community foundation of collier county community …

COMMUNITY FOUNDATIONOF COLLIER COUNTY

COMMUNITYREPORT

1110 Pine Ridge Road, Suite 200Naples, FL 34108P: 239.649.5000

F: 239.649.5337 | cfcollier.org

2019-2020At the Community

Foundation of Collier

County, we are

passionate about

environmental causes

and sustaining our

natural resources for

the next generation.

That’s why we are

celebrating our thirty-

fifth anniversary by

giving away 3,500 native

trees to our community

in order to help preserve

the beauty of Collier

County, improve air

quality, create shade,

and support wildlife.

Like these trees that

will provide a legacy for

future generations, the

Community Foundation

of Collier County builds

donor legacies to ensure

a thriving future for the

community we all love.

Thank you to our loyal

donors, philanthropic

partners, and nonprofits

who have helped us

make a difference over

these past 35 years. We

could not do what we do

without your generosity

and devotion to our

mission.

We are for you, Collier,

for good and forever.

2 Community Foundation of Collier County | cfcollier.org

Dear Friends,As we reflect on the past year, never could we have imagined

that 2020 would bring life-altering change for our community, coun-try, and the entire world. At the start of our 2019-2020 fiscal year, our thoughts were on our upcoming thirty-fifth anniversary, looking back on what we have accomplished and, more importantly, what we have yet to achieve. But then we were reminded that even the best-laid plans are subject to change beyond our imagination and control. We were blindsided by what no one could have predicted: a global pandemic that has transformed life as we know it.

Like many of you, we had to rethink our direction and pivot to serve our nonprofits and our community best—and we didn’t do it alone. We witnessed the teamwork, collaboration, and outpouring of support that emerged as our community came together for the greater good.

In this issue of the Community Report, you will read about how we acted as the community’s philanthropic first responder to en-sure that those who needed the most help amid the COVID-19 crisis were not forgotten. You will also read about a long-coming project that will provide hope for our essential employees, as well as CFCC’s plans to make significant and lasting change into the future.

We ended our last fiscal year by distributing $35 million in grants and scholarships, almost double the 2018-19 amount. As we kick off our thirty-fifth year as your trusted foundation partner, we now man-age more than 750 funds, work with hundreds of nonprofits, and have assets that totaled $223 million by the end of our 2019-20 fiscal year.

Thanks to our donors’ generosity and compassion, our Collier Comes Together Fund for Coronavirus Relief raised over $1.5 mil-lion for local aid. As of this writing, about $1 million, along with an additional $389,000 granted directly from Community Foundation Donor Advised Funds, has been distributed so far.

On behalf of our entire board and staff, we want to thank and celebrate you for all that you are doing to support CFCC and our community. Whether you have given funds, served on the front lines in health care or essential services, donated food, made masks for health-care workers, or helped out a neighbor in need, you have made a difference. You are what makes Collier County so unique and a place we all love.

Together, we will get through this difficult time and emerge stron-ger than ever. Until the day we can join together again, know that the Community Foundation is here for you, for good and forever.

With great appreciation,

Jerry Tostrud, CFCC Board Chair

Eileen Connolly-Keesler, CFCC President/CEO

Community Foundation of Collier County | cfcollier.org 3

What We Do

Community Foundation Staff

CONTENTSFor the past 35 years, the Community Foundation of Collier County has been connecting people who care to causes that matter, grow-ing their charitable legacies, and funding nonprofit organizations to improve the quality of life in Collier County. From the environment, education, and the arts, to seniors, veterans, and economic devel-opment, our knowledge and expertise help our donors maximize the impact of their giving. Our proven track record of sound invest-ments can enable their generous gifts to continue creating mean-ingful change into the future.

● We are a collection of charitable funds established by individu-als, families, businesses, and organizations to help address critical needs and improve the quality of life in Collier County.● We work with families, individuals, attorneys, and estate and fi-nancial planners to devise plans that fit every economic situation. ● We receive charitable gifts and ensure they are used to the full-est benefit and impact.● We place 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.● We make grants to nonprofits and special projects in our community.● We identify needs, stimulate resources to address those needs, and help Collier County prepare for the future.● We have a volunteer board and experienced staff who are com-mitted to understanding donor needs and representing their chari-table interests. We expertly handle complex gifts, wisely manage philanthropic funds, and leverage a wealth of community knowl-edge to increase charitable impact.● We serve as a hub for collaboration between philanthropists, public and private foundations, nonprofits, local government, and other funding organizations across the community.

The Community Foundation of Collier County’s dedicated, experi-enced, and professional staff can help you make the most of your charitable giving. We are here for you, your family, the nonprofits you support, and the community we all love—for good and forever.

Working with donors, we inspire ideas, ignite action, and mobilize resources to address commu-nity needs in Collier County. For Good. Forever.

The Community Foundation of Collier County is governed by a board of trustees and commit-tees comprised of local com-munity leaders and philanthropy enthusiasts. The Community Foundation is administered by a full-time professional staff. Operating expenses are paid from management fees, through grants and partnerships with local and national foundations and organizations, and from gifts designated by donors to cover Foundation operating costs.

For a complete listing of funds and

grants, please visit cfcollier.org.

