SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201623199349302347
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T09:04:17-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 339191049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD E PENN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2392745900 | PhoneNum |
| Signature | 2016-10-25 | 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 | 2016-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONALD E PENN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,735,310 | 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 | ORGANIZATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. THE MOST SIGNIFICANT ACTIVITIES INCLUDE CONVENING AND FACILITATING DIVERSE NETWORKS OF REGIONAL STAKEHOLDERS (PHILANTHROPY, BUSINESS, NON PROFIT, EDUCATION, GOVERNMENT) WHO TOGETHER 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. THE FOUNDATION WORKS WITH ALL KINDS OF DONORS INTERESTED IN PHILANTHROPIC GIVING WITH AN EYE ON SUSTAINABLE GIVING THROUGH ENDOWED FUNDS OR CURRENT FUNDS AIMED AT CREATING A STRONGER COMMUNITY AND BETTER QUALITY OF LIFE FOR EVERYONE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,175,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,930,741 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,269,832 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,412,345 | CYInvestmentIncomeAmt |
| PY Other Revenue | $162,274 | PYOtherRevenueAmt |
| CY Other Revenue | $5,026 | CYOtherRevenueAmt |
| PY Total Revenue | $12,607,234 | PYTotalRevenueAmt |
| CY Total Revenue | $5,348,112 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,371,441 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,228,564 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,023,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,129,545 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $339,497 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,207,661 | PYOtherExpensesAmt |
| CY Other Expenses | $1,373,885 | CYOtherExpensesAmt |
| PY Total Expenses | $5,602,950 | PYTotalExpensesAmt |
| CY Total Expenses | $6,731,994 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,004,284 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,383,882 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,533,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,165,734 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,261,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,367,424 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $88,271,924 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,798,310 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ORGANIZATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. THE MOST SIGNIFICANT ACTIVITIES INCLUDE CONVENING AND FACILITATING DIVERSE NETWORKS OF REGIONAL STAKEHOLDERS (PHILANTHROPY, BUSINESS, NON PROFIT, EDUCATION, GOVERNMENT) WHO TOGETHER 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. THE FOUNDATION WORKS WITH ALL KINDS OF DONORS INTERESTED IN PHILANTHROPIC GIVING WITH AN EYE ON SUSTAINABLE GIVING THROUGH ENDOWED FUNDS OR CURRENT FUNDS AIMED AT CREATING A STRONGER COMMUNITY AND BETTER QUALITY OF LIFE FOR EVERYONE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,707,343 | ExpenseAmt |
| Grant | $2,547,317 | GrantAmt |
| Revenue | $2,687,002 | RevenueAmt |
| Desc | NON-COMPETITIVE GRANTS ARE MADE THROUGH DESIGNATED FUNDS AND DONOR ADVISED FUNDS; COMPETITIVE GRANTS (INCLUDING CAPACITY BUILDING, COMMUNITY IMPACT, ARTS & ATTRACTIONS, AND GOOD SAMARITAN GRANTS) THROUGH FIELD OF INTEREST AND COMMUNITY UNRESTRICTED FUNDS SUPPORTING THE INTERESTS AND PHILANTHROPIC GOALS OF DONORS ESTABLISHING ENDOWMENT FUNDS. THE GRANTS ARE DISTRIBUTED TO NONPROFITS IN THE FOUNDATION'S FIVE COUNTY SERVICE AREA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $628,098 | ExpenseAmt |
| Grant | $361,388 | GrantAmt |
| Revenue | $522,236 | RevenueAmt |
| Desc | SCHOLARSHIP GRANTS ARE MADE TO CONTINUE EDUCATION OR TRAINING OF YOUNG PEOPLE OR ADULTS THROUGH DISTRIBUTIONS TO STUDENTS FOR PRIMARY, SECONDARY, AND POST-SECONDARY EDUCATION. SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTERESTS AND WISHES (E.G., ACADEMIC ACHIEVEMENT, LIVING IN A PARTICULAR GEOGRAPHIC REGION, STUDYING A SPECIFIC SUBJECT, ETC.) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,102,198 | ExpenseAmt |
| Grant | $702,132 | GrantAmt |
| Revenue | $574,570 | RevenueAmt |
| Desc | AS LEADERS AND CONVENERS, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION TAKES ON REGIONAL INITIATIVES WHEN CRITICAL ISSUES ARE IDENTIFIED IN THE REGION AND THERE IS NO OTHER MORE APPROPRIATE ENTITY TO LEAD AN EFFORT TO PROMOTE POSITIVE CHANGE. THESE INITIATIVES ARISE FROM DATA, RELY ON PARTNERSHIPS, AND ARE SUBJECT TO ONGOING PROGRAM EVALUATION TO UNDERSTAND IMPACT, ADAPT AS NEEDED, AND REPLICATE OR SCALE WHERE POSSIBLE. THESE INITIATIVES ARE FUNDED BY LOCAL DONORS AND THE ONGOING DEVELOPMENT OF FUNDING STREAMS FROM OUTSIDE OF THE REGION. THE FOUNDATION IS THE BACKBONE ORGANIZATION FOR THE FUTUREMAKERS COALITION. FORMED AROUND EXISTING REGIONAL COLLABORATIONS, THE FUTUREMAKERS COALITION IS A COLLECTIVE IMPACT INITIATIVE THAT HAS A GOAL TO INCREASE THE NUMBER OF COLLEGE DEGREES, CERTIFICATES AND OTHER HIGH-QUALITY CREDENTIALS FROM 27 TO 40 PERCENT BY 2025 THROUGHOUT CHARLOTTE, COLLIER, GLADES, HENDRY AND LEE COUNTIES. THE COALITION IS COMMITTED TO CREATING A CRADLE-TO-CAREER PATHWAY TO ENSURE