2019-11-14T12:14:52-06:00 2019-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191082 990 2018-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 SARAH OWEN PRESIDENT / CEO 2392745900 2019-11-15 true PATTI R HARDIN P00371840 2399392233 2019-11-06 67.129.180.18 2019-11-14 12:14:52 CS P 03F18296D374F26AAC67775A32AEA2469D8AA2C5 53D712E914DE53D7F655CDBCF4E42B9B550E66C6 2018 2020-03-31 21:24:44Z SARAH OWEN 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 55797528 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND 18 18 18 276 -88365 14209172 13041091 0 5185114 8100134 3662081 362695 23056367 21503920 6422577 5891202 0 1203052 1654139 0 378918 2300331 2164866 9925960 9710207 13130407 11793713 126767839 134951570 14993624 14675701 111774215 120275869 X THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND false false 4116238 3005815 7586624 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. 1054843 770282 681518 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. 1206700 881173 2960559 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. 1689775 1233931 1812390 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. 1689775 1233931 1812390 8067556 true true false false false true false true false true true false false true true true false true false false false false false false false false false true true true false false false false false false false false true true false false true true false false false true 68 0 true 18 true true true false false false false true true true 1 false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false FL X X X SARAH OWEN 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 DR LARRY A HOBBS CHAIR 3.00 X X 0 0 0 CRAIG FOLK VICE CHAIR 3.00 X X 0 0 0 HOWARD L LELAND SEC / TREAS 3.00 X X 0 0 0 GUY WHITESMAN IMMEDIATE PA 3.00 X X 0 0 0 JUAN BENDECK TRUSTEE 3.00 X 0 0 0 CAROLYN CONANT TRUSTEE 3.00 X 0 0 0 MARY BETH CRAWFORD TRUSTEE 3.00 X 0 0 0 CHAUNCEY GOSS TRUSTEE 3.00 X 0 0 0 DENNIE HAMILTON TRUSTEE 3.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 3.00 X 0 0 0 ALAN MANDEL TRUSTEE 3.00 X 0 0 0 GAIL MARKHAM TRUSTEE 3.00 X 0 0 0 FRED MOON TRUSTEE 3.00 X 0 0 0 DALE REISS TRUSTEE 3.00 X 0 0 0 SANDY ROBINSON TRUSTEE 3.00 X 0 0 0 ROBBIE B ROEPSTORFF TRUSTEE 3.00 X 0 0 0 GAY THOMPSON TRUSTEE 3.00 X 0 0 0 MYRA HALE WALTERS TRUSTEE 3.00 X 0 0 0 SARAH OWEN PRESIDENT / 50.00 5.00 X X 317615 0 31155 LUIS A LEON CFO 50.00 X 95748 0 0 PETER OCSODY CHIEF STRATE 40.00 X 0 0 0 413363 31155 1 false true false MARKHAM NORTON MOSTELLER WRIGHT & CO PA 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 PROF SERVICES 405000 COUHIG PARTNERS LLC 1100 POYDRAS STREET 3250 NEW ORLEANS LA 70163 LEGAL SERVICES 144000 2 600000 12441091 2911689 13041091 1803581 1803581 16782 144048 -127266 -127266 -88365 -38901 34027908 6418205 34149560 -121652 6418205 6296553 6296553 BEQUEST FEES 388171 388171 MISCELLANEOUS INCOME 101790 101790 489961 21503920 489961 -88365 8061233 5120920 5120920 770282 770282 586195 205168 281373 99654 824946 437221 247484 140241 18242 9668 5473 3101 138676 73583 41518 23575 86080 45623 25824 14633 2114 