2016-11-14T09:04:17-06:00 2016-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191049 990 2015-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 RONALD E PENN CFO 2392745900 2016-10-25 true PATTI R HARDIN P00371840 2399392233 2016-10-31 2015 2017-02-10 21:41:12Z RONALD E PENN 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 10735310 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL 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. 25 25 20 150 0 11175128 3930741 0 1269832 1412345 162274 5026 12607234 5348112 3371441 4228564 0 1023848 1129545 0 339497 1207661 1373885 5602950 6731994 7004284 -1383882 93533090 94165734 5261166 5367424 88271924 88798310 X 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. false false 2707343 2547317 2687002 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. 628098 361388 522236 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.) 1102198 702132 574570 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. 1124477 617726 146933 (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 1124477 617726 146933 5562116 true true false false false true false true false true true false false true true true true false 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 false false false false true 46 0 true 20 true false false false false false true true false false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true true false FL X X X RONALD E PENN 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 SARAH OWEN PRESIDENT / 50.00 X X 205000 0 33417 GUY WHITESMAN CHAIR 3.00 X X 0 0 0 DR LARRY A HOBBS VICE CHAIR 3.00 X X 0 0 0 SANDY ROBINSON SEC/TREAS 3.00 X X 0 0 0 JOSEPH MAZURKIEWICZ JR 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 PATRICIA K DOBBINS TRUSTEE 3.00 X 0 0 0 KEVIN L ERWIN TRUSTEE 3.00 X 0 0 0 CRAIG FOLK TRUSTEE 3.00 X 0 0 0 JOHN F GAMBA JR 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 HON ARCHIE B HAYWARD JR TRUSTEE 3.00 X 0 0 0 CHRISTOPHER HILL TRUSTEE 3.00 X 0 0 0 LI-SU JAVEDAN TRUSTEE 3.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 3.00 X 0 0 0 HOWARD L LELAND TRUSTEE 3.00 X 0 0 0 ALAN MANDEL TRUSTEE 3.00 X 0 0 0 DARREN ROBERTSHAW TRUSTEE 3.00 X 0 0 0 ROBBIE B ROEPSTORFF TRUSTEE 3.00 X 0 0 0 GAY THOMPSON TRUSTEE 3.00 X 0 0 0 KARSON TURNER 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 RONALD E PENN CFO 50.00 X 116387 0 9380 321387 42797 2 false true false DAVID FLEMMING 3778 HANOVER STREET FORT MYERS FL 33901 STRAT PLAN/PRGM 120000 1 3930741 1406806 3930741 822960 822960 5976583 5387198 589385 589385 589385 MISCELLANEOUS INCOME 5026 5026 5026 5348112 5026 1412345 3521327 3521327 707237 707237 375576 166568 144372 64636 600560 267855 232809 99896 13583 6025 5222 2336 71856 31874 27626 12356 67970 30801 25477 11692 10364 5014 5350 35700 15835 13724 6141 200202 88799 76966 34437 276657 220230 32427 24000 41021 40549 472 88729 44314 38786 5629 176927 99251 58974 18702 110102 53009 39444 17649 19362 4542 12239 2581 45295 8869 31218 5208 63455 28145 24395 10915 26406 11712 10152 4542 PROJECTS 168765 168765 DUES & SUBSCRIPTIONS 41376 6675 33411 1290 PRINTING AND PUBLICATION 29096 28762 334 RELATIONSHIPS 25507 10065 3527 11915 14921 907 13792 222 6731994 5562116 830381 339497 437822 428287 41320 16961 318657 226457 113577 92200 70647535 68270062 22292836 25358224 93533090 94165734 46366 57815 521800 886819 4693000 4422790 5261166 5367424 X 67945529 65331850 18981270 22156335 1345125 1310125 88271924 88798310 93533090 