CHARLOTTE COMMUNITY FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE COMMUNITY FOUNDATION INC (EIN 65-0455319)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-09
- IRS object ID
- 202012539349301046
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-09T18:10:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650455319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9416370077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 SULLIVAN STREET | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM SAVASUK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9416370077 | PhoneNum |
| Signature | 2020-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.101.221.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-02 | IPDt |
| IP Tm | 12:08:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F34995E5236668E304D23793A359F7991A8738E4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 714E6C1B206DC3F987CF9E146D19709275A9BB1D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM SAVASUK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 SULLIVAN STREET | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,077,256 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLOTTECF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $803,037 | PYContributionsGrantsAmt |
| CY Contributions Grants | $923,185 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $339,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $429,127 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,117 | PYOtherRevenueAmt |
| CY Other Revenue | $16,975 | CYOtherRevenueAmt |
| PY Total Revenue | $1,149,501 | PYTotalRevenueAmt |
| CY Total Revenue | $1,369,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,161,164 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $705,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $232,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $298,700 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $52,019 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $244,557 | PYOtherExpensesAmt |
| CY Other Expenses | $319,444 | CYOtherExpensesAmt |
| PY Total Expenses | $1,637,841 | PYTotalExpensesAmt |
| CY Total Expenses | $1,323,394 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$488,340 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,893 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,770,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,911,085 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $551,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $758,443 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,218,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,152,642 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,073,570 | ExpenseAmt |
| Grant | $705,250 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | AS A FACILITATOR OF PHILANTHROPY, CHARLOTTE COMMUNITY FOUNDATION (CCF) ADMINISTERS DONOR ADVISED, DESIGNATED FUNDS, AND OTHER TYPES OF FUNDS TO PROVIDE SUPPORT FOR GENERAL CHARITABLE PURPOSES AS RECOMMENDED BY THE DONOR AND APPROVED BY THE FOUNDATION'S BOARD. CCF HAS PROVIDED SUPPORT IN THE AMOUNT OF $641,105 TO 64 DIFFERENT NONPROFIT ORGANIZATIONS IN 2019. CHARLOTTE COMMUNITY FOUNDATION (CCF) ALSO ADMINISTERS SCHOLARSHIPS FOR CHARLOTTE COUNTY HIGH SCHOOL SENIORS AND CONTINUING EDUCATION STUDENTS. IN 2019 CCF PROVIDED $95,700 IN SCHOLARSHIP FUNDS TO CHARLOTTE COUNTY STUDENTS. | Desc |
| Total Program Service Expenses | $1,073,570 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE HERRON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9416370077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 SULLIVAN STREET | AddressLine1Txt |
