Grey Oaks Philanthropy Annual Report 2022

PHILANTHROPY ANNUAL REPORT 2022

Philanthropy Advisory Committee

CLAY JONES Chair

JOHN CRISAN

FLO LIPITZ

BARBARA REDA

WES SCOTT

ERIN BUCHNER Club Liaison

MIRA HALE CRIGLER Club Liaison

KENT PETERSON

HANNAH KOSATER TYNION Club Liaison

Letter from the Committee Chair

We

Dear Grey Oaks Members,

”

re on a Mission to do Good at Grey Oaks

The Philanthropy Funds first evolved from an effort by Grey Oaks Members to help the Club’s staff recover from Hurricane Irma which caused severe damage to Naples and the surrounding areas in September 2017. The response from Members to that disaster set a tone for philanthropy that has been carried forward to today. Over the past five years, numerous employees have been helped through your generosity to recover from life’s issues or advance their education. This report will highlight the good work done this past fiscal year.

Exactly five years later, an even more devastating storm, Hurricane Ian, raked a path of destruction in Naples and across the state of Florida, particularly its Gulf Coast. Hurricane Ian was the second-deadliest storm to strike the continental U.S. this century, behind Hurricane Katrina in 2005. Due to the tremendous storm surge and flooding, some staff members suffered complete loss of their homes and vehicles. Within a short few days, the Club and its Board of Directors took action. A member appeal was announced and the response was overwhelming! In addition to monetary donations, tables and tables of non-perishable items were donated by the membership to staff members in need. The generosity of spirit and willingness to give were true testaments to the character of the Grey Oaks membership. A complete accounting of the final donation amounts and distribution of funds will be presented in an addendum to this Annual Report within the coming months.

On behalf of the Philanthropy Committee, I thank you for your generosity, your quick response, and your open heart. Together, we’re on a mission to do good at Grey Oaks!

Warmest Regards,

Clay Jones, PHILANTHROPY COMMITTEE CHAIR

Philanthropy Funds

The Grey Oaks Philanthropy Funds consist of a Scholarship Fund and a Caring Fund, one dedicated to support the educational and personal development endeavors of Grey Oaks team members and their dependents, and the other to provide shortterm emergency support to team members or eligible dependents who have experienced certain unforeseen and unpreventable circumstances and, as a result, cannot afford basic living needs.

In 2017, the Grey Oaks Board established a Philanthropy Advisory Committee, a Standing Advisory Committee of members, to advise and assist the Club’s Management in managing both Funds.

Since the Funds’ inception, the Club has partnered with the Collier Community Foundation (CCF) to administer the Philanthropy Funds. CCF is a public charity, enabling contributions to the Funds to qualify as charitable, and acknowledging contributions made. CCF manages the application process, facilitates the review and approval of scholarship grants and Caring Fund distributions, and administers the programs per the Club’s criteria and IRS guidelines. CCF is paid an asset management fee based on the value of the Funds being managed.

Each of the Funds is managed by CCF which is a 501(C)3 non-profit organization. The Funds are supported by the generosity of Grey Oaks members. Periodically, members are encouraged to make tax deductible contributions to these Funds.

Origin of the Philanthropy Funds

The Philanthropy Funds evolved from an effort by Grey Oaks members to help the Club’s team members recover from Hurricane Irma in 2017. The Club sponsored a hurricane hardship member appeal. The appeal raised $477,179 from 488 members. For that one appeal, the Club was granted a temporary IRS exemption that allowed those gifts to be considered tax deductible contributions. The Club distributed $231,150 to 84 Team Members suffering from Irma.

With the remaining funds, the IRS granted the Club a grace period to shift the remaining dollars to a qualified 501(C)3, and funds were established at the Collier Community Foundation (CCF). At that time, the Club created the Philanthropy Advisory Committee to oversee this existing balance. Like many other charitable organizations in Collier County, the Committee reached an agreement with the CCF to pool our charitable qualified donations in the CCF investment funds and then have CCF distribute grants from those funds as the Committee so advised and in accordance with governmental regulations. At its origin, the Committee established a Caring Fund with $75,000 and a Scholarship Fund with $166,054.

SCHOLARSHIP GRANTS

This Fund provides financial assistance to team members or their dependents by awarding scholarships to those students attending accredited institutions and programs, including certification courses, English language courses, technical colleges/schools, university, colleges and undergraduate, graduate and doctorate programs. The grants can be used for tuition, fees, books and supplies as well as room and board. The CCF makes the payments to the respective institutions once they receive documentation from the institution for the eligible expenses.

Scholarships Awarded by Academic Year

This Fund provides financial assistance to team members or their dependents by awarding scholarships to those students attending accredited institutions and programs, including certification courses, English language courses, technical colleges/ schools, university, colleges and undergraduate, graduate and doctorate programs. The grants can be used for tuition, fees, books and supplies as well as room and board. The CFCC makes the payments to the respective institutions once they receive documentation from the institution for the eligible expenses.

Expressions of Gratitude

2018 $90,000

The Philanthropy Advisory Committee establishes the criteria for scholarship grants as well as the maximum amount of the scholarship each year. Each recipient receives the same amount each year. The criteria established by the Committee and utilized by CFCC considers achievement criteria and financial need equally:

2019 $42,000

2020 $100,000

1. Achievement criteria considers performance and potential. Evaluation includes grades/GPA, applicant’s personal statement, recommendation letters, extracurricular activities, application content and career goals.

2021 $90,000

2. Financial need is weighted and skewed by most in need. Family financial position is used to evaluate need.

The Philanthropy Advisory Committee established the criteria for scholarship grants as well as the maximum amount of the scholarship. Each recipient receives the same amount each year. The criteria established by the Committee and utilized by CFCC considers achievement criteria and financial need equally:

2022 $48,000

3. The evaluation and selection of scholarship recipients is done by a selection committee consisting of three representatives of CFCC and two members of Grey Oaks.

Total $370,000

4. The Grey Oaks’ Management Team promotes the scholarship program and provides guidance and assistance with the application process. Applications each year begin November 1st and must be received by February 14th. Eligible team members and dependents can apply each year.

1. Achievement criteria considers performance and potential. Evaluation includes grades/GPA, applicant’s personal statement, recommendation letters, extracurricular activities, application content and career goals.

5. This year, the Philanthropy Committee awarded nine scholarships, two to team members and seven to team member dependents. Each scholarship provided a maximum of $10,000 grant for a calendar year.

2. Financial need is taken into consideration during the evaluation process. Family financial position is used to evaluate need.

3. The evaluation and selection of scholarship recipients is done by a selection committee consisting of three representatives of CCF and two members of Grey Oaks.

4. The Grey Oaks Management Team promotes the scholarship program and CCF provides guidance and assistance with the application process. Applications are accepted annually, typically November through February. Eligible team members and dependents can apply each year.

5. This year, nine scholarships were awarded to two team members and seven dependents of team members. Each scholarship provided a maximum of a $10,000 grant for an academic year.

$370,000

Total amount in scholarships awarded since 2018.

$461,000 Total amount in scholarship grants donated since 2018.

Scholarships are based on:

50% Achievement Criteria

50% Financial Need

50% Financial Need

2022-2023 Scholarship Recipents

Akeelia Blackford

Daughter of Burchell Blackford

F&B Team Member

Florida Southwestern State College

Sophomore Study - Nursing

“My plans for the school year are to continue my studies in the health program at FSW. I will also join the student engagement team where my ability can flourish into a great attribute for this world.”

Brianna Blackford Daughter of Oral Blackford F&B Team Member

Florida Gulf Coast University Junior Study - Marketing

“As a recent transfer student to FGCU, I plan to become involved with the Programming Board, similar to the Campus Activities Board that I led at Florida Southwestern State College, which hosts on-campus events. I think this ties well with my future marketing career as it involves planning, organizing and executing projects.”

Rosemary Giovannelli Member Services Team Representative

Florida Southwestern State College Freshman Study -

Business Management & Finance

“I moved to the United States looking for diversity and opportunities. Grey Oaks and this scholarship has opened many doors for me. I am so excited to start this new journey and hope to one day be able to help other students achieve their goals as you are helping me.”

Madison Johns

Daughter of Les Johns Director of Wellness

Florida Southern College

Sophomore Study - Biochemistry

“I am currently involved in Campus Outreach and recently joined the sorority of Alpha Delta Pi. I plan on becoming a leader in the future.”

Gabrielle McIntosh

Daughter of Howard McIntosh F&B Team Member

Florida Southwestern State College Senior Study - Health Information Technology

“Currently, I occupy a leadership role as a student/peer mentor at my college. Upon graduation, I plan on becoming a coding compliance specialist or medical coder.”

Tenniesia Lewis

Daughter of Lewis F&B Team Member

Miami Dade College Junior Study - Nursing

“I plan to continue my affiliation with the National Society of Leadership, an organization that helps students achieve personal growth and empowers them to impact their communities.”

Expressions of Gratitude

Akeelia Blackford

Florida Southwestern University

“It’s indeed a privilege and honor to have been selected as a Grey Oaks scholarship recipient once more. Receiving the scholarship is one of main/primary motivators which allows me to strive and aim for the best no matter how challenging school can be at times. This scholarship firmly pushes me to the highest standard in life and will continue to be a reminder that there are great supporters out there who believe in me. I am forever grateful for this award.”

Brianna Blackford

Florida Gulf Coast University

“I would like to express my sincerest gratitude to the Philanthropy Committee and Grey Oaks membership who have given to us so selflessly. This action shows me that you all have seen a need in your community and are willing to lend a helping hand. Thank you so much for this opportunity; for giving me the chance to further my education and putting me one step closer to my dream. I am beyond grateful!”

Rosemary Giovanelli

Florida Southwestern State College

“There are no words to express my sincere gratitude for the Grey Oaks scholarship and the donors’ support. I was thrilled to learn of my selection for this honor.”

Madison Johns Florida Southern College

“I am so grateful for all that Grey Oaks has done for me. This scholarship has been immensely helpful in relieving the stress of having to fund my college tuition. Thanks to this scholarship, I am able to commit my time to my studies and being involved in school. I am also able to better my education and follow the career path of my choice.”

Tenniesia Lewis Florida Southwestern University

“I want to express my deepest appreciation for this opportunity I have received. The scholarship has assisted me tremendously by placing me on a path to becoming a registered nurse, where I will make a lifelong commitment to help patients who are in need of medical care. I am very honored to be a recipient of this scholarship. The gratitude I have for the Philanthropy Committee and the Grey Oaks membership is trememdous. I am truly thankful.”

Gabrielle McIntosh Florida Southwestern University

“My sincere gratitude goes to the donors of the Grey Oaks scholarship fund, and those who support this endeavor. Thanks to the scholarship and your generous contribution, I am able to soon realize my academic and career dreams. Your generosity and willing spirit is very much appreciated and will always be remembered.”

PHILANTHROPY FUNDS

Caring Fund

This Fund provides short-term, emergency financial support to team members or eligible dependents who have experienced certain unforeseen and unpreventable circumstances such as a natural disaster, life-threatening illness or injury, a death incident, or other certain catastrophic or extreme circumstances – and, as a result, cannot afford housing, necessary utilities, or other basic living needs. Since its inception in 2018, the Caring Fund has assisted 272 team members and their dependents and granted over $260,000.

The Grey Oaks Management Team promotes the availability of the Caring Fund to team members. CCF provides guidance and assistance with the application process in multiple languages.

Applications for financial assistance are reviewed by the Collier Community Foundation (CCF) to maintain the privacy for applicants and financial assistance is then provided.

Member Support

The Philanthropy Funds are exclusively supported by member contributions. During the year, the Philanthropy Committee will conduct member appeals for both or either the Scholarship Fund or the Caring Fund. The initial Irma appeal resulted in 488 member gifts totaling $477,179. The COVID-19 appeal resulted in 352 gifts totaling $212,811. The campaigns for Scholarship Funds have always received wide member support. History has shown a generous member response.

Caring Fund Campaign

$41,515 Raised

69

Donating Members

$100$2,500 range in donations

98 Member Donations

Scholarship Fund Campaign

$100$20,000 range in donations

175

Donating Members

$154,937 Raised

259 Member Donations

Caring Fund

Scholarship Fund

PHILANTHROPY FUNDS DONATING MEMBERS

Fiscal Year 2022: July 1, 2021 - June 30, 2022

Anonymous

Allen, Mrs. Charlene A.

Anderson, Mr. Jeffrey R.

Arends, Mr. Kent and Mrs. Brenda

Bassett, Mr. Brian and Mrs. Colleen

Bayer, Mr. Ronald A. and Mrs. Carol C.

Beranek, Ms. Gabriella S.

Bernd, Mr. David L. and Mrs. Helen M.

Bertrand, Mr. Gary and Mrs. Marsha

Blemaster, Mr. Gary F. and Mrs. Jane

Bloomhall, Mr. John C. and Mrs. Cynthia A.

Blum, Mr. David and Mrs. Janet R.

Bobrow, Mr. Richard

Boland, Mr. Brian

Bonomo, Ms. Margaret S.

Boron, Mr. Gregory F. and Mrs. Suzanne M.

Botte, Mr. Michael D. and Mrs. Eileen M.

Bowers, Mr. D. Stuart

Bowers, Mr. Stuart and Ms. Mary Perry

Brandon Family Foundation

Brown, Mr. James E. and Mrs. Pamela B.

Brunner, Mr. David and Mrs. Bonnie

Buchner, Ms. Erin and Mr. Tom Forret

Burke, Mr. Bob

Caputo, Mr. A. Richard and Mrs. Laurel R., Jr.