WHAT’S INSIDE

THE COMMUNITY FOUNDATION OF COLLIER COUNTY 2020-2021 COMMUNITY REPORT TEAM

Design, Printing and Distribution: NAPLES ILLUSTRATEDPublisher: Kaleigh GroverCreative Director: Olga Gustine | Art Director: Airielle Farley Board, Select Story and Staff Photography: Nick Shirghio Photography

Other story photography: courtesy of Collier County nonprof-its and organizations

Story Author: Cathy Chestnut

Project Director/Content Author: Cindi Withorn

Eileen Connolly-Keesler President/CEO

Laura BidireanuDirector of Education/Scholarships

Dawn Grundeman Grants Administrator

Lisette Holmes Chief Financial Officer

Eric KingsleyAccounting Manager

Marsha Lewis Donor Information Specialist

Meredith NassifDirector of Donor Services

Deborah OlsonCoordinator of Scholarships

Fran ReissExecutive Assistant

Laura SimmelinkSenior Director of Programs

Lindsey TouchetteVice President of Community Engagement

Julie Van TongerenVice President of Development

Cindi Withorn Director of Marketing

02 WHAT IS A COMMUNITY FOUNDATION?

03 BOARD CHAIR AND PRESIDENT LETTER BOARD OF TRUSTEES 04 CHANGING LIVES Your Passion. Your Collier targets critical issues

06 ON THE FRONT LINES The community's philanthropic first responder

08 HOUSING RELIEF Innovative housing solutions for essential workers

WOMEN'S INITIATIVES Sheltering vunerable women

10 STATEMENT OF FINANCIAL POSITION 11 CFCC COMMITTEES/PROFESSIONAL ADVISORS SUSTAINING SOCIETY/LEGACY SOCIETY

12 AGENCY ENDOWMENT LIST 13 CORPORATE PARTNERS

IN FOCUS

4


MESSAGE FROM THE BOARD CHAIR AND CEO

2019-2020 BOARD OF TRUSTEES

Front Row: Mary Beth Johns, Allyson Richards, R. Robert Funderburg, Jerry Tostrud, Patricia Aiken-O’Neill, Mary Lynn Myers, Jorge Camina, Lynn Martin.

Back Row: George Abounader, Michael J. Schroeder, David Watson, Todd Bradley, John K. Paul, John M. CostiganNot Pictured: Brad Galbraith, James F. Morey, Marsha Murphy, Bradley G. Rigor, Myra Williams

OUR MISSION:

4 Community Foundation of Collier County | cfcollier.org Community Foundation of Collier County | cfcollier.org 5

CHANGING LIVES

or 35 years, the Community Foundation of Collier County has been at the table for every significant conversation happening

in—and about—this community.Pull up a seat.What are the big issues in our community that activate your pas-

sion? Whether you live in Naples part-time or year-round, you surely have ideas about what needs to be changed and addressed. A few years ago, the Richard M. Schulze Family Foundation undertook an initiative with the Community Foundation and 30 other community partners to listen and respond to needs voiced by our community. Together, we completed a comprehensive Community Needs and Assets Assessment, which paints a clear picture of the obstacles our residents face and gaps in support services.

As a direct result, the Community Foundation has launched the multimillion dollar Your Passion. Your Collier. campaign to address is-sues that were raised in the assessment. “Studies are pointless un-less followed by action,” said Community Foundation President/CEO Eileen Connolly-Keesler. “It’s vital that both full- and part-time residents take ownership of making a difference in the community we all love.”

Campaign co-chairs Cathy and Rob Funderburg, a Community Foundation board trustee, agree. “Our community is very fortunate to have a wealth of resources; however, Collier County is still chal-lenged by significant socioeconomic needs,” he said. The campaign “allows donors to align their philanthropic interests with specific ar-eas of need throughout our community.”

In good times and through disasters, the Community Foundation connects with hundreds of local nonprofit agencies that work tire-lessly, day in and day out, to make Collier County a better place. It creates public-private partnerships, supports strategic plans, and conducts significant studies that lead to real change in the com-munity. Here are the critical issues that will be funded by Your Pas-sion. Your Collier.:

Mental Health and Substance Abuse: The treatment system is overloaded. In 2019, for every 1,050 residents, there was only one mental-health-care provider.

“We need to bring awareness to the ongoing and lasting behavioral health

issues impacting our community and how to get help. DLC is blessed that

CFCC understands the importance of having good mental health for indi-

viduals, families, and communities and the needs of our most vulnerable

citizens.”

–Scott Burgess, David Lawrence Center

“If you have a mental health crisis, you don’t want to rely on jails for treat-

ment…you want a professional team.”

–Collier County Sheriff Kevin Rambosk

Hunger and Housing: The average single-family home sale price in Collier County has skyrocketed 61 percent since 2017. Nearly 43,000 households are cost-burdened, spending 30 percent or more of their income on housing. Essential employees—law enforcers, firefighters, medical professionals, and teachers—can›t afford to live in Collier County. High housing costs reduce access to other essential needs.

The Community Foundation has “been a guiding angel to us all along.”

–Liz Pecora, Our Daily Bread Food Pantry

“We’ve got our hands full as a community.”

