Connecting People Who Care with Causes that Matter

Charlotte Community Foundation, Inc. (CCF) is an independent, tax-exempt public charity as described in sections 501(c)(3) and 509(a)(1) of the Internal Revenue Code, created by and for the people of Charlotte County, FL.

We enable people with philanthropic interests to support the issues they care about through endowed and other funds. We provide financial support to nonprofits which address a wide variety of current and long term needs in our community. Our mission is to connect people who care with causes that matter.

The Charlotte Community Foundation is the only Foundation focused EXCLUSIVELY on the needs of Charlotte County with .98 cents of every $1.00 going toward community support.

Since 1995, Charlotte Community Foundation has awarded more than $6 million in fund disbursements, grants and scholarships.

Charlotte Community Foundation

2016 Annual Report Greetings!

Since joining the team in October 2016, so much has happened through the Charlotte Community Foundation. We have spent a significant amount of time in front of community and special interest groups, social service organizations, nonprofits, chambers, etc.

I was not surprised to hear that many Charlotte County residents have no idea what goes on “at that big yellow building on the corner of Tamiami and West Olympia Ave.” Now, as the CEO of that “big yellow building” I can tell you that there is MUCH going on at the Charlotte Community Foundation.

In 2016:

$827,786 in funding was provided to more than 50 nonprofits, through disbursements, grants & scholarships.

$90,000 in Higher Education Scholarships were provided to 25 individuals seeking personal improvement and achievement through a college education.

$50,000 in grants was provided to 9 nonprofits through our annual competitive grant program.

60 nonprofits utilized the Virginia B. Andes Training & Education Center for more than 400 sessions AT NO COST to the nonprofit.

$105,042 was raised through a New CHARLOTTE CARES Campaign

$100,000 was donated anonymously as an unrestricted gift intended to provide a “Hand Up” to Charlotte County residents in need.

2016 proved to be a great year but there is so much more work to be done. We look forward to sharing much exciting information in 2017 as we continue to meet, listen and respond to the needs and interests of our residents, donors and nonprofits. By working together, with one focus in mind – a better tomorrow for all - there is so much more that we can accomplish.

Warmest Regards, Tami Sender CEO

2016 Community Distributions

Total Amount $827,786

The following nonprofits received financial support through the Charlotte Community Foundation.

Funding is made available through Donor Advised Funds, endowed and non-endowed funds, estate

gifts, memorials and other very generous giving instruments.

AMIKids Crossroads

Animal Welfare League

Bay Area Seniors Associate Appreciation Fund

Bernice A. Russell Community Center

Boys & Girls Club of Charlotte County

Canine Castaways

Center for Abuse & Rape Emergencies (CARE)

Champs Café

Charlotte County Habitat for Humanity

Charlotte County Homeless Coalition

Charlotte County Public Schools

Charlotte County Sheriff’s Office

Charlotte Local Education Foundation

Charlotte Symphony Orchestra

Charlotte Technical College Clarkson University

Doctors Without Borders

Englewood Community Care Clinic

Friends of the Punta Gorda Library

Harry Chapin Food Bank

Hearing Impaired Persons of

Charlotte County

Juvenile Diabetes Foundation

KQED

Military Heritage Museum

Mills Peninsula Hospital

Noel Ministries Food Pantry

Pan Florida Challenge, Inc.

Peace River Botanical & Sculpture Gardens

Peace River K9 Search & Rescue

Peace River Wildlife Center

Peninsula Symphony

Peninsula Volunteers, Inc.

Punta Gorda Historical Society

Punta Gorda History Center Punta Gorda Lions Foundation

Punta Gorda Rotary Charity & Education

Foundation

Punta Gorda Police Department K-9 Unit

Samaritan House

Second Harvest Food Bank of Santa Clara

& San Mateo

St. Lawrence University

St. Vincent dePaul Sacred Heart

Stanford Cancer Institute/Cancer Discovery Fund

Suncoast Humane Society

The Arcadia All-Florida Championship Rodeo

Tidewell Hospice

United Way of Charlotte County

Virginia B. Andes Volunteer Community Clinic

Visual Arts Center

WGCU Public Media

Yah Yah Girls, Inc.

