2020-11-16T07:58:03-06:00 2020-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191082 990 2019-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 SARAH OWEN PRESIDENT / CEO 2392745900 2020-11-15 true PATTI R HARDIN P00371840 2399392233 2020-11-13 67.129.180.18 2020-11-16 07:58:03 CS P 72F0062C4C36F2B8AC50CF1942EBA0538B48440F 4B4D2F09D592C184E174C119CD7AA46EDD485DCC 2019 2021-01-29 14:40:06Z SARAH OWEN 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 84009085 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL 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 23 23 20 251 -53255 13041091 14052567 0 8100134 -659444 362695 329029 21503920 13722152 5891202 6877499 0 1654139 1711787 0 384522 2164866 2278916 9710207 10868202 11793713 2853950 141602570 146689909 21326701 21580313 120275869 125109596 X 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 false false 5464066 4086500 8349809 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. 1325799 991547 2025995 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. 1175326 879010 1796052 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. 1230724 920442 1880711 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. 1230724 920442 1880711 9195915 true true false false false true false true false true true false false true true true false true false false false false false false false false false true true true false false false false false false false false true false false false true true false false false true 66 0 true 20 true true true false false false false true true false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false FL X X X SARAH OWEN 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 ROBBIE ROEPSTORFF CHAIR 3.00 0.00 X X 0 0 0 DENNIE HAMILTON VICE CHAIR 3.00 X X 0 0 0 GAIL MARKHAM SEC / TREAS 3.00 0.00 X X 0 0 0 DR LARRY A HOBBS IMMEDIATE PA 3.00 0.00 X X 0 0 0 JUAN BENDECK TRUSTEE 3.00 0.00 X 0 0 0 CAROLYN CONANT TRUSTEE 3.00 0.00 X 0 0 0 MARY BETH CRAWFORD TRUSTEE 3.00 0.00 X 0 0 0 CHAUNCEY GOSS TRUSTEE 3.00 0.00 X 0 0 0 CRAIG FOLK TRUSTEE 3.00 0.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 3.00 0.00 X 0 0 0 ALAN MANDEL TRUSTEE 3.00 0.00 X 0 0 0 FRED MOON TRUSTEE 3.00 0.00 X 0 0 0 DALE REISS TRUSTEE 3.00 0.00 X 0 0 0 MALIKE ADIGUN TRUSTEE 3.00 0.00 X 0 0 0 INDERA DEMINE TRUSTEE 3.00 0.00 X 0 0 0 GAY THOMPSON TRUSTEE 3.00 0.00 X 0 0 0 AYSEGUL TIMUR TRUSTEE 3.00 0.00 X 0 0 0 HOWARD LELAND TRUSTEE 3.00 0.00 X 0 0 0 HARRISON S KNIGHT TRUSTEE 3.00 0.00 X 0 0 0 GARY GRIFFIN TRUSTEE 3.00 0.00 X 0 0 0 KATHY DUPUY-BRUNO TRUSTEE 3.00 0.00 X 0 0 0 MYRA HALE WALTERS TRUSTEE 3.00 0.00 X 0 0 0 SARAH OWEN PRESIDENT / 50.00 5.00 X X 393661 0 35154 LUIS A LEON CFO 50.00 0.00 X 88461 0 12285 PETER OCSODY CHIEF STRATE 40.00 0.00 X 99962 0 9892 582084 57331 1 false true false COUHIG PARTNERS LLC 1100 POYDRAS STREET 3250 NEW ORLEANS LA 70163 LEGAL SERVICES 150452 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 PROF SERVICES 135000 2 600000 13452567 1613283 14052567 2412263 2412263 62391 146191 -83800 -83800 -53255 -30545 63962825 3106210 70140742 -6177917 3106210 -3071707 -3071707 PPP LOAN FORGIVENESS 253700 253700 MISCELLANEOUS INCOME 159129 159129 412829 13722152 412829 -53255 -689989 5885952 5885952 991547 991547 