2019-05-15T11:26:48-04:00 2018-06-30 260254161 Tuscan & Company PA 12621 World Plaza Lane Bldg 55 Fort Myers FL 33907 990 2017-07-01 651001650 Naples Children and Education Foundation Inc NAPL 999 Vanderbilt Beach Road Suite 300 Naples FL 34108 Peter Welsh Treasurer 2395142239 2019-01-11 true Jeffrey M Tuscan CPA P00184439 2393332090 2019-05-15 50.192.23.189 2019-05-15 11:40:34 6573472019135rzygh3o 2019-05-15 P E8A432241A2D89FB7B469CA21194F670B7131396 E8A432241A2D89FB7B469CA21194F670B7131396 2017 2019-02-21 02:37:17Z X 27487638 false X www.napleswinefestival.com X 2000 FL The Naples Children and Education Foundation is committed to supporting charitable programs that improve the physical, emotional and educational lives of underprivileged and at risk children in Collier County. 63 0 12 350 0 0 23772532 26252651 0 2146833 1234987 0 25919365 27487638 14179487 9886964 0 1077251 1253571 0 11181538 7825809 10882757 23082547 22023292 2836818 5464346 39557816 41381422 12969462 9328722 26588354 32052700 The Naples Children and Education Foundation is committed to supporting charitable programs that improve the physical, emotional and educational lives of underprivileged and at risk children in Collier County. false false 5334786 5334786 Awarded annual grants to charitable organizations that provide critical services to at risk and /or underprivileged children in Collier County. Services include but are not limited to educational, healthcare, hunger abatement, added capacity by way of construction among other services that meet childrens physical, education and emotional needs. Based on the Foundations investment approximately 25,000 at risk and underprivileged children will benefit from this activity. 1325161 1325161 The GPS (Great Program Synergizing) was created to work on a unity of mission and commitment to expand and enhance out-of-school time programs by leveraging resources, planning cooperatively, eliminating duplicative services, enhancing academics and enrichment opportunities, and developing personal leadership in students and staff. GPS services provide academic and resiliency safety nets for at-risk Immokalee students from kindergarten through 12th grade during the school year and the summer. All programs have strong academic and leadership components and are individualized based on the strength of each partner organization. 716673 716673 The Pediatric Behavioral Health Intiative is aimed at identifying and preventing childrens mental health issues, along with providing treatment referrals. Specially trained clinicians ensure timely access to high quality care without the stigma often associated with mental health issues. Primary and mental health care is provided at various clinics and physicians offices in Southwest Florida. 3238131 3238131 10614751 true true false false false false false false false false true false false false true true true false false false false false false false true false false true false true false false false false false true false true true false false false false false false false false true 11 1 12 true false false false false false true true false false false false X 63 0 false false false false false true false true true false false true true true true true true true true false FL X The Organization 2395142239 999 Vanderbilt Beach Road Suite 300 Naples FL 34108 Monte Ahuja Trustee 1.00 0.00 X 0 0 0 Usha Ahuja Trustee 1.00 0.00 X 0 0 0 Don DeMichele Trustee 1.00 0.00 X 0 0 0 Darlene DeMichele Trustee 1.00 0.00 X 0 0 0 Brian Brady Trustee 1.00 0.00 X 0 0 0 Jeannelle Brady Trustee 1.00 0.00 X 0 0 0 Lewie Card Trustee 1.00 0.00 X 0 0 0 Becky Card Trustee 1.00 0.00 X 0 0 0 Debbi Cary Trustee 1.00 0.00 X 0 0 0 Sandi Moran TrusteeVice Chair 1.00 0.00 X X 0 0 0 Harry Rose Trustee 1.00 0.00 X 0 0 0 Carol Rose Trustee 1.00 0.00 X 0 0 0 Jim Dixon Trustee 1.00 0.00 X 0 0 0 Laura Dixon Trustee 1.00 0.00 X 0 0 0 Bob Edwards Trustee 1.00 0.00 X 0 0 0 Terry Edwards Trustee 1.00 0.00 X 0 0 0 Paul Fleming Trustee 1.00 0.00 X 0 0 0 Jody Fleming Trustee 1.00 0.00 X 0 0 0 Jeff Gargiulo Trustee 1.00 0.00 X 0 0 0 Valerie