Punta Gorda

Lion’s Club

pre-

screening

preschoolers

for

potential

hearing loss

Punta Gorda Historic Mural Society restored First City Council Mural

Peace River K9 Search and Rescue check presentation for GPS tracking devices

Donor Advised Funds

Henry & Gloria Ames

Robin L. and Joy F. Bayne Family

City of Punta Gorda Golf

Championship

E. David & Cathleen Johnson

Memorial

Eric Hall Memorial

Craig & Janet Esterly

Jamie & Michael Goetz

Hasan Hammami Family

Henry & Barbara Haug

J. Jeffrey & Emily Hawley

John & Nancy Prafke

John & Rachel Youmans

Leadership Charlotte

Mary & Emily Byrski

Robert & Catherine Peterson

Smuggler’s Enterprises, Inc.

Thomas & Carolyn M. Freeland

Pauline Adelle Kelly June

Presley-Beane Family

Designated Funds

Anonymous

Hugo & Wallie Spatz Fund

Hurricane Matthew

Lillian J. Adams Animal Welfare Fund

Paka Fund

Southwest Florida Vietnam

Memorial Wall

Virginia B. Andes Volunteer Community

Clinic Capital Fund

Virginia B. Andes Community Grant

Endowment

Virginia B. Andes Volunteer Community

Clinic Endowment

Agency Funds

Charlotte County Homeless Coalition

Charlotte Harbor Environmental

Center

Harry Chapin Food Bank

Vietnam Wall of Southwest Florida

Care and Maintenance

Punta Gorda Isles Civic Association

Scholarship Funds

David Gerdel Memorial Scholarship

Dennis Munholand Memorial

Health Professions Scholarship

Leo Wotitzky Scholarship

Mosaic Scholarship

Nora Penton Beatty Memorial

Nursing Scholarship

Virginia B. Andes Healthcare Scholarship

Endowment

CCF Funds

Special thanks to our very generous and philanthropic donors who have chosen to establish

a special fund. Our Donors generosity support the hope they nurture for today and for

future generations.

Christel Gerdel

David Gerdel

Memorial Scholarship

Bob &

Cate

Peterson

$100,000 and above

Estate of Virginia B. Andes

Anonymous

$25,000 to $99,999

Henry Ames

Anonymous

Community Foundation of

Central Illinois

The Lowe II Foundation, Inc.

The Pittsburgh Foundation

Rachel Youmans

$10,000 to $24,999

Mary Byrski

Chuck Hopper

Walter Levasseur

Punta Gorda Golf Championship

Punta Gorda Isle Civic Association

Smuggler’s Enterprises

$5000 to $9,999

Anonymous

Anonymous

Lawrence Clark

James & Barbara Kee

Leadership Charlotte Class 2016

Robert & Catherine Peterson

Punta Gorda Rotary Charity &

Education Foundation

Robin Vazquez

Waste Management

$1,000 to $4,999

Anonymous

Joanne Amendola-Phenix

Lew Bennett, Landsberg Bennet

Private Wealth Management

Keith & Christa Callaghan

Mary Chalifour

Community Eye Center, P.A.

Anthony D’Anna

Farr Law Firm

Roberta Fidler

Harbor Home Builders

Jill C. McCrory

Betty McLean

Ron Olsen, Strang, Olsen & Lynch

Paul Parnell

John Peterman

Punta Gorda Chamber of

Commerce

Darin Sender

Lee A. Sender, III

Tami Sender

Deborah Snedeker

Bruce Smith

Veterans of La Casa

Jane Washburn

Douglas Young, Clearview Financial

$ 100 to $999

Karen Bishop

Thomas & Helen Cavanaugh

Darol Carr

Leon Demere

Carolyn & Thomas Freeland

James R. & Catherine Getz

David P. Grafton

Louis & Vera Hanisko

Lee Krendl

Ron Larrivee

Paul Lioon

Mack Law Firm Chartered

Maura & Richard Matzko

Douglas & Leitha Morey

Barbara J. Morrison

Maria A. Naliwaika

Charles & Marcia O’Donnell

Patriot Riders’ of America

Ron Prickitt

Paul Reeves

Colyer Robison

Pat Robinson

Barbara T. & John Scott

June B. Stark

Kathy & Bob Strayton

Snyder Drafting Service, Inc.

Lissa Walls

Sankey E. Webb

Cheyenne R. Young

2016 Donors Gifts Received

$6,482,962*

Each one of us has the potential to impact a person, a cause or a

community.

We thank our 2016 Donors for their compassionate hearts and

generous spirit in giving to make a difference.

