REAL HELP - Southwest Florida Community Foundation

www.floridacommunity.com 1

2 www.floridacommunity.com


From the President/Ceo

Often times when an organization selects a new leader the first question everyone asks is “What changes are you going to make?” People get excited about something new, innovative and different. The new person has a

thousand ideas to launch and is ready to hit the ground running.

It was no different for me when the announcement was made in November 2011 that I would be taking the role of president and CEO of the Southwest Florida Community Foundation. The moment the word was out, I was asked what I had planned for the future of the Foundation.

My answer was simple. I have one agenda item for my new role and I expect it to make all the difference in the world. I plan to listen.

One of my favorite quotes is by Henry J. Kaiser, “I make progress by having people around me who are smarter than I am and listening to them. And I assume that everyone is smarter about something than I am.”

This year the Southwest Florida Community Foundation celebrated 35 years in this community and as I begin my new role as President and CEO I am surrounded by people who are smarter than I am about what it means to be a part of the Foundation and this community.

I have had the opportunity to listen to many of the founders of the Southwest Florida Community Foundation who were willing to take a risk 35 years ago with their time and money to invest in the future of Southwest Florida; I have listened to dedicated donors who are passionate about a community cause or endeavor and want to make sure that their passion lives on long after they are gone; I have listened to scholarship recipients who would not have been able to attend college without the support of the scholarship funds that have been established at the foundation; I have listened to fathers who set up funds in honor of a child who has been lost to a tragedy; I have listened to children of parents who were committed to the arts and wanted the family legacy to live on; I have listened to women who want to see their donations having an impact now through the annual grant programs and later through an endowment fund; I have listened to Sanibel and Captiva residents who care especially about island needs in the future and neighbors from Bonita Springs who want to use their fund to strengthen non profits in that community; I have listened to professional and amateur advocates of the arts, education, human services and environment, all pledging their support for the future; I have listened to the staff who are dedicated to making the Foundation work; I have listened to supporters share the history of the organization that has been built on trust, strength, longevity and good stewardship; and I have listened to a community full of people who have hope for the next 35 years and beyond.

If you have thoughts or ideas about how the Southwest Florida Community Foundation can impact the next 35 years in this community, please email me at [email protected].

I am listening.

Sincerely,

Sarah Owen


The mission of the Southwest Florida Community Foundation is to connect donors and their philanthropic aspirations with evolving community needs."Our vision is to be the leading resource in Southwest Florida for compassionate and flexible charitable giving."

Areas we fund include: The Arts, Environment, Education, Human Services, Healthcare, Animal Welfare and Preservation

National StandardsThe Southwest Florida Community Foundation is proud to be recognized and confirmed as being compliant with National Standards for U.S. Community Foundations.

Why National Standards Are Important for Community Foundations?*

Community foundations in the United States serve tens of thousands of donors, administer more than $31 billion in charitable funds, and address core concerns of more than 650 communities and regions. There are many reasons that standards are important for both established and new community foundations. National Standards guide sound policies and accountability practices, dis-tinguish the field from others, and build the capacity of community foundations to carry out their missions.

These standards promote excellence in six key areas:Mission, Structure and Governance, Resource Development, Stewardship and Accountability, Grantmaking and Community Leadership, Donor Relations, and Communications.

* The above information comes from the Council on Foundations. For more information on National Standards and the Council on Foundation, please contact them at 202-466-6512 or visit their website at www.cof.org.

Unity throUgh oUr mission

1976 Year Southwest Florida

Community Foundation was formed

By the NumBerS

329Number of endowed funds

through the SWFLCF

$81 millionContributions received

since we started

$50 millionGrant & scholarship money

provided since we started

9Number of employees

at SWFLCF


What is a Community Foundation?A community foundation is a tax-exempt, non-profit, autonomous, publicly supported, nonsectarian, philan-thropic institution with a long-term goal of building per-manent, named component funds established by many separate donors for the broad-based charitable benefit of the residents of a defined geographic area, typically no larger than a state.

The Southwest Florida Community Foundation (SWFLCF) has established and continues to build a permanent collection of endowed funds from a variety of sources. Contributions are then combined and invested. This pooling of resources allows people of all means and income levels to contribute to and become a part of their community. Each year, earnings from the endowed funds are returned to the community in the form of grants, scholarships, and other charitable distributions, improv-ing the quality of life for community residents.

Because we know the local area, the Community Foundation can readily facilitate a donor’s specific wishes, or help to put a donor in touch with innovative, effective organizations that the donor may not already know.

The Southwest Florida Community Foundation empowers Southwest Florida by producing a continuous stream of income to address changing community needs over time with our endowed funds.

For 35 years, SWFLCF has been the leading resource in connecting donors and their philanthropic aspirations with evolving community needs in Southwest Florida. SWFLCF provides grants and scholarships in Charlotte, Collier, Glades, Hendry, and Lee counties. Since its inception, the Community Foundation has awarded $50 million.

The diversity and flexibility of the funds established and maintained by SWFLCF cover a multitude of worthy organizations and causes throughout Southwest Florida.

Why a Community Foundation?Community foundations go beyond simply mak-ing grants that advance charitable activities. They also identify current and emerging issues, channel resources to address their communities’ needs, and help their re-gions prepare for the future.

Unity throUgh oUr mission

REAL PEoPLE | REAL HELPReading isn’t just a discipline or a skill; it’s a master key that unlocks a multitude of doors. Speaking of the importance of reading, Abraham Lincoln said, “A capacity and taste for reading gives access to whatever has already been discovered by others.” Reading allows us to experience the experiences of others and to discover their discoveries.

For children, reading can unlock doors to faraway places, and when reading is supported by modern technology, visiting those faraway places becomes possible without even having to travel. Thanks to two recent Community Foundation grants totaling $40,000, Catholic Charities/the African Caribbean American Center (AFCAAM) was able to continue supporting its after school reading program and also add a computer lab. Using the computer lab, creative teachers have been taking their young students on “virtual” trips around the world. While travelling virtually through Paris, for example, the students view photos and read all about the city’s historic sites, museums, and daily life in another country.

This is just one way in which generous Southwest Floridians are using their charitable passion for education to make a difference in the lives of local children.


Unity throUgh the magiC oF endowment - the santini story

Hundreds of grants have been awarded from this fund since 1978.

Fort Myers attorney Tom Smoot, Jr. had just seen a client leave his money to a community foundation in Miami because there wasn’t one in Southwest Florida and he was determined to prevent that from happening again. Tom gathered some of the region’s top civic leaders and started the Southwest Florida Community Foundation

with $500 donated by First National Bank of Fort Myers.

Tom’s idea matured slowly, but he was joined by visionaries who saw potential. They realized that rapid growth in the area was accompanied by the increased desire of many residents to make meaningful contributions for the improvement of the community’s health, educational, cultural, and social life.

During the first years of the Community Foundation’s existence, modest gifts were received. At the same time, donors began naming the Community Foundation as a beneficiary under wills and trusts which would mature upon the death of the donor.

The first major gift to mature was received under the will of the late Leonard Santini who had created a very large Field-of-Interest Fund. Santini, a potato farmer and fisherman from Iona, was a giving man. He dreamed of using his hard-earned treasure for the benefit of children with mental health problems, underprivileged children, and Christian education. With Community Foundation trustee John Sheppard’s guidance Mr. Santini willed his Fort Myers Beach shopping center to the Southwest Florida Community Foundation. After his death in 1978, the Community Foundation sold Santini Plaza for $2.5 million.

$2,525,029

$2.5 million

$6 million in grants since inception

$1.9 million in grants during the last 10 years

the SANtINI FuNd hundreds of grants have been awarded from this fund since 1978. Including:

Junior Achievement, for a financial literacy program

Literacy Council of Bonita Springs, new library for Moms & Tots program.


tyPes oF FUnds

Why A Fund At Southwest Florida Community Foundation?A fund enables you to:

• Create a lasting impact in your community

• Experience personalized service from professionals who know you, your interests and the needs of the community

• Engage your family in giving

• Name your fund and transform your check writing to a charitable vehicle that performs like your own private foundation

One of the greatest advantages of SWFLCF is its flexibility. Funds can be tailored to the philanthropic interest of each donor. For a list of fund minimums and administrative fees, please see our website at www.FloridaCommunity.com. The following types of funds are available through SWFLCF:

CoMMUNITY: Community Funds are flexible and responsive to emerging and changing community needs. Because donors do not limit the fund to a single cause or purpose, the Community Foundation’s Board of Trustees can be more responsive to the immediate needs of the community.

FIELD-oF-INTEREST: Field-of-Interest funds allow donors to support causes addressing specific areas of interest, such as education, health, the arts, or animal welfare. The donors decide which area(s) they want to support without having to name a specific nonprofit organization.

DESIGNATED: Designated Funds allow donors to support specific nonprofit organizations through an endowed fund, supporting the organizations long into the future. And if, in the future, an organization no longer exists or no longer offers programs the donor intended to support, the Community Foundation will identify another nonprofit organization that meets the donor’s charitable goals.

AGENCY ENDoWMENT: Agency Endowments are long-term funds held and managed by the Community Foundation on behalf of a nonprofit organization. The nonprofit organization may receive the annual proceeds or roll the amount over to build the endowment for the future. The fund is owned by the Community Foundation on behalf of the charitable agency.

SCHoLARSHIP: Scholarship Funds are dedicated to the continued education or training of young people or adults. Scholarship programs may be designed to meet the donor’s interests and specifications (e.g. academic achievement, living in a particular geographic region, studying a specific subject, etc.).

other Giving ToolsDoNoR-ADVISED: Donor-Advised Funds, which are simple, affordable, and flexible charitable giving tools, allow a donor to provide advice to the Community Foundation on awards to charities. Sometimes donors have specific groups they know they want to recommend for support from their funds; others welcome the opportunity to work with the Community Foundation’s experienced staff to identify groups and areas they want to support, and to think about how to give in a strategic way.

