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Caldwell Trust Company and its board chair award $10,000  to nursing students at State College of Florida, Manatee-Sarasota

by Caldwell Trust

VENICE, FL: Caldwell Trust Company and its Board Giving Program committee awarded $10,000 in scholarships to six candidates for a bachelor of science degree in nursing at State College of Florida, Manatee-Sarasota. The awards were made on October 5 at SCF’s annual scholarship luncheon, held at IMG Academy Golf Club, Bradenton. The scholarships were the latest in the company’s annual Board Giving Program, designed to support worthwhile programs and worthy students. This year Caldwell’s $5,000 contribution was doubled with a matching donation from James F. Gabbert, board chair. Those chosen to receive the scholarships are Brandy Nichole Hauser, Nancy G. Urzua-Alba, Kathryn Beasley, Ashleigh Marie Dickson, Heather Sapp and Cassandra Lynn Moyers.


Marge Maisto, a member of Caldwell’s board and its Giving Program committee, drew on her knowledge as former president/CEO of TideWell Hospice and former nurse to identify an area where the committee can provide significant assistance. J. Mack Reid, chair of the Giving Program committee, said, “Marge told us that by 2020, 80 percent of bedside nurses will be expected to have a BSN. That makes the degree almost a necessity, but not everyone can afford the additional schooling required to earn it. We want to help students meet expenses, including child care and time lost from work while attending classes.” With that in mind, the committee designated this year’s scholarships for experienced nurses who are already working in the field and Gabbert matched the donation in honor of his wife Lori, who studied nursing at SCF.  


Caldwell Trust Company staff who attended the luncheon were R. G. “Kelly” Caldwell Jr., CEO and president; H. Lee Thacker Jr., CFP, senior executive vice president, secretary and trust officer; board members Reid, John S. Booth III, Christopher N. Gray, and James R. Woods; and assistant vice president of marketing Sheryl Vieira.  


The Caldwell Trust Company scholarship criteria required in part that applicants must have already been working in the nursing field, were accepted into the BSN program at SCF, were enrolled for a minimum of six hours each semester, and maintained a minimum cumulative GPA of 3.0. 

“We’re so pleased that Caldwell can provide these scholarships,” Reid said. “They have a twofold benefit. We’re able to assist deserving students in advancing their nursing careers and at the same time we’re helping to upgrade the quality of bedside nursing in our community.”


Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $850 million in assets for clients throughout the United States. Caldwell Trust Company offers a full range of fiduciary services to individuals, including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, the company manages 401(k) and 403(b) qualified retirement plans for employers. 


Photo: Caldwell Trust Company Board Giving Project

Board members of the State College of Florida Foundation met recently with the directors of Caldwell Trust Company to thank them for two contributions totaling $10,000 for the college’s annual scholarship program. The Giving Program committee of Caldwell’s board designated the scholarships to help registered nurses pursuing a bachelor of science degree in nursing at State College of Florida, Manatee-Sarasota. Caldwell Trust Company donated $5,000, matched by board chair James F. Gabbert in honor of his wife Lori, who studied nursing at SCF. The awards were presented to six recipients at a luncheon on October 5 at IMG Golf Academy, Bradenton. Seated are State College of Florida Foundation board members Victoria Stultz, Dorothy Korszen and executive director Cassandra Holmes. Behind them are Caldwell board members Jim Woods, John Booth, Chris Gray, Kelly Caldwell, Mack Reid and Lee Thacker; Cathy Kuhlman, incoming president of the SCF Foundation; and Caldwell board member Dr. Molly Kraut.



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