| City | PUNTA GORDA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33950 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LAURA AMENDOLA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH DESROSIERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK DRAPER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| W CRAIG ESTERLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HAWLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA LYNCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JILL MCRORY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUCIENNE PEARS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEW BENNETT | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANE WASHBURN | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT PETERSON | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIM SAVASUK | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ASHLEY MAHER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $74,215 | $0 | $11,520 | Yes (X) | |
| SUZANNE HERRON | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $58,027 | $0 | $5,152 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $132,242 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $923,185 | AllOtherContributionsAmt |
| Noncash Contributions | $71,142 | NoncashContributionsAmt |
| Total Contributions | $923,185 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,808 | TotalRevenueColumnAmt |
| Exclusion | $307,808 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,750 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,480 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,270 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,270 | TotalRevenueColumnAmt |
| Exclusion | $10,270 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $818,808 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $697,489 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,319 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,319 | TotalRevenueColumnAmt |
| Exclusion | $121,319 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $6,705 | TotalRevenueColumnAmt |
| Exclusion | $6,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,705 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,369,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $446,102 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,685 | TotalAmt |
| Program Services | $608,685 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,565 | TotalAmt |
| Program Services | $96,565 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,914 | TotalAmt |
| Program Services | $93,816 | ProgramServicesAmt |
| Management And General | $40,206 | ManagementAndGeneralAmt |
| Fundraising | $14,892 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,010 | TotalAmt |
| Program Services | $72,890 | ProgramServicesAmt |
| Management And General | $31,551 | ManagementAndGeneralAmt |
| Fundraising | $10,569 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,034 | TotalAmt |
| Program Services | $1,292 | ProgramServicesAmt |
| Management And General | $561 | ManagementAndGeneralAmt |
| Fundraising | $181 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,638 | TotalAmt |
| Program Services | $6,743 | ProgramServicesAmt |
| Management And General | $2,919 | ManagementAndGeneralAmt |
| Fundraising | $976 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,104 | TotalAmt |
| Program Services | $13,964 | ProgramServicesAmt |
| Management And General | $6,012 | ManagementAndGeneralAmt |
| Fundraising | $2,128 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,570 | TotalAmt |
| Program Services | $10,468 | ProgramServicesAmt |
| Management And General | $4,507 | ManagementAndGeneralAmt |
| Fundraising | $1,595 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,349 | TotalAmt |
| Management And General | $30,349 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031 | TotalAmt |
| Program Services | $1,283 | ProgramServicesAmt |
| Management And General | $553 | ManagementAndGeneralAmt |
| Fundraising | $195 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,006 | TotalAmt |
| Program Services | $30,960 | ProgramServicesAmt |
| Management And General | $13,330 | ManagementAndGeneralAmt |
| Fundraising | $4,716 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,020 | TotalAmt |
| Program Services | $40,434 | ProgramServicesAmt |
| Management And General | $25,427 | ManagementAndGeneralAmt |
| Fundraising | $6,159 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,756 | TotalAmt |
| Program Services | $13,113 | ProgramServicesAmt |
| Management And General | $5,646 | ManagementAndGeneralAmt |
| Fundraising | $1,997 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,935 | TotalAmt |
| Program Services | $18,912 | ProgramServicesAmt |
| Management And General | $8,142 | ManagementAndGeneralAmt |
| Fundraising | $2,881 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,546 | TotalAmt |
| Program Services | $5,546 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,699 | TotalAmt |
| Program Services | $21,290 | ProgramServicesAmt |
| Management And General | $12,409 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,532 | TotalAmt |
| Program Services | $37,609 | ProgramServicesAmt |
| Management And General | $16,193 | ManagementAndGeneralAmt |
| Fundraising | $5,730 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,323,394 | TotalAmt |
| Program Services | $1,073,570 | ProgramServicesAmt |
| Management And General | $197,805 | ManagementAndGeneralAmt |
| Fundraising | $52,019 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84 | BOYAmt |
| EOY | $220 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,743 | BOYAmt |
| EOY | $916,804 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,171 | BOYAmt |
| EOY | $1,316,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,484 | BOYAmt |
| EOY | $23,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,499,637 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $357,972 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176,933 | BOYAmt |
| EOY | $2,141,665 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,303,295 | BOYAmt |
| EOY | $8,512,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,770,210 | BOYAmt |
| EOY | $12,911,085 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,060 | BOYAmt |
| EOY | $33,704 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,168 | BOYAmt |
| EOY | $36,828 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,751 | BOYAmt |
| EOY | $687,911 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,979 | BOYAmt |
| EOY | $758,443 | 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 | $3,152,330 | BOYAmt |
| EOY | $3,137,254 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,065,901 | BOYAmt |
| EOY | $9,015,388 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,218,231 | BOYAmt |
| EOY | $12,152,642 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,770,210 | BOYAmt |
| EOY | $12,911,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $45,893 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,100,444 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$211,926 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $489,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $709,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $923,185 | CurrentTaxYearAmt |
| Total | $3,069,571 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $489,372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $709,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $497,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $923,185 | CurrentTaxYearAmt |