CHARITABLE GIFT ANNUITIES (CGAs): SWFLCF works with each donor to establish what areas of the community their funds will support after their death. In exchange for their contribution of cash, stock, or other property, donors are assured a lifetime of payments that are made monthly, quarterly, or semi-annually. In addition to the steady income of these fixed payments, donors enjoy certain tax advantages, such as reduced probate costs and estate taxes. If the annuity is funded with appreciated assets, the capital gains tax is applied to only a portion of the gain and is reported over the donor’s life expectancy. The size of payments is determined by the size of the contribution, the donor’s age at the time the gift annuity is established, and whether the annuity covers one or two people.



the women’s LegaCy FUnd

How We Make An ImpactContributors’ annual donations are used for immediate grants as well as to increase the WLF’s permanent endowment fund. Annual Contributors choose the focus of the annual grants, which so far have included literacy, violence prevention, mental health, and homelessness.

Grants to local non-profit organizations are selected by the WLF’s Grants Committee and funded by both annual contributions and the endowment fund.

The WLF hosts bi-annual luncheons for Contributors and guests. At these events, women come together to network, award grants, and learn about the impact their giving is having on the community.

Becoming a SupporterWomen may join the WLF at any time of year. We have three contribution levels:

· Benefactor = $250 or more;

· Patron (25 years or younger) = $100 or more;

· Prima donor = $10,000 or more; (considered to be a lifetime annual contributor)

One half of all contributions (with the exception of any contributions specifically made for administrative or extraordinary expenses) will be pooled for the purpose of immediate annual grants; the second half will be pooled into the WLF’s endowment fund, which provides additional grants to be made both now and in years to come.

Join Us. If you are interested in making a difference in Southwest Florida through the Women’s Legacy Fund, call us at 239-274-5900, or visit us online atwww.FloridaCommunity.com

Be An Angel MakerAn honor that will last forever... The WLF Angel program is a fundraising initiative unique to the WLF. Donors who would like to honor or memorialize a friend, relative, neighbor, or influential woman in their life contribute a minimum of $1,000 to designate her as a “WLF Angel.” Angels are publicly honored at WLF luncheons and are inducted into the “Hall of Angels” on the WLF website. 100% of WLF Angel contributions are placed in the endowed fund so they can provide future grants in perpetuity.

your CoNtrIButIoNS Are A CAtALySt For ChANge, now & later.



women’s LegaCy FUnd angeLs

Sue AckertMarie M. AckordBetsy AldermanGail BaumgartenKaren BensonBetty BireleyDiane BreenCindy Shartle BrownRusty BrownMary Jo BurkeMei-Mei ChanSuzanne ClappCarolyn ConantJulia CorbettHoney (Ellen) CostaLucy CostaAmanda B. CrossGeorgia DarehshoriJane E. de LisserDawn-Marie DriscollBeth DrouinJulia EastMichele EddySusan Erickson

Cheryl FauselSharon FelsenthalMelissa GambaJamie B. GatesAmy GravinaPeg Gray-VickreyKatherine C. GreenSandy GreenbergElly HagenLalai HamricPatti HardinJody HartHelen HeffingtonGwenda Hiett-ClementsMartha HowardMelinda IsleyDonna F. KayeJane L. KellyKathryn KellyLiz KinseyElenore KleistKathryn Kleist- DerheimerJane Kuckel

Holly LelandSandy LeonardPam LimegroverLinda LinnehanBeth LobdellMary LoveTammy Surratt MarinoGail MarkhamJoan L. MaupinKatherine MayeronSusy MertzRhea B. MikeLorraine S. MillerTara MolloyMary MooreRoberta L. O’BradRose O’Dell KingMaryanne OlsonBarbara H. OrrSarah OwenChristina ParkerNina PaightLou PontiusKaren Quanstrom

Mary RichardsonPhyllis RieserKristin G. RittsRobbie RoepstorffCarolyn RogersLouise SenneffBetteann ShermanKathy ShimpBelle DeKoff ShouseLaurel SmithHalcyon St. HillPumfey SteffensSandra StilwellKathy SturgisBrenda TateGay R. ThompsonLinda TreiseLinda UhlerMary Van SciverMyra WaltersLori WilsonRodlyn Flinn WoodwardGinny YatesJudith Yevick

Women’s Legacy Fund Contributors

Denotes WLF Angel Maker

Linda AckertMaureen BashawAlexandra BremnerEunice BremnerRusty BrownMaureen CullBernese DavisSara DarehshoriJane de LisserDawn-Marie DriscollMarcella DriscollBeth DrouinJulia EastCynthia Perry FetterhoffAline FlynnNahid GhashghaiDena GeraghtyBeulah Gustafson

Lalai HamricAnne HarperVirginia HartshorneMyrtle Robinson HearnSister Therese HigginsMargaret HoornemanKhanom KanaanEleanore KleistPat LimegroverPeggy MacDonaldBarbara MannMavis MillerLorraine MillerMelvin MorganLou PontiusEva ReynoldsCarolyn RogersEllen Sheppard

Belle DeKoff ShouseAnn SmootVera StephensKathy SturgisMadeleine TaeniBrenda TateMozelle Tate

Pamela TempletonGay ThompsonStephanie WebbMargareta WestIsabelle WojnarLouise Woolley


LegaCy soCiety

The Legacy Society of the Southwest Florida Community Foundation is made up of very special people who are current and future endowed fund holders. Members include any individual who has established an endowed fund or who has informed us that upon their passing an endowed fund will be established with

the Community Foundation. Being a member of the Legacy Society provides opportunities for strengthening and developing relationships. We deeply thank our current members:

Albert & Enid AbdoHal & La Donna AbelsonMarie AckordTodd AdamsRene AffourtitDee & Len AhlfeldCarl AldermanBetsy AldermanPete & Elaine AllenAudrea AndersonSusan AnthonyFrances ArmentroutRep. Gary AubuchonFrancis Bailey, Jr.Donna BakerCarl Barraco, Jr.James & Gail BaumgartenSusan & Phil BennettJean S. BidwellBetty BireleyJack & Shelley BlaisSunshine BoboRoy BorregoAnn BradleyJay BrettJune BridgesJoyce BriggsDaisy BrosseauRusty BrownBill BurdetteClaudia BurnsRobert BurnsMarilyn CapaldoDavid & Marjorie CasperJoe CattiAnnie Lou ChapmanCharles & Kay ChittyFrank & Julie ColungaDavid CooperMary CoscianiMiller & Toni CouseRichard & Cherrill CregarSylvia CrouseRobert da Frota

Dorothy DaleyCarol Daniels & Dick JackerJohn & Jean DannemillerIra DashBerne DavisKenneth & Ruth Davis, Sr.Donald & Nancy DavisPatricia Delisio Jane E. de LisserPatricia DobbinsCharles & Ann DodsonPaul & Mary DouglassDawn-Marie Driscoll & Norman MarcusRichard & Patricia DriscollJanet DunnRichard & Erna DurnwaldGregory EarleJulia EastArthur & Barbara EdwardsLois EdwardsMary Quigley EllerGuy EmerichKevin & Andrea ErwinRonald & Leslie EzerskiJohn & Gloria FassettDean & Alice FjelstulGinny FlemingAline FlynnWilliam & Lorraine FreyBill & Charlotte FriedeChris GairSam & Kathy Galloway, Jr.Jamie GatesRichard & Faye GatesPatricia GraddyWilliam & Nanette Graddy, Jr.Marilyn GrahamWilliam & Diane GreenSteve & Mandy GreensteinFrances Harris GreshamElsie GriegerEarl GrovesCraig Guild

Robert HagueDuane & Marilyn HalversonAlbert HanserElizabeth HarmonFrank & Betty HaskellArchie Hayward, Jr.Scott & Helen HeffingtonJoe & Barbara HilliardLarry HobbsFrancis HowingtonCharles & Linda IdelsonDavid Jennings & Liz SotzRobert P. JohannsenFranklyn & Elena JohnsonDorothy JonesStanley & Carol JonesSadako K. JuddBob & Donna KayeDavid & Elizabeth KeenDonna R. KeenChris & Lisa KelleyBarbara Harris KiteEleanore KleistWilbert KnipeRussell & Gwendolyn KraayTom & Joan KrickNora KriegerArthur KurtzeGail LawsonJeff LedwardHoward & Marilyn LelandDiane LepolaDavid & Linda LucasBob & Donna MacDonaldKay MacDougallJohn & Marjorie MaddenTammy Surratt MarinoThomas MarshallRobert & Pam MartinShirley MatthaiWilliam & Barbara Maruchi Joe MazurkiewiczMarie-Michelle McCarthyJacke McCurdy


LegaCy soCiety

Arden McCurdyMargaret Bly McLeanJack & Mary McNairyCarl W. MeyerWilliam J. MikellRonald & Janice MillerT. Wayne & Mavis MillerHenry & Julia MoguilFrederick & Melvin MorganPaul MortonRosemond MurphyGary & Elizabeth NammJim NathanNancy NearGeorge & Virginia ParkerSandra ParkerMichael PeceriAnn PerchErik & Lana PetersenTessie PfenningDavid & Sandy PohlDorothy Lillian Kiesel PollJohn PollockLarry PomposiniSteve PontiusJohn PottsWilliam PratherAllen & Cecilia PratherBonnie PratorRichard PrescottPamela PutnamMary PuzzoMargaret RaizikJack & Shirley RasmussenThomas RentzJohn & Kathryn RichardsonDarren RobertshawMary RobertsonDavid & Sue RobinsonSandy RobinsonRobbie RoepstorffBill & Carolyn RogersDon & Nancy RolleyGrant & Jerry RosensteelJulia RushDavid & Bea SanfordHelen SarloKaren SchlagDave & Kathie ShellenbargerJohn & Ellen Sheppard

Bob ShraderKatherine SimpsonDiehl & Josephine SlussBen & Carol SmootTom Smoot, Jr.Gene SolomonJim & Patty SprankleBernadine Stuefer AndersonJeremiah & Barbara SullivanClara SzathmaryMadeleine TaeniDewey & Brenda TateLois TaylorJeanne TelepRuth TobeRobert TomlinsonStephen & Marie TranovichLinda TreiseFrances Lussenhop UsherNina Van ZyleMary VerdeDon & Frances WaldronMyra WaltersJohn & Maggie WarfieldBetty WatersScott WhiteGuy WhitesmanSteven WhitleyG. Napier WilsonJames & Natalie WismarJoseph & Patricia WolfMike & Laura WoodwardRodlyn Flinn WoodwardRichard & Joan Wright Barbara YeomansStan ZellWilliam Zink

REAL PEoPLE | REAL HELPIn 1991, Frank wanted to honor his son Chip’s memory by establishing a fund that would help others. Frank said, “I wanted to leave some kind of evidence of his having been here and having served in the Army and in Viet Nam.” Today, the Chip Johnson Memorial Scholarship is helping students to achieve their dreams of higher education.