94165734 -1383882 -1572601 3482869 X false true X true false X 5166046 4545963 8235847 6702288 3930741 28580885 5166046 4545963 8235847 6702288 3930741 28580885 9232438 19348447 1030064 1158482 3048029 1140339 822960 7199874 35780759 5026 0.54080 0.52520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107 293 2434703 1554673 1755950 2472613 12811364 55766008 true true 24138 X X ARTIST RECOGNITION PROG false 59613288 4186373 -218618 3972655 1256938 58351450 51133580 11215653 1207554 2911505 1031995 59613288 42077341 4974870 6989989 1976568 932051 51133580 37948917 2813247 4581267 2433680 832410 42077341 36751971 3526875 622679 2188320 764288 37948917 0.97750 0.02250 false false 81833 36595 45238 212686 189862 22824 24138 24138 92200 DEFERRED GIFTS REC - CRTS / CLTS 21617254 DEFERRED GIFTS REC - CGAS 1902291 CONTRIBUTIONS RECEIVABLE 1674222 LIFE INSURANCE - REMAINDER INTEREST 144885 OTHER ASSETS 19572 25358224 FUNDS HELD AS AGENCY ACCOUNTS 2910657 ANNUITY OBLIGATIONS 1341210 FUNDS RESTRICTED FOR PROGRAMS 170923 4422790 X 6804913 -1572601 3441463 1868862 4936051 412061 412061 5348112 6278527 6278527 453467 453467 6731994 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 true 4KIDS OF SOUTHWEST FLORIDA INC 2717 WEST CYPRESS CREEK ROAD FORT LAUDERDALE FL 33309 611416525 501(C) 7000 GEN OP SUPPORT ABUSE COUNSELING & TREATMENT INC PO BOX 60401 FORT MYERS FL 33906 591864735 501(C) 62000 GEN OP / SPEC PRGM ALLIANCE DEFENDING FREEDOM 15100 N 9TH STREET SCOTTSDALE AZ 85260 541660459 501(C) 50000 GEN OP SUPPORT ALZHEIMER'S ASSOCIATION - FL GULF 9220 BONITA BEACH ROAD 223 BONITA SPRINGS FL 34135 133039601 501(C) 25100 GEN OP / SPEC PRGM AMI KIDS SOUTHWEST FLORIDA INC 1190 MAIN STREET FORT MYERS BEACH FL 33931 593052865 501(C) 50000 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33440 501(C) 30000 SPEC PRGM CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 25002 GEN OP / SPEC PRGM COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 10385 GEN OP SUPPORT COMMUNITY COOPERATIVE MINISTRIES I P O BOX 2143 FORT MYERS FL 33902 592602772 501(C) 30847 GEN OP SUPPORT COMMUNITY HAVEN FOR ADULTS & CHILD 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C) 100000 GEN OP SUPPORT COMPASSION INTERNATIONAL INC 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 362423707 501(C) 7000 GEN OP SUPPORT COVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C) 8472 GEN OP SUPPORT DAVID LAWRENECE CENTER 6075 BATHEY LANE NAPLES FL 34116 592206025 501(C) 8000 SPEC PRGM DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL FL 33957 592240895 501(C) 16000 SPEC PRGM DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS FL 33906 501(C) 10000 SPEC PRGM DOCTORS WITHOUT BORDERS USA INC 333 7TH AVE NEW 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MYERS FL 33902 591840066 501(C) 11811 GEN OP SUPPORT NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501(C) 17000 GEN OP / SPEC PRGM NEW MISSION SYSTEMS INTL PO BOX 547 FORT MYERS FL 33902 954338997 501(C) 42200 SPEC PRGM NEXT LEVEL CHURCH 12400 PLANTATION ROAD FORT MYERS FL 33966 010627010 501(C) 8512 SPEC PRGM OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 10043 GEN OP SUPPORT OUR MOTHERS HOME OF SW FL 1801 S TAMIAMI TRAIL FORT MYERS FL 33908 650510103 501(C) 10500 GEN OP SUPPORT QUALITY OF LIFE CENTER OF SWFL PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 22764 GEN OP SUPPORT REDLANDS CHRISTIAN MIGRATION ASSOC 402 W MAIN STREET IMMOKALEE FL 34142 591221966 