SUCCESS FOR TRADITIONAL STUDENTS AND ADULT LEARNERS. THE FLORIDA FELLOWS INITIATIVE IS A PARTNERSHIP WITH THE UNIVERSITY OF FLORIDA'S COLLEGE OF JOURNALISM AND COMMUNICATIONS. THE FLORIDA FELLOWS ARE ASSIGNED TO ONE OF THE NONPROFIT ORGANIZATIONS FUNDED THROUGH THE FOUNDATION'S ANNUAL COMMUNITY IMPACT GRANTS. THE FELLOWS WILL ASSIST THE NONPROFIT LEADERSHIP IN DEVELOPING MESSAGING AND STORIES OF THOSE WHO ARE BENEFITING FROM THE GRANT. FAMILY LITERACY YES (FLY) IS A BARBARA BUSH FOUNDATION FAMILY LITERACY PROGRAM COLLABORATIVELY IMPLEMENTED BY THE QUALITY OF LIFE CENTER AND THE DUNBAR COMMUNITY SCHOOL SUPPORTED BY THE FOUNDATION. IT SERVES LOW INCOME FAMILIES BY SUBSIDIZING THE COST OF EARLY CHILDHOOD EDUCATION FOR THEIR CHILDREN AGES 3-5 AND THE COST FOR PARENTS ATTENDING ENGLISH LANGUAGE OR GED COURSES. FLY ALSO INCLUDES TEACHER-FACILITATED INTERGENERATIONAL LEARNING TIME TO SUPPORT PARENTS IN BECOMING THEIR CHILDREN'S FIRST TEACHERS IN READING AND TO PROVIDE SPACE FOR PARENTS AND CHILDREN TO READ AND LEARN TOGETHER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,124,477 | ExpenseAmt |
| Grant | $617,726 | GrantAmt |
| Revenue | $146,933 | RevenueAmt |
| Desc | (A) NON-PROFIT CAPACITY-BUILDING AND PARTNERSHIPS, INCLUDING THE YEAR-LONG COMMUNITY IMPACT GRANT TRIBES; (B) EDUCATIONAL PROGRAMS FOR COMMUNITY STAKEHOLDERS, INCLUDING DONORS AND PROFESSIONAL ADVISORS; (C) IMPLEMENTATION OF A COMMUNITY SUSTAINABILITY PLAN ESTABLISHED FOR LEE COUNTY; (D) COMMUNITY LEADERSHIP AND CONVENER SERVICES; (E) PUBLIC-PRIVATE PARTNERSHIPS; (F) ESTABLISHMENT OF SATELLITE OFFICES THROUGHOUT THE REGION; (G) PROMOTE COMMUNITY AWARENESS AROUND TRANSPORTATION, COMMUNITY DESIGN, AND ACCESS TO SERVICES; (H) SUPPORT PROGRAMS TO CONNECT YOUNG PROFESSIONALS TO THE COMMUNITY; (I) RAISE AWARENESS AND HIGHLIGHT BEST PRACTICES OF PARTNER ORGANIZATIONS; AND (J) ART EXHIBITION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,124,477 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $617,726 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $146,933 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,562,116 | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | RONALD E PENN | PersonNm |
| Phone | 2392745900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH OWEN | ||||||
| PRESIDENT / | 50.00 | Yes (X) | Yes (X) | $205,000 | $0 | $33,417 |
| GUY WHITESMAN | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR LARRY A HOBBS | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDY ROBINSON | ||||||
| SEC/TREAS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH MAZURKIEWICZ JR | ||||||
| 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 | |
| PATRICIA K DOBBINS | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN L ERWIN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG FOLK | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN F GAMBA JR | ||||||
| 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 | |
| HON ARCHIE B HAYWARD JR | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER HILL | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LI-SU JAVEDAN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH KINSEY JR | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD L LELAND | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN MANDEL | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DARREN ROBERTSHAW | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBIE B ROEPSTORFF | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GAY THOMPSON | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KARSON TURNER | ||||||
| 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 | |
| RONALD E PENN | ||||||
| CFO | 50.00 | Yes (X) | $116,387 | $0 | $9,380 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $321,387 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FLEMMING | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3778 HANOVER STREET | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | STRAT PLAN/PRGM | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,930,741 | AllOtherContributionsAmt |
| Noncash Contributions | $1,406,806 | NoncashContributionsAmt |
| Total Contributions | $3,930,741 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $822,960 | TotalRevenueColumnAmt |
| Exclusion | $822,960 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,976,583 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,387,198 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $589,385 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,385 | TotalRevenueColumnAmt |
| Exclusion | $589,385 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $5,026 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,026 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,026 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,348,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,026 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,412,345 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,521,327 | TotalAmt |
| Program Services | $3,521,327 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,237 | TotalAmt |
| Program Services | $707,237 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,576 | TotalAmt |
| Program Services | $166,568 | ProgramServicesAmt |
| Management And General | $144,372 | ManagementAndGeneralAmt |
| Fundraising | $64,636 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,560 | TotalAmt |
| Program Services | $267,855 | ProgramServicesAmt |