The Southwest Florida Community Foundation helped Frank to design a fund that would reflect his charitable passion for education. Frank’s scholarship fund supports students with a GPA of 3.5 or higher who have completed sixty hours of college and who are pursuing a 4-year degree at Barry University, Florida Gulf Coast University, Nova University, Edison State College, Hodges University, or other regionally accredited college in Southwest Florida. In 2011, this fund helped to support three more students as they worked toward their goals of education and careers.

The Community Foundation has over 61 scholarship funds that have been set up by people like Frank who have a passion for education and a desire to support students in Southwest Florida today and well into the future. Because these funds are endowed, they provide scholarship grants immediately, and they continue to grant scholarships for years to come. Through this power of endowment, people are able to establish a real legacy of giving. Frank wanted that legacy for Chip, and because of it, many students will be able to pursue their goals of a college education.


The Southwest Florida Community Foundation administers more than 329 endowed funds that are created through the generosity of local donors. Because of these funds, we are able to provide grants that support nonprofit organizations throughout Charlotte, Collier, Glades, Hendry, and Lee counties.

TYPES oF GRANTSNon-competitive grantsThese grants are made through Designated Funds and Donor-Advised Funds, established by individuals, companies, and community groups that support the interests and philanthropic goals of the donors as well as the Community Foundation’s mission and operating principles.

Competitive grantsAnnual Giving, Community Funds, and Field-of-Interest Funds are available for competitive grant cycles. The Southwest Florida Community Foundation seeks to be a responsive and proactive community partner that works strategically to address existing and emerging community needs through our competitive grants program. Grants are awarded to eligible agencies to support a broad range of services in the Southwest Florida region.

The Community Foundation is particularly interested in supporting efforts that improve the capacity of organizations to deliver services to their clients.

GRANT CYCLESCapacity grantsThe Community Foundation’s Capacity Grants support training seminars and other staff development activities, the hiring of organizational development consultants, and small equipment expenditures.

Community Impact grantIn the Community Impact Grant Cycle, grants of up to $25,000 are awarded to organizations in program areas such as Animal Welfare, Community and Economic Development, Education, Healthcare, and Human Services.

The Community Foundation awards grants for project-specific, capital, and technical assistance purposes. Project-specific grants are primarily for new or expanded programs and pilot or demonstration projects. Capital Grants support the construction, acquisition, and renovation of facilities, as well as the purchase of equipment by an organization. Technical Assistance Grants support organizational development activities for nonprofits, addressing such issues as board governance, strategic planning, resource development, and interagency collaboration.

Arts and Attractions grantThe Arts and Attractions Grant Cycle was established as a partnership with the Tourist Development Council and the City of Fort Myers to use existing resources to assist arts and attractions agencies with both marketing and operational expenses. The two types of grants offered are Marketing and Visitor Enhancement Grants and Basic Operating Grants.

Unity throUgh oUr grants


Unity throUgh oUr grants

GooD SAMARITAN FUNDSSeveral funds have been established in which the donors requested their funds’ earnings be used to help those less fortunate who may be in dire or immediate financial need. Funds are dispersed for the benefit of a person or family in need of emergency funding such as rent, electric or other utilities, burial or medical expenses, or other emergencies.

• SWFLCF has entered into a partnership agreement with United Way 211 to oversee the distribution of funds from the Good Samaritan Fund. At the beginning of each month, SWFLCF makes a $2,500 grant out of the Good Samaritan Fund to United Way 211 to help with these types of emergency financial needs. United Way leverages our grant with other funding to potentially stretch our funding further for the greatest community impact. To ensure accountability, the United Way provides a monthly report on the expenditure of funds, which is reported to the SWFLCF Board of Trustees.

• SWFLCF also has an established fund to help Sanibel Island and Captiva Island residents and workers. Requests for assistance are made to various agencies on the islands and are then forwarded to the Community Foundation.

• The James Harper Marshall Good Samaritan Fund has been established for the benefit of those in the Greater Bonita Springs area who need assistance. Requests are received from nonprofits serving residents who then submit requests to the Community Foundation.

HoW To APPLY FoR GRANTSSWFLCF grant applications are available online through our E-Apply tool. Interested organizations should visit our website at www.floridacommunity.com where you will find detailed instructions about filling out our online applications. Paper applications are no longer accepted by SWFLCF, but we are confident that you will like the online process; it’s fast, easy, and saves a lot of trees!

REAL PEoPLE | REAL HELPJake* is an operation Iraqi Freedom combat veteran who recently finished active duty in the Middle East. Returning home to ohio, Jake sup-ported his wife and three small children with his savings while searching for work. Unsuccessful in ohio, Jake was eventually offered a construction job in Fort Myers, Florida. He packed all of the family belongings into and onto the family van and happily headed to Florida.

When the family arrived in Florida, Jake found that the job had fallen through. With no home and very little money left, Jake searched frantically for help, living in hotels and even out of the family van.

one day, while driving past the local Red Cross building, Jake felt compelled to stop in and ask for help. Fortunately, the Red Cross had recently hired an Armed Services Coordinator to handle cases like Jake’s, a position that was created with the help of a $20,000 grant from the Southwest Florida Community Foundation.

Jake received some cash to get food for his family and fuel for their van. Then, the Red Cross was able to get him plugged in to other services to keep him afloat while he searched for work. Today, Jake and his wife both have full-time jobs and a home here in Florida.

(*Name changed to protect privacy)


oUr 2010/2011 ComPetitive grant reCiPients

Arts & Attractions Grants ArtFest Fort Myers, Inc.Arts For ACTBailey-Matthews Shell MuseumBIG ArtsBonita Springs Concert BandCalusa Nature Center & Planetarium, Inc.Center for the ArtsCity of Bonita Springs & Friends of the Nature Place, Inc.Cultural Park Theatre Company Inc.ECHO, Inc.Florida Arts, Inc.Florida Repertory TheatreFriends of the Lakes Regional LibraryGulf Coast SymphonyGulfcoast Dance, Inc.Imaginarium Hands-on Museum & Aquarium AgencyLee County Alliance for the ArtsMusic Foundation of Southwest FloridaRiver District Alliance (Fort Myers Art Walk)Sanibel Music Festival, Inc.Southwest Florida Attractions AssociationSouthwest Florida Museum of History Foundation, IncSouthwest Florida SymphonyThe Nature Park Environmental Education Foundation, Inc.Theatre ConspiracyUncommon Friends FoundationYoung Artists Awards, Inc.

Bonta Springs Annual Grants Abuse Counseling & Treatment, Inc.Girl Scouts of Gulf Coast Florida, Inc.LARC, Inc.Meals on Wheels of Bonita Springs, Inc.Pinewoods Elementary SchoolSpring Creek Elementary School

Inititative Grant Center for Abuse & Rape Emergencies of Charlotte

County (CARE, Inc.)The Foundation for Lee County Public Schools, Inc.

Capacity Grants Bonita Springs Concert BandBroadway Community ChurchBrookwood FloridaCenter For Independent Living of SWFL, Inc.Charlotte County Healthy Start Coalition, Inc.Child Care of Southwest Florida, Inc.Children's Advocacy Center of SWFL, Inc.Children's Network of Southwest FloridaChrist United Methodist ChurchCommunity Cooperative Ministries, Inc.Ebenezer Christian Academy of Fort Myers, Inc.Estero Community Improvement Foundation, Inc.Eternal Home and Wecare Outreach Ministry, Inc.First Macedonia Missionary Baptist Church, Inc.Footsteps To The FutureFort Myers Rescue MissionGirl Scouts of Gulf Coast Florida, Inc.Guardian Angels for Special PopulationsHabitat for Humanity of Lee County, Inc.Harlem Heights Improvement AssociationHealthy Start Coalition of SWFL, Inc.Hope Clubhouse of Southwest FloridaHouse of Prayer Food BankInvest in America's Veterans FoundationIsland Coast Aids Network, Inc.Junior Achievement of Southwest Florida, Inc.Lakes Park Enrichment FoundationLee County Housing Development CorporationLiteracy Council Gulf Coast, Inc.Literacy Volunteers of Lee CountyOld Punta Gorda Inc.Our Lady of Light Conference of the Society of St.

Vincent de PaulOur Mother's Home of Southwest Florida, Inc.Partners for Breast Cancer CarePine Manor Improvement Assoc. Inc.Quality Life Center of Southwest Florida, Inc.Southwest Florida Addiction Services, Inc.


oUr 2010/2011 ComPetitive grant reCiPients

The Foundation for Lee County Public Schools, Inc.The Salvation Army of Lee, Hendry, and GladesUncommon Friends FoundationVirginia B. Andes Volunteer Community ClinicVoices for Kids of Southwest Florida, Inc.Wings of Shelter Int'l, Inc.Young Artists Awards, Inc.

Major Annual Grant Animal Refuge Center, Inc.Abuse Counseling & Treatment, Inc.Agape Home, Inc.Alvin A. Dubin Alzheimer's Resource CenterAmerican Red Cross of Lee CountyBeacon of HOPEBonita Springs Lions Club Eye Clinic Inc.Catholic Charities, Diocese of VeniceChild Care of Southwest Florida, Inc.Clewiston Christian SchoolCommunity Cooperative Ministries, Inc.Creative Resources Works, Inc.Easter Seals Florida, Inc.ECHO, Inc.Family Health Centers of Southwest Florida, Inc.Florida Gulf Coast University Foundation, Inc.Hope Clubhouse of Southwest FloridaLiteracy Volunteers of Lee CountyPACE Center for Girls of Lee CountyPine Manor Improvement Association, Inc.Special Equestrians, Inc.The Foundation for Lee County Public Schools, Inc.The Salvation Army of Lee, Hendry, and GladesVirginia B. Andes Volunteer Community Clinic


Why I Love Scholarships by Bob da Frota, Senior Advisory Trustee, Southwest Florida Community Foundation

From my experience, I can attest that Southwest Floridians are incredibly generous and are committed to helping others succeed through

higher education. What qualifies me to make such a statement? Well, for the last twelve years, I have been a trustee of the Southwest Florida Community Foundation. Additionally, for the past three years, I have had the privilege of overseeing the Community Foundation’s scholarship committee, which is comprised of volunteers who are tasked with assisting in the organization’s awarding of scholarships to some of Southwest Florida’s deserving students. This task is not only a lot of work, it is also emotionally painful, and yet every year we continue to do this necessary work. Why do we do it? I can only speak for myself.

The scholarship review process is something that is time intensive, and is almost entirely done by volunteers. Once the Community Foundation staff has assembled all of the completed scholarship applications, a group of community volunteers are assigned to read the applications. These scholarship readers, who come from a wide variety of professional backgrounds, review each application analytically as well as intuitively. Each award recipient must meet the wishes of the scholarship’s donor, something that each reader works hard to ensure. After all applications have been reviewed, the readers make their recommendations. Some chosen applicants go on to be interviewed by Community Foundation trustees. When this process is complete, the Community Foundation is then able to notify the scholarship award recipients.

The challenge of every year is that all of our applicants are already winners. They are products of their own unique backgrounds and stories, having overcome many types of challenges, and they are all deserving. As readers, we sit around a table and feel the pain of recommending one student over another. In April, at the end of this process of awarding scholarships, we committee members are emotionally exhausted. So, why do I do it?

I reflect on the fact that donors not only entrust us to carry out their wishes, but also make it possible through their vision and generosity for very special people in our

community to pursue their dreams. The donors gave their money, and surely, I can give my time.

I think about the parents, families, friends, and teachers who have instilled the qualities that have brought our children to this point in their lives. They are to be commended for giving these kids the support, guidance, and encouragement that they needed. Having done their part, then, I keep doing mine.

I know I have grown from the camaraderie of my fellow trustees and readers and donors. We have weathered countless hours and the emotional ups and downs together. Yet, during the interview process, we are inspired by the students’ sparkling eyes, enthusiasm, and confidence.

Of the many stories we could relate, one reflects it all—the story of a young woman who was interviewed for the John M. and Mary A. Shanley Memorial Scholarship. It is a four -year scholarship for those pursuing medicine, law, dentistry, math, and science education. The scholarship is worth $5,000 per year for a total of $20,000.

When this young lady was interviewed, she brightened the whole room and made us feel happier. She had the composure of a winner, not just because of her valedictorian rank and acceptance to an Ivy League university, but for her radiant smile. Her main success was in overcoming obstacles. She overcame language barriers to learn English as a teen, was the first of her migrant family, which frequently moved, to attend school, and she worked to support herself and her siblings.

Despite all the challenges I may have in my world, they are minor compared to what many of our scholarship candidates have overcome. They move forward, keeping their eyes on their dreams, with composure and exuberance. They give me hope.

I guess that’s why I do this. As I sign up to be a scholarship reader for next year, I embrace this quote from Mother Theresa: “It is not how much we do, but how much love we put into doing. It is not how much we give, but how much love we put into giving.”

Unity throUgh oUr sChoLarshiPs


Unity throUgh oUr sChoLarshiPs

2011 Scholarship Fund RecipientsAAuW & Sue gottcent memorialMandy-Ellen GoldenbergChelsea Birczak

Jordan Abdo & michael BluettKristin Kuhlman

Judge Isaac AndersonShanessa Stewart

Jane BerktoldDana PaganoEmily Lowman

James BilderMichelle RomanJordin LambThalia Stanberry

Carl e. BrooksKarl DufrenneStephanie Desgazon

John & ruth ChildeEthan Jansen

Couse-gram Ever Velasquez

d & A FloridaEver Velasquez

dash Nursing Anie Charles

dunbar heritageShanessa Stewart

Anne m. FassettAna Abarca

Paul & Aline FlynnAmelia RosenJessica WilliamsLindsay LadenJuliet Reilly

doris FreyJennifer BromwellAlana YallofChristopher Clarke

William graddyMitchell Cooper

Frances h. greshamCarolina Lerma

Chip JohnsonAndres BoralSherzod TokamovAndrea Mordue

george e. JuddSydney BellDaniel TalaveraJoseph Calderone, Jr. Abigail McMahonThalia Stanberry

doc Keen memorialAshley CoxKelsie Hansen

Isabel KirkpatrickMichelle Roman

robert A. KlecknerSara Martin

Carol Patti mcLaughlinJuliet Reilly

ruth messmerAbigail McMahon

Julie Willard mikellKaitlyn Rieser

Judge William J. NelsonConstance Hackler

robert & dorothy Pence Morgan Brown

Chet & Janett Perry rotarySara Martin

Faye Lynn robertsAmanda Brink

david robinson Arts Sydney BellAbigail McMahon

Sanibel Community ChurchMarjorie McCann

robert & margaret SchikoraAmanda Brink

John & mary ShanleyDesiree GoenagaJessica LeSanPaslene PericlesSatcha Sanon

ellen SheppardJannette Bautista

SWFL Sheriffs deputyAbigail OwiesnyAlexis Lytle

edna SwainArthur GreenLatisha FieldsDominque DeLoach

John & madeleine taeniAmanda BrinkAlana Yalloff

Thompson memorialHao TranAlexander RagoneseMorgan BrownKatie Melich


Unity throUgh oUr FUnds

CommunityAnonymous Fund #7 (2005)Anonymous Fund #8 (2008)daniel J. & Jane h. Berktold Fund (2007)John S. & Jane C. Bleakly Fund (2003)margaret t. & raymond L. Bray Fund (2002)Joan du Bane Caldwell Fund (1996)Bernice C. Chipley Fund (2001)Community Fund for greater Bonita Springs (2008)marguerite m. Covington Fund (1992)Cregar Family Bonita Springs Community Fund (2007)Vern & meryl eriksson Fund (2006)Ivan t. Fleming Fund (1992)Fund for Southwest Florida (2007)dorothy S. & ellis A. galleher Fund (2003)good Neighbor Community Fund (2008)The Family of J.r. griffin, Sr. Fund (2009)Walter A. & Johanne Bertha hagens Fund (1991)david & Patricia halley Fund (1991)A.W.d. & Frances A. harris Fund (1988)houkom Family Fund in honor of erling, Betty & Sarah houkom (2008)herbert e. hussey memorial Fund (1986)Joan & Thomas Krick Fund (2006)Walter B. & dorothy LaChicotte Fund (2003)Ione e. Peters Fund (2004)Alan J. robertson Board of trustees Fund (1997)Stephen John Schupert memorial Fund (2000)rebecca C. Smoot Fund in memory of J.t. Smoot & martha Smoot helgemo (1995)William r. Spear Fund (1998)William C. tepfer Charitable Fund (2008)Adelyn C. Thornton Fund (2003)robert L. tysar Fund (1996)elias & dorothy Van Krugel Fund (2005)dorothy V. Zobrist Fund (1996)

DesignatedThe Ladonna & hal Abelson Fund (2006) for Community Cooperative Ministriesdaniel J. & Jane Berktold habitat for humanity Fund (2007) for Habitat for Humanity of Lee County, Inc.Jane h. Berktold Parkinson Fund (2008) for National Parkinson FoundationWilfred & edith Berman Fund (2007) for All

Faiths Unitarian Congregation; Big Brothers/Big Sisters of SWFL; Hemlock Foundation of Florida, Inc.; Quality Life Center; Temple Beth EL; Unitarian Universalist Church of Fort MyersJohn S. & Jane C. Bleakly Fund (2003) for Juvenile Diabetes Research Foundation, Florida Suncoast ChapterBriggs Arts Fund (1999) for Lee County Alliance of the Arts Children’s Art ProgramBriggs musical Appreciation Fund (1998) for The Young Artists Program at the Southwest Florida Symphony Orchestra; The Fort Myers Community Concerts Association Inc.Joan du Bane Caldwell Fund (1996) for Center for Spiritual Living Cape Coral; The Salvation Army in Lee CountyCornelius huijer Caloosa humane Society Fund (1997) for Caloosa Humane SocietyThe Jean & Joseph Christen Fund for Animals (2010) for Animal Refuge Center of North Fort Myers; Humane Society of Lee County; Octagon Wildlife Sanctuary in Charlotte CountyArthur & ruth Clark Wake up America Fund (2001) for Wake up America of Southwest Floridadr. Frank & Julie A. Colunga Fund (1999) for Charlotte Country Day School; Marine Military AcademyIsabella Curtis Fund for Animals (2001) for Animal Rescue Center of La Belledr. Phyllis J. douglass Fund (2001) for Clinic for the Rehabilitation of Wildlife (CROW)Cora mae Williams gable Fund (1997) for First Presbyterian Church of Fort Myersmarguerite & guy howard Fund (2002) for St. Luke’s Episcopal Church, Fort Myers; Florida Gulf Coast University; The Shell Museum and Educational Foundation, Inc., Sanibel; The Salvation Army, Fort MyersClinic for the rehabilitation of Wildlife (2011)Knipe Family memorial music Fund (2004) for Music Foundation of Southwest FloridaThe Legacy Society at Shell Point retirement Community Fund (2003)mary & Jack mcNairy Fund (2007) for United Way of Lee County for Bonita SpringsJames d. & eleanor F. Newton uncommon Friends Fund (2004) for Uncommon Friends Foundation, Inc.North Fort myers Lions Civic Association Fund (2007) for Lions Eye Institute for Transplant


and Research Foundation; Visually Impaired Persons Center of Southwest FloridaBardo & Jennie Nicolosi take Stock in Children Fund (2003) for The Foundation for Lee County Public SchoolsJillian Prescott memorial history Award Fund (2002) for Florida Historical SocietyJillian Prescott memorial music Fund (1999) for Southwest Florida Symphony SocietyJohn e. Presser Charitable remainder unitrust Fund (2006) for Shriners Hospital for ChildrenCharles J. & mary Puzzo Family endowment Fund (1998) for Hope Hospice of Lee County; Leukemia Society of America; Crohn’s & Colitis FoundationJohn h. & robert S. Sanderson Fund (2009) for Southwest Florida Boy Scout Council, Inc.St. Columbkille Catholic Church designated Fund (2011) for St. Columbkille Catholic ChurchCarl “Bud” Vietor memorial Brightest horizons designated Fund (2010) for Brightest Horizons Child Development CenterJ. harold & h. Virginia Wand memorial Fund (1996) for Covenant Presbyterian Church.Betty Suter Whistler endowment Fund (2001) for Brightest Horizons Child Development CenterLouise Zmuda Charitabe Fund (2004) for Florida Lions Clonkin Center for the Blind

Field of Interestdorothy m. Beall good Samaritan Fund (1991) Helps needy persons who have suffered some loss, or have need of Christian charity.Beryl Berry Fund (1988) Assists abused women or children, or charitable agencies that assist them.Charles & roberta Church Fund (1995) Benefits needy and disabled citizens of Lee County.Arthur A. & ruth W. Clark Fund (1997) Provides educational materials to improve the education and quality of life to migrant workers, needy persons in homeless shelters, children’s orphanages, and battered women’s shelters. Also provides assistance to community food pantries, food banks, and distribution of food to the poor; assistance in food salvaging programs; as well as assistance in providing building materials for urban renewal programs for needy persons to acquire a home.

Curry Fund (2002) Provides assistance for health issues for active or retired captains of charter boats who are residents of the State of Florida who have or who have had a United States Coast Guard Master License and who are members of and have maintained membership in the National Party Boat Association, while they were party boat captains.marjorie P. dowell Fund (2000) Supports Alzheimer’s research and grants to needy individuals suffering from the disease, as well as health organizations which support funding and research related to eye care, in particular the diseases of macular degeneration and cataracts.Sigourney esty Fund (2003) Provides for the care, treatment, and general welfare of domestic and wild animals in Charlotte and Lee Counties.Joyce Lee eudy Charitable Fund (2006) Benefits children and families in Southwest Florida affected by autism and other developmental disorders, and to research the cure and treatment for these diseases.Fossils Fund (2010) Assists with the healthcare and medical needs of residents of Sanibel and Captiva.Carl C. graham memorial Fund (2010) Supports literacy for children and arts education for children, including drama, music, painting, and dance.Beatrice C. heesch Fund (1994) Provides medical assistance to the elderly (over 65) in Fort Myers.Sadako Judd Fund for the Arts (2000) Benefits the arts in Southwest Florida.howard L. and marilyn t. Leland Christian Charity Fund (2005) Benefits Christian organizations and charities which further the work and ministry of Jesus Christ.Annie Lohr memorial Fund (2007) Supports the needy and neglected, especially foster children and battered women.James harper marshall good Samaritan Fund (2001) Supports a Bonita Springs resident or worker in an emergency situation on a one-time basis.margarete matheisen Fund (2008) Assists the poor and/or homeless individuals of Lee County.



Patricia B. murray Charitable Fund for the humane treatment of Animals (2004) Provides assistance for the care, preservation and humane treatment of animals in Lee County.Bardo & Jennie Nicolosi Children’s Fund (2003) Supports children’s charities and programs in Lee County.Nonprofit training and development (2007) Assist

Lee, Charlotte, Collier, Hendry and Glades Counties nonprofits in leadership development, grantwriting skills, financial management, and other pertinent employment seminars and training as recommended by the staff of the Southwest Florida Community Foundation.

dr. earl F. & Ann A. riggs memorial Fund (1990) A “Good Samaritan” fund helps families with catastrophic or immediate needs, and gives assistance to the elderly in Lee County.

Leonard Santini Fund (1979) Helps a variety of causes in Lee County, including, food, medical care, education, and housing for needy children, children with special needs, and children with emotional problems, with preference given to Catholic-related charities.

St. Joseph Foundation health & human Services Fund (2005) Benefits qualified charitable organizations in Charlotte County or contiguous counties for the purposes of healthcare, medical education for residents of Florida, human services, and disease management and prevention.

The Jeanette g. Shepherd Fund (2009) Benefits underpriviledged people in Lee County.

richard & Katherine Simpson Fund (2010) Provides for orthodontic procedures for children of families who are legal and responsible citizens of this country.

Fred S. & geraldine Willard ‘good Samaritan’ Fund (1989) Assists families in Southwest Florida who are in dire or immediate need.

Women’s Legacy Fund (2008) Enables women in Southwest Florida to direct their giving in focused, strategic ways, and the fund’s mission is to improve the quality of life in Southwest Florida from a woman’s perspective.

Designated PrincipalCaptiva Chapel by the Sea designated Principal Fund

(2003)Captiva Chapel by the Sea historic Preservation Fund

(2004)Friends of Barefoot Beach Preserve Fund (2002)greater Fort myers Chamber of Commerce education

Fund (2000)our mothers home Building & maintenance Fund

(2006)

Sanibel Community Church - mina tamblyn Fund (2000)Sanibel School designated Principal Fund (2000)united Way of Lee County designated Principal Fund (2001)

Donor-advisedAlderman Family Fund (2005)All the Children of Christ Fund (2007)Anonymous Fund #4 (2000)Anonymous Fund #5 (2002)Anonymous Fund #9 (2008)Arts & Attractions of Lee County Fund (2004)Aubuchon Family Fund (2008)The Bailey Family Charitable Fund (2005)Barbara’s Friends Fund (2002)Susan & Phil Bennett Fund (1999)The Bireley Family Foundation Arts Fund (2005)Casper Family Charitable Foundation Fund (2006)The Charlotte harbor Fund (1999)Cherrill & richard Cregar Fund (2005)Sidney & Berne davis Fund (1995)ding darling Wildlife Society Fund (2002)Charles & Ann dodson Charitable Fund (1998)drs. Ira & udaya dash Fund (1999)The Norman marcus & dawn-marie driscoll Family Fund (2005)richard & Patricia driscoll Fund (2006)Christopher S. earle memorial Fund (2001)edouard & mary Quigley eller Fund (1986)empowerment Alliance of Southwest Florida Fund (2002)erwin Family Fund (2002)Jan eustis Children’s Services Fund (2006)The Fletcher Fund for organ transplantation (2005)galloway Family of dealerships Charitable Fund (2002)Chip & Nanette graddy Family Charitable Fund (2004)greater Bonita Springs Children’s Fund (2008)Velma Strattan green Family Fund (2002)Sheila & robert hague Fund (2004)roan heffington Family Fund (2001)hilliard Family Foundation Fund (2002)Jacard Fund (1998)Jubilee Fund (2002)Barbara harris Kite Fund (1999)Kiwanis Club of Fort myers metro-mcgregor, Inc. (2000)The Peter d. & eleanore A. Kleist Foundation Fund (2002)dr. harvey & Nora Krieger Fund (1994)



Walter B. & dorothy LaChicotte Fund (2003)Lee County emergency Workers Fund (2002)Lee trust for historic Preservation Fund (2000)Alfred J. & Frances m. Luessenhop Fund (2006)madden Family Fund (2001)James harper marshall Fund (1995)Bob & Pam martin Foundation (2006)The mediterra Foundation Fund (2004)The mavis & t. Wayne miller Fund (2002)Jordan moguil memorial Fund (1996)Namm Family Fund (2004)Near Family Fund (2001)Sarah g. & Frank A. Prather Fund (1997)Paige Prator-Collins endowment Fund (1992)Premier Properties Fund (2000)Jack & Shirley rasmussen Fund (1997)Patricia rentz memorial Fund (2003)don & Nancy rolley Fund (2010)Shellenbarger Community Fund (2005)John & ellen Sheppard Family Children’s Fund (1993)Spanish Wells golf & Country Club Fund (2006)Jeremiah & Barbara Sullivan Foundation (2006)dewey & Brenda tate Fund (2005)Jeanne marie Franziska telep Fund (2005)Sanibel trails in motion Fund (2005)Stephen & marie tranovich Fund (2004)The twin eagles Fund (2006)unto the Least of These Christian Fund (1998)Verandah Fund (2006)Warfield Family Fund (1998)Betty J. Waters Fund (2001)Wichmann-Friede Foundation Fund (1999)Patricia & Joseph Wolf Fund (1996)

Scholarship FundsAmerican Association of university Women Sue gottcent

memorial Scholarship Fund (2006) For Lee County women who are enrolled in accredited programs of study at either 2- or 4-year accredited institutions. Preference to women 25 and older.

Jordan Abdo/michael Bluett memorial Fund (2002) For a North Fort Myers High School student athlete with a GPA of 3.0 to 3.5.

Judge Isaac Anderson, Jr. Scholarship Fund (2008) For a Lee County high school senior who can demonstrate

financial need with a GPA of 3.0+ and strong ties to the community through extracurricular activities, religious endeavors, or community service.

Lewis B. Barber memorial Scholarship Fund (1986) For students pursuing either of the following educational paths: 1) certification to teach the deaf and blind; 2) seminary or pre-seminary school to study church, Christian music, or Christian education.

daniel J. & Jane h. Berktold Columbia College Scholarship Fund (2007) For a student who demonstrates financial need and is attending Columbia College.

Jane h. Berktold Scholarship (2008) For graduates of Lee County public high schools who are in need of financial assistance.

James Bilder Scholarship Fund (1992) For Lee County high school students to pursue higher education with preference given to students attending vocational/technical schools.

Jane Cavanna Bleakly Scholarship Fund (2003) For a Haddonfield New Jersey High School student to pursue higher educational studies.

John S. Bleakly Scholarship Fund (2003) For a Rutgers School of Law student.

Carl e. Brooks Scholarship Fund (1998) For college-bound students of one or more immigrant parents.

Bonita Springs Area Chamber of Commerce/ralph A. richardson Fund (2001) For an Estero High School graduate continuing his or her education at a Florida college or university.

John & ruth Childe Scholarship Fund (2003) For a Lee County student with a physical disability to pursue higher education in a college, university, or technical school.

Couse-gram Scholarship Fund (2006) For a Moore Haven High School student pursuing post-secondary education.

Certified Public Accountants’ Scholarship Fund (2008) For tuition, books, and/or fees for an undergraduate or graduate student from Southwest Florida majoring in accounting and planning to attend a post-secondary institution in the five-county area of Lee, Charlotte, Hendry, Glades, or Collier counties.

d & A Scholarship Fund (2003) For a high school senior or undergraduate student with a GPA of 3.5+ with financial need, attending one of the following schools: FGCU, UF-Gainesville, FSU-Tallahassee, Flagler College, Stetson University, University of Miami, University of Tampa, or Embry Riddle Aeronautical University/Daytona Beach.



drs Ira and udaya dash Nursing Scholarship Fund (2007) For a student studying nursing at Edison State College or FGCU.

dunbar heritage Scholarship Fund (2000) For a Dunbar High School graduate of African-American descent to pursue a bachelor’s degree at an accredited college.

Anne m. Fassett Scholarship Fund (2000) For post-high school educational opportunities at the college, community college, or technical school level for men and women with a physical disability who use a wheelchair.

Paul B. & Aline Flynn Scholarship Fund (2007) For students pursuing a degree from a 4-year accredited college in communications or journalism.

Charles & margaret Foster Scholarship Fund (2006) For two high school seniors; one who will be attending the University of Florida and studying environmental studies or environmental education and one who will be attending Florida State University and studying music

doris W. Frey memorial Scholarship Fund (2003) For students studying Christian ministry/youth ministry, Christian counseling, nursing, or medicine.

Bruce t. gora Photography Scholarship Fund (2010) For a high school senior or a college student at an accredited Florida college, university, or applicable technical school who is a Fine Arts Major concentrating in photography.

William L. graddy Law School Scholarship Fund (1998) For students who have completed the first year at an accredited law school.

Francis harris gresham Scholarship Fund (1998) Tuition for college bound seniors from Lee County high schools.

matt harmon memorial Scholarship Fund (1997) Books and tuition for college-bound baseball players.

high tech Center Central Scholarship Fund (2000) For students/clients of Cornerstone Ministries and Teen Challenge.

hotchkiss Scholarship Fund (2004) For Florida Prepaid scholarships to sixth grade students upon successful completion of a mentoring program and graduation from high school.

Chip Johnson memorial Scholarship Fund (1991) For students who have completed 60 hours of college and plan to attend Barry University, FGCU, Nova, Edison State College, or Hodges University.

george e. Judd Scholarship Fund (1989) Tuition for graduating Lee County seniors pursuing higher education in the fine or performing arts.

Keen Family Nursing Scholarship Fund (1996) For students at Edison State College who are motivated and academically qualified but are without the means to pursue an education in nursing.

doc Keen memorial Scholarship Fund (2006) For a high school student who was an active member of 4-H or FFA for two consecutive years and attended a Clewiston or LaBelle High School, pursuing higher education.

Isabel mayer Kirkpatrick Scholarship Fund (1983) Tuition for Lee County high school graduates with a “B” average (3.0 - 3.7).

robert Kleckner Scholarship Fund (2006) For a financially needy high school, undergraduate, or graduate student pursuing a career in finance or accounting.

Lee County Library Sciences Scholarship Fund (2005) Beginning in the year 2015, this fund will provide scholarships for Lee County residents pursuing a Bachelor or Masters degree in Library Science.

Love of Bonita empowerment Scholarship Fund (2002) Books, tuition, and/or course fees for Bonita Springs residents who have been out of school for at least two years to attend a college or technical school.

Carol Patti mcLaughlin Scholarship Fund (2008) For a student pursuing a 4-year degree at an accredited college or university who has a GPA of 3.3 or higher, demonstrates community service, and is from Lee, Charlotte, Glades, or Hendry

ruth messmer Scholarship Fund (2000) For women pursuing a business career in college.

Julie Willard mikell Fund (2010) For a financially needy Lee County high school senior to attend a 2- or 4-year regionally accredited college or university.

Judge William J. Nelson Scholarship Fund (2006) For a high school senior who will be attending the University of Florida.

James d. and eleanor F. Newton Children’s Fund (2004) For the winners of the Edison Science and Inventors’ Fair.

Joanne olmsted Scholarship Fund (2004) For Florida Prepaid scholarships to sixth grade students upon successful completion of a mentoring program and graduation from high school.

robert B. and dorothy Pence Scholarship Fund (1997) For economically disadvantaged Lee County students to attend college or technical school.

Chet and Janett Perry Scholarship Fund (2006) For a student pursuing a career in accounting.

Faye Lynn roberts education Scholarship Fund (2002) For women pursuing a career in technical studies, court reporting, computer training, or nursing.

david g. robinson Arts Scholarship Fund (1999) Tuition for Lee County high school seniors who plan to study the arts in an accredited school.

Sanibel Community Church Scholarship Fund: Next generation Fund trust (2008) For child or grandchild of a member of Sanibel Community Church.



City of Sanibel employee dependent Scholarship Fund (2005) For dependents of Sanibel City employees to attend a college or university.

robert C. & margaret A. Schikora Scholarship Fund (1988) For needy students who have previously graduated from high schools in Lee County to pursue post-secondary educational opportunities.

John m. & mary A. Shanley memorial Scholarship (2001) For a 4-year scholarship to students studying medicine, law, dentistry, teaching (math & science), ministry, engineering, accounting, agriculture, architecture, or computer science.

ellen Sheppard Scholarship Fund (2010) For a Lee County high school senior or a graduate currently enrolled in an accredited college or university pursuing a degree in art (specifically visual arts—painting, photography, or sculpture) or nursing.

Jay Sheppard memorial Scholarship Fund (1980) For a Bishop Verot student in financial need.

Anne Sturrock Nursing Scholarship Fund (2001) For a student pursuing nursing who is a member, or a child of a member, of St. Andrew Catholic Church in Cape Coral.

edna & Felix Swain Scholarship Fund (2003) For a student going to college who is a parishioner of Mount Olive Church.

Southwest Florida deputy Sheriffs Association Fund (2006) For high school students who are dependents of law enforcement officers.

John I. & madeleine r. taeni Scholarship Fund (2002) For students pursuing degrees in teaching, nursing, paramedic training, or emergency medical technician training.

Quality Life Center/emma Lee Thomas memorial Scholarship Fund (1999) For high school graduates affiliated with Quality Life Center to pursue further education.

richard S. Thompson and marion L. Thompson memorial Fund (2008) For Lee County students pursuing a post high school science education.

united Christian giving/hodges university Scholarship Fund (2005) For a Hodges University student from a Christian nonprofit supported by United Christian Giving.

Frances h. Waldron Scholarship Fund (2010) For a high school graduate of Immokalee High School in the current school year with a grade point average within the range of (and including) 3.2 to 3.4.

Agency EndowmentAdonis Autism Assistance Foundation, Inc. (1997)Art League of Bonita Springs (2000)BAt yAm temple of the Islands (2001)Bonita Springs Assistance office (2000)Bonita Springs elementary School (2000)Brightest horizons Child development Center Noel

Fund (1994)Calusa Nature Center and Planetarium (1999)Candlelighters of SW Florida endowment Fund (1999)Canterbury School (1994)Captiva Chapel By the Sea endowment Fund (2003)Center for Abuse and rape emergencies of Charlotte

County Fund (2002)Cape Coral Caring Center, Inc. Fund (1999)Cape Coral Police dept. Police Benevolent Assoc. youth

Intervention Project Fund (1995)Charlotte Country day School (1999)Charlotte County homeless Coalition (2001)Child evangelism Fellowship of Lee County (1999)Children’s Advocacy Center of SW Florida, Inc. (2000)Children’s hospital (1999)Christian Financial Counseling (2000)Clinic for rehabilitation of Wildlife (CROW) (2000)Community Congregational united Church of Christ of

Bonita Springs (1998)Community Cooperative ministries, Inc. (1994)Cornerstone ministries (1999)Covenant Presbyterian Church endowment Fund (2002)Cypress Lake Presbyterian Church (2000)Jocelyn diehl Literacy for Literacy Volunteers of America,

Lee County (1999)The Alvin A. dubin Alzheimer’s resource Center (1997)earth Shine Institute Agency endowment Fund (2000)eCho (1996)edison-Ford Winter estates Foundation (2002)evangelical Christian School (1999)Fellowship of Christian Athletes (2001)First Congregational Community Church, Cape Coral

(2000)The Foundation for Lee County Public Schools (1997)Fort myers Christian School, Inc. endowment Fund

(1995)Fort myers Community Concert Association (1994)Fort myers rescue mission (2000)



gabriel house, Inc. (2000)girl Scouts of gulf Coast Florida, Inc. (2001)good Wheels endowment Fund (2001)goodwill Industries of Southwest Florida, Inc. (1994)greater Fort myers Chamber of Commerce (1994)guadalupe Center of Immokalee (1999)gulf Coast humane Society Fund (2002)harry Chapin Food Bank of Southwest Florida (2000)hope hospice (1996)Intervarsity Christian Fellowship (2001)Jacobi endowment Fund for Lee County “Pulling

together” (2001)Junior Achievement of Southwest Florida (1999)dr. harvery & Nora Krieger Fund for Animal refuge

Center (2004)Learning Village Preschool (1999)Lee County Alliance of the Arts Scholarship Fund (1995)Lee County medical Society Alliance and Foundation

“reaching out” endowment Fund (2002)Lee County ymCA (1998)Lee healthcare resources (1994)Lehigh Community Service endowment Fund (2002)Life Choice Pregnancy Center (2001)Lifeline Family Center (1998)Literacy Council of Bonita Springs (2000)Alice Lockmiller Fund for Special equestrians (2000)meals on Wheels of Bonita Springs (2000)rhea B. mike endowment for Child Care of Southwest

Florida (1996)mt. hermon Christian School (1999)The music Foundation of Southwest Florida (2000)Nations Association Fund (2000)New horizons of Southwest Florida Agency endowment

Fund (2007)octagon Sequence of eight, Inc. (1994)dr. Piper Center for Social Services (1994)Planned Parenthood Association of Southwest Florida,

Inc. (1996)Providence Christian School (1999)renaissance School Fund (2000)Church of the resurrection endowment Fund (2001)ronald mcdonald house of Southwest Florida (1998)royal Palm Baptist Association (2000)ruth Cooper Center/Serenity Center for Lee mental

health Center (1994)

The Salvation Army of Lee County (2001)Sanibel Community Church youth Fund (2000)Sanibel Community Association Fund (2000)Sanibel School Fund (2000)Senior Friendship Centers (1998)Sonshine Christian Academy (2000)Steiner endowment Fund for the Jewish Federation

(2001)Steiner endowment Fund for temple Judea (2001)Southwest Florida Addiction Services (1994)mark Sweet memorial Fund for Lee memorial hospital

Library (1995)Southwest Florida Community Foundation

Administrative endowment Fund (2002)Southwest Florida Children’s home in memory of

