SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2019-11-14
IRS object ID: 201943189349306369
Schema version: 2018v3.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-14T12:14:52-06:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596580974	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Person Title	PRESIDENT / CEO	PersonTitleTxt
Phone	2392745900	PhoneNum
Signature	2019-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATTI R HARDIN	PreparerPersonNm
PTIN	P00371840	PTIN
Phone	2399392233	PhoneNum
Preparation	2019-11-06	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

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

Field	Value	IRS element (for citing)
IP	2019-11-14	IPDt
IP Tm	12:14:52	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	03F18296D374F26AAC67775A32AEA2469D8AA2C5	AtSubmissionCreationDeviceId
At Submission Filing Device Id	53D712E914DE53D7F655CDBCF4E42B9B550E66C6	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$55,797,528	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FLORIDACOMMUNITY.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	18	TotalEmployeeCnt
Total Volunteers	276	TotalVolunteersCnt
Total Gross UBI	-$88,365	TotalGrossUBIAmt
PY Contributions Grants	$14,209,172	PYContributionsGrantsAmt
CY Contributions Grants	$13,041,091	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$5,185,114	PYInvestmentIncomeAmt
CY Investment Income	$8,100,134	CYInvestmentIncomeAmt
PY Other Revenue	$3,662,081	PYOtherRevenueAmt
CY Other Revenue	$362,695	CYOtherRevenueAmt
PY Total Revenue	$23,056,367	PYTotalRevenueAmt
CY Total Revenue	$21,503,920	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,422,577	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,891,202	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,203,052	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,654,139	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$378,918	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,300,331	PYOtherExpensesAmt
CY Other Expenses	$2,164,866	CYOtherExpensesAmt
PY Total Expenses	$9,925,960	PYTotalExpensesAmt
CY Total Expenses	$9,710,207	CYTotalExpensesAmt
PY Revenues Less Expenses	$13,130,407	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,793,713	CYRevenuesLessExpensesAmt
Total Assets BOY	$126,767,839	TotalAssetsBOYAmt
Total Assets EOY	$134,951,570	TotalAssetsEOYAmt
Total Liabilities BOY	$14,993,624	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,675,701	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$111,774,215	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$120,275,869	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$4,116,238	ExpenseAmt
Grant	$3,005,815	GrantAmt
Revenue	$7,586,624	RevenueAmt
Desc	NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS. THE FOUNDATION ESTABLISHED ITS FIRST DESIGNATED ENDOWMENT FUND FOR THE PHILANTHROPIC AND PROGRAMMATIC WORK OF THE COLLABORATORY THROUGH THE GENEROSITY OF INSPIRED PHILANTHROPISTS. THE COLLABORATORY IS AN IMPACT INVESTING INITIATIVE DESIGNED TO SUPPORT THE VITAL WORK OF THE REGION'S NONPROFIT ORGANIZATION AND COMMUNITY MEMBERS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,054,843	ExpenseAmt
Grant	$770,282	GrantAmt
Revenue	$681,518	RevenueAmt
Desc	SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAM FOLLOW GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION DISTRIBUTES SCHOLARSHIP AWARDS DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE AWARDED STUDENT. THE SCHOLARSHIP PROCESS HAS BEEN REFINED TO INCREASE MULTI-YEAR SCHOLARSHIPS, TO ASSIST ALL STUDENT APPLICANTS (REGARDLESS OF RACE, ETHNICITY, GENDER, ETC.) BY OPENING MORE SCHOLARSHIP FUNDING OPPORTUNITIES BASED ON THE STUDENT APPLICANT'S ELIGIBILITY, AND TO ASSIST STUDENTS SEEKING CERTIFICATIONS FROM TECHNICAL SCHOOLS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,206,700	ExpenseAmt
Grant	$881,173	GrantAmt
Revenue	$2,960,559	RevenueAmt
Desc	COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. THE COMPETITIVE GRANT APPLICATION AND MONITORING PROCESS FOR PROGRAMS SUCH AS COMMUNITY IMPACT GRANTS, ARTS AND ATTRACTION, AND WOMEN'S LEGACY FUND HAVE BEEN SIMPLIFIED TO HELP THE NONPROFITS SEEK FUNDING BY SUBMITTING THEIR BEST IDEAS TO SOLVE ISSUES AFFECTING OUR REGION. THEY ARE INVITED INTO THE FOUNDATION'S COMPASSIONATE SHARK TANK TO PITCH THEIR IDEA TO A PANEL OF COMMUNITY EXPERTS AS WELL AS A GROUP OF PHILANTHROPISTS WHO COME TO LEARN ABOUT COMMUNITY NEEDS AND SUPPORT SOLUTIONS. IN ADDITION, THE FOUNDATION HAS BEGUN OFFERING MULTI-YEAR RENEWABLE GRANTS WITH THE INTENT OF SOLVING A SPECIFIC IDENTIFIED NEED.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$1,689,775	ExpenseAmt
Grant	$1,233,931	GrantAmt
Revenue	$1,812,390	RevenueAmt
Desc	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,689,775	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,233,931	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,812,390	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$8,067,556	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	68	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	18	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (true)	Form8282PropertyDisposedOfInd
Form8282 Filed	1	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	18	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DR LARRY A HOBBS
CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
CRAIG FOLK
VICE CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
HOWARD L LELAND
SEC / TREAS	3.00	Yes (X)	Yes (X)	$0	$0	$0
GUY WHITESMAN
IMMEDIATE PA	3.00	Yes (X)	Yes (X)	$0	$0	$0
JUAN BENDECK
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CAROLYN CONANT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
MARY BETH CRAWFORD
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CHAUNCEY GOSS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DENNIE HAMILTON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
HUGH KINSEY JR
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ALAN MANDEL
TRUSTEE	3.00	Yes (X)		$0	$0	$0
GAIL MARKHAM
TRUSTEE	3.00	Yes (X)		$0	$0	$0
FRED MOON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DALE REISS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SANDY ROBINSON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ROBBIE B ROEPSTORFF
TRUSTEE	3.00	Yes (X)		$0	$0	$0
GAY THOMPSON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
MYRA HALE WALTERS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SARAH OWEN
PRESIDENT /	50.00	Yes (X)	Yes (X)	$317,615	$0	$31,155	5.00
LUIS A LEON
CFO	50.00		Yes (X)	$95,748	$0	$0
PETER OCSODY
CHIEF STRATE	40.00		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$413,363	TotalReportableCompFromOrgAmt
Total Other Compensation	$31,155	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt	Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MARKHAM NORTON MOSTELLER WRIGHT & CO
PA	8961 CONFERENCE DRIVE SUITE 1	FORT MYERS	FL	33919	PROF SERVICES	$405,000
COUHIG PARTNERS LLC
	1100 POYDRAS STREET 3250	NEW ORLEANS	LA	70163	LEGAL SERVICES	$144,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$600,000	GovernmentGrantsAmt
All Other Contributions	$12,441,091	AllOtherContributionsAmt
Noncash Contributions	$2,911,689	NoncashContributionsAmt
Total Contributions	$13,041,091	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,803,581	TotalRevenueColumnAmt
Exclusion	$1,803,581	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$16,782	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$144,048	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$127,266	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$127,266	TotalRevenueColumnAmt
Unrelated Business Revenue	-$88,365	UnrelatedBusinessRevenueAmt
Exclusion	-$38,901	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$34,027,908	SecuritiesAmt
Other	$6,418,205	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$34,149,560	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$121,652	SecuritiesAmt
Other	$6,418,205	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,296,553	TotalRevenueColumnAmt
Exclusion	$6,296,553	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
BEQUEST FEES	$388,171	$388,171
MISCELLANEOUS INCOME	$101,790	$101,790