740 1015 359 39900 31562 8210 128 211581 167364 43538 679 752896 594787 158109 86078 30128 41316 14634 177193 62018 85052 30123 276474 157591 110589 8294 24580 8603 11798 4179 44016 15406 21127 7483 212597 121180 91417 12202 4271 5857 2074 50324 17614 24155 8555 PROJECTS 150169 150169 RELATIONSHIPS 46004 16101 22082 7821 DUES & SUBSCRIPTIONS 36327 12714 17437 6176 PRINTING AND PUBLICATION 23475 8216 11268 3991 18936 6627 9091 3218 9710207 8067556 1263733 378918 7125343 1517631 2915591 695333 7590 44701 10494177 194995 4892605 10299182 86643249 97212337 25183461 25182386 126767839 134951570 93106 255621 1236950 1283377 17672 10149000 10149000 3496896 2987703 14993624 14675701 X 86520742 94323149 23837802 24574031 1415671 1378689 111774215 120275869 126767839 134951570 X 11793713 -4338792 13188 1033545 X false true X true false X 6702288 3930741 5973380 8960544 5450502 31017455 6702288 3930741 5973380 8960544 5450502 31017455 6120158 24897297 1140339 822960 1404640 1854332 1808711 7030982 38048437 4152042 0.65440 0.56570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148 2 6572821 15000 1822834 17113 24877847 77936 true true 139237 164525 X X ARTIST RECOGNITION PROG false 74684227 13434585 2934966 4461907 1154737 85437134 68804966 7039696 4478462 4443436 1195461 74684227 58351450 7981840 7171922 3548078 1152168 68804966 59613288 4186373 -218618 3972655 1256938 58351450 51133580 11215653 1207554 2911505 1031995 59613288 0.98390 0.01610 false false 9639154 126831 9512323 681642 68164 613478 173381 173381 10299182 DEFERRED GIFTS REC - CRTS / CLTS 23541626 DEFERRED GIFTS REC - CGAS 733849 CONTRIBUTIONS RECEIVABLE 562106 LIFE INSURANCE - REMAINDER INTEREST 248481 OTHER ASSETS 96324 25182386 FUNDS HELD AS AGENCY ACCOUNTS 2614455 ANNUITY OBLIGATIONS 373248 2987703 X 16854798 -4338792 13188 144048 -4181556 21036354 467566 467566 21503920 8353144 13188 144048 157236 8195908 1514299 1514299 9710207 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 true ABUSE COUNSELING & TREATMENT INC PO BOX 60401 FORT MYERS FL 33906 591864735 501(C) 9000 SPECIFIC PROGRAM ALLEN COUNTY SOCIETY FOR THE PREV 4914 S HANNA STREET FORT WAYNE IN 46806 356042135 501(C) 250000 GEN OP / SPEC PRGM ALZHEIMERS DISEASE & REL DISORDERS 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 133039601 501(C) 16300 GEN OP / SPEC PRGM 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FORT MYERS FL 33902 650565226 501(C) 20750 GEN OP / SPEC PRGM CAPE CORAL ANIMAL SHELTER 1217 CAPE CORAL PKWY E 235 CAPE CORAL FL 33904 813632884 501(C) 54199 SPECIFIC PROGRAM CAPE CORAL TECHNICAL COLLEGE 360 SANTA BARBARA BOULEVARD NORTH CAPE CORAL FL 33993 501(C) 15000 SPECIFIC PROGRAM CAPTIVA CHAPEL BY THE SEA PO BOX 188 CAPTIVA FL 33924 596143042 501(C) 11281 GEN OP SUPPORT CATHOLIC CHARITIES DIOCESE VENICE PO BOX 2116 100 PINEBROOK ROAD VENICE FL 34284 592473176 501(C) 10000 SPECIFIC PROGRAM CENTER FOR THE ARTS OF BONITA SPR 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501(C) 15000 GEN OP / SPEC PRGM CHARLOTTE HARBOR ENVIRO CENTER 10941 BURNT STORE RD PUNTA GORDA FL 33955 592853001 501(C) 30000 SPECIFIC PROGRAM CHARLOTTE TECHNICAL COLLEGE 18150 MURDOCK CIRCLE PORT CHARLOTTE FL 33948 461998318 501(C) 15000 SPECIFIC PROGRAM CHILDREN'S ADVOCACY CENTER OF SW FL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501(C) 16000 GEN OP SUPPORT CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 391214138 501(C) 7000 GEN OP SUPPORT CHRISTIAN MEDICAL MINISTRIES 6900 DANIELS PKWY SUITE 29-393 FORT MYERS FL 33912 472641606 501(C) 50000 SPECIFIC PROGRAM CITRUS CENTER BOYS & GIRLS CLUB INC PO BOX 2666 WINTER HAVEN FL 33883 590776417 501(C) 6866 GEN OP SUPPORT CITY OF SANIBEL 800 DUNLAP ROAD SANIBEL FL 33957 GOV 25000 SPECIFIC PROGRAM CLEO INSTITUTE 8325 NE 2ND AVENUE SUITE 218 MIAMI FL 33138 273185735 501(C) 13000 SPECIFIC PROGRAM CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 34998 GEN OP / SPEC PRGM COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 10131 GEN OP SUPPORT COMMUNITY ASSISTED AND SUPPORTED 1 N TURTLE AVENUE SUITE 5 SARASOTA FL 34237 650869993 501(C) 28510 SPECIFIC PROGRAM COMMUNITY COOPERATIVE INC P O 2143 FORT MYERS FL 33902 592602772 501(C) 10585 / SPEC PRGM COMMUNITY FOUNDATION OF WESTERN NC 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 561223384 501(C) 15000 SPECIFIC PROGRAM COMMUNITY HAVEN FOR ADULTS & CHILD 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C) 80000 SPECIFIC PROGRAM CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 591157084 501(C) 10000 SPECIFIC PROGRAM COUNCIL ON FOUNDATIONS P O BOX 75661 BALTIMORE MD 21275 136068327 501(C) 12850 GEN OP SUPPORT COVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C) 16675 GEN OP / SPEC PRGM CULTURAL PARK THEATRE COMPANY INC 528 CULTURAL PARK BOULEVARD CAPE CORAL FL 33990 591155302 501(C) 6000 SPECIFIC PROGRAM DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 042263040 501(C) 21886 GEN OP SUPPORT DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL FL 33957 592240895 501(C) 14000 SPECIFIC PROGRAM DIOCESE OF SOUTHWEST FLORIDA 8005 25TH EAST ST PARRISH FL 34219 591282026 501(C) 17500 SPECIFIC PROGRAM DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS FL 33906 271988145 501(C) 12000 SPECIFIC PROGRAM DOCTORS WITHOUT BORDERS USA INC PO BOX 5023 HAGERSTOWN MD 21741 133433452 501(C) 5100 GEN OP / SPEC PRGM DOWNTOWN MAN CORP OF FT MYERS FL PO BOX 1686 FORT MYERS FL 33901 650542768 501(C) 25000 SPECIFIC PROGRAM DR PIPER CENTER FOR SOCIAL SERVICES 2607 DR ELLA PIPER WAY FORT MYERS FL 33916 650788551 501(C) 9877 GEN OP / SPEC PRGM EARLY LEARNING COALITION OF SW FL 2675 WINKLER AVE FORT MYERS FL 33901 651144775 501(C) 33000 SPECIFIC PROGRAM ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501(C) 14500 GEN OP / SPEC PRGM EDISON SAILING CENTER 1420 DEL RIO DRIVE FORT MYERS FL 33901 592635134 501(C) 5453 GEN OP SUPPORT FAMILY HEALTH CENTERS OF SW FL PO BOX 1357 FORT MYERS FL 33902 591741273 501(C) 49640 SPECIFIC PROGRAM FEEDING CHILDREN EVERYWHERE INC 830 S RONALD REGAN BLVD UNIT 142 LONGWOOD FL 32750 273274349 501(C) 50000 SPECIFIC PROGRAM FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DRIVE NAPLES FL 34109 440610626 501(C) 10000 GEN OP SUPPORT FIRST ASSEMBLY