| Management And General | $232,809 | ManagementAndGeneralAmt |
| Fundraising | $99,896 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,583 | TotalAmt |
| Program Services | $6,025 | ProgramServicesAmt |
| Management And General | $5,222 | ManagementAndGeneralAmt |
| Fundraising | $2,336 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,856 | TotalAmt |
| Program Services | $31,874 | ProgramServicesAmt |
| Management And General | $27,626 | ManagementAndGeneralAmt |
| Fundraising | $12,356 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,970 | TotalAmt |
| Program Services | $30,801 | ProgramServicesAmt |
| Management And General | $25,477 | ManagementAndGeneralAmt |
| Fundraising | $11,692 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,364 | TotalAmt |
| Management And General | $5,014 | ManagementAndGeneralAmt |
| Fundraising | $5,350 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,700 | TotalAmt |
| Program Services | $15,835 | ProgramServicesAmt |
| Management And General | $13,724 | ManagementAndGeneralAmt |
| Fundraising | $6,141 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,202 | TotalAmt |
| Program Services | $88,799 | ProgramServicesAmt |
| Management And General | $76,966 | ManagementAndGeneralAmt |
| Fundraising | $34,437 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,657 | TotalAmt |
| Program Services | $220,230 | ProgramServicesAmt |
| Management And General | $32,427 | ManagementAndGeneralAmt |
| Fundraising | $24,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,021 | TotalAmt |
| Program Services | $40,549 | ProgramServicesAmt |
| Management And General | $472 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,729 | TotalAmt |
| Program Services | $44,314 | ProgramServicesAmt |
| Management And General | $38,786 | ManagementAndGeneralAmt |
| Fundraising | $5,629 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,927 | TotalAmt |
| Program Services | $99,251 | ProgramServicesAmt |
| Management And General | $58,974 | ManagementAndGeneralAmt |
| Fundraising | $18,702 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,102 | TotalAmt |
| Program Services | $53,009 | ProgramServicesAmt |
| Management And General | $39,444 | ManagementAndGeneralAmt |
| Fundraising | $17,649 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,362 | TotalAmt |
| Program Services | $4,542 | ProgramServicesAmt |
| Management And General | $12,239 | ManagementAndGeneralAmt |
| Fundraising | $2,581 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,295 | TotalAmt |
| Program Services | $8,869 | ProgramServicesAmt |
| Management And General | $31,218 | ManagementAndGeneralAmt |
| Fundraising | $5,208 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,455 | TotalAmt |
| Program Services | $28,145 | ProgramServicesAmt |
| Management And General | $24,395 | ManagementAndGeneralAmt |
| Fundraising | $10,915 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,406 | TotalAmt |
| Program Services | $11,712 | ProgramServicesAmt |
| Management And General | $10,152 | ManagementAndGeneralAmt |
| Fundraising | $4,542 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECTS | $168,765 | $168,765 | ||
| DUES & SUBSCRIPTIONS | $41,376 | $6,675 | $33,411 | $1,290 |
| PRINTING AND PUBLICATION | $29,096 | $28,762 | $334 | |
| RELATIONSHIPS | $25,507 | $10,065 | $3,527 | $11,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,921 | TotalAmt |
| Program Services | $907 | ProgramServicesAmt |
| Management And General | $13,792 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,731,994 | TotalAmt |
| Program Services | $5,562,116 | ProgramServicesAmt |
| Management And General | $830,381 | ManagementAndGeneralAmt |
| Fundraising | $339,497 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,822 | BOYAmt |
| EOY | $428,287 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,320 | BOYAmt |
| EOY | $16,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $318,657 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $226,457 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,577 | BOYAmt |
| EOY | $92,200 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,647,535 | BOYAmt |
| EOY | $68,270,062 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,292,836 | BOYAmt |
| EOY | $25,358,224 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,533,090 | BOYAmt |
| EOY | $94,165,734 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,366 | BOYAmt |
| EOY | $57,815 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,800 | BOYAmt |
| EOY | $886,819 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,693,000 | BOYAmt |
| EOY | $4,422,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,261,166 | BOYAmt |
| EOY | $5,367,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,945,529 | BOYAmt |
| EOY | $65,331,850 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,981,270 | BOYAmt |
| EOY | $22,156,335 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,125 | BOYAmt |
| EOY | $1,310,125 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,271,924 | BOYAmt |
| EOY | $88,798,310 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,533,090 | BOYAmt |
| EOY | $94,165,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,383,882 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,572,601 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,482,869 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $5,166,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,545,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,235,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,702,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,930,741 | CurrentTaxYearAmt |