Katherine m. Flynn (1999)Southwest Florida Christian Academy to honor rev. Jim

& Jean holbrook (1998)Southwest Florida museum of history Foundation Fund

(2001)The Southwest Florida Symphony orchestra & Chorus

Association (1994)teen Challenge of Florida (1998)Thomas edison regional Science & Inventors Fair (2001)united Christian giving, A Christ-Centered Fund (2001)The united Way of Lee County (1995)Verity Pregnancy & medical resource Center (1999)Visually Impaired Persons (1994)Wake up America (2004)



memorialsin memory of Nancy eustis Allen & Lee Cohen in memory of richard & maureen Bayha’s cat, Jennifer Dennis & Nancy Buttacavoliin memory of Paul Flynn James & Karen Nathan Ruslan & Olena Maksimov Aline Flynn

honorariums

in honor ofJanet eustis, Lee Schilling, Pam Putnam, gary Schirmer, Phil Schirmer, Judi meddoun, & Jack eustis Allen & Lee Cohenin honor ofBonnie Prator Edward & Virgnia Pinckardin honor of Salvation Army of Lee, hendry & glades Counties, Inc. Ross & Stephanie Webbin honor ofJulia east’s birthday Patricia Bell Norman Marcus & Dawn-Marie Driscoll in honor of dawn-marie driscoll James Nathan/United Way of Lee, Hendry & Glades Counties, Inc.in honor ofrichard & ginny hassett Marty & Judith Frelingin honor ofhank hochstetler Maria Karl Expressions, LLCin honor ofSam Sverdlik Robert & Judith Korostoff

in memory of Andrew Aliprandi Jackie Aliprandiin memory of Bob mcgrath Kathleen McGrath

in memory of Chesley “mike” Perry Jill Rickmanin memory of Christine mcAllister Mary Jane Cleveland Kathy Wilson Glen & Linnie Cary Michael McCain & Debra Freeman Betty Prather Hyde Gene R. Soloman, CPA Costello & Royston Sunshine Tooke Bobo Patricia Brice Roger McAllister Lynn Barrett Shunk Margie Willis Joseph & Sara Morgan Rande A. McAllister Attorney at Law Dan McAllister Joseph & Phyllis McGee - CPA, PL Sam & Betty Speier James & Sharlene Hamel Dozier Virginia Barnard Lynne Taylor William Ward Robert & Marie Hoguein memory of robert Arnall Sarah Arnallin memory of george derrick Ruth Derrickin memory of gerald mader Barbara Murphyin memory of Arnold Sarlo Margie Willis Lynn Barrett Shunk Virginia Barnard

in memory of mike Leavitt Norman Marcus & Dawn- Marie Driscoll in memory of ray gilbert John & Gloria Fassettin memory of robert Arnall John & Gloria Fassettin memory of Lillian o’harra Beyer Virginia Barnardin memory of margarete roberts Pat Strauss Vaughn & Jeanne Cornele Louise Torri Beverly Dommerich Jamie Gatesin memory of Anne Fassett John & Gloria Fassett Estelena Heusted Gill Virginia Barnardin memory of Louise ruke Margie Willis Geraldine Brooksin memory of maria FuriaAlan & Joan Klutchin memory of martha Freedman John & Ellen Sheppard Norman Marcus & Dawn- Marie Driscoll Frederick & Melvin Morganin memory of rachel Byrd & Paige Prator Collins Claire Milesin memory of Sam galloway Sr. Suzanne Gallowayin memory of William raizik Margaret Raizik

in honor and memory


Unity throUgh oUr sUPPorters

Hal & La Donna AbelsonRichard & Sue AckertMarie AckordDaniel & Kathy AdamsRobert & Marilyn AdkinsRene AffourtitJackie AliprandiAmerican Association of University Women Lee County BranchAudrea AndersonJames Anderson & Bernadine Stuefer-AndersonSarah ArnallRep. Gary & Andrea AubuchonVirginia BarnardAndrew & Emilie BarnetteCarl & Sandy BarracoJoseph & Phyllis BattaglieseBruce & Pamela TempletonJames & Gail BaumgartenBarbara Oski BeanePatricia BellBob BevilleJean BidwellBireley Family FoundationSunshine Tooke BoboRoy & Karen BorregoJurg & Deborah BraendleJay Brett & Kimby HegwoodPatricia BriceWilliam & Norma Hand BrillRobert & Ruth BringerGeraldine BrooksBill Tanner & Rusty BrownRoger & Dian BrownellAlice BrunnerMary Jo BurkePeter BurkertClaudia BurnsRobert BurnsAllen Busch, Jr.Donna CarusoGlenn & Linnie CaryCedar Chest Fine JewelryMargaret ChamberlinRandy Kirk & Mei-Mei ChanChaos ProductionsCity of Fort MyersCity of SanibelGerald & Delores Ann ClancyThomas & Suzanne ClappMargaret Clarke

Mary Jane ClevelandClose Friend FoundationCohen Family LTD PartnershipAllen & Lee CohenRobert & Sally ColemanChristin CollinsHerbert & Carolyn ConantDanah Harper CooperVaughn & Jeanne CorneleCosas Buenas Baratas, Inc.Ellen CostaCostello & RoystonFrederick & Nancy CostelloSusan CostelloRichard & Roberta CoxJan CrockerAmanda CrossClinic for Rehabilitation of WildlifeCSL & G Development, LTDThe Daniel R. and Anne M. Harper Foundation, Inc.Gholi & Georgia DarehshoriIra DashBernese DavisH. Fred & Carolyn DayJane E. de LisserDavid & Margaret DepewRuth DerrickRichard & Nancy DiamondVictor & Carolyn DixPatricia DobbinsBeverly DommerichJames Dozier & Sharlene Hamel DozierNorman Marcus & Dawn-Marie DriscollBeth DrouinWarren & Dorothy DurlingHenri & Josephine DynerGeoff Campbell & Julia EastEdison Festival of LightEdison National BankJoseph & Sandy EnglishEquilibrium, LLCGrant & Susan EricksonJohn & Gloria FassettCheryl FauselAline FlynnMaria FoleyCraig & Margaret FolkFort Myers Community Concert AssociationJohn & Maggie FoskettFowler White Boggs, P.A.Marty & Judith Freling


Sam & Kathy Galloway, Jr.Suzanne GallowayGannett Foundation/The Matching Gift CenterAnton & Ruth GappD. Fred GarnerGary Aubuchon CampaignJamie GatesGene R. SolomonPat & Barbara GeraghtyDennis GerhartThomas & Mary Ann GilhooleyJ. Robert GilletteWilliam & Mardi GlennPeter & Amy GravinaScott Vickrey & Peg Gray-VickreyCharles & Katherine GreenMark & Sandy GreenbergScott & Brenda GregoryGulf Coast Society of Fundraising Executives, IncBeulah GustafsonElly HagenRobert HagueEdward & Sharon HannonJames & Patti HardinHon. Archie Hayward, Jr.Scott & Helen HeffingtonGwenda Hiett-ClementsLarry & Debra HobbsKathleen HoffayDilmus & Patricia HoganRobert & Marie HogueKay HollowayWilliam & Andrea HorowitzMary Elizabeth Houkom EstateMarguerite HowardJohn & Martha HowardFrancis & Connie HowingtonAdrian & Carol HudlerRobert & Janis Hughes James & Nancy HumphreyElmo & Betty HurstBetty Prather HydeJohn & Suzanne JackFranklyn & Elena JohnsonLiddy JohnsonRichard & Carol JohnsonRobert & Elizabeth JonesKaren Benson Interior Design, Inc.Robert & Donna KayeJane KellyKathryn Kelly

Kevin L. Erwin Consulting Ecologist, Inc.Edith KingsleyJames & Leslie Kinsey, Jr.D. Hugh & Elizabeth Kinsey, Sr.Robert & Peggy KlecknerEleanore KleistMarilyn KloostermanAlan & Joan KlutchWilbert KnipeArlene KnoxJoyce KoonsRobert & Judith KorostoffMary Lou KrukarMichael & Susan KyleTom & Bert LammertLaMotte Family FoundationArlyn & Marcia LantingLee County Board of County CommissionersJonathan & Holly LelandHoward & Marilyn LelandDarla LetourneauAlan & Ann LevinsohnBeth LobdellHugh & Bonnie LombardiNorman & Mary LoveClive & Sonia LubnerDavid & Linda LucasRuslan & Olena MaksimovLouise MangieriFrank & Mary Lee MannGeorge & Jena Mann, Jr.Maria Karl Expressions, LLCTammy Surratt MarinoGail MarkhamRichard & Doris MascottJoan MaupinW. Michael & Barbara MaxwellVictor & Katherine MayeronDan McAllisterRande A. McAllisterRoger McAllisterMichael & Debra FreemanJim & Ann McCaughanDiane McClayD. Todd McGeeKathleen McGrathBette McGruderDonald McKeeMichael McNally & Beth DrouinCorey & Susy MertzRhea Mike



Claire MilesLorraine MillerMichael & Mary MillerMills-Price & Associates, Inc.Roberta Mills-PriceRalph & Martha MixonThomas & Joan MoehringCora MolloyTara MolloyScott & Mary MooreFrederick & Melvin MorganJoseph & Sarah MorganMargaret Eiluned MorganRichard & Florence MorrisShirley MuellerBarbara MurphyMary MurphyPatricia MurrayJames & Karen NathanNorman & Edith NicholsNorth American Group, Inc.Roberta O’BradOrgan Transplant Recipients of Southwest Florida, Inc.Wayne & Patty OrmsbyLadd & Barbara OrrBonita Bay TrianonDon & Nina PaightRonald Victor & Tara PaluckJane ParkerFoster & Sherry PateRobert & Janet PeaseDonald & Virginia PetersEdward & Virginia PinckardSteven & Lou PontiusMargaret Porter-HoelF. Allen & Cecilia Prather, Jr.Richard PrescottJohn PricePromotional Incentives, Inc.The Prudential Foundation Matching GiftsPamela PutnamKaren QuanstromMargaret RaizikSusan RaverRC Otter’s Captiva, LLCMike & Jennifer ReeseHugh & Mary RichardsonRobert & Dorothy RichardsonJill RickmanPhyllis RieserJohn & Jerry Risk