Boyd Trustee 1.00 0.00 X 0 0 0 Gary Garrabrant Trustee 1.00 0.00 X 0 0 0 Sue Garrabrant Trustee 1.00 0.00 X 0 0 0 David Gibbons TrusteeChairman 1.00 0.00 X X 0 0 0 Pat Gibbons Trustee 1.00 0.00 X 0 0 0 Victor Grijalva Trustee 1.00 0.00 X 0 0 0 Linda Grijalva Trustee 1.00 0.00 X 0 0 0 Chuck Hallberg Trustee 1.00 0.00 X 0 0 0 Sharon Hallberg Trustee 1.00 0.00 X 0 0 0 Paul Hills Trustee 1.00 0.00 X 0 0 0 Barbie Hills Trustee 1.00 0.00 X 0 0 0 David Hoffmann Trustee 1.00 0.00 X 0 0 0 Jerri Hoffmann Trustee 1.00 0.00 X 0 0 0 Rick Kash Trustee 1.00 0.00 X 0 0 0 William Cary TrusteeTreasurer 1.00 0.00 X X 0 0 0 Katrina Lundmark-Kash Trustee 1.00 0.00 X 0 0 0 Tom Koehn Trustee 1.00 0.00 X 0 0 0 Linda Koehn Trustee 1.00 0.00 X 0 0 0 Joe Masterson Trustee 1.00 0.00 X 0 0 0 Nancy Masterson Trustee 1.00 0.00 X 0 0 0 David McCurry Trustee 1.00 0.00 X 0 0 0 Susie McCurry Trustee 1.00 0.00 X 0 0 0 Anne Welsh McNulty Trustee 1.00 0.00 X 0 0 0 Dale Medford Trustee 1.00 0.00 X 0 0 0 Karen Medford Trustee 1.00 0.00 X 0 0 0 Dan Mezzalingua Trustee 1.00 0.00 X 0 0 0 Kathy Mezzalingua Trustee 1.00 0.00 X 0 0 0 Tom Moran Trustee 1.00 0.00 X 0 0 0 Rick Germain Trustee 1.00 0.00 X 0 0 0 Libby Germain Trustee 1.00 0.00 X 0 0 0 Don Smith Trustee 1.00 0.00 X 0 0 0 Angela Smith Trustee 1.00 0.00 X 0 0 0 Susan Stielow Trustee 1.00 0.00 X 0 0 0 Julia Van Domelen Trustee 1.00 0.00 X 0 0 0 Carol Walter Trustee 1.00 0.00 X 0 0 0 John Walter Trustee 1.00 0.00 X 0 0 0 Peter Welsh Trustee 1.00 0.00 X 0 0 0 Shirley Welsh Trustee 1.00 0.00 X 0 0 0 Bill Wilson Trustee 1.00 0.00 X 0 0 0 Sissy Wilson Trustee 1.00 0.00 X 0 0 0 Chris Williams Trustee 1.00 0.00 X 0 0 0 Kristine Williams Trustee 1.00 0.00 X 0 0 0 Bill Cary Trustee 1.00 0.00 X 0 0 0 Maria Jimenez-Lara CEO 40.00 0.00 X 258635 0 0 Joan Larson CFO 40.00 0.00 X 141409 0 0 400044 0 0 2 false true false Thomas N Tibstra Exempt Marital Tru 693 Coral Drive Naples FL 34102 Rental 153049 1 15191562 11061089 6620157 26252651 1234987 1234987 15191562 27487638 0 0 1234987 9886964 9886964 391334 159160 57116 175058 652973 265572 95303 292098 20170 8203 2944 9023 114353 46509 16690 51154 74741 30398 10909 33434 156723 1306 284 155133 203903 775 80 203048 191462 88073 19146 84243 454972 3876 644 450452 11812 5197 1181 5434 19579 7774 1690 10115 Auction lots 1467744 1467744 In-Kind Lots and sponsors 5887889 5887889 In-Kind Vintner dinners 717278 717278 Meals catering and venue 323505 10817 2055 310633 1447890 100127 18961 1328802 22023292 10614751 227003 11181538 7114486 4672383 1563316 1503625 79799 82911 1629800 50454 25910 1579346 30708919 33452532 65386 90625 39557816 41381422 232531 141213 12307350 8471133 429581 716376 12969462 9328722 X 21488354 26610171 50000 182275 5050000 5260254 26588354 32052700 39557816 41381422 5464346 0 X false true X true false X 18875130 19391536 19109537 23772532 26252651 107401386 18875130 19391536 19109537 23772532 26252651 107401386 6494983 6550958 4961431 7032658 7771342 32811372 6494983 6550958 4961431 7032658 7771342 32811372 74590014 1503373 382140 28133 2146833 1234987 5295466 1503373 382140 28133 2146833 1234987 5295466 20378503 19773676 19137670 25919365 27487638 112696852 0.66190 0.65650 0.05000 0.05000 X 1510590 1510590 19511 9505 10006 83210 40949 42261 16489 16489 1579346 Other Asset 80371 Beneficial Interest 10254 90625 Accrued payroll & compensated absen 138816 Accrued lot and other expense 577560 716376 X 27487638 27487638 27487638 22023292 22023292 22023292 Footnote for uncertain tax position under FIN 48 (Part X) No provision for income tax expense has been made in the accompanying financial statements since the Foundation is exempt from income taxes under IRC Section 501(c)3. In addition, the Foundation is not a private foundation within the meaning of Section 509(A) of the IRC.The IRC provides for taxation of unrelated business income under certain circumstances. Management believes the Foundation met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax. The Foundations income tax returns for the past three years are open and subject to examination by tax authorities, and