554319 293789 166296 94234 937393 496818 281218 159357 21014 11138 6304 3572 103595 54905 31079 17611 95466 50597 28640 16229 1080 900 180 46427 24606 13928 7893 220363 116792 66109 37462 778304 660065 115322 2917 88914 26378 59335 3201 197533 79118 107650 10765 315257 160458 150638 4161 18334 5259 11757 1318 50799 18144 28494 4161 265539 133751 131788 30792 15672 14714 406 60321 30702 28823 796 PROJECTS 105017 105017 DUES & SUBSCRIPTIONS 30669 1883 25933 2853 RELATIONSHIPS 26164 9906 3162 13096 PRINTING AND PUBLICATION 23947 19846 799 3302 19456 3572 14876 1008 10868202 9195915 1287765 384522 1517631 2134285 695333 13274 6651000 6651000 44701 53930 11817777 620633 10299182 11197144 97212337 99983854 25182386 26656422 141602570 146689909 255621 281562 1283377 1616908 16800000 16800000 2987703 2881843 21326701 21580313 X 94323149 97327801 25952720 27781795 120275869 125109596 141602570 146689909 X 2853950 1068999 910778 X false true X true false X 3930741 5973380 8960544 5450502 7932816 32247983 3930741 5973380 8960544 5450502 7932816 32247983 5474487 26773496 822960 1404640 1854332 1808711 2449564 8340207 40588190 4564871 0.65960 0.65440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147 2 2223081 15394 2864647 23553227 87655 true true 164525 X X ARTIST RECOGNITION PROG false 85437134 5089339 55320 5573311 1765396 83243086 74684227 13434585 2934966 4461907 1154737 85437134 68804966 7039696 4478462 4443436 1195461 74684227 58351450 7981840 7171922 3548078 1152168 68804966 59613288 4186373 -218618 3972655 1256938 58351450 0.98390 0.01610 false false 10901234 409391 10491843 749136 211242 537894 167407 167407 11197144 DEFERRED GIFTS REC - CRTS / CLTS 23612640 CONTRIBUTIONS RECEIVABLE 1889633 DEFERRED GIFTS REC - CGAS 752251 LIFE INSURANCE - REMAINDER INTEREST 271527 OTHER ASSETS 130371 26656422 FUNDS HELD AS AGENCY ACCOUNTS 2484004 ANNUITY OBLIGATIONS 397839 2881843 X 15863710 1068999 9751 1299456 2378206 13485504 214114 22534 236648 13722152 11029983 9751 674430 684181 10345802 214114 308286 522400 10868202 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 true ABUSE COUNSELING & TREATMENT INC PO BOX 60401 FORT MYERS FL 33906 591864735 501(C) 14500 GEN OP / SPEC PRGM ALLEN COUNTY SOCIETY FOR THE PREV 4914 S HANNA STREET FORT WAYNE IN 46806 356042135 501(C) 750000 CAPITAL CONTRIBUTION ALZHEIMERS DISEASE & REL DISORDERS 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 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17000 GEN OP SUPPORT CHILDREN'S ADVOCACY CENTER OF COLL 1036 6TH AVE N NAPLES FL 34102 650049492 501(C) 11500 SPECIFIC PROGRAM CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 391214138 501(C) 7000 GEN OP SUPPORT CITRUS CENTER BOYS & GIRLS CLUB INC PO BOX 2666 WINTER HAVEN FL 33883 590776417 501(C) 6540 GEN OP SUPPORT CITY OF SANIBEL 800 DUNLAP ROAD SANIBEL FL 33957 GOV 15000 SPECIFIC PROGRAM CITY OF FORT MYERS PO BOX 340 FORT MYERS FL 33902 GOV 14977 SPECIFIC PROGRAM CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 28427 GEN OP / SPEC PRGM COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 10226 GEN OP SUPPORT COMMUNITY COOPERATIVE INC P O 2143 FORT MYERS FL 33902 592602772 501(C) 131690 GEN OP/ SPEC PRGM COMMUNITY FOUNDATION OF WESTERN NC 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 