Field	Value	IRS element (for citing)
Other Revenue Total	$489,961	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$21,503,920	TotalRevenueColumnAmt
Related Or Exempt Func Income	$489,961	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$88,365	UnrelatedBusinessRevenueAmt
Exclusion	$8,061,233	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,120,920	TotalAmt
Program Services	$5,120,920	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$770,282	TotalAmt
Program Services	$770,282	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$586,195	TotalAmt
Program Services	$205,168	ProgramServicesAmt
Management And General	$281,373	ManagementAndGeneralAmt
Fundraising	$99,654	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$824,946	TotalAmt
Program Services	$437,221	ProgramServicesAmt
Management And General	$247,484	ManagementAndGeneralAmt
Fundraising	$140,241	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$18,242	TotalAmt
Program Services	$9,668	ProgramServicesAmt
Management And General	$5,473	ManagementAndGeneralAmt
Fundraising	$3,101	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$138,676	TotalAmt
Program Services	$73,583	ProgramServicesAmt
Management And General	$41,518	ManagementAndGeneralAmt
Fundraising	$23,575	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$86,080	TotalAmt
Program Services	$45,623	ProgramServicesAmt
Management And General	$25,824	ManagementAndGeneralAmt
Fundraising	$14,633	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,114	TotalAmt
Program Services	$740	ProgramServicesAmt
Management And General	$1,015	ManagementAndGeneralAmt
Fundraising	$359	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,900	TotalAmt
Program Services	$31,562	ProgramServicesAmt
Management And General	$8,210	ManagementAndGeneralAmt
Fundraising	$128	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$211,581	TotalAmt
Program Services	$167,364	ProgramServicesAmt
Management And General	$43,538	ManagementAndGeneralAmt
Fundraising	$679	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$752,896	TotalAmt
Program Services	$594,787	ProgramServicesAmt
Management And General	$158,109	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$86,078	TotalAmt
Program Services	$30,128	ProgramServicesAmt
Management And General	$41,316	ManagementAndGeneralAmt
Fundraising	$14,634	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$177,193	TotalAmt
Program Services	$62,018	ProgramServicesAmt
Management And General	$85,052	ManagementAndGeneralAmt
Fundraising	$30,123	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$276,474	TotalAmt
Program Services	$157,591	ProgramServicesAmt
Management And General	$110,589	ManagementAndGeneralAmt
Fundraising	$8,294	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$24,580	TotalAmt
Program Services	$8,603	ProgramServicesAmt
Management And General	$11,798	ManagementAndGeneralAmt
Fundraising	$4,179	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$44,016	TotalAmt
Program Services	$15,406	ProgramServicesAmt
Management And General	$21,127	ManagementAndGeneralAmt
Fundraising	$7,483	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$212,597	TotalAmt
Program Services	$121,180	ProgramServicesAmt
Management And General	$91,417	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,202	TotalAmt
Program Services	$4,271	ProgramServicesAmt
Management And General	$5,857	ManagementAndGeneralAmt
Fundraising	$2,074	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$50,324	TotalAmt
Program Services	$17,614	ProgramServicesAmt
Management And General	$24,155	ManagementAndGeneralAmt
Fundraising	$8,555	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROJECTS	$150,169	$150,169
RELATIONSHIPS	$46,004	$16,101	$22,082	$7,821
DUES & SUBSCRIPTIONS	$36,327	$12,714	$17,437	$6,176
PRINTING AND PUBLICATION	$23,475	$8,216	$11,268	$3,991

