1. finance
2. grants, scholarships and financial aid
3. scholarships

A s p e c i a l s u p p l e m e n t p r o d u c e d b y t h e S o u t h w e s t F l o r i d a C o m m u n i t y F o u n d a t i o n | n n n |
ANNUAL REPORT 2014
our
G I V I N G M AT T E R S
INSIDE:
n F i n a n c i a l S t a t e m e n t s 2 n I n f o g r a p h i c s 3 n O u r Tr u s t e e s 4 n
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
ANNUAL REPORT TO THE COMMUNITY
Sarah
OWEN
MILA BRIDGER PHOTOGRAPHY
President & CEO,
Southwest Florida
Community Foundation
INVEST
IN YOUR
COMMUNITY
I
A REPORT TO THE COMMUNITY
______________________________
mmersed in a sensory garden, an
Alzheimer’s patient speaks for
the first time in a year.
A special needs student learns
work and social skills from worm
farming to earn a weekly paycheck and interact with others.
A mother and daughter launch a
home-based party planning business
after learning cake-decorating and
entrepreneurial skills at their local
library.
More graduating high school seniors,
who grew up thinking college or career
training was out of reach, find financial
assistance to make post-secondary education a reality.
Four completely different success
stories in Southwest Florida during 2014
yet one unifying thread: The generosity
of donors who entrusted the Southwest
Florida Community Foundation to
maximize their investment in the community.
This year we made our grant dollars work harder, dug deeper into the
▲ Pictured here are those who
are benefiting from the 2014
Community Impact grants from
the SWFL Community Foundation
community and met face to face with
philanthropists, non-profit leaders and
stakeholders in our five-county region
to talk issues and find creative solutions
for regional change. We talked and listened.
“When you bring together a diverse
group of people around a common
table, problems get solved,” says Sarah
Owen, Southwest Florida Community
Foundation president and CEO. “We
helped nonprofits build capacity and
SEE INVEST, 4 u
“When you bring together a diverse group of people around a common
table, problems get solved.”
—Sarah Owen,
Southwest Florida Community Foundation president and CEO
Dear Friends and Community Stakeholders,
We need each other.
Each year while I relish the opportunity
to write an open letter to our community
as part of the Southwest Florida Community Foundation’s annual report to the
region, I also struggle to find just the right
words to capture the past year and cast a
vision for the future.
But this year four simple words came
readily to mind as I reflected on 2014 and
began to imagine our work together in
2015 - we, need, each, other.
Last year much of our success was created collectively, as a community. We
played the role of convener and humble
broker, but the work was accomplished by
the players around the table.
Together we increased contributions
by 181% thanks to our donors and fundholders, convened residents from across
the region to discuss some of our community’s most pressing issues including
philanthropic funding, water, domestic
violence and education. We worked
alongside local nonprofits to work collaboratively and reduce duplication of
efforts. Together we attracted the attention and support of funders and national
foundations like Lumina Foundation, Barbara Bush Foundation for Family Literacy,
the Florida Next Foundation and Robert
Rauschenberg Foundation to infuse our
region with additional services, resources
and funding to address regional issues
and create common good.
As I look ahead to 2015 and beyond, I
might alter my call to action slightly to:
We need more of each other. We need to
expand our table to include more businesses, local municipalities, policy makers, residents from across Southwest Florida and additional funding partners. The
more of us working together to envision,
design and creatively remove barriers and
solve social issues, the more successful we
will be.
If the Community Foundation has
reached out to you in 2014 and you have
responded – through email, attendance
of roundtables, art receptions, idea labs,
compassionate shark tanks, or participating as a scholarship reader or a new fundholder, we THANK YOU. You are part of
all you see featured in this annual report.
If we haven’t had the opportunity to
connect yet, my hope is that we will in the
coming year. We need your unique perspective, insight and support. We need
you because we need each other. Here
we go!
In Gratitude,
Sarah Owen
— OC
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our
Southwest Florida Community Foundation, Inc. 2014
Southwest Florida Community Foundation’s
REPORT TO THE COMMUNITY
GIVE
SOLVE
GROW
7 water
roundtables
181%
Convening
around issues
Increase in
contributions
are available for your review online at www.floridacommunity.com or at our office by calling 239-274-5900, ext. 228. Fixed Income
International Equities
29.4%
$70 mil
$82 mil
2013
2014
Strengthening
nonprofits
Total assets
Partnering
Investments:
$61,811,688
Alternative Investments
4.4%
Domestic Equities
40.8%
$490,000 more
for SWFL
REGIONAL
SUPPORT
CHANGE
Cash Equivalents
4.2%
$2.6 mil
Your Money at Work: Record Investments, Record Assets
The Southwest Florida Community
Foundation hit two major milestones during fiscal year 2013-14: We reached $82.5
million in total assets and a record $61.8
million in investments as of June 30, 2014.
Our total assets increased 18 percent from
the previous fiscal year while investments
rose 19 percent. The increases are a result
of new funds, additional contributions and
investment returns (16 percent last year).
Since its inception 38 years ago, your
Community Foundation has received
$100 million in contributions and distributed $60 million in direct support to the
community.
In addition to overseeing the foundation’s assets and investments, the Board
of Trustees’ Finance Committee also
reviews quarterly results presented in
our financial statements and annually
recommends the budget to the Board of
Trustees.
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G I V I N G M AT T E R S
Copies of the Southwest Florida Community Foundation’s IRS Form 990, IRS Form 990-T, if required, and the current annual audit
21.2%
our
our
Comparative Statements of Financial Position as of June 30, 2014 June 30, 2013 ASSETS Cash and cash equivalents $412,556 $432,493 Contributions receivable 3,609,878 2,032,201 Prepaid expenses 42,257 44,194 Investments in securities 61,811,688 51,817,452 Split interest agreements and remainder interests Remainder interests in trusts 14,292,481 13,098,768 Charitable gift annuities 2,082,480 2,073,742 Other remainder interest 125,440 100,860 Property and equipment 161,409 150,735 Total Assets $82,538,189 $69,750,445 LIABILITIES & NET ASSETS Accounts payable and accrued expenses $112,211 $31,958 Grants payable 647,361 474,279 Funds held as agency endowments 3,532,023 3,043,616 Annuity obligations 1,369,442 1,421,239 Net Assets 76,877,152 64,779,353 Total Liabilities and Net Assets $82,538,189 $69,750,445 Comparative Statements of Activities and Changes in Net Assets for the Twelve Months Ended June 30, 2014 June 30, 2013 REVENUES AND OTHER SUPPORT Contributions $8,108,463 $4,543,813 Interest and dividends 2,820,953 1,300,721 Net realized gains (losses) on investments (38,783)
98,263 Net unrealized gains (losses) on investments 4,549,606 3,883,746 Miscellaneous Income 30,378 41,248 Total Revenues and Other Support 15,470,617 9,867,791 EXPENSES Grants and scholarships 2,687,379 3,741,214 Supporting services Program expenses 782,803 487,322 Administrative expenses 585,295 560,219 Fundraising expenses 413,568 247,392 Investment fees and expenses 185,033 169,074 Total Expenses 4,654,078 5,205,221 Payments and change in value of split interest agreements and remainder interests 1,281,260 1,162,572 Change in net assets 12,097,799 5,825,142 Net Assets, beginning of year 64,779,353 58,954,211 Net Assets, year to date $76,877,152 $64,779,353 G I V I N G M AT T E R S
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The Board of Trustees’ Audit Committee oversees accounting and financial reporting policies and practices,
the Foundation’s internal controls and
the independent audit of financial
statements. The Audit Committee is
also responsible for reviewing IRS
Form 990 prior to filing the foundation’s tax return and reporting to the
Board of Trustees.
— OC
84 scholarships
$450,000
$782,803
Nonprofit
grants
FOR
COMMON
GOOD
CHANGE
1681
Fort Myers
students
chose
next steps
as Future
Makers
5 literacy
roundtables
4 nonprofit
“tribe”
networks
16 nonprofit org.
grantees
1 idea
lab
Lumira
Foundation
Barbara
Bush
Foundation
for Family
Literacy
Robert
Rauschenberg
Foundation
Florida
Next
Foundation
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our
Officers
G I V I N G M AT T E R S
Joe Mazurkiewicz, Jr.,
Chair
Guy E. Whitesman,
Vice Chair
Gay Rebel Thompson,
Secretary-Treasurer
Dawn-Marie Driscoll,
Immediate Past Chair
Trustees
Deborah M. Braendle
Carolyn Conant
Patricia K. Dobbins
Kevin L. Erwin
Craig Folk
John F. Gamba, Jr.
Charlie Green
Hon. Archie B. Hayward, Jr.
Christopher Hill, CFA
Larry A. Hobbs
Howard Leland
Sarah Owen
Darren Robertshaw
Sandy Robinson
Robbie Roepstorff
Myra Hale Walters
A. Scott White
Rusty Whitley
Senior AdvisoryTrustees
Marie M. Ackord
Audrea Anderson
Gary Aubuchon
Jay A. Brett
Robert da Frota
M. William Frey
Chris A. Gair
Sam Galloway, Jr.
Lee Howington
Charles K. Idelson
Donna Kaye
David Lucas
Jacke McCurdy
Melvin Morgan
William T. Prather
David G. Robinson
John W. Sheppard
J. Tom Smoot, Jr.
Gene Solomon
Trustee Emeriti
Susan Bennett
Robin Brown
Joseph Catti
Guy S. Emerich
Jerry D. Hussey
James W. McFadden
Jim Nathan
Steve Pontius
as of June 30, 2014
OUR COMMUNITY IS A
PUBLICATION OF THE
SOUTHWEST FLORIDA
COMMUNITY FOUNDATION
8771 College Parkway
Building 2, Suite 201
Phone: (239) 274-5900
www.FloridaCommunity.com
The Board of Trustees of the Southwest Florida
Community Foundation is made up of community
leaders who are representative of the communities we serve. Trustees approve all grants made by
the Community Foundation and ensure that the
organization meets all laws and legal requirements.
For a list of our trustees, go to our website at
www.floridacommunity.com
Copyright ©2014
Regional Answers
u INVEST FROM PAGE 1
partner well in the region and we connected donors to causes that are important to them. They want to know their
money is making a difference.”
Engaging Your Community
Roundtable discussions held this year
energized participants to find better
ways of doing things. Together. We saw
ideas lead to action and action to sustainable change. Like the ripple effect
created by a drop of water in a pond,
a new computer lab and classroom
at Clewiston Public Library will have
lasting effects. The project exceeded
original expectations of providing modern-day technology to serve the unemployed and underemployed and classes
for small business start-ups.
An initial $50,000 grant from the
Community Foundation was quickly
leveraged when businesses and residents from Clewiston stepped in and
contributed enough to match the grant
for technology and more. The funds
helped to pay licensing fees for several
small-business entrepreneurs, teach
English to parents of students enrolled
in its tutoring program, conduct GED
classes, and launch the area’s only
Microsoft IT Academy.
“This money did so much for us,”
says library director Ava Barrett. “We’ve
tutored children who were F students
and moved them to the A-B honor roll.
One little girl who had repeated grade
two twice is now a straight A student.
Her parents were in our ESL class and
they credit us for her success.”
The Community Foundation’s new
approach to the grant-giving process
created “compassionate shark tanks”
that brought together nonprofit leaders pitching their ideas for grant dollars to donors, community leaders and
interested citizens. Regional countycrossing alliances were formed, ideas
were exchanged, best practices shared,
solutions explored, answers found. We
learned from one another, ensuring our
donors’ money would make the most
effective impact on an issue.