561223384 501(C) 15000 SPECIFIC PROGRAM COMMUNITY HAVEN FOR ADULTS & CHILD 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C) 80000 SPECIFIC PROGRAM CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 591157084 501(C) 49000 SPECIFIC PROGRAM COUNCIL ON FOUNDATIONS P O BOX 75661 BALTIMORE MD 21275 136068327 501(C) 8250 GEN OP SUPPORT COVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C) 8326 GEN OP / SPEC PRGM CULTURAL PARK THEATRE COMPANY INC 528 CULTURAL PARK BOULEVARD CAPE CORAL FL 33990 591155302 501(C) 7400 SPECIFIC PROGRAM DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL FL 33957 592240895 501(C) 17000 SPECIFIC PROGRAM DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS FL 33906 271988145 501(C) 12000 GEN OP SUPPORT DOCTORS WITHOUT BORDERS USA INC PO BOX 5023 HAGERSTOWN MD 21741 133433452 501(C) 5350 GEN OP / SPEC PRGM DOWNTOWN MAN CORP OF FT MYERS FL PO BOX 1686 FORT MYERS FL 33901 650542768 501(C) 10000 SPECIFIC PROGRAM DR PIPER CENTER FOR SOCIAL SERVICES 2607 DR ELLA PIPER WAY FORT MYERS FL 33916 650788551 501(C) 9000 GEN OP SUPORT ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501(C) 16901 GEN OP / SPEC PRGM EDISON SAILING CENTER 1420 DEL RIO DRIVE FORT MYERS FL 33901 592635134 501(C) 5538 GEN OP SUPPORT ELEGANT RUMBA DANCE COMPANY LLC 506 SE 23RD TERRACE CAPE CORAL FL 33990 40000 SPECIFIC PROGRAM EQUALITY FLORIDA INSTITUTE PO BOX 13184 ST PETERSBURG FL 33733 593435235 501(C) 22328 SPECIFIC PROGRAM FAMILY INITIATIVE INCORPORATED 1242 SW PINE ISLAND RD SUITE 42-302 CAPE CORAL FL 33991 461528487 501(C) 50500 SPECIFIC PROGRAM FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DRIVE NAPLES FL 34109 440610626 501(C) 10000 GEN OP SUPPORT FIDELITY CHARITABLE PO BOX 77001 CINCINNATI OH 45277 110303001 501(C) 40219 SPECIFIC PROGRAM FIRST PRESBYTERIAN CHURCH 2438 SECOND ST FORT MYERS FL 33901 590823943 501(C) 8422 GEN OP SUPPORT FLORIDA ARTS INC 2301 FIRST STREET FORT MYERS FL 33901 311536036 501(C) 15200 GEN OP / SPEC PRGM FLORIDA DEPT HEALTH CHARLOTTE CTY 1100 LOVELAND BLVD PORT CHARLOTTE FL 33980 593502843 GOV 22500 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650753801 501(C) 175924 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY FD 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 105896 GOEN OP / SPEC PRGM FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C) 5827 GEN OP SUPPORT FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501(C) 18250 GEN OP / SPEC PRGM FLORIDA SOUTHWESTERN ST COLLEGE FD 8099 COLLEGE PARKWAY FORT MYERS FL 33919 596173638 501(C) 7000 GEN OP SUPPORT FLORIDA BAPTIST CHILDREN'S HOMES 1015 SIKES BLVD LAKELAND FL 33815 590657326 501(C) 41782 SPECIFIC PROGRAM FLORIDA LIONS EYE CLINIC 10322 PENNSYLVANIA AVENUE BONITA SPRINGS FL 34135 450560906 501(C) 10500 SPECIFIC PROGRAM FORT MYERS BEACH ART ASSOC P O BOX 2359 FORT MYERS FL 33932 591004609 501(C) 9000 SPECIFIC PROGRAM FORT MYERS COMMUNITY CONCERT ASSOC P O BOX 606 FORT MYERS FL 33902 591739068 501(C) 12099 GEN OP SUPPORT FORT MYERS MURAL SOCIETY 2443 FIRST STREET FORT MYERS FL 33901 813755781 501(C) 10000 SPECIFIC PROGRAM FORT MYERS TECHNICAL COLLEGE 3800 MICHIGAN AVE FORT MYERS FL 33916 501(C) 24537 SPECIFIC PROGRAM FOUND FOR LEE COUNTY PUBLIC SCHOOLS PO