SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2020-11-16
IRS object ID: 202003219349302205
Schema version: 2019v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T07:58:03-06:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	592309183	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUGHES SNELL & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1470 ROYAL PALM SQUARE BLVD	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339191082	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596580974	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST FLORIDA COMMUNITY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2392745900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Person Title	PRESIDENT / CEO	PersonTitleTxt
Phone	2392745900	PhoneNum
Signature	2020-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATTI R HARDIN	PreparerPersonNm
PTIN	P00371840	PTIN
Phone	2399392233	PhoneNum
Preparation	2020-11-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.129.180.18	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-16	IPDt
IP Tm	07:58:03	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	72F0062C4C36F2B8AC50CF1942EBA0538B48440F	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4B4D2F09D592C184E174C119CD7AA46EDD485DCC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SARAH OWEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$84,009,085	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FLORIDACOMMUNITY.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND	ActivityOrMissionDesc
Voting Members Governing Body	23	VotingMembersGoverningBodyCnt
Voting Members Independent	23	VotingMembersIndependentCnt
Total Employee	20	TotalEmployeeCnt
Total Volunteers	251	TotalVolunteersCnt
Total Gross UBI	-$53,255	TotalGrossUBIAmt
PY Contributions Grants	$13,041,091	PYContributionsGrantsAmt
CY Contributions Grants	$14,052,567	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$8,100,134	PYInvestmentIncomeAmt
CY Investment Income	-$659,444	CYInvestmentIncomeAmt
PY Other Revenue	$362,695	PYOtherRevenueAmt
CY Other Revenue	$329,029	CYOtherRevenueAmt
PY Total Revenue	$21,503,920	PYTotalRevenueAmt
CY Total Revenue	$13,722,152	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,891,202	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,877,499	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,654,139	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,711,787	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$384,522	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,164,866	PYOtherExpensesAmt
CY Other Expenses	$2,278,916	CYOtherExpensesAmt
PY Total Expenses	$9,710,207	PYTotalExpensesAmt
CY Total Expenses	$10,868,202	CYTotalExpensesAmt
PY Revenues Less Expenses	$11,793,713	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,853,950	CYRevenuesLessExpensesAmt
Total Assets BOY	$141,602,570	TotalAssetsBOYAmt
Total Assets EOY	$146,689,909	TotalAssetsEOYAmt
Total Liabilities BOY	$21,326,701	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$21,580,313	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$120,275,869	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$125,109,596	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$5,464,066	ExpenseAmt
Grant	$4,086,500	GrantAmt
Revenue	$8,349,809	RevenueAmt
Desc	NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS. THE FOUNDATION ESTABLISHED ITS FIRST DESIGNATED ENDOWMENT FUND FOR THE PHILANTHROPIC AND PROGRAMMATIC WORK OF THE COLLABORATORY THROUGH THE GENEROSITY OF INSPIRED PHILANTHROPISTS. THE COLLABORATORY IS AN IMPACT INVESTING INITIATIVE DESIGNED TO SUPPORT THE VITAL WORK OF THE REGION'S NONPROFIT ORGANIZATION AND COMMUNITY MEMBERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,325,799	ExpenseAmt
Grant	$991,547	GrantAmt
Revenue	$2,025,995	RevenueAmt
Desc	SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAM FOLLOW GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION DISTRIBUTES SCHOLARSHIP AWARDS DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE AWARDED STUDENT. THE SCHOLARSHIP PROCESS HAS BEEN REFINED TO INCREASE MULTI-YEAR SCHOLARSHIPS, TO ASSIST ALL STUDENT APPLICANTS (REGARDLESS OF RACE, ETHNICITY, GENDER, ETC.) BY OPENING MORE SCHOLARSHIP FUNDING OPPORTUNITIES BASED ON THE STUDENT APPLICANT'S ELIGIBILITY, AND TO ASSIST STUDENTS SEEKING CERTIFICATIONS FROM TECHNICAL SCHOOLS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,175,326	ExpenseAmt
Grant	$879,010	GrantAmt
Revenue	$1,796,052	RevenueAmt
Desc	COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. THE COMPETITIVE GRANT APPLICATION AND MONITORING PROCESS FOR PROGRAMS SUCH AS COMMUNITY IMPACT GRANTS, ARTS AND ATTRACTION, AND WOMEN'S LEGACY FUND HAVE BEEN SIMPLIFIED TO HELP THE NONPROFITS SEEK FUNDING BY SUBMITTING THEIR BEST IDEAS TO SOLVE ISSUES AFFECTING OUR REGION. THEY ARE INVITED INTO THE FOUNDATION'S COMPASSIONATE SHARK TANK TO PITCH THEIR IDEA TO A PANEL OF COMMUNITY EXPERTS AS WELL AS A GROUP OF PHILANTHROPISTS WHO COME TO LEARN ABOUT COMMUNITY NEEDS AND SUPPORT SOLUTIONS. IN ADDITION, THE FOUNDATION HAS BEGUN OFFERING MULTI-YEAR RENEWABLE GRANTS WITH THE INTENT OF SOLVING A SPECIFIC IDENTIFIED NEED.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$1,230,724	ExpenseAmt
Grant	$920,442	GrantAmt
Revenue	$1,880,711	RevenueAmt
Desc	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,230,724	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$920,442	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,880,711	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$9,195,915	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	66	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	20	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	23	GoverningBodyVotingMembersCnt
Independent Voting Member	23	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Phone	2392745900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ROBBIE ROEPSTORFF
CHAIR	3.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
DENNIE HAMILTON
VICE CHAIR	3.00		Yes (X)	Yes (X)	$0	$0	$0
GAIL MARKHAM
SEC / TREAS	3.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
DR LARRY A HOBBS
IMMEDIATE PA	3.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
JUAN BENDECK
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CAROLYN CONANT
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
MARY BETH CRAWFORD
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CHAUNCEY GOSS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CRAIG FOLK
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
HUGH KINSEY JR
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ALAN MANDEL
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
FRED MOON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
DALE REISS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
MALIKE ADIGUN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
INDERA DEMINE
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
GAY THOMPSON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
AYSEGUL TIMUR
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
HOWARD LELAND
