Harvard Club of Naples Schools & Education Fund 

   2017-2018 Schools & Education Fund Report

   William A. Humenuk, Chair

   The Schools and Education Fund Committee was established by the Board of Directors in 2013 to provide oversight for the management of the Club’s Schools and

   Education Fund and to provide recommendations to the Board for the uses of these funds. At December 31, 2017, the Fund totaled $553,060. Growth of the Fund is

   primarily dependent on contributions from Club members, as well as investment returns. The Fund has also benefited from contributions resulting from concerts

   performed by the Harvard Glee Club in 2014 and the Din & Tonics, one of Harvard’s premier acapella singing groups earlier this year. The Fund is managed

   by Moran Edwards Asset Management Group of Wells Fargo Advisors and Northern Trust Securities, Inc.

   The Committee is comprised of members of the Club’s Board of Directors and Presidents’ Council and has formed four sub-committees to carry out its

   responsibilities – Investment, Uses, Professional Education Programs Fellowship, and Non-Profit Leader Program Scholarship.

   During the past five years, the Fund:

  1. Contributed $45,000 toward the financial aid of undergraduates from Collier County;
  2. Supported the award of Harvard Prize Books to outstanding students in the junior class at a number of the local high schools;
  3. Funded receptions hosted by the Club’s Schools Committee for outstanding local high school students and their parents and college guidance counselors and teachers which featured a panel of local undergraduates from the College, as well as on occasion a representative from the Harvard College Admissions Office;
  4. Contributed almost $20,000 toward the Fellowship and Internship program sponsored by the Club for undergraduates working with local non-profit organizations during the summer and semester breaks;
  5. Through the Non-Profit Leader Program Scholarship, a new initiative begun in 2014, the Fund has provided scholarships totaling $34,000 for seven executives of local non-profit organizations to attend week-long summer leadership programs at the Harvard Business School in Cambridge. The scholarship recipients for 2014, 2015, 2016 and 2017, respectively, were Jaclynn Faffer, President and CEO of JFCS of Southwest Florida, a non-sectarian social services agency, Leslie Lascheid, CEO of the Neighborhood Health Clinic, which provides free medical services to qualified residents of Collier County, and Scott Burgess, CEO of the David Lawrence Center, which provides behavioral health services on an inpatient, outpatient and residential basis in Naples, Karysia Demarest, CEO of C’mon! Museum (the Golisano Children’s Museum of Naples) and Dr. Tim Ferguson, CEO of Grace Place for Children and Families, Inc., located in Golden Gate which provides educational services for individuals and families. There are two recipients of scholarships for the 2018 Summer Program in Cambridge – Eileen Connolly-Keesler, President and CEO of the Community Foundation of Collier County, which brings nonprofits and philanthropic individuals together for a common purpose – to serve and better our community, and Dawn Montecalvo, President of Guadalupe Center, which seeks to break the cycle of poverty through education for the children of Immokalee ;
  6. Through the Professional Education Programs Fellowship, also begun in 2014, the Fund has provided fellowships of $5,000 each to nine principals and administrators of Collier County schools to attend week-long programs at the Harvard Graduate School of Education in Cambridge during the summer. Fellowship recipients have been Darren Burkett (East Naples), Yolanda Flores (Lorenzo Walker), Clara Calderon (Immokalee), Jon Bremseth (Palmetto Ridge), Joseph Mikulski (Gulf Coast), Ryan Nemeth (Lely), Jeff Rexford (Lorenzo Walker), Dr. Leslie Ricciardelli (Executive Director, Secondary Programs for Collier County) and Dr. Tobin Walcott (Golden Gate); and
  7. Presented a program in January 2016, sponsored and hosted by Northern Trust, entitled “Harvard Gives Back”, which showcased how Schools and Education Funds have been used during the three years prior to 2016 and which featured a panel of undergraduates, as well as a scholarship and fellowship recipient under the initiatives described above.

   The Club’s Board believes that the prudent and effective management of the Schools and Education Fund and the development and support of effective uses of the Fund

   will promote the Club’s mission of advancing the mutual welfare of Harvard University and its alumni/ae consistent with the Club’s educational and charitable

   purposes, including the Club’s desire to support the University’s initiative of “Harvard Giving Back” to the local community. Moreover, through the support of

   these programs and initiatives, the Club believes it will be able to recruit more qualified applicants to the College while enhancing Harvard’s visibility and reputation

   within our community.