2018-11-15T14:16:27-05:00 2018-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191082 990 2017-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 LUIS A LEON DIRECTOR OF FINANCE 2392745900 2018-11-15 true PATTI R HARDIN P00371840 2399392233 2018-11-15 67.129.180.18 2018-11-15 13:16:27 CS P 5410D1BB50FE3A9C770F728869C0AB3BE5FAEEBC 4B4D2F09D592C184E174C119CD7AA46EDD485DCC 2017 2018-06-14 16:35:46Z X LUIS A LEON 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 29900196 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND 24 24 16 240 0 7099678 14209172 0 2687409 5185114 47518 3662081 9834605 23056367 5193525 6422577 0 1138637 1203052 0 533924 1317227 2300331 7649389 9925960 2185216 13130407 112254916 126767839 14985826 14993624 97269090 111774215 X THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND false false 4425656 3382923 7126362 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. 962261 735542 1545998 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. 957194 731669 4002868 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. 2057125 1572443 1533894 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. 2057125 1572443 1533894 8402236 true true false false false true false true false true true false false true true true false true false false false false false false false false false true true true false false false false false false false false true true false false true true false false false true 45 0 true 16 true false false false false false true true false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false FL X X X LUIS A LEON 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 DR LARRY A HOBBS CHAIR 3.00 X X 0 0 0 CRAIG FOLK VICE CHAIR 3.00 X X 0 0 0 HOWARD L LELAND SEC / TREAS 3.00 X X 0 0 0 GUY WHITESMAN IMMEDIATE PA 3.00 X X 0 0 0 AURORA BADIA TRUSTEE 3.00 X 0 0 0 JUAN BENDECK TRUSTEE 3.00 X 0 0 0 CAROLYN CONANT TRUSTEE 3.00 X 0 0 0 MARY BETH CRAWFORD TRUSTEE 3.00 X 0 0 0 PATRICIA K DOBBINS TRUSTEE 3.00 X 0 0 0 CHAUNCEY GOSS TRUSTEE 3.00 X 0 0 0 DENNIE HAMILTON TRUSTEE 3.00 X 0 0 0 CHRISTOPHER HILL TRUSTEE 3.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 3.00 X 0 0 0 ALAN MANDEL TRUSTEE 3.00 X 0 0 0 GAIL MARKHAM TRUSTEE 3.00 X 0 0 0 FRED MOON TRUSTEE 3.00 X 0 0 0 DALE REISS TRUSTEE 3.00 X 0 0 0 DARREN ROBERTSHAW TRUSTEE 3.00 X 0 0 0 SANDY ROBINSON TRUSTEE 3.00 X 0 0 0 ROBBIE B ROEPSTORFF TRUSTEE 3.00 X 0 0 0 JONATHAN ROMINE TRUSTEE 3.00 X 0 0 0 GAY THOMPSON TRUSTEE 3.00 X 0 0 0 MYRA HALE WALTERS TRUSTEE 3.00 X 0 0 0 RUSTY WHITLEY TRUSTEE 3.00 X 0 0 0 SARAH OWEN PRESIDENT / 50.00 5.00 X X 295900 0 14955 LUIS A LEON DIRECTOR OF 50.00 X 76862 0 0 372762 14955 1 false true false 550000 13659172 2000143 14209172 1854332 1854332 6913852 3260759 6843829 70023 3260759 3330782 3330782 MISCELLANEOUS INCOME 3605766 3605766 BEQUEST FEES 56315 56315 3662081 23056367 3662081 5185114 X 5520848 5520848 901729 901729 415222 186850 145328 83044 625556 281500 218945 125111 12471 5612 4365 2494 86179 38779 30163 17237 63624 28631 22268 12725 1422 640 498 284 39900 17955 13965 7980 213564 96104 74747 42713 1274211 901200 238974 134037 80 36 28 16 66171 29777 23160 13234 201811 99043 70055 32713 119568 53806 