The Plymouth Harbor Foundation
Our Purpose The Plymouth Harbor Foundation was established in 2012 to further ensure the appropriate stewardship of contributed funds, develop and implement fundraising strategies that support the most positive aging experience possible for our residents and to provide funding for innovative aging programs and services in the region.
Our Culture That spirit of caring is the driving force behind philanthropy at Plymouth Harbor on Sarasota Bay. Prior to establishing The Plymouth Harbor Foundation, members of our resident population, their families, team members and philanthropists in the broader community voluntarily donated more than $12 million to perpetuate the Plymouth Harbor mission. We celebrate contributions of time, talent and financial resources, believing that service to and support of other people is a worthy lifelong value.
Our Funds Our culture of philanthropy is built upon three pillars of value that have defined Plymouth Harbor since its founding: benevolence, fellowship and a zest for life. It would naturally follow that our funds would align perfectly with these pillars of value. Our three broad funds are:
- Team Member Assistance: Assistance for team members of Plymouth Harbor who wish to advance their education or certification, or who are experiencing an unexpected, significant financial hardship.
- Zest For Life: Programmatic and capital support for innovations and enhancements at Plymouth Harbor that improve and preserve a vibrant quality of life for current and future residents, as well as best practices and research into issues germane to all aging services.
- Resident Assistance: Assistance for residents at Plymouth Harbor who have outlived their financial resources, due to unforeseen circumstances and require support for basic living expenses and medical costs.
Our Leadership The Plymouth Harbor Foundation is an LLC of Plymouth Harbor, Inc., and is governed by a separate Board of Trustees. Our Board is made up of three members of the Plymouth Harbor corporate board, three residents of Plymouth Harbor who do not sit on the corporate board, three members at large and the CEO and CFO of Plymouth Harbor. The Foundation has one full-time staff member.
The Plymouth Harbor Foundation Board of Trustees
Lee DeLieto, Sr., Chair and Plymouth Harbor, Inc. Trustee
Lee DeLieto, Sr. joined the Commercial Group at Michael Saunders & Company more than 15 years ago and has repeatedly received “Top Commercial Real Estate Producer” recognition. Lee is a member of The Greater Sarasota County Economic Development Council, The Sarasota Chamber of Commerce, a member and past president of The Commercial Investment Division (CID) of the Sarasota Association of Realtors and a founder and board member of Insignia Bank. An active member of the Sarasota community, Lee is past president of the Downtown Sarasota Kiwanis Club, a former chairman of the board of the Sarasota County Boys & Girls Clubs, past board chair of the Sarasota University Club, and past president of the Sarasota Alumni Club of Phi Delta Theta. Lee can converse in Italian and in his spare time enjoys sport fishing and reading.
Kathryn Angell Carr, Plymouth Harbor, Inc. Trustee
Kathryn Angell Carr is a member of our corporate board, and is a partner at Shumaker, Loop & Kendrick, LLP where she is Board Certified in Real Estate Law. She has been practicing in Sarasota since 1982, with experience in virtually all aspects of the real estate transaction practice. Kathryn draws on the knowledge she has gained from developing her law practice concurrent with the development of Sarasota County for more than 30 years. Kathryn was born in Mason City, Iowa, received a Bachelor of Science degree in Political Science from Iowa State University and earned her law degree from the University of Florida. In addition to Plymouth Harbor, Kathryn previously served on several community boards, including, but not limited to, The Argus Foundation, Animal Rescue Coalition, Sarasota County Arts Council (of counsel) and Sarasota Ballet of Florida. She has three stepchildren and six grandchildren. When Kathryn is not busy helping clients, she enjoys arts and fishing.
Janette Albrecht, Resident of Plymouth Harbor
For 43 years, Janette was a practicing psychiatrist, helping suffering patients learn how to lead more happy and productive lives. In addition to her private practice, Janette was the clinical director of the Hutchings Psychiatric Center in Syracuse, New York and a distinguished life fellow of the American Psychiatric Association. She has lived at Plymouth Harbor since 2019.
Elli Baldwin, Member At-Large
Elli is the Co-Founder and Owner of Sunways Senior Living Concierge, a free senior placement and concierge service headquartered in Sarasota that serves the Suncoast. Elli is passionate about advocating for the senior community and family caregivers on their journey. She is also very involved in the local Sarasota philanthropic community as a past President of Designing Daughters (now Donors of Distinction) which supports many local non-profits in our community. Elli enjoys spending time outside with her family and loves cooking and holistic health.
Marie Belcher, Resident of Plymouth Harbor
Marie Belcher retired as a professional in the insurance business. During her career, she held the title of Vice President for Property-Casualty Underwriting for Aetna, leaving the company in 1991 after working her way up from starting in the mailroom. She finished her career as senior vice-president of another insurance company. She and her husband, Tom, developed an executive search firm specializing in senior financial positions which the duo enjoyed running until they closed it in 2001. Volunteering, working with a local author and philanthropist and managing her private foundation filled the time until 2010. She and Tom have been residents of Plymouth Harbor since 2013. Marie studied at the State University of New York in Buffalo, and she earned a Bachelor of Science degree with Distinction in industrial relations and finance, plus and election to Beta Gamma Sigma. Marie grew up in Buffalo as the middle child of a thoracic surgeon, from a large Brooklyn Lebanese family. Her mother, a nurse anesthetist, and her father served near the front lines in Africa, Italy and France in World War II.
