SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2018-11-15
IRS object ID: 201823199349311207
Schema version: 2017v2.3
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	2018-11-15T14:16:27-05:00	ReturnTs
Tax Period End	2018-06-30	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	2017-07-01	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	LUIS A LEON	PersonNm
Person Title	DIRECTOR OF FINANCE	PersonTitleTxt
Phone	2392745900	PhoneNum
Signature	2018-11-15	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	2018-11-15	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	2018-11-15	IPDt
IP Tm	13:16:27	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	5410D1BB50FE3A9C770F728869C0AB3BE5FAEEBC	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4B4D2F09D592C184E174C119CD7AA46EDD485DCC	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	LUIS A LEON	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	$29,900,196	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	24	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	16	TotalEmployeeCnt
Total Volunteers	240	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$7,099,678	PYContributionsGrantsAmt
CY Contributions Grants	$14,209,172	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,687,409	PYInvestmentIncomeAmt
CY Investment Income	$5,185,114	CYInvestmentIncomeAmt
PY Other Revenue	$47,518	PYOtherRevenueAmt
CY Other Revenue	$3,662,081	CYOtherRevenueAmt
PY Total Revenue	$9,834,605	PYTotalRevenueAmt
CY Total Revenue	$23,056,367	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,193,525	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,422,577	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,138,637	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,203,052	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$533,924	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,317,227	PYOtherExpensesAmt
CY Other Expenses	$2,300,331	CYOtherExpensesAmt
PY Total Expenses	$7,649,389	PYTotalExpensesAmt
CY Total Expenses	$9,925,960	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,185,216	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,130,407	CYRevenuesLessExpensesAmt
Total Assets BOY	$112,254,916	TotalAssetsBOYAmt
Total Assets EOY	$126,767,839	TotalAssetsEOYAmt
Total Liabilities BOY	$14,985,826	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$14,993,624	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$97,269,090	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$111,774,215	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	$4,425,656	ExpenseAmt
Grant	$3,382,923	GrantAmt
Revenue	$7,126,362	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	$962,261	ExpenseAmt
Grant	$735,542	GrantAmt
Revenue	$1,545,998	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	$957,194	ExpenseAmt
Grant	$731,669	GrantAmt
Revenue	$4,002,868	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	$2,057,125	ExpenseAmt
Grant	$1,572,443	GrantAmt
Revenue	$1,533,894	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 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 4-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 8 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. 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 OPENED 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 THE UNITED WAY OF LEE, HENDRY, GLADES AND OKEECHOBEE COUNTIES TO DISBURSE THE MORE THAN 1 MILLION IN FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. 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	$2,057,125	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,572,443	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,533,894	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$8,402,236	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	45	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	16	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
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	false	Form8282PropertyDisposedOfInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	24	GoverningBodyVotingMembersCnt
Independent Voting Member	24	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	LUIS A LEON	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 (26 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
AURORA BADIA
TRUSTEE	3.00	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