| Total | $3,069,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $577,829 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,491,742 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $242,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $328,558 | CurrentTaxYearAmt |
| Total | $969,916 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $6,705 | CurrentTaxYearAmt |
| Total | $6,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,046,192 | TotalSupportAmt |
| Public Support CY170 | 0.61580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66110 | 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 | 28 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $41,710 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $81,626 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $727,615 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,237,647 | BeginningYearBalanceAmt |
| Contributions | $284,098 | ContributionsAmt |
| Investment Earnings Or Losses | $1,191,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $501,554 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,211,722 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,395,837 | BeginningYearBalanceAmt |
| Contributions | $34,260 | ContributionsAmt |
| Investment Earnings Or Losses | -$156,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,035,956 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,237,647 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,386,553 | BeginningYearBalanceAmt |
| Contributions | $65,385 | ContributionsAmt |
| Investment Earnings Or Losses | $321,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $377,203 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,395,837 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,532,786 | BeginningYearBalanceAmt |
| Contributions | $319,222 | ContributionsAmt |
| Investment Earnings Or Losses | $162,305 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $627,760 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,386,553 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,695,339 | BeginningYearBalanceAmt |
| Contributions | $5,317,496 | ContributionsAmt |
| Investment Earnings Or Losses | -$72,757 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $407,292 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,532,786 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,514 | OtherCostOrOtherBasisAmt |
| Book Value | $293,514 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,138,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,973 | DepreciationAmt |
| Book Value | $1,809,351 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,699 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,999 | DepreciationAmt |
| Book Value | $36,700 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,100 | OtherCostOrOtherBasisAmt |
| Book Value | $2,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,141,665 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE SECURITY DEPOSIT | $1,300 |
| AGENCY FUNDS | $686,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $687,911 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,230,528 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,100,444 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $250 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,100,694 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,129,834 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,123 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $218,330 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $239,453 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,369,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,296,117 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $250 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,480 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,730 