We formed “tribes” of nonprofit leaders working and learning together in
an atmosphere of peer support and collaboration. And the Community Foundation provided guidance and helping
grantees determine measureable outcomes.
As one nonprofit leader and participant noted: “We’re getting our stakeholders and nonprofits to ask meaningful questions: What is the issue? What
change do we expect? How are we
going to do it?”
Changing Lives
At Grace Community Center’s North
Fort Myers worm farm, 70 special
needs students from area high schools
are learning job skills – from cultivating and creating packaging for fertilizer
and fishing worms to marketing and
sales. A $30,000 grant from the Community Foundation was instrumental in
helping the church hire a coordinator
for its Exceptional Entrepreneur program, says Patti Nemazie, director of
Grace’s Reach and Send Ministries.
“Three students are now getting
paychecks because of the skills they
learned here,” she says. “The change in
the participants has been unbelievable.
We’ve had kids come in not speaking
or talking who have grown into very
happy and social people. Their parents
are so appreciative because their adult
children have purpose and people in
the community are beginning to realize
special needs people have worth.”
Upon seeing the impact of the worm
farm, a community donor stepped forward with the matching money Grace
Church needed to build a permanent
ANNUAL REPORT 2014
COURTESY PHOTO
▲ Exceptional Entrepreneurs work on equipment at their worm farm enterprise made possible from Community Impact grants.
space. The work ethic of the farm’s
special entrepreneurs has led to a partnership with Bee Authentic to package
its honey straws.
Chad Washburn of the Naples Botanical Garden, sees lives changed every
time the quarter-acre Buehler Enabling
Garden hosts a program for Alzheimer
patients, the sight-impaired or people
with autism and their caregivers.
As participants experience the therapeutic garden, the sense of smell stirs
memories of a girlfriend who wore
Chanel No. 5 and the fronds of the
carnauba wax palm, an ingredient common to Turtle Wax and the jelly beans
“We’re getting our
stakeholders and nonprofits to ask meaningful
questions: What is the
issue? What change do we
expect? How are we going
to do it?”
they enjoy during their stroll, inevitably
lead to conversations about first cars
and first dates, says Washburn, director of conservation and education for
Naples Botanical Garden.
“People who haven’t spoken for
a year become lucid and talk for an
hour,” he says. “It’s so magical for
their caregiver. There’s one woman I’ll
never forget. She didn’t say anything
the whole time and I didn’t think we’d
reached her. Then, she stood on my
toes and hugged me before she left.”
The Buehler Enabling Garden was
created from community input as a
therapeutic and calming environment.
A $15,100 foundation grant hired an
expert to train volunteers.
The program collaborates with
the Alzheimer’s Support Network of
Naples, the Center for Autism at the
University of Florida and through Collier County schools offers a job training
program for special needs students.
“We have more than 25 plus students
on a weekly basis who are learning job
skills and interacting with the public,”
Mr. Washburn says. “Some have been
able to get jobs at Publix or Walgreens
and almost all of them have started gardens at home. They’ll garden with their
brothers or sisters and even though
they have cerebral palsy they have the
same success. Gardening is a great
equalizer.”
Regional partnerships. Regional
answers. That’s what we’re all about.
“The foundation has evolved from
a positon of community stewards of
endowed funds to community stewards of sustainable solutions,” says Joe
Mazurkiewicz, chairman of the Southwest Florida Community Foundation’s
Board of Trustees. “We are identifying
regional issues and focusing on diversity and collaboration, working together
toward specific solutions. As a result,
we’ve been able to attract national organizations to assist us.”
The foundation’s first regional
call-to-action led to FutureMakers, a
five-county initiative that successfully
helped high school seniors prepare for
post-secondary education and training and tap into the $150 billion in
unclaimed financial assistance available to them. With the help of educators, community leaders, businesses,
mentors and other stakeholders, more
graduating seniors completed the Free
Application for Federal Student Aid
and discovered they qualified for financial aid they didn’t know was available.
“FutureMakers was a great example
of community impact and what happens when a diverse group of stakeholders gather around a common table
to exchange creative ideas and execute
strategic change,” says Dr. Dave Fleming, Community Foundation chief strategic officer, and leader of the FutureMakers initiative.
Wait ‘till you see what’s next
The initiative also attracted the
attention of Lumina Foundation, an
independent private foundation that
will provide thought leaders and financial resources to help us increase the
number of Southwest Florida residents
earning post-secondary degrees and
credentials. They came to us, including our region with 34 other national
cohort partners. This work is sure to
have wide-reaching impact on our community.
What we started in 2014 will grow in
2015 like that ripple: ideas as small as a
worm or a quarter-acre garden changing lives. We’ve created momentum
that will continue to build across the
region.
Ms. Barrett will bring even more people into her new computer lab, focusing
the next year on specialized software
to teach reading and computer skills to
4-year-olds in private preschools.
“I’m telling you, we are so proud of
what we’ve been able to accomplish
as a result of the grant,” she says. “We
are changing lives and will never forget
what the Southwest Florida Community
Foundation has done for the citizens of
Hendry County.”
You Can Be the Solution
“The Community Foundation and its
partners are charting a course toward
regional change for common good,”
says Dr. Fleming. “From these initial
groups we will be building on success
and expanding our mission to include
more people. Anyone can invest in our
community.”
We invite you to meet us at our community table.
—OC
Supporters
n To view a list of our supporters,
visit floridacommunity.com/annualreport or call 239-274-5900 for
a printed version
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“We hope by giving through the Community Foundation it will raise awareness for the
need for more money for mental illness. There are thousands of people out there who need
help. It’s so difficult to raise money to support mental illness as opposed to mental health.
We hope our fund will lead to additional contributions.”
Table of
Contents
— Kappy King,
Community Support Grants
John S. and Kathryne A. King Fund for Mental Illness
G I V I N G M AT T E R S
6
Scholarship Grants & Recipients
7
List of Contributors
9
Honors and Memorial Gifts
11
Love of Bonita Recipient
11
FutureMakers Donors
11
Annual Appeal Donors
12
Women’s Legacy Fund Contributors
12
Prima Donors
13
Angels and Angel Makers 2014
▲ Debbie Webb, executive director of Hope Clubhouse, with Kappy and John King.
COURTESY PHOTO
Funds
Donors make community
change possible
In 2014 donors like Kappy and John
King and over 26 new fund holders
found a partner in strategic philanthropy in the Southwest Florida Community Foundation. Last year, we opened
a record number of new funds, reached
our highest-ever level of investments
and assets and met with residents like
the Kings who were interested in making meaningful region-wide change in
education, human services, the arts,
environment and animal welfare.
After experiencing the creative
exchange of ideas during the foundationhosted iLab with local nonprofits, the
Kings established the $1.1 million John S.
and Kathryne A. King Fund for Mental
Illness. It’s a cause that’s near and dear to
the Fort Myers Beach couple. Through
their family fund they’re committed to
erasing the stigma associated with mental illness and helping Southwest Florida
improve its services. The state currently
ranks 49th nationally in mental health
spending per capita.
“We hope by giving through the
Community Foundation it will raise
awareness for the need for more
money for mental illness,” says Mrs.
King. “There are thousands of people
out there who need help. It’s so difficult to raise money to support mental
illness as opposed to mental health.
We hope our fund will lead to additional contributions.”
The Kings worked with the foundation to customize their fund, creating
a family legacy that will ensure continued support of Hope Clubhouse,
a Fort Myers agency offering work,
education, friendship and access to
housing for those with mental illness.
“It’s a wonderful organization. It gives
people a sense of life and purpose,”
says Mrs. King. “We know if anything
should happen to the clubhouse, the
money will continue to help people
living with mental illness. It will carry
on after we’re gone.”
By participating in the iLab, the
Kings and other donors had the opportunity to see the work the Community
Foundation is doing to partner with
the nonprofits
“We got to watch and ask questions
and share our insights,” recalls Mrs.
King. “We knew about the Community
Foundation and have watched them
grow over the past few years. We love
what they’re doing: Carrying it further
13
and seeking solutions.”
The foundation also introduced new
programs to empower donors with
ownership on the issues they care
deeply about. Donors with donoradvised funds can choose their investment strategy, from conservative to
more aggressive, and they can continue
to work with their investment advisors
through the foundation.
We’ve made it even more convenient
for donors to become vested in their
giving, launching a Donor View portal
on our new website that provides 24/7
internet access to their funds. Here,
they can track the history of their giving, create reports and receipts and
conveniently make grants.
In 2014, we also established new
partnerships with the Barbara Bush
Foundation, the Robert Rauschenberg
Foundation and the Florida Next Foundation. To us, this demonstrates their
faith in us and our knowledge of the
region. To the community, it means
a promising future. We are grateful
to our donors and partners who give
through the foundation with a mission
of sustainable and meaningful change.
—OC
New Funds
Community Unrestricted Funds
Designated Funds
Donor Advised Funds
Designated Principal Funds
Agency Endowment Funds
13-16
Legacy Society
17
Every attempt has been made to ensure
that the information provided in this
report is accurate through June 30, 2014.
We apologize for any errors or omission.
Please contact our office with any corrections.
T he fou n datio n is registered
with the state of f l orida
pursua n t to chapter 4 9 6 , sec tio n 4 9 6 . 4 0 5 O f the f l orida
statutes . A copy of the offi cia l registratio n ( # ch 6 6 1 )
a n d fi n a n cia l i n formatio n
may b e o b tai n ed from the
di v isio n of co n sumer ser v ic es b y ca l l i n g to l l - free ( 1 - 8 0 0 4 3 5 - 7 3 5 2 ) withi n the state .
R egistratio n does n ot imp ly
e n dorseme n t, appro v a l , or
recomme n datio n b y the state .
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G I V I N G M AT T E R S
mila bridger photography
▲ FutureMakers students and mentors at FutureMakers Kickoff Rally
Community Impact Grants
Arts and
Attractions Grants
Art League of Fort Myers
ArtFest Fort Myers, Inc.
Arts for ACT
BIG ARTS
Bonita Springs Concert Band
Calusa Nature Center & Planetarium
Center for the Arts of Bonita Springs
Ding Darling Wildlife Society
ECHO, Inc.
Edison Festival of Lights
Southwest Florida Symphony
Symphonic Chorale of
Southwest Florida
The Music Foundation of Southwest
Florida
Theatre Conspiracy
WGCU Public Media/FGCU
Foundation
Young Artists Awards, Inc.
Capacity Grants
Children’s Advocacy Center of
Southwest Florida – Family First
program
Dress for Success Southwest Florida –
Entrepreneurial Spirit Program &
Mentoring
Early Learning Coalition of Southwest
Florida – Improving instruction,
Assuring School Readiness
Grace Community Center – Grace
Creative Solution for Exceptional
Entrepreneurs
Gulf Coast Humane Society – Puppy
Rooms
Healthy Start Coalition of Southwest
Florida – FOCUS Program: Repeat
Teen Pregnancy Prevention
Florida Arts, Inc.
Calusa Nature Center & Planetarium
Florida Repertory Theatre
Children’s Home Society of Florida
Florida SouthWestern State College
Friends of Lovers Key
Fort Myers Beach Art Association
Gulf Coast Symphony
Fort Myers Symphonic Mastersingers
Hendry Glades Mental Health Center
Friends of the Lakes Regional Library
Jumpstart, Inc.