PATRICIA K DOBBINS
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
CHRISTOPHER HILL
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
DARREN ROBERTSHAW
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
JONATHAN ROMINE
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
RUSTY WHITLEY
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SARAH OWEN
PRESIDENT /	50.00	Yes (X)	Yes (X)	$295,900	$0	$14,955	5.00
LUIS A LEON
DIRECTOR OF	50.00		Yes (X)	$76,862	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$372,762	TotalReportableCompFromOrgAmt
Total Other Compensation	$14,955	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
Government Grants	$550,000	GovernmentGrantsAmt
All Other Contributions	$13,659,172	AllOtherContributionsAmt
Noncash Contributions	$2,000,143	NoncashContributionsAmt
Total Contributions	$14,209,172	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,854,332	TotalRevenueColumnAmt
Exclusion	$1,854,332	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,913,852	SecuritiesAmt
Other	$3,260,759	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,843,829	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$70,023	SecuritiesAmt
Other	$3,260,759	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,330,782	TotalRevenueColumnAmt
Exclusion	$3,330,782	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS INCOME	$3,605,766	$3,605,766
BEQUEST FEES	$56,315	$56,315

Field	Value	IRS element (for citing)
Other Revenue Total	$3,662,081	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,056,367	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,662,081	RelatedOrExemptFuncIncomeAmt
Exclusion	$5,185,114	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,520,848	TotalAmt
Program Services	$5,520,848	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$901,729	TotalAmt
Program Services	$901,729	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$415,222	TotalAmt
Program Services	$186,850	ProgramServicesAmt
Management And General	$145,328	ManagementAndGeneralAmt
Fundraising	$83,044	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$625,556	TotalAmt
Program Services	$281,500	ProgramServicesAmt
Management And General	$218,945	ManagementAndGeneralAmt
Fundraising	$125,111	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$12,471	TotalAmt
Program Services	$5,612	ProgramServicesAmt
Management And General	$4,365	ManagementAndGeneralAmt
Fundraising	$2,494	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$86,179	TotalAmt
Program Services	$38,779	ProgramServicesAmt
Management And General	$30,163	ManagementAndGeneralAmt
Fundraising	$17,237	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$63,624	TotalAmt
Program Services	$28,631	ProgramServicesAmt
Management And General	$22,268	ManagementAndGeneralAmt
Fundraising	$12,725	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,422	TotalAmt
Program Services	$640	ProgramServicesAmt
Management And General	$498	ManagementAndGeneralAmt
Fundraising	$284	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,900	TotalAmt
Program Services	$17,955	ProgramServicesAmt
Management And General	$13,965	ManagementAndGeneralAmt
Fundraising	$7,980	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$213,564	TotalAmt
Program Services	$96,104	ProgramServicesAmt
Management And General	$74,747	ManagementAndGeneralAmt
Fundraising	$42,713	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,274,211	TotalAmt
Program Services	$901,200	ProgramServicesAmt
Management And General	$238,974	ManagementAndGeneralAmt
Fundraising	$134,037	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$80	TotalAmt
Program Services	$36	ProgramServicesAmt
Management And General	$28	ManagementAndGeneralAmt
Fundraising	$16	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$66,171	TotalAmt
Program Services	$29,777	ProgramServicesAmt
Management And General	$23,160	ManagementAndGeneralAmt
Fundraising	$13,234	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$201,811	TotalAmt
Program Services	$99,043	ProgramServicesAmt
Management And General	$70,055	ManagementAndGeneralAmt
Fundraising	$32,713	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$119,568	TotalAmt
Program Services	$53,806	ProgramServicesAmt
Management And General	$41,849	ManagementAndGeneralAmt
Fundraising	$23,913	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$24,351	TotalAmt