501(C) 35000 SPEC PRGM SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C) 7000 GEN OP SUPPORT SANIBEL COMMUNITY ASSOC 2173 PERIWINKLE WAY SANIEL FL 33957 591060466 501(C) 6000 SPEC PRGM SANIBEL COMMUNITY CHURCH 1740 PERIWINKLE WAY SANIBEL FL 33957 501(C) 168363 GEN OP / SPEC PRGM SANIBEL SEA SCHOOL INC PO BOX 1229 SANIBEL FL 33957 203684133 501(C) 6000 SPEC PRGM SHELL POINT VILLAGE RETIRE COMM 15000 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501(C) 10385 GEN OP SUPPORT SHEPHERD OF THE HILLS CHRISTIAN 6009 W COURTYARD DRIVE AUSTIN TX 78730 742337608 501(C) 9500 SPEC PRGM SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 042121377 501(C) 6140 GEN OP SUPPORT SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501(C) 16500 SPEC PRGM SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501(C) 39467 GEN OP SUPPORT ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 501(C) 10053 GEN OP SUPPORT ST MATTHEWS HOUSE 2001 AIRPORT RD S NAPLES FL 34112 651110501 501(C) 20000 SPEC PRGM STEVE RUMMLER HOP FOUNDATION PO BOX 24773 MINNEAPOLIS MN 55424 452903444 501(C) 26000 GEN OP SUPPORT SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 35408 SPEC PRGM TEMPLE BETH - EL OF FORT MYERS 16225 WINKLER RD FORT MYERS FL 33908 591097143 501(C) 6950 GEN OP / SPEC PRGM THE COMMUNITY FD OF WEST NC 4 VANDERBILT PARK DR ASHEVILLE NC 28803 501(C) 10000 SPEC PRGM THE FOUNDATION FOR LEE CTY PUBLIC P O BOX 1608 FORT MYERS FL 33902 592637849 501(C) 8823 GEN OP SUPPORT THE FD OF THE PENNSYLVANIA MED SOC 777 EAST PARK DRIVE HARRISBURG PA 17105 231511600 501(C) 20000 SPEC PRGM THE FREEDOM AND VIRTUE INST PO BOX 1320 FORT MYERS FL 33902 202927564 501(C) 7000 GEN OP SUPPORT THE IMAGINARIUM GROUP INC 2000 CRANFORD AVE FORT MYERS FL 33916 650226894 501(C) 10000 SPEC PRGM THE IMMOKALEE FOUNDATION 3690 RADIO ROAD NAPLES FL 34104 650315664 501(C) 15000 SPEC PRGM THE LABORATORY THEATER OF FL PO BOX 344 FORT MYERS FL 33902 270526903 501(C) 11000 GEN OP / SPEC PRGM THE LEGACY FOUNDATION SHELL POINT 15010 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501(C) 27776 GEN OP / SPEC PRGM THE MEADOWBROOK SCHOOL 1641 HAMPTON RD MEADOWBROOK PA 19046 231352659 501(C) 6000 SPEC PRGM THE MUSIC FD OF SW FL 13300-56 S CLEVELAND AVE FORT MYERS FL 33907 650264107 501(C) 9145 GEN OP / SPEC PRGM THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 26890 GEN OP / SPEC PRGM THE WHALE CENTER OF NEW ENGLAND 24 HARBOR LOOP GLOUCESTER MA 01930 043047776 501(C) 10000 GEN OP SUPPORT THEATRE CONSPIRACY 10091 MCGREGOR BLVD FORT MYERS FL 33901 650569413 501(C) 10200 GEN OP / SPEC PRGM UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 16168 GEN OP / SPEC PRGM UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 144815 GEN OP / SPEC PRGM UNIVERSITY OF FLORIDA PO BOX 114025 GAINSEVILLE FL 32611 501(C) 29800 SPEC PRGM VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 31958 GEN OP / SPEC PRGM WGCU 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 5200 GEN OP / SPEC PRGM YOUNG ARTISTS AWARD INC PO BOX 152149 CAPE CORAL FL 33915 571231237 501(C) 6044 SPEC PRGM YOUTH HAVEN INC 5867 WHITAKER RD FORT MYERS FL 33965 237065187 501(C) 15000 SPEC PRGM YWCA OF GREATER CINCINNATI INC 898 WALNUT STREET CINCINNATI OH 45273 310537518 501(C) 6000 GEN OP / SPEC PRGM ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 501(C) 10000 GEN OP SUPPORT MISC GRANTS 5000 AND UNDER 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 501(C) 296546 GEN OP / SPEC PRGