BNFCF Board Meeting 11-28-2016

BOARD OF DIRECTORS MEETING MONDAY, NOVEMBER 28, 2016

AGENDA

4:30 PM

Call Meeting to Order & Invocation

4:32 PM

Approval of November 14, 2016 Meeting Minutes

All

4:35 PM

Nichols Cup Golf Tournament

Travis W

- -

Nike Shop

Pairings Estimate

4:45 PM

Auction Update

Gerry W

5:00 PM

Financial Items

Dick B

- - - -

Current financials

Conflict of Interest: signatures needed

Audit

Endowment

5:15 PM

Earl Holland Memorial Scholarship Fund

Mike L

- -

“Take Stock” Program

Proposed Letter

5:30 PM

Fiddlesticks Neighborhood Celebration

Robb & Sarah

- - -

Price per person

Vodka station

Band

5:45 PM

Committee Reports

All

- Questions or Items to Visit at Next Meeting? o

Combine Leadership Giving & Sponsors?  Personal & Corporate Sponsorships o ACT/CAC/LYR/BIB visits?

5:57 PM

New Business Items for Next Meeting?

6:00 PM

Motion to Adjourn

MINUTES BOARD OF DIRECTORS MEETING NOVEMBER 14, 2016

Board of Directors Present: Dick Bean, Debbie Burnside, Nancy Clair, Mike Lancellot, Russ Ogan, Barbara Skillman, Robb Smith, Craig Nichols, Katherine Van Der Mey, Gerry Wolken, Harry Wilkinson. Absent was Andi Horowitz.

President Lancellot called the meeting to order. Invocation by Debbie Burnside.

The minutes for the October 31, 2016 minutes were submitted for approval. Upon motion made and duly seconded, the minutes as presented were unanimously approved.

The Consent Form for Conflict of Interest was circulated to Directors who were absent at last meeting.

FINANCIAL REPORT

Dick led a conversation about recent meeting of the Finance Committee with Pat Heath. Discussed were the possibility of commissioning an annual financial audit of the Foundation. It was decided that further research on this subject was necessary. Mr. Smith said he would seek the opinion of Attorney Bill Horowitz. Also discussed was the preparation and delivery of letters of gratitude and acknowledgement to our Sponsors. A form letter for this purpose was presented.. Tom Callans, finance committee member, agreed to assume this responsibility. Mr. Callans also agreed to assume the responsibility of receiving and accounting for all payments from all sources coming into the Foundation.

EVENT PROGRAM DISCUSSION

Barbara Skillman discussed the intention of her committee to utilize a new printing vendor.

HOLLAND SCHOLARSHIP

President Lancellot and Mr. Ogan discussed meeting with FSW College Chief Development Officer, Lou Traina. Several options were discussed regarding the optimum way for the Foundation to fund the proposed scholarship for a deserving child meeting the Foundations goals and criteria. The options included creating a scholarship endowment. This option carries certain guarantees by FSW that may prove advantageous to the Foundation. It was the Board’s consensus that more thought and research was necessary. Also discussed was the utilization of the Lee County School Board’s “Take Stock” program to assist in identifying deserving recipients of the Scholarship. There was also discussion about the source of funds for the Scholarship program. Memorials for Mr. Holland, Special Needs and the scheduled Burnside party were all discussed. In conjunction with funds, the Board discussed the most appropriate way to announce the Scholarship Fund to the Pipers.

SATURDAY EVENT

Sarah Martini-Ricci discussed the proposed Friday night preview of Auction items, and the availability of pre-registration. The Board expressed support for this process.

There was then a general discussion regarding attendance at the Saturday combined event. The discussion centered on who would be eligible to attend. The primary question was whether the event should be open to non-pipers. After further discussion, Mr. Smith moved the following Resolution, which was duly seconded and approved, with Ms. Van Der Mey abstaining:

RESOLVED, that the Saturday Night combined event shall be limited to Foundation Pipers, Sponsors, participants in the Tennis Event, and their respective guests. All Pipers and participants and respective guests shall pay the fee set by the Board.

TENT COSTS

Ms. Martini-Ricci stated that the agreed tent cost of $75,000 does not include the usual ancillary costs, including tables, chairs, glassware, place settings etc. Also she discussed the Audio situation with our usual vendor, Harmon’s. She expects these costs to exceed last year.

FUTURE SCHEDULE

The Group picture of the Board of Directors is scheduled for January 2, 2017.

The February 6, 2017 Board Meeting is scheduled for 9:00 a.m.

The Annual Meeting of the Foundation is scheduled for March 27, 2017.

2016 - 2017 BOARD OF DIRECTORS CALENDAR

HISTORY The Bobby Nichols Fiddlesticks Charity Foundation, founded in 2002, is a group of Fiddlesticks members, known as Pipers, who volunteer to organize and run an annual celebrity pro-am invitational golf tournament for the following purposes:

MISSION STATEMENT 1.

Generate funds to return to the community via charitable contributions. These contributions have been earmarked for abused and underprivileged children. 2. Recognize the contributions and accomplishments of Bobby Nichols, winner of 14 PGA Tour tournaments including the 1964 PGA Championship and 1974 Canadian Open. (Bobby has been a resident of Fiddlesticks since its inception.) Fourteen tournaments have raised over $8,000,000 for local children’s charities. Funds are raised through golf, and tennis events with tournament sponsorships, raffles, live and silent auctions.