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,285,387 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,123 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $16,884 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,007 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,323,394 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS ADMINISTERED BY THE FOUNDATION IS TO SUPPORT THE PROGRAMS AND SERVICES OF THE DONOR ENTITY AND TO ADHERE TO THE ENTITYS MISSION AS DESCRIBED IN ITS BYLAWS OR ORGANIZATIONAL DOCUMENTS FOR INDIVIDUALS ESTABLISHING ENDOWMENT FUNDS. SUCH FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENT FUND AGREEMENT WITH THE FOUNDATION. DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH FOUNDATION POLICIES, CONSIDERING REQUESTS FROM THE DONOR ENTITY OR INDIVIDUAL. |
| PART X, LINE 2: | UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -10,480. AGENCY REVENUE 228,810. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 10,480. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AGENCY EXPENSE 16,884. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF CHARLOTTE COUNTY | |||||||
| 21450 GIBRALTER DRIVE | PORT CHARLOTTE | FL | 33952 | 650725247 | 501(C)(3) | $12,500 | COMMUNITY IMPROVEMENT |
| CANINE CASTAWAYS INC | |||||||
| PO BOX 3295 | ARCADIA | FL | 34265 | 200416812 | 501(C)(3) | $12,835 | COMMUNITY IMPROVEMENT |
| CHARLOTTE COUNTY HABITAT FOR HUMANITY | |||||||
| 1750 MANZANA AVENUE | PUNTA GORDA | FL | 33950 | 592870908 | 501(C)(3) | $38,500 | COMMUNITY IMPROVEMENT |
| CHARLOTTE COUNTY HOMELESS COALITION | |||||||
| PO BOX 380157 | PORT CHARLOTTE | FL | 33948 | 650139525 | 501(C)(3) | $40,000 | COMMUNITY IMPROVEMENT |
| CHARLOTTE COUNTY PUBLIC SCHOOLS | |||||||
| 1445 EDUCATION WAY | PORT CHARLOTTE | FL | 33948 | 596000539 | 501(C)(3) | $17,770 | YOUTH DEVELOPMENT |
| CHARLOTTE COUNTY SHERIFF'S OFFICE | |||||||
| 7474 UTILITIES RD | PUNTA GORDA | FL | 33982 | 465337554 | 501(C)(3) | $13,600 | COMMUNITY IMPROVEMENT |
| CHARLOTTE HIVAIDS PEOPLE SUPPORT INC | |||||||
| 18200 PAULSON DR | PORT CHARLOTTE | FL | 33954 | 650498294 | 501(C)(3) | $10,000 | COMMUNITY IMPROVEMENT |
| COMMUNITY FOUNDATION OF SARASOTA COUNTY | |||||||
| 2635 FRUITVILLE RD | SARASOTA | FL | 34230 | 591956886 | 501(C)(3) | $30,000 | COMMUNITY IMPROVEMENT |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | 133433452 | 501(C)(3) | $9,275 | HEALTH AND HUMAN SERVICES |
| GUARDIAN AD LITEM FOUNDATION | |||||||
| 1700 MONROE ST | FORT MYERS | FL | 33901 | 522296529 | 501(C)(3) | $10,000 | YOUTH DEVELOPMENT |
| GULF COAST PARTNERSHIP | |||||||
| 408 TAMIAMI TRAIL | PUNTA GORDA | FL | 33950 | 383913077 | 501(C)(3) | $11,600 | COMMUNITY IMPROVEMENT |
| MILITARY HERITAGE MUSEUM | |||||||
| 900 W MARION AVE | PUNTA GORDA | FL | 33950 | 651036360 | 501(C)(3) | $183,522 | COMMUNITY IMPROVEMENT |
| PUNTA GORDA POLICE DEPARTMENT | |||||||
| 1410 TAMIAMI TRAIL | PUNTA GORDA | FL | 33950 | 596000415 | GOVERNMENT | $8,573 | COMMUNITY IMPROVEMENT |
| PUNTA GORDA SYMPHONY | |||||||
| 6210 SCOTT STREET | PUNTA GORDA | FL | 33950 | 592029342 | 501(C)(3) | $10,500 | ARTS |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 34224 | 237174193 | 501(C)(3) | $17,835 | COMMUNITY IMPROVEMENT |
| VINELAND ELEMENTARY SCHOOL | |||||||
| 467 BOUNDRY BLVD | ROTONDA WEST | FL | 33947 | 596000539 | 501(C)(3) | $13,750 | YOUTH DEVELOPMENT |
| VIRGINIA B ANDES VOLUNTEER COMMUNITY CLINIC | |||||||
| 21297 OLEAN BLVD UNIT B | CHARLOTTE HARBOR | FL | 33952 | 650958642 | 501(C)(3) | $110,949 | COMMUNITY IMPROVEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 25 | $95,700 |
| HAND UP GRANTS | 1 | $865 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THEY ARE REQUIRED TO SUBMIT AN INTERIM REPORT AND A FINAL REPORT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $71,142 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 VOLUNTEERS | VOLUNTEERS PERFORMED OFFICE WORK. ALSO THE BOARD OF DIRECTORS AND ALL COMMITTEE MEMBERS ARE ALL VOLUNTEERS. |