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
HARRISON S KNIGHT
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
GARY GRIFFIN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
KATHY DUPUY-BRUNO
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
MYRA HALE WALTERS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
SARAH OWEN
PRESIDENT /	50.00	5.00	Yes (X)	Yes (X)	$393,661	$0	$35,154
LUIS A LEON
CFO	50.00	0.00		Yes (X)	$88,461	$0	$12,285
PETER OCSODY
CHIEF STRATE	40.00	0.00		Yes (X)	$99,962	$0	$9,892

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$582,084	TotalReportableCompFromOrgAmt
Total Other Compensation	$57,331	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
COUHIG PARTNERS LLC
1100 POYDRAS STREET 3250	NEW ORLEANS	LA	70163	LEGAL SERVICES	$150,452
MARKHAM NORTON MOSTELLER WRIGHT & CO
8961 CONFERENCE DRIVE SUITE 1	FORT MYERS	FL	33919	PROF SERVICES	$135,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$600,000	GovernmentGrantsAmt
All Other Contributions	$13,452,567	AllOtherContributionsAmt
Noncash Contributions	$1,613,283	NoncashContributionsAmt
Total Contributions	$14,052,567	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,412,263	TotalRevenueColumnAmt
Exclusion	$2,412,263	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$62,391	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$146,191	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$83,800	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$83,800	TotalRevenueColumnAmt
Unrelated Business Revenue	-$53,255	UnrelatedBusinessRevenueAmt
Exclusion	-$30,545	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$63,962,825	SecuritiesAmt
Other	$3,106,210	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$70,140,742	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$6,177,917	SecuritiesAmt
Other	$3,106,210	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,071,707	TotalRevenueColumnAmt
Exclusion	-$3,071,707	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PPP LOAN FORGIVENESS	$253,700	$253,700
MISCELLANEOUS INCOME	$159,129	$159,129

Field	Value	IRS element (for citing)
Other Revenue Total	$412,829	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,722,152	TotalRevenueColumnAmt
Related Or Exempt Func Income	$412,829	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$53,255	UnrelatedBusinessRevenueAmt
Exclusion	-$689,989	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,885,952	TotalAmt
Program Services	$5,885,952	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$991,547	TotalAmt
Program Services	$991,547	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$554,319	TotalAmt
Program Services	$293,789	ProgramServicesAmt
Management And General	$166,296	ManagementAndGeneralAmt
Fundraising	$94,234	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$937,393	TotalAmt
Program Services	$496,818	ProgramServicesAmt
Management And General	$281,218	ManagementAndGeneralAmt
Fundraising	$159,357	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$21,014	TotalAmt
Program Services	$11,138	ProgramServicesAmt
Management And General	$6,304	ManagementAndGeneralAmt
Fundraising	$3,572	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$103,595	TotalAmt
Program Services	$54,905	ProgramServicesAmt
Management And General	$31,079	ManagementAndGeneralAmt
Fundraising	$17,611	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$95,466	TotalAmt
Program Services	$50,597	ProgramServicesAmt
Management And General	$28,640	ManagementAndGeneralAmt
Fundraising	$16,229	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,080	TotalAmt
Management And General	$900	ManagementAndGeneralAmt
Fundraising	$180	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$46,427	TotalAmt
Program Services	$24,606	ProgramServicesAmt
Management And General	$13,928	ManagementAndGeneralAmt
Fundraising	$7,893	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$220,363	TotalAmt
Program Services	$116,792	ProgramServicesAmt
Management And General	$66,109	ManagementAndGeneralAmt
Fundraising	$37,462	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$778,304	TotalAmt
Program Services	$660,065	ProgramServicesAmt
Management And General	$115,322	ManagementAndGeneralAmt
Fundraising	$2,917	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$88,914	TotalAmt
Program Services	$26,378	ProgramServicesAmt
Management And General	$59,335	ManagementAndGeneralAmt
Fundraising	$3,201	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$197,533	TotalAmt
Program Services	$79,118	ProgramServicesAmt
Management And General	$107,650	ManagementAndGeneralAmt
Fundraising	$10,765	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$315,257	TotalAmt
Program Services	$160,458	ProgramServicesAmt
Management And General	$150,638	ManagementAndGeneralAmt
Fundraising	$4,161	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,334	TotalAmt
Program Services	$5,259	ProgramServicesAmt
Management And General	$11,757	ManagementAndGeneralAmt
Fundraising	$1,318	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$50,799	TotalAmt
Program Services	$18,144	ProgramServicesAmt
Management And General	$28,494	ManagementAndGeneralAmt
Fundraising	$4,161	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$265,539	TotalAmt
Program Services	$133,751	ProgramServicesAmt
Management And General	$131,788	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$30,792	TotalAmt
Program Services	$15,672	ProgramServicesAmt
Management And General	$14,714	ManagementAndGeneralAmt
Fundraising	$406	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$60,321	TotalAmt
Program Services	$30,702	ProgramServicesAmt
Management And General	$28,823	ManagementAndGeneralAmt
Fundraising	$796	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROJECTS	$105,017	$105,017
DUES & SUBSCRIPTIONS	$30,669	$1,883	$25,933	$2,853
RELATIONSHIPS	$26,164	$9,906	$3,162	$13,096
PRINTING AND PUBLICATION	$23,947	$19,846	$799	$3,302

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,456	TotalAmt
Program Services	$3,572	ProgramServicesAmt
Management And General	$14,876	ManagementAndGeneralAmt
Fundraising	$1,008	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,868,202	TotalAmt
Program Services	$9,195,915	ProgramServicesAmt
Management And General	$1,287,765	ManagementAndGeneralAmt
Fundraising	$384,522	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,517,631	BOYAmt
EOY	$2,134,285	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$695,333	BOYAmt
EOY	$13,274	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,651,000	BOYAmt
EOY	$6,651,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$44,701	BOYAmt
EOY	$53,930	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,817,777	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$620,633	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,299,182	BOYAmt
EOY	$11,197,144	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$97,212,337	BOYAmt
EOY	$99,983,854	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,182,386	BOYAmt
EOY	$26,656,422	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$141,602,570	BOYAmt
EOY	$146,689,909	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$255,621	BOYAmt
EOY	$281,562	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,283,377	BOYAmt
EOY	$1,616,908	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$16,800,000	BOYAmt
EOY	$16,800,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,987,703	BOYAmt
EOY	$2,881,843	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$21,326,701	BOYAmt
EOY	$21,580,313	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$94,323,149	BOYAmt
EOY	$97,327,801	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,952,720	BOYAmt
EOY	$27,781,795	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$120,275,869	BOYAmt
EOY	$125,109,596	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$141,602,570	BOYAmt
EOY	$146,689,909	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,853,950	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,068,999	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$910,778	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,930,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,973,380	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,960,544	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,450,502	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,932,816	CurrentTaxYearAmt
Total	$32,247,983	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,930,741	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,973,380	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,960,544	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,450,502	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,932,816	CurrentTaxYearAmt
Total	$32,247,983	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,474,487	SubstantialContributorsTotAmt
Public Support Total170	$26,773,496	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$822,960	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,404,640	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,854,332	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,808,711	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,449,564	CurrentTaxYearAmt
Total	$8,340,207	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$40,588,190	TotalSupportAmt
Gross Receipts Rltd Activities	$4,564,871	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65960	PublicSupportCY170Pct
Public Support PY170	0.65440	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	147	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	2	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$2,223,081	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$15,394	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$2,864,647	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$23,553,227	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$87,655	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$164,525	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	ARTIST RECOGNITION PROG	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$85,437,134	BeginningYearBalanceAmt
Contributions	$5,089,339	ContributionsAmt
Investment Earnings Or Losses	$55,320	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,573,311	GrantsOrScholarshipsAmt
Administrative Expenses	$1,765,396	AdministrativeExpensesAmt
End Year Balance	$83,243,086	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$74,684,227	BeginningYearBalanceAmt
Contributions	$13,434,585	ContributionsAmt
Investment Earnings Or Losses	$2,934,966	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,461,907	GrantsOrScholarshipsAmt
Administrative Expenses	$1,154,737	AdministrativeExpensesAmt
End Year Balance	$85,437,134	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$68,804,966	BeginningYearBalanceAmt
Contributions	$7,039,696	ContributionsAmt
Investment Earnings Or Losses	$4,478,462	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,443,436	GrantsOrScholarshipsAmt
Administrative Expenses	$1,195,461	AdministrativeExpensesAmt
End Year Balance	$74,684,227	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$58,351,450	BeginningYearBalanceAmt
Contributions	$7,981,840	ContributionsAmt
Investment Earnings Or Losses	$7,171,922	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,548,078	GrantsOrScholarshipsAmt
Administrative Expenses	$1,152,168	AdministrativeExpensesAmt
End Year Balance	$68,804,966	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$59,613,288	BeginningYearBalanceAmt
Contributions	$4,186,373	ContributionsAmt
Investment Earnings Or Losses	-$218,618	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,972,655	GrantsOrScholarshipsAmt
Administrative Expenses	$1,256,938	AdministrativeExpensesAmt
End Year Balance	$58,351,450	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98390	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01610	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,901,234	OtherCostOrOtherBasisAmt
Depreciation	$409,391	DepreciationAmt
Book Value	$10,491,843	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$749,136	OtherCostOrOtherBasisAmt
Depreciation	$211,242	DepreciationAmt
Book Value	$537,894	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$167,407	OtherCostOrOtherBasisAmt
Book Value	$167,407	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$11,197,144	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED GIFTS REC - CRTS / CLTS	$23,612,640
CONTRIBUTIONS RECEIVABLE	$1,889,633
DEFERRED GIFTS REC - CGAS	$752,251
LIFE INSURANCE - REMAINDER INTEREST	$271,527
OTHER ASSETS	$130,371

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$26,656,422	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
FUNDS HELD AS AGENCY ACCOUNTS	$2,484,004
ANNUITY OBLIGATIONS	$397,839

Field	Value	IRS element (for citing)
Total Liability	$2,881,843	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$15,863,710	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,068,999	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$9,751	DonatedServicesAndUseFcltsAmt
Other Revenue	$1,299,456	OtherRevenueAmt
Revenue Not Reported	$2,378,206	RevenueNotReportedAmt
Revenue Subtotal	$13,485,504	RevenueSubtotalAmt
Investment Expenses Not Incld	$214,114	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$22,534	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$236,648	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,722,152	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,029,983	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$9,751	DonatedServicesUseFcltsAmt
Other Expenses Included	$674,430	OtherExpensesIncludedAmt
Expenses Not Reported	$684,181	ExpensesNotReportedAmt
Expenses Subtotal	$10,345,802	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$214,114	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$308,286	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$522,400	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$10,868,202	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART III, LINE 4	THE ARTWORK HAS BEEN DONATED BY LOCAL ARTISTS AND IS DISPLAYED FOR THE PURPOSE OF BUILDING COMMUNITY ARTS AWARENESS.
SCHEDULE D, PAGE 2, PART V, LINE 4	TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY.