41849 23913 24351 7386 16535 430 82519 48871 29569 4079 43009 19354 15053 8602 31228 14053 10929 6246 PROJECTS 107427 107427 DUES & SUBSCRIPTIONS 38405 17282 13442 7681 MISCELLANEOUS 24047 10675 8510 4862 PRINTING AND PUBLICATION 17471 7862 6115 3494 15147 6816 5302 3029 9925960 8402236 989800 533924 9867626 7125343 2915591 11688 7590 5017355 124750 1082176 4892605 76590336 86643249 24703090 25183461 112254916 126767839 79024 93106 1171575 1236950 41550 17672 10149000 10149000 3544677 3496896 14985826 14993624 X 73807107 86520742 22190249 23837802 1271734 1415671 97269090 111774215 112254916 126767839 13130407 215142 6000 1153576 X false true X true false X 8235847 6702288 3930741 5973380 8960544 33802800 8235847 6702288 3930741 5973380 8960544 33802800 10001504 23801296 3048029 1140339 822960 1404640 1854332 8270300 42073100 3662081 0.56570 0.51100 X 140 329 4246004 9969143 2527903 3894674 19867321 59386628 true true 25288 X X ARTIST RECOGNITION PROG false 68814966 8977266 4667453 4682427 1195461 79581797 58351450 7991840 7171922 3548078 1152168 68814966 59613288 4186373 -218618 3972655 1256938 58351450 51133580 11215653 1207554 2911505 1031995 59613288 42077341 4974870 6989989 1976568 932051 51133580 0.98220 0.01780 false false 183978 183978 124750 124750 4708627 4708627 4892605 DEFERRED GIFTS REC - CRTS / CLTS 22322888 DEFERRED GIFTS REC - CGAS 1431784 CONTRIBUTIONS RECEIVABLE 1164921 LIFE INSURANCE - REMAINDER INTEREST 200031 OTHER ASSETS 63837 25183461 FUNDS HELD AS AGENCY ACCOUNTS 2672152 ANNUITY OBLIGATIONS 824744 3496896 X 21905635 215142 6000 184338 405480 21500155 1556212 1556212 23056367 7400510 6000 269 6269 7394241 2531719 2531719 9925960 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 true ALZHEIMERS DISEASE & REL DISORDERS 14010 ROOSEVELT BLVD STE 709 CLEARWATER FL 33762 133039601 501(C) 22515 GEN OP SUPPORT AMERICAN NATIONAL RED CROSS 7051 CYPRESS TER FORT MYERS FL 33907 530196605 501(C) 6500 SPECIFIC PROGRAM AMI KIDS SOUTHWEST FLORIDA INC 1190 MAIN STREET FORT MYERS BEACH FL 33931 593052865 501(C) 148899 GEN OP / SPEC PRGM ANIMAL REFUGE CENTERINC P O BOX 6642 FORT MYERS FL 33902 650057419 501(C) 25964 GEN OP SUPPORT ANIMAL RESCUE OF LABELLE INC PO BOX 2441 LABELLE FL 33935 650404638 501(C) 5182 GEN OP SUPPORT ARTFEST FORT MYERS INC 1375 JACKSON ST SUITE 401 FORT MYERS FL 33901 651119729 501(C) 11282 SPECIFIC PROGRAM AVOW HOSPICE INC 1095 WHIPPOORWILL LANE NAPLES FL 34105 592201250 501(C) 16936 GEN OP / SPEC PRGM BAILEY-MATTHEWS SHELL MUSEUM 3075 SANIBEL-CAPTIVA RD SANIBEL FL 33957 592775992 501(C) 9819 GENERAL OP SUPPORT BAILEY-MATTHEWS SHELL MUSEUM 3075 SANIBEL-CAPTIVA RD SANIBEL FL 33957 592775992 501(C) 12500 SPECIFIC PROGRAM BETH-EL FARMWORKER MINISTRY PO BOX 860 WIMAUMA FL 33598 593004876 501(C) 6500 GEN OP / SPEC PRGM BIDEAWEE INC 410 E 38TH ST NEW YORK NY 10016 131655210 501(C) 9303 GEN OP SUPPORT BIG ARTS 900 DUNLOP RD SANIBEL FL 33957 591956939 501(C) 10000 SPECIFIC PROGRAM BIG BROTHERS BIG SISTERS SUN COAST 1000 S TAMIAMI TRAIL STE C VENICE FL 34285 592479001 501(C) 50197 GEN OP / SPEC PRGM BONITA SPRINGS ASSISTANCE OFFICE PO BOX 16 BONITA SPRINGS FL 34133 592337909 501(C) 7500 GEN OP / SPEC PRGM BONITA BAY