Harvard Club of Naples Schools & Education Fund 
 

   2016-2017 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 March 31, 2017, the Fund

   totaled $529,275. Growth of the Fund is primarily dependent on contributions from Club members, as well as investment returns. 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 four years, the Fund:

   1. Contributed $36,000 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 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 which featured a panel of local undergraduates from the College, as well as on occasion a representative from the

      Harvard College Admissions Office;

   4. Supported 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

      $24,000 for five executives of local non-profit organizations to attend week-long leadership programs at the Harvard Business School

      during the past three summers and this coming summer in Cambridge. The three scholarship recipients for 2014, 2015 and 2016, 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. There are two recipients of scholarships for the 2017 Summer Program in Cambridge -  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 and which provides educational services for individuals and families;

   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 in 2015 were Darren Burkett (East Naples), Yolanda Flores (Lorenzo Walker)

      and Clara Calderon (Immokalee) and in  2016 were Jon Bremseth (Palmetto Ridge), Joseph Mikulski (Gulf Coast) and Ryan Nemeth

      (Lely). The Fellowship recipients for 2017 are 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 past three years 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.