Kristin RittsAlexander & Patty Robinson, Jr.David & Suzanne RobinsonGeoffrey & Robbie RoepstorffBill & Carolyn Rogers and FamilyMichael & Martha RollandAnne RoseGerald & Marjorie RubackyKlaus & Mary Ann SaegebarthJohn & Nancy SampsonAmy SanfordSanibel Community ChurchWilliam SartorisInsight StrategiesGayle Schmidt SheetsWalter & Mary Scholer, Jr.Thomas & Sally SchreckKenneth V. Scobie EstateScott White Advisors LLCJames & Diann SealsDavid & Kathie ShellenbargerDaniel & Lita Sheppard, Sr.John & Ellen SheppardMartin & Betteann ShermanSteven & Kathy ShimpRobert Shrader & Shirley GerstenbergerLynn Barrett ShunkMelissa SimontisKatherine SimpsonPaul & Janice SmartJ. Tom & Lourdes Smoot, IIIJ. Tom & Ann Smoot, Jr.Southwest Florida Christian FoundationHoward & Juanita SpanogleSam & Betty SpeierHalcyon St. HillGene Bilotti & Marjorie Starnes-BilottiCharlie & Jean StatesPumfey SteffensBetty StewartJohn & Brenda StewartStillwell Management Donald & Karen StrangPat StraussEd & Virginia StringerRadford & Kathy SturgisJeremiah & Barbara SullivanSusan Bennett Marketing & Media, L.C.SWFLA Workforce Development Board, Inc.Madeleine TaeniDewey & Brenda Tate



Anne TatlerLee Anne TauckCharles & Emmie TaylorLois TaylorLynne TaylorIone TedderTeen ChallengeBruce Bauman & Pamela TempletonGay ThompsonJon & Beverly ThompsonSharon ThompsonWilliam & Liz ThorndikeVirginia TisdallJohn ToggweilerTOTI Media, Inc.Louise TorriDon & Connie TuckerTwin Eagles Community Association, Inc.J. Thomas & Linda UhlerThe United Way of Lee, Hendry & Glades Counties, Inc.Lorraine VailElias Van KrugelGary & Mary Van SciverClyde Varner EstateVerandah Community Association, Inc.Roy & Myra WaltersWellington & Barbara Ward, Jr.William WardGloria WasmundWebb’s Fort Myers Prescription Shop, Inc.Ross & Stephanie WebbRon & Marry Ann WeberNanelle WehmannA. Scott & Adriana WhiteGuy Whitesman & Ilene SafronSteven & Melissa WhitleyRobert Wigley & Ann MoranDonald WildmanChuck & Paula WilliamsenMargie WillisJ. Lawrence & Barbara WilsonJohn WilsonKathy WilsonWiltshire, Whitley, Richardson & English, PAJames & Natalie WismarRodlyn Flinn WoodwardLaurence & Polly WrightGinny YatesJudith YevickPatricia A. Zambuto



our BoardofficersDawn-Marie Driscoll, ChairJoe Mazurkiewicz, Ph.D, Vice ChairSandy Robinson, Secretary-TreasurerJay A. Brett, Immediate Past Chair

trusteesMarie M. AckordRep. Gary AubuchonRoy Borrego, CFMPatricia K. DobbinsKevin L. ErwinCraig FolkHon. Archie B. Hayward, Jr.Larry A. Hobbs, MDCharles K. IdelsonHoward LelandDavid LucasJacqueline “Jacke” McCurdySarah OwenDarren RobertshawRobbie RoepstorffDavid ShellenbargerGay Rebel ThompsonMyra Hale WaltersA. Scott WhiteGuy E. WhitesmanSteven R. Whitley, CPA

Senior Advisory trusteesAudrea AndersonSusan BennettJoseph CattiRobert da FrotaGuy S. EmerichM. William FreyChris A. GairSam Galloway, Jr.Francis L. Howington

trustees emeritiRobin BrownJerry D. HusseyJames W. McFaddenSteve Pontius

our StaffSarah owenPresident and CEO

ronald e. PennChief Financial Officer and Chief Operating Officer

ed KominowskiDirector of Development and Planned Gifts

Anne douglasDirector of Programs

Kate mcKenneyDirector of Finance and Operations

Jacqueline ehlersExecutive Assistant

raven KneallyAccounting Assistant

Janet remmelOperations Assistant

Kim WilliamsReceptionist

Every attempt has been made to ensure that the information provided in this report is accurate through June 30, 2011. We apologize for any errors or omissions. Please contact our office with any corrections.

A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling 1 (800) 435-7352 within the state. Registration does not imply endorsement, approval or recommendation by the state. Registration #CH661

trUstees and staFF

Donna KayeMelvin MorganJames R. NathanWilliam T. PratherDavid G. Robinson Carolyn RogersJohn W. SheppardJ. Tom Smoot, Jr.Gene Solomon


2010-2011 FinanCiaLs

our Last Fiscal Year

The Southwest Florida Community Foundation (SWFLCF) was founded over 35 years ago on March 1, 1976 with an initial donation of $500. Since our founding in 1976, the Community Foundation has received over $80 million in contributions and has distributed over $50 million in grants and scholarships. As of June 30,

2011, our total assets amounted to $60,882,511.

SWFLCF is governed by a volunteer board of trustees made up of community leaders who represent diverse areas of expertise in Lee, Charlotte, Hendry, Glades, and Collier counties.

Our Finance Committee, comprised of experienced trustees and senior advisors, oversees the financial affairs of SWFLCF. The Finance Committee meets at least quarterly to review investment results, administrative expenses, and general operating issues.

As we receive contributions from active donors, as well as from wills, estates, and trusts, SWFLCF creates endowment funds to last into perpetuity. These funds are invested in accordance with an investment policy carried out by investment managers engaged and overseen by the Finance Committee.

The primary, long-term investment objective of our investment policy is to preserve real (inflation-adjusted) purchasing power of Community Foundation assets and earnings after accounting for investment returns, spending, and inflation. To achieve this goal, the SWFLCF portfolio is invested in equities, fixed income, and alternative investments with multiple investment manager diversification in each of these categories.

During the 2010-2011 fiscal year, we granted distributions out of our funds totaling over $3,053,000, which included over $2,716,000 for non-profit agencies and $337,000 for scholarships. We look forward to our next 35 years with hope for greater service to the communities of Southwest Florida. Special thanks are extended to our donors, who make our work so rewarding.


soUthwest FLorida CommUnity FoUndation, inC.

Comparative Statements of Financial Position as of June 30, 2011 June 30, 2010

ASSetS Cash and equivalents $306,888 $404,192 Contributions receivable 183,000 581,197 Prepaid expenses 45,739 9,805 Investments in securities 47,225,262 42,849,017 Split interest agreements and remainder interests Remainder interests in trusts 10,600,900 8,982,023 Charitable gift annuities 2,425,042 2,380,289 Other remainder interests 52,509 43,082 Property and equipment 43,171 12,494

totAL ASSetS $60,882,511 $55,262,099

LIABILItIeS & Net ASSetS Accrued payable and accrued expenses $39,537 $18,209 Grants payable 481,576 500,263 Funds held as agency endowments 3,956,375 3,461,981 Annuity obligations 1,502,322 1,593,172 Net Assets 54,902,701 49,688,474

totAL LIABILItIeS ANd Net ASSetS $60,882,511 $55,262,099

Comparative Statements of Activities and Changes in Net Assets for the Years Ended June 30, 2011 June 30, 2010

reVeNueS ANd other SuPPort Contributions $1,009,656 $4,025,754 Interest and dividends 860,174 875,340 Realized gains/(losses) on investments 2,288,330 (172,007) Net unrealized gains/(losses) on investments 3,750,549 4,836,840 Miscellaneous income (1,995) 44,446

totAL reVeNueS ANd other SuPPort 7,906,714 9,610,373

eXPeNSeS Grants and scholarships 3,053,133 2,830,064 Administrative expenses 1,252,627 1,102,542 Investment fees and expenses 158,695 142,270

totAL eXPeNSeS 4,464,455 4,074,876

Payments and change in value of split interest agreements and remainer interests 1,771,968 (165,847)

Change in net assets 5,214,227 5,369,650Net Assets, beginning of year 49,688,474 44,318,824

Net Assets, ending of year $54,902,701 $49,688,474

Copies of the Southwest Florida Community Foundation’s IRS Form 990, IRS Form 990-T, if required, and the current annual audit report are available for your review online at www.floridacommunity.com or in our office by calling 239-274-5900, ext. 228.


investment inFormation

Investment objectives The primary, long-term investment objective of the Community Foundation is to preserve real (inflation-adjusted) purchasing power of Community Foundation assets and earnings after accounting for investment returns, spending, and inflation. In order to achieve the preservation of assets, the annual spending rate determined by the Community Foundation will take into account the expected return on assets. The invested assets should earn a total rate of return that at a minimum equals or exceeds established benchmarks for each of the various classes of investments.

Spending Policy The amount to be distributed (spent) from Community Foundation assets will be reviewed no less frequently than annually by the Finance Committee and appropriate recommendations made to the board of trustees. It is expected that the annual amount to be distributed from Community Foundation invested assets will be between 3% and 5% of the average ending market values of the endowment funds for the previous 12 quarters. The distributions may be taken from current income or, if current income is less than planned spending, from principal. In addition, the Finance Committee will review and consider the appropriate amount to be held in highly liquid assets each year to ensure adequate cash flow.

Asset Selection and Allocation The Community Foundation’s investments shall be diversified to limit the specific risk associated with any single security or class of securities. The diversification will be both by asset class and, within asset classes, by economic sector, industry, and market capitalization. Concentrations in one specific industry sector, stock, or fixed income investment must not exceed 25% or 4%, respectively. The asset classes shall consist of an equity portion, fixed income portion, and cash portion. The equity portion may consist of investments in common stock, domestic and foreign (including large cap, mid cap, and small cap), and other securities that are convertible into common stock which are traded on the U.S. Stock Exchanges. The cash portion shall consist of highly liquid

Responsibility for Policy ImplementationThe Finance Committee of the Community Foundation has the authority and responsibility to implement the Investment Policy and to oversee the Investment Managers. The Finance Committee also has the responsibility to make recommendations to the Board of Trustees regarding modification of the investment policy, and for the employment and/or dismissing of the Investment Manager.

The Community Foundation’s investment manager for its invested assets is SEI Investments Company headquartered in Oaks, Pennsylvania.

our Legal Name & Federal Tax I.D. #: Southwest Florida Community Foundation, Inc. #59-6580974

short-term securities. From time to time, the Finance Committee will set asset allocation targets within the following ranges: Equities, 50% to 60% of the portfolio; Fixed Income, 30% to 45% of the portfolio; Alternative Investments, 0% to 20% of the portfolio.


Documents

REAL HELP - Southwest Florida Community Foundation