AUGUST 2016 Order Save the Date cards, letterhead, folders, programs

JANUARY 2017 2

Board Meeting, Monday 4:30pm Board Photo to Precede Meeting 16 Board Meeting, Monday 4:30pm 30 Board Meeting, Monday 4:30pm

SEPTEMBER 2016 26 Send Save the Date cards

FEBRUARY 2017 6

OCTOBER 2016 12

Board Meeting, Monday 9am Tennis Tournament/Walkathon Practice Round/Evening Gala Tournament/Awards Dinner

Sponsor Letter/Piper Renewals Board Meeting, Tuesday 4pm Board Meeting, Monday 4:30pm

18 19 20

18 31 31

Sponsor Packets Mailed

MARCH 2017 13 Board Meeting, Monday 4:30pm 27 Board Meeting, Thursday 5pm Annual Pipers Meeting to Follow Board Meeting

NOVEMBER 2016 14

Board Meeting, Monday 4:30pm Board Meeting, Monday 4:30pm

28

DECEMBER 2016 12

Board Meeting, Monday 4:30pm

Team(1)

Pro:

Team:

Golf/Tennis:

Member

Jacque Wolken Kim Coakley Kristen Chupa Mary Ruth Geny

Team(2)

Pro:

Team:

Golf/Tennis:

Member

Gerry Wolken Keith Wolken Dennis Chopa Henry Geny

Team(3)

Pro:

Team:

Golf/Tennis:

Member

Daniel Mariani Richard Sousa Robert Cecchini Donald MacLaren

Team(4)

Pro:

Team:

Golf/Tennis:

Stan Gere

Member

Debra Wright Harold Wright Ed Dealy Craig Rohner

Team(5)

Pro:

Team:

Golf/Tennis:

Member

Mike McArthur Kelly McArthur Open Open

Team(6)

Pro:

Team:

Golf/Tennis:

Tent Sponsor

Jack Rogers

Ben Harned Christa HaRned Les Lincke

Team(7)

Pro:

Team:

Golf/Tennis:

Carl Walter

Tent Sponsor

Dr. Ziggy

Dr. Z to fill

Dr. Z to fill Dr. Z to fill

Team(8)

Pro:

Team:

Golf/Tennis:

Mike Mullin Warne Wilder Carl Berry This team will fill

Team(9)

Pro:

Team:

Golf/Tennis:

Paul Surniak

Members

Tom Ross

Mary Jean Ross Rob Ross Lisa Potvin Ross

Team(10)

Pro:

Team:

Golf/Tennis:

Richard Davis Gunther Reese

Bob Moss Gerry Bear

Team(11)

Pro:

Team:

Golf/Tennis:

Members

Kenneth Asher

? ? ?

Team(12)

Pro:

Team:

Golf/Tennis:

Sponsor

Prasco Prasco Prasco Prasco

Team(13)

Pro:

Team:

Golf/Tennis:

Sponsor

Pracso Prasco Prasco Prasco

Team(14)

Pro:

Team:

Golf/Tennis:

Sponsor

21st Century 21st Century 21st Century 21st Century

Team(15)

Pro:

Team:

Golf/Tennis:

Sponsor

21st Century

Open Open Open

Team(16)

Pro:

Team:

Golf/Tennis:

Sponsor

Oppenheimer and Company Oppenheimer and Company Oppenheimer and Company Oppenheimer and Company

Team(17)

Pro:

Team:

Golf/Tennis:

Sponsor

Oppenheimer and Company

Open Open Open

Team(18)

Pro:

Team:

Golf/Tennis:

Sponsor

Howard & Suzanne Moss Howard & Suzanne Moss Howard & Suzanne Moss Howard & Suzanne Moss

Team(19)

Pro:

Team:

Golf/Tennis:

Sponsor

Howard & Suzanne Moss Howard & Suzanne Moss Howard & Suzanne Moss Howard & Suzanne Moss

Team(20)

Pro:

Team:

Golf/Tennis:

Sponsor

Howard & Suzanne Moss Howard & Suzanne Moss Open Open

Team(21)

Pro:

Team:

Golf/Tennis:

Sponsor

Hightower Advisors Hightower Advisors Hightower Advisors Hightower Advisors

Team(22)

Pro:

Team:

Golf/Tennis:

Sponsor

Cameratta Companies Cameratta Companies Cameratta Companies Cameratta Companies

Team(23)

Pro:

Team:

Golf/Tennis:

Sponsor

Wells Fargo Insurance Wells Fargo Insurance Wells Fargo Insurance Wells Fargo Insurance

Team(24)

Pro:

Team:

Golf/Tennis:

Sponsor

Val Ward Val Ward Val Ward Val Ward

Team(25)

Pro:

Team:

Golf/Tennis:

Sponsor (+2)

Mr. Tim Turner Mr. Tim Turner Mr. Tim Turner Mr. Tim Turner

Team(26)

Pro:

Team:

Golf/Tennis:

Sponsor

Tomahawk

Open Open Open

Team(27)

Pro:

Team:

Golf/Tennis:

Sponsor

Diamond Limousine

open open open

Team(28)

Pro:

Team:

Golf/Tennis:

Sponsor

Case Pearlman

open open open open

Team(29)

Pro:

Team:

Golf/Tennis:

Sponsor

Bob Schultz

open open open

Team(30)

Pro:

Team:

Golf/Tennis:

Sponsor

Sunday Funday Group

open open open

Team(31)

Pro:

Team:

Golf/Tennis:

Sponsor

FineMark Bank FineMark Bank FineMark Bank FineMark Bank

Team(32)

Pro:

Team:

Golf/Tennis:

Sponsor

FineMark Bank

open open open

Team(33)

Pro:

Team:

Golf/Tennis:

Sponsor

David & Debbie Rathje

open open open

Team(34)

Pro:

Team:

Golf/Tennis:

Member

Ernie Horvath Elliot Katzman Steve Wagner Austin Lydon

Team(35)

Pro:

Team:

Golf/Tennis:

Member

Russ Smith

Tony Linnpaglin Mike Fitzgerald John Vecchrone

Team(36)

Pro:

Team:

Golf/Tennis:

Sponsor/Member

Grainger Grainger Grainger

Grainger

Team(37)

Pro:

Team:

Golf/Tennis:

Sponsor/Member

Grainger Grainger Grainger Grainger

Team(38)

Pro:

Team:

Golf/Tennis:

Sponsor

Robb Smith Robb Smith open open

Team(39)

Pro:

Team:

Golf/Tennis:

Sponsor

Tom Twehues

open open open

Team(40)

Pro:

Team:

Golf/Tennis:

Sponsor

Russ & Kathi Ogan

open open open

Team(41)

Pro:

Team:

Golf/Tennis:

Sponsor

Burnside Friend

open open open

Team(42)

Pro:

Team:

Golf/Tennis:

Will Palmer open open open

Team(43)

Pro:

Team:

Golf/Tennis:

Holland Girls Holland Girls Holland Girls Holland Girls

Team(44)

Pro:

Team:

Golf/Tennis:

Lancellot Lancellot Lancellot Lancellot

Team(45)

Pro:

Team:

Golf/Tennis:

Dick Bean Dick Bean Dick Bean Dick Bean

Team(46)

Pro:

Team:

Golf/Tennis:

Wilkinson Wilkinson Wilkinson Wilkinson

BOBBY NICHOLS - 2017

Min

2016 Live and BB items availability for 2017

Bid

Value Donor

Have, same item or similar Probably won't have Won't have Offered on consignment

2016 ITEMS LIVE Bracelet, 14 kt two tone rope containing 10 diamonds

$2,250 $4,200 Rogers, Jack & Sue Homestead Resort, W. Va,2 rooms, 3 nights with golf for a 4-sme on each of the two Cascade Golf Courses $3,500 Omni Glass Sculpture by Grant Miller #547 $5,000 $10,000 Earrings, Gold Clusters $3,100 $5,500 Rogers, Jack & Sue Ireland, North $8,000 McGrath, Kevin Bench, autographed Bat and Ball, frame with certificate of authenticity Priceless Bench Bermuda, Fairmont - 4 night Stay with airfare for 2 $3,200 $9,470 Winspire Bermuda, Fairmont - 4 night Stay with airfare for 2 Pistol, 345 M, Mark Loren Design, Pearl Handle, Jewel Encrusted $14,100 $23,500 Burns NASCAR Driver for a Day, 3 night stay with airfare for 2 $3,150 Priceless Winspire Schmock, Richard Flags from the Majors, Masters-Jordan Spieth, US Open-Jordan Speith, British Open-Zack Johnson, PGA-Jason Day $15,000 Priceless Nichols Named "Evil Doer" in Bob Martin's next book with autographed copy when published $5,000 Priceless Martin Masters Tickets, 2 badges, 4 days, April 7-10 with lodging $8,000 Gillette, Carl Jewelry Loren, Mark Cruise, for 2 $7,000 $10,000 Holland, Dinner for up to 30 people with dinner at John & Barbara Burns' $5,000 $7,000 Burns Arizona, 4 some @ Troon CC, Mirabel, Blackstone CC, Desert Highlands & Dinner at Hoyt's $5,000 McGrath, Kevin CMA Festival in Nashville (June) $4,000 Wein Casa de Campo, One week for up to 8 individuals - two trips available $8,000 $10,000 Moyer, Ben Casa de Campo, One week for up to 8 individuals - two trips available Jackson Hole, WY; 3-bdr. Condo, chose from June 11-18, June 18-25 or June 25-July 2 $5,500 Holland, Silver, 2014 500-Coin Silver Eagle Monster Box $10,825 Burns Bracelet, Diamond 14 kw, 4.00 ct. TW $3,950 $9,000 Townsend Group Sip & Soar Through Napa Valley, 3 nights with airfare for 2 $3,550 Priceless Winspire South Carolina $5,000 McGrath, Kevin Guitar, autographed by Cliff Williams $6,000 $10,000 Burns Bracelet, with gold & diamonds $3,900 $7,150 Rogers, Van der Mey Champions for Charity, December 7-11, 2016 $10,000 Lexus Ryder Cup 4 passes with golf at two local courses Nichols Ireland, South $8,000 McGrath, Kevin Masters Tickets, 4 badges for Saturday & Sunday, April 9th, 10th - Lodging$10,000 Cook, Jakie PGA, 8 Wannamaker Tickets - July 25-31, 2016 @ Baltusrol Golf Club in Springfield, New Jersey $6,000 Rogers Bracelet, tri color gold with 9 diamond separators $4,600 $8,300 Rogers, Jack & Sue BIG BOARD Boston Golf, 3 some at Ipswich CC, Salem CC, Myopia Hunt Club, Bass Rocks G.C. and Red Sox tickets $2,000 $3,500 Berry, Mosse, Riley & Mosse Brodeur Carvell Fine Apparel- $1,500 Certificate $700 $1,500 Brodeur Carvell Brodeur Carvell Fine Apparel- $1,500 Certificate Earrings, Diamond "Flowers" $450 $975 Alexander, Bobby Estate 11/26/2016 NASCAR Driver for a Day, 3 night stay with airfare for 2 Pendant & Earrings, Mother of Pearl and diamonds $3,500 $6,800 Clair & Smith Flagstaff, Arizona FOR 4, 4 NIGHTS, 3 ROUNDS OF GOLF , May-October, 2016 $5, 00

BOBBY NICHOLS - 2017

Min

2016 Live and BB items availability for 2017 Value Donor BeaverCreek (Park Plaza) Colorado, July 30 to August 6, 2016 (Saturday to Saturday) $1,500 $2,400 Courtney, John BG - Ipswich, round of golf for 2 Berry, Carl & Joanne Doggie Party @ JARON Studio in Naples for up to 10 humans and their Four Legged Friends $600 Jaron Studio Cincinnati Golf - 4-some at TPC, Hyde Park, Traditions with Red Tickets and Dinner at Montgomery Inn $850 Aringto , Gregory, Burke Pearl Strands by Chanel $1,000 $2,500 Anonymous Signature Set, knives by Cutco $1,000 $1,684 Lancellot, Bracelet, Diamonds (.50 Ct ) and white gold $360 $1,500 Rogers, Jack & Sue Corkscrew Sanctuary, Swamp Buggy private tour for 8, with Lunch and private naturalist guide $600 $1,200 McCann, West Slot Machine, 25₵, refurbished $1,000 Twehues, Tom Gasparilla Inn - two night stay for 2 during spring 2016 with unlimited golf$700 $1,600 Gasparilla Inn Bench #5, framed photo $500 Bracelet, Diamonds, 4c and Gold $1,590 $8,000 Rogers, Jack & Sue Day cruise on the "M.J." to Gasprilla Island $1,200 Ross, Tom & MJ TV, Vizio 50" Smart E Series $500 $800 Rogers, Jack & Sue Window Dressing by Karen Shulman, Art on Metal $600 Shulman, Karen Brodeur Carvell Fine Apparel- $1,500 Certificate $700 $1,500 Brodeur Carvell Bracelet, Diamonds, 4c and Gold $2,544 $5,000 Rogers JFK Library, 2 photographs by award winner Karen Schulman $1,000 Karen Schulman Players Championship, 4 Greenside Lounge Tickets May 10-15, 2016 $1,500 $2,100 Players Championship (PGA) Jewelry Making Party @ JARON Studio in Naples, for up to 10 Ladies Girl's Night Out" for up to 10 ladies $600 Jaron Studio Golf Lessons with David Leadbetter, $2,000 $4,000 Burns TV, 50" Smart by Samsung, $530 $1,200 Rogers, Jack & Sue Honors, Tenn., 2 rounds of Golf for 3 $1,200 Wolken, Keith & Holland, Robert Gold Necklace $1,000 $2,800 A. Marek Fine Jewelry Earrings, White gold & Diamonds, triple row $2,100 $4,300 Rogers, Jack & Sue Bench Photo's, autographed and framed $500 Bench Useppa Island Fishing Trip for 4 Ladies $1,200 $2,000 Holland, Heather Lake at Rest by Michael Monroe, abstract print on canvas $1,500 Monroe, Michael Wine Dinner, in your home, for 8 $3,000 $3,500 Chef Brian Bid

11/26/2016

BOBBY NICHOLS - 2017 Item already committed

Min

Bid

Value Donor

l=Live, b= Big Board, S=Silent, u = Unknown auction, at this time (tentative listings) l Masters, 2 badges for '17 Tourmanemt, "if available"

Gillette, Dr. Carl & Carol

l

Bracelet, 14K Diamond Link (4 ct)

$5,000 $14,980 Rogers, Jack & Sue

l Progressive dinner hosted by the Burnside's, Manone's and tentatively the Sherman's.(waiting on approval from Audrey) l Kay Club, Northern Ireland Webster, Peter l Guitar, autographed by Vince Gill Priceless l Guitar, autographed by Jason Aldine Priceless b Johnny Bench , "Tribute to Johnny" commemorative poster with Hall of Fame '89 inscription, includes certificate of Authenticity Bench, Johnny b Hyde Park, 1 - 4 some $400 Burke, Pat b Kenwood, golf for 4 plus lunch Twehues, Tom b TPC, Cincinnati Arington, Tom b Traditions, one 4 some with Red Tickets Gregory, Dean b Bracelet, 14K with Ruby and Diamond $2,500 $3,995 Rogers, Jack & Sue b Cutco Signature Set $1,000 $1,819 Lancellot, Mike & Joanie b Signed Johnny bench framed bat and picture b Print, 16th hole at Augusta, numbered Bear, Gerry b signed poster of American Pharoah, signed by Jockey Victor Espinoza Hill, Maury s Johnny Bench Photo, dressed for Catching Bench, Johnny s Ice Cream Dish, mini batting helmet signed by Harmon Killebrew (cert. of authenticity included)Wolken, Gerry s Clue, The Musical, 2 tickets 5/18/17 to 6/14/17 80-120 Broadway Palm Theatre s Florida Rep, 4 tickets to any 2016-2017 Florida Rep Shows $208 Florida Rep s Disney, 1 day Hopper Passes for 4 $620 Disney, CAC s Cutco 8 Pak Table Knives $225 $304 Lancellot, Mike & Joanie s Cutco Carving Gift Set $169 Lancellot, Mike & Joanie s Cutco Entertainer Pak $140 $208 Lancellot, Mike & Joanie s Cutco Snack Pak Gift Set $150 $199 Lancellot, Mike & Joanie s Cutco Club Mates $75 $137 Lancellot, Mike & Joanie s Cutco Cheese Mates $100 $116 Lancellot, Mike & Joanie s Jewelry by Linda Manone Manone, Linda s Southwest Symphony, 2 tickets to '16/'17 Season $98 Southwest Symphony s Honors, Tenn., 2 rounds of Golf for 3 $1,200 Wolken,K & Holland, R s The Hustler, Shadow Box autographed by Jackie Gleason Manone, Linda s Opener, Wine $150 Pearson, Paul & Anne u Signed framed photo of Frank Sinatra, Dean Martin, Sammy Davis Jr. u 4 Bears tickets(trying to get hotel plus a dinner to Ditka's u 2 Blackhawk tickets on the glass u (Trying to get hotel and dinner at Viaggio)

Some items may be part of a package but are offered by different individuals

Bobby Nichols-Fiddlesticks Foundation Golf Sponsors - 2017

Donor Level

Committed

Paid

Receivable

Name

Date Paid

Adddress

15820 Glenisle Way, Fort Myers, FL 33912

Title

40,000.00 $

-

40,000.00 $

Howard and Suzanne Moss

6125 Commerce Ct., Mason, Oh 45040

Presenting

30,000.00

-

30,000.00

Prasco

2129 S. Wilson St., Tempe, AZ 85282

Platinum

20,000

-

20,000

21st Century Healthcare

6700-1 Daniels Pkwy., Fort Myers, FL 33912

Platinum

20,000

-

20,000

Oppenheimer

Platinum

20,000

-

20,000

Finemark Bank

4954 Royal Gulf Circle, Fort Myers, FL 33966

Platinum

20,000

-

20,000

Camaretta Companies

9109 Parkwood Court, Fort Myers, FL 33908

11/10/2016

Tent

20,000

20,000

-

Jack and Sue Rogers

Diamond

15,000

-

15,000

Wells Fargo Insurance

5237 Summerlin Commons Blvd., Fort Myers, FL 33907 8140 Glenfinnan Circle, Fort Myers, FL 33912 RT Speciality, LLC, 180 North Stetson Avenue, Suite4600, Chicago, IL 60601