Program Services	$7,386	ProgramServicesAmt
Management And General	$16,535	ManagementAndGeneralAmt
Fundraising	$430	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$82,519	TotalAmt
Program Services	$48,871	ProgramServicesAmt
Management And General	$29,569	ManagementAndGeneralAmt
Fundraising	$4,079	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$43,009	TotalAmt
Program Services	$19,354	ProgramServicesAmt
Management And General	$15,053	ManagementAndGeneralAmt
Fundraising	$8,602	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$31,228	TotalAmt
Program Services	$14,053	ProgramServicesAmt
Management And General	$10,929	ManagementAndGeneralAmt
Fundraising	$6,246	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROJECTS	$107,427	$107,427
DUES & SUBSCRIPTIONS	$38,405	$17,282	$13,442	$7,681
MISCELLANEOUS	$24,047	$10,675	$8,510	$4,862
PRINTING AND PUBLICATION	$17,471	$7,862	$6,115	$3,494

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,147	TotalAmt
Program Services	$6,816	ProgramServicesAmt
Management And General	$5,302	ManagementAndGeneralAmt
Fundraising	$3,029	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,925,960	TotalAmt
Program Services	$8,402,236	ProgramServicesAmt
Management And General	$989,800	ManagementAndGeneralAmt
Fundraising	$533,924	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,867,626	BOYAmt
EOY	$7,125,343	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$2,915,591	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,688	BOYAmt
EOY	$7,590	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,017,355	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$124,750	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,082,176	BOYAmt
EOY	$4,892,605	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$76,590,336	BOYAmt
EOY	$86,643,249	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$24,703,090	BOYAmt
EOY	$25,183,461	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$112,254,916	BOYAmt
EOY	$126,767,839	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$79,024	BOYAmt
EOY	$93,106	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,171,575	BOYAmt
EOY	$1,236,950	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$41,550	BOYAmt
EOY	$17,672	EOYAmt

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	$3,544,677	BOYAmt
EOY	$3,496,896	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,985,826	BOYAmt
EOY	$14,993,624	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$73,807,107	BOYAmt
EOY	$86,520,742	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,190,249	BOYAmt
EOY	$23,837,802	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,271,734	BOYAmt
EOY	$1,415,671	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$97,269,090	BOYAmt
EOY	$111,774,215	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$112,254,916	BOYAmt
EOY	$126,767,839	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$13,130,407	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$215,142	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$6,000	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$1,153,576	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	$8,235,847	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,702,288	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,930,741	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,973,380	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,960,544	CurrentTaxYearAmt
Total	$33,802,800	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,235,847	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,702,288	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,930,741	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,973,380	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,960,544	CurrentTaxYearAmt
Total	$33,802,800	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$10,001,504	SubstantialContributorsTotAmt
Public Support Total170	$23,801,296	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,048,029	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,140,339	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$822,960	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,404,640	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,854,332	CurrentTaxYearAmt
Total	$8,270,300	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$42,073,100	TotalSupportAmt