Jack Kidd, Resident of Plymouth Harbor
Jack and Jane Kidd became Plymouth Harbor residents in December of 2017. They moved to Longboat Key in 2004, having spent most of their family life in Jackson, Ohio. Jack and a partner bought Oak Hill Banks in 1970, which after much success was merged with WesBanco of Wheeling, West Virginia in 2007. He served on that board until 2011. Jack has most recently served two years as President of the Board of The Glasser Schoenbaum Human Services Center in Sarasota (2014-2018). He also served the Bird Key Yacht Club Board of Governors, the Sanctuary Condo Board of Trustees and the Waterclub Condo Board of Trustees, as well as countless boards in Ohio. He and Jane have three children and five beautiful grandchildren.
Robert (Bobby) Overall, Member At-Large
Bobby Overall has become very familiar with Plymouth Harbor, as his parents, Bob and Mathilda Overall, lived here from 2001 until their deaths in 2018 and 2016, respectively. Bobby was president and majority owner of Coastal Bridge Company, a 250-employee highway, bridge and marine construction company in Louisiana, which he sold and retired from in 2013. He holds a Bachelor of Science degree in Civil Engineering from Louisiana State University. He is currently a director of Associated General Contractors of America and a past board member and past president of Louisiana Associated General Contractors. He has been involved on several volunteer boards including Junior Chamber of Commerce of Baton Rouge, Jefferson United Methodist of Baton Rouge and Sarasota Yacht Club. He and his wife Cindy reside in Baton Rouge and have a second home docked at Sarasota Yacht Club.
Judith Schwartzbaum, Member At-Large
As a financial advisor since 1985, Judith has helped families prepare for the most important things in their lives – college for children and grandchildren, planning and funding retirement, and building contingencies for life’s unforeseen surprises. As the senior partner of The Schwartzbaum Urfer Group at Morgan Stanley in Sarasota, Judith and her team focus of all aspects of wealth for their clients. She provides highly personalized and comprehensive wealth management strategies which includes financial planning, charitable giving strategies, estate, trust and tax coordination with the client’s attorney and CPA, risk management and family wealth education. Judith has been named to Forbes “Top 250 Women Wealth Advisors”, Forbes “Top Wealth Advisors Best in State and Top Women Wealth Advisors Best in State” 2018-2023 and “Top Teams “2023. She grew up in Wisconsin, received a BA from the University of Wisconsin – Madison, and an MA from The University of Wisconsin – Milwaukee. Having vacationed in Sarasota since a teenager, Judith relocated to Sarasota in 1994. Plymouth Harbor is very familiar to Judith as both her mother and husband, Dr. Leonard Schwartzbaum, received excellent skilled nursing and end of life care at Plymouth Harbor’s Smith Care Center. Between 2013 and 2018, Len’s Service Dog Bella would visit Len every weekend. Bella, a Black Lab, loved being outside with Len and visiting the other Smith Care Center residents.
Natallia Dziatsel, Plymouth Harbor, Inc. Chief Financial Officer, Secretary/Treasurer
Natallia Dziatsel is the Vice President and CFO of Plymouth Harbor on Sarasota Bay, joining in January 2018. Previously, she worked closely with our Accounting Department on audits as an Audit Supervisor with Moore Stephens Lovelace CPAs & Advisors (MSL) in their Tampa office. Additionally, she also served as a Senior Auditor in the Public Sector Group of Clifton Larson Allen in St. Louis, Missouri. In total, she has more than 10 years of experience, with seven of them being in public accounting. Natallia holds her Certified Public Accountant (CPA) certification as well as the distinguished Chartered Global Management Accountant (CGMA) designation — a professional management accounting designation that recognizes experience and skills in finance, operations, strategy and management in a global setting.
Jeff Weatherhead, Plymouth Harbor, Inc. Chief Executive Officer, Vice-Chair
Jeff Weatherhead, President and CEO of Plymouth Harbor on Sarasota Bay, was named to the leadership position in June 2022. Prior to his arrival at Plymouth Harbor, he was Chief Operating Officer for Aldersgate Life Plan Services in Charlotte, NC where he served since 2014. He previously served as Executive Director for Westminster Shores in St. Petersburg, FL, Westminster Woods in Jacksonville, and Mason Christian Village in Mason, OH. A graduate of Bowling Green State University and Xavier University where he earned his Bachelor’s degree in Interpersonal and Public Communications and Master of Health Services Administration, Jeff is also a Fellow in the LeadingAge Leadership Academy (2017) and LeadingAge Leadership Educator Program (2018). He and his wife Leslie have two adult children and two grandchildren.
Beth Watson, Plymouth Harbor, Inc. Vice President of Philanthropy
Beth Watson is a native Rhode Islander with more than two decades of fundraising experience. Beth graduated from Rhode Island College with a Bachelor of Arts in Communication and has continued her education at various other institutions including Merrimack College, Emerson College and Harvard University. Throughout her professional life, Beth has employed a four-tiered philosophy: communication, expectations, accessibility and accountability. Both her professional and personal experience have shaped her into someone who is deeply committed to helping others, and she feels “honored to continue to articulate a faith-based vision and mission for Plymouth Harbor and its donors, bracing them for future, sustainable growth for generations to come.”