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,936	TotalAmt
Program Services	$6,627	ProgramServicesAmt
Management And General	$9,091	ManagementAndGeneralAmt
Fundraising	$3,218	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,710,207	TotalAmt
Program Services	$8,067,556	ProgramServicesAmt
Management And General	$1,263,733	ManagementAndGeneralAmt
Fundraising	$378,918	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,125,343	BOYAmt
EOY	$1,517,631	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,915,591	BOYAmt
EOY	$695,333	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,590	BOYAmt
EOY	$44,701	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$10,494,177	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$194,995	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,892,605	BOYAmt
EOY	$10,299,182	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$86,643,249	BOYAmt
EOY	$97,212,337	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,183,461	BOYAmt
EOY	$25,182,386	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$126,767,839	BOYAmt
EOY	$134,951,570	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$93,106	BOYAmt
EOY	$255,621	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,236,950	BOYAmt
EOY	$1,283,377	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,672	BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$10,149,000	BOYAmt
EOY	$10,149,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,496,896	BOYAmt
EOY	$2,987,703	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,993,624	BOYAmt
EOY	$14,675,701	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$86,520,742	BOYAmt
EOY	$94,323,149	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$23,837,802	BOYAmt
EOY	$24,574,031	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,415,671	BOYAmt
EOY	$1,378,689	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$111,774,215	BOYAmt
EOY	$120,275,869	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$126,767,839	BOYAmt
EOY	$134,951,570	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$11,793,713	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$4,338,792	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$13,188	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$1,033,545	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,702,288	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,930,741	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,973,380	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,960,544	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,450,502	CurrentTaxYearAmt
Total	$31,017,455	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,702,288	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,930,741	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,973,380	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,960,544	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,450,502	CurrentTaxYearAmt
Total	$31,017,455	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$6,120,158	SubstantialContributorsTotAmt
Public Support Total170	$24,897,297	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,140,339	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$822,960	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,404,640	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,854,332	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,808,711	CurrentTaxYearAmt
Total	$7,030,982	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$38,048,437	TotalSupportAmt
Gross Receipts Rltd Activities	$4,152,042	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65440	PublicSupportCY170Pct
Public Support PY170	0.56570	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	148	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	2	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$6,572,821	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$15,000	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$1,822,834	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$17,113	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$24,877,847	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$77,936	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$139,237	RevenuesIncludedAmt
Assets Included	$164,525	AssetsIncludedAmt

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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

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

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$51,133,580	BeginningYearBalanceAmt
Contributions	$11,215,653	ContributionsAmt
Investment Earnings Or Losses	$1,207,554	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,911,505	GrantsOrScholarshipsAmt
Administrative Expenses	$1,031,995	AdministrativeExpensesAmt
End Year Balance	$59,613,288	EndYearBalanceAmt

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

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,639,154	OtherCostOrOtherBasisAmt
Depreciation	$126,831	DepreciationAmt
Book Value	$9,512,323	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$681,642	OtherCostOrOtherBasisAmt
Depreciation	$68,164	DepreciationAmt
Book Value	$613,478	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$173,381	OtherCostOrOtherBasisAmt
Book Value	$173,381	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$10,299,182	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED GIFTS REC - CRTS / CLTS	$23,541,626
DEFERRED GIFTS REC - CGAS	$733,849
CONTRIBUTIONS RECEIVABLE	$562,106
LIFE INSURANCE - REMAINDER INTEREST	$248,481
OTHER ASSETS	$96,324

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$25,182,386	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
FUNDS HELD AS AGENCY ACCOUNTS	$2,614,455
ANNUITY OBLIGATIONS	$373,248

Field	Value	IRS element (for citing)
Total Liability	$2,987,703	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$16,854,798	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$4,338,792	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$13,188	DonatedServicesAndUseFcltsAmt
Other Revenue	$144,048	OtherRevenueAmt
Revenue Not Reported	-$4,181,556	RevenueNotReportedAmt
Revenue Subtotal	$21,036,354	RevenueSubtotalAmt
Other Revenues Not Included	$467,566	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$467,566	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$21,503,920	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$8,353,144	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$13,188	DonatedServicesUseFcltsAmt
Other Expenses Included	$144,048	OtherExpensesIncludedAmt
Expenses Not Reported	$157,236	ExpensesNotReportedAmt
Expenses Subtotal	$8,195,908	ExpensesSubtotalAmt
Other Expenses Not Included	$1,514,299	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$1,514,299	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,710,207	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART III, LINE 4	THE ARTWORK HAS BEEN DONATED BY LOCAL ARTISTS AND IS DISPLAYED FOR THE PURPOSE OF BUILDING COMMUNITY ARTS AWARENESS.
SCHEDULE D, PAGE 2, PART V, LINE 4	TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY.
SCHEDULE D, PAGE 3, PART X	THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE. CURRENTLY, THE PRIOR THREE TAX PERIODS FOR FISCAL YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2018 ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT. 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 144,048
SCHEDULE D, PAGE 4, PART XI, LINE 4B	AGENCY FUNDS INCOME 240,930 AGENCY FUND CONTRIBUTIONS 13,755 PROFESSIONAL FEES ALLOCATED TO INCOME 205,349 FEES FOR SERVICES TO SUPPORT ORG 7,532
SCHEDULE D, PAGE 4, PART XII, LINE 2D	EXPENSES ALLOCATED TO RENTAL REVENUE 144,048
SCHEDULE D, PAGE 4, PART XII, LINE 4B	INVESTMENT FEES ALLOCATED TO AGENCY FD 6,232 AGENCY FUND GRANTS 164,010 PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 1,010,869 PROFESSIONAL FEES ALLOCATED TO INCOME 205,349 NET EXPENSES TO SUPPORT ORG 120,307 FEES FOR SERVICES TO SUPPORT ORG 7,532