Diamond

15,000

15,000

-

Hightower Advisors

10/20/2016

Gold

10,000

-

10,000

Heidi Frederick

Gold

10,000

-

10,000

Tim Turner

Gold

10,000

-

10,000

Val Ward

Gold

10,000

-

10,000

Robb Smith

1 of 3

Bobby Nichols-Fiddlesticks Foundation Golf Sponsors - 2017

Donor Level

Committed

Paid

Receivable

Name

Date Paid

Adddress

15292 Fiddlesticks Boulevard, Fort Myers, FL 33912

Gold

10,000

10,000

-

Mike and Joanie Lancellot

11/21/2016

15835 Brothers Ct., Fort Myers, FL 33912

Silver

7,500

-

7,500

Tomahawk Construction

7780 Cambridge, Manor Pl #8, Fort Myers, FL 33902

Ruby

5,000

-

5,000

Case Pearlman

Bob Schultz, President, 5 Waterside Crossing, Suite 201, Windsor, CT. 06095

Ruby

5,000

5,000

-

AIX/Nova

11/21/2016

Ruby

5,000

-

5,000

Sunday/Funday

Diamond Limousine/George Ellsworth

Ruby

5,000

-

5,000

Tom Twehues

Ruby

5,000

-

5,000

David and Debbie Rathje

Ruby

5,000

-

5,000

Russ and Kathy Ogan

Ruby

5,000

-

5,000

Friends of the Burnsides

Ruby

5,000

-

5,000

7912 Glenfinnan Circle, Fort Myers, FL 33912

Paul McElwee and Gayle Roseman

Ruby

5,000

5,000

-

11/21/2016

Emerald

3,000

-

3,000

Bill and Andi Horwitz

12751 New Brittany Blvd., 2nd Fl, Fort Myers, FL 33907

Emerald

2,500

-

2,500

SunTrust

Emerald

2,500

-

2,500

Apmex

Emerald

2,500

-

2,500

John and Barbara Burns

2 of 3

Bobby Nichols-Fiddlesticks Foundation Golf Sponsors - 2017

Donor Level

Committed

Paid

Receivable

Name

Date Paid

Adddress

Emerald

2,500

-

2,500

Cummings & Lockwood

Emerald

2,500

-

2,500

Modern Service

Quartz

2,000

-

2,000

Interop Technologies

15241 Tweedale Circle, Fort Myers, FL 33912

Quartz

2,000

2,000

-

Donna Mullen

11/21/2016

15701 Glenisle Way, Fort Myers, FL 33912

Quartz

1,000

1,000

-

Dr. and Mrs. Peter Sidell

11/21/2016

Copper

500

-

500

Westco Turf

Copper

500

-

500

Crowther Roofing

Copper

500

-

500

Just Like New Power Washing

Copper

500

-

500

David M. Goldberg, PA

Total

$

325,000

$

58,000

$

267,000

3 of 3

Bobby Nichols-Fiddlesticks Foundation Golf Leadership - 2017

Donor

Committed

Paid

Receivable Date Paid

Barbara Skillman (Anonymous)