| Total | $28,580,885 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,166,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,545,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,235,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,702,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,930,741 | CurrentTaxYearAmt |
| Total | $28,580,885 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,232,438 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,348,447 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,030,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,158,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,048,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,140,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $822,960 | CurrentTaxYearAmt |
| Total | $7,199,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,780,759 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,026 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 107 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 293 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,434,703 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,554,673 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,755,950 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,472,613 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,811,364 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $55,766,008 | 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 | $24,138 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,948,917 | BeginningYearBalanceAmt |
| Contributions | $2,813,247 | ContributionsAmt |
| Investment Earnings Or Losses | $4,581,267 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,433,680 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $832,410 | AdministrativeExpensesAmt |
| End Year Balance | $42,077,341 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,751,971 | BeginningYearBalanceAmt |
| Contributions | $3,526,875 | ContributionsAmt |
| Investment Earnings Or Losses | $622,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,188,320 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $764,288 | AdministrativeExpensesAmt |
| End Year Balance | $37,948,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02250 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,595 | DepreciationAmt |
| Book Value | $45,238 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $212,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $189,862 | DepreciationAmt |
| Book Value | $22,824 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,138 | OtherCostOrOtherBasisAmt |
| Book Value | $24,138 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $92,200 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED GIFTS REC - CRTS / CLTS | $21,617,254 |
| DEFERRED GIFTS REC - CGAS | $1,902,291 |
| CONTRIBUTIONS RECEIVABLE | $1,674,222 |
| LIFE INSURANCE - REMAINDER INTEREST | $144,885 |
| OTHER ASSETS | $19,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,358,224 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD AS AGENCY ACCOUNTS | $2,910,657 |
| ANNUITY OBLIGATIONS | $1,341,210 |
| FUNDS RESTRICTED FOR PROGRAMS | $170,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,422,790 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,804,913 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,572,601 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,441,463 | OtherRevenueAmt |
| Revenue Not Reported | $1,868,862 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,936,051 | RevenueSubtotalAmt |
| Other Revenues Not Included | $412,061 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $412,061 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,348,112 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,278,527 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,278,527 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $453,467 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $453,467 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,731,994 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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. THE FOUNDATION ADOPTED FINANCIAL ACCOUNTING STANDARDS CODIFICATION ASC 740 -10, INCOME TAXES AS IT RELATES TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE PRIOR THREE TAX PERIODS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT; HOWEVER THE TAX PERIOD FOR THE FISCAL YEAR ENDED 2014 WAS EXAMINED AND HAS BEEN CLOSED WITH NO CHANGES. 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 | PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 3,382,828 IN KIND CONTRIBUTIONS 58,635 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS 67,829 AGENCY FUND CONTRIBUTIONS 5,600 ALLOCATED TO PARTNER SUPPORT 338,632 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 9,129 AGENCY FUND GRANTS 105,706 ALLOCATED TO PARTNER SUPPORT 338,632 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (130 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 4KIDS OF SOUTHWEST FLORIDA INC | |||||||
| 2717 WEST CYPRESS CREEK ROAD | FORT LAUDERDALE | FL | 33309 | 611416525 | 501(C) | $7,000 | GEN OP SUPPORT |