| FORM 990, PART VI, SECTION A, LINE 4 | AMENDED AND RESTATED BYLAWS OF THE CHARLOTTE COMMUNITY FOUNDATION, INC. WERE REVISED BY THE BOARD OF DIRECTORS ON MARCH 26, 2019. A NEW SECTION WAS ADDED TO THE ORGANIZATION'S BYLAWS AT THE BEGINNING OF ARTICLE IV, BOARD OF DIRECTORS: SECTION 4.1 NOMINATION AND APPROVAL. THE BOARD OF DIRECTORS ("BOARD") WILL, FROM TIME TO TIME AS NECESSARY, IDENTIFY AND VET POTENTIAL CANDIDATES TO SERVE AS FUTURE BOARD DIRECTORS ("DIRECTOR"). THE BOARD CHAIR WILL FORWARD THOSE IDENTIFIED AND VETTED CANDIDATES TO THE NOMINATING COMMITTEE, WHO PURSUANT TO ITS POLICY AND PROCEDURES, SHALL SUBMIT QUALIFIED CANDIDATES FOR CONSIDERATION FOR BOARD APPROVAL. FORMER ARTICLE IV, SECTION 4.1 NUMBER AND TERM OF OFFICE: THE BOARD SHALL CONSIST OF NOT LESS THAN FIVE AND NOT MORE THAN 15 PERSONS PER THE ARTICLES OF INCORPORATION. THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED FROM TIME TO TIME BY VOTE OF A MAJORITY OF THE DIRECTORS. EACH DIRECTOR, EXCEPT ONE APPOINTED TO FILL A VACANCY, SHALL BE ELECTED TO SERVE A THREE-YEAR TERM AND IS ELIGIBLE TO SERVE TWO (2) ADDITIONAL THREE- YEAR TERMS. WAS REPLACED BY NEW ARTICLE IV, SECTION 4.2 NUMBER AND TERM: THE BOARD SHALL CONSIST OF NOT LESS THAN FIVE AND NOT MORE THAN 15 PERSONS PER THE ARTICLES OF INCORPORATION. THE NUMBER OF DIRECTORS MAY BE INCREASED OR DECREASED FROM TIME TO TIME BY VOTE OF A MAJORITY OF THE DIRECTORS. EACH DIRECTOR, SHALL BE ELECTED TO SERVE A THREE (3)-YEAR TERM AND IS ELIGIBLE TO SERVE TWO (2) ADDITIONAL THREE (3) - YEAR TERMS, WITH BOARD APPROVAL. A FORMER DIRECTOR IS ELIGIBLE FOR REELECTION TO SERVE ONE (1) ADDITIONAL THREE (3) YEAR CONSECUTIVE TERM AFTER SERVING ONE FULL YEAR OFF OF THE BOARD. FORMER ARTICLE VII, COMMITTEES AND TASK FORCES: THE CHAIR OF THE BOARD OF DIRECTORS SHALL RECOMMEND THE CREATION OF COMMITTEES AND TASK FORCES, AS NEEDED, AND SHALL NAME THE PERSON OR PERSONS TO CHAIR EACH COMMITTEE AND TASK FORCE, WITH THE APPROVAL OF THE BOARD OF DIRECTORS. WAS REPLACED BY NEW ARTICLE VII, COMMITTEES COUNCILS AND TASK FORCES: SECTION 7.1 STANDING COMMITTEES. THERE SHALL BE SIX (6) STANDING COMMITTEES AS FOLLOWS: A. EXECUTIVE COMMITTEE I. THE BOARD CHAIR SHALL BE THE EXECUTIVE COMMITTEE CHAIR. II. THE OFFICERS AND IMMEDIATE PAST CHAIR SHALL BE THE EXECUTIVE COMMITTEE MEMBERS. III. THE EXECUTIVE COMMITTEE SHALL SERVE AS COUNSEL TO THE BOARD CHAIR IN ADDRESSING POLICIES OF THE FOUNDATION. B. GOVERNANCE COMMITTEE I. THE BOARD VICE-CHAIR SHALL BE THE GOVERNANCE COMMITTEE CHAIR. II. THE GOVERNANCE COMMITTEE CHAIR SHALL NAME FROM THE CURRENT BOARD AT LEAST TWO (2) GOVERNANCE COMMITTEE MEMBERS FOR BOARD APPROVAL. III. THE GOVERNANCE COMMITTEE SHALL REVIEW, UPDATE AND DRAFT AS NECESSARY POLICIES, PROCEDURES, BYLAWS, AND OTHER DOCUMENTS GOVERNING THE FOUNDATION FOR BOARD APPROVAL. IN ADDITION, THE GOVERNANCE COMMITTEE SHALL GUIDE THE OPERATION OF THE FOUNDATION'S HUMAN RESOURCES. C. NOMINATING COMMITTEE I. THE GOVERNANCE COMMITTEE CHAIR SHALL BE THE NOMINATING COMMITTEE CHAIR II. THE GOVERNANCE COMMITTEE MEMBERS SHALL ALSO BE NOMINATING COMMITTEE MEMBERS. THE GOVERNANCE CHAIR SHALL NAME FROM THE CURRENT BOARD OR A PAST THREE (3)-TERM BOARD MEMBER AT LEAST TWO (2) ADDITIONAL NOMINATING COMMITTEE MEMBERS FOR BOARD APPROVAL. III. THE NOMINATING COMMITTEE SHALL REVIEW APPLICATIONS AND INTERVIEW POTENTIAL BOARD MEMBERS FOR BOARD APPROVAL. D. FINANCE AND AUDIT COMMITTEE I. THE BOARD CHAIR SHALL NAME A FINANCE AND AUDIT COMMITTEE CHAIR, WHO DOES NOT NEED TO ALSO SERVE AS A BOARD MEMBER, FOR BOARD APPROVAL. II. THE FINANCE AND AUDIT COMMITTEE CHAIR SHALL APPOINT AT LEAST FOUR (4) ADDITIONAL