CORNERSTONE 3220 DR MARTIN LUTHER KING JR BLVD FORT MYERS FL 33916 591613511 501(C) 6500 GEN OP / SPEC PRGM FLORIDA ARTS INC 2301 FIRST STREET FORT MYERS FL 33901 311536036 501(C) 6800 SPECIFIC PROGRAM FLORIDA DEPT HEALTH CHARLOTTE CTY 1100 LOVELAND BLVD PORT CHARLOTTE FL 33980 593502843 GOV 25000 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650753801 501(C) 23801 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY FD 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 144304 GOEN OP / SPEC PRGM FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C) 5774 GEN OP SUPPORT FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501(C) 5150 GEN OP / SPEC PRGM FLORIDA RURAL LEGAL SERVICES INC 32410 CLEVELAND AVENUE SUITE 101 FORT MYERS FL 33901 591225173 501(C) 106292 SPECIFIC PROGRAM FLORIDA SOUTHWESTERN ST COLLEGE FD 8099 COLLEGE PARKWAY FORT MYERS FL 33919 596173638 501(C) 6500 GEN OP SUPPORT FORT MYERS BEACH ART ASSOC P O BOX 2359 FORT MYERS FL 33932 591004609 501(C) 7500 SPECIFIC PROGRAM FORT MYERS COMMUNITY CONCERT ASSOC P O BOX 606 FORT MYERS FL 33902 591739068 501(C) 11951 GEN OP SUPPORT FORT MYERS MURAL SOCIETY 2443 FIRST STREET FORT MYERS FL 33901 813755781 501(C) 15000 SPECIFIC PROGRAM FORT MYERS TECHNICAL COLLEGE 3800 MICHIGAN AVE FORT MYERS FL 33916 501(C) 31000 SPECIFIC PROGRAM FOUND FOR LEE COUNTY PUBLIC SCHOOLS PO BOX 1608 FORT MYERS FL 33902 592637849 501(C) 9104 GEN OP / SPEC PRGM FRIENDS OF THE MOUND HOUSE P O BOX 154 FORT MYERS FL 33931 562544250 501(3) 12500 SPECIFIC PROGRAM GATEWAY TRINITY LUTHERAN CHURCH 11381 GATEWAY BLVD FORT MYERS FL 33913 650218796 501(C) 25000 CAPITAL CONTRIB GEISINGER HEALTH 100 NORTH ACADEMY AVENUE DANVILLE PA 17822 231995911 501(C) 10000 GEN OP SUPPORT GHOSTBIRD THEATRE COMPANY 2797 1ST STREET UNIT 305 FORT MYERS FL 33916 461921355 501(C) 6500 SPECIFIC PROGRAM GLADES COUNTY EDUCATION FOUNDATION PO BOX 443 MOORE HAVEN FL 33471 463728223 501(C) 40000 SPECIFIC PROGRAM GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 14742 GEN OP SUPPORT GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C) 10000 GEN OP SUPPORT GOODWILL INDUSTRIES OF SOUTHWEST FL 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C) 72653 GEN OP / SPEC PRGM GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 18242 GEN OP / SPEC PRGM GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 53210 GEN OP / SPEC PRGM GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501(C) 62700 GEN OP / SPEC PRGM HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 96931 GEN OP / SPEC PRGM HANDS UP CHARITY 3017 SW 2ND PLACE CAPE CORAL FL 33914 264133295 501(C) 15500 SPECIFIC PROGRAM HEIGHTS FOUNDATION INC 15570 HAGIE DR FORT MYERS FL 33908 651003872 501(C) 9346 GEN OP / SPEC PRGM HENDRY COUNTY SCHOOL DISTRICT PO BOX 1980 LABELLE FL 33975 GOV 49000 SPECIFIC PROGRAM HOPE CLUBHOUSE OF SW FL 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501(C) 80570 GEN OP / SPEC PRGM HOPE HOSPICE 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 30153 GEN OP / SPEC PRGM IMAGINARIUM GROUP INC 2000 CRANFORD AVENUE FORT MYERS FL 33916 650226984 501(C) 24350 