VETERANS COUNCIL 3330 RIVERPARK COURT BONITA SPRINGS FL 34133 501(C) 10000 GEN OP SUPPORT BONITA WONDER GARDENS INC PO BOX 822 BONITA SPRINGS FL 34133 464168846 501(C) 15250 SPECIFIC PROGRAM BUCKNELL UNIVERSITY 112 MARTS HALL LEWISBURG PA 17837 240772407 501(C) 20000 SPECIFIC PROGRAM CALOOSA HUMANE SOCIETY P O BOX 2337 LABELLE FL 33975 650759567 501(C) 35989 GEN OP SUPPORT CANTERBURY SCHOOL CORPORATION 8141 COLLEGE PKWY FORT MYERS FL 33919 591058089 501(C) 205000 GEN OP / SPEC PRGM CAPE CORAL ANIMAL SHELTER 1217 CAPE CORAL PKWY E 235 CAPE CORAL FL 33904 501(C) 11933 SPECIFIC PROGRAM CAPE CORAL ART LEAGUE INC 516 CULTURAL PARK BLVD CAPE CORAL FL 33910 237348129 501(C) 6391 SPECIFIC PROGRAM CAPITAL GOOD FUND 22 A STREET PROVIDENCE RI 02907 800348382 501(C) 30000 SPECIFIC PROGRAM CAPTIVA CHAPEL BY THE SEA PO BOX 162 CAPTIVA FL 33924 596143042 501(C) 11367 GEN OP SUPPORT CENTER FOR POPULAR DEMOCRACY 449 TROUTMAN ST STE A BROOKLYN NY 11237 453813436 501(C) 25000 SPECIFIC PROGRAM CENTER FOR PROGRESS AND EXCELLENCE 6360 TECHSTER BLVD FORT MYERS FL 33966 474810710 501(C) 18286 SPECIFIC PROGRAM CENTER FOR THE ARTS 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501(C) 16500 GEN OP / SPEC PRGM CHARLOTTE COMMUNITY FOUNDATION INC 227 SULLIVAN STREET PUNTA GORDA FL 33950 650455319 501(C) 15115 SPECIFIC PROGRAM CHARLOTTE HARBOR ENVIRO CENTER 10941 BURNT STORE RD PUNTA GORDA FL 33955 592853001 501(C) 30000 SPECIFIC PROGRAM CHILDREN'S ADVOCACY CENTER OF SW FL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501(C) 12000 GEN OP SUPPORT CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 391214138 501(C) 7000 GEN OP SUPPORT CHRISTIAN MEDICAL MINISTRIES 6900 DANIELS PKWY SUITE 29-393 FORT MYERS FL 33912 472641606 501(C) 11300 GEN OP SUPPORT CITRUS CENTER BOYS & GIRLS CLUB INC PO BOX 2666 WINTER HAVEN FL 33883 590776417 501(C) 7000 GEN OP SUPPORT CLEO INSTITUTE 8325 NE 2ND AVENUE SUITE 218 MIAMI FL 33138 273185735 501(C) 10000 SPECIFIC PROGRAM CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 16209 GEN OP SUPPORT CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 5500 SPECIFIC PROGRAM COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 10146 GEN OP SUPPORT COMMUNITY CONGREGATIONAL CHURCH 15300 N TAMIAMI TRAIL NAPLES FL 34110 592520944 501(C) 7556 GEN OP SUPPORT COMMUNITY COOPERATIVE INC P O 2143 FORT MYERS FL 33902 592602772 501(C) 8307 GEN OP SUPPORT COMMUNITY FOUNDATION OF COLLIER CTY 1110 PINE RIDGE RD SUITE 200 NAPLES FL 34108 592396243 501(C) 124757 GEN OP / SPEC PRGM COMMUNITY HAVEN FOR ADULTS & CHILD 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C) 80000 SPECIFIC PROGRAM CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 591157084 501(C) 10000 SPECIFIC PROGRAM COUNCIL ON FOUNDATIONS P O BOX 75661 BALTIMORE MD 21275 136068327 501(C) 12850 GEN OP SUPPORT COVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C) 11632 GEN OP / SPEC PRGM DAVID LAWRENCE CENTER 6075 BATHEY LANE NAPLES FL 34116 592206025 501(C) 7500 SPECIFIC PROGRAM DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL FL 33957 592240895 501(C) 10000 SPECIFIC PROGRAM DIOCESE OF SOUTHWEST FLORIDA 8005 25TH EAST ST PARRISH FL 34219 501(C) 14000 SPECIFIC PROGRAM DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS FL 33906 501(C) 12000 SPECIFIC PROGRAM DOCTORS WITHOUT BORDERS USA INC 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 133433452 501(C) 5200 GEN OP / SPEC PRGM DR PIPER CENTER FOR SOCIAL SERVICES 2607 DR ELLA PIPER WAY FORT MYERS FL 33916 650788551 501(C) 9890 GEN OP / SPEC PRGM ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501(C) 12870 SPECIFIC PROGRAM EDISON SAILING CENTER 1420 DEL RIO DRIVE FORT MYERS FL 33901 501(C) 5393 GEN OP SUPPORT EMERGENCY ASSISTANCE FOUNDATION INC 3713 PINE STREET JACKSONVILLE FL 32205 451813056 501(C) 167224 SPECIFIC PROGRAM FAMILY HEALTH CENTERS OF SW FL PO BOX 1357 FORT MYERS FL 33902 591741273 501(C) 44531 SPECIFIC PROGRAM FAMILY INITIATIVE INCORPORATED 1242 SW PINE ISLAND RD CAPE CORAL FL 33991 461528487 501(C) 40000 SPECIFIC PROGRAM FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DRIVE NAPLES FL 34109 440610626 501(C) 25000 SPECIFIC PROGRAM FLORIDA ARTS INC 2301 FIRST STREET FORT MYERS FL 33901 311536036 501(C) 12774 SPECIFIC PROGRAM FLORIDA DENTAL ASSOCIATION FD 545 JOHN KNOX ROAD SUITE 200 TALLAHASSEE FL 32303 590615479 501(C) 10000 SPECIFIC PROGRAM FLORIDA DEPT HEALTH CHARLOTTE CTY 1100 LOVELAND BLVD PORT CHARLOTTE FL 33980 GOV 25000 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 501(C) 227584 GEN OP / SPEC PRGM FLORIDA GULF COAST UNIVERSITY FD 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 9819 GEN OP SUPPORT FLORIDA GULF COAST UNIVERSITY FD 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 8092 SPECIFIC PROGRAM FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C) 5782 GEN OP SUPPORT FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501(C) 13500 GEN OP / SPEC PRGM FLORIDA STATE UNIVERSITY FOUNDATION 2010 LEVY AVENUE TALLAHASSEE FL 32310 596152180 501(C) 10000 SPECIFIC PROGRAM FORT MYERS BEACH ART ASSOC P O BOX 2359 FORT MYERS FL 33932 591004609 501(C) 7500 SPECIFIC PROGRAM FORT MYERS COMMUNITY CONCERT ASSOC P O BOX 606 FORT MYERS FL 33902 591739068 501(C) 14031 GEN OP SUPPORT FORT MYERS MURAL SOCIETY 2443 FIRST STREET FORT MYERS FL 33901 813755781 501(C) 10000 SPECIFIC PROGRAM FORT MYERS TECHNICAL COLLEGE 3800 MICHIGAN AVE FORT MYERS FL 33916 501(C) 20000 SPECIFIC PROGRAM FRIENDS OF THE MOUND HOUSE P O BOX 154 FORT MYERS FL 33931 562544250 501(3) 10000 SPECIFIC PROGRAM GATEWAY TRINITY LUTHERAN CHURCH 11381 GATEWAY BLVD FORT MYERS FL 33913 650218796 501(C) 10000 SPECIFIC PROGRAM GEISINGER HEALTH 100 NORTH ACADEMY AVENUE DANVILLE PA 17822 232311553 501(C) 20000 SPECIFIC PROGRAM GLADES COUNTY EDUCATION FOUNDATION PO BOX 443 MOORE HAVEN FL 33471 463728223 501(C) 40000 SPECIFIC PROGRAM GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 14709 GEN OP SUPPORT GOOD WHEELS INC 10075 BAVARIA ROAD SE FORT MYERS FL 33913 650192741 501(C) 12000 SPECIFIC PROGRAM GOODWILL INDUSTRIES OF SOUTHWEST FL 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C) 26021 GEN OP SUPPORT GOODWILL INDUSTRIES OF SOUTHWEST FL 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C) 44783 SPECIFIC PROGRAM GREATER HOUSTON COMMUNITY FD 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 237160400 501(C) 13495 SPECIFIC PROGRAM GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 16138 GEN OP SUPPORT GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 8000 SPECIFIC PROGRAM GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 30737 GEN OP / SPEC PRGM GULF COAST PARTNERSHIP INC 408 TAMIAMI TRAIL UNIT 121 PUNTA GORDA FL 33950 383913077 501(C) 29200 SPECIFIC PROGRAM GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501(C) 12500 SPECIFIC PROGRAM GULFSHORE OPERA INC 3281 GOLDEN GATE BLVD W NAPLES FL 34120 470989874 501(C) 7500 SPECIFIC PROGRAM HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 86751 GEN OP SUPPORT HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 75500 SPECIFIC PROGRAM HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C) 18382 GEN OP SUPPORT HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C) 53500 SPECIFIC PROGRAM HEIGHTS CENTER INC 15570 HAGIE DRIVE FORT MYERS FL 33908 455595206 501(C) 14600 SPECIFIC PROGRAM HEIGHTS FOUNDATION INC 15570 HAGIE DR FORT MYERS FL 33908 651003872 501(C) 32623 GEN OP SUPPORT HENDRY COUNTY SCHOOL DISTRICT PO BOX 1980 LABELLE FL 33975 GOV 22500 SPECIFIC PROGRAM HOPE CLUBHOUSE OF SW FL 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501(C) 78353 GEN OP / SPEC PRGM HOPE HOSPICE 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 8351 GEN OP SUPPORT HOPE HOSPICE 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 10000 SPECIFIC PROGRAM I WILL MENTORSHIP FOUNDATION PO BOX 2362 FORT MYERS FL 33912 473761436 501(C) 27464 SPECIFIC PROGRAM IMMOKALEE TECHNICAL COLLEGE 508 N 9TH STREET IMMOKALEE FL 34142 501(C) 29500 SPECIFIC PROGRAM INSTITUTE FOR CULINARY AWARENESS 5861 PANGOLA RD FORT MYERS FL 33905 461241361 501(C) 12500 SPECIFIC PROGRAM INVEST IN AMERICA'S VETERANS FD 3100 DEL PRADO BLVD S CAPE CORAL FL 33904 264520112 501(C) 7500 SPECIFIC PROGRAM KEISER UNIVERSITY 9100 FORUM CORPORATE PKWY FORT MYERS FL 33905 501(C) 27000 SPECIFIC PROGRAM LABELLE FIRST BAPTIST CHURCH 330 NORTH MAIN STREET LABELLE FL 33935 501(C) 10000 SPECIFIC PROGRAMS LABELLE HIGH SCHOOL 4050 EAST COWBOY WAY LABELLE FL 33935 GOV 13000 SPECIFIC PROGRAM LAKE FOREST ACADEMY 1500 W KENNEDY ROAD LAKE FOREST IL 60045 362216167 501(C) 25000 GEN OP SUPPORT LAKES PARK ENRICHMENT FOUNDATION P O BOX 61076 FORT MYERS FL 33906 200671031 501(C) 9500 SPECIFIC PROGRAM LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 6468 GEN OP SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 48999 SPECIFIC PROGRAM LEE COUNTY DOMESTIC ANIMAL SVCS 5600 BANNER DRIVE FORT MYERS FL 33912 GOV 18606 GEN OP SUPPORT LEE COUNTY DOMESTIC ANIMAL SVCS 5600 BANNER DRIVE FORT MYERS FL 33912 GOV 34000 SPECIFIC PROGRAM LEE COUNTY JEWISH FEDERATION INC 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 7697 GEN OP / SPEC PRGM LEE COUNTY MEDICAL SOCIETY FD 13770 PLANTATION ROAD SUITE 1 FORT MYERS FL 33912 237026263 501(C) 27474 SPECIFIC PROGRAM LEE COUNTY PARKS & REC 3410 PALM BEACH BLVD FORT MYERS FL 33916 591773738 GOV 18850 SPECIFIC PROGRAM LEE HEALTHCARE RESOURCES 9800 S HEALTH PARK SUITE 310 FORT MYERS FL 33908 592607761 501(C) 5266 GEN OP SUPPORT LEE MEMORIAL HEALTH SYSTEM FD PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 10783 GEN OP SUPPORT LEE MEMORIAL HEALTH SYSTEM FD PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 21000 SPECIFIC PROGRAM LEGAL AID SERVICE OF COLLIER COUNTY 4436 TAMIAMI TRAIL E NAPLES FL 34112 501(C) 18990 SPECIFIC PROGRAM LEHIGH COMMUNITY SERVICE INC 201 PLAZA DR SUITE 103 LEHIGH ACRES FL 33936 591773738 501(C) 59670 GEN OP SUPPORT LIGHTHOUSE OF SWFL INC 35 W MARIANA AVE NORT FORT MYERS FL 33903 591665257 501(C) 10426 GEN OP / SPEC PRGM LUVYBEAR QUILTS 4 TOTS INC 3605 VALLE SANTA CIRCLE CAPE CORAL FL 33909 472261060 501(C) 11000 GEN OP SUPPORT MEDICAL DEBT RESOLUTION 80 THEODORE FREMD AVENUE RYE NY 10580 471442997 501(C) 32500 GEN OP SUPPORT NAPLES SENIOR CENTER AT JFCS 5025 CASSTELLO DRIVE NAPLES FL 34103 453980909 501(C) 42000 SPECIFIC PROGRAM NATIONAL PARKINSON FOUNDATION 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 590968031 501(C) 32452 GEN OP SUPPORT NEW HORIZONS SERVICE DOGS INC 1590 LAUREL PARK COURT ORANGE CITY FL 32763 593334829 501(C) 10000 GEN OP SUPPORT OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 9811 GEN OP SUPPORT PACHAMAMA ALLIANCE PO BOX 29191 SAN FRANCISCO CA 94129 943249793 501(C) 10000 SPECIFIC PROGRAM QUALITY OF LIFE CENTER OF SWFL PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 11197 GEN OP SUPPORT REDLANDS CHRISTIAN MIGRANT ASSOC 402 W MAIN STREET IMMOKALEE FL 34142 591221966 501(C) 30000 SPECIFIC PROGRAM RIVER DISTRICT ALLIANCE PO BOX 1686 FORT MYERS FL 33901 501(C) 15500 SPECIFIC PROGRAM SANIBEL COMMUNITY ASSOCIATION 2173 PERIWINKLE WAY SANIBEL FL 33957 591060466 501(C) 5500 SPECIFIC PROGRAM SEMINOLE BOOSTERS INC PO BOX 1353 TALLAHASSEE FL 32302 591561180 501(C) 400000 CAPITAL CONTRIBUTION SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 042121377 501(C) 5997 GEN OP SUPPORT SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501(C) 16500 SPECIFIC PROGRAM SOUTHWEST FLORIDA CHRISTIAN ACADEMY 3750 COLONIAL BLVD FORT MYERS FL 33966 650510846 501(C) 25000 SPECIFIC PROGRAM SOUTHWEST FLORIDA SYMPHONY 8290 COLLEGE PARKWAY SUITE 103 FORT MYERS FL 33919 591350404 501(C) 11495 GEN OP SUPPORT SOUTHWEST FLORIDA SYMPHONY 8290 COLLEGE PARKWAY SUITE 103 FORT MYERS FL 33919 591350404 501(C) 17500 SPECIFIC PROGRAM ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C) 13500 GEN OP SUPPORT ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C) 34100 SPECIFIC PROGRAM ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 590774200 501(C) 9819 GEN OP SUPPORT STEVE RUMMLER HOPE FOUNDATION 12800 WHITESATER DR SUITE 100 MINNETONKA MN 55343 452903444 501(C) 25000 GEN OP SUPPORT SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 35387 GEN OP SUPPORT SWFL CHILDREN'S CHARITIES INC 9736 COMMERCE CENTER COURT FORT MYERS FL 33908 262302491 501(C) 28500 GEN OP SUPPORT TEMPLE BETH - EL OF FORT MYERS INC 16225 WINKLER RD FORT MYERS FL 33908 591097143 501(C) 6541 GEN OP / SPEC PRGM THE COMMUNITY FD OF WEST NC 4 VANDERBILT PARK DR ASHEVILLE NC 28803 561223384 501(C) 15000 SPECIFIC PROGRAM THE EDUCATION FD OF COLLIER COUNTY 3606 ENTERPRISE AVENUE SUITE 150 NAPLES FL 34104 650230582 501(C) 50000 SPECIFIC PROGRAM THE FD OF THE PENNSYLVANIA MED SOC 777 EAST PARK DRIVE HARRISBURG PA 17105 231511600 501(C) 10000 SPECIFIC PROGRAMS THE FOUNDATION FOR