Gulf Coast Symphony
New Horizons of Southwest Florida
Lee County Alliance for the Arts
Quality Life Center
Lee County Artificial Reef Association
Sanibel Sea School
Junior Achievement of Southwest
Florida – Afterschool Program
Partnership
Lee Trust for Historic Preservation
United Way of Lee, Hendry, Glades
and Okeechobee
P.A.W.S. Lee County – Spay and Neuter
Clinic
Community Impact Grants
Pine Manor Improvement Association
– Institute for Culinary Awareness,
Research and Education (ICARE)
River District Alliance
Sanibel Community Association
Southwest Florida Attractions
Association
Southwest Florida Regional Planning
Council
Big Brothers Big Sisters – Decisions to
Win Dropout Prevention Mentoring
Program
Hendry County Library System –
IHELP: Impact of Hendry County
Employability Library Program
Human Trafficking Awareness
Partnerships – Continuation and
Expansion of the Point of Contact,
Point of Rescue Program
Redlands Christian Migrant
Association – Learning by iPad Mini
FutureMakers
Big Brothers Big Sisters of the Sun
Coast (Charlotte County)
Champions for Learning (Collier
County)
Foundation for Lee County Public
Schools (Lee County)
Southwest Florida Workforce
Development Board (Hendry and
Glades Counties)
Good Samaritan Fund
United Way
Women’s Legacy Fund
Mentoring - FutureMakers Initiative
Bonita Springs Community
Fund
Center for the Arts of Bonita Springs
– to benefit the new Center for the
Performing Arts
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G I V I N G M AT T E R S
Scholarship Funds and 2014 Recipients
Their Future. Your Fund. You can
create scholarship funds within the
Community Foundation for many
reasons. Each scholarship fund can be
customized to achieve your interest.
It may be to memorialize a loved one,
support a specific college or university
or to support a student with special
talents or academic achievements.
Blue = New Funds
American Association of University
Women Sue Gottcent Memorial
Scholarship Fund
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.
Recipients: Victoria Pereira, Nova
Southeastern University
Mican Reed, Hodges University
Jordan Abdo Memorial Scholarship
Fund
For a North Fort Myers High School
student athlete with a GPA of 3.0 to
3.5.
Recipient: Brian Byrd. North Fort
Myers High School
Judge Isaac Anderson, Jr.
Scholarship Fund
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.
Recipient: Jamar Stewart, Fort Myers
High School
Lewis B. Barber Memorial
Scholarship Fund
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.
Recipient: Jillian Gottberg, Ida S. Baker
High School
Daniel J. & Jane H. Berktold
Columbia College Scholarship
Fund
For a student who demonstrates
financial need and is attending
Columbia College.
Jane H. Berktold Scholarship
For graduates of Lee County public
high schools who are in need of
financial assistance.
Recipients; Dominique Johnson,
Riverdale High School
Peyton Davis, Cypress Lake High
School
Blaise Garfall, Cape Coral High School
James Bilder Scholarship Fund
For Lee County high school students
to pursue higher education with
preference given to students
attending vocational/technical
schools.
Recipients: Bradley Beatson, North
Fort Myers High School
Vasilios Koupelis, North Fort Myers
High School
Howard P. & Magdalen K.
Breitenbach Scholarship Fund
For a needy student who was either
a service member, or is a child or
grandchild of a service member,
who was in the United States Navy.
Recipients: Ty Christoff-Tempesta, Fort
Myers High School
Kristina Howell, Fort Myers High
School
Carl E. Brooks Scholarship Fund
For college bound students of one or
more immigrant parents.
Recipients: Arletys Gomez, Golden
Gate High
Jose Sandoval, Community School of
Naples
Bonita Springs Area Chamber of
Commerce/Ralph A. Richardson
Fund
For Estero High School graduates or
high school seniors or children
of a current Bonita Springs Area
Chamber of Commerce member,
continuing their education at a
college, university, or vocational/
technical school.
Recipients: Ryan Reedy, Estero High
School
Rebecca Rocuant, Estero High School
John & Ruth Childe Scholarship
Fund
For a Lee County student with a
physical disability to pursue higher
education in a college, university, or
technical school.
Recipient: Carolyn Scullion, Florida
State University
Couse-Gram Scholarship Fund
For a Moore Haven High School
student pursuing post-secondary
education.
Recipient: Kaley Pagan, Moore Haven
High School
Mary Ann Elder Scholarship Fund
Scholarship to a student from the
five county area of Lee, Charlotte,
Hendry, Glades and Collier entering
or continuing in a master degree
program in social work from an
accredited university or college.
Recipient: Katelyn Silva, FGCU
Former Graduate of Everglades
City Scholarship Fund
This scholarship provides high school
seniors a scholarship renewable
up to 4-years and in order of
priority: 1. Student(s) who is a fulltime resident of Everglades City,
the geographic region defined as
the Everglades City zone by the
Collier County Public Schools, or 2.
Students residing in Collier County.
Anne M. Fassett Scholarship Fund
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.
High Tech Center Central
Scholarship Fund
For students/clients of Cornerstone
Ministries and Teen Challenge.
Hotchkiss Scholarship Fund
For Florida Prepaid scholarships
to sixth grade students upon
successful completion of a
mentoring program and graduation
from high school.
Jim Ilias Athletic Memorial
Scholarship Fund
Scholarship to be given to a high
school athlete who demonstrates
excellence in athletics, academics,
sportsmanship, and moral character.
Chip Johnson Memorial
Scholarship Fund
For students who have completed 60
hours of college and plan to attend
Barry University, FGCU, Nova,
Florida Southwestern State College,
or Hodges University.
Recipients: Renee Crivello, Florida
Institute of Technology
Recipient: Ana Abarca, Florida Gulf
Coast University
Yaimis Cruz, Florida Gulf Coast
University
Paul B. & Aline Flynn Scholarship
Fund
For students pursuing a degree from
a 4-year accredited college in
communications or journalism.
George E. Judd Scholarship Fund
For tuition for graduating Lee County
seniors pursuing higher education
in the fine or performing arts.
Recipients: Sarah Davenport, Golden
Gate High
Hayden Pigott, Fort Myers High
School
Charles & Margaret Foster
Scholarship Fund
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.
Recipients: Martina Long, Cypress
Lake High School
Adam Costello, Cypress Lake High
School
Ciera Howard, Estero High School
Rebecca Walker, City of Cape Coral
Charter High School
Carley Levy, Fort Myers High School
Keen Family Nursing Scholarship
Fund
For students at Florida Southwestern
State College who are motivated
and academically qualified but are
without the means to pursue an
education in nursing.
Certified Public Accountants’
Scholarship Fund
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
5-county area of Lee, Charlotte,
Hendry, Glades, or Collier counties.
Doris W. Frey Memorial
Scholarship Fund
For students studying Christian
ministry/youth ministry, Christian
counseling, nursing, or medicine.
D & A Scholarship Fund
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,
Mackenzi Slamka, Fort Myers High
School
Recipient: Rachel Hoover, Clewiston
High School
Allison Golom, University of Michigan
Isabel Mayer Kirkpatrick
Scholarship Fund
For tuition for Lee County high school
graduates with a “B” average (3.0 3.7).
University of Miami, University
of Tampa, or Embry Riddle
Aeronautical University/Daytona
Beach.
Recipient: Kaley Pagan, Moore Haven
High School
Drs. Ira and Udaya Dash Nursing
Scholarship Fund
For a student studying nursing at
Florida Southwestern State College
or FGCU.
Ryan Molloy, Cape Coral High School
Recipient: Gloria Sica Baten, Dunbar
High School
Jane Cavanna Bleakly Scholarship
Fund
For a Haddonfield New Jersey High
School student to pursue higher
educational studies.
Dunbar Heritage Scholarship Fund
For a Dunbar High School graduate of
African-American descent to pursue
a bachelor’s degree at an accredited
college.
John S. Bleakly Scholarship Fund
For a Rutgers School of Law student.
Jessica Nash, Dunbar High School
Recipients: Matthew Thomas, Dunbar
High School
Recipients: Davis Vertin, Naples High
School
Bruce T. Gora Photography
Scholarship Fund
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.
Recipient: Chandler Gray, Cape Coral
High School
William L. Graddy Law School
Scholarship Fund
For students who have completed
the first year at an accredited law
school.
Francis Harris Gresham
Scholarship Fund
For tuition for college bound seniors
from Lee County high schools.
Matthew King, Bishop Verot Catholic
High School
Matt Harmon Memorial
Scholarship Fund
For books and tuition for collegebound baseball players.
Recipient: Ryan Keegan , Estero High
School
Doc Keen Memorial Scholarship
Fund
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.
Recipient: Alex Wierengo, Cape Coral
High School
Robert A. Kleckner Scholarship
Fund
For a financially needy high school,
undergraduate, or graduate student
pursuing a career in finance or
accounting.
Recipient: Jeffrey Flores, Immokalee
High School
Lee County Library Sciences
Scholarship Fund
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
For 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.
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G I V I N G M AT T E R S
▲ Love of Bonita Recipient John Warfield and his daughter Katie Schroeder
Norman Marcus Scholarship Fund
Presented as a gift in honor of Norman
Marcus’ 80th birthday by his wife
and supported by his friends, the
Norman Marcus Scholarship Fund
is for a Southwest Florida student
to attend an accredited university,
college, or technical school to
further the student’s education.
Gail Markham Believing in Girls
Scholarship Fund
For a four-year scholarship for a
female student with a financial need
and who has graduated from a high
school in the five-county area of
Lee, Charlotte, Hendry, Glades, and
Collier counties with a minimum
3.0 GPA.
Carol Patti McLaughlin Scholarship
Fund
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.
Recipient: Matthew King, Bishop Verot
Catholic High School
Ruth Messmer Scholarship Fund
For women pursuing a business career
in college.
Recipient: Kimberly Nguyen, Golden
Gate High
Julie Willard Mikell Fund
For a financially needy Lee County
high school senior to attend a 2- or
4-year regionally accredited college
or university.
Recipient: Ashley White, East Lee
County High School
Judge William J. Nelson Scholarship
Fund
For a high school senior who will be
attending the University of Florida.
Recipient: Shelby Sorrell, Palmetto
Ridge High
James D. and Eleanor F. Newton
Children’s Fund
For the winners of the Edison Science
and Inventors’ Fair.
Recipients: Zachary Van Osten
Arushi Chandok
Joanne Olmsted Scholarship Fund
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
For economically disadvantaged Lee
County students to attend college
or technical school.
Recipient: Andy Dong, Cape Coral
High School
Chet and Janett Perry Rotary Club
of Fort Myers Scholarship Fund
For a student pursuing a career in
accounting.
Recipient: Jeffrey Flores, Immokalee
High School
Faye Lynn Roberts Education
Scholarship Fund
For women pursuing a career in
technical studies, court reporting,
computer training, or nursing.
Recipient: Lakisha Rice, Florida
SouthWestern State College
David G. Robinson Arts
Scholarship Fund
For tuition for Lee County high school
seniors who plan to study the arts
in an accredited school.
RecipientL Jillian Gottberg, Ida S.
Baker High School
Sanibel Community Church
Scholarship Fund: Next
Generation Fund Trust
For a child or grandchild of a member
of Sanibel Community Church.
Recipient: Kay Donovan, Southeastern
University
City of Sanibel Employee
Dependent Scholarship Fund
For dependents of Sanibel City
employees to attend a college or
university.
Robert C. & Margaret A. Schikora
Scholarship Fund
For needy students who have previously
graduated from high schools in Lee
County to pursue postsecondary
educational opportunities.
Recipient: Dylan Mendez-Lynch,
Florida State University
John M. & Mary A. Shanley
Memorial Scholarship
For a 4-year scholarship to students
studying medicine, law, dentistry,
teaching (math & science),
ministry, engineering, accounting,
agriculture, architecture, or
computer science.
Recipients: Alexandra Mackey, Cape
Coral High School
Nadine Joseph, Oasis High School
Ty Christoff-Tempesta, Fort Myers
High School
Dayana Balsalobre, East Lee County
High School
mila bridger photography
▲ Prepare to be Funded! Sarah Owen and staff with Joe Mazurkiewicz approaches Pine Manaor Improvement Association with a grant check.
Ellen Sheppard Scholarship Fund
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.
John I. & Madeleine R. Taeni
Scholarship Fund
For students pursuing degrees in
teaching, nursing, paramedic
training, or emergency medical
technician training.
Recipient: Stephy Oge, Lehigh Senior
High School
Theresa Grodzki, Florida
SouthWestern State College
Jay Sheppard Memorial Scholarship
Fund
For a Bishop Verot student in financial
need.
John and Ellen Sheppard Humane
Student Scholarship Fund
For high school seniors with a belief
in a universal creator of life who
are actively involved in school and
student life with a commitment
to help others through volunteer
work in community, charitable or
religious organizations.
Recipients: Kristin Current, Florida
State University
Quality Life Center/Emma Lee
Thomas Memorial Scholarship
Fund
For high school graduates affiliated
with Quality Life Center to pursue
further education.
Richard S. Thompson and Marion
L. Thompson Memorial Fund
For Lee County students pursuing a
post high school science education.
Recipients: Courtney Scoufis, Fort
Myers High School
Recipients: Alexis Marquess, Lemon
Bay High School
Kevin Dennis, Oasis High School, Cape
Coral, Florida
Sara Marinuzzi, Lemon Bay High
School
Shelbi Erp, Fort Myers High School
Southwest Florida Community
Foundation General Scholarship
Fund
For high school seniors graduating
from a high school in our five
county service area who applied for
but did not receive a competitive
scholarship.
Janilya Baizack, Florida SouthWestern
State College
Southwest Florida Deputy Sheriffs
Association Fund
For high school students who
are dependents of local law
enforcement officers.
Frances H. Waldron Scholarship
Fund
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.
Recipients: Chandler Gray, Cape Coral
High School
Hannah Lytle, Lemon Bay High School
Anne Sturrock Nursing Scholarship
Fund
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
For a student going to college who is a
parishioner of Mount Olive Church.
Recipients: Inae’e Aidoo, Kalashian
Hall, Chayana Burnside, Chayla
Burnside, Dominique DeLoach,
James C. Givens, Evette TealRichardson, Courtni Smith,
Chandrae Bethea, Chaydon Foster,
Kenisha Ferrell, Jaymel Jackson,
Alante Smith, Malcolm McCollum
Leah Colucci, University of Miami
United Christian Giving/Hodges
University Scholarship Fund
For a Hodges University student from
a Christian nonprofit supported by
United Christian Giving.
Recipients: Elizabeth Marroquin and
Melissa Soto
G. Napier and Ellen T. Wilson
Scholarship Fund
For an outstanding high school student
who has volunteered at a Veterans
Administration Hospital, Clinic
or similar organization providing
services to military veterans to
attend an accredited university,
college or vocational technical
institution.
Recipient: Ashley White, East Lee
County High School
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In Gratitude
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G I V I N G M AT T E R S
Our Contributors
American Association of University
Women
Arthur Abt
James Abernathy II
Marie Ackord
Miguel and Susan Acuna
Todd Adams
Robert and Marilyn Adkins
Rene J. Affourtit
John R. Agnew
Betsy Alderman
Amazon Smile Foundation
Luis and Lilliam Ambroggio
American Endowment Foundation
Pavan K. Anand
Gary and Suzanne Andersen
Audrea Anderson
Shelley Anderson
Scott and Cynthia Arnold
Martin and Moni Arnowitz
Marsha B. Asp
Gary and Andrea Aubuchon
Neil Auricchio and Nannette Staropoli
George W. Avery
John and Bette Aymar
George H. Bail
A.W. Baldwin
Virginia H. Banks
Virginia S. Barnard
Andrew A. and Emilie Barnett
George P. and Maryhelen Baron
Frank W. and Barbara C. Batsch
Jack G. and Rosemary A. Beaulieu
Philip J. and Susan Beavers
James Sievers and Samira K. Beckwith
Patricia Bell
Peter J. and Nancy E. Bender
Cello Bennett Artists, LLC
Susan Bennett
Susan Bennett Marketing & Media,
L.C.C.
Lowell E. and Karen L. Benson
Jane Purdy Berger
Gary A. and Kathleen M. Bernardo
Jean S. Bidwell *
Christine Billante
Dudley R. and Linda A. Billings
Russel and Mary Binford
Bireley Family Foundation
BJM Consulting, Inc.
Babette Bloch Studio LLC
Ronald G.Wallace and Naomi L. Bloom
Bill and Caroline C. Bloomhall
Stuart A. and Juli M. Bobman
Peter J. and Holly A. Boldrin
Catherine A. Boltz
Felice D. and Catherine Borgia
George and Deborah M. Braendle
Jay A. Brett and Kimby Hegwood
Joyce Briggs
Mary Jane Briney
Frederick and Charlene Brissette
Marcia Broadbent
Brian and Margaret Brodeur
George Brown
Rusty Brown and Bill Tanner
Roger and Dian Brownell
Gary Bryant
Michael and Cynthia Burgess
Peter and Connie Burkert
Kellie Burns
Robert Burns *
Barbara J. Burris
Erick and Nancy Burton
Frank and Jeanne Byers
Philippe and Elisabeth Camus
John and Lynn Cantisano
Dee Carter
Teen Challenge
Margaret G. Chamberlin *
Charitable Foundation of the Islands,
Inc.
Grampys Charities
Edward S. and Suzanne B.
Christenbury
Michael and Verena SchneiderChristians
Sanibel Community Church
Gerald P. and Delores Ann Clancy
Thomas C. and Suzanne B. Clapp
Melissa Cofta
Philip S. and Lois M. Cohen
Kim Larson-Collins
David and Christin Collins
Community Health Association of
Lehigh Acres
Carolyn E. Conant
Herbert Conant *
Ruth Condit Interiors
Janet Cone
Karen T. Coney Coplin
Alan S. and Selma Cooper
Eugene and Connie Corasanti
Ellen Costa
Lucy Costa
Frederick J. and Nancy P. Costello
Robert L. and Dorothy L. Coughlin
John and Gretchen Coyle
Martha A. Crishal
Lisa Cronin
Thomas R. and Pam Cronin
Jeff Cull and Ella Nayor
Stan and Julie Culver
Robert N. and Elizabeth da Frota
J. Dan and Mitzi E. Parker
Jon and Linda Davis
Herbert De Jonge
Gary and Cheryl Decker
Stephen and Barbara Degon
Dru and Jane M. Deister
Frank D. and Rosemary Dellaquila
Cheryl DePree
Ruth L. Derrick
David and Marlene Dietzel
Disabled Veterans Insurance Careers,
Inc.
Zackchary M. and Patricia K. Dobbins
Barbara Beck Donovan
Brandon Dorney
James L. and Sharlene Hamel Dozier
Dawn-Marie Driscoll and Norman
Marcus
Gordon and Carla Duncan
Dennis H. and Susan I. Duncan
H. Neal and Raquel Reichmann
Dunning
Susan Earl
Edison University, Inc.
Michele Eddy
Edison National Bank/Bank of the
Islands
Tibor Rudolph Elder
Mary Q. Eller
Ruth C. Emmel
Daniel J. and Debbie Endrizal
Equilibrium, LLC
Phyllis Ershowsky
Kevin L. Erwin Consulting Ecologist,
Inc.
Estate Planning Council of Lee County
Linda E. Estep
Robert and Joyce Evans
Anonymous
John B. and Gloria A. Fassett
Neal and Georgina Keefe-Feldman
Donna Fiala
Sara Elizabeth Fillmann
Gerald P. Finan
Curtis and Jackye Finch Jr.
First Presbyterian Church of Bonita
Springs, Inc. PC(USA)
Scott Fischer Enterprises
Paul F. and Margo B. Fischer
Aline Flynn
Terrance R. and Christine R. Flynn
Craig and Margaret Folk
City of Fort Myers
John and Maggie Foskett
Amy Fox, MD
Marty and Judith Freling
Frontier Adjusters
Michael R. and Barbara L. Funk
Suzanne Galloway
John F. and Melissa Gamba, Jr.
Ruth Gapp
Jamie Gates
William H. and Carol S. Geal
William E. Gee
James H. and Miriam B. Geist
Cheryl Gentry
Dennis E. and Tanya Glass
Carolyn Gora
Susan Gould
Patricia V. Graddy
Thomas D. and Ellen P. Granger
Peter and Amy Gravina
Charles F. and Katherine C. Green
Mark and Sandy Greenberg
Bonnie Greene
Shirley F. Grigar
Carolyn H. Grosse
Gulf Coast Human Society, Inc.
William E. and PS Gunton
Joan Hagerman
Robin Hamilton
Sam F. and June Hamra
Curtis B. and Lalai S. Hamric
Patti R. Hardin
Elizabeth O. Harmon
Harmon-Meek Gallery, Inc.
Kim P. and Jody Hart
Kim Patrick Hart
Timothy Harter
Ted and Bertha Hartry
Richard and Virginia Hassett
Fred and Elaine Hawkins
Archie Hayward, Jr.
Leigh Frizzell Hayes
Louise Hazner
Scott and Helen Heffington
Bradley Heiges
William and Carol Hennig
Kenneth and Carolyn Herbold
Christopher Hill
Jane Hipps
Larry and Debra Hobbs
Jeff and Marcia Hobe
Sama Hoffman
Winnifred Hoffmann
Bobby Holloway Memorial Corp
Pierre E. and Katherine E. Holloway
William N. Horowitz PA
Arthur and Marti Horwitz
Christine Howell
D. Hugh and Elizabeth Kinsey Jr.
Robert K. and Janis Hughes
Richard H. and Peg F. Hulit
Brian Hummel, MD and Kristin
Hummel
James T. and Nancy L. Humphrey
John D. and Judith M. Hushon
Kevin Husk
Alison c. Hussey
Betty Prather Hyde
Sherri Hynden
Eric J. Hynden
Charles K. and Linda Idelson
DEX Imaging
Christopher and Melinda Isley
John J. Jazwa
Sidney and Diane L. Jensen
Caroline Stuart-Jervis
James D. and Elizabeth W. Jessee
Johnson Family Foundation
Franklyn A. Johnson *
Constance Jones
Dorothy Jones *
Ronald and Cynthia Jones
Roger and Stephany Joslin
Robert and Eva Marie Kane
Stan Kane
Donna F. Kaye and Robert J. Kaye
G. Keith and Robbi Cary
Daniel Keller
Kathleen Keller
William G. and Lois E. Kelley
Brett Kernick
Charles R. and Edith B. Kingsley
D. Hugh and Elizabeth Kinsey
Matthew A. and Terri L. Kirchner
Billy and Sally J. Kirkland
Robert and Peggy Kleckner
The Kleist Family Foundation, Inc.
Kevin and Kathryn Derheimer
Christie K. Knudsen
Mark Kohl
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G I V I N G M AT T E R S
Vincent A. Kolpacke
Cheryl Komnick
Richard and Lorraine Kostyra
Thomas F. Krick *
Brian and Sara Krivisky
Mary A. Krome
Stephen and Rebecca Kwedar
Michael and Susan Kyle
John and Deborah La Gorce
Glenda Lane
Arlyn and Marcia Lanting
Nicole L. Laquis
Gary A. Layton
Lee County Board of County
Commissioners
Charlie and Caroline LeGette
Jonathan D. and Holly Leland
Howard and Marilyn Leland
Joseph H. and Darla Letourneau
Liberty Youth Ranch, Inc.
Max H. Furbringer and Pat Limegrover
Joe and Linda Linnehan
F. Linton and Gail Webster Patterson
Hugh and Bonnie M. Lombardi
Allyson Loos
Cynthia Lopez
Norman and Mary Love
Clive L. and Sonia Lubner
David Lucas
Linda Lucas
Melinda L. Lucas
Simone C. Lutgert
Michael and Emily Lyons
Kay B. MacDougall *
John Douglas Mack
Susan Malach
John Mangel II and Hilda B. Mangel
Frank Mann
George T. and Jena L. Mann
Dawn-Marie Driscoll and Norman
Marcus
Tammy Surratt Marino
Gail Markham CPA
Corlyn A. Marsan
Charles L. Marshall
Richard A. and Doris P. Mascott
Nicholas A. Maurillo Jr. and Patricia
M. Maurillo
Dr. S.R. Maxeiner Jr.
Beverly J. Maxfield
R. Arden McCurdy
M. Jacqueline McCurdy
George McEwen, III
James W. and Marjorie C. McFadden
Ronald J. and Diane W. McGinty
Kathleen McGrath
Janet R. McGriff
Bette McGruder
Mary McIntosh
Deborah E. Meisenberg
Cory C. and Susy Mertz
Doug Meurer
Stuart and Lee A. Meyers
Judith Michael
W. Michael and Barbara S. Maxwell
David and Donna Michie
Patricia A. Middendorf
Rhea B. Mike
Tim and Clair C. Miles
Lewis and Michelle Miller
Gerald H. and Sharon Miller
Ronald and Janice P. Miller
Matthew J. and Wendy S. Miller
Steven G. Mills
Mark A. and Barbara A. Mintz
Ralph and Martha Mixon
MLS Title, LLC
Robert S. Moe
Tara Molloy
Vincent and Christina Mona
Cathleen Morgan
Frederick D. and Melvin Morgan
Florence T. Morris
Learning In Motion
Shirley Mueller
Charles and Dorothy Munsch
Henry Murphy
Myers, Brettholtz & Company, PA
David K. and Muriel M. Nachman
James R. and Karen Nathan
Nancy A. Near
Mr. and Mrs. Gary Nelson
Michael L. and Debra A. Nelson
Murray and Charlotte Newton
Varick K. Niles
Fred C. and Marjorie M. Nordstrom
William M. and Rita G. Nugent
Pamela Nulman
Bonnie L. Olson
Organ Transplant Recipients of SW
Florida, Inc.
Rozzi Osterman
Beverly J. Ostermann
David and Sarah Owen
Don and Nina Paight
Panther Baseball Organization, Inc.
Clif and Tina Parker
Pantera Energy Company
Karen J. Pawlovich
Robert Pease
Steven E. and Laura Pegalis
Linda J. Pegalis
Ronald E. Penn and Robert J. Garcia
Donald A. and Virginia S. Peters
Brad A. Phelps and Ryan Frost
Kevin S. and Cindy Pierce
Edward S. and Virginia C. Pinckard
Edward and Ann Marie Polito
Holly Pollard
Marvin and Lesley K. Porter
Bernard N. and Christine J. Portnoy
F. Allen Prather Jr.
Stephen and Tehjan Prendiville
John E. and Aliese Price Foundation
Gary A. Price
Jimm * and Roberta Mills-Price
Pristine Fine Dry Cleaners, LLC
Andrew Pritchett
Virginia L. Pritchett
Richard H. Pritchett III
Richard H. Pritchett IV
Pushing the Envelope, Inc.
Pamela S. Putnam
Margaret J. Razik
Robert R. and Catherine C. Randlett
Jack L. and Shirley Rasmussen
Patricia E. Ratliff
Robert G. Raymond
Andrea Deane & Associates Inc.,
Realtors
Reese Family Charitable Foundation
Dale Reiss
Zach Rhodes
Hugh H. and Mary C. Richardson
Phyllis Rieser
Roy E. and Kristin G. Ritts
RJW Foundation
Douglas B. and Roberta L. Roberts
Donna J. Roberts
Darren and Stacy Robertshaw
David and Suzanne Robinson
Geoffrey W. and Robbie B. Roepstorff
John W. and Carolyn Rogers
Helen Rogers
Joseph Roshe
Russ Bilgore and June Rosner
Christine A. Ross
Paul Rothenberg
Bradley and Amy Rothenberg
James H. and Betty S. Rubenstein
Carol D. Ruby
Edward J. and Catherine A. Ryan
Sam J. Saad III
Abraham and Tammy Sadighi
Daniel J. Salzano
Mark A. Sarlo and Marilyn Pritchett
Sarlo
Tony and Eloise Sarlo
Daniel and Lyn Scanlon
Thomas L. and Kheri Schaar
Robert W. and Jean W. Scherer
Lowell S. and Michelle Schoenfeld
Lewis J. and Claire Schoenwetter
Sue C. Schulte
Steve and Jayne Schwarz
Christina Harris Schwinn Esq.
Betty A. Scobie *
Leigh E. Scrabis
Robert P. and Michele J. Seass
SEI Investments/Global Institutional
Group
M. Selma Nettles
Specialty Risk Management Services
Robert T. and Barbara H. Shafer, Jr.
Bipin D. and Ketki B. Shah
David and Kathie Shellenbarger
Ellen W. and John W. Sheppard
Daniel W. and Lita W. Sheppard, Sr.
Martin J. and Betteann L. Sherman
Steven and Kathy Shimp
Shanna N. Short
Robert W. and Shirley Shrader
Lynn Baarrett Shunk
Joan G. Siegel
Barbara B. Sill
Jon A. and Joyce Simmons
Katherine Simpson
Rex Sims
Richard R. and Catharine S. Singleton
Diehl and Josephine Sluss
Virginia Small
Richard M. Smarg
Steven and Julie Smith
The Smith Family Foundation
W. James and Eileen Smith
Thomas T. Smith
Ben C. and Carol Smoot
Gene R. Solomon CPA
Gene and Dorit Solomon
Howard E. and Juanita Spanogle
John and Judy Spoelhof Foundation
Dwane L. Spohn
Raymond J. and Isabelle Staffeldt
Richard Starace
Charlie States
Frank Stern *
William and Irene Stevenson
Madelon Stewart
Allan and Linda R. Stikeleather
Insight Strategies
Hinson Studio
James Anderson and Bernadine
Stuefer-Anderson
John Suddeth Jr.
Carol M. Suedhoff
Eliot Sugerman
Jeremiah W. and Barbara A. Sullivan
Thomas A. and Elizabeth B. Sully
Sun Trust Bank
Madeleine R. Taeni
Beverly Taht
Lee Anne Tauck
Lois Taylor
Bruce E. Bauman and Pamela
Templeton
L. Thomas and Frances G. Miller III
Gay Rebel Thompson
Richard T. and Judith Thompson
William A. and Liz Thorndike
Stephen and Harriet J. Toadvine
J. Tom Smoot Jr., CPA
Robert and Wendy Tooley
Joseph M. and Gail M. Trachtenberg
George Traicoff
Linda M. Treise
Theodore L. Tripp Jr.
Jason Trochessett
Annie Lou Chapman * Trust
William J. and Phyllis S. Tuddenham
The Turner Corporation
United Way of Lee, Hendry, Glades
and Okeechobee
Nancy Urfer
J.P. Van Dongen, MD PA
James and Susan Vaughan
Verandah Community Association, Inc.
Eleanor Vollerthum
George P. and Patricia F. Wagner Jr.
Wake Up America of SWFL Inc.
Ken and Mary Jo Walker
Roy and Myra Walters
Wellington and Barbara T. Ward Jr.
Monique A. Ward
Mary M. Wasmer
Steve and Faith Wassersug
Henry B. Watkins III
Sylvia B. Weaver
Ross and Stephanie Webb
Carol L. Weiss
Wells Fargo Foundation
Alex and Nancy E. Werner
Bruce C. and Jane Wheatley
Scott White Advisors LLC
Gary O. and Dana T. White
Nancy Grandis White
Guy E. Whitesman
Rusty and Melissa Whitley
Mordechai and Michal Wiesler
Shelby Wilcox
Charlotte A. Wilke
David F. Williams
Judith Williams
Donald C. and Sylvia M. Williamson
Julie Lynn Willard Foundation
Margie Black-Willis
Diana Willis
Wilshire Medical Arts PA
Lucila Wing
Donald P. and Diana Wingard
James D. and Natalie M. Wismar
Wittenborn Plastic Surgery, LLC
Walter and Doris Wolf
John R. Wood Island Real Estate, Inc.
Woodward, Pires & Lombardo, PA
Rodlyn Flinn Woodward
Laurence S. and Polly F. Wright
Ginny Yates CSA
Barbara Hawker Yeomans
Patricia Young
Vicki Zellner
Mary Williams-Zielonka
Dean and Sheryl Zorn
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Honor & Memorial Gifts
In Honor
Ted and Bertha Hartry
Benjamin G Miller:
In honor of Benjamin’s birthday
Jerry and Sharon Miller
Steve and Faith Wassersug
Zach Dobbins:
Rozzi Osterman
Carolyn Rogers
Mrs. Bonnie B. Prator and Mr. &
Mrs. Jay Prator:
Ralph and Martha Mixon
Edward and Virginia C. Pinckard
Linda E. Estep:
Sara Elizabeth Fillmann
Robert Fay and family:
Gary H. and B.J. Nelson
Dr. Larry Hobbs:
In honor of Larry’s birthday
Dudley and Linda Billings
Suzanne B. Robinson:
Bill and Caroline Bloomhall
Dr. Stuart and Juli Bobman
Dr. M. Erick and Nancy Burton
Jamie B. Gates
Carolyn Gora
William and Andi Horowitz
Dr. Brian and Kristin Hummel
Dr. Brian and Sara Krivisky
In honor of their wedding
anniversary
Dr. David Robinson
Carolyn Rogers:
James R. Nathan
Robert Raymond
Steven G. Mills
John and Ellen Sheppard:
Marty Frehling
G I V I N G M AT T E R S
In Memoriam:
Bradley Rothenberg
In Memory of Paul Flynn:
James R. and Karen Nathan
Carol D. Ruby
Lucila Wing
In Memory of Paige Prator Collins:
Ralph and Martha Mixon
Tim and Claire Miles
In Memory of Herbert Conant:
Gary and Andrea Aubuchon
Kathleen M. Bernardo
Rusty Brown and Bill Tanner
Dawn-Marie Driscoll and Norman
Marcus
Kathleen Keller
Vincent A. Kolpacke
David and Muriel Nachman
David and Sarah Owen
Robert R. and Catherine Randlett
Phyllis Rieser
Norman and Mary Love
Lucila Wing
Corlyn A. Marsan
Gary O. White:
James Abernathy II
Joan G. Siegel
Diana Willis:
In honor of Diana’s birthday
Dawn-Marie Driscoll and Norman
Marcus
Patricia Young
David and Sarah Owen
Dr. Marvin and Lesley Porter
Bill and Carolyn Rogers
Helen Rogers
Dr. James and Betty Rubenstein
Dr. Abraham and Tammy Sadighi
Dr. Thomas and Kheri Schaar
Charlotte Ann Wilke
Vicki Zellner
Kellie Burns
Michele Eddy
Peter and Amy Gravina
Gail Markham
George B. McEwen III
Bill and Carolyn Rogers
The Turner Corporation
John W. and Ellen Sheppard
In Memory of Kay B. MacDougall:
Barbara Beck Donovan
In Memory of Barbara B. Mann:
Robert and Donna Kaye
In memory of David Leavitt
Dawn-Marie Driscoll and Norman
Marcus
In Memory of Dan E. McAllister:
The Honorable G. Keith and Robbi
Cary
Betty Prather Hyde
Gen. James and Sharlene Dozier
In Memory of Sylvia MeisenbergZeizel:
Steven E. and Laura Pegalis
Andy Spitzer and Linda J. Pegalis
In Memory of Rachel Byrd:
Ralph and Martha Mixon
In Memory of Ann Dodson:
John W. and Ellen Sheppard
Tejhan and Stephen Prendiville
David Collins
Robert Kleckner:
Lucila Wing
Todd and Wendy Tooley
Brandon Dorney
Anne and Will Wittenborn
Timothy Harter
Brett Kernick
Susan Malach and family
Panther Baseball
Zach Rhodes
John W. and Ellen Sheppard
Robert and Dorothy L. Coughlin
John W. and Ellen Sheppard
Brad A. Phelps and Ryan P. Frost
Louise M. Hazner
In Memory of Nora C. Krieger:
Rusty Brown
In Memory of Jimm Mills-Price:
Roberta Mills-Price
Robert and Peggy Kleckner:
Marty Frehling
In honor of A. Scott White
Dawn-Marie Driscoll and Norman
Marcus
MLS Title
In Memory of Richard M.