| ABUSE COUNSELING & TREATMENT INC | |||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | 591864735 | 501(C) | $62,000 | GEN OP / SPEC PRGM |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 9TH STREET | SCOTTSDALE | AZ | 85260 | 541660459 | 501(C) | $50,000 | GEN OP SUPPORT |
| ALZHEIMER'S ASSOCIATION - FL GULF | |||||||
| 9220 BONITA BEACH ROAD 223 | BONITA SPRINGS | FL | 34135 | 133039601 | 501(C) | $25,100 | GEN OP / SPEC PRGM |
| AMI KIDS SOUTHWEST FLORIDA INC | |||||||
| 1190 MAIN STREET | FORT MYERS BEACH | FL | 33931 | 593052865 | 501(C) | $50,000 | CAP CONTRIB |
| ANIMAL REFUGE CENTERINC | |||||||
| P O BOX 6642 | FORT MYERS | FL | 33902 | 650057419 | 501(C) | $12,401 | GEN OP SUPPORT |
| ANIMAL REFUGE OF LABELLE INC | |||||||
| PO BOX 2441 | LABELLE | FL | 33935 | 650404638 | 501(C) | $9,736 | SPEC PRGM |
| ARTFEST FORT MYERS INC | |||||||
| 2443 FIRST ST | FORT MYERS | FL | 33901 | 651119729 | 501(C) | $15,000 | SPEC PRGM |
| BAILEY-MATTHEWS SHELL MUSEUM | |||||||
| P O BOX 1580 | SANIBEL | FL | 33957 | 592775992 | 501(C) | $18,053 | GEN OP / SPEC PRGM |
| BIDEWEE INC | |||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | 131655210 | 501(C) | $9,731 | GEN OP SUPPORT |
| BIG ARTS | |||||||
| 900 DUNLOP RD | SANIBEL | FL | 33957 | 591956939 | 501(C) | $8,000 | SPEC PRGM |
| BLESSINGS IN A BACKPACK SWFL | |||||||
| PO BOX 61402 | FORT MYERS | FL | 33906 | 261964620 | 501(C) | $8,000 | SPEC PRGM |
| BONITA SPRINGS ASSISTANCE OFFICE | |||||||
| PO BOX 16 | BONITA SPRINGS | FL | 34133 | 592337909 | 501(C) | $7,000 | GEN OP / SPEC PRGM |
| BONITA WONDER GARDENS INC | |||||||
| PO BOX 822 | BONITA SPRINGS | FL | 34133 | 464168846 | 501(C) | $16,000 | SPEC PRGM |
| BRIDGE A LIFE | |||||||
| 1605 MAIN STREET SUITE 703 | SARASOTA | FL | 34236 | 464168846 | 501(C) | $6,000 | GEN OP SUPPORT |
| CALOOSA HUMANE SOCIETY | |||||||
| P O BOX 2337 | LABELLE | FL | 33975 | 650759567 | 501(C) | $53,908 | GEN OP SUPPORT |
| CAPITVA CHAPEL BY THE SEA | |||||||
| PO BOX 162 | CAPTIVA | FL | 33924 | 596143042 | 501(C) | $11,806 | GEN OP SUPPORT |
| CENTER FOR THE ARTS | |||||||
| 26100 OLD 41 ROAD | BONITA SPRINGS | FL | 34135 | 650295085 | 501(C) | $12,500 | GEN OP / SPEC PRGM |
| CHAMPIONS FOR LEARNING | |||||||
| 3606 ENTERPRISE AVENUE SUITE 150 | NAPLES | FL | 34135 | 650230582 | 501(C) | $45,000 | SPEC PRGM |
| CHARLOTTE COMMUNITY FOUNDATION INC | |||||||
| 227 SULLIVAN STREET | PUNTA GORDA | FL | 33950 | 650455319 | 501(C) | $19,000 | SPEC PRGM |
| CHARLOTTE COUNTY HOMELESS COALITION | |||||||
| PO BOX 380157 | MURDOCK | FL | 33938 | 650139525 | 501(C) | $37,475 | SPEC PRGM |
| CHARLOTTE HARBOR ENVIRONMENTAL CNTR | |||||||
| 10941 BURNT STORE ROAD | PUNTA GORDA | FL | 33955 | 592853001 | 501(C) | $30,000 | SPEC PRGM |
| CHILDREN'S ADVOCACY CENTER OF SWFL | |||||||
| 3830 EVANS AVE | FORT MYERS | FL | 33901 | 650007620 | 501(C) | $13,000 | GEN OP SUPPORT |
| CHILDREN'S HOME SOCIETY OF FL | |||||||
| 1940 MARAVILLA AVE | FORT MYERS | FL | 33901 | 590192430 | 501(C) | $21,000 | SPEC PRGM |
| CHRIST LUTHERAN CHURCH | |||||||
| 3816 SOUTH 12TH ST | SHEBOYGAN | WI | 53081 | 501(C) | $6,000 | GEN OP SUPPORT | |
| CITY OF CLEWISTON | |||||||
| 115 W VENTURA AVE | CLEWISTON | FL | 33440 | 501(C) | $30,000 | SPEC PRGM | |
| CLINIC FOR THE REHAB OF WILDLIFE | |||||||
| PO BOX 150 | SANIBEL | FL | 33957 | 237271040 | 501(C) | $25,002 | GEN OP / SPEC PRGM |
| COMMUNITIES REACHING OUT INC | |||||||
| 908 NORTH GOLF DR | HOLLYWOOD | FL | 33021 | 651242772 | 501(C) | $10,385 | GEN OP SUPPORT |
| COMMUNITY COOPERATIVE MINISTRIES I | |||||||
| P O BOX 2143 | FORT MYERS | FL | 33902 | 592602772 | 501(C) | $30,847 | GEN OP SUPPORT |
| COMMUNITY HAVEN FOR ADULTS & CHILD | |||||||
| 4405 DESOTO ROAD | SARASOTA | FL | 34235 | 591305522 | 501(C) | $100,000 | GEN OP SUPPORT |
| COMPASSION INTERNATIONAL INC | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | 362423707 | 501(C) | $7,000 | GEN OP SUPPORT |
| COVENANT PRESBYTERIAN CHURCH | |||||||
| 2439 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 591150677 | 501(C) | $8,472 | GEN OP SUPPORT |
| DAVID LAWRENECE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | 592206025 | 501(C) | $8,000 | SPEC PRGM |
| DING DARLING WILDLIFE SOCIETY INC | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | 592240895 | 501(C) | $16,000 | SPEC PRGM |
| DIOCESE OF VENICE CATHOLIC FAITH AP | |||||||
| P O BOX 60759 | FORT MYERS | FL | 33906 | 501(C) | $10,000 | SPEC PRGM | |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | 133433452 | 501(C) | $6,600 | SPEC PRGM |
| DOWNTOWN MGMT CORP OF FT MYERS | |||||||
| PO BOX 1686 | FORT MYERS | FL | 33901 | 650542768 | 501(C) | $15,000 | SPEC PRGM |
| EARTH SHINE | |||||||
| 5249 SUMMERLIN COMMONS BLVD | FORT MYERS | FL | 33907 | 320042299 | 501(C) | $5,400 | GEN OP / SPEC PRGM |
| ECHO INC | |||||||
| 17391 DURRANCE ROAD | NORTH FORT MYERS | FL | 33917 | 237275283 | 501(C) | $11,869 | GEN OP / SPEC PRGM |
| EDISON FESTIVAL OF LIGHT INC | |||||||
| PO BOX 339 | FORT MYERS | FL | 33902 | 650118122 | 501(C) | $6,000 | SPEC PRGM |
| EDUCATION FOUNDATION OF COLLIER CTY | |||||||
| 3606 ENTERPRISE AVE STE 150 | NAPLES | FL | 34104 | 650230582 | 501(C) | $5,754 | SPEC PRGM |
| FISH OF SANIBEL-CAPTIVA INC | |||||||
| 2430-B PERIWINKLE WAY | SANIBEL | FL | 33957 | 208892375 | 501(C) | $25,750 | SPEC PRGM |
| FAMILY HEALTH CENTERS SW FL | |||||||
| PO BOX 1357 | FORT MYERS | FL | 33902 | 591741273 | 501(C) | $20,000 | SPEC PRGM |
| FAMILY INITIATIVE INCORPORATED | |||||||