$

25,000

25,000

$

-

9/28/2016

Grainger Family Foundation

15,000

-

15,000

Richard & Natalie Jacoff Fdn

15,000

15,000

-

9/20/2016

Bill Neiheiser

15,000

-

15,000

Carla Brown

10,000

-

10,000

Ron Riley and Britt Mock

3,000

3,000

-

10/20/2016

Kathleen Streep

3,000

3,000

-

11/21/2016

Wendell & Betsi Ehinger

1,000

-

1,000

Harry and Janis Wilkinson

1,000

-

1,000

John and Christine Pearson

1,000

-

1,000

Total

$

89,000

$

46,000

$

43,000

1 of 1

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2016 Fee Paid 2017 Fee Paid

Name

1 Abruzese, Robert and Linda Corrigan

$

250.00

2 Adelman, Gary and Barbara

250.00

3 Adkins, Robert and Marilyn

250.00

4 Ahern, John and Marlene

250.00

5 Ajemian, Ronald & Dorothy

250.00

6 Aldrich, Peter and Mary Lee

250.00

7 Allen, Philip H and Sharon

250.00

250.00

8 Aloia, Frank Sr and Lauren

250.00

9 Anciaux, Herbert and Marcia

250.00

10 Anderson, David and Kathleen

250.00

11 Ashburn, Arthur and Pam

250.00

12 Asher, Kenneth and Gwenda

250.00

13 Bagans, Carl and Rosetta

250.00

250.00

14 Bailey, Robert and Betty

250.00

15 Baisch, Wister and Harriet

250.00

16 Bean, Richard and Janet

250.00

17 Bear, Jerry and Sarah

250.00

250.00

18 Beasley, Bruce and Teresa

250.00

250.00

19 Beaulieu, Raymond and Barbara

250.00

20 Bennett, David and Wendy

250.00

21 Benson, Marc and Linda

250.00

22 Berkmeyer, Richard and Barbara

250.00

250.00

23 Berry, Joanne and Carl

250.00

24 Bjorne, Ralph and Susan

250.00

25 Bowling, Donald and Harriet

250.00

26 Braden, Joseph and Annette

250.00

27 Brogan, Kevin and Diane

250.00

28 Broling, Fred and Janet

250.00

29 Brown, W. Perry and Marjorie

250.00

30 Brownell, Roger and Dian

250.00

31 Bruno, John and Ernestine

250.00

32 Buckley, Thomas

250.00

33 Burke, Bill and Karen

250.00

34 Burns, John and Barbara

250.00

35 Burnside, Kenneth and Deborah

250.00

36 Butz, Gerald and Karen

250.00

37 Callans, Tom and Patricia

250.00

38 Cameratta, Joseph and Barbara

250.00

39 Cameron, Paul and Jane

250.00

40 Campbell, Joseph and Patricia

250.00

41 Campbell, Robert and Jackie Speas

250.00

42 Carlson, Martin and Anne

250.00

NEW

43 Carroll, John and Frances

250.00

44 Carroll, Paul and Judy

250.00

45 Case, Tom and Lynda

250.00

46 Cassel, David and Jacqueline L

250.00

47 Cecchini, Robert and Louise

250.00

48 Cieslik, Phillip and Nancy Lacey

250.00

49 Clapp, Joseph and Helen

250.00

250.00

50 Cliff, Roger and Cathy

250.00

51 Coffey, William and Mary Ellen

250.00

52 Cole, Leland and Mary

250.00

53 Conway, Francis and Carol

250.00

54 Cooke, Dan and Janey

250.00

55 Corwen, Albert and Cathy

250.00

250.00

56 Courtney, John and Carolyn

250.00

1 of 5

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2016 Fee Paid 2017 Fee Paid

Name

57 Crowther, Lee J.

250.00

58 Curry, Robert and Diane

250.00

250.00

59 D'Andrea, Robert and Marcia

250.00

60 Daniel, David and Margurite

250.00

61 Davis, Richard and Judith

250.00

62 Davison, Fenton and Marilyn

250.00

250.00

63 Dealy, Edwin and J Lynn

250.00

250.00

64 Den, Laurance and Dale

250.00

65 DiBenedetto, Thomas and Linda

250.00

66 Disanto, Alec and Loli

250.00

67 Dlugosch, Paul and Joyce

250.00

68 Dobbie, Dennis and Kathleen

250.00

69 Donahoe, Keith and Diana

250.00

70 Dooley, James and Mary

250.00

71 Downing, William and Karen

250.00

72 Dwyer, Christopher and Rachel

250.00

73 Dwyer, John and Lisa

250.00

74 Eaton, Carolyn and Rolland

250.00

75 Ehinger, Wendell and Elizabeth

250.00

76 Everly, Ronald and Mona

250.00

250.00

77 Fairchild, William and Anita

250.00

78 Fike, Bill and Sandra

250.00

79 Fitzgerald, Michael and Betsey

250.00

80 Foster, Alan and Lynne

250.00

81 Fraccola, Phil and Kelly

250.00

82 Fuller, Clyde and Elaine

250.00

83 Garrett, Marvin and Sonia

250.00

84 Gaulin, Joseph and Doris

250.00

85 Gillette, Carl R and Carol A

250.00

86 Girard, David and Susan

250.00

250.00

87 Goldberg, David

250.00

88 Goldberg, Harvey and Barbara

250.00

89 Goodin, Charles

250.00

90 Gorman, D.J. and Jeanne Smith

250.00

91 Grainger, Luther and Sally Ann

250.00

250.00

92 Grantham, Bob and Sharon

250.00

93 Gray, John (Corky) and Jane

250.00

94 Gray, John and Lynn

250.00

250.00

95 Greenbury, Don and Mariellen

250.00

96 Gregory, Victor and Ann

250.00

97 Hager, Henry and Sally

250.00

98 Haines, Bruce and Joann

250.00

99 Hall, James and Phyllis

250.00

100 Hall, John and Donna

250.00

101 Hamister, Virginia and Dick Durfee

250.00

250.00

102 Harned, Ben and Christine

250.00

103 Heard, Michael D. and Jerry

250.00

104 Hearsum, Geoffrey and Carolyn

250.00

105 Hegel, Paul and Andrea Collins

250.00

106 Hohenbrink, Ronald and Cheryl

250.00

107 Holland, Earl and Margie

250.00

108 Horowitz, Bill and Andrea

250.00

109 Horvath, Ernest and Paula

250.00

110 Howard, David and Diana

250.00

111 Hoyt, Bruce K. and Sheila Kelly

250.00

112 Hyman, Thomas and Celestine

250.00

2 of 5

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2016 Fee Paid 2017 Fee Paid

Name

113 Jackson, Park and Sally

250.00

114 Kaas, Donald and Bobbie

250.00

115 Kalina, Richard and Roberta Pavaverti

250.00

116 Katzman, Elliot and Donna

250.00

117 Keating, Richard and Barbara

250.00

250.00

118 Kerr, W. Iain and Susan

250.00

119 King, Thomas and Patricia

250.00

120 Kircher, Gary and Linda

250.00

250.00

121 Krauss, Richard and Catherine

250.00

122 Kuhn, Paul and Sue

250.00

123 Kwiatkowski, William and Ellen

250.00

250.00

124 Lancellot, Michael Sr. and Joan

250.00

250.00

125 LaPointe, Brian and Wendy

250.00

126 Larson, James and Theresa Hill

250.00

127 Lawson, RA and Susan

250.00

128 Levasseur, Farrel and Paulette

250.00

129 Lightbody, John and Sylvia

250.00

130 Lincke, Lester and Linda

250.00

131 Linn, Jack and Barbara

250.00

250.00

132 Loyd, Peter and Suzanne

250.00

133 Lydon, Austin and Linda

250.00

134 Lyons, Scott and Emily

250.00

135 Lysaker, John and Judith

250.00

136 Mackay, Donald and Wendy

250.00

137 Major, Jim and Lynn

250.00

250.00

138 Manone, Vito and Linda

250.00

250.00

139 Marckesano, Patrick and Mildred

250.00

140 Marco, Michael and Patricia

250.00

141 Mariani, Daniel and Susan

250.00

142 Martin, Robert and Pamela

250.00