Diamond:
Bill and Carolyn Rogers
In Memory of Jim Ilias:
Todd Adams
Norman Marcus:
Neal and Georgina Keefe-Feldman
Paul Rothenberg
Bill and Carolyn Rogers
2014 Love of Bonita
Recipient:
John Warfield
FutureMakers donors
John & Aliese Price Foundation
Smith Family Foundation
Wells Fargo
Women’s Legacy Fund
Annual Appeal 2014
Leadership ($1,000 and
above)
Philip J. and Susan Beavers
Ronald G.Wallace and Naomi L. Bloom
John and Lynn Cantisano
Teen Challenge
Edward S. and Suzanne B.
Christenbury
James R. and Karen Nathan
Frontier Adjusters
Donald A. and Virginia S. Peters
Robert Pease
Suzanne Galloway
Kevin S. and Cindy Pierce
Hugh H. and Mary C. Richardson
Ruth Gapp
Gary A. Price and Trish Leonard
Diehl and Josephine Sluss
Mark and Sandy Greenberg
Jack L. and Shirley Rasmussen
W. James and Eileen Smith
Leigh Frizzell Hayes
Phyllis Rieser
J. Tom and Ann Smoot Jr.
Jeff and Marcia Hobe
John W. and Carolyn Rogers
Theodore L. Tripp Jr.
Winnifred Hoffmann
Christine A. Ross
William N. Horowitz PA
Tony and Eloise Sarlo
James T. and Nancy L. Humphrey
Lowell S. and Michelle Schoenfeld
Alison c. Hussey
Robert T. and Barbara H. Shafer, Jr.
Sidney and Diane L. Jensen
Bipin D. and Ketki B. Shah
Robert J. Kaye
Martin J. and Betteann L. Sherman
D. Hugh and Elizabeth Kinsey
Jon A. and Joyce Simmons
The Kleist Family Foundation, Inc.
Katherine Simpson
Christie K. Knudsen
Richard Starace
Michael and Susan Kyle
James Anderson and Bernadine
Stuefer-Anderson
Jeff Cull and Ella Nayor
Founder’s Society ($250+)
Mary Q. Eller
John R. Agnew
William E. Gee
Richard H. and Peg F. Hulit
Cory C. and Susy Mertz
Robert S. Moe
Florence T. Morris
Reese Family Charitable Foundation
Partner ($500 - $999)
Virginia S. Barnard
Peter and Connie Burkert
John and Maggie Foskett
Kim P. and Jody Hart
Johnson Family Foundation
Charlie and Caroline LeGette
Audrea Anderson
Martin and Moni Arnowitz
Susan Bennett
BJM Consulting, Inc.
Mary Jane Briney
George Brown
Frank and Jeanne Byers
Michael and Verena SchneiderChristians
Jonathan D. and Holly Leland
Howard and Marilyn Leland
Frank Mann
Thomas C. and Suzanne B. Clapp
George T. and Jena L. Mann
Alan S. and Selma Cooper
Richard A. and Doris P. Mascott
Thomas R. and Pam Cronin
James W. and Marjorie C. McFadden
Ruth L. Derrick
Kathleen McGrath
Daniel J. and Debbie Endrizal
David and Donna Michie
John B. and Gloria A. Fassett
Ronald E. Penn and Robert J. Garcia
William A. and Liz Thorndike
Ken and Mary Jo Walker
Wellington and Barbara T. Ward Jr.
Monique A. Ward
Ross and Stephanie Webb
Donald C. and Sylvia M. Williamson
Margie Black-Willis
John R. Wood Island Real Estate, Inc.
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Women’s Legacy Fund Contributors 2014
G I V I N G M AT T E R S
Marie M. Ackord
Michele Eddy
Nicole L. Laquis
Jayne Schwarz
Susan Acuna
Margo B. Fischer
Holly Leland
Christina Harris Schwinn
Betsy Alderman
Aline Flynn
Marilyn Leland
Samantha Scott
Audrea Anderson
Dr. Amy Fox
Pat Limegrover
Louise Senneff
Samira K. Beckwith
Jennifer Galloway
Linda Linnehan
Ellen W. Sheppard
Patricia Bell
Jamie B. Gates
Cynthia Lopez
Betteann L. Sherman
Susan Bennett
Cheryl Gentry
Melinda L. Lucas
Kathy Shimp
Karen L. Benson
Amy Gravina
Gail Markham
Lynn Barrett Shunk
Betty Bireley
Katherine C. Green
M. Jacqueline McCurdy
Katherine Simpson
Caroline C. Bloomhall
Lalai S. Hamric
Cammie McKenzie
Dorit Solomon
Holly A. Boldrin
Patti R. Hardin
Rhea B. Mike
Irene C. Stevenson
Diane Breen
Virginia Hassett
SharonMiller
Madelon Stewart
Rusty Brown
Elaine Hawkins
Tara Molloy
Tammy Surratt Marino
Cynthia K. Burgess
Helen Heffington
Melvin Morgan
Janice Surratt
Melissa Cofta
Marcia Hobe
Cathleen Morgan
Pamela Templeton
Carolyn E. Conant
Winnifred Hoffmann
Pamela Nulman
Gay R. Thompson
Ruth Condit
Sherri Hynden
Bonnie L. Olson
Linda M. Treise
Ellen (Honey) Costa
Linda Idelson
Nina Paight
Monique Ward
Lucy Costa
Melinda C. Isley
Christina S. Parker
Mary Williams-Zielonka
Lisa Cronin
Constance Jones
Dale Reiss
Diana Willis
Cheryl DePree
Elizabeth Kinsey
Mary C. Richardson
Lori Wilson
Jane deLisser
Kathryn A. Kleist-Derheimer
Phyllis Rieser
Ginny Yates
Dawn-Marie Driscoll
Arlene Knox
Robbie B. Roepstorff
Barbara Hawker Yeomans
Carla Duncan
Cheryl Komnick
Carolyn Rogers
2014 Prima Donors
Margaret Antonier
Carolyn Conant
Kathy Kleist
Pamela Templeton
Dr. Aurora Badia
Jane deLisser
Gail Markham
Gay Thompson
Samira Seivers Beckwith
Dawn-Marie Driscoll
Nancy Near
Barbara Hawker Yeomans
Betty Bireley
Amy Gravina
Sarah Owen
Bold indicates new
Patricia Bell
Elaine Hawkins
Diana Willis
Rusty Brown
Li-Su Javedan
Christina Harris Schwinn
2014 Women’s Legacy Fund Angels and Angelmakers
Carolyn Conant by Herbert Conant*
Bonnie Olson by Pam Nulman
Nicki Davis –Memorialized by
Melinda Isley in honor of Stephanie
Davis
Jean Bain Hawker by Barbara
Yeomans
John Leonard Hawker by Barbara
Yeomans
Bonnie Olson by Pamela Cox Nulman
*deceased
*Our Funds as of June 30, 2014
Suzanne Robinson by David
Robinson
2014 New Funds
Barbara Hawker Yeomans Fund
Beckwith Kanaan Seivers Fund
Bobby Holloway Foundation
Clif & Tina Parker Fund
Community Health Association of
Lehigh Acres Fund
Estero Community Fund
Former Graduate of Everglades City
Scholarship Fund
G. Napier and Ellen T. Wilson
Scholarship Fund
Hynden Family Charitable Fund
Jean & Bayard Bidwell Fund
Jim Ilias Athletic Memorial
Scholarship Fund
Lee County One Hundred Club, Inc.
Owen Family Fund
Lester and Dorothy Jones Charitable
Designated Fund
Robert J. & Anne Evans Burns
Memorial Fund
Lester and Dorothy Jones Charitable
Field of Interest Fund
Rogers Family Fund
Liberty Youth Ranch Endowment Fund
Steven B. and Julie K. Smith Family
Fund
Scott Fischer Enterprises Fund
John and Gretchen Coyle Little Beach
Fund
Living Hope Counseling Fund
Kay MacDougall and Sons Memorial
Fund
Norman Marcus Scholarship Fund
The Robert Rauschenberg Foundation
Fund
Mary Ann Elder Scholarship Fund
Community Unrestricted Funds
Community Responsiveness.
Your Fund. Unrestricted community
funds are flexible and responsive to
emerging and changing community
needs. Because you do not limit the
fund to a single cause or purpose, the
Community Foundation can be more
responsive to the immediate needs of
the community.
Bonita Springs Community Fund
Dorothy S. & Ellis A. Galleher Fund
Robert L. Tysar Fund
Bernice C. Chipley Fund
The Family of J.R. Griffin, Sr. Fund
Elias & Dorothy Van Krugel Fund
Marguerite M. Covington Fund
Walter A. & Johanne Bertha Hagens
Fund
David & Patricia Halley Fund
A.W.D. & Frances A. Harris Fund
Joan & Thomas Krick Fund
Cregar Family Bonita Springs
Community Fund
Fund for Southwest Florida:
Houkom Family Fund
Daniel J. & Jane H. Berktold Fund
Ione E. Peters Fund
Anonymous Fund #7
Margaret T. & Raymond L. Bray Fund
Anonymous Fund #8
Joan Du Bane Caldwell Fund
Alan J. Robertson Board of Trustees
Fund
Jean & Bayard Bidwell Fund
Vern & Meryl Eriksson Fund
John S. & Jane C. Bleakly Fund
Ivan T. Fleming Fund
Stephen John Schupert Memorial Fund
Adelyn C. Thornton Fund
Herbert E. Hussey Memorial Fund
Walter B. & Dorothy LaChicotte Fund
Christine Magaha McAllister Fund
Rebecca C. Smoot Fund
William R. Spear Fund
William C. Tepfer Charitable Fund
Dorothy V. Zobrist Fund
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Designated
G I V I N G M AT T E R S
Your favorite organization.
Your Fund. Designated Funds are
established to support specific
nonprofit organizations selected by
the donor.
Community Health Association of
Lehigh Acres Fund
The LaDonna & Hal Abelson
Fund for Community Cooperative
Ministries
The Jean & Joseph Christen Fund
for Animals for Animal Refuge
Center of North Fort Myers;
Humane Society of Lee County;
Octagon Wildlife Sanctuary in
Charlotte County
Daniel J. & Jane Berktold Habitat
for Humanity Fund for Habitat
for Humanity of Lee & Hendry
Counties, Inc.