| 1242 SW PINE ISLAND ROAD | CAPE CORAL | FL | 33991 | 461528487 | 501(C) | $25,000 | SPEC PRGM |
| FLORIDA ARTS INC | |||||||
| 2301 FIRST STREET | FORT MYERS | FL | 33901 | 311536036 | 501(C) | $16,000 | SPEC PRGM |
| FLORIDA GULF COAST UNIVERSITY FD | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | $33,553 | GEN OP / SPEC PRGM |
| FLORIDA LIONS CONKLIN CENTER FOR TH | |||||||
| 405 WHITE ST | DAYTONA BEACH | FL | 32114 | 237377066 | 501(C) | $5,920 | GEN OP SUPPORT |
| FLORIDA REPERTORY THEATRE | |||||||
| P O BOX 2483 | FORT MYERS | FL | 33902 | 650827621 | 501(C) | $16,000 | SPEC PRGM |
| FORT MYERS COMMUNITY CONCERT ASSOC | |||||||
| PO BOX 606 | FORT MYERS | FL | 33902 | 591739068 | 501(C) | $12,558 | GEN OP SUPPORT |
| FRIENDS OF KORESHAN STATE HISTORIC | |||||||
| 3800 CORKSCREW ROAD | ESTERO | FL | 33928 | 650054259 | 501(C) | $8,000 | SPEC PRGM |
| FRIENDS OF LAKE PARK REG LIBRARY | |||||||
| 15290 BASS RD | FORT MYERS | FL | 33919 | 650145488 | 501(C) | $8,000 | SPEC PRGM |
| GLADES COUNTY BOARD OF COMMISSIONER | |||||||
| PO BOX 10 | MOORE HAVEN | FL | 33471 | GOV | $50,000 | SPEC PRGM | |
| GLADES COUNTY EDUCATION FOUNDATION | |||||||
| PO BOX 443 | MOORE HAVEN | FL | 33471 | 463728223 | 501(C) | $15,000 | SPEC PRGM |
| GLADIOLUS LEARNING & DEVEL CNTR | |||||||
| 10320 GLADIOLUS DR | FORT MYERS | FL | 33908 | 237378076 | 501(C) | $14,741 | GEN OP SUPPORT |
| GOOD WHEELS | |||||||
| 10075 BAVARIA RD SE | FORT MYERS | FL | 33913 | 650192741 | 501(C) | $13,000 | SPEC PRGM |
| GOODWILL INDUSTRIES OF SOUTHWEST FL | |||||||
| 4940 BAYLINE DR | NORTH FORT MYERS | FL | 33917 | 596196141 | 501(C) | $102,060 | SPEC PRGM |
| GUADALUPE CENTER INC | |||||||
| 505 HOPE CIRCLE | IMMOKALEE | FL | 34142 | 592617151 | 501(C) | $12,731 | GEN OP SUPPORT |
| GULF COAST HUMANE SOCIETY INC | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | 590806978 | 501(C) | $65,972 | GEN OP / SPEC PRGM |
| GULF COAST SYMPHONY | |||||||
| P O BOX 60878 | FORT MYERS | FL | 33906 | 650666748 | 501(C) | $51,175 | GEN OP / SPEC PRGM |
| GULFSHORE OPERA INC | |||||||
| 3281 GOLDEN GATE BLVD W | NAPLES | FL | 34120 | 470989874 | 501(C) | $20,100 | GEN OP / SPEC PRGM |
| HABITAT FOR HUMANITY OF LEE COUNTY | |||||||
| 1288 NORTH TAMIAMI TRAIL | NORTH FORT MYERS | FL | 33903 | 592236174 | 501(C) | $95,622 | GEN OP / SPEC PRGM |
| HANDS UP CHARITY | |||||||
| 3017 SW 2ND PLACE | CAPE CORAL | FL | 33914 | 264133295 | 501(C) | $9,000 | SPEC PRGM |
| HAPPEHATCHEE CENTER INC | |||||||
| PO BOX 345 | ESTERO | FL | 33928 | 208034294 | 501(C) | $22,676 | SPEC PRGM |
| HARRY CHAPIN FOOD BANK OF SW FLORID | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | 592332120 | 501(C) | $134,900 | GEN OP / SPEC PRGM |
| HEIGHTS FOUNDATION INC | |||||||
| 15570 HAGIE DR | FORT MYERS | FL | 33908 | 651003872 | 501(C) | $49,780 | GEN OP / SPEC PRGM |
| HENDRY COUNTY ECONOMIC DEV | |||||||
| PO BOX 2518 | LABELLE | FL | 33975 | 650783834 | 501(C) | $15,000 | SPEC PRGM |
| HOPE CLUBHOUSE OF SW FL | |||||||
| 3602 BROADWAY AVE | FORT MYERS | FL | 33901 | 300437443 | 501(C) | $94,574 | GEN OP / SPEC PRGM |
| HOPE HOSPICE | |||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | 501(C) | $5,478 | GEN OP SUPPORT |
| HUMAN TRAFFICKING AWARENESS PTNSHP | |||||||
| PO BOX 1113 | SANIBEL | FL | 33957 | 300370679 | 501(C) | $25,000 | SPEC PRGM |
| I WILL MENTORSHIP FOUNDATION | |||||||
| PO BOX 2362 | FORT MYERS | FL | 33912 | 473761436 | 501(C) | $23,790 | SPEC PRGM |
| LABELLE HIGH SCHOOL | |||||||
| 4050 EAST COWBOY WAY | LABELLE | FL | 33935 | GOV | $18,000 | SPEC PRGM | |
| LEE COUNTY ALLIANCE FOR THE ARTS | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 510182649 | 501(C) | $111,619 | GEN OP / SPEC PRGM |
| LEE COUNTY DOMESTIC ANIMAL SVCS | |||||||
| 5600 BANNER DRIVE | FORT MYERS | FL | 33912 | GOV | $19,461 | GEN OP SUPPORT | |
| LEE COUNTY PARKS & REC | |||||||
| 3410 PALM BEACH BLVD | FORT MYERS | FL | 33916 | 591773738 | 501(C) | $8,000 | SPEC PRGM |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATI | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | 650645343 | 501(C) | $39,792 | GEN OP / SPEC PRGM |
| LEGAL AID SERVICES OF COLLIER CO | |||||||
| 4436 TAMIAMI TRAIL EAST | NAPLES | FL | 34112 | 591547191 | 501(C) | $20,000 | SPEC PRGM |
| LEHIGH COMMUNITY SERVICE INC | |||||||
| 201 PLAZA DR SUITE 103 | LEHIGH ACRES | FL | 33936 | 591773738 | 501(C) | $62,707 | GEN OP SUPPORT |
| LIBERTY YOUTH RANCH | |||||||
| PO BOX 110718 | NAPLES | FL | 34108 | 383674666 | 501(C) | $10,000 | GEN OP SUPPORT |
| LIGHTHOUSE OF SWFL INC | |||||||
| 35 W MARIANA AVE | NORT FORT MYERS | FL | 33903 | 591665257 | 501(C) | $23,009 | SPEC PRGM |
| MARANATHA BIBLE & MISSIONARY CONF | |||||||
| 4759 LAKE HARBOR RD | MUSKEGON | MI | 49441 | 381558540 | 501(C) | $20,000 | SPEC PRGM |
| MASSACHUSETTS GENERAL HOSP | |||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | 041564655 | 501(C) | $20,000 | SPEC PRGM |
| MUSEUM OF NEW JERSEY MARITIME HIST | |||||||
| 528 DOCK RD | BEACH HAVEN | NJ | 08008 | 760730192 | 501(C) | $6,500 | GEN OP SUPPORT |
| NAMI OF COLLIER COUNTY INC | |||||||
| 6216 TRAIL BLVD BLDG C | NAPLES | FL | 34108 | 650047747 | 501(C) | $6,139 | GEN OP SUPPORT |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 650511429 | 501(C) | $22,500 | SPEC PRGM |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 1501 NORTHWEST NINTH AVE | MIAMI | FL | 33136 | 590968031 | 501(C) | $33,220 | GEN OP SUPPORT |