SPECIFIC PROGRAM INSTITUTE FOR CULINARY AWARENESS 5861 PANGOLA RD FORT MYERS FL 33905 461241361 501(C) 10000 SPECIFIC PROGRAM INVEST IN AMERICA'S VETERANS FD 3100 DEL PRADO BLVD S CAPE CORAL FL 33904 264520112 501(C) 15000 SPECIFIC PROGRAM JUDICAL WATCH INC 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 521885088 501(C) 25000 GEN OP SUPPORT JUNIOR ACHIEVEMENT OF SWFL INC 13241 UNIVERSITY DRIVE SUITE 102 FORT MYERS FL 33907 650503084 501(C) 13500 SPECIFIC PROGRAM LABELLE HIGH SCHOOL 4050 EAST COWBOY WAY LABELLE FL 33935 GOV 12500 SPECIFIC PROGRAM LABORATORY THEATRE OF FLORIDA INC PO BOX 334 FORT MYERS FL 33902 270526903 501(C) 7200 GEN OP / SPEC PRGM LAKES PARK ENRICHMENT FOUNDATION P O BOX 61076 FORT MYERS FL 33906 200671031 501(C) 8000 SPECIFIC PROGRAM LARC INC 2570 HANSON STREET FORT MYERS FL 33901 590968911 501(C) 13150 SPECIFIC PROGRAM LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 510235174 501(C) 25000 GEN OP SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 32542 GEN OP / SPEC PRGM LEE COUNTY COALITION FOR A DRUG-FRE PO BOX 61688 FORT MYERS FL 33906 593052892 501(C) 13737 GEN OP SUPPORT LEE COUNTY DEPT OF HUMAN SERVICES 2440 THOMPSON STREET FORT MYERS FL 33901 GOV 32956 SPECIFIC PROGRAM LEE COUNTY DOMESTIC ANIMAL SVCS 5600 BANNER DRIVE FORT MYERS FL 33912 GOV 18909 GEN OP SUPPORT LEE COUNTY JEWISH FEDERATION INC 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 10645 GEN OP SUPORT LEE COUNTY PARKS & REC 3410 PALM BEACH BLVD FORT MYERS FL 33916 GOV 8000 SPECIFIC PROGRAM LEE MEMORIAL HEALTH SYSTEM FD PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 74403 GEN OP / SPEC PRGM LEGACY FOUNDATION AT SHELL POINT 15010 SHELL POINT BOULEVARD FORT MYERS FL 33908 800002415 501(C) 28873 GEN OP / SPEC PRGM LEGAL AID SERVICE OF COLLIER COUNTY 4436 TAMIAMI TRAIL E NAPLES FL 34112 591547191 501(C) 106292 SPECIFIC PROGRAM LEHIGH COMMUNITY SERVICES INC 201 PLAZA DR SUITE 103 LEHIGH ACRES FL 33936 591773738 501(C) 59521 GEN OP SUPPORT LIBERTY YOUTH RANCH INC PO BOX 366206 BONITA SPRINGS FL 34136 383674666 501(C) 10000 GEN OP SUPPORT LIFELINE FAMILY CENTER INC 907 SE 5TH AVE CAPE CORAL FL 33990 650529641 501(C) 6084 GEN OP SUPPORT LIGHTHOUSE OF SWFL INC 35 W MARIANA AVE NORT FORT MYERS FL 33903 591665257 501(C) 31982 GEN OP / SPEC PRGM LISA COLAGROSSI FOUNDATION 6340 JUNCTION ROAD BRIDGEPORT MI 48722 474718416 501(C) 10000 GEN OP SUPPORT LORENZO WALKER TECHNICAL COLLEGE 3702 ESTEY AVENUE NAPLES FL 34104 501(C) 15000 SPECIFIC PROGRAM LUTHERAN SERVICES OF FLORIDA INC 3627A W WATERS AVENUE TAMPA FL 33614 592198911 501(C) 106292 SPECIFIC PROGRAM MARANTAHA BIBLE & MISSIONARY CONF 4759 LAKE HARBOR ROAD MUSKEGON MI 49441 381558540 501(C) 15000 GEN OP / SPEC PRGM MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT ST BOSTON MA 02114 041564655 501(C) 30000 SPECIFIC PROGRAM MEDICAL DEBT RESOLUTION 80 THEODORE FREMD AVENUE RYE NY 10580 471442997 501(C) 23801 GEN OP / SPEC PRGM MUSEUM OF NJ MARITIME HISTORY INC 528 DOCK ROAD BEACH HAVEN NJ 08008 760730192 501(C) 7000 GEN OP / SPEC PRGM NAPLES SENIOR CENTER AT JFCS 5025 CASSTELLO DRIVE NAPLES FL 34103 453980909 