–Michael Overway, Hunger & Homeless Coalition of Collier County

Education and Employment: Half of all young children in Collier aren›t ready for kindergarten, and 30 percent of high school seniors don’t know what they’ll do after graduation. High-paying jobs that lift people out of poverty require advanced education and training.

“The goals for education in Collier County can only be accomplished

when we all contribute.”

–Susan McManus, Champions For Learning

Environment: Changes to land use and climate patterns affect our delicate ecosystem and raise serious environmental concerns about impacts from changes in wetlands, storm-water drainage, sea levels, and water quality.

“Hurricane Irma was a game changer. With the Community Foundation’s

support and leadership, we are building awareness and action to make

our community more resilient and sustainable.”

–Rob Moher, Conservancy of Southwest Florida

Your Passion. Your Collier. Take a seat at the table and choose your passion. How do you want to support our community?

F

Veterans and Seniors: Seniors over 65 make up 32 percent of Collier County residents. By the year 2050, they will comprise 46 percent. More than half of all local veterans are 75 or older. The cur-rent wait for affordable senior housing is three to five years.

“Many of our seniors are dealing with isolation and loneliness and lack

access to adequate resources. Increased partnership and additional

funding from the Community Foundation to support these services are

critical in enhancing the quality of life of older adults.”

–Tatiana Fortune, Golden Gate Senior Center

Community Crisis and Disaster Relief: The COVID-19 pandem-ic, as well as recent hurricane, red tide, and wildfire crises, under-score the need to be prepared for disaster today, tomorrow, and 30 years from today. Our community must consider how we will meet the unforeseen challenges for our future generations in their estate planning.

“Unrestricted funds are absolutely vital for sustaining the community

through a crisis. Once a disaster hits, you need to be able to move

quickly.”

–Eileen Connolly-Keesler, Community Foundation of Collier County

Alleen and Jerry Tostrud, board chair and campaign co-chairs, “feel blessed to be a part of this important work. As a family, we be-lieve in giving back to the communities where we live. We’ve taught our children to do the same.”

We are living in unprecedented times, but the Community Foun-dation began planning Your Passion Your Collier. long before CO-VID-19, which has unquestionably amplified long-needed services in Collier County. Find your passion and take your seat at the table today to be part of the solutions.

Whatever your passion, the Community Foundation has listened and responded with a campaign to address critical issues.

Eileen Connolly-KeeslerPresident/[email protected]

Julie Howe Van TongerenVP of [email protected]

CHOOSE YOUR PASSION!Contact us for more information

Call us 239.649.5000YourPassionYourCollier.org


ON THE FRONT LINES

hile health-care workers bat-tle on the front lines of COV-

ID-19, nonprofits face an equally acute emergency: meeting the basic needs of unemployed and furloughed resi-dents. Hunger skyrocketed in Collier County in the wake of the pandemic, with several local food pantries man-aging an increase in demand that was triple or even quadruple the norm.

COVID-19 has been a fast-moving catastrophe from the onset. When it became clear in mid-March that a se-vere economic crisis was unfolding, the Community Foundation of Collier County responded by reactivating the Collier Comes Together Fund—this time for coronavirus relief. The Com-munity Foundation has collected more than $1.5 million and distributed about $1 million in grants from private dona-tions and businesses, along with an additional $389,000 granted directly from Community Foundation Donor Advised Funds (DAFs), to about 40 nonprofits to support lo-cal relief efforts.

Disaster response is not new for the Community Foundation, which initially set up the Collier Comes Together Fund when Hur-ricane Irma targeted Southwest Florida in September 2017. The fund has also been used to support those affected by the 2018 red tide crisis and the recent Golden Gate wildfires. The Community Foundation has become what president and CEO Eileen Connolly-Keesler calls “the community’s philanthropic first responder.”

Connolly-Keesler noted that the Community Foundation pri-oritized medical, food, and rental assistance in its aid response to nonprofits associated with the Richard M. Schulze Foundation, Naples Children & Education Foundation, and United Way of Col-lier and the Keys. “The community has rallied to support and pro-

tect its community by making sure there are resources, no matter where the needs are,” she said. “It’s heartwarming and humbling to see so many donors come forward.” After addressing immediate needs, the CFCC grantmaking process was modified to focus on unrestricted operational grants to help nonprofits stay afloat.

St. Matthew’s House President/CEO Vann R. Ellison was re-lieved to receive a $10,000 grant in April to buy and store shelf-stable food. By this point, it had become the norm for hundreds of people to wait in line for hours at food distribution sites be-cause they were “so anxious they wouldn’t get food,” Ellison ex-plained. While his agency worked with up to 70 families each week who were teetering on the doorstep of homelessness, St. Matthew’s was also providing food assistance to 2,500 families per week in July. The soup kitchen, which offers daily hot meals to residents in the addiction-recovery and homeless shelters,

Philanthropic First RespondersGenerous donors spring into action to ensure the Collier Comes Together Coronavirus Relief Fund is first on the scene to respond to community needs

W

had crowds that once numbered from 500 to 700 rise to a daily influx of 1,000.

Meeting the widening food demand as the nonprofit simulta-neously lost 65 percent of its operational revenue seemed insur-mountable. “We’re on the front lines,” Ellison said. “We can only do it because the Community Foundation helps us with resources. We’ve seen a stream of miraculous happenings to equip us to get us through this.”