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (162 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ABUSE COUNSELING & TREATMENT INC
PO BOX 60401	FORT MYERS	FL	33906	591864735	501(C)	$9,000	SPECIFIC PROGRAM
ALLEN COUNTY SOCIETY FOR THE PREV
4914 S HANNA STREET	FORT WAYNE	IN	46806	356042135	501(C)	$250,000	GEN OP / SPEC PRGM
ALZHEIMERS DISEASE & REL DISORDERS
14010 ROOSEVELT BLVD STE 709	CLEARWATER	FL	33762	133039601	501(C)	$16,300	GEN OP / SPEC PRGM
AMERICAN NATIONAL RED CROSS
7051 CYPRESS TER SUITE 110	FORT MYERS	FL	33907	530196605	501(C)	$13,000	SPECIFIC PROGRAM
AMI KIDS SOUTHWEST FLORIDA INC
1190 MAIN STREET	FORT MYERS BEACH	FL	33931	593052865	501(C)	$76,000	GEN OP SUPPORT
ANIMAL REFUGE CENTERINC
P O BOX 62605	FORT MYERS	FL	33906	650057419	501(C)	$30,737	GEN OP SUPPORT
ANIMAL RESCUE OF LABELLE INC
PO BOX 2441	LABELLE	FL	33935	650404638	501(C)	$11,174	GEN OP SUPPORT
ARTFEST FORT MYERS INC
1375 JACKSON ST SUITE 401	FORT MYERS	FL	33901	651119729	501(C)	$15,000	SPECIFIC PROGRAM
BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)	$25,804	GEN OP / SPEC PRGM
BARRIER ISLAND PARKS SOCIETY INC
PO BOX 637	BOCA GRANDE	FL	33921	650327405	501(C)	$5,151	SPECIFIC PROGRAM
BENEVOLENT & PROTECTIVE ORD OF ELKS
PO BOX 4508	NORTH FORT MYERS	FL	33918	650110605	501(C)	$15,000	SPECIFIC PROGRAM
BETH-EL FARMWORKER MINISTRY
PO BOX 860	WIMAUMA	FL	33598	593004876	501(C)	$11,000	GEN OP / SPEC PRGM
BEYOND WELLNESS CLUB INC
2925 CYPRESS TRACE CIRCLE 204	NAPLES	FL	34119	814762080	501(C)	$55,000	GEN OP SUPPORT
BIDEAWEE INC
410 E 38TH ST	NEW YORK	NY	10016	131655210	501(C)	$9,454	GEN OP SUPPORT
BIG ARTS
900 DUNLOP RD	SANIBEL	FL	33957	591956939	501(C)	$12,100	GEN OP / SPEC PRGM
BIG BROTHERS BIG SISTERS SUN COAST
1000 S TAMIAMI TRAIL STE C	VENICE	FL	34285	591361826	501(C)	$50,199	GEN OP / SPEC PRGM
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT	BONITA SPRINGS	FL	34134	473563908	501(C)	$19,636	GEN OP SUPPORT
BONITA SPRINGS CONCERT BAND INC
PO BOX 367872	BONITA SPRINGS	FL	34136	262505389	501(C)	$11,000	SPECIFIC PROGRAM
BONITA WONDER GARDENS INC
27180 OLD 41 ROAD	BONITA SPRINGS	FL	34135	464168846	501(C)	$33,500	GEN OP / SPEC PRGM
BUCKNELL UNIVERSITY
301 MARKET STREET SUITE 2	LEWISBURG	PA	17837	240772407	501(C)	$10,000	GEN OP SUPPORT
CAIR FLORIDA INC
8076 N 56TH STREET	TAMPA	FL	33617	651110616	501(C)	$100,834	SPECIFIC PROGRAM
CALOOSA HUMANE SOCIETY
P O BOX 2337	LABELLE	FL	33975	650759567	501(C)	$35,657	GEN OP SUPPORT
CALUSA WATERKEEPER
PO BOX 1165	FORT MYERS	FL	33902	650565226	501(C)	$20,750	GEN OP / SPEC PRGM
CAPE CORAL ANIMAL SHELTER
1217 CAPE CORAL PKWY E 235	CAPE CORAL	FL	33904	813632884	501(C)	$54,199	SPECIFIC PROGRAM
CAPE CORAL TECHNICAL COLLEGE
360 SANTA BARBARA BOULEVARD NORTH	CAPE CORAL	FL	33993		501(C)	$15,000	SPECIFIC PROGRAM
CAPTIVA CHAPEL BY THE SEA
PO BOX 188	CAPTIVA	FL	33924	596143042	501(C)	$11,281	GEN OP SUPPORT
CATHOLIC CHARITIES DIOCESE VENICE
PO BOX 2116 100 PINEBROOK ROAD	VENICE	FL	34284	592473176	501(C)	$10,000	SPECIFIC PROGRAM
CENTER FOR THE ARTS OF BONITA SPR
26100 OLD 41 ROAD	BONITA SPRINGS	FL	34135	650295085	501(C)	$15,000	GEN OP / SPEC PRGM
CHARLOTTE HARBOR ENVIRO CENTER
10941 BURNT STORE RD	PUNTA GORDA	FL	33955	592853001	501(C)	$30,000	SPECIFIC PROGRAM
CHARLOTTE TECHNICAL COLLEGE
18150 MURDOCK CIRCLE	PORT CHARLOTTE	FL	33948	461998318	501(C)	$15,000	SPECIFIC PROGRAM
CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE	FORT MYERS	FL	33901	650007620	501(C)	$16,000	GEN OP SUPPORT
CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH ST	SHEBOYGAN	WI	53081	391214138	501(C)	$7,000	GEN OP SUPPORT
CHRISTIAN MEDICAL MINISTRIES
6900 DANIELS PKWY SUITE 29-393	FORT MYERS	FL	33912	472641606	501(C)	$50,000	SPECIFIC PROGRAM
CITRUS CENTER BOYS & GIRLS CLUB INC
PO BOX 2666	WINTER HAVEN	FL	33883	590776417	501(C)	$6,866	GEN OP SUPPORT
CITY OF SANIBEL
800 DUNLAP ROAD	SANIBEL	FL	33957		GOV	$25,000	SPECIFIC PROGRAM
CLEO INSTITUTE
8325 NE 2ND AVENUE SUITE 218	MIAMI	FL	33138	273185735	501(C)	$13,000	SPECIFIC PROGRAM
CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)	$34,998	GEN OP / SPEC PRGM
COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)	$10,131	GEN OP SUPPORT
COMMUNITY ASSISTED AND SUPPORTED
1 N TURTLE AVENUE SUITE 5	SARASOTA	FL	34237	650869993	501(C)	$28,510	SPECIFIC PROGRAM
COMMUNITY COOPERATIVE INC
P O 2143	FORT MYERS	FL	33902	592602772	501(C)	$10,585	/ SPEC PRGM
COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300	ASHEVILLE	NC	28803	561223384	501(C)	$15,000	SPECIFIC PROGRAM
COMMUNITY HAVEN FOR ADULTS & CHILD
4405 DESOTO ROAD	SARASOTA	FL	34235	591305522	501(C)	$80,000	SPECIFIC PROGRAM
CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAY	NAPLES	FL	34102	591157084	501(C)	$10,000	SPECIFIC PROGRAM
COUNCIL ON FOUNDATIONS
P O BOX 75661	BALTIMORE	MD	21275	136068327	501(C)	$12,850	GEN OP SUPPORT
COVENANT PRESBYTERIAN CHURCH
2439 MCGREGOR BLVD	FORT MYERS	FL	33901	591150677	501(C)	$16,675	GEN OP / SPEC PRGM
CULTURAL PARK THEATRE COMPANY INC
528 CULTURAL PARK BOULEVARD	CAPE CORAL	FL	33990	591155302	501(C)	$6,000	SPECIFIC PROGRAM
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE	BOSTON	MA	02215	042263040	501(C)	$21,886	GEN OP SUPPORT
DING DARLING WILDLIFE SOCIETY INC
1 WILDLIFE DR	SANIBEL	FL	33957	592240895	501(C)	$14,000	SPECIFIC PROGRAM
DIOCESE OF SOUTHWEST FLORIDA
8005 25TH EAST ST	PARRISH	FL	34219	591282026	501(C)	$17,500	SPECIFIC PROGRAM
DIOCESE OF VENICE CATHOLIC FAITH AP
P O BOX 60759	FORT MYERS	FL	33906	271988145	501(C)	$12,000	SPECIFIC PROGRAM
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5023	HAGERSTOWN	MD	21741	133433452	501(C)	$5,100	GEN OP / SPEC PRGM
DOWNTOWN MAN CORP OF FT MYERS FL
PO BOX 1686	FORT MYERS	FL	33901	650542768	501(C)	$25,000	SPECIFIC PROGRAM
DR PIPER CENTER FOR SOCIAL SERVICES
2607 DR ELLA PIPER WAY	FORT MYERS	FL	33916	650788551	501(C)	$9,877	GEN OP / SPEC PRGM
EARLY LEARNING COALITION OF SW FL
2675 WINKLER AVE	FORT MYERS	FL	33901	651144775	501(C)	$33,000	SPECIFIC PROGRAM
ECHO INC
17391 DURRANCE ROAD	NORTH FORT MYERS	FL	33917	237275283	501(C)	$14,500	GEN OP / SPEC PRGM
EDISON SAILING CENTER
1420 DEL RIO DRIVE	FORT MYERS	FL	33901	592635134	501(C)	$5,453	GEN OP SUPPORT
FAMILY HEALTH CENTERS OF SW FL
PO BOX 1357	FORT MYERS	FL	33902	591741273	501(C)	$49,640	SPECIFIC PROGRAM
FEEDING CHILDREN EVERYWHERE INC
830 S RONALD REGAN BLVD UNIT 142	LONGWOOD	FL	32750	273274349	501(C)	$50,000	SPECIFIC PROGRAM
FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE	NAPLES	FL	34109	440610626	501(C)	$10,000	GEN OP SUPPORT
FIRST ASSEMBLY CORNERSTONE
3220 DR MARTIN LUTHER KING JR BLVD	FORT MYERS	FL	33916	591613511	501(C)	$6,500	GEN OP / SPEC PRGM
FLORIDA ARTS INC
2301 FIRST STREET	FORT MYERS	FL	33901	311536036	501(C)	$6,800	SPECIFIC PROGRAM
FLORIDA DEPT HEALTH CHARLOTTE CTY
1100 LOVELAND BLVD	PORT CHARLOTTE	FL	33980	593502843	GOV	$25,000	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S	FORT MYERS	FL	33965	650753801	501(C)	$23,801	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)	$144,304	GOEN OP / SPEC PRGM
FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST	DAYTONA BEACH	FL	32114	237377066	501(C)	$5,774	GEN OP SUPPORT
FLORIDA REPERTORY THEATRE
P O BOX 2483	FORT MYERS	FL	33902	650827621	501(C)	$5,150	GEN OP / SPEC PRGM
FLORIDA RURAL LEGAL SERVICES INC
32410 CLEVELAND AVENUE SUITE 101	FORT MYERS	FL	33901	591225173	501(C)	$106,292	SPECIFIC PROGRAM
FLORIDA SOUTHWESTERN ST COLLEGE FD
8099 COLLEGE PARKWAY	FORT MYERS	FL	33919	596173638	501(C)	$6,500	GEN OP SUPPORT
FORT MYERS BEACH ART ASSOC
P O BOX 2359	FORT MYERS	FL	33932	591004609	501(C)	$7,500	SPECIFIC PROGRAM
FORT MYERS COMMUNITY CONCERT ASSOC
P O BOX 606	FORT MYERS	FL	33902	591739068	501(C)	$11,951	GEN OP SUPPORT
FORT MYERS MURAL SOCIETY
2443 FIRST STREET	FORT MYERS	FL	33901	813755781	501(C)	$15,000	SPECIFIC PROGRAM
FORT MYERS TECHNICAL COLLEGE
3800 MICHIGAN AVE	FORT MYERS	FL	33916		501(C)	$31,000	SPECIFIC PROGRAM
FOUND FOR LEE COUNTY PUBLIC SCHOOLS
PO BOX 1608	FORT MYERS	FL	33902	592637849	501(C)	$9,104	GEN OP / SPEC PRGM
FRIENDS OF THE MOUND HOUSE
P O BOX 154	FORT MYERS	FL	33931	562544250	501(3)	$12,500	SPECIFIC PROGRAM
GATEWAY TRINITY LUTHERAN CHURCH
11381 GATEWAY BLVD	FORT MYERS	FL	33913	650218796	501(C)	$25,000	CAPITAL CONTRIB
GEISINGER HEALTH
100 NORTH ACADEMY AVENUE	DANVILLE	PA	17822	231995911	501(C)	$10,000	GEN OP SUPPORT
GHOSTBIRD THEATRE COMPANY
2797 1ST STREET UNIT 305	FORT MYERS	FL	33916	461921355	501(C)	$6,500	SPECIFIC PROGRAM
GLADES COUNTY EDUCATION FOUNDATION
PO BOX 443	MOORE HAVEN	FL	33471	463728223	501(C)	$40,000	SPECIFIC PROGRAM
GLADIOLUS LEARNING & DEVEL CNTR
10320 GLADIOLUS DR	FORT MYERS	FL	33908	237378076	501(C)	$14,742	GEN OP SUPPORT
GLOBAL SCHOLARS
PO BOX 12147	OVERLAND PARK	KS	66282	561627401	501(C)	$10,000	GEN OP SUPPORT
GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)	$72,653	GEN OP / SPEC PRGM
GUADALUPE CENTER INC
509 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)	$18,242	GEN OP / SPEC PRGM
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST	FORT MYERS	FL	33916	590806978	501(C)	$53,210	GEN OP / SPEC PRGM
GULF COAST SYMPHONY
P O BOX 60878	FORT MYERS	FL	33906	650666748	501(C)	$62,700	GEN OP / SPEC PRGM
HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	592236174	501(C)	$96,931	GEN OP / SPEC PRGM
HANDS UP CHARITY
3017 SW 2ND PLACE	CAPE CORAL	FL	33914	264133295	501(C)	$15,500	SPECIFIC PROGRAM
HEIGHTS FOUNDATION INC
15570 HAGIE DR	FORT MYERS	FL	33908	651003872	501(C)	$9,346	GEN OP / SPEC PRGM
HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980	LABELLE	FL	33975		GOV	$49,000	SPECIFIC PROGRAM
HOPE CLUBHOUSE OF SW FL
3602 BROADWAY AVE	FORT MYERS	FL	33901	300437443	501(C)	$80,570	GEN OP / SPEC PRGM
HOPE HOSPICE
9470 HEALTHPARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)	$30,153	GEN OP / SPEC PRGM
IMAGINARIUM GROUP INC
2000 CRANFORD AVENUE	FORT MYERS	FL	33916	650226984	501(C)	$24,350	SPECIFIC PROGRAM
INSTITUTE FOR CULINARY AWARENESS
5861 PANGOLA RD	FORT MYERS	FL	33905	461241361	501(C)	$10,000	SPECIFIC PROGRAM
INVEST IN AMERICA'S VETERANS FD
3100 DEL PRADO BLVD S	CAPE CORAL	FL	33904	264520112	501(C)	$15,000	SPECIFIC PROGRAM
JUDICAL WATCH INC
425 THIRD STREET SW SUITE 800	WASHINGTON	DC	20024	521885088	501(C)	$25,000	GEN OP SUPPORT
JUNIOR ACHIEVEMENT OF SWFL INC
13241 UNIVERSITY DRIVE SUITE 102	FORT MYERS	FL	33907	650503084	501(C)	$13,500	SPECIFIC PROGRAM
LABELLE HIGH SCHOOL
4050 EAST COWBOY WAY	LABELLE	FL	33935		GOV	$12,500	SPECIFIC PROGRAM
LABORATORY THEATRE OF FLORIDA INC
PO BOX 334	FORT MYERS	FL	33902	270526903	501(C)	$7,200	GEN OP / SPEC PRGM
LAKES PARK ENRICHMENT FOUNDATION
P O BOX 61076	FORT MYERS	FL	33906	200671031	501(C)	$8,000	SPECIFIC PROGRAM
LARC INC
2570 HANSON STREET	FORT MYERS	FL	33901	590968911	501(C)	$13,150	SPECIFIC PROGRAM
LEADERSHIP INSTITUTE
1101 N HIGHLAND STREET	ARLINGTON	VA	22201	510235174	501(C)	$25,000	GEN OP SUPPORT
LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)	$32,542	GEN OP / SPEC PRGM
LEE COUNTY COALITION FOR A DRUG-FRE
PO BOX 61688	FORT MYERS	FL	33906	593052892	501(C)	$13,737	GEN OP SUPPORT
LEE COUNTY DEPT OF HUMAN SERVICES
2440 THOMPSON STREET	FORT MYERS	FL	33901		GOV	$32,956	SPECIFIC PROGRAM
LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE	FORT MYERS	FL	33912		GOV	$18,909	GEN OP SUPPORT
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT	FORT MYERS	FL	33908	592668992	501(C)	$10,645	GEN OP SUPORT
LEE COUNTY PARKS & REC
3410 PALM BEACH BLVD	FORT MYERS	FL	33916		GOV	$8,000	SPECIFIC PROGRAM
LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)	$74,403	GEN OP / SPEC PRGM
LEGACY FOUNDATION AT SHELL POINT
15010 SHELL POINT BOULEVARD	FORT MYERS	FL	33908	800002415	501(C)	$28,873	GEN OP / SPEC PRGM
LEGAL AID SERVICE OF COLLIER COUNTY
4436 TAMIAMI TRAIL E	NAPLES	FL	34112	591547191	501(C)	$106,292	SPECIFIC PROGRAM
LEHIGH COMMUNITY SERVICES INC
201 PLAZA DR SUITE 103	LEHIGH ACRES	FL	33936	591773738	501(C)	$59,521	GEN OP SUPPORT
LIBERTY YOUTH RANCH INC
PO BOX 366206	BONITA SPRINGS	FL	34136	383674666	501(C)	$10,000	GEN OP SUPPORT
LIFELINE FAMILY CENTER INC
907 SE 5TH AVE	CAPE CORAL	FL	33990	650529641	501(C)	$6,084	GEN OP SUPPORT
LIGHTHOUSE OF SWFL INC
35 W MARIANA AVE	NORT FORT MYERS	FL	33903	591665257	501(C)	$31,982	GEN OP / SPEC PRGM
LISA COLAGROSSI FOUNDATION
6340 JUNCTION ROAD	BRIDGEPORT	MI	48722	474718416	501(C)	$10,000	GEN OP SUPPORT
LORENZO WALKER TECHNICAL COLLEGE
3702 ESTEY AVENUE	NAPLES	FL	34104		501(C)	$15,000	SPECIFIC PROGRAM
LUTHERAN SERVICES OF FLORIDA INC
3627A W WATERS AVENUE	TAMPA	FL	33614	592198911	501(C)	$106,292	SPECIFIC PROGRAM
MARANTAHA BIBLE & MISSIONARY CONF
4759 LAKE HARBOR ROAD	MUSKEGON	MI	49441	381558540	501(C)	$15,000	GEN OP / SPEC PRGM
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST	BOSTON	MA	02114	041564655	501(C)	$30,000	SPECIFIC PROGRAM
MEDICAL DEBT RESOLUTION
80 THEODORE FREMD AVENUE	RYE	NY	10580	471442997	501(C)	$23,801	GEN OP / SPEC PRGM
MUSEUM OF NJ MARITIME HISTORY INC
528 DOCK ROAD	BEACH HAVEN	NJ	08008	760730192	501(C)	$7,000	GEN OP / SPEC PRGM
NAPLES SENIOR CENTER AT JFCS
5025 CASSTELLO DRIVE	NAPLES	FL	34103	453980909	501(C)	$14,615	GEN OP / SPEC PRGM
NEW HORIZONS OF SWFL INC
PO BOX 111833	NAPLES	FL	34108	113678086	501(C)	$37,423	GEN OP / SPEC PRGM
NORTH NAPLES UNITED METHODIST CHURC
6000 GOODLETTE-FRANK ROAD N	NAPLES	FL	34109	591383829	501(C)	$15,000	GEN OP / SPEC PRGM
OCTAGON SEQUENCE OF EIGHT INC
41660 HORSESHOE ROAD	PUNTA GORDA	FL	33982	592298305	501(C)	$9,796	GEN OP SUPPORT
ORGAN TRANSPLANT RECIPIENTS OF SW
1110 NE 2ND PLACE	CAPE CORAL	FL	33909	043634834	501(C)	$10,000	SPECIFIC PROGRAM
PACHAMAMA ALLIANCE
PO BOX 29191	SAN FRANCISCO	CA	94129	943249793	501(C)	$11,500	GEN OP / SPEC PRGM
PARKINSON'S FOUNDATION INC
200 SE 1ST STREET SUITE 800	MIAMI	FL	33131	131866796	501(C)	$32,404	GEN OP SUPPORT
PRESIDENTS AND FELLOWS OF HARVARD
48 QUINCY STREET	CAMBRIDGE	MA	02138	042103580	501(C)	$50,000	SPECIFIC PROGRAM
PROVIDENCE CHRISTIAN SCHOOL
701 MOHAWK PARKWAY	CAPE CORAL	FL	33914	592578577	501(C)	$6,200	GEN OP SUPPORT
QUALITY OF LIFE CENTER OF SWFL
PO BOX 1290	FORT MYERS	FL	33901	650321309	501(C)	$26,199	GEN OP / SPEC PRGM
REDLANDS CHRISTIAN MIGRANT ASSOC
402 W MAIN STREET	IMMOKALEE	FL	34142	591221966	501(C)	$106,292	SPECIFIC PROGRAM
SALUSCARE INC
2763 EVANS AVENUE	FORT MYERS	FL	33901	591287693	501(C)	$17,855	GEN OP / SPEC PRGM
SALVATION ARMY OF LEE HENDRY & GLA
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)	$24,511	GEN OP / SPEC PRGM
SANIBEL COMMUNITY ASSOCIATION
2173 PERIWINKLE WAY	SANIBEL	FL	33957	591060466	501(C)	$9,000	SPECIFIC PROGRAM
SANIBEL COMMUNITY CHURCH
1740 PERIWINKLE WAY	SANIBEL	FL	33957	596509436	501(C)	$12,217	GEN OP / SPEC PRGM
SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BOULEVARD	FORT MYERS	FL	33966		GOV	$30,000	SPECIFIC PROGRAM
SEACREST SCHOOL INC
7100 DAVIS BOULEVARD	NAPLES	FL	34104	592311341	501(C)	$10,000	SPECIFIC PROGRAM
SHELTER FOR ABUSED WOMEN INC
PO BOX 10102	NAPLES	FL	34101	592752895	501(C)	$25,000	SPECIFIC PROGRAM
SHRINERS HOSPITAL FOR CHILDREN
12502 PINE DRIVE	TAMPA	FL	33612	362193608	501(C)	$7,488	GEN OP SUPPORT
SOUTHWEST FLORIDA SYMPHONY
8290 COLLEGE PARKWAY SUITE 103	FORT MYERS	FL	33919	591350404	501(C)	$29,549	GEN OP/ SPEC PRGM
SPECIAL EQUESTRIANS INC
PO BOX 61528	FORT MYERS	FL	33906	650250071	501(C)	$6,094	GEN OP SUPPORT
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)	$39,000	GEN OP / SPEC PRGM
ST JOHN'S UNITED METHODIST CHURCH
1800 CYPRESS GARDENS BOULEVARD	WINTER HAVEN	FL	33884	591036243	501(C)	$30,500	SPECIFIC PROGRAM
ST MATTHEW'S HOUSE INC
2001 AIRPORT ROAD S	NAPLES	FL	34112	651110501	501(C)	$10,500	GEN OP / SPEC PRGM
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE	FORT MYERS	FL	33901	590774200	501(C)	$9,804	GEN OP SUPPORT
STEVE RUMMLER HOPE NETWORK
12800 WHITESATER DR SUITE 100	MINNETONKA	MN	55343	452903444	501(C)	$26,000	GEN OP SUPPORT
SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET SUITE 110	FORT MYERS	FL	33901	262302491	501(C)	$33,375	GEN OP / SPEC PRGM
SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR	FORT MYERS	FL	33907	591150488	501(C)	$35,335	GEN OP / SPEC PRGM
SYMPHONIC CHORALE OF SW FL
PO BOX 07105	FORT MYERS	FL	33919	452458215	501(C)	$8,300	GEN OP / SPEC PRGM
TEEN CHALLENGE
PO BOX 60802	FORT MYERS	FL	33907	592479228	501(C)	$11,272	GEN OP SUPPORT
TEMPLE BETH - EL OF FORT MYERS INC
16225 WINKLER RD	FORT MYERS	FL	33908	591097143	501(C)	$6,293	GEN OP / SPEC PRGM
THE UNCOMMON FRIENDS FOUNDATION
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)	$10,216	GEN OP SUPPORT
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$250,739	GEN OP / SPEC PRGM
UNIVERSITY OF FLORIDA
PO BOX 118400	GAINESVILLE	FL	32611	596002052	501(C)	$17,718	SPECIFIC PROGRAM
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425	GAINESVILLE	FL	32604	590974739	501(C)	$14,054	SPECIFIC PROGRAM
VALERIES HOUSE INC
PO BOX 1955	FORT MYERS	FL	33902	473701240	501(C)	$117,693	GEN OP / SPEC PRGM
WINTER HAVEN HOSPITAL FOUNDATION
200 AVENUE F NE	WINTER HAVEN	FL	33881	030406130	501(C)	$25,500	SPECIFIC PROGRAM
WORLD CENTRAL KITCHEN
1875 CONNECTICUTE AVE NW 10TH FL	WASHINGTON	DC	20009	273521132	501(C)	$20,000	SPECIFIC PROGRAM
YOUNG LIFE OF LEE COUNTY
5264 CLAYTON COURT SUITE 5	FORT MYERS	FL	33907	840385934	501(C)	$8,000	SPECIFIC PROGRAM
ZION LUTHERAN CHURCH
7401 WINKLER RD	FORT MYERS	FL	33919	596473920	501(C)	$12,000	GEN OP SUPPORT
SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	300958830	501(C)	$215,000
MISC GRANTS 5000 AND UNDER
2031JACKSON STREET SUITE 100	FORT MYERS	FL	33901		501(C)	$324,671	GEN OP / SPEC PRGM