| NATIONAL ASSOCIATION OF CHARITIES | |||||||
| PO BOX 1060 | FORT MYERS | FL | 33902 | 591840066 | 501(C) | $11,811 | GEN OP SUPPORT |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||||
| PO BOX 111833 | NAPLES | FL | 34108 | 113678086 | 501(C) | $17,000 | GEN OP / SPEC PRGM |
| NEW MISSION SYSTEMS INTL | |||||||
| PO BOX 547 | FORT MYERS | FL | 33902 | 954338997 | 501(C) | $42,200 | SPEC PRGM |
| NEXT LEVEL CHURCH | |||||||
| 12400 PLANTATION ROAD | FORT MYERS | FL | 33966 | 010627010 | 501(C) | $8,512 | SPEC PRGM |
| OCTAGON SEQUENCE OF EIGHT INC | |||||||
| 41660 HORSESHOE ROAD | PUNTA GORDA | FL | 33982 | 592298305 | 501(C) | $10,043 | GEN OP SUPPORT |
| OUR MOTHERS HOME OF SW FL | |||||||
| 1801 S TAMIAMI TRAIL | FORT MYERS | FL | 33908 | 650510103 | 501(C) | $10,500 | GEN OP SUPPORT |
| QUALITY OF LIFE CENTER OF SWFL | |||||||
| PO BOX 1290 | FORT MYERS | FL | 33901 | 650321309 | 501(C) | $22,764 | GEN OP SUPPORT |
| REDLANDS CHRISTIAN MIGRATION ASSOC | |||||||
| 402 W MAIN STREET | IMMOKALEE | FL | 34142 | 591221966 | 501(C) | $35,000 | SPEC PRGM |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C) | $7,000 | GEN OP SUPPORT |
| SANIBEL COMMUNITY ASSOC | |||||||
| 2173 PERIWINKLE WAY | SANIEL | FL | 33957 | 591060466 | 501(C) | $6,000 | SPEC PRGM |
| SANIBEL COMMUNITY CHURCH | |||||||
| 1740 PERIWINKLE WAY | SANIBEL | FL | 33957 | 501(C) | $168,363 | GEN OP / SPEC PRGM | |
| SANIBEL SEA SCHOOL INC | |||||||
| PO BOX 1229 | SANIBEL | FL | 33957 | 203684133 | 501(C) | $6,000 | SPEC PRGM |
| SHELL POINT VILLAGE RETIRE COMM | |||||||
| 15000 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C) | $10,385 | GEN OP SUPPORT |
| SHEPHERD OF THE HILLS CHRISTIAN | |||||||
| 6009 W COURTYARD DRIVE | AUSTIN | TX | 78730 | 742337608 | 501(C) | $9,500 | SPEC PRGM |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 12502 PINE DRIVE | TAMPA | FL | 33612 | 042121377 | 501(C) | $6,140 | GEN OP SUPPORT |
| SOUTHWEST FLORIDA ATTRACTIONS ASSOC | |||||||
| PO BOX 60702 | FORT MYERS | FL | 33906 | 650618123 | 501(C) | $16,500 | SPEC PRGM |
| SOUTHWEST FLORIDA SYMPHONY | |||||||
| 12651 MCGREGOR BLVD UNIT 4-403 | FORT MYERS | FL | 33919 | 591350404 | 501(C) | $39,467 | GEN OP SUPPORT |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 2635 CLEVELAND AVENUE | FORT MYERS | FL | 33901 | 501(C) | $10,053 | GEN OP SUPPORT | |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | 651110501 | 501(C) | $20,000 | SPEC PRGM |
| STEVE RUMMLER HOP FOUNDATION | |||||||
| PO BOX 24773 | MINNEAPOLIS | MN | 55424 | 452903444 | 501(C) | $26,000 | GEN OP SUPPORT |
| SWFL COUNCIL INC BOY SCOUTS OF A | |||||||
| 1801 BOY SCOUT DR | FORT MYERS | FL | 33907 | 591150488 | 501(C) | $35,408 | SPEC PRGM |
| TEMPLE BETH - EL OF FORT MYERS | |||||||
| 16225 WINKLER RD | FORT MYERS | FL | 33908 | 591097143 | 501(C) | $6,950 | GEN OP / SPEC PRGM |
| THE COMMUNITY FD OF WEST NC | |||||||
| 4 VANDERBILT PARK DR | ASHEVILLE | NC | 28803 | 501(C) | $10,000 | SPEC PRGM | |
| THE FOUNDATION FOR LEE CTY PUBLIC | |||||||
| P O BOX 1608 | FORT MYERS | FL | 33902 | 592637849 | 501(C) | $8,823 | GEN OP SUPPORT |
| THE FD OF THE PENNSYLVANIA MED SOC | |||||||
| 777 EAST PARK DRIVE | HARRISBURG | PA | 17105 | 231511600 | 501(C) | $20,000 | SPEC PRGM |
| THE FREEDOM AND VIRTUE INST | |||||||
| PO BOX 1320 | FORT MYERS | FL | 33902 | 202927564 | 501(C) | $7,000 | GEN OP SUPPORT |
| THE IMAGINARIUM GROUP INC | |||||||
| 2000 CRANFORD AVE | FORT MYERS | FL | 33916 | 650226894 | 501(C) | $10,000 | SPEC PRGM |
| THE IMMOKALEE FOUNDATION | |||||||
| 3690 RADIO ROAD | NAPLES | FL | 34104 | 650315664 | 501(C) | $15,000 | SPEC PRGM |
| THE LABORATORY THEATER OF FL | |||||||
| PO BOX 344 | FORT MYERS | FL | 33902 | 270526903 | 501(C) | $11,000 | GEN OP / SPEC PRGM |
| THE LEGACY FOUNDATION SHELL POINT | |||||||
| 15010 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C) | $27,776 | GEN OP / SPEC PRGM |
| THE MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON RD | MEADOWBROOK | PA | 19046 | 231352659 | 501(C) | $6,000 | SPEC PRGM |
| THE MUSIC FD OF SW FL | |||||||
| 13300-56 S CLEVELAND AVE | FORT MYERS | FL | 33907 | 650264107 | 501(C) | $9,145 | GEN OP / SPEC PRGM |
| THE SALVATION ARMY OF LEE HENDRY | |||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 580660607 | 501(C) | $26,890 | GEN OP / SPEC PRGM |
| THE WHALE CENTER OF NEW ENGLAND | |||||||
| 24 HARBOR LOOP | GLOUCESTER | MA | 01930 | 043047776 | 501(C) | $10,000 | GEN OP SUPPORT |
| THEATRE CONSPIRACY | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 650569413 | 501(C) | $10,200 | GEN OP / SPEC PRGM |
| UNCOMMON FRIENDS FOUNDATION | |||||||
| PO BOX 811 | FORT MYERS | FL | 33902 | 650490124 | 501(C) | $16,168 | GEN OP / SPEC PRGM |
| UNITED WAY OF LEE HENDRY & GLA | |||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | 591005169 | 501(C) | $144,815 | GEN OP / SPEC PRGM |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 114025 | GAINSEVILLE | FL | 32611 | 501(C) | $29,800 | SPEC PRGM | |
| VALERIES HOUSE INC | |||||||
| PO BOX 1955 | FORT MYERS | FL | 33902 | 473701240 | 501(C) | $31,958 | GEN OP / SPEC PRGM |
| WGCU | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | $5,200 | GEN OP / SPEC PRGM |
| YOUNG ARTISTS AWARD INC | |||||||
| PO BOX 152149 | CAPE CORAL | FL | 33915 | 571231237 | 501(C) | $6,044 | SPEC PRGM |
| YOUTH HAVEN INC | |||||||
| 5867 WHITAKER RD | FORT MYERS | FL | 33965 | 237065187 | 501(C) | $15,000 | SPEC PRGM |