Gross Receipts Rltd Activities	$3,662,081	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.56570	PublicSupportCY170Pct
Public Support PY170	0.51100	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	140	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	329	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$4,246,004	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$9,969,143	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$2,527,903	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$3,894,674	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$19,867,321	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$59,386,628	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)
Assets Included	$25,288	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	$68,814,966	BeginningYearBalanceAmt
Contributions	$8,977,266	ContributionsAmt
Investment Earnings Or Losses	$4,667,453	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,682,427	GrantsOrScholarshipsAmt
Administrative Expenses	$1,195,461	AdministrativeExpensesAmt
End Year Balance	$79,581,797	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$58,351,450	BeginningYearBalanceAmt
Contributions	$7,991,840	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	$68,814,966	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$42,077,341	BeginningYearBalanceAmt
Contributions	$4,974,870	ContributionsAmt
Investment Earnings Or Losses	$6,989,989	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,976,568	GrantsOrScholarshipsAmt
Administrative Expenses	$932,051	AdministrativeExpensesAmt
End Year Balance	$51,133,580	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98220	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01780	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$183,978	OtherCostOrOtherBasisAmt
Book Value	$183,978	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$124,750	OtherCostOrOtherBasisAmt
Depreciation	$124,750	DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,708,627	OtherCostOrOtherBasisAmt
Book Value	$4,708,627	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,892,605	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED GIFTS REC - CRTS / CLTS	$22,322,888
DEFERRED GIFTS REC - CGAS	$1,431,784
CONTRIBUTIONS RECEIVABLE	$1,164,921
LIFE INSURANCE - REMAINDER INTEREST	$200,031
OTHER ASSETS	$63,837

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$25,183,461	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
FUNDS HELD AS AGENCY ACCOUNTS	$2,672,152
ANNUITY OBLIGATIONS	$824,744

Field	Value	IRS element (for citing)
Total Liability	$3,496,896	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$21,905,635	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$215,142	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$6,000	DonatedServicesAndUseFcltsAmt
Other Revenue	$184,338	OtherRevenueAmt
Revenue Not Reported	$405,480	RevenueNotReportedAmt
Revenue Subtotal	$21,500,155	RevenueSubtotalAmt
Other Revenues Not Included	$1,556,212	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,556,212	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$23,056,367	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,400,510	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$6,000	DonatedServicesUseFcltsAmt
Other Expenses Included	$269	OtherExpensesIncludedAmt
Expenses Not Reported	$6,269	ExpensesNotReportedAmt
Expenses Subtotal	$7,394,241	ExpensesSubtotalAmt
Other Expenses Not Included	$2,531,719	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$2,531,719	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,925,960	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 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	INCOME ALLOCATED TO SUPPORT ORG 184,338
SCHEDULE D, PAGE 4, PART XI, LINE 4B	AGENCY FUNDS INCOME 175,797 AGENCY FUND CONTRIBUTIONS 10,050 ALLOCATED TO PARTNER SUPPORT 542,365 PROFESSIONAL FEES ALLOCATED TO OTHER REVENUE 828,000
SCHEDULE D, PAGE 4, PART XII, LINE 2D	EXPENSE ALLOCATED TO SUPPORT ORGANIZATION 269
SCHEDULE D, PAGE 4, PART XII, LINE 4B	INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 7,219 AGENCY FUND GRANTS 205,293 ALLOCATED TO PARTNER SUPPORT 542,365 PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 948,842 PROFESSIONAL FEES - ALLOCATED TO OTHER REVENUE 828,000

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (158 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALZHEIMERS DISEASE & REL DISORDERS
14010 ROOSEVELT BLVD STE 709	CLEARWATER	FL	33762	133039601	501(C)	$22,515	GEN OP SUPPORT
AMERICAN NATIONAL RED CROSS
7051 CYPRESS TER	FORT MYERS	FL	33907	530196605	501(C)	$6,500	SPECIFIC PROGRAM
AMI KIDS SOUTHWEST FLORIDA INC
1190 MAIN STREET	FORT MYERS BEACH	FL	33931	593052865	501(C)	$148,899	GEN OP / SPEC PRGM
ANIMAL REFUGE CENTERINC
P O BOX 6642	FORT MYERS	FL	33902	650057419	501(C)	$25,964	GEN OP SUPPORT
ANIMAL RESCUE OF LABELLE INC
PO BOX 2441	LABELLE	FL	33935	650404638	501(C)	$5,182	GEN OP SUPPORT
ARTFEST FORT MYERS INC
1375 JACKSON ST SUITE 401	FORT MYERS	FL	33901	651119729	501(C)	$11,282	SPECIFIC PROGRAM
AVOW HOSPICE INC
1095 WHIPPOORWILL LANE	NAPLES	FL	34105	592201250	501(C)	$16,936	GEN OP / SPEC PRGM
BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)	$9,819	GENERAL OP SUPPORT
BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)	$12,500	SPECIFIC PROGRAM
BETH-EL FARMWORKER MINISTRY
PO BOX 860	WIMAUMA	FL	33598	593004876	501(C)	$6,500	GEN OP / SPEC PRGM
BIDEAWEE INC
410 E 38TH ST	NEW YORK	NY	10016	131655210	501(C)	$9,303	GEN OP SUPPORT
BIG ARTS
900 DUNLOP RD	SANIBEL	FL	33957	591956939	501(C)	$10,000	SPECIFIC PROGRAM
BIG BROTHERS BIG SISTERS SUN COAST
1000 S TAMIAMI TRAIL STE C	VENICE	FL	34285	592479001	501(C)	$50,197	GEN OP / SPEC PRGM
BONITA SPRINGS ASSISTANCE OFFICE
PO BOX 16	BONITA SPRINGS	FL	34133	592337909	501(C)	$7,500	GEN OP / SPEC PRGM
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT	BONITA SPRINGS	FL	34133		501(C)	$10,000	GEN OP SUPPORT
BONITA WONDER GARDENS INC
PO BOX 822	BONITA SPRINGS	FL	34133	464168846	501(C)	$15,250	SPECIFIC PROGRAM
BUCKNELL UNIVERSITY
112 MARTS HALL	LEWISBURG	PA	17837	240772407	501(C)	$20,000	SPECIFIC PROGRAM
CALOOSA HUMANE SOCIETY
P O BOX 2337	LABELLE	FL	33975	650759567	501(C)	$35,989	GEN OP SUPPORT
CANTERBURY SCHOOL CORPORATION
8141 COLLEGE PKWY	FORT MYERS	FL	33919	591058089	501(C)	$205,000	GEN OP / SPEC PRGM
CAPE CORAL ANIMAL SHELTER
1217 CAPE CORAL PKWY E 235	CAPE CORAL	FL	33904		501(C)	$11,933	SPECIFIC PROGRAM
CAPE CORAL ART LEAGUE INC
516 CULTURAL PARK BLVD	CAPE CORAL	FL	33910	237348129	501(C)	$6,391	SPECIFIC PROGRAM
CAPITAL GOOD FUND
22 A STREET	PROVIDENCE	RI	02907	800348382	501(C)	$30,000	SPECIFIC PROGRAM
CAPTIVA CHAPEL BY THE SEA
PO BOX 162	CAPTIVA	FL	33924	596143042	501(C)	$11,367	GEN OP SUPPORT
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN ST STE A	BROOKLYN	NY	11237	453813436	501(C)	$25,000	SPECIFIC PROGRAM
CENTER FOR PROGRESS AND EXCELLENCE
6360 TECHSTER BLVD	FORT MYERS	FL	33966	474810710	501(C)	$18,286	SPECIFIC PROGRAM
CENTER FOR THE ARTS
26100 OLD 41 ROAD	BONITA SPRINGS	FL	34135	650295085	501(C)	$16,500	GEN OP / SPEC PRGM
CHARLOTTE COMMUNITY FOUNDATION INC
227 SULLIVAN STREET	PUNTA GORDA	FL	33950	650455319	501(C)	$15,115	SPECIFIC PROGRAM
CHARLOTTE HARBOR ENVIRO CENTER
10941 BURNT STORE RD	PUNTA GORDA	FL	33955	592853001	501(C)	$30,000	SPECIFIC PROGRAM
CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE	FORT MYERS	FL	33901	650007620	501(C)	$12,000	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)	$11,300	GEN OP SUPPORT
CITRUS CENTER BOYS & GIRLS CLUB INC
PO BOX 2666	WINTER HAVEN	FL	33883	590776417	501(C)	$7,000	GEN OP SUPPORT
CLEO INSTITUTE
8325 NE 2ND AVENUE SUITE 218	MIAMI	FL	33138	273185735	501(C)	$10,000	SPECIFIC PROGRAM
CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)	$16,209	GEN OP SUPPORT
CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)	$5,500	SPECIFIC PROGRAM
COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)	$10,146	GEN OP SUPPORT
COMMUNITY CONGREGATIONAL CHURCH
15300 N TAMIAMI TRAIL	NAPLES	FL	34110	592520944	501(C)	$7,556	GEN OP SUPPORT
COMMUNITY COOPERATIVE INC
P O 2143	FORT MYERS	FL	33902	592602772	501(C)	$8,307	GEN OP SUPPORT
COMMUNITY FOUNDATION OF COLLIER CTY
1110 PINE RIDGE RD SUITE 200	NAPLES	FL	34108	592396243	501(C)	$124,757	GEN OP / SPEC PRGM
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)	$11,632	GEN OP / SPEC PRGM
DAVID LAWRENCE CENTER
6075 BATHEY LANE	NAPLES	FL	34116	592206025	501(C)	$7,500	SPECIFIC PROGRAM
DING DARLING WILDLIFE SOCIETY INC
1 WILDLIFE DR	SANIBEL	FL	33957	592240895	501(C)	$10,000	SPECIFIC PROGRAM
DIOCESE OF SOUTHWEST FLORIDA
8005 25TH EAST ST	PARRISH	FL	34219		501(C)	$14,000	SPECIFIC PROGRAM