501(C) 14615 GEN OP / SPEC PRGM NEW HORIZONS OF SWFL INC PO BOX 111833 NAPLES FL 34108 113678086 501(C) 37423 GEN OP / SPEC PRGM NORTH NAPLES UNITED METHODIST CHURC 6000 GOODLETTE-FRANK ROAD N NAPLES FL 34109 591383829 501(C) 15000 GEN OP / SPEC PRGM OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 9796 GEN OP SUPPORT ORGAN TRANSPLANT RECIPIENTS OF SW 1110 NE 2ND PLACE CAPE CORAL FL 33909 043634834 501(C) 10000 SPECIFIC PROGRAM PACHAMAMA ALLIANCE PO BOX 29191 SAN FRANCISCO CA 94129 943249793 501(C) 11500 GEN OP / SPEC PRGM PARKINSON'S FOUNDATION INC 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 131866796 501(C) 32404 GEN OP SUPPORT PRESIDENTS AND FELLOWS OF HARVARD 48 QUINCY STREET CAMBRIDGE MA 02138 042103580 501(C) 50000 SPECIFIC PROGRAM PROVIDENCE CHRISTIAN SCHOOL 701 MOHAWK PARKWAY CAPE CORAL FL 33914 592578577 501(C) 6200 GEN OP SUPPORT QUALITY OF LIFE CENTER OF SWFL PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 26199 GEN OP / SPEC PRGM REDLANDS CHRISTIAN MIGRANT ASSOC 402 W MAIN STREET IMMOKALEE FL 34142 591221966 501(C) 106292 SPECIFIC PROGRAM SALUSCARE INC 2763 EVANS AVENUE FORT MYERS FL 33901 591287693 501(C) 17855 GEN OP / SPEC PRGM SALVATION ARMY OF LEE HENDRY & GLA 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 24511 GEN OP / SPEC PRGM SANIBEL COMMUNITY ASSOCIATION 2173 PERIWINKLE WAY SANIBEL FL 33957 591060466 501(C) 9000 SPECIFIC PROGRAM SANIBEL COMMUNITY CHURCH 1740 PERIWINKLE WAY SANIBEL FL 33957 596509436 501(C) 12217 GEN OP / SPEC PRGM SCHOOL DISTRICT OF LEE COUNTY 2855 COLONIAL BOULEVARD FORT MYERS FL 33966 GOV 30000 SPECIFIC PROGRAM SEACREST SCHOOL INC 7100 DAVIS BOULEVARD NAPLES FL 34104 592311341 501(C) 10000 SPECIFIC PROGRAM SHELTER FOR ABUSED WOMEN INC PO BOX 10102 NAPLES FL 34101 592752895 501(C) 25000 SPECIFIC PROGRAM SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 362193608 501(C) 7488 GEN OP SUPPORT SOUTHWEST FLORIDA SYMPHONY 8290 COLLEGE PARKWAY SUITE 103 FORT MYERS FL 33919 591350404 501(C) 29549 GEN OP/ SPEC PRGM SPECIAL EQUESTRIANS INC PO BOX 61528 FORT MYERS FL 33906 650250071 501(C) 6094 GEN OP SUPPORT ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C) 39000 GEN OP / SPEC PRGM ST JOHN'S UNITED METHODIST CHURCH 1800 CYPRESS GARDENS BOULEVARD WINTER HAVEN FL 33884 591036243 501(C) 30500 SPECIFIC PROGRAM ST MATTHEW'S HOUSE INC 2001 AIRPORT ROAD S NAPLES FL 34112 651110501 501(C) 10500 GEN OP / SPEC PRGM ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 590774200 501(C) 9804 GEN OP SUPPORT STEVE RUMMLER HOPE NETWORK 12800 WHITESATER DR SUITE 100 MINNETONKA MN 55343 452903444 501(C) 26000 GEN OP SUPPORT SWFL CHILDREN'S CHARITIES INC 2031 JACKSON STREET SUITE 110 FORT MYERS FL 33901 262302491 501(C) 33375 GEN OP / SPEC PRGM SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 35335 GEN OP / SPEC PRGM SYMPHONIC CHORALE OF SW FL PO BOX 07105 FORT MYERS FL 33919 452458215 501(C) 8300 GEN OP / SPEC PRGM TEEN CHALLENGE PO BOX 60802 FORT MYERS FL 33907 592479228 501(C) 11272 GEN OP SUPPORT TEMPLE BETH - EL OF FORT MYERS INC 16225 WINKLER RD FORT MYERS FL 33908 591097143 501(C) 6293 GEN OP / SPEC PRGM THE UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 10216 GEN OP SUPPORT UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 250739 GEN OP / SPEC PRGM UNIVERSITY OF FLORIDA PO BOX 118400 GAINESVILLE FL 32611 596002052 501(C) 17718 SPECIFIC PROGRAM UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C) 14054 SPECIFIC PROGRAM VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 117693 GEN OP / SPEC PRGM WINTER HAVEN HOSPITAL FOUNDATION 200 AVENUE F NE WINTER HAVEN FL 33881 030406130 501(C) 25500 SPECIFIC PROGRAM WORLD CENTRAL KITCHEN 1875 CONNECTICUTE AVE NW 10TH FL WASHINGTON DC 20009 273521132 501(C) 20000 SPECIFIC PROGRAM YOUNG LIFE OF LEE COUNTY 5264 CLAYTON COURT SUITE 5 FORT MYERS FL 33907 840385934 501(C) 8000 SPECIFIC PROGRAM ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C) 12000 GEN OP SUPPORT SWFLCF SUPPORT ORGANIZATION INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 300958830 501(C) 215000 MISC GRANTS 5000 AND UNDER 2031JACKSON STREET SUITE 100 FORT MYERS FL 33901 501(C) 324671 GEN OP / SPEC PRGM 161 ACADEMIC SCHOLARSHIPS 131 770282 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. WHEN A GRANT IS AWARDED, A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE(S) DESCRIBED IN THE PROPOSAL THAT THE GRANTEE ORGANIZATION HAD SUBMITTED TO THE FOUNDATION. X X X X false true false false false false false false false SARAH OWEN PRESIDENT / CEO 306883 10732 31155 348770 SCHEDULE J, PAGE 1, PART I, LINE 4 SARAH OWEN 0 10,000 0 X 1 139237 APPRAISED VALUE X 30 1311452 FMV ON DATE OF TRANSFER X 2 1461000 APPRAISED VALUE 1 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO. FORM 990 - ORGANIZATION'S MISSION THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND TO TAKE ITS EXPANDED IDENTITY INTO CONSIDERATION WHEN SEEKING A NEW PHYSICAL OFFICE SPACE AND LOCATION ON THE SITE OF THE ATLANTIC COAST LINE RAILROAD DEPOT, IN FORT MYERS, FLORIDA. FORM 990, PAGE 2, PART III, LINE 4D OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 11B AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.FLORIDACOMMUNITY.COM AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS 1,033,545 SEE RECONCILIATION TO CONSOLIDATED FINANCIAL STATEMENTS AS PROVIDED IN SCHEDULE D. BONITA SPRINGS COMMUNITY FD LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274342648 INACTIVE FL NA COMMUNITY FD OF SANIBEL-CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343844 INACTIVE FL NA WOMENS LEGACY FUND LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274967919 INACTIVE FL NA WOMENS LEGACY FUND OF SWFL LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274968412 INACTIVE FL NA GOOD NEIGHBOR COMM FD OF SANIBEL- CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343158 INACTIVE FL NA SWFLCF SUPPORT ORGANIZATION INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 300958830 SUP ORG FL 501C3 12A N/A false false true false false false false false false false false true false false false false false false false false SWFLCF SUPPORT ORGANIZATION INC B 215000 ACTUAL COST SWFLCF SUPPORT ORGANIZATION INC K 164000 RENT - COMPARABLE VALUE