143 Marucci, Joseph and Elizabeth

250.00

144 Mast, Dale and Marilou

250.00

145 Matheson, Donald and Carolyn

250.00

146 McArthur, Michael and Mary

250.00

250.00

147 McDermott, Richard (Terry) and Virginia

250.00

148 McElwee, Paul and Gayle Rosemann

250.00

149 McGuire, Ray and Julia

250.00

150 McKenna, Daniel and Holly

250.00

151 McMath, David and Sharon

250.00

250.00

152 McNamara, Joanne I and John

250.00

250.00

153 McNeill, Vincent and Dainee

250.00

154 McWilliams, John and Rosemary

250.00

155 Messina, Michael and Janice McFadden

250.00

156 Midtgaard, Thomas and Ann

250.00

157 Milbourn, Frank and Sandra

250.00

250.00

158 Minton, Daniel and Mary

250.00

159 Mitchell, Gregory and Kelly

250.00

250.00

160 Mizener, Bill and Luann

250.00

161 Moody, W.B. (Chip) and Rea

250.00

162 Moore, John A Jr. and Annedenise

250.00

163 Morton Crane and Beth

250.00

164 Moss, Bob and Kathy

250.00

250.00

165 Moss, Howard and Suzanne

250.00

166 Mosse, George Jr. and Judith

250.00

250.00

167 Mucci, Paul and Joyce

250.00

168 Mugford, Robert and Cathy

250.00

3 of 5

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2016 Fee Paid 2017 Fee Paid

Name

169 Mullen, Michael and Donna

250.00

170 Mullin, Lloyd and Nancy

250.00

171 Mullin, Michael and Catherine

250.00

250.00

172 Murphy, Thomas and Janet

250.00

173 Murray, Robert K and Frances

250.00

174 Mutalipassi, Ettore and Elena

250.00

175 Nason, Charles and Elizabeth

250.00

176 Neff, Robert and Barbara

250.00

177 Neiheiser, Bill and Linda

250.00

178 Niarchos, Thomas and Celeste

250.00

179 Nichols, Bobby and Nancy

250.00

180 Niederriter, Edward and Karen

250.00

181 OBrien, William and Joann

250.00

250.00

182 Ogan Russell and Kathleen

250.00

183 Ohlsson, Edvard and Bodil

250.00

184 Pallotta, John J. and Patricia Stull

250.00

250.00

185 Paloci, Henry and Cheryl

250.00

250.00

186 Paluck, Vic and Pam

250.00

187 Panucci, Robert and Wyn

250.00

188 Pearson, L. John and Christine

250.00

189 Pearson, Paul and Anne

250.00

190 Phillips, Larry and Agnes

250.00

191 Phillips, W.E. and Nancy (Sis)

250.00

192 Pirrong, Jan and Christine

250.00

193 Powell, David and Betty

250.00

194 Powers, Richard and Mary

250.00

195 Pratt, Victor and Jean

250.00

196 Price, Bradley and Carol

250.00

250.00

197 Psiris, Jack and Doreen Kostel

250.00

198 Rathje. David and Debra

250.00

199 Ray, Stephen and Janet

250.00

200 Rayborn, Kenneth and Carol

250.00

201 Reese, Gunther and Joan

250.00

202 Rice, Jeff and Barbara

250.00

203 Rogers, Jack and Sue

250.00

250.00

204 Rohner, Craig and Lois

250.00

250.00

205 Romano, James and Michelle

250.00

250.00

206 Rose, Robert and Susan Early

250.00

250.00

207 Ross, J. Thompson and Mary Jean

250.00

208 Saturley, Thomas and Eleanor Baker

250.00

209 Schaaf, Donald and Nancy

250.00

210 Schmitz, Jay and Carol

250.00

211 Schofield William and Phyllis

250.00

212 Scott, Frank and Nina

250.00

250.00

213 Shafer, Scott and Susan

250.00

214 Shaw, Tim and Marsha

250.00

215 Sherman, M. J. and B.L.

250.00

216 Siddons, Ernest and Diane

250.00

217 Sidell, Peter and Mary Kay

250.00

218 Smedley, Vernon and Marianne

250.00

250.00

219 Smith, Bradley

250.00

220 Smith, Roger and Cindy

250.00

221 Smith, Russell and Lena

250.00

222 Sousa, Richard and Annmarie

250.00

223 Spatharos, John and Mary Ann

250.00

250.00

224 Stamm, Mapes and Charles

250.00

250.00

4 of 5

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2016 Fee Paid 2017 Fee Paid

Name

225 Stevens, David and Janice

250.00

226 Stevens, Dean and Cora

250.00

227 Stevens, Donald and Loretta

250.00

228 Stone, Scott and Karen

250.00

229 Teitelman, Steven and Susan

250.00

230 Thorstenson, Bob and Diane

250.00

250.00

231 Townsend, Beau and Julie

250.00

232 Travis, David and Donna

250.00

233 Trolio, Anthony and Juliana

250.00

234 Vecchione, John and Pamela

250.00

235 Vogel, Perry and Diane

250.00

236 Vogias, David and Vivian Grace

250.00

237 Wagner, Stephen and Charlotte

250.00

238 Welsh, A. David and Katherine

250.00

239 Welsh, Debra

250.00

240 Whitley, Jeffrey and Kathleen

250.00

241 Whitton, James and Barbara Miller

250.00

242 Wilder, Warren and Lynn

250.00

243 Wilkinson, Harry and Janis

250.00

244 Witmer, Daniel and Leona

250.00

245 Wolken, Gerry and Jacque

250.00

246 Wright, Harold and Debra

250.00

250.00

247 Wright, Jeffrey and Sheri

250.00

248 Xenakis, Mathew and Linda

250.00

249 Zempel, Dale and Carole

250.00

250.00

62,000.00 $

11,500.00 $

5 of 5

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2017 Fee Paid

2016 Fee Paid

Name

1 Abraham, Pamela

$

150.00

2 Allega, Jim

150.00

3 Berg, Norman

150.00

4 Bernstein, William 5 Blakely, Keith 6 Brendel, Robert 7 Brown, Carla 8 Carlstrom, Sandra 10 Coffman, Gregory 11 Cullen, Lori 12 Curt, Robert 13 Deming, Ann F 14 Dittrich, Marilyn 15 Donohoe, Peter 16 Eaton, Edwin 17 Faster, Janet 18 Flynn, Michael 19 Frederic, Heidi 20 Gilmore, Sara 21 Glaser, Donald 22 Globetti, John 23 Grady, Suzanne 24 Griswold, Donald 25 Guffrey, Terry 26 Gurry, William 30 Holland, Heather 31 Horton, Tom 32 Howell, Michael 33 Hull, Linda (c) 34 Hutchens, Patricia 35 Janego, Richard 36 Johnson, Donald 9 Clair, Nancy 27 Harris, Don 28 Hall, John RS 29 Holden, John

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00 Family in 2016

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

37 Kohn, Jean (c) 38 Lobdell, Susan

150.00

150.00

39 Lucy, Robert and Mary

150.00

40 Martin, Thomas

150.00

41 McArthur, Michael and Mary

150.00

42 McFedries, Robert 43 McGrattan, Robert

150.00

150.00

150.00

1 of 2

Bobby Nichols-Fiddlesticks Foundation Piper Renewals - 2017 Family Memberships

2017 Fee Paid

2016 Fee Paid

Name

44 McHatton, Eric M 45 McNeill, George 46 Meyers, Lee A 47 Minott, Phyllis 49 Moore, Barbara 50 Moore, Jim 51 Morse, John C 52 Nicely, Richard 53 Palen, Howard 54 Palisin, Terrence J 55 Palmer, Paul 56 Pflieger, Keith 57 Puccio, Gerard 58 Puthuff, Edgar 48 Mitchelson, William H 61 Schueneman, Louis 62 Shortlidge, Stephen 63 Skillman, Barbara 65 Smith, Robb Leroy 66 Smith, Russell 67 Smith, Stephen 68 Streep, Kathleen 70 Swanson, Anna 71 Sweeney, Patrick 72 Szabo, Andrew 69 Suh, Wook 64 Smith, David 59 Rizzo, Reno 60 Ruggles, Jan