may change upon examination. The Foundation reports no unrelated business taxable income; however, such status is subject to final determination upon examination of the appropriate taxing authorities. Festival 15191562 15191562 15191562 15191562 true Able Academy 5860 Golden Gate Pkwy Naples FL 34116 203571795 501c3 241195 See Part IV Banyai Evaluation & Consulting LLC 1852 Monte Vista Street Fort Myers FL 33901 471555109 1000 See Part IV Big BrothersBig Sisters Suncoast 1000 Tamiami Trail S Suite C Venice FL 34285 592479001 501c3 100000 See Part IV Bascom Palmer 3880 Tamiami Trail N 2nd Floor Naples FL 34103 590624458 501c3 15441 See Part IV Boys & Girls Club of Collier County 7500 Davis Blvd Naples FL 34104 650279110 501c3 1273500 See Part IV Cal Ripken Sr Foundation 1427 Clarkview Rd Ste 100 Baltimore MD 21209 522310500 501c3 75974 See Part IV Catholic Charities of Collier Cty 2210 Santa Barbara Blvd Naples FL 34116 592473176 501c3 121338 See Part IV Collier Cty Child Advocacy Council 1036 Sixth Ave N Naples FL 34102 650049492 501c3 426300 See Part IV Collier Child Care Resources 2335 Tamiami Trail N Naples FL 34103 262646032 501c3 125000 See Part IV Conservacy of Southwest Florida 1495 Smith Preserve Way Naples FL 34102 591157084 501c3 19140 See Part IV David Lawerence Center 6075 Golden Gate Pkwy Naples FL 34116 592206025 501c3 228835 See Part IV Early Learning Coalition of SWFL 2675 Winkler Avenue Ste 300 Fort Myers FL 33901 651144775 501c3 200000 See Part IV Friends of Foster Children of SWFL 2640 Golden Gate Pkwy Naples FL 34105 593598933 501c3 339450 See Part IV Fun Time Early Childhood Academy 102 12th St N Naples FL 34102 591039978 501c3 136590 See Part IV Gargiulo Education Center 2692 Fountain View Cir Apt 202 Naples FL 34109 465416212 501c3 52200 See Part IV The Education Foundation of Collier 3606 Enterprise Avenue Naples FL 34104 650230582 501c3 85000 See Part IV Golisano Childrens Museum Naples 15080 Livingston Rd Naples FL 34109 010687133 501c3 67930 See Part IV Grace Place for Children & Families 4300 21st Ave SW Naples FL 34116 651229558 501c3 330600 See Part IV Guadalupe Center Inc 509 Hope Circle Immokalee FL 34142 592617151 501c3 888000 See Part IV Meals of Hope 2221 Corporation Blvd Naples FL 34109 270268307 501c3 147100 See Part IV Healthcare Network of SWFL 1454 Madison Ave W Immokalee FL 34142 591741277 501c3 370141 See Part IV Literacy Volunteers of Collier 8833 Tamiami Trail East Naples FL 34113 650181251 501c3 34800 See Part IV Civitas Strategies LLC 1 Hampton Court Lynnfield MA 01940 453481838 20400 See Part IV Immokalee Foundation 3960 Radio Rd Naples FL 34104 650315664 501c3 145480 See Part IV Legal Aid Service Broward Cty PO Box 120910 Fort Lauderdale FL 33312 591547191 501c3 454865 See Part IV Lighthouse of Collier 2685 Horseshoe Drive South Suite 21 Naples FL 34104 270401702 501c3 69840 See Part IV Marco Island YMCA Inc PO BOX 2529 Marco Island FL 34145 592498619 501c3 317550 See Part IV Florida Lions Eye Clinic 10322 Pennsylvania Ave Bonita Springs FL 34135 450560906 501c3 8127 See Part IV Naples Music Club Inc 191 Oakwood Ct Naples FL 34110 596213932 501c3 40000 See Part IV Naples Botanical Garden Inc 4820 Bayshore Dr Naples FL 34112 650511429 501c3 75000 See Part IV Naples Equestrian Challenge Inc 206 Ridge Dr Naples FL 34108 650793008 501c3 174000 See Part IV Good Wheels Inc 10075 Bavaria Rd Fort Myers FL 33913 650192741 501c3 75000 See Part IV Redlands Christian Migrant Assoc 402 W Main St Immokalee FL 34142 591221966 501c3 906800 See Part IV Hodges Univeristy 2655 Northbrooke Drive Naples FL 34119 596605703 501c3 600 See Part IV Safe and Healthy Childrens Coaliti PO Box 234 Naples FL 34106 592314655 501c3 45240 See Part IV St Matthews House Inc 2001 Airport Rd S Naples FL 34112 651110501 501c3 15734 See Part IV Shelter For Abused Women & Children PO Box 10102 Naples FL 34112 592752895 501c3 269700 See Part IV Special Olympics Florida 1915 Don Wickham Dr Clermont FL 34711 237181560 501c3 65250 See Part IV Southwest Florida Workforce Develop 9530 Marketplace Road Suite 104 Fort Myers FL 33912 