FINANCE AND AUDIT COMMITTEE MEMBERS. III. THE FINANCE AND AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR OVERSEEING THE FOUNDATION'S BUDGET, FINANCIAL POLICIES AND INVESTMENT POLICIES. IV. THE TREASURER SHALL BE THE BOARD POINT OF CONTACT FOR THE FINANCE AND AUDIT COMMITTEE AND RESPONSIBLE TO REPORT ON THIS COMMITTEE AT MEETINGS OF THE BOARD OF DIRECTORS IF THE CHAIR IS NOT A MEMBER OF THE BOARD. E. SCHOLARSHIP COMMITTEE I. THE BOARD CHAIR SHALL NAME A SCHOLARSHIP COMMITTEE CHAIR, WHO DOES NOT NEED TO ALSO SERVE AS A BOARD MEMBER, FOR BOARD APPROVAL. II. THE SCHOLARSHIP COMMITTEE CHAIR SHALL APPOINT AT LEAST FOUR (4) ADDITIONAL SCHOLARSHIP COMMITTEE MEMBERS. III. THE SCHOLARSHIP COMMITTEE SHALL REVIEW AND DETERMINE WHICH APPLICATIONS WILL BE AWARDED A FOUNDATION SCHOLARSHIP. IV. THE SECRETARY SHALL BE THE BOARD POINT OF CONTACT FOR THE SCHOLARSHIP COMMITTEE AND RESPONSIBLE TO REPORT ON THIS COMMITTEE AT MEETINGS OF THE BOARD OF DIRECTORS IF THE CHAIR IS NOT A MEMBER OF THE BOARD. F. COMMUNITY INVESTMENT COMMITTEE I. THE BOARD CHAIR SHALL NAME A COMMUNITY INVESTMENT COMMITTEE CHAIR, WHO DOES NOT NEED TO ALSO SERVE AS A BOARD MEMBER, FOR BOARD APPROVAL. II. THE COMMUNITY INVESTMENT COMMITTEE CHAIR SHALL APPOINT FOUR (4) ADDITIONAL COMMUNITY INVESTMENT COMMITTEE MEMBERS. III. THE COMMUNITY INVESTMENT COMMITTEE IS RESPONSIBLE FOR THE FOUNDATION'S GRANT PROCESS. IV. THE SECRETARY SHALL BE THE BOARD POINT OF CONTACT FOR THE COMMUNITY INVESTMENT COMMITTEE AND RESPONSIBLE TO REPORT ON THIS COMMITTEE AT MEETINGS OF THE BOARD OF DIRECTORS IF THE CHAIR IS NOT A MEMBER OF THE BOARD. SECTION 7.2 SPECIAL COMMITTEES, COUNCILS AND TASK FORCES A. THE BOARD CHAIR SHALL RECOMMEND THE CREATION OF ADDITIONAL COMMITTEES, COUNCILS AND TASK FORCES, AS NEEDED, FOR BOARD APPROVAL. B. IF APPROVED, THE BOARD CHAIR SHALL NAME THE SPECIAL COMMITTEE, COUNCIL OR TASK FORCE CHAIR FOR BOARD APPROVAL. C. THE SPECIAL COMMITTEE, COUNCIL, OR TASK FORCE CHAIR SHALL APPOINT AT LEAST TWO (2) ADDITIONAL SPECIAL COMMITTEE, COUNCIL, OR TASK FORCE COMMITTEE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S BOARD OF DIRECTORS RECEIVED AND REVIEWED THE FORM 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THIS POLICY RECOGNIZES THAT BOTH REAL AND APPARENT CONFLICTS OF INTEREST AND DUALITIES OF INTEREST (HEREINAFTER REFERRED TO AS CONFLICTS) SOMETIMES OCCUR IN THE COURSE OF CONDUCTING THE CORPORTIONS DAILY AFFAIRS. A CONFLICT AS USED IN THIS POLICY REFERS ONLY TO PERSONAL, PROPRIETARY INTERESTS OF THE PERSONS COVERED BY THIS POLICY AND THEIR IMMEDIATE FAMILIES AND NOT TO PHILOSOPHICAL OR PROFESSIONAL DIFFERENCES IN OPINION. CONFLICTS OCCUR BECAUSE THE MANY PERSONS ASSOCIATED WITH THE CORPORATION SHOULD BE EXPECTED TO HAVE, AND DO IN FACT GENERALLY HAVE MULTIPLE INTERESTS AND AFFILIATIONS AND VARIOUS POSITIONS OF RESPONSIBILITY WITHIN THE COMMUNITY. SOMETIMES A PERSON WILL OWE IDENTICAL DUTIES TO TWO OR MORE ORGANIZATIONS CONDUCTING SIMILAR ACTIVITIES. CONFLICTS ARE UNDESIREABLE BECAUSE THEY POTENTIALLY OR APPARENTLY PLACE THE INTERESTS OF OTHERS AHEAD OF THE CORPORATIONS OBLIGATIONS TO ITS CORPORATE PURPOSES AND TO THE PUBLIC INTEREST. CONFLICTS ARE ALSO UNDESIRABLE BECAUSE THEY OFTEN REFLECT ADVERSELY UPON THE PERSONS INVOLVED AND UPON THE INSTITUTIONS WITH WHICH THEY ARE AFFILIATED, REGARDLESS OF THE ACTUAL FACTS OR MOTIVATIONS OF THE PARTIES. HOWEVER, THE LONG RANGE BEST INTERESTS OF THE CORPORATION DO NOT REQUIRE THE TERMINATION OF ALL ASSOCIATION WITH PERSONS WHO MAY HAVE REAL OR APPARENT CONFLICTS IF A PRESCRIBED AND EFFECTIVE METHOD CAN RENDER SUCH CONFLICTS HARMLESS TO ALL CONCERNED. THEREFORE, THE CORPORATIONS AFFIRMATIVE POLICY SHALL BE TO REQUIRE THAT ALL ACTUAL OR APPARENT CONFLICTS BE DISCLOSED PROMPTLY AND FULLY TO ALL NECESSARY PARTIES AND TO PROHIBIT SPECIFIED