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

125.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

150.00

73 Thorn, Ann

150.00

74 Tucillillo, Marie

150.00

75 Twehues, Thomas A

150.00

76 Usher, James P 77 Van Daalen, Jay

150.00

150.00

78 van Der Mey, Katherine Fitzgerald

150.00

79 Wagner, Drew 80 Williams, Joseph 81 Wilson, Charles 82 Ziegenfuss, Bob

150.00

150.00

150.00

150.00

150.00

12,125.00 $

1,650.00 $

2 of 2

BOBBY NICHOLS-FIDDLESTICKS FOUNDATION, INC. BALANCE SHEETS

11/28/2016

8/31/2016

ASSETS

Current Assets

Cash and Cash Equivalents

$

139,796.51

$

20,377.43 8,949.82

FineMark Bank Operating

8,949.82

Oppenheimer

148,746.33

29,327.25

Total Cash

Other Current Assets Prepaid Expenses

129.00

242.00

267,000.00 43,000.00

- -

Receivables - Sponsors

Receivables - Leadership Donors

310,000.00

-

Total Receivables

310,129.00

242.00

Total Other Current Assets

458,875.33

29,569.25

Total Current Assets

$

458,875.33

$

29,569.25

TOTAL ASSETS

LIABILITIES & EQUITY Liabilities

$

1,221.30 11,957.83

$

5,109.46 11,957.83

Accounts Payable and Accrued Expenses

Deferred Revenue

13,179.13

17,067.29

Total Liabilities

Equity

12,501.96 433,194.24

20,043.53 (7,541.57)

Fund Balance

Net Income

445,696.20

12,501.96

Total Equity

$

458,875.33

$

29,569.25

TOTAL LIABILITIES & EQUITY

BOBBY NICHOLS-FIDDLESTICKS FOUNDATION, INC. STATEMENTS OF REVENUES AND EXPENSES

Fiscal YTD Fiscal YTD 11/28/2016 8/31/2016

Revenue

Event

Auction Live

$

-

375,500.00 $

Silent

- -

8,160.00 15,185.00

Friday Sunday

-

23,345.00

Total Silent

Big Board Friday

- -

46,200.00

-

Sunday

-

46,200.00

Total Big Board

-

445,045.00

Total Auction

Appeals

- -

24,750.00 85,350.00

Friday Sunday

-

110,100.00

Total Special Needs Contributions

-

60,393.00

Raffles

9,000.00

139,000.00

Entry Fees

-

4,400.00

Gala Tables

Sponsors

40,000.00 30,000.00 80,000.00 30,000.00 50,000.00 7,500.00 45,000.00 15,500.00 5,000.00 2,000.00 20,000.00

-

Title (Moss)

30,000.00

Presenting (Prasco)

- - - -

Platinum (21st Century, Camaretta, Finemark, Oppenheimer)

Diamond (Hightower, Wells Fargo Ins)

Gold (Frederic, Lancellot, Smith, Turner, Val Ward)

Silver (Tomahawk)

Ruby (Burnside Friends, Case, AIX/Nova, Diamond, McElwee/Roseman,Ogan, Rathje, Sunday Funday,Twehues) Emerald (Apmex, Burns, Cummings,Modern Svc, SunTrust)

- -

Quartz (Interop, Mullen, Sidell)

-

Copper (Crowther, Goldberg, Just Like New, Westco Turf)

65,000.00 25,000.00 40,000.00 30,000.00 20,000.00 15,000.00 15,000.00 15,000.00 7,500.00 5,000.00 5,000.00 5,000.00 5,000.00 2,000.00 2,000.00 (25,567.95)

Tent (Rogers)

- - - - - - - - - - - - - - -

Principal

Sunday Gala & Monday Awards Dinners Sunday Gala & Monday Awards Cocktail Parties

Supporting

Auction

Professional Golfers

Celebrities

Cart

Piper Cocktail Celebration

Practice Greens

Raffle

Double Eagle

Eagle Birdie

Reclass to Offset Administrative Expense

325,000.00

260,932.05

Total Sponsor

2 of 4

BOBBY NICHOLS-FIDDLESTICKS FOUNDATION, INC. STATEMENTS OF REVENUES AND EXPENSES

Fiscal YTD Fiscal YTD 11/28/2016 8/31/2016

Tennis and Kids Event Sponsors

-

78,000.00

-

52,690.00

Tournament, Raffle, Auction

-

130,690.00

Total Tennis and Kids Event

Contributions

89,000.00

100,585.34

Leadership Donors

89,000.00

100,585.34

Total Contributions

423,000.00

1,251,145.39

Total Event Revenue

Other Revenue

Membership Dues Individual

1,650.00 11,500.00

12,125.00 62,000.00

Family

13,150.00

74,125.00

Total Membership

1,425.00

15,220.00

Memorial Contributions

2.51

350.00

Interest

14,577.51

89,695.00

Total Other Revenue

437,577.51

1,340,840.39

Total Revenue

Cost of Event Revenue Auction Items

- - - - - - - - - - - - - - - - -

86,393.40 46,274.25 14,796.00 179,654.48 45,618.03 30,340.50 1,289.00 24,910.00 57,000.00 13,608.45 2,700.00 24,241.91 1,825.20 8,984.21 8,995.00 1,883.50 1,071.47 3,737.13 2,118.27 69,165.14 4,941.16

Entrant Door Prizes/Gifts

Auctioneer

Food and Beverage

Tent

Golf Fees

Insurance - Special Event

Equipment Rental

Professional Golfer Fees Other Event Expenses

65.00

Credit Card/PayPal Fees

Entertainment

FCC Labor and Fee Photography/Video

572.14

Printing

Professional Fees

Shipping

Signs

Supplies

Travel

637.14

Other Event Expenses Tennis and Kids Event

-

637.14

560,381.96

Total Cost of Event Revenue

436,940.37

780,458.43

Total Revenue, less of Cost of Event Revenue

3 of 4

Made with