LEE CTY PUBLIC P O BOX 1608 FORT MYERS FL 33902 592637849 501(C) 8617 GEN OP SUPPORT THE IMAGINARIUM GROUP INC 2000 CRANFORD AVE FORT MYERS FL 33916 650226984 501(C) 15000 SPECIFIC PROGRAM THE LEGACY FOUNDATION SHELL POINT 15010 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501(C) 18770 GEN OP SUPPORT THE NATIONS ASSOCIATION CHARITIES PO BOX 1060 FORT MYERS FL 33902 591840066 501(C) 28324 SPECIFIC PROGRAM THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 17281 GEN OP SUPPORT THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 5250 SPECIFIC PROGRAM THE UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 10470 GEN OP SUPPORT UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 38808 GEN OP SUPPORT UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 784091 SPECIFIC PROGRAM UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 104933 SPECIFIC PROGRAM UNIVERSITY OF FLORIDA PO BOX 118400 GAINESVILLE FL 32611 501(C) 22800 SPECIFIC PROGRAM VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 43675 GEN OP SUPPORT VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 33000 SPECIFIC PROGRAM WOMEN'S FOUNDATION OF SWFL 27911 CROWN LAKE BLVD BONITA SPRINGS FL 34135 452514055 501(C) 51000 SPECIFIC PROGRAM ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C) 12000 GEN OP SUPPORT MISC GRANTS 5000 AND UNDER 2031JACKSON STREET SUITE 100 FORT MYERS FL 33901 501(C) 411319 GEN OP / SPEC PRGM 396 ACADEMIC SCHOLARSHIPS 128 735542 HERTZ DISASTER RELIEF FD 66 38537 ARIS DISASTER RELIEF FD 109 127650 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. WHEN A GRANT IS AWARDED, A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE(S) DESCRIBED IN THE PROPOSAL THAT THE GRANTEE ORGANIZATION HAD SUBMITTED TO THE FOUNDATION. X X X X false false false false false false false false false SARAH OWEN PRESIDENT / CEO 286000 9900 14955 310855 X 40 2000143 FMV ON DATE OF TRANSFER false true true SCHEDULE M, PAGE 1, PART I, LINE 32B DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO. FORM 990 - ORGANIZATION'S MISSION THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND TO TAKE ITS EXPANDED IDENTITY INTO CONSIDERATION WHEN SEEKING A NEW PHYSICAL OFFICE SPACE AND LOCATION ON THE SITE OF THE ATLANTIC COAST LINE RAILROAD DEPOT, IN FORT MYERS, FLORIDA. FORM 990, PAGE 2, PART III, LINE 4D OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING 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 BONITA SPRINGS COMMUNITY FD LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274342648 INACTIVE FL NA COMMUNITY FD OF SANIBEL-CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343844 INACTIVE FL NA WOMENS LEGACY FUND LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274967919 INACTIVE FL NA WOMENS LEGACY FUND OF SWFL LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274968412 INACTIVE FL NA GOOD NEIGHBOR COMM FD OF SANIBEL- CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343158 INACTIVE FL NA SWFLCF SUPPORT ORGANIZATION INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 300958830 SUP ORG FL 501C 12A N/A false false false false false false false false false false false false false false false false false false false false