DIOCESE OF VENICE CATHOLIC FAITH AP
P O BOX 60759	FORT MYERS	FL	33906		501(C)	$12,000	SPECIFIC PROGRAM
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVENUE 2ND FLOOR	NEW YORK	NY	10001	133433452	501(C)	$5,200	GEN OP / SPEC PRGM
DR PIPER CENTER FOR SOCIAL SERVICES
2607 DR ELLA PIPER WAY	FORT MYERS	FL	33916	650788551	501(C)	$9,890	GEN OP / SPEC PRGM
ECHO INC
17391 DURRANCE ROAD	NORTH FORT MYERS	FL	33917	237275283	501(C)	$12,870	SPECIFIC PROGRAM
EDISON SAILING CENTER
1420 DEL RIO DRIVE	FORT MYERS	FL	33901		501(C)	$5,393	GEN OP SUPPORT
EMERGENCY ASSISTANCE FOUNDATION INC
3713 PINE STREET	JACKSONVILLE	FL	32205	451813056	501(C)	$167,224	SPECIFIC PROGRAM
FAMILY HEALTH CENTERS OF SW FL
PO BOX 1357	FORT MYERS	FL	33902	591741273	501(C)	$44,531	SPECIFIC PROGRAM
FAMILY INITIATIVE INCORPORATED
1242 SW PINE ISLAND RD	CAPE CORAL	FL	33991	461528487	501(C)	$40,000	SPECIFIC PROGRAM
FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE	NAPLES	FL	34109	440610626	501(C)	$25,000	SPECIFIC PROGRAM
FLORIDA ARTS INC
2301 FIRST STREET	FORT MYERS	FL	33901	311536036	501(C)	$12,774	SPECIFIC PROGRAM
FLORIDA DENTAL ASSOCIATION FD
545 JOHN KNOX ROAD SUITE 200	TALLAHASSEE	FL	32303	590615479	501(C)	$10,000	SPECIFIC PROGRAM
FLORIDA DEPT HEALTH CHARLOTTE CTY
1100 LOVELAND BLVD	PORT CHARLOTTE	FL	33980		GOV	$25,000	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S	FORT MYERS	FL	33965		501(C)	$227,584	GEN OP / SPEC PRGM
FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)	$9,819	GEN OP SUPPORT
FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)	$8,092	SPECIFIC PROGRAM
FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST	DAYTONA BEACH	FL	32114	237377066	501(C)	$5,782	GEN OP SUPPORT
FLORIDA REPERTORY THEATRE
P O BOX 2483	FORT MYERS	FL	33902	650827621	501(C)	$13,500	GEN OP / SPEC PRGM
FLORIDA STATE UNIVERSITY FOUNDATION
2010 LEVY AVENUE	TALLAHASSEE	FL	32310	596152180	501(C)	$10,000	SPECIFIC PROGRAM
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)	$14,031	GEN OP SUPPORT
FORT MYERS MURAL SOCIETY
2443 FIRST STREET	FORT MYERS	FL	33901	813755781	501(C)	$10,000	SPECIFIC PROGRAM
FORT MYERS TECHNICAL COLLEGE
3800 MICHIGAN AVE	FORT MYERS	FL	33916		501(C)	$20,000	SPECIFIC PROGRAM
FRIENDS OF THE MOUND HOUSE
P O BOX 154	FORT MYERS	FL	33931	562544250	501(3)	$10,000	SPECIFIC PROGRAM
GATEWAY TRINITY LUTHERAN CHURCH
11381 GATEWAY BLVD	FORT MYERS	FL	33913	650218796	501(C)	$10,000	SPECIFIC PROGRAM
GEISINGER HEALTH
100 NORTH ACADEMY AVENUE	DANVILLE	PA	17822	232311553	501(C)	$20,000	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)	$14,709	GEN OP SUPPORT
GOOD WHEELS INC
10075 BAVARIA ROAD SE	FORT MYERS	FL	33913	650192741	501(C)	$12,000	SPECIFIC PROGRAM
GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)	$26,021	GEN OP SUPPORT
GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)	$44,783	SPECIFIC PROGRAM
GREATER HOUSTON COMMUNITY FD
5120 WOODWAY DRIVE SUITE 6000	HOUSTON	TX	77056	237160400	501(C)	$13,495	SPECIFIC PROGRAM
GUADALUPE CENTER INC
505 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)	$16,138	GEN OP SUPPORT
GUADALUPE CENTER INC
505 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)	$8,000	SPECIFIC PROGRAM
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST	FORT MYERS	FL	33916	590806978	501(C)	$30,737	GEN OP / SPEC PRGM
GULF COAST PARTNERSHIP INC
408 TAMIAMI TRAIL UNIT 121	PUNTA GORDA	FL	33950	383913077	501(C)	$29,200	SPECIFIC PROGRAM
GULF COAST SYMPHONY
P O BOX 60878	FORT MYERS	FL	33906	650666748	501(C)	$12,500	SPECIFIC PROGRAM
GULFSHORE OPERA INC
3281 GOLDEN GATE BLVD W	NAPLES	FL	34120	470989874	501(C)	$7,500	SPECIFIC PROGRAM
HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	592236174	501(C)	$86,751	GEN OP SUPPORT
HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	592236174	501(C)	$75,500	SPECIFIC PROGRAM
HARRY CHAPIN FOOD BANK OF SW FLORID
3760 FOWLER ST	FORT MYERS	FL	33901	592332120	501(C)	$18,382	GEN OP SUPPORT
HARRY CHAPIN FOOD BANK OF SW FLORID
3760 FOWLER ST	FORT MYERS	FL	33901	592332120	501(C)	$53,500	SPECIFIC PROGRAM
HEIGHTS CENTER INC
15570 HAGIE DRIVE	FORT MYERS	FL	33908	455595206	501(C)	$14,600	SPECIFIC PROGRAM
HEIGHTS FOUNDATION INC
15570 HAGIE DR	FORT MYERS	FL	33908	651003872	501(C)	$32,623	GEN OP SUPPORT
HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980	LABELLE	FL	33975		GOV	$22,500	SPECIFIC PROGRAM
HOPE CLUBHOUSE OF SW FL
3602 BROADWAY AVE	FORT MYERS	FL	33901	300437443	501(C)	$78,353	GEN OP / SPEC PRGM
HOPE HOSPICE
9470 HEALTHPARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)	$8,351	GEN OP SUPPORT
HOPE HOSPICE
9470 HEALTHPARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)	$10,000	SPECIFIC PROGRAM
I WILL MENTORSHIP FOUNDATION
PO BOX 2362	FORT MYERS	FL	33912	473761436	501(C)	$27,464	SPECIFIC PROGRAM
IMMOKALEE TECHNICAL COLLEGE
508 N 9TH STREET	IMMOKALEE	FL	34142		501(C)	$29,500	SPECIFIC PROGRAM
INSTITUTE FOR CULINARY AWARENESS
5861 PANGOLA RD	FORT MYERS	FL	33905	461241361	501(C)	$12,500	SPECIFIC PROGRAM
INVEST IN AMERICA'S VETERANS FD
3100 DEL PRADO BLVD S	CAPE CORAL	FL	33904	264520112	501(C)	$7,500	SPECIFIC PROGRAM
KEISER UNIVERSITY
9100 FORUM CORPORATE PKWY	FORT MYERS	FL	33905		501(C)	$27,000	SPECIFIC PROGRAM
LABELLE FIRST BAPTIST CHURCH
330 NORTH MAIN STREET	LABELLE	FL	33935		501(C)	$10,000	SPECIFIC PROGRAMS
LABELLE HIGH SCHOOL
4050 EAST COWBOY WAY	LABELLE	FL	33935		GOV	$13,000	SPECIFIC PROGRAM
LAKE FOREST ACADEMY
1500 W KENNEDY ROAD	LAKE FOREST	IL	60045	362216167	501(C)	$25,000	GEN OP SUPPORT
LAKES PARK ENRICHMENT FOUNDATION
P O BOX 61076	FORT MYERS	FL	33906	200671031	501(C)	$9,500	SPECIFIC PROGRAM
LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)	$6,468	GEN OP SUPPORT
LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)	$48,999	SPECIFIC PROGRAM
LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE	FORT MYERS	FL	33912		GOV	$18,606	GEN OP SUPPORT
LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE	FORT MYERS	FL	33912		GOV	$34,000	SPECIFIC PROGRAM
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT	FORT MYERS	FL	33908	592668992	501(C)	$7,697	GEN OP / SPEC PRGM
LEE COUNTY MEDICAL SOCIETY FD
13770 PLANTATION ROAD SUITE 1	FORT MYERS	FL	33912	237026263	501(C)	$27,474	SPECIFIC PROGRAM
LEE COUNTY PARKS & REC
3410 PALM BEACH BLVD	FORT MYERS	FL	33916	591773738	GOV	$18,850	SPECIFIC PROGRAM
LEE HEALTHCARE RESOURCES
9800 S HEALTH PARK SUITE 310	FORT MYERS	FL	33908	592607761	501(C)	$5,266	GEN OP SUPPORT
LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)	$10,783	GEN OP SUPPORT
LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)	$21,000	SPECIFIC PROGRAM
LEGAL AID SERVICE OF COLLIER COUNTY
4436 TAMIAMI TRAIL E	NAPLES	FL	34112		501(C)	$18,990	SPECIFIC PROGRAM
LEHIGH COMMUNITY SERVICE INC
201 PLAZA DR SUITE 103	LEHIGH ACRES	FL	33936	591773738	501(C)	$59,670	GEN OP SUPPORT
LIGHTHOUSE OF SWFL INC
35 W MARIANA AVE	NORT FORT MYERS	FL	33903	591665257	501(C)	$10,426	GEN OP / SPEC PRGM
LUVYBEAR QUILTS 4 TOTS INC
3605 VALLE SANTA CIRCLE	CAPE CORAL	FL	33909	472261060	501(C)	$11,000	GEN OP SUPPORT
MEDICAL DEBT RESOLUTION
80 THEODORE FREMD AVENUE	RYE	NY	10580	471442997	501(C)	$32,500	GEN OP SUPPORT
NAPLES SENIOR CENTER AT JFCS
5025 CASSTELLO DRIVE	NAPLES	FL	34103	453980909	501(C)	$42,000	SPECIFIC PROGRAM
NATIONAL PARKINSON FOUNDATION
200 SE 1ST STREET SUITE 800	MIAMI	FL	33131	590968031	501(C)	$32,452	GEN OP SUPPORT
NEW HORIZONS SERVICE DOGS INC
1590 LAUREL PARK COURT	ORANGE CITY	FL	32763	593334829	501(C)	$10,000	GEN OP SUPPORT
OCTAGON SEQUENCE OF EIGHT INC
41660 HORSESHOE ROAD	PUNTA GORDA	FL	33982	592298305	501(C)	$9,811	GEN OP SUPPORT
PACHAMAMA ALLIANCE
PO BOX 29191	SAN FRANCISCO	CA	94129	943249793	501(C)	$10,000	SPECIFIC PROGRAM
QUALITY OF LIFE CENTER OF SWFL
PO BOX 1290	FORT MYERS	FL	33901	650321309	501(C)	$11,197	GEN OP SUPPORT
REDLANDS CHRISTIAN MIGRANT ASSOC
402 W MAIN STREET	IMMOKALEE	FL	34142	591221966	501(C)	$30,000	SPECIFIC PROGRAM
RIVER DISTRICT ALLIANCE
PO BOX 1686	FORT MYERS	FL	33901		501(C)	$15,500	SPECIFIC PROGRAM
SANIBEL COMMUNITY ASSOCIATION
2173 PERIWINKLE WAY	SANIBEL	FL	33957	591060466	501(C)	$5,500	SPECIFIC PROGRAM
SEMINOLE BOOSTERS INC
PO BOX 1353	TALLAHASSEE	FL	32302	591561180	501(C)	$400,000	CAPITAL CONTRIBUTION
SHRINERS HOSPITAL FOR CHILDREN
12502 PINE DRIVE	TAMPA	FL	33612	042121377	501(C)	$5,997	GEN OP SUPPORT
SOUTHWEST FLORIDA ATTRACTIONS ASSOC
PO BOX 60702	FORT MYERS	FL	33906	650618123	501(C)	$16,500	SPECIFIC PROGRAM
SOUTHWEST FLORIDA CHRISTIAN ACADEMY
3750 COLONIAL BLVD	FORT MYERS	FL	33966	650510846	501(C)	$25,000	SPECIFIC PROGRAM
SOUTHWEST FLORIDA SYMPHONY
8290 COLLEGE PARKWAY SUITE 103	FORT MYERS	FL	33919	591350404	501(C)	$11,495	GEN OP SUPPORT
SOUTHWEST FLORIDA SYMPHONY
8290 COLLEGE PARKWAY SUITE 103	FORT MYERS	FL	33919	591350404	501(C)	$17,500	SPECIFIC PROGRAM