And while Marco Island is perceived as a self-contained, affluent coastal city, Liz Pecora saw food insecurity explode at the island’s Our Daily Bread Food Pantry. “We started the year helping 2,500 people per month, and that rose to 12,000 people by June,” she said. “It was like an avalanche.”

Pecora founded the food pantry in 2016 after learning that a high percentage of public-school students were receiving free or reduced lunches. The 501(c)(3) also serves families in eastern Col-

lier County in the neighborhoods surrounding Manatee Elemen-tary School. Pecora said that the Community Foundation has done more than provide financial support; it has imparted technical as-sistance and guidance. “They’ve been a guiding angel to us all along.”

As part of Collier Comes Together, the Community Foundation launched the NCH Healthcare System Matching Grant Challenge and provided the initial $25,000 grant. Matching grants and dona-tions totaling $273,825 were earmarked for protective equipment for frontline medical staff, testing supplies, ventilators, and critical but expensive sanitizing robots.

“We were surprised and thrilled,” said Jim Mahon, NCH’s chief development officer. “We value our partnership with the Commu-nity Foundation and are grateful to them for stepping up to help with the challenges of this pandemic. We’re well-equipped now for whatever might come down the pike.”

Above: St. Matthew’s House employees and volunteers provide food to residents in need at their mobile food pantry in Collier County. Opposite page:: An NCH Healthcare System frontline worker gears up to treat COVID-19 patients.

“IT’S HEARTWARMING AND HUM-

BLING TO SEE SO MANY DONORS

COME FORWARD.”

— EILEEN CONNOLLY-KEESLER


HOUSING RELIEF WOMEN’S INITIATIVES

here seemed to be no relief in sight for people who wanted to stake their American dream in Collier County, where the

cost-of-living index is more expensive than both state and national averages. Now, a new public-private partnership with the Commu-nity Foundation provides hope to essential employees, enabling them to not only work in Collier County but to live here also.

Rising housing expenses have been a long-simmering issue in Collier County, where the cost of housing comes in at 143 points on Sterling’s national base scale of 100. Since 2014, three major stud-ies have sounded the alarm that essential workers—teachers, law enforcement, paramedics, and health-care personnel—are unable to even afford rent here, forcing them to commute from surround-ing counties one or two hours away. In 2018, 45 percent of Collier County Emergency Medical Services employees and almost 18 percent of Collier County Sheriff’s Office employees lived outside of the county.

Long commutes are an obstacle for recruiting new employees and also for recovery efforts in the wake of a natural disaster. In general, lack of workforce housing weakens the fabric of the com-munity and the economy because commuters don’t live close enough to participate in civic and educational activities. They may not shop locally, and they don’t pay property tax.

“Our essential workers are a big concern,” said Collier County Commissioner Andy Solis. “We want them to live locally and not commute from other counties.”

In 2018, the Community Foundation of Collier County commis-sioned a study of potential workforce housing projects on county-owned property following the 2017 Community Needs and Assets

Assessment. Now the Community Foundation, Moorings Park Foundation, and the Richard M. Schulze Family Foundation are in conversations with the county to convert the defunct Golden Gate Golf Course property into financially viable workforce housing.

The county purchased the 167-acre site through the newly es-tablished Workforce Housing Land Trust and has approved the nonprofit Rural Neighborhoods to develop the 350-unit apartment complex, with 10 percent devoted to limited-income seniors and veterans. The Community Foundation, along with the other local foundations, are raising $10 million toward the project to defray costs so that rents won’t exceed 30 percent of the residents’ income. “We see this project as a gold standard for what can be done for se-niors and the essential workforce that serves seniors and the greater community,” said Moorings Park CEO Dan Lavender.

This public-private partnership is the first of its kind in Florida, notes Community Foundation of Collier County President/CEO Ei-leen Connolly-Keesler. “It could be a model for the state. Nothing like this has been done before, either in Florida or Collier County.”

Both Connolly-Keesler and Solis are optimistic that this project will lead to more public-private housing solutions. “This is what makes Collier County such a wonderful place—the outstanding philanthropic part of our community,” Solis said. “When we join forc-es, it helps the county leverage funds to really make a difference.”

When the Hunger & Homeless Coali-tion of Collier County identified 74 home-less senior women in its January survey, the Women’s Foundation of Collier County (WFCC) immediately jumped into action. It provided an initial grant of $5,800 in April 2020 to rehouse these vulnerable women—many of whom were on the streets for the first time after losing their incomes. Eking out their existence in parking lots and pub-lic restrooms, the women “are in shock and awe,” said Michael Overway, the coalition’s executive director. “We’ve got our hands full as a community.”

Overway explains that there is a combi-nation of factors that often intermingle with untreated mental illness or dementia and lack of basic needs, leading to this disheart-ening surge. Collier County’s high housing costs and lack of affordable housing are a challenge for low-income renters. Many live month-to-month—without a formal agree-ment—so evictions are commonplace when rent is overdue. According to the World Health Organization, women typical-ly live longer than men, by six to eight years on average. Widows’ incomes dwindle as their husband’s pension and Social Security benefits dissipate, and a costly emergency

can shatter finances. It costs $2,800 to $3,200 to rehouse an

individual, Overway notes, and the Wom-en’s Foundation first grant early in the year spurred other donations. “The injection of funding from the Women’s Foundation definitely kicked the project off” to prioritize these seniors.