Jane H. Berktold Parkinson Fund
for National Parkinson Foundation
Wilfred & Edith Berman Fund 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 Myers
John S. & Jane C. Bleakly Fund
for Juvenile Diabetes Research
Foundation, Florida, Suncoast
Chapter
Briggs Arts Fund for Lee County
Alliance of the Arts Children’s Art
Program
Briggs Music Appreciation Fund
for The Young Artists Program at
the Southwest Florida Symphony
Orchestra; The Fort Myers Community
Concerts Association Inc.
Cornelius Huijer Caloosa Humane
Society Fund for Caloosa Humane
Society
Arthur & Ruth Clark Wake up
America Fund for Wake up
America of Southwest Florida
Dr. Frank & Julie A. Colunga Fund
for Charlotte Country Day School;
Marine Military Academy
Isabella Curtis Fund for Animals for
Animal Rescue Center of La Belle
Dr. Phyllis J. Douglass Fund for
Clinic for the Rehabilitation of
Wildlife (CROW)
Cora Mae Williams Gable Fund for
First Presbyterian Church of Fort
Myers
Alice W. and Ernest G. Hesse
Charitable Fund for Communities
Reaching Out, Inc.; the Shell Point
Retirement Community hospice
program
Marguerite & Guy Howard Fund
for St. Luke’s Episcopal Church,
Fort Myers; Florida Gulf Coast
University; The Shell Museum
and Educational Foundation, Inc.,
Sanibel; The Salvation Army, Fort
Myers
Maryan Hurtt Memorial Fund for
the clinic for the rehabilitation of
wildlife
Knipe Family Memorial Music
Fund for Music Foundation of
Southwest Florida
The Legacy Society at Shell Point
Retirement Community Fund
for the Shell Point Retirement
Community
Living Hope Counseling Fund
Mary & Jack McNairy Fund for
United Way of Lee County for
Bonita Springs
James D. & Eleanor F. Newton
Uncommon Friends Fund for
Uncommon Friends Foundation,
Inc.
North Fort Myers Lions Civic
Association Fund for Lions
Eye Institute for Transplant and
Research Foundation; Lighthouse of
SWFL, Inc.
Bardo & Jennie Nicolosi Take
Stock in Children Fund for The
Foundation for Lee County Public
Schools
Jillian Prescott Memorial History
Award Fund for Florida Historical
Society
Jillian Prescott Memorial Music
Fund for Southwest Florida
Symphony Society
John E. Presser Charitable
Remainder Unitrust Fund for
Shriners Hospital for Children
Charles J. & Mary Puzzo Family
Endowment Fund for Hope
Hospice of Lee County; Leukemia
Society of America; Crohn’s &
Colitis Foundation
John H. & Robert S. Sanderson
Fund for Southwest Florida Boy
Scout Council, Inc.
St. Columbkille Catholic Church
Fund for St. Columbkille Catholic
Church
Carl “Bud” Vietor Memorial
Brightest Horizons Fund
for Brightest Horizons Child
Development Center
J. Harold & H. Virginia Wand
Memorial Fund for Covenant
Presbyterian Church.
Betty Suter Whistler Endowment
Fund for Brightest Horizons Child
Development Center
Louise Zmuda Charitable Fund for
Florida Lions Clonkin Center for
the Blind
Field of Interest
Your interest. Your Fund. Field of
interest Funds allow you to support
the causes you care about such as
education, the environment, animal
welfare, the arts or human services.
If you have a cause, we can create a
fund that will make a real impact.
Fund for the Arts in Southwest
Florida to promote the arts in
Southwest Florida
Dorothy M. Beall Good Samaritan
Fund helps needy persons who
have suffered some loss, or have
need of Christian charity.
Beryl Berry Fund assists abused
women or children, or charitable
agencies that assist them.
Joseph & Carmela Caputo
Charitable Fund provides
assistance to organizations and
programs that help needy, poor,
or disadvantaged children in
Southwest Florida.
Charles & Roberta Church Fund
benefits needy and disabled citizens
of Lee County.
Arthur A. & Ruth W. Clark Fund
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 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 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 provides for the
care, treatment, and general welfare
of domestic and wild animals in
Charlotte and Lee Counties.
Joyce Lee Eudy Charitable Fund
benefits children and families in
Southwest Florida affected by
autism and other developmental
disorders, and to research the cure
and treatment for these diseases.
Robert J. and Anne Evans Burns
Memorial Fund Assists homeless
or indigent veterans and veterans
with mental health problems.
Fossils Fund assists with the
healthcare and medical needs of
residents of Sanibel and Captiva.
Carl C. Graham Memorial Fund
supports literacy for children
and arts education for children,
including drama, music, painting,
and dance.
Beatrice C. Heesch Fund provides
medical assistance to the elderly
(over 65) in Fort Myers.
Sadako Judd Fund for the Arts
benefits the arts in Southwest
Florida.
Lee County One Hundred Club,
Inc. is to provide assistance in an
emergency hardship situation for
immediate expenses and pressing
financial obligations of families of
police officers (including sheriff
deputies) or firefighters within Lee
County who lose their lives in the
line of duty
Howard L. and Marilyn T. Leland
Christian Charity Fund benefits
Christian organizations and
charities which further the work
and ministry of Jesus Christ.
Annie Lohr Memorial Fund
supports the needy and neglected,
especially foster children and
battered women.
James Harper Marshall Good
Samaritan Fund supports a Bonita
Springs resident or worker in an
emergency situation on a one-time
basis.
Margarete Matheisen Fund
assists the poor and/or homeless
individuals of Lee County.
Patricia B. Murray Charitable
Fund for the Humane Treatment
of Animals provides assistance for
the care, preservation and humane
treatment of animals in Lee County.
Bardo & Jennie Nicolosi Children’s
Fund supports children’s charities
and programs in Lee County.
Nonprofit Training and
Development 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.
Dale & Virginia Rice Memorial
Fund assists the elderly; care and
perpetuation of domestic and wild
animals; and a “Good Samaritan”
fund for one-time assistance for
emergency and critical needs.
Dr. Earl F. & Ann A. Riggs
Memorial Fund a “Good
Samaritan” fund helps families with
catastrophic or immediate needs,
and gives assistance to the elderly
in Lee County.
Leonard Santini Fund 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.
Lester and Dorothy Jones
Charitable Field of Interest Fund
St. Joseph Foundation Health &
Human Services Fund benefits
qualified charitable organizations in
Charlotte County.
St. Joseph Foundation Health &
Human Services Fund 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
benefits underprivileged people in
Lee County.
Richard & Katherine Simpson Fund
provides for orthodontic procedures
for children of families who are
responsible citizens of this country.
Fred S. & Geraldine Willard ‘Good
Samaritan’ Fund sssists families in
Southwest Florida who are in dire
or immediate need.
Women’s Legacy Fund 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.
William Wood Alzheimer Fund
support for Southwest Florida
agencies involved in the research
or treatment of Alzheimer’s
disease or the care and counseling
of Alzheimer’s patients and care
givers.
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Donor Advised Funds
G I V I N G M AT T E R S
The Peter D. & Eleanore A. Kleist
Foundation Fund
Ryan Family Fund
Drs. Ira & Udaya Dash Fund
The Norman Marcus & Dawn-Marie
Driscoll Family Fund
Dr. Harvey & Nora Krieger Fund
Walter B. & Dorothy LaChicotte Fund
Shellenbarger Community Fund
Richard & Patricia Driscoll Fund
Lee County Emergency Workers Fund
John & Ellen Sheppard Family
Children’s Fund
Christopher S. Earle Memorial Fund
Edouard & Mary Quigley Eller Fund
Lee Trust for Historic Preservation
Fund
Steven B. and Julie K. Smith Family
Fund
Empowerment Alliance of Southwest
Florida Fund
Madden Family Fund
Alderman Family Fund
James Harper Marshall Fund
Spanish Wells Golf & Country Club
Fund
All the Children of Christ Fund
Erwin Family Fund
Bob & Pam Martin Foundation
Anonymous Fund #4
FAR-MAR Fund
Christine Magaha McAllister Fund
Anonymous Fund #5
The Fletcher Fund for Organ
Transplantation
The Mediterra Foundation Fund
Galloway Family of Dealerships
Charitable Fund
The Mavis & T. Wayne Miller Fund
We consider this your
philanthropic checkbook.
Your Decisions. Your Fund. Donor
Advised Funds offer flexibility in your
charitable giving. You can advise the
Foundation on how you would like
the funds to be distributed or you
can work with our team to identify
opportunities for your giving to make
an impact on the community.
Anonymous Fund #9
Arts & Attractions of Lee County Fund
Aubuchon Family Fund
The Bailey Family Charitable Fund
Barbara’s Friends Fund
Charles & Ann Dodson Charitable Fund
Chip & Nanette Graddy Family
Charitable Fund
Lee & Stuart Meyers Fund
Robert V. and Benjamin G. Miller Fund
Jordan Moguil Memorial Fund
Greater Bonita Springs Children’s
Fund
Namm Family Fund
Beckwith Kanaan Seivers Funds
Susan Bennett Fund
Velma Strattan Green Family Fund
Murray & Charlotte Newton Fund
The Bireley Family Foundation Arts
Fund
Sheila & Robert Hague Fund
Casper Family Charitable Foundation
Fund
Roan Heffington Family Fund
The Charlotte Harbor Fund
Cherrill & Richard Cregar Fund
John and Gretchen Coyle Little Beach
Fund
Harmon-Meek Gallery Fund
Hilliard Family Foundation Fund
Hynden Family Fund
Jacard Fund
Jubilee Fund
Sidney & Berne Davis Fund
Barbara Harris Kite Fund
Ding Darling Wildlife Society Fund
Kiwanis Club of Fort Myers MetroMcGregor, Inc.
Near Family Fund
Owen Family Fund
Clif & Tina Parker Fund
Pitbladdo Fund
Sarah G. & Frank A. Prather Fund
Paige Prator-Collins Endowment Fund
Scott Fischer Enterprises Fund
Jeremiah & Barbara Sullivan
Foundation
Dewey & Brenda Tate Fund
Jeanne Marie Franziska Telep Fund
Sanibel Trails in Motion Fund
Stephen & Marie Tranovich Fund
Gary V. & Gay G. Trippe Fund for
Disabled Veterans
The Robert Rauschenberg Foundation
Fund
The Twin Eagles Fund
Unto the Least of These Christian
Fund
Verandah Fund
Warfield Family Fund
Betty J. Waters Fund
Premier Properties Fund
Weecho Inspiration for Students with
Disabilities Fund
Jack & Shirley Rasmussen Fund
Whitesman Family Fund
Patricia Rentz Memorial Fund
Patricia & Joseph Wolf Fund
Rogers Family Fund
Barbara Hawker Yeomans Fund
First Presbyterian Church Memorial
Endowment Fund
Kay MacDougall and Sons Memorial
Fund
Friends of Barefoot Beach Preserve
Fund
Lester and Dorothy Jones Charitable
Designated Fund
Greater Fort Myers Chamber of
Commerce Education Fund
Our Mothers Home Building &
Maintenance Fund
Joan Du Bane Caldwell Fund for
Center for Spiritual Living Cape
Coral; The Salvation Army in Lee
County
Sanibel Community Church - Mina
Tamblyn Fund
Designated Principal Funds
Your favorite organization. Your
Fund. Designated Principal Funds
are established to support specific
nonprofit organizations selected by
the donor. A Designated Principal
Fund can be established to expend
not only the fund’s earnings but also
principal to the chosen nonprofit
organization.