SCHEDULE D, PAGE 3, PART X	BASED ON AN EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	EXPENSES ALLOCATED TO RENTAL REVENUE 146,191 INVESTMENT INCOME TO CUBAN PETE 45 CONTRIBUTION TO CUBAN PETE 1,132,175 AGENCY FUND INVESTMENT INCOME 21,045
SCHEDULE D, PAGE 4, PART XI, LINE 4B	FEES FOR SERVICES TO CUBAN PETE 15,000 FEES FOR SERVICES TO SUPPORT ORG 7,534
SCHEDULE D, PAGE 4, PART XII, LINE 2D	EXPENSES ALLOCATED TO RENTAL REVENUE 146,191 EXPENSES ALLOCATED TO CUBAN PETE 2,965 EXPENSES ALLOCATED TO SUPPORT ORG 525,274
SCHEDULE D, PAGE 4, PART XII, LINE 4B	INVESTMENT FEES ALLOCATED TO AGENCY FD 6,249 AGENCY FUND GRANTS 68,029 PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 70,008 RENT EXPENSE TO SUPPORT ORG 164,000

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (160 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ABUSE COUNSELING & TREATMENT INC
PO BOX 60401	FORT MYERS	FL	33906	591864735	501(C)	$14,500	GEN OP / SPEC PRGM
ALLEN COUNTY SOCIETY FOR THE PREV
4914 S HANNA STREET	FORT WAYNE	IN	46806	356042135	501(C)	$750,000	CAPITAL CONTRIBUTION
ALZHEIMERS DISEASE & REL DISORDERS
14010 ROOSEVELT BLVD STE 709	CLEARWATER	FL	33762	133039601	501(C)	$13,950	GEN OP / SPEC PRGM
AMERICANS FOR IMMIGRANT JUSTICE
6355 NW 36TH ST SUITE 2201	MIAMI	FL	33166	650610872	501(C)	$100,000	SPECIFIC PROGRAM
ANIMAL REFUGE CENTERINC
P O BOX 62605	FORT MYERS	FL	33906	650057419	501(C)	$55,061	GEN OP/ SPEC PRGM
ANIMAL RESCUE OF LABELLE INC
PO BOX 2441	LABELLE	FL	33935	650404638	501(C)	$10,000	GEN OP SUPPORT
BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)	$29,896	GEN OP / SPEC PRGM
BAY CHAMBER CONCERTS INC
PO BOX 599	ROCKPORT	ME	04856	016023519	501(C)	$30,000	GEN OP SUPPORT
BIDEAWEE INC
410 E 38TH ST	NEW YORK	NY	10016	131655210	501(C)	$9,551	GEN OP SUPPORT
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT	BONITA SPRINGS	FL	34134	473563908	501(C)	$35,000	GEN OP / SPEC PRGM
BONITA SPRINGS ASSISTANCE OFFICE
PO BOX 16	BONITA SPRINGS	FL	34133	592337909	501(C)	$6,000	GEN OP SUPPORT
BONITA SPRINGS CONCERT BAND INC
PO BOX 367872	BONITA SPRINGS	FL	34136	262505389	501(C)	$6,000	SPECIFIC PROGRAM
BONITA SPRINGS HISTORICAL SOCIETY
PO BOX 3015	BONITA SPRINGS	FL	34133	592482932	501(C)	$5,500	SPECIFIC PROGRAM
BONITA SPRINGS CHAMBER OF COMMERCE
25071 CHAMBER OF COMMERCE DRIVE	BONITA SPRINGS	FL	34135	650266046	501(C)	$5,500	SPECIFIC PROGRAM
BONITA WONDER GARDENS INC
27180 OLD 41 ROAD	BONITA SPRINGS	FL	34135	464168846	501(C)	$23,600	SPECIFIC PROGRAM
BRIGHTER BITES
PO BOX 25456	HOUSTON	TX	77265	474070026	501(C)	$20,500	SPECIFIC PROGRAM
BRIDGE TO A CURE FOUNDATION
2031 JACKSON STREET SUITE 160	FORT MYERS	FL	33901	843024608	501(C)	$19,470	GEN OP SUPPORT
BRIDGE A LIFE IN
1605 MAIN STREET SUITE 703	SARASOTA	FL	34236	462391027	501(C)	$10,000	GEN OP SUPPORT
CALOOSA HUMANE SOCIETY
P O BOX 2337	LABELLE	FL	33975	650759567	501(C)	$35,775	GEN OP SUPPORT
CALUSA NATURE CENTER & PLANETARIUM
3450 ORTIZ AVE	FORT MYERS	FL	33905	237090889	501(C)	$6,807	GEN OP SUPPORT
CALUSA WATERKEEPER
PO BOX 1165	FORT MYERS	FL	33902	650565226	501(C)	$37,111	GEN OP / SPEC PRGM
CAPE CORAL ANIMAL SHELTER
1217 CAPE CORAL PKWY E 235	CAPE CORAL	FL	33904	813632884	501(C)	$135,200	GEN OP / SPEC PRGM
CAPE CORAL TECHNICAL COLLEGE
360 SANTA BARBARA BOULEVARD NORTH	CAPE CORAL	FL	33993		501(C)	$24,537	SPECIFIC PROGRAM
CAPTIVA CHAPEL BY THE SEA
PO BOX 188	CAPTIVA	FL	33924	596143042	501(C)	$11,334	GEN OP SUPPORT
CATHOLIC CHARITIES DIOCESE VENICE
PO BOX 5034	IMMOKALEE	FL	34143	592473176	501(C)	$20,000	SPECIFIC PROGRAM
CENTER FOR THE ARTS OF BONITA SPR
26100 OLD 41 ROAD	BONITA SPRINGS	FL	34135	650295085	501(C)	$23,040	SPECIFIC PROGRAM
CHARLOTTE HARBOR ENVIRO CENTER
10941 BURNT STORE RD	PUNTA GORDA	FL	33955	592853001	501(C)	$30,068	SPECIFIC PROGRAM
CHARLOTTE TECHNICAL COLLEGE
18150 MURDOCK CIRCLE	PORT CHARLOTTE	FL	33948	461998318	501(C)	$24,537	SPECIFIC PROGRAM
CHARLOTTE COMMUNITY FOUNDATION INC
227 SULLIVAN STREET	PUNTA GORDA	FL	33950	650455319	501(C)	$10,000	SPECIFIC PROGRAM
CHARITY FOR CHANGE INC
10681 AIRPORT PULLING ROAD SUITE 23	NAPLES	FL	34109	262139488	501(C)	$15,500	SPECIFIC PROGRAM
CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE	FORT MYERS	FL	33901	650007620	501(C)	$17,000	GEN OP SUPPORT
CHILDREN'S ADVOCACY CENTER OF COLL
1036 6TH AVE N	NAPLES	FL	34102	650049492	501(C)	$11,500	SPECIFIC PROGRAM
CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH ST	SHEBOYGAN	WI	53081	391214138	501(C)	$7,000	GEN OP SUPPORT
CITRUS CENTER BOYS & GIRLS CLUB INC
PO BOX 2666	WINTER HAVEN	FL	33883	590776417	501(C)	$6,540	GEN OP SUPPORT
CITY OF SANIBEL
800 DUNLAP ROAD	SANIBEL	FL	33957		GOV	$15,000	SPECIFIC PROGRAM
CITY OF FORT MYERS
PO BOX 340	FORT MYERS	FL	33902		GOV	$14,977	SPECIFIC PROGRAM
CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)	$28,427	GEN OP / SPEC PRGM
COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)	$10,226	GEN OP SUPPORT
COMMUNITY COOPERATIVE INC
P O 2143	FORT MYERS	FL	33902	592602772	501(C)	$131,690	GEN OP/ SPEC PRGM
COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300	ASHEVILLE	NC	28803	561223384	501(C)	$15,000	SPECIFIC PROGRAM
COMMUNITY HAVEN FOR ADULTS & CHILD
4405 DESOTO ROAD	SARASOTA	FL	34235	591305522	501(C)	$80,000	SPECIFIC PROGRAM
CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAY	NAPLES	FL	34102	591157084	501(C)	$49,000	SPECIFIC PROGRAM
COUNCIL ON FOUNDATIONS
P O BOX 75661	BALTIMORE	MD	21275	136068327	501(C)	$8,250	GEN OP SUPPORT
COVENANT PRESBYTERIAN CHURCH
2439 MCGREGOR BLVD	FORT MYERS	FL	33901	591150677	501(C)	$8,326	GEN OP / SPEC PRGM
CULTURAL PARK THEATRE COMPANY INC
528 CULTURAL PARK BOULEVARD	CAPE CORAL	FL	33990	591155302	501(C)	$7,400	SPECIFIC PROGRAM
DING DARLING WILDLIFE SOCIETY INC
1 WILDLIFE DR	SANIBEL	FL	33957	592240895	501(C)	$17,000	SPECIFIC PROGRAM
DIOCESE OF VENICE CATHOLIC FAITH AP
P O BOX 60759	FORT MYERS	FL	33906	271988145	501(C)	$12,000	GEN OP SUPPORT
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5023	HAGERSTOWN	MD	21741	133433452	501(C)	$5,350	GEN OP / SPEC PRGM
DOWNTOWN MAN CORP OF FT MYERS FL
PO BOX 1686	FORT MYERS	FL	33901	650542768	501(C)	$10,000	SPECIFIC PROGRAM
DR PIPER CENTER FOR SOCIAL SERVICES
2607 DR ELLA PIPER WAY	FORT MYERS	FL	33916	650788551	501(C)	$9,000	GEN OP SUPORT
ECHO INC
17391 DURRANCE ROAD	NORTH FORT MYERS	FL	33917	237275283	501(C)	$16,901	GEN OP / SPEC PRGM
EDISON SAILING CENTER
1420 DEL RIO DRIVE	FORT MYERS	FL	33901	592635134	501(C)	$5,538	GEN OP SUPPORT
ELEGANT RUMBA DANCE COMPANY LLC
506 SE 23RD TERRACE	CAPE CORAL	FL	33990			$40,000	SPECIFIC PROGRAM
EQUALITY FLORIDA INSTITUTE
PO BOX 13184	ST PETERSBURG	FL	33733	593435235	501(C)	$22,328	SPECIFIC PROGRAM
FAMILY INITIATIVE INCORPORATED
1242 SW PINE ISLAND RD SUITE 42-302	CAPE CORAL	FL	33991	461528487	501(C)	$50,500	SPECIFIC PROGRAM
FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE	NAPLES	FL	34109	440610626	501(C)	$10,000	GEN OP SUPPORT
FIDELITY CHARITABLE
PO BOX 77001	CINCINNATI	OH	45277	110303001	501(C)	$40,219	SPECIFIC PROGRAM
FIRST PRESBYTERIAN CHURCH
2438 SECOND ST	FORT MYERS	FL	33901	590823943	501(C)	$8,422	GEN OP SUPPORT
FLORIDA ARTS INC
2301 FIRST STREET	FORT MYERS	FL	33901	311536036	501(C)	$15,200	GEN OP / SPEC PRGM
FLORIDA DEPT HEALTH CHARLOTTE CTY
1100 LOVELAND BLVD	PORT CHARLOTTE	FL	33980	593502843	GOV	$22,500	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S	FORT MYERS	FL	33965	650753801	501(C)	$175,924	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)	$105,896	GOEN OP / SPEC PRGM
FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST	DAYTONA BEACH	FL	32114	237377066	501(C)	$5,827	GEN OP SUPPORT
FLORIDA REPERTORY THEATRE
P O BOX 2483	FORT MYERS	FL	33902	650827621	501(C)	$18,250	GEN OP / SPEC PRGM
FLORIDA SOUTHWESTERN ST COLLEGE FD
8099 COLLEGE PARKWAY	FORT MYERS	FL	33919	596173638	501(C)	$7,000	GEN OP SUPPORT
FLORIDA BAPTIST CHILDREN'S HOMES
1015 SIKES BLVD	LAKELAND	FL	33815	590657326	501(C)	$41,782	SPECIFIC PROGRAM
FLORIDA LIONS EYE CLINIC
10322 PENNSYLVANIA AVENUE	BONITA SPRINGS	FL	34135	450560906	501(C)	$10,500	SPECIFIC PROGRAM
FORT MYERS BEACH ART ASSOC
P O BOX 2359	FORT MYERS	FL	33932	591004609	501(C)	$9,000	SPECIFIC PROGRAM
FORT MYERS COMMUNITY CONCERT ASSOC
P O BOX 606	FORT MYERS	FL	33902	591739068	501(C)	$12,099	GEN OP SUPPORT
FORT MYERS MURAL SOCIETY
2443 FIRST STREET	FORT MYERS	FL	33901	813755781	501(C)	$10,000	SPECIFIC PROGRAM
FORT MYERS TECHNICAL COLLEGE
3800 MICHIGAN AVE	FORT MYERS	FL	33916		501(C)	$24,537	SPECIFIC PROGRAM
FOUND FOR LEE COUNTY PUBLIC SCHOOLS
PO BOX 1608	FORT MYERS	FL	33902	592637849	501(C)	$8,685	GEN OP SUPPORT
FOUND OF THE PENNSYLVANIA MEDICAL
PO BOX 8820	HARRISBURG	PA	17105	231511600	501(C)	$6,000	SPECIFIC PROGRAM