Women’s Foundation Chair Donna Mess-er said the grant aligns with the organiza-tion’s focus on supporting the unmet needs of women and girls. “In Naples, you don’t think about women living in their cars. It’s scary stuff.”

Messer is a volunteer for the Junior Women of Initiative (JWOI) Mentoring Pro-gram, an initiative of the Women’s Founda-tion that connects teenaged girls with men-tors to broaden their academic, personal, and social horizons at the Boys & Girls Club of Collier County. The initiative, chaired by WFCC Board Member Althea Irving, is a recipient of annual grants from WFCC, and this year received $7,100.

Messer has witnessed firsthand the pro-gram’s transformational impact. “When you see a shy young woman in the fall, at the beginning, and at the end you see a differ-ent person, it’s amazing.”

PricedOUT

Gimme Shelter LOOKING AHEAD

An innovative public-private partnership will enable essential workers to live in the community they serve

A vital program of the Women’s Foundation of Collier County helps rehouse and restore dignity to women who have lost their incomes and their homes

T

Aerial view of the future af-fordable housing site at the old Golden Gate Golf Course

WOMEN’S FOUNDATION OF COLLIER COUNTY

Board of DirectorsJackie Pierce, Chair (In Memoriam)

Donna Messer, Vice Chair

Brenda O’Connor, Secretary

Denise Zutz, Treasurer

Bev Cherry, Governance Chair Bette AymarAnne FlemingChristine Flynn Robin HamiltonTrisha Hare Stacey Herring Althea Irving Jinny JohnsonKate McGinnis Sondra Quinn Allyson Richards Karen Ryan Sharon Treiser Ann WesterfieldEileen Connolly-Keesler, CFCC President/CEO

The Women’s Foundation of Collier County’s new vision and mission:

Vision: A community where all women and girls thriveMission: To be a catalyst for change in the lives of women and girls in Collier County through grantmaking, advo-cacy, and education

2021 marks a renewed focus for the Women’s Foundation of Collier County, with a three-year strategic plan guid-ing its new mission and vision. “We are excited to see our plan in action and make a significant impact,” said Women’s Foundation Board Chair Donna Messer.

Its six goals include:

• Optimizing the community impact of its grantmaking

• Substantially growing its financial resources and endowment

• Increasing visibility and recognition of the Women’s Foundation through marketing and partnerships

• Expanding fundraising activities through community data and proven metrics

• Developing an advocacy and policy plan based on research and emerging trends

• Strengthening the board’s gover-nance

The Women’s Foundation is a field-of-interest fund established in 1996 and administered by the Community Foundation of Collier County. As it transitions into an even more potent force for lasting change, “it’s an excit-ing place to be,” added Messer.


TOTAL 2020 GRANTS & DISTRIBUTIONS

FISCAL YEAR 2019-2020(JULY 1, 2019 - JUNE 30, 2020)

5 YEAR DISTRIBUTION HISTORY (MILLIONS)

THE IMPORTANCE OF TRANSPARENCY

NEARLY $35 MILLION IN GRANTS AWARDED IN 2019

STATEMENT OF FINANCIAL POSITION as of June 30, 2020*


The Community Foundation of Collier County ad-heres 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 on cfcollier.org. The last three years of our financial statements, Inter-nal Revenue Service Form 990 and Form 990-T (if applicable), and our Letter of Determination are also available for public inspection. You may also visit GuideStar at guidestar.org for more informa-tion about the Community Foundation.

FY2020 FY2019

ASSETS

Current Assets $13,699,258 $13,370,749

Long Term Assets $210,064,525 $191,679,147

Total Assets $223,763,783 $205,049,896

LIABILITIES

Loan Payable $219,460 -

Agency Funds $62,879,072 $62,056,897

Payables & Accrued Expenses $773,757 $658,745

Total Liabilities $63,872,289 $62,715,642

NET ASSETS

With Donor Restriction $156,443 $374,439

Without Donor Restriction $159,735,051 $141,959,815

Total Net Assets $159,891,494 $142,334,254

Total Liabilities & Net Assets $223,763,783 $205,049,896

GRANT PROGRAM AREA TOTAL GRANTS

Arts 4.3%Education 30.0%Environmental 4.6%Health 33.0%Human Services 22.3%Foreign Affairs 1.4%Community Impact 1.7%Religion 2.6%

TOTAL $35,286,807.64 100%

2020 ASSETS BY FUND SUBTYPE

FUND SUBTYPE ASSETS

Agency $62,921,230 Deferred $570,072 Designated $22,730,155 Donor Advised $84,647,927Field of Interest $7,264,722Scholarship $7,412,540Supporting Org $5,710,468Unrestricted $32,506,668