Celani, Mr. Daniel J. and Mrs. Ann E.

Chabraja, Mr. Nicholas D. and Mrs. Eleanor B.

Chancellor, Mr. Kent A. and Mrs. Diana L.

Cherry, Mrs. Beverly and Mr. Art

Clay & Debbie Jones Family Foundation

Clayson, Ms. Pamela F.

Cleaver, Mr. James P.

Colon, Mr. Martin F.

Crevi, Mr. Alexander I. and Mrs. Gina V.

Crisan, Mr. John

Crossman, Mr. Howard and Mrs. Sheila, Jr.

Dalton, Mrs. Susan L.

Danis, Mr. Stephen and Mrs. Mary

Davis, Mr. Mark A. and Mrs. Nancy J.

Dayton, Mr. David C. and Mrs. Janiel L.

DeWitt, Mr. Thomas J.

DiCerbo, Mr. Louis P.

Diermeier, Mr. Jeffrey J. and Mrs. Julia M.

Dietz, Mr. Garrett L.

Dollenberg, Mr. P. Douglas and Mrs. Kathleen B.

Duke, Mr. Michael T. and Mrs. M. Susan

Duncan, Mr. Thomas W. and Mrs. Mariana E., Sr.

Dunn, Mr. Morris D. and Mrs. Jill L.

Emery, Mr. Donald P.

Falso, Mr. Adolph V. and Mrs. Barbara E.

Felix, Dr. James E. and Mrs. Judith E.

Fernandes, Mr. Richard and Mrs. Lori

Fishman, Mr. Ken and Mrs. Kris

Fox, Mr. Robert A.

Fraga, Mr. Christopher A.

Fraga, Ms. Krista

Fredrickson, Dr. Bruce and Mrs. Karen K.

Freeman, Mrs. Sharon Jeanne

Gates, Mr. Herbert S., III

Gearhart, Mr. Jeffrey J. and Mrs. Lisa G.

George and Cindy Rusu Family Foundation

Giblin, Ms. Patricia A.

Gilmore, Mr. Merle and Mrs. Lisa

Giovannelli, Ms. Rosemary

Gleason, Mr. Thomas D.

Goldfarb, Mr. Arthur and Mrs. Joyce

Goldin, Mr. Ralph and Mrs. Tina

Goldschmid, Ms. Mary

Gordon, Mr. Burt

Gorsky, Mr. Alex and Mrs. Patricia F.

Gray, Mr. Patrick M. and Mrs. Patricia M.

Gruner, Mr. Ronald and Mrs. Nancy

Guinn, Mr. Max A. and Mrs. Jacki M.

Gunther, Ms. Mary M.

Hayes, Mr. John and Mrs. Kathleen

Hearn, Mr. Tim and Mrs. Susan

Heiken, Ms. Maisie L.

Herbst, Mr. Jim and Mrs. Sharon

Hicks, Dr. George L. and Mrs. Susan M., Jr.

Hoel, Ms. Dorothy J.

Holmes, Ms. Ann J.

Howell, Dr. Robert A. and Mrs. Elizabeth C.

Ivers, Ms. Karen

James, Mr. Michael A. and Mrs. Mary R.

Jarboe, Mr. David

Johnson, Mr. Brian D. and Mrs. Katherine H.

Johnson, Mr. David C. and Mrs. Linda

Joseph, Mr. Robert H. and Mrs. Marilyn A., Jr.

Juve, Mr. Richard C. and Mrs. Sharon A.

Kenney, Mr. William and Mrs. Diane M.

Kerr, Mr. Gerald R. and Mrs. Julia R.

Landgren, Mr. Roy

Lanz, Mr. Gerald and Mrs. Lisa

Leach, Mr. John R. and Mrs. Kathleen A.

Leipzig, Mr. Thomas and Mrs. Tricia T.

Lennon, Ms. Kay L.

Lenrow, Ms. Kristine C.

Leytze, Mr. Rudolph S. and Mrs. Mary Beth

PHILANTHROPY FUNDS DONATING MEMBERS

Fiscal Year 2022: July 1, 2021 - June 30, 2022

LG and LE Meyer Charitable Foundation, Inc.

Lilly, Mr. Peter B. and Mrs. Brenda E.

Link, Ms. Katherine R.

Long, Mr. David J. and Mrs. Judith T., Sr.

Lyngaas, Mr. John V. and Noel, Ms. Linda C.

Maffeo, Mr. Vincent A. and Mrs. Debra

Marino Family Foundation, Inc.