FRIENDS OF THE MOUND HOUSE
P O BOX 154	FORT MYERS	FL	33931	562544250	501(3)	$8,200	SPECIFIC PROGRAM
GHOSTBIRD THEATRE COMPANY
2797 1ST STREET UNIT 305	FORT MYERS	FL	33916	461921355	501(C)	$6,000	SPECIFIC PROGRAM
GLADIOLUS LEARNING & DEVEL CNTR
10320 GLADIOLUS DR	FORT MYERS	FL	33908	237378076	501(C)	$14,887	GEN OP SUPPORT
GLADIOLUS FOOD PANTRY
15011 GLADIOLUS DR	FORT MYERS	FL	33908	471788033	501(C)	$19,343	GEN OP SUPPORT
GLOBAL EMPOWERMENT MISSION INC
1040 BISCAYNE BOULEVARD SUITE 2403	MIAMI	FL	33313	453782061	501(C)	$15,000	SPECIFIC PROGRAM
GOOD SHEPPARD UNITED METHODIST
2951 TRAIL DAIRY CIRCLE	NORTHE FORT MYERS	FL	33917	650336641	501(C)	$164,545	GEN OP SUPPORT
GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)	$77,333	GEN OP / SPEC PRGM
GUADALUPE CENTER INC
509 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)	$11,763	GEN OP SUPPORT
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST	FORT MYERS	FL	33916	590806978	501(C)	$37,033	GEN OP / SPEC PRGM
GULF COAST SYMPHONY
P O BOX 60878	FORT MYERS	FL	33906	650666748	501(C)	$13,525	GEN OP / SPEC PRGM
GULFSHORE OPERA INC
3281 GOLDEN GATE BLVD W	NAPLES	FL	34120	470989874	501(C)	$12,000	SPECIFIC PROGRAM
HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	592236174	501(C)	$102,687	GEN OP / SPEC PRGM
HARRY CHAPIN FOOD BANK OF SWFL
3760 FOWLER STREET	FORT MYERS	FL	33901	592332120	501(C)	$70,280	GEN OP / SPEC PRGM
HEALTHY START COALITION OF SWFL INC
1921 JEFFERSON AVENUE	FORT MYERS	FL	33901	650378720	501(C)	$50,500	SPECIFIC PROGRAM
HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980	LABELLE	FL	33975		GOV	$24,537	SPECIFIC PROGRAM
HIGHLAND UNITED METHODIST CHURCH
314 N FORT THOMAS AVENUE	FORT THOMAS	KY	41075		501(C)	$123,409	GEN OP SUPPORT
HOPE CLUBHOUSE OF SW FL
3602 BROADWAY AVE	FORT MYERS	FL	33901	300437443	501(C)	$79,773	GEN OP / SPEC PRGM
HOPE HOSPICE
9470 HEALTHPARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)	$45,810	GEN OP / SPEC PRGM
IMAGINARIUM GROUP INC
2000 CRANFORD AVENUE	FORT MYERS	FL	33916	650226984	501(C)	$12,000	SPECIFIC PROGRAM
IMMOKALEE TECHNICAL COLLEGE
508 N 9TH STREET	IMMOKALEE	FL	34142		501(C)	$24,537	SPECIFIC PROGRAM
INSTITUTE FOR CULINARY AWARENESS
5861 PANGOLA RD	FORT MYERS	FL	33905	461241361	501(C)	$13,000	SPECIFIC PROGRAM
INTERNATIONAL RESUE COMMITTEE INC
PO BOX 6068	ALBERT LEA	MN	56007	135660870	501(C)	$5,150	GEN OP SUPPORT
IRON GAIT PERCHERONS IN
114 HANCOCK MOUNTAIN TRAIL	WALESKA	GA	30183	451733782	501(C)	$40,000	GEN OP SUPPORT
JUDICAL WATCH INC
425 THIRD STREET SW SUITE 800	WASHINGTON	DC	20024	521885088	501(C)	$25,000	GEN OP SUPPORT
JUNIOR ACHIEVEMENT OF SWFL INC
13241 UNIVERSITY DRIVE SUITE 102	FORT MYERS	FL	33907	650503084	501(C)	$6,600	SPECIFIC PROGRAM
LABELLE HIGH SCHOOL
4050 EAST COWBOY WAY	LABELLE	FL	33935		GOV	$10,000	SPECIFIC PROGRAM
LAKES PARK ENRICHMENT FOUNDATION
P O BOX 61076	FORT MYERS	FL	33906	200671031	501(C)	$8,500	SPECIFIC PROGRAM
LEADERSHIP INSTITUTE
1101 N HIGHLAND STREET	ARLINGTON	VA	22201	510235174	501(C)	$25,000	GEN OP SUPPORT
LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)	$264,426	GEN OP / SPEC PRGM
LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE	FORT MYERS	FL	33912		GOV	$19,101	GEN OP SUPPORT
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT	FORT MYERS	FL	33908	592668992	501(C)	$6,470	GEN OP / SPEC PRGM
LEE COUNTY PARKS & REC
3410 PALM BEACH BLVD	FORT MYERS	FL	33916		GOV	$6,400	SPECIFIC PROGRAM
LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)	$59,672	GEN OP / SPEC PRGM
LEGACY FOUNDATION AT SHELL POINT
15010 SHELL POINT BOULEVARD	FORT MYERS	FL	33908	800002415	501(C)	$26,962	GEN OP / SPEC PRGM
LEGAL AID SERVICE OF COLLIER COUNTY
4436 TAMIAMI TRAIL E	NAPLES	FL	34112	591547191	501(C)	$50,500	SPECIFIC PROGRAM
LEHIGH COMMUNITY SERVICES INC
201 PLAZA DR SUITE 103	LEHIGH ACRES	FL	33936	591773738	501(C)	$60,065	GEN OP SUPPORT
LIBERTY YOUTH RANCH INC
PO BOX 366206	BONITA SPRINGS	FL	34136	383674666	501(C)	$13,000	GEN OP SUPPORT
LORENZO WALKER TECHNICAL COLLEGE
3702 ESTEY AVENUE	NAPLES	FL	34104		501(C)	$24,537	SPECIFIC PROGRAM
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540	BOSTON	MA	02114	041564655	501(C)	$68,074	GEN OP / SPEC PRGM
MUSEUM OF NJ MARITIME HISTORY INC
528 DOCK ROAD	BEACH HAVEN	NJ	08008	760730192	501(C)	$12,000	GEN OP SUPPORT
NAPLES SENIOR CENTER AT JFCS