TOTAL $223,763,782

*Unaudited

PERCENT

$1,521,982.41$10,582,706.90$1,622,442.65

$11,655,490.94$7,875,905.86

$510,153.04$589,526.74$928,599.10

0

10

20

30

40

$12.7$11.1

$18.4 $18.9

$35.3

2016 2017 2018 2019 2020

4.3%

4.6%

33.0%

30.0%

1.4%

2.6%1.7%

22.3%

Community Foundation of Collier County | cfcollier.org 11

2019-2020 CFCC COMMITTEES

2019-2020 BOARD OF TRUSTEES

Jerry M. Tostrud, Chair

James F. Morey, Chair-Elect

R. Robert Funderburg, Jr., Secretary

George Abounader, Treasurer

Mary Lynn Myers, Immediate Past Chair

Patricia Aiken-O’NeillTodd BradleyJorge CaminaJohn CostiganBrad GalbraithMary Beth JohnsLynn MartinMarsha MurphyJohn K. PaulAllyson RichardsBrad RigorMichael J. SchroederDavid WatsonMyra Williams

2019-2020 TRUSTEE EMERITI

Ann E. BerlamJane BillingsDolly BodickChristopher P. BrayDennis C. BrownT. Robert Bulloch Cornelius P. CachoJoe B. CoxAlison K. DouglasJeffrey R. EricksonLinda FlewellingChristine FlynnMarion T. ForteDottie A. GerrityJ. Dudley GoodletteLaird Grant GroodyKevin C. HaleBradley HavemeierMana A. HoltzAlan M. Horton Thomas E. IngramPatricia JilkKim Ciccarelli KantorKathleen KapnickKathleen KircherFrank L. Klapperich, Jr.James B. Lancaster, Jr.William D. LangeSuzie LountLinda R. MaloneRamiro ManalichBrian V. McAvoyThomas D. McCannJohn J. Morgan, Jr.J. Richard MunroJohn M. PassidomoAlan D. ReynoldsJames T. RideoutteDeborah RussellNed R. SachsThomas G. SchneiderBeverly A. Smith

John F. Sorey IIIDuane Stranahan, Jr.William E. ThomasMario M. ValleJennifer B. WalkerGordon R. WatsonJoanne S. WyssHarold L. Zink

2019-2020 PROFESSIONAL ADVISOR COUNCIL

Pat Antonetti, Antonetti Capital Manage-ment, LLCKevin E. Aizenshtat, Gulf Coast International PropertiesWilliam Banfield, Moran Wealth ManagementGregory T. Barkauskas, SunTrust Investment Services, Inc.John Paul Bratcher, Hahn, Loeser, & Parks, LLPChristopher Bray, Bray Capital AdvisorsDennis Brown, Bond, Schoeneck, & King, PLLCTracy Burke, Conrad SiegelWilliam M. Burke, Coleman Yovanovich Koester, PAPreston Came, J.P. Morgan Private BankKevin Carmichael, Wood, Buckel, Carmichael Joseph L. Charles, FineMark National Bank & TrustMarcie Charles, Grant Fridkin Pearson, PAKim Ciccarelli Kantor, Ciccarelli Advisory Services, Inc.Gary Crisci, Crisci Private Wealth ManagementMitchell Dannenberg, LTCi MarketplaceRobert Davis, Northwestern MutualDerrick DeHays, Huntington Wealth and Investment ManagementJoseph S. De Sena, Ameriprise Financial AdvisorsRobert DiBenedett, Clifton Larson AllenSerge Ecityan, BMO Wealth ManagementCurt C. Edwards, FineMark National Bank & TrustJeffrey R. Erickson, Abbot DowningJulie Farah, GenSpring | SunTrust Private Wealth ManagementBrad Galbraith, Galbraith, LLPNancy Gibbs, Skrivan & Gibbs, PLLC

Lisa Goddy, Wollman, Gehrke, & Associ-ates, PAJeannine Hagedorn, Naples Trust CompanyAmy Hale, BMO Private BankRobin M. Hamilton, Morgan Stanley Wealth ManagementOtto Immel, Quarles & Brady, LLPDavid M. Jones, David M. Jones & Associates, Inc.Adam Kerlek, Bond, Schoeneck, & King, PLLCCharles Kerwood III, Waller Financial Planning Group, Inc.Ryan Kinser, Oley Kinser Concierge Wealth, LLCBlake Kirkpatrick Wood, Buckel, CarmichaelAndrew Krause, Hahn, Loeser, & Parks, LLPA.J. Krause, Oberon Securities, LLCWilliam Lange, Regions Private Wealth ManagementLester B. Law, Franklin, Karibjanian, & Law, PLLCDavid Legus, Meristem Family WealthLaird A. Lile, Lile & HayesWest McCann, The Naples Trust CompanyMyles McHale, Wealthcare Advisers, LLCLisa K. Merritt, J.P. Morgan Private BankMark Matos, HBK Wealth AdvisorsBrian McAvoy, Roetzel & AndressLibby McHugh, Wasmer, Schroeder, & CompanyKyle Mordew, Hahn, Loeser, & Parks, LLPJim Morey, Bond, Schoeneck, & King, PLLCMary Lynn Myers, CFCC BoardDonald Nealon, Wells Fargo AdvisorsJerry F. Nichols, Brown & Brown InsuranceBrett Oley, Oley Kinser Concierge Wealth, LLCKimberly Philbin, Vision 360 Capital PartnersGregory D. Podolak, Saxe, Doernberger, & Vita, PCDavid Port, The Naples Trust CompanyGary Price, Fifth Avenue Advisors