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)	$13,500	GEN OP SUPPORT
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)	$34,100	SPECIFIC PROGRAM
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE	FORT MYERS	FL	33901	590774200	501(C)	$9,819	GEN OP SUPPORT
STEVE RUMMLER HOPE FOUNDATION
12800 WHITESATER DR SUITE 100	MINNETONKA	MN	55343	452903444	501(C)	$25,000	GEN OP SUPPORT
SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR	FORT MYERS	FL	33907	591150488	501(C)	$35,387	GEN OP SUPPORT
SWFL CHILDREN'S CHARITIES INC
9736 COMMERCE CENTER COURT	FORT MYERS	FL	33908	262302491	501(C)	$28,500	GEN OP SUPPORT
TEMPLE BETH - EL OF FORT MYERS INC
16225 WINKLER RD	FORT MYERS	FL	33908	591097143	501(C)	$6,541	GEN OP / SPEC PRGM
THE COMMUNITY FD OF WEST NC
4 VANDERBILT PARK DR	ASHEVILLE	NC	28803	561223384	501(C)	$15,000	SPECIFIC PROGRAM
THE EDUCATION FD OF COLLIER COUNTY
3606 ENTERPRISE AVENUE SUITE 150	NAPLES	FL	34104	650230582	501(C)	$50,000	SPECIFIC PROGRAM
THE FD OF THE PENNSYLVANIA MED SOC
777 EAST PARK DRIVE	HARRISBURG	PA	17105	231511600	501(C)	$10,000	SPECIFIC PROGRAMS
THE FOUNDATION FOR LEE CTY PUBLIC
P O BOX 1608	FORT MYERS	FL	33902	592637849	501(C)	$8,617	GEN OP SUPPORT
THE IMAGINARIUM GROUP INC
2000 CRANFORD AVE	FORT MYERS	FL	33916	650226984	501(C)	$15,000	SPECIFIC PROGRAM
THE LEGACY FOUNDATION SHELL POINT
15010 SHELL POINT BLVD	FORT MYERS	FL	33908	800002415	501(C)	$18,770	GEN OP SUPPORT
THE NATIONS ASSOCIATION CHARITIES
PO BOX 1060	FORT MYERS	FL	33902	591840066	501(C)	$28,324	SPECIFIC PROGRAM
THE SALVATION ARMY OF LEE HENDRY
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)	$17,281	GEN OP SUPPORT
THE SALVATION ARMY OF LEE HENDRY
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)	$5,250	SPECIFIC PROGRAM
THE UNCOMMON FRIENDS FOUNDATION
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)	$10,470	GEN OP SUPPORT
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$38,808	GEN OP SUPPORT
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$784,091	SPECIFIC PROGRAM
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$104,933	SPECIFIC PROGRAM
UNIVERSITY OF FLORIDA
PO BOX 118400	GAINESVILLE	FL	32611		501(C)	$22,800	SPECIFIC PROGRAM
VALERIES HOUSE INC
PO BOX 1955	FORT MYERS	FL	33902	473701240	501(C)	$43,675	GEN OP SUPPORT
VALERIES HOUSE INC
PO BOX 1955	FORT MYERS	FL	33902	473701240	501(C)	$33,000	SPECIFIC PROGRAM
WOMEN'S FOUNDATION OF SWFL
27911 CROWN LAKE BLVD	BONITA SPRINGS	FL	34135	452514055	501(C)	$51,000	SPECIFIC PROGRAM
ZION LUTHERAN CHURCH
7401 WINKLER RD	FORT MYERS	FL	33919	596473920	501(C)	$12,000	GEN OP SUPPORT
MISC GRANTS 5000 AND UNDER
2031JACKSON STREET SUITE 100	FORT MYERS	FL	33901		501(C)	$411,319	GEN OP / SPEC PRGM

Field	Value	IRS element (for citing)
Total501c3 Org	396	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
ACADEMIC SCHOLARSHIPS	128	$735,542
HERTZ DISASTER RELIEF FD	66	$38,537
ARIS DISASTER RELIEF FD	109	$127,650

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	false	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	$286,000	BaseCompensationFilingOrgAmt
Other Compensation Filing Org	$9,900	OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org	$14,955	DeferredCompensationFlngOrgAmt
Total Compensation Filing Org	$310,855	TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	40	ContributionCnt
Noncash Contributions Rpt F990	$2,000,143	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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 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 4-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 8 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. 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 OPENED 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 THE UNITED WAY OF LEE, HENDRY, GLADES AND OKEECHOBEE COUNTIES TO DISBURSE THE MORE THAN 1 MILLION IN FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. 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 IX, LINE 11G	OUTSOURCING SERVICES 200,795 156,174 89,242 OTHER PROFESSIONAL FEES 700,405 82,800 44,795 TOTAL 901,200 238,974 134,037

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	501C	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	false	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	false	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