5025 CASSTELLO DRIVE	NAPLES	FL	34103	453980909	501(C)	$43,731	GEN OP / SPEC PRGM
NCH HEALTHCARE SYSTEMS INC
PO BOX 234	NAPLES	FL	34106	592314655	501(C)	$6,000	GEN OP SUPPORT
NORTH CAROLINA WESLEYAN COLLEGE
3400 N WESLEYAN BLVD	ROCKY MOUNT	NC	27804	560686603	501(C)	$7,149	SPECIFIC PROGRAM
OCTAGON SEQUENCE OF EIGHT INC
41660 HORSESHOE ROAD	PUNTA GORDA	FL	33982	592298305	501(C)	$9,888	GEN OP SUPPORT
ORGAN TRANSPLANT RECIPIENTS OF SW
1110 NE 2ND PLACE	CAPE CORAL	FL	33909	043634834	501(C)	$10,000	SPECIFIC PROGRAM
PAWS LEE COUNTY INC
965 PONDELLA ROAD	NORTH FORT MYERS	FL	33903	943467822	501(C)	$37,798	GEN OP/SPEC PRGM
PACE CENTER FOR GIRLS OF LEE COUNTY
3800 EVANS AVENUE	FORT MYERS	FL	33901	592414492	501(C)	$6,297	GEN OP/SPEC PRGM
PACHAMAMA ALLIANCE
PO BOX 29191	SAN FRANCISCO	CA	94129	943249793	501(C)	$10,000	GEN OP SUPPORT
PARKINSON'S FOUNDATION INC
200 SE 1ST STREET SUITE 800	MIAMI	FL	33131	131866796	501(C)	$37,707	GEN OP SUPPORT
PLANNED PARENTHOOD OF SW AND CENT
736 CENTRAL AVENUE	SARASOTA	FL	34236	591274328	501(C)	$21,500	GEN OP/SPEC PRGM
PURE THOUGHTS INC
4348 145TH AVENUE NORTH	LOXAHATCHEE	FL	33470	061664566	501(C)	$20,000	GEN OP SUPPORT
QUALITY LIFE CENTER OF SW FL INC
PO BOX 1290	FORT MYERS	FL	33901	650321309	501(C)	$16,198	GEN OP SUPPORT
RABUN GAP NACOOCHEE SCHOOL
339 NACOOCHE DRIVE	RABUN GAP	GA	30568	580593430	501(C)	$10,000	SPECIFIC PROGRAM
RESIDENTIAL OPTIONS OF FLORIDA INC
3050 HORSESHOE DR N STE 285	NAPLES	FL	34104	471232139	501(C)	$50,500	SPECIFIC PROGRAM
SALVATION ARMY OF LEE HENDRY & GLA
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)	$64,480	GEN OP / SPEC PRGM
SALLY J PIMENTEL DEAF & HARD OF HEA
1860 BOY SCOUT DRIVE SUITE B 208	FORT MYERS	FL	33907	582398372	501(C)	$5,500	SPECIFIC PROGRAM
SANIBEL COMMUNITY ASSOCIATION
2173 PERIWINKLE WAY	SANIBEL	FL	33957	591060466	501(C)	$7,500	SPECIFIC PROGRAM
SANIBEL MUSIC FESTIVAL INC
PO BOX 1623	SANIBEL	FL	33957	650032845	501(C)	$7,625	SPECIFIC PROGRAM
SANIBEL SEA SCHOOL INC
PO BOX 1229	FORT MYERS	FL	33957	203684133	501(C)	$8,500	SPECIFIC PROGRAM
SANIBEL-CAPTIVA CONSERVATION FOUND
PO BOX 839	SANIBEL	FL	33957	591205087	501(C)	$18,399	SPECIFIC PROGRAM
SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BOULEVARD	FORT MYERS	FL	33966		GOV	$30,000	SPECIFIC PROGRAM
SEMINOLE BOOSTERS INC
PO BOX 1353	TALLAHASSEE	FL	32302	591561180	501(C)	$25,000	GEN OP SUPPORT
SHRINERS HOSPITAL FOR CHILDREN
12502 PINE DRIVE	TAMPA	FL	33612	362193608	501(C)	$8,044	GEN OP SUPPORT
SJC BOXING CLUB INC
3833 MAXINE STREET	FORT MYERS	FL	33901	650373379	501(C)	$49,250	SPECIFIC PROGRAM
SOUTHWEST FLORIDA SYMPHONY
8290 COLLEGE PARKWAY SUITE 103	FORT MYERS	FL	33919	591350404	501(C)	$29,643	GEN OP/ SPEC PRGM
SOUTHWEST FLORIDA HORSE RESCUE INC
14811 STATE ROAD 31	PUNTA GORDA	FL	33982	462031584		$35,000	GEN OP SUPPORT
SOUTHWEST FLORIDA ATTRATIONS ASSOC
PO BOX 60702	FORT MYERS	FL	33906	650618123	501(C)	$15,000	SPECIFIC PROGRAM
SOUTHWEST FLORIDA MILITARY MUSEUM
4820 LEONARD STREET	CAPE CORAL	FL	33904	474992030	501(C)	$15,000	SPECIFIC PROGRAM
SPECIAL EQUESTRIANS INC
PO BOX 61528	FORT MYERS	FL	33906	650250071	501(C)	$5,800	GEN OP SUPPORT
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)	$24,000	GEN OP SUPPORT
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE	FORT MYERS	FL	33901	590774200	501(C)	$9,896	GEN OP SUPPORT
STEVE RUMMLER HOPE NETWORK
12800 WHITESATER DR SUITE 100	MINNETONKA	MN	55343	452903444	501(C)	$31,000	GEN OP SUPPORT
SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET SUITE 110	FORT MYERS	FL	33901	262302491	501(C)	$67,400	GEN OP / SPEC PRGM
SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR	FORT MYERS	FL	33907	591150488	501(C)	$34,656	GEN OP SUPPORT
SYMPHONIC CHORALE OF SW FL
PO BOX 07105	FORT MYERS	FL	33919	452458215	501(C)	$15,000	SPECIFIC PROGRAM
THE UNCOMMON FRIENDS FOUNDATION
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)	$14,590	GEN OP / SPEC PRGM
THE HEIGHTS FOUNDATION
15570 HAGIE DR	FORT MYERS	FL	33908	651003872	501(C)	$37,000	GEN OP/SPEC PRGM
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$187,552	GEN OP / SPEC PRGM
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425	GAINESVILLE	FL	32604	590974739	501(C)	$6,750	GEN OP / SPEC PRGM
UNITARIAN UNIVERSALLIST CHURCH
13411 SHIRE LANE	FORT MYERS	FL	33912	591160337	501(C)	$10,000	SPECIFIC PROGRAM
UPAYA ZEN CENTER
1404 CERRO GORDO RD	SANTA FE	NM	87501	850402649	501(C)	$25,000	GEN OP SUPPORT