BOX 1608 FORT MYERS FL 33902 592637849 501(C) 8685 GEN OP SUPPORT FOUND OF THE PENNSYLVANIA MEDICAL PO BOX 8820 HARRISBURG PA 17105 231511600 501(C) 6000 SPECIFIC PROGRAM FRIENDS OF THE MOUND HOUSE P O BOX 154 FORT MYERS FL 33931 562544250 501(3) 8200 SPECIFIC PROGRAM GHOSTBIRD THEATRE COMPANY 2797 1ST STREET UNIT 305 FORT MYERS FL 33916 461921355 501(C) 6000 SPECIFIC PROGRAM GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 14887 GEN OP SUPPORT GLADIOLUS FOOD PANTRY 15011 GLADIOLUS DR FORT MYERS FL 33908 471788033 501(C) 19343 GEN OP SUPPORT GLOBAL EMPOWERMENT MISSION INC 1040 BISCAYNE BOULEVARD SUITE 2403 MIAMI FL 33313 453782061 501(C) 15000 SPECIFIC PROGRAM GOOD SHEPPARD UNITED METHODIST 2951 TRAIL DAIRY CIRCLE NORTHE FORT MYERS FL 33917 650336641 501(C) 164545 GEN OP SUPPORT GOODWILL INDUSTRIES OF SOUTHWEST FL 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C) 77333 GEN OP / SPEC PRGM GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 11763 GEN OP SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 37033 GEN OP / SPEC PRGM GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501(C) 13525 GEN OP / SPEC PRGM GULFSHORE OPERA INC 3281 GOLDEN GATE BLVD W NAPLES FL 34120 470989874 501(C) 12000 SPECIFIC PROGRAM HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 102687 GEN OP / SPEC PRGM HARRY CHAPIN FOOD BANK OF SWFL 3760 FOWLER STREET FORT MYERS FL 33901 592332120 501(C) 70280 GEN OP / SPEC PRGM HEALTHY START COALITION OF SWFL INC 1921 JEFFERSON AVENUE FORT MYERS FL 33901 650378720 501(C) 50500 SPECIFIC PROGRAM HENDRY COUNTY SCHOOL DISTRICT PO BOX 1980 LABELLE FL 33975 GOV 24537 SPECIFIC PROGRAM HIGHLAND UNITED METHODIST CHURCH 314 N FORT THOMAS AVENUE FORT THOMAS KY 41075 501(C) 123409 GEN OP SUPPORT HOPE CLUBHOUSE OF SW FL 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501(C) 79773 GEN OP / SPEC PRGM HOPE HOSPICE 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 45810 GEN OP / SPEC PRGM IMAGINARIUM GROUP INC 2000 CRANFORD AVENUE FORT MYERS FL 33916 650226984 501(C) 12000 SPECIFIC PROGRAM IMMOKALEE TECHNICAL COLLEGE 508 N 9TH STREET IMMOKALEE FL 34142 501(C) 24537 SPECIFIC PROGRAM INSTITUTE FOR CULINARY AWARENESS 5861 PANGOLA RD FORT MYERS FL 33905 461241361 501(C) 13000 SPECIFIC PROGRAM INTERNATIONAL RESUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 135660870 501(C) 5150 GEN OP SUPPORT IRON GAIT PERCHERONS IN 114 HANCOCK MOUNTAIN TRAIL WALESKA GA 30183 451733782 501(C) 40000 GEN OP SUPPORT JUDICAL WATCH INC 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 521885088 501(C) 25000 GEN OP SUPPORT JUNIOR ACHIEVEMENT OF SWFL INC 13241 UNIVERSITY DRIVE SUITE 102 FORT MYERS FL 33907 650503084 501(C) 6600 SPECIFIC PROGRAM LABELLE HIGH SCHOOL 4050 EAST COWBOY WAY LABELLE FL 33935 GOV 10000 SPECIFIC PROGRAM LAKES PARK ENRICHMENT FOUNDATION P O BOX 61076 FORT MYERS FL 33906 200671031 501(C) 8500 SPECIFIC PROGRAM LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 510235174 501(C) 25000 GEN OP SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 264426 GEN OP / SPEC PRGM LEE COUNTY DOMESTIC ANIMAL SVCS 5600 BANNER DRIVE FORT MYERS FL 33912 GOV 19101 GEN OP SUPPORT LEE COUNTY JEWISH FEDERATION INC 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 6470 GEN OP / SPEC PRGM