650778245 501c3 55426 See Part IV United Arts Council of Collier Coun 1495 Pine Ridge Road 5 Naples FL 34109 592070580 501c3 63404 See Part IV LMHS Foundation 16451 HealthPark Commons Dr Fort Myers FL 33908 650645343 501c3 211697 See Part IV Florida Medical Practice Plan Inc 1115 West Call Street G108 Tallahassee FL 32306 571234883 501c3 22000 See Part IV Paradise Coast TV LLV 4241 5th Ave SW Naples FL 34110 461808230 4400 See Part IV Pathways Early Education Center of 4241 5th Ave SW Naples FL 34119 591209842 501c3 200100 See Part IV Vectorpoint LLC 2061 Isla De Palma Circle Naples FL 34119 811408485 19250 See Part IV Valeries House 1762 Fowler Street Fort Myers FL 33901 473701240 501c3 75000 See Part IV Community Foundation of Collier Cty 1110 Pine Ridge Rd Ste 200 Naples FL 34108 592396243 501c3 50000 See Part IV Florida Gulf Coast University Fdn 10501 FGCU Boulevard South Fort Myers FL 339656565 650403969 501c3 150000 See Part IV Floridas Vision Quest 167 N Industrial Drive Orange City FL 32763 593269114 501c3 574793 See Part IV FlourishNow Inc 4500 Executive Drive Ste 220 Naples FL 34119 475591391 501c3 130500 See Part IV Youth Haven Inc 5867 Whitaker Rd Naples FL 34112 237065187 501c3 203589 See Part IV Greater Naples YMCA 5450 YMCA Road Naples FL 34109 237039993 501c3 37677 See Part IV SPC Educational Solutions 737 North Michigan Ave Suite 1925 Naples FL 34104 201966657 1041 See Part IV University of Florida PO Box 115500 Gainesville FL 326115500 596002052 170c1 124964 1 2 Monitoring procedures (Part I, line 2) To be awarded a grant, grantees must submit an application and financial documentation to the grant selection committee. Upon reviewing the application, the grant selection committee will schedule an interview and site visit with the grantee. Funds are not dispersed unless quarterly reports are submitted by the grantee. X X X X false false false false false false false false false Maria Jimenez-Lara CEO 208035 50000 600 258635 See Part V Board MemberTrustee false Supplemental Information for Schedule L During the year ended June 30, 2018, the Foundation recorded gross in-kind contributions of $643,613 related to vintner dinners from members of the Board and $626,663 in donated lots and other items. As of June 30, 2018, pledges receivable included $795,558 from Trustees. In addition, members of the Board of Directors and Trustees purchased lots and tickets at the Naples Winter Wine Festival totaling $5,705,508. During the year ended June 30, 2018, the Foundation paid $55,823 to a vendor that is owned by an Honorary Trustee/Paid Wine Consultant of the Foundation.During the year ended June 30, 2018, the Foundation paid $383,189 to the Ritz-Carlton, one of the venues of the Festival. The General Manager of the Ritz-Carlton is also an Honorary Trustee of the Foundation. X Vintner Dinners 717278 FMV X Auction Lots 5902879 FMV false false false Member election for additional members Part VI line 7a The Naples Children & Education Foundation, Inc has Trustees who may vote and elect one or more members of the Governing body. Form 990 governing body review Part VI line 11 The Form 990 is first reviewed internally by the CFO, presented to the Finance Committee for their review and then presented to the Executive Committee for their review and approval to send to board of directors for approval to file as prepared. Conflict of interest policy compliance Part VI line 12c New trustees and board members are provided a conflict of interest policy document and are asked to sign a conflict of interest disclosure form. This is signed by all trustees annually. CEO executive director top management comp Part VI line 15a Compensation is set by general compensation surveys provided by Executive Hiring Companies and Executive Committees own corporate experience. Other officer or key employee compensation Part VI line 15b Compensation is set by general compensation surveys provided by Executive Hiring Companies and Executive Committees own corporate experience. Governing documents etc available to public Part VI line 19 Available upon request.