Field	Value	IRS element (for citing)
Total501c3 Org	161	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ACADEMIC SCHOLARSHIPS	GrantTypeTxt
Recipient	131	RecipientCnt
Cash Grant	$770,282	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Title	PRESIDENT / CEO	TitleTxt
Base Compensation Filing Org	$306,883	BaseCompensationFilingOrgAmt
Other Compensation Filing Org	$10,732	OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org	$31,155	DeferredCompensationFlngOrgAmt
Total Compensation Filing Org	$348,770	TotalCompensationFilingOrgAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, PAGE 1, PART I, LINE 4	FormAndLineReferenceDesc
Explanation	SARAH OWEN 0 10,000 0	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$139,237	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISED VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	30	ContributionCnt
Noncash Contributions Rpt F990	$1,311,452	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFER	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$1,461,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISED VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND TO TAKE ITS EXPANDED IDENTITY INTO CONSIDERATION WHEN SEEKING A NEW PHYSICAL OFFICE SPACE AND LOCATION ON THE SITE OF THE ATLANTIC COAST LINE RAILROAD DEPOT, IN FORT MYERS, FLORIDA.
FORM 990, PAGE 2, PART III, LINE 4D	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION.
FORM 990, PAGE 6, PART VI, LINE 11B	AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED.
FORM 990, PAGE 6, PART VI, LINE 15A	THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA.
FORM 990, PAGE 6, PART VI, LINE 15B	THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION.
FORM 990, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.FLORIDACOMMUNITY.COM AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR.
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS 1,033,545 SEE RECONCILIATION TO CONSOLIDATED FINANCIAL STATEMENTS AS PROVIDED IN SCHEDULE D.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SWFLCF SUPPORT ORGANIZATION INC	BusinessNameLine1Txt

US Address USAddress

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

Field	Value	IRS element (for citing)
EIN	300958830	EIN
Primary Activities	SUP ORG	PrimaryActivitiesTxt
Legal Domicile State	FL	LegalDomicileStateCd
Exempt Code Section	501C3	ExemptCodeSectionTxt
Public Charity Status	12A	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SWFLCF SUPPORT ORGANIZATION INC
B	$215,000	ACTUAL COST
SWFLCF SUPPORT ORGANIZATION INC
K	$164,000	RENT - COMPARABLE VALUE