Bradley Rigor, Quarles & Brady, LLPWalter Schacht, Regions BankMichael Searcy, Searcy FinancialTodd Shelbaugh, Insurance InsightsWilliam R. Slepcevich, Slepcevich Financial GroupRichard F. Swider, Richard F. Swider & AssociatesSharon R. Treiser, J.P. Morgan Private BankCurt C. Todd, Wells Fargo AdvisorsJonas B. Weatherbie, Wilson & Johnson, PAGeorge A. Wilson, Wilson & Johnson, PAEdward Wollman, Wollman, Gehrke, & Associ-ates, PA

SUSTAINING SOCIETY MEMBERSHIP

Members in this group pro-vide an ongoing annual gift of $1,000 to help the Com-munity Foundation of Collier County inspire and grow philanthropy and generos-ity throughout the area. This special group of dedicated supporters provides critical support to sustain our mission and operations.

Mr. Narendrakumar and Dr. Renate Chevli

Ms. Pamela F. Clayson

Ms. Geraldine A. Moss

Mrs. Mary Lynn Myers and Mr. Stephen Myers

Mr. and Mrs. William J. Sprow III

Mr. Thomas A. Sully

LEAVING A LEGACY

Ms. Patricia Aiken-O’Neill

Mr. and Mrs. Marcelo A. Alvarez

Ms. Bridget Bannon

Mrs. Jane Billings

Ms. Huguette L. Castaneda

Mr. Ansel M. Chandler

Mrs. Patricia A. Daniel

Mr. and Mrs. James F. Derham

Mr. and Mrs. Louis H. Ding-erdissen

Ms. Susan H. Earl

Mr. and Mrs. Samuel L. Fin-kelstein

Mrs. Patricia A. Forkan

Dr. Howard L. Freedman

Mrs. Diane R. Garesche

Mrs. Betty Lee Gates

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

Mrs. Christine Ginos

Ms. Nina A. Gray

Mrs. Elizabeth S. Hall

Dr. Mana A. Holtz

Mr. and Mrs. Alan M. Horton

Mrs. Robert Hurd

Ms. Nancy Reed Ickes

Mr. Michael Isermann & Mrs. Penelope Isermann

Mr. and Mrs. David M. Jones

Mr. and Mrs. Edward J. Kant

Dr. Charles M. Karpas

Mr. Patrick E. Keesler and Ms. Eileen Connolly-Keesler

Mrs. Joyce H. Kempton

Mr. Dennis Kilcoyne

Rev. Dr. Kathleen L. Kircher

Mrs. G. Edna Krentz

Mr. and Mrs. Ben J. Lancashire

Mr. William R. Lindsay

Mrs. Alice Ross T. Martell

Dr. Mary McLearn

Dr. and Mrs. Charles J. Mont-gomery

Stephen R. and Mary Lynn Myers

Mr. and Mrs. Noel Osborne

Mr. James D. Proud

Mr. and Mrs. Lyle Rosenzweig

Mr. and Mrs. Gary W. Schmelz

Mr. and Mrs. Charles W. Schueddig

Mrs. Joan C. Shipman

Ms. Laura Simmelink

Mr. and Mrs. Jefferson A. Simpson

Mrs. Nancy Sineni

Mr. and Mrs. Erland P. Ste-vens, Jr.

Mrs. Helen Strong

Mr. Thomas A. Sully

Dr. and Mrs. Donald Ullrich

Wayne T. and Loretta N. Umetsu

Mrs. Barbara J. Van Dorn

Dr. Myra Nichol Williams

Mrs. Miriam Wolfson Shuler

Mr. Bob Young

Mr. Dietrich E. Zimmerman

Please let us know if the Commu-

nity Foundation of Collier County

is in your will or other estate plans.

Even if your gift is anonymous,

it is essential that we know your

intentions and can ensure your

bequest is correctly worded.

For more information about

planned giving, please contact

the Community Foundation at

239.649.5000 or visit cfcollier.org/

donors/planned-giving.


COMMUNITY FOUNDATION FUNDSCommunity Impact Fund (Changing Needs Fund)

Program & Operations Fund (CFCC)