LEE COUNTY PARKS & REC 3410 PALM BEACH BLVD FORT MYERS FL 33916 GOV 6400 SPECIFIC PROGRAM LEE MEMORIAL HEALTH SYSTEM FD PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 59672 GEN OP / SPEC PRGM LEGACY FOUNDATION AT SHELL POINT 15010 SHELL POINT BOULEVARD FORT MYERS FL 33908 800002415 501(C) 26962 GEN OP / SPEC PRGM LEGAL AID SERVICE OF COLLIER COUNTY 4436 TAMIAMI TRAIL E NAPLES FL 34112 591547191 501(C) 50500 SPECIFIC PROGRAM LEHIGH COMMUNITY SERVICES INC 201 PLAZA DR SUITE 103 LEHIGH ACRES FL 33936 591773738 501(C) 60065 GEN OP SUPPORT LIBERTY YOUTH RANCH INC PO BOX 366206 BONITA SPRINGS FL 34136 383674666 501(C) 13000 GEN OP SUPPORT LORENZO WALKER TECHNICAL COLLEGE 3702 ESTEY AVENUE NAPLES FL 34104 501(C) 24537 SPECIFIC PROGRAM MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C) 68074 GEN OP / SPEC PRGM MUSEUM OF NJ MARITIME HISTORY INC 528 DOCK ROAD BEACH HAVEN NJ 08008 760730192 501(C) 12000 GEN OP SUPPORT NAPLES SENIOR CENTER AT JFCS 5025 CASSTELLO DRIVE NAPLES FL 34103 453980909 501(C) 43731 GEN OP / SPEC PRGM NCH HEALTHCARE SYSTEMS INC PO BOX 234 NAPLES FL 34106 592314655 501(C) 6000 GEN OP SUPPORT NORTH CAROLINA WESLEYAN COLLEGE 3400 N WESLEYAN BLVD ROCKY MOUNT NC 27804 560686603 501(C) 7149 SPECIFIC PROGRAM OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 9888 GEN OP SUPPORT ORGAN TRANSPLANT RECIPIENTS OF SW 1110 NE 2ND PLACE CAPE CORAL FL 33909 043634834 501(C) 10000 SPECIFIC PROGRAM PAWS LEE COUNTY INC 965 PONDELLA ROAD NORTH FORT MYERS FL 33903 943467822 501(C) 37798 GEN OP/SPEC PRGM PACE CENTER FOR GIRLS OF LEE COUNTY 3800 EVANS AVENUE FORT MYERS FL 33901 592414492 501(C) 6297 GEN OP/SPEC PRGM PACHAMAMA ALLIANCE PO BOX 29191 SAN FRANCISCO CA 94129 943249793 501(C) 10000 GEN OP SUPPORT PARKINSON'S FOUNDATION INC 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 131866796 501(C) 37707 GEN OP SUPPORT PLANNED PARENTHOOD OF SW AND CENT 736 CENTRAL AVENUE SARASOTA FL 34236 591274328 501(C) 21500 GEN OP/SPEC PRGM PURE THOUGHTS INC 4348 145TH AVENUE NORTH LOXAHATCHEE FL 33470 061664566 501(C) 20000 GEN OP SUPPORT QUALITY LIFE CENTER OF SW FL INC PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 16198 GEN OP SUPPORT RABUN GAP NACOOCHEE SCHOOL 339 NACOOCHE DRIVE RABUN GAP GA 30568 580593430 501(C) 10000 SPECIFIC PROGRAM RESIDENTIAL OPTIONS OF FLORIDA INC 3050 HORSESHOE DR N STE 285 NAPLES FL 34104 471232139 501(C) 50500 SPECIFIC PROGRAM SALVATION ARMY OF LEE HENDRY & GLA 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 64480 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) 5500 SPECIFIC PROGRAM SANIBEL COMMUNITY ASSOCIATION 2173 PERIWINKLE WAY SANIBEL FL 33957 591060466 501(C) 7500 SPECIFIC PROGRAM SANIBEL MUSIC FESTIVAL INC PO BOX 1623 SANIBEL FL 33957 650032845 501(C) 7625 SPECIFIC PROGRAM SANIBEL SEA SCHOOL INC PO BOX 1229 FORT MYERS FL 33957 203684133 501(C) 8500 SPECIFIC PROGRAM SANIBEL-CAPTIVA CONSERVATION FOUND PO BOX 839 SANIBEL FL 33957 591205087 501(C) 18399 SPECIFIC PROGRAM SCHOOL DISTRICT OF LEE COUNTY 2855 COLONIAL BOULEVARD FORT MYERS FL 33966 GOV 30000 SPECIFIC PROGRAM SEMINOLE BOOSTERS INC PO BOX 1353 TALLAHASSEE FL 32302 591561180 501(C) 25000 GEN OP SUPPORT SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 362193608 501(C) 8044 GEN OP SUPPORT SJC