*You can be the one to make a difference - ccf@charlottecf.org

Funds developed:

Virginia B. Andes Training & Education Center

Capital Fund

Virginia B. Andes Volunteer Community Clinic

Capital Fund

Virginia B. Andes Volunteer Community Clinic

Endowment Fund

Virginia B. Andes Community Grants Endowment

Fund

Virginia B. Andes Healthcare Scholarship

Endowment Fund

*We are very grateful for the generous donation

from the Estate of Virginia B. Andes which,

through the Foundation will provide continued

support to our community and local nonprofits.

David Gerdel Memorial Scholarship

Benjamin Sloan Port Charlotte High School

Health Professions Scholarship

John Studenwalt Florida Southwestern State College

Kheyanne Williams Florida Southwestern State College

Tiffani Sweet Florida Southwestern State College

Brooke Bennett Florida Southwestern State College

Dominique Watson Florida Southwestern State College

Rebecca Emdin Florida Southwestern State College

Samuel Alexander Florida Southwestern State College

Robert Combs Florida Southwestern State College

Heather Jackson Florida Southwestern State College

Victoria Burbage Florida Southwestern State College

Phelisah Mars Florida Southwestern State College

Ryan Jamieson Florida Southwestern State College

Mosaic Scholarship

Austin Wise Charlotte High School

Kaitlyn Dailey Lemon Bay High School

Matthew Winter Charlotte High School

Scott Huss Charlotte High School

Victoria Hamrick Lemon Bay High School

Nursing Scholarships

Cristina Calderon Lemon Bay High School

Kristen MaGaw Florida Southwestern Collegiate High School

Gianna Rivellini Lemon Bay High School

Nora Penton Beatty Scholarship

Jenna VanHatten Charlotte Virtual School

Leo Wotitzky Scholarship

Hanna Haxton Port Charlotte High School

James Laurin Charlotte High School

Rebecca Thompson Lemon Bay High School

TYPES OF FUNDS

Community Fund

Your donation will allow the Charlotte

Community Foundation to respond to

the community’s most important and

ever-changing needs. This unrestricted

fund allows Charlotte Community

Foundation the flexibility to determine

where your gift will have the greatest

impact both today and in the future.

Donor Advised Fund

Giving is made easy through a Donor

Advised Fund. This fund allows you to

recommend nonprofit(s) which could

receive your funds.

Field of Interest Fund

If you hold a particular cause close to

your heart, such as healthcare, the

arts, education, youth, animals or

other fields you can establish a field of

interest fund, assuring your gift will be

used to address current or emerging

issues within areas you are passionate

about.

Designated Fund

A designated fund allows you to focus

your donation to specific nonprofits.

Assuring that the nonprofits you specify

will have a permanent revenue stream

to support their mission(s).

Agency Fund

Through an agency fund, nonprofit

charitable organizations can protect

their assets and take advantage of a

diversified investment portfolio. While

currently earning a 4% annual

distribution.

Scholarship Fund

By forming a scholarship fund, you will

be providing individuals with the

means they need to achieve higher

learning.

2016 Scholarship Recipients With thanks to our generous donors who have

established higher education scholarships we would like

to introduce our leaders of tomorrow.

Charlotte Community Foundation

227 Sullivan Street • Punta Gorda, FL 33950

(941) 637-0077 • www.charlottecf.org

Tami Sender, Chief Executive Officer • tsender@charlottecf.org

Unrestricted Funds $ 500,144 4%

Restricted Funds $ 7,778,071 73%

Property & Fixtures $ 2,296,157 21%

Miscellaneous $ 4,834 0%

Total Assets $10,579,206 100%

2016 Financials Board of Directors

Mary Byrski, Esq. Byrski Estate & Elder Law

Chairman

Douglas L. Young Clear View Financial Services,

Vice Chair

Jill McCrory McCrory Law Firm

Treasurer

Jimmy Dean Harbor Style Magazine

Secretary

Ron Olsen Strang, Olsen & Lynch, CPAs

Lew Bennett Landsburg Bennett Private

Wealth Management

Jane Washburn Retired Financial Advisor

Laura Amendola Amendola Financial

Robin Vazquez Estate and Guardian Management Services

Staff

Tami Sender Chief Executive Officer

Ashley Maher Director Marketing & Development

Jan Stephens Office Administrator

Merry Bise Administrative Assistant

500,144

7,778,071

2,296,157

4,834

Unrestricted Funds

Restricted Funds

Property & Fixtures

Miscellaneous

*For every $1.00 donated .98 cents goes to community support. With

only .02 cents of every dollar going to admin & inv. mgmt. fees.

(December 31, 2017)

2015 Audit and 2015 IRS 990 are available at www.charlottecf.org

*