Bonita Springs Community Prayer
Breakfast Fund
Jan Eustis Children’s Services Fund
Estero Community Fund
First Presbyterian Church AlspachMusic Scholarship Endowment
Fund
First Presbyterian Church Florence
Young Endowment Fund
First Presbyterian Church Jim Johnston
Endowment Fund
▲ Mary Eller, John Sheppard and Aline Flynn at Legacy Reception.
United Way of Lee County Designated
Principal Fund
mila bridger photography
▲ Scholarship Donor George Napier (Nip) Wilson with Scholarship Recipient Ashley White.
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G I V I N G M AT T E R S
Agency Endowment Funds
Nonprofit organizations can
establish an agency endowment
as a simple and efficient way to
build an endowment and help
create sustainability for the
organization. The agency takes
advantage of the Southwest Florida
Community Foundation’s financial
management and administrative
resources, including advice on
increasing endowments through
planned giving. These endowments
provide an ongoing source of income
for operations and programs.
Community Congregational United
Church of Christ of Bonita Springs
Community Cooperative Ministries,
Inc.
Intervarsity Christian Fellowship
Jacobi Endowment Fund for Lee
County “Pulling Together”
Junior Achievement of Southwest
Florida, Inc.
Covenant Presbyterian Church
Endowment Fund
Dr. Harvey & Nora Krieger Fund for
Animal Refuge Center
Salus Care Inc. Fund
Cypress Lake Presbyterian Church
Learning Village Preschool
Jocelyn Diehl Literacy for Literacy
Volunteers of America,
Lee County Alliance of the Arts
Scholarship Fund
Sanibel Community Church Youth
Fund
Lee County
Lee County Medical Society Alliance
and Foundation
The Alvin A. Dubin Alzheimer’s
Resource Center
Art League of Bonita Springs
Earth Shine Institute Agency
Endowment Fund
Lee County YMCA
ECHO
Lehigh Community Service
Endowment Fund
Bobby Holloway Foundation Fund
Bonita Springs Assistance Office
Edison-Ford Winter Estates
Foundation
Bonita Springs Elementary School
Evangelical Christian School
Brightest Horizons Child Development
Center Noel Fund
Fellowship of Christian Athletes
Calusa Nature Center and Planetarium
First Congregational Community
Church
Candlelighters of SW Florida
Endowment Fund
The Foundation for Lee County Public
Schools
Canterbury School
Fort Myers Christian School, Inc.
Endowment Fund
Captiva Chapel By the Sea Endowment
Fund
Center for Abuse and Rape
Emergencies of Charlotte County
Fund
Cape Coral Caring Center, Inc. Fund
Charlotte Country Day School
Charlotte County Homeless Coalition
Child Evangelism Fellowship of Lee
County
Children’s Advocacy Center of SW
Florida, Inc.
Children’s Hospital
Christian Financial Counseling
Clinic for Rehabilitation of Wildlife
(CROW)
Ronald McDonald House of Southwest
Florida
Cornerstone Ministries
Adonis Autism Assistance Foundation,
Inc.
BAT YAM Temple of the Islands
Church of the Resurrection
Endowment Fund
Fort Myers Community Concert
Association
Fort Myers Rescue Mission
Gabriel House, Inc.
Girl Scouts of Gulf Coast Florida, Inc.
Good Wheels Endowment Fund
Goodwill Industries of Southwest
Florida, Inc.
Greater Fort Myers Chamber of
Commerce
Guadalupe Center of Immokalee
Gulf Coast Humane Society Fund
Harry Chapin Food Bank of Southwest
Florida
Hope Hospice
“Reaching Out” Endowment Fund
Lee Healthcare Resources
Liberty Youth Ranch Endowment Fund
Life Choice Pregnancy Center
Lifeline Family Center
Lighthouse of SWFL, Inc. Endowment
Literacy Council Gulf Coast, Inc.,
Bonita Springs
Alice Lockmiller Fund for Special
Equestrians
Meals on Wheels of Bonita Springs
Rhea B. Mike Endowment for Child
Care of Southwest Florida
Mt. Hermon Christian School
The Music Foundation of Southwest
Florida
Royal Palm Baptist Association
The Salvation Army of Lee County
Sanibel Community Association Fund
Sanibel School Fund
Senior Friendship Centers
Sonshine Christian Academy
Steiner Endowment Fund for the
Jewish Federation
Steiner Endowment Fund for Temple
Judea
Southwest Florida Addiction Services
Mark Sweet Memorial Fund for Lee
Memorial Hospital Library
Southwest Florida Community
Foundation Administrative
Endowment Fund
Southwest Florida Children’s Home in
Memory of Katherine M. Flynn
Southwest Florida Christian Academy
to Honor Rev. Jim & Jean Holbrook
Southwest Florida Museum of History
Foundation Fund
The Southwest Florida Symphony
Orchestra & Chorus Association
Nations Association Fund
Teen Challenge of Florida
New Horizons of Southwest Florida
Agency Endowment Fund
Thomas Edison Regional Science &
Inventors Fair
Octagon Sequence of Eight, Inc.
United Christian Giving, A ChristCentered Fund
Dr. Piper Center for Social Services
Planned Parenthood Association of
Southwest Florida, Inc.
Providence Christian School
The United Way of Lee County
Verity Pregnancy & Medical Resource
Center
Renaissance School Fund
Wake Up America
Legacy Society
Albert and Enid Abdo
Carolyn Conant
Kevin and Andrea Erwin
Hon. Archie Hayward, Jr.
Hal and La Donna Abelson
David Cooper
Ronald and Leslie Ezerski
Scott and Helen Heffington
Marie Ackord
Mary Cosciani
John and Gloria Fassett
H. Richard Hendler
Todd Adams
Miller and Toni Couse
Scott and Mary Fischer
Dennis Hendrickson
Col. Rene Affourtit
Jake & Gretchen Coyle
Dean and Alice Fjelstul
James Heth
Dee and Len Ahlfeld
Richard and Cherrill Cregar
Aline Flynn
H. Frank Hicks, Jr.
Carl Alderman
Bob and Peg Cullen
Craig Folk
Joe and Barbara Hilliard
Betsy Alderman
Stan and Julie Culver
Bill and Lorraine Frey
Dr. Larry Hobbs
Audrea Anderson
Carol Daniels and Dick Jacker
Bill and Charlotte Friede
Eric and Sherri Hynden
Donna Baker
John and Jean Dannemiller
Chris and Barbara Gair
David Jennings and Liz Sotz
Carl Barraco, Jr.
Dr. Ira Dash
Sam and Kathy Galloway, Jr.
John Johannessen
James and Gail Baumgarten
Bernese Davis
Jamie Gates
Robert Johannsen
Samira Beckwith
Donald and Nancy Davis
Richard and Faye Gates
Stanley and Carol Jones
Susan Bennett
Kenneth * and Ruth Davis
Patricia Graddy
Sadako Judd
Betty Bireley
Jane de Lisser
William and Nanette Graddy
Robert and Donna Kaye
Jack and Shelley Blais
Patricia Delisio
Marilyn Graham
David and Elizabeth Keen
Sunshine Bobo
Paul and Mary Douglass
William and Diane Green
Donna Keen
Ann Bradley
Dawn-Marie Driscoll and Norman
Marcus
Steve and Mandy Greenstein
Chris and Lisa Kelley
Richard and Patricia Driscoll
Frances Harris Gresham
Barbara Harris Kite
Elsie Grieger
Eleanore Kleist
Earl Groves
Wilbert Knipe
Craig Guild
Russell and Gwendolyn Kraay
Robert and Sheila Hague
Tom and Joan Krick
Duane and Marilyn Halverson
Arthur Kurtze
David and Andrea Harley
Jeff Ledward
Dr. Elizabeth Harmon
Howard and Marilyn Leland
Kisa Harris
Diane Lepola
Frank and Betty Haskell
David and Linda Lucas
Deborah Braendle
Robert and Fern Brereton
Daisy Brosseau
Dorothy C. Brown
Rusty Brown
Bill Burdette
Claudia Burns
Marilyn Capaldo
David and Marjorie Casper
Frank and Julie Colunga
Janet Dunn
Louis and Pat Dunning
Richard and Erna Durnwald
Gregory Earle
Dr. Julia East
Arthur and Barbara Edwards
Lois Edwards
Tibor Rudolph Elder
Mary Quigley Eller
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G I V I N G M AT T E R S
▲ Madeleine Taeni, Scott White and Betty Bireley at Legacy Society
Reception.
mila bridger photography
▲ Roseline Young and Frank Verpoorten at the Art Quilters Unlimited and Alliance for the Arts Reception.
▲ Community leaders at Water Roundtable.
Gail Markham
Erik and Lana Petersen
Bill and Carolyn Rogers
Gay Rebel Thompson
Thomas Marshall
Tessie Pfenning
Rita Rose
Ruth Tobe
Robert and Pam Martin
Patricia Anne Pierkowski
Grant and Jerry Rosensteel
Robert Tomlinson
William and Barbara Maruchi
Richard and Vicki Pitbladdo
Julia Rush
Stephen and Marie Tranovich
Shirley Matthai
Louis and Barbara Pizzini
Edward and Catherine Ryan
Linda Treise
Marie-Michelle McCarthy
David and Sandy Pohl
David and Bea Sanford
Gary and Gay Trippe
Jacke McCurdy
Dorothy Lillian Kiesel Poll
Helen Sarlo
Jeff and Bonnie Troy
Arden McCurdy
John Pollock
Robert R. Saunders
Nina Van Zyle
Sylvia Meisenberg-Zeizel*
Larry Pomposini
Karen Schlag
Mary Verde
Carl Meyer*
Steve Pontius
Dave and Kathie Shellenbarger
Don and Frances Waldron
Stuart and Lee Meyers
John Potts
John and Ellen Sheppard
Myra Hale Walters
T. Wayne and Mavis Miller
Allen and Cecilia Prather
Robert Shrader
John Warfield
Ronald and Janice Miller
Bonnie Prator
Katherine Simpson
Betty Waters
Gerald and Sharon Miller
Richard Prescott
Diehl and Josephine Sluss
Dr. Ben & Beverly Whitaker
Henry and Julia Moguil
Richard H. Pritchett
Steven and Julie Smith
Scott White
Frederick and Melvin Morgan
Pamela Putnam
Ben and Carol Smoot
Guy Whitesman
Paul Morton
Mary Puzzo
Tom Smoot, Jr.
Rusty Whitley
Rosemond Murphy
Margaret Raizik
Gene Solomon
G. Napier Wilson
Elizabeth Namm
Jack and Shirley Rasmussen
Jim and Patty Sprankle
James and Natalie Wismar
Nancy Near
Thomas Rentz
Dorothy Stocker
Joseph and Patricia Wolf
Murray and Charlotte Newton
Kathryn Richardson
Bernadine Stuefer Anderson
Rodlyn Flinn Woodward
Sarah and David Owen
Darren and Stacy Robertshaw
Jeremiah and Barbara Sullivan
Mike and Laura Woodward
George and Virginia Parker
Mary Robertson
Tammy Surratt Marino
Joan Wright
Cliff and Christina Parker
Kathy Lynne Roberts-Pritchett
Clara Szathmary
Barbara Hawker Yeomans
Sandra Parker
Dr. David and Suzanne Robinson
Madeleine Taeni
Stan Zell
Michael Peceri
Alexander Robinson, Jr.
Lois Taylor
William Zink, Jr.
Ann Perch
Geoffrey and Robbie Roepstorff
Jeanne Telep
*deceased