BOXING CLUB INC 3833 MAXINE STREET FORT MYERS FL 33901 650373379 501(C) 49250 SPECIFIC PROGRAM SOUTHWEST FLORIDA SYMPHONY 8290 COLLEGE PARKWAY SUITE 103 FORT MYERS FL 33919 591350404 501(C) 29643 GEN OP/ SPEC PRGM SOUTHWEST FLORIDA HORSE RESCUE INC 14811 STATE ROAD 31 PUNTA GORDA FL 33982 462031584 35000 GEN OP SUPPORT SOUTHWEST FLORIDA ATTRATIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501(C) 15000 SPECIFIC PROGRAM SOUTHWEST FLORIDA MILITARY MUSEUM 4820 LEONARD STREET CAPE CORAL FL 33904 474992030 501(C) 15000 SPECIFIC PROGRAM SPECIAL EQUESTRIANS INC PO BOX 61528 FORT MYERS FL 33906 650250071 501(C) 5800 GEN OP SUPPORT ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C) 24000 GEN OP SUPPORT ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 590774200 501(C) 9896 GEN OP SUPPORT STEVE RUMMLER HOPE NETWORK 12800 WHITESATER DR SUITE 100 MINNETONKA MN 55343 452903444 501(C) 31000 GEN OP SUPPORT SWFL CHILDREN'S CHARITIES INC 2031 JACKSON STREET SUITE 110 FORT MYERS FL 33901 262302491 501(C) 67400 GEN OP / SPEC PRGM SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 34656 GEN OP SUPPORT SYMPHONIC CHORALE OF SW FL PO BOX 07105 FORT MYERS FL 33919 452458215 501(C) 15000 SPECIFIC PROGRAM THE UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 14590 GEN OP / SPEC PRGM THE HEIGHTS FOUNDATION 15570 HAGIE DR FORT MYERS FL 33908 651003872 501(C) 37000 GEN OP/SPEC PRGM UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 187552 GEN OP / SPEC PRGM UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C) 6750 GEN OP / SPEC PRGM UNITARIAN UNIVERSALLIST CHURCH 13411 SHIRE LANE FORT MYERS FL 33912 591160337 501(C) 10000 SPECIFIC PROGRAM UPAYA ZEN CENTER 1404 CERRO GORDO RD SANTA FE NM 87501 850402649 501(C) 25000 GEN OP SUPPORT VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 67500 GEN OP / SPEC PRGM WGCU PUBLIC MEDIA 10501 FGCU BOULEVARD S FORT MYERS FL 33965 650403969 501(C) 6250 GEN OP SUPPORT WORLD CENTRAL KITCHEN 1875 CONNECTICUTE AVE NW 10TH FL WASHINGTON DC 20009 273521132 501(C) 101000 GEN OP / SPEC PRGM YOUTH HAVEN INC 5867 WHITAKER ROAD NAPLES FL 34112 237065187 501(C) 7200 GEN OP/SPEC PRGM ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C) 12000 GEN OP SUPPORT MISC GRANTS 5000 AND UNDER 2031JACKSON STREET SUITE 100 FORT MYERS FL 33901 501(C) 310799 GEN OP / SPEC PRGM 172 1 ACADEMIC SCHOLARSHIPS 135 991547 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X X X false true false false false false false false false SARAH OWEN PRESIDENT / CEO 280000 100400 13261 35154 428815 SCHEDULE J, PAGE 1, PART I, LINE 4 SARAH OWEN 0 11,000 0 X 15 1613283 FMV ON DATE OF TRANSFER false true true SCHEDULE M, PAGE 1, PART I, LINE 32B 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. 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 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- CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343158 INACTIVE FL NA 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 false false false false false false false false false false true true false false false false false false false SWFLCF SUPPORT ORGANIZATION INC L 7534 ACTUAL COST SWFLCF SUPPORT ORGANIZATION INC K 164000 RENT - COMPARABLE VALUE PEDRO (CUBAN PETE) ENDOWMENT INC L 15000 ACTUAL COST