VALERIES HOUSE INC
PO BOX 1955	FORT MYERS	FL	33902	473701240	501(C)	$67,500	GEN OP / SPEC PRGM
WGCU PUBLIC MEDIA
10501 FGCU BOULEVARD S	FORT MYERS	FL	33965	650403969	501(C)	$6,250	GEN OP SUPPORT
WORLD CENTRAL KITCHEN
1875 CONNECTICUTE AVE NW 10TH FL	WASHINGTON	DC	20009	273521132	501(C)	$101,000	GEN OP / SPEC PRGM
YOUTH HAVEN INC
5867 WHITAKER ROAD	NAPLES	FL	34112	237065187	501(C)	$7,200	GEN OP/SPEC PRGM
ZION LUTHERAN CHURCH
7401 WINKLER RD	FORT MYERS	FL	33919	596473920	501(C)	$12,000	GEN OP SUPPORT
MISC GRANTS 5000 AND UNDER
2031JACKSON STREET SUITE 100	FORT MYERS	FL	33901		501(C)	$310,799	GEN OP / SPEC PRGM

Field	Value	IRS element (for citing)
Total501c3 Org	172	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ACADEMIC SCHOLARSHIPS	GrantTypeTxt
Recipient	135	RecipientCnt
Cash Grant	$991,547	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. WHEN A GRANT IS AWARDED, A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE(S) DESCRIBED IN THE PROPOSAL THAT THE GRANTEE ORGANIZATION HAD SUBMITTED TO THE FOUNDATION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Title	PRESIDENT / CEO	TitleTxt
Base Compensation Filing Org	$280,000	BaseCompensationFilingOrgAmt
Bonus Filing Organization	$100,400	BonusFilingOrganizationAmount
Other Compensation Filing Org	$13,261	OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org	$35,154	DeferredCompensationFlngOrgAmt
Total Compensation Filing Org	$428,815	TotalCompensationFilingOrgAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, PAGE 1, PART I, LINE 4	FormAndLineReferenceDesc
Explanation	SARAH OWEN 0 11,000 0	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	15	ContributionCnt
Noncash Contributions Rpt F990	$1,613,283	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PAGE 1, PART I, LINE 32B	FormAndLineReferenceDesc
Explanation	DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND TO TAKE ITS EXPANDED IDENTITY INTO CONSIDERATION WHEN SEEKING A NEW PHYSICAL OFFICE SPACE AND LOCATION ON THE SITE OF THE ATLANTIC COAST LINE RAILROAD DEPOT, IN FORT MYERS, FLORIDA.
FORM 990, PAGE 2, PART III, LINE 4D	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION.
FORM 990, PAGE 6, PART VI, LINE 11B	AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED.
FORM 990, PAGE 6, PART VI, LINE 15A	THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA.
FORM 990, PAGE 6, PART VI, LINE 15B	THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION.
FORM 990, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.FLORIDACOMMUNITY.COM AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR.
FORM 990, PART XI, LINE 9	EXPENSES ALLOCATED TO RENTAL REVENUE 146,191 INVESTMENT INCOME TO CUBAN PETE 45 CONTRIBUTION TO CUBAN PETE 1,132,175 AGENCY FUND INVESTMENT INCOME 21,045 FEES FOR SERVICES TO CUBAN PETE -15,000 FEES FOR SERVICES TO SUPPORT ORG -7,534 EXPENSES ALLOCATED TO RENTAL REVENUE -146,191 EXPENSES ALLOCATED TO CUBAN PETE -2,965 EXPENSES ALLOCATED TO SUPPORT ORG -525,274 INVESTMENT FEES ALLOCATED TO AGENCY FD 6,249 AGENCY FUND GRANTS 68,029 PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 70,008 RENT EXPENSE TO SUPPORT ORG 164,000 OTHER CHANGES IN NET ASSETS 0 TOTAL 910,778

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Business Name Line2DisregardedEntityName/BusinessNameLine2Txt
BONITA SPRINGS COMMUNITY FD LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274342648	INACTIVE	FL	NA
COMMUNITY FD OF SANIBEL-CAPTIVA LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274343844	INACTIVE	FL	NA
WOMENS LEGACY FUND LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274967919	INACTIVE	FL	NA
WOMENS LEGACY FUND OF SWFL LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274968412	INACTIVE	FL	NA
GOOD NEIGHBOR COMM FD OF SANIBEL-
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274343158	INACTIVE	FL	NA	CAPTIVA LLC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	300958830	SUP ORG	FL	501C3	12A	N/A	false
PEDRO CUBAN PETE ENDOWMENT INC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	843583084	SUP ORG	FL	501C3	12A	N/A	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SWFLCF SUPPORT ORGANIZATION INC
L	$7,534	ACTUAL COST
SWFLCF SUPPORT ORGANIZATION INC
K	$164,000	RENT - COMPARABLE VALUE
PEDRO (CUBAN PETE) ENDOWMENT INC
L	$15,000	ACTUAL COST