Arts Fund

Basic Needs Fund

Disaster Relief Fund

Education Fund

Environment Fund

Healthcare & Mental Health Fund

AGENCY ENDOWMENT FUNDS HELD BY CFCC

ANIMALS

Humane Society of Collier County

ARTS/CULTURE

Big Cypress Chapter Daughters of the American Revolution

Golisano Children’s Museum of Naples

Gulfshore Opera

Marco Island Center for the Arts

Music Foundation of Greater Naples

Naples Art Association

Naples Community Orchestra

Naples Concert Band

Naples Historical Society

Naples Players KidzAct

Opera Naples

SWFL Symphony Orchestra and Chorus

United Arts Council

EDUCATION

Able Academy

Bentley Village Foundation

Books for Collier Kids

Champions For Learning

Collier Child Care Resources

Collier County School District Entrepreneurship Program

Community School of Naples

Culinary & Hospitality Education Foundation

Friends of the Library of Collier County Foundation

Fun Time Early Childhood Academy

Gargiulo Education Center

Grace Place for Children & Families

Guadalupe Center

The Immokalee Foundation

Junior Achievement of Southwest Florida

Literacy Volunteers of Collier County

New Horizons of Southwest Florida

Pathways Early Education Center of Immokalee

RCMA

Saint Ann School Foundation

ENVIRONMENT

Conservancy of Southwest Florida

Everglades Foundation

Friends of Rookery Bay

Naples Botanical Garden

HEALTH

Alzheimer’s Support Network

Avow Hospice

Cancer Alliance of Naples

David Lawrence Foundation Mental Health

Florida Lions Eye Clinic

Foundation of Collier County Medical Society

Golisano Children’s Hospital of SWFL

Hazelden Betty Ford-Naples

Help a Diabetic Child

Mental Health Association of Southwest Florida

NAMI of Collier County

Parkinson Association of Southwest Florida

Planned Parenthood of Southwest and Central Florida

Protected Harbor

HUMAN SERVICES/BASIC NEEDS

Baby Basics of Collier County

Catholic Charities of Collier County

Collier County Florida Special Olympics

Dr. Piper Center for Social Services

Goodwill Industries of Southwest Florida

Greater Naples YMCA

Habitat for Humanity of Collier County

Harry Chapin Food Bank

Laces of Love

Lighthouse of Collier, Inc.

Meals of Hope

Naples Senior Center at JFCS

Pregnancy Resource Center of Southwest Florida

Project Help

The Shelter for Abused Women & Children

St. Matthew’s House

STARability Foundation

YMCA of South Collier

PHILANTHROPY & VOLUNTEERISM

Collier County 100 Club

Marco Island Rotary Club Foundation, Inc.

Naples Junior Woman’s Club

Naples Lions Club

The League Club

The Rotary Club of Naples

RELIGION

Celebration Community Beach Church

East Naples United Methodist Church

Moorings Presbyterian Church

Naples Jewish Congregation

Temple Shalom

WOMEN & GIRLS

Women’s Foundation of Collier County

YOUTH & CHILDREN

Children’s Advocacy Center of Collier County

Collier County Junior Deputies League, Inc.

Friends of Foster Children Forever

Girl Scouts of Gulfcoast Florida, Inc.

Girls on the Run Southwest Florida

Naples Children & Education Foundation

AGENCY FUND LIST

Funds received by the Community Foundation of Collier County as of June 30, 2020. For more information, please call 239.649.5000 or visit cfcollier.org

THE ARLINGTON

CORPORATE PARTNERS

BOND, SCHOENECK & KING, PLLC CICCARELLI ADVISORY SERVICESTRUST

Sandra Lee Buxton RN BSN MA LHRMDirector of Community Engagement

7900 Arlington Circle, Naples, FL 34113Main 239-307-3000 | Direct 239-307-3058

ArlingtonNaples.org

AMY L. HALEMANAGING DIRECTOR, SOUTH FLORIDA

801 Laurel Oak Drive, Suite 600, Naples FL 34108239-592-2470

bmowealthmanagement.com

JIM MOREY, Office Managing Member4001 Tamiami Trail North, Suite 250

Naples, FL 34103239-659-3800

bsk.com

KIM CICCARELLI KANTOR, President & Co-Founder9601 Tamiami Trail N

Naples, FL 34108CASMoneyMatters.com

239-262-6577

BMO PRIVATE BANK

The funds listed above are owned and managed by the Community Foundation of Collier County (CFCC). Your gift will be invested in an endowment fund to support the agency. The CFCC retains the explicit authority to redirect the funds to another beneficiary without prior approval if the agency ceases to exist or if distribution to the organization becomes unnecessary, impossible or inconsistent with the needs of the community.

A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1.800.435.7352 WITHIN THE STATE OR AT WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. 100% OF EACH CONTRIBUTION IS RETAINED BY THE FOUNDATION. CFCC SOLICITATION REGISTRATION NUMBER IS CH327.


CORPORATE PARTNERS

FIRST FLORIDA INTEGRITY BANK

GARRETT S. RICHTERPresident and CEO

3560 Kraft Rd., Naples, FL 34105239-325-570ffibank.com

BRAD HAVEMEIER, President 4100 Goodlette Road, Naples FL 34103

239-261-3646GulfshoreInsurance.com

ADRIA D. STARKEYExecutive Vice President & President, Collier County

FineMark National Bank & Trust800 Laurel Oak Drive, Suite 101

Naples, FL 34108finemarkbank.com

FINEMARK NATIONAL BANK TRUST GULFSHORE INSURANCE

DAVID CALL, Regional PresidentJeff Robinson, Director, Private Bank

999 Vanderbilt Beach Rd. Naples, Florida 34108239-449-7002

53.com

FIFTH THIRD PRIVATE BANK

SPECIAL THANKS to our media partners

NAPLES ILLUSTRATED

MICHAEL J. SEARCY, ChFC®, CFP®, AIFA® Leadership Collier Class of 2020

239.777.0018 | [email protected]

239-963-0700

FINEMARK NATIONAL BANK TRUST

CHARLIE MUELLER, West Florida President4001 Tamiami Trail N., Naples FL 34103405 Eighth Street S., Naples, FL 34102

239-262-8800 | northerntrust.com

NORTHERN TRUST

KALEIGH GROVERPublisher

3066 Tamiami Trail N., Suite 102, Naples, FL 34103239-434-6966

naplesillustrated.com

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