| YWCA OF GREATER CINCINNATI INC | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45273 | 310537518 | 501(C) | $6,000 | GEN OP / SPEC PRGM |
| ZION LUTHERAN CHURCH | |||||||
| 7401 WINKLER RD | FORT MYERS | FL | 33919 | 501(C) | $10,000 | GEN OP SUPPORT | |
| MISC GRANTS 5000 AND UNDER | |||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 501(C) | $296,546 | GEN OP / SPEC PRGM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 313 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ACADEMIC SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 137 | RecipientCnt |
| Cash Grant | $707,237 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | EACH NONPROFIT AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT A FINAL GRANT EVALUATION REPORT FORM THAT OUTLINES WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDES A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORT IS INCLUDED IN THE GRANT AWARD LETTER AND IS USUALLY 13 MONTHS AFTER THE GRANT IS AWARDED, AS GRANTS ARE AWARDED FOR ONE YEAR. WE ALSO MONITOR 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 OR PURPOSES DESCRIBED IN THE PROPOSAL THE GRANTEE ORGANIZATION SUBMITTED TO THE COMMUNITY FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | $205,000 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $25,650 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $7,767 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $238,417 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,396,806 | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | ORGANIZATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. THE MOST SIGNIFICANT ACTIVITIES INCLUDE CONVENING AND FACILITATING DIVERSE NETWORKS OF REGIONAL STAKEHOLDERS (PHILANTHROPY, BUSINESS, NON PROFIT, EDUCATION, GOVERNMENT) WHO TOGETHER 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. THE FOUNDATION WORKS WITH ALL KINDS OF DONORS INTERESTED IN PHILANTHROPIC GIVING WITH AN EYE ON SUSTAINABLE GIVING THROUGH ENDOWED FUNDS OR CURRENT FUNDS AIMED AT CREATING A STRONGER COMMUNITY AND BETTER QUALITY OF LIFE FOR EVERYONE. |
| FORM 990, PAGE 2, PART III, LINE 4C | IS A COLLECTIVE IMPACT INITIATIVE THAT HAS A GOAL TO INCREASE THE NUMBER OF COLLEGE DEGREES, CERTIFICATES AND OTHER HIGH-QUALITY CREDENTIALS FROM 27 TO 40 PERCENT BY 2025 THROUGHOUT CHARLOTTE, COLLIER, GLADES, HENDRY AND LEE COUNTIES. THE COALITION IS COMMITTED TO CREATING A CRADLE-TO-CAREER PATHWAY TO ENSURE SUCCESS FOR TRADITIONAL STUDENTS AND ADULT LEARNERS. THE FLORIDA FELLOWS INITIATIVE IS A PARTNERSHIP WITH THE UNIVERSITY OF FLORIDA'S COLLEGE OF JOURNALISM AND COMMUNICATIONS. THE FLORIDA FELLOWS ARE ASSIGNED TO ONE OF THE NONPROFIT ORGANIZATIONS FUNDED THROUGH THE FOUNDATION'S ANNUAL COMMUNITY IMPACT GRANTS. THE FELLOWS WILL ASSIST THE NONPROFIT LEADERSHIP IN DEVELOPING MESSAGING AND STORIES OF THOSE WHO ARE BENEFITING FROM THE GRANT. FAMILY LITERACY YES (FLY) IS A BARBARA BUSH FOUNDATION FAMILY LITERACY PROGRAM COLLABORATIVELY IMPLEMENTED BY THE QUALITY OF LIFE CENTER AND THE DUNBAR COMMUNITY SCHOOL SUPPORTED BY THE FOUNDATION. IT SERVES LOW INCOME FAMILIES BY SUBSIDIZING THE COST OF EARLY CHILDHOOD EDUCATION FOR THEIR CHILDREN AGES 3-5 AND THE COST FOR PARENTS ATTENDING ENGLISH LANGUAGE OR GED COURSES. FLY ALSO INCLUDES TEACHER-FACILITATED INTERGENERATIONAL LEARNING TIME TO SUPPORT PARENTS IN BECOMING THEIR CHILDREN'S FIRST TEACHERS IN READING AND TO PROVIDE SPACE FOR PARENTS AND CHILDREN TO READ AND LEARN TOGETHER. |
| FORM 990, PAGE 2, PART III, LINE 4D | (A) NON-PROFIT CAPACITY-BUILDING AND PARTNERSHIPS, INCLUDING THE YEAR-LONG COMMUNITY IMPACT GRANT TRIBES; (B) EDUCATIONAL PROGRAMS FOR COMMUNITY STAKEHOLDERS, INCLUDING DONORS AND PROFESSIONAL ADVISORS; (C) IMPLEMENTATION OF A COMMUNITY SUSTAINABILITY PLAN ESTABLISHED FOR LEE COUNTY; (D) COMMUNITY LEADERSHIP AND CONVENER SERVICES; (E) PUBLIC-PRIVATE PARTNERSHIPS; (F) ESTABLISHMENT OF SATELLITE OFFICES THROUGHOUT THE REGION; (G) PROMOTE COMMUNITY AWARENESS AROUND TRANSPORTATION, COMMUNITY DESIGN, AND ACCESS TO SERVICES; (H) SUPPORT PROGRAMS TO CONNECT YOUNG PROFESSIONALS TO THE COMMUNITY; (I) RAISE AWARENESS AND HIGHLIGHT BEST PRACTICES OF PARTNER ORGANIZATIONS; AND (J) ART EXHIBITION |
| FORM 990, PAGE 6, PART VI, LINE 11B | AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.FLORIDACOMMUNITY.COM AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR. |
| FORM 990, PART XI, LINE 9 | PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 3,382,828 IN KIND CONTRIBUTIONS 58,635 UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -67,829 AGENCY FUND CONTRIBUTIONS -5,600 ALLOCATED TO PARTNER SUPPORT -338,632 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 9,129 AGENCY FUND GRANTS 105,706 ALLOCATED TO PARTNER SUPPORT 338,632 TOTAL 3,482,869 |
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 | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274342648 | INACTIVE | FL | NA | |
| COMMUNITY FD OF SANIBEL-CAPTIVA LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274343844 | INACTIVE | FL | NA | |
| WOMENS LEGACY FUND LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274967919 | INACTIVE | FL | NA | |
| WOMENS LEGACY FUND OF SWFL LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274968412 | INACTIVE | FL | NA | |
| GOOD NEIGHBOR COMM FD OF SANIBEL- | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274343158 | INACTIVE | FL | NA | CAPTIVA LLC |
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