INVOLVEMENT IN THE AFFAIRS OF THE CORPORATION BY PERSONS HAVING SUCH CONFLICTS. THIS POLICY SHALL APPLY TO THE DIRECTORS, OFFICERS, AGENTS AND EMPLOYEES OF THE CORPORATION, INCLUDING ADVISORY COUNCIL MEMBERS, OFFICE VOLUNTEERS AND INDEPENDENT CONTRACTOR PROVIDERS OF SERVICES AND MATERIALS. THE CORPORATIONS MANAGEMENT SHALL HAVE THE AFFIRMATIVE OBLIGATION TO PUBLICIZE PERIODICALLY THIS POLICY TO ALL SUCH PARTIES. DISCLOSURE OF ALL CONFLICTS EACH PERSON TO WHOM THIS POLICY APPLIES SHALL DISCLOSE ALL REAL AND APPARENT CONFLICTS, WHICH HE/SHE DISCOVERS OR HAS BROUGHT TO HIS/HER ATTENTION IN CONNECTION WITH THE CORPORATIONS ACTIVITIES. DISCLOSURE AS USED IN THIS POLICY SHALL MEAN PROVIDING PROMPTLY TO THE APPROPRIATE PERSONS A WRITTEN DESCRIPTION OF THE FACTS COMPRISING THE REAL OR APPARENT CONFLICT. ALL DISCLOSURE NOTICES RECEIVED HEREUNDER SHALL BE NOTED FOR THE RECORD IN THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS. PRESCRIBED ACTIVITY BY PERSONS HAVING CONFLICTS WHEN A DIRECTOR, OFFICER, AGENT OR EMPLOYEE BELIEVES THAT HE/SHE OR A MEMBER OF HIS/HER IMMEDIATE FAMILY MIGHT HAVE OR DOES HAVE A REAL OR APPARENT CONFLICT, HE/SHE SHALL, IN ADDITION TO MAKING THE REQUIRED DISCLOSURE, ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER SIMILAR DIRECT ACTION ON BEHALF OF THE CORPORATION WHERE THE CONFLICT MIGHT PERTAIN, BUT SHALL NOT BE PRECLUDED FROM DEBATE OR OTHER SIMILAR INVOLVEMENT ON BEHALF OF THE CORPORATION. WHEN ANY PERSON REQUESTS IN WRITING, OR UPON ITS OWN INITIATIVE, THE BOARD AT ANY TIME MAY ESTABLISH FURTHER GUIDELINES CONSISTENT WITH THE INTERESTS OF THE CORPORATION FOR THE RESOLUTION OF ANY REAL OR APPARENT CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: THE CHARLOTTE COMMUNITY FOUNDATIONS CHIEF EXECUTIVE OFFICER/PRESIDENT/EXECUTIVE DIRECTOR (LEADERSHIP) FOR THE FOUNDATION IS REVIEWED ON A YEARLY BASIS, ON OR ABOUT THE ANNIVERSARY DATE OF THE EMPLOYMENT. THE CHAIRMAN SELECTS A TASK FORCE CONSISTING OF MEMBERS OF CCF'S EXECUTIVE COMMITTEE, ALONG WITH ANY OTHER BOARD MEMBERS, TO BOTH REVIEW THE PERFORMANCE OF AND MEET WITH THE LEADERSHIP TO DISCUSS THEIR ASSESSMENT AND EXPECTATIONS FOR THE FUTURE ENGAGEMENT. THE COMMITTEE FIRST MEETS INDEPENDENTLY OF THE LEADERSHIP TO IDENTIFY ANY SPECIFIC ISSUES/CONCERNS, THE DISCUSSION WILL TAKE INTO ACCOUNT ANY INFORMATION THAT THE LEADERSHIP WISHED TO PROVIDE TO THE COMMITTEE. AREAS TO BE ADDRESSED INCLUDE SUCH JOB RESPONSIBILITIES AS PLANNING, OPERATIONS, GOVERNANCE, PUBLIC RELATIONS, DEVELOPMENT AND MARKETING, LINKAGES WITH OTHER FUNDRAISING AND PHILANTHROPIC GROUPS, FISCAL MANAGEMENT, GRANT MAKING, INVESTMENT MANAGEMENT AND FUNDRAISING. IN ADDITION, GOALS AND/OR OBJECTIVES ESTABLISHED IN THE PREVIOUS YEAR ARE REVIEWED ALONG WITH AREAS REQUIRING IMPROVEMENT AND/OR ACCOMPLISHMENTS. THE COMMITTEE THEN MEETS WITH THE LEADERSHIP TO DISCUSS OUTCOMES OF THEIR INDEPENDENT ASSESSMENT. DURING THE DISCUSSION NEW GOALS, AS APPROPRIATE, ARE ADDRESSED AND AGREED UPON BY ALL PARTIES. COMPENSATION FOR LEADERSHIP IS MADE AFTER AN ANNUAL REVIEW OF PERFORMANCE MADE BY CHAIRMAN AND VICE CHAIRMAN. THEIR RECOMMENDATION IS THEN SENT TO BE APPROVED BY THE ENTIRE CCF BOARD. THE LEADERSHIP IS HIRED ON A ONE YEAR CONTRACT PERIOD, TO BE RENEWED BY THE MUTUAL AGREEMENT OF BOTH PARTIES. LINE 15B: THE EXCUTIVE DIRECTOR AND DIRECT SUPERVISORS CONDUCT ANNUAL PERFORMANCE REVIEWS WITH KEY EMPLOYEES ON THEIR ANNIVERSARY DATE OF HIRE. BASED ON OVERALL PERFORMANCE (GOALS ARE ESTABLISHED IN ADVANCE) DIRECT SUPERVIORS MAKE A RECOMMENDATION TO THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | AGENCY REVENUES -228,810. AGENCY EXPENSES 16,884. |
| FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS | THE AUDIT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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