Marino, Mr. V. James and Mrs. M. Maureen

Martin, Ms. Janet W.

McCabe, Mr. Raymond J. and Mrs. Alice

Mcguire, Ms. Camille

McKay, Ms. Catherine G.

Mehlman, Mr. Arthur S. and Mrs. Judith A.

Mellen, Mr. Robert L.

Menefee, Mr. Edward L. and Mrs. Shirley S.

Messey, Mr. Robert J. and Mrs. Gloria M.

Miesel, Mr. Ralph E. and Mrs. Patricia A.

Millice, Ms. Patricia

Monks, Mr. Donald and Mrs. Dorothy

Morano, Mr. Kevin and Mrs. Ellen

Morfitt Family Charitable Fund

Mullaney, Mr. John and Mrs. Annette

Mullenger, Ms. Barbara

Mullican, Mr. R. Wayne and Mrs. Susan H.

Myra N. & Van Zandt Williams Jr. Donor Advised Fund

Nussenfeld, Mr. Harold

O’Neil, Mr. Paul R. and Mrs. Judy

Pelak, Mr. Daniel A. and Mrs. Linda H.

Peterson, Mr. Kent Allen

Pinto, Mr. Frank A. and Mrs. Bonnie J., Jr.

Pitts, Mr. James F. and Mrs. Frances K.

Portmann, Mr. Oliver

Prince, Mr. Gary J. and Burch, Ms. Anne C.

Rabinowitz, Mr. Jack and Mrs. Anne M.

Rakowich, Mr. Walter and Mrs. Susan

Rankin, Mr. Mark

Ratner, Ms. Ann

Rattner, Mr. Kenneth L. and Mrs. Rebecca R.

Reda, Mrs. Barbara J. and Dr. Salvatore W.

Reed, Mr. David C. and Mrs. Carol Y.

Reilly, Mr. Edward and Mrs. Susan

Rosenthal, Mr. Steven

Rosser, Mr. Harold

Roy H. Gilbert Estate

RSB Real Estate Holdings, LLC

Ryan, Mr. Matthew J. and Mrs. Molly

Sada, Mr. Richard and Mrs. Barbara

Salerno, Mr. Richard and Mrs. Suzy G.

Sauer, Mr. Brad T. and Mrs. Nancy E.

Schreier, Mr. Bradley J. and Mrs. Marjorie K.

Schwarz, Mr. Carl W. and Mrs. Daniele P.

Scott, Mr. Charles Wesley Moore

Scott, Ms. Cynthia

Seiberlich, Mr. John R. and Mrs. Lorraine M.

Sheppard, Mr. Jerry and Mrs. Jose

Shoaf, Mr. James F. and Mrs. Margery W

Siegel, Ms. Rebecca B.

Skelton, Ms. Joy

Smalla, Ms. Sabine

Smith, Mr. Scott A.

Snider, Mr. John K. and Mrs. Carole H.

Solazzo, Mr. Steve and Mrs. June

Springer Family

Stanhope, Mrs. Marilyn J. and Mr. John E.

Stanton, Ms. Tracy L.

Stavish, Mr. Mark E. and Mrs. Wendy M.

Stevens, Mr. David D. and Mrs. Deborah L.

Stikeleather, Mr. Allan and Mrs. Linda R.

Stout Family Foundation

Sukeforth, Mr. James

Sullivan, Mr. James G. and Mrs. Regina A.

Sulzmann, Mr. William J. and Mrs. Mary J., Jr.

Tappert, Mr. and Mrs. George

Techar, Mr. Frank J. and Mrs. Maria S.

Tepas, Mr. Tom and Mrs. Debra

The Guay Naples Trust

The Sharp Family Foundation

Thomalla, Mr. Kenneth and Mrs. Lisa

Thompson, Mr. Wesley M. and Mrs. Nikolee F.

Tiley, Mr. Benjamin F. and Mrs. Angela M.

Treveloni, Mr. Ronald and Mrs. Catherine D.

Tumbleson, Mr. Jerrod and Mrs. Catherine

Turner, Mr. John and Mrs. Kathleen H.

Vail, Mr. Alan P. and Mrs. Kathleen F.

Valdivia, Mr. Victor M

Van Otterloo, Mrs. Rose-Marie and Mr. Eyk

Vari, Dr. Connie and Dr. Andras

Verhelle, Mr. William and Mrs. Cyndee, Jr.

Walker, Mr. Don W. and Mrs. Mary C.

Wehrle, Mr. Stephen D.

Williams, Mr. David B. and Mrs. Mary C.

Yogel, Mr. Larry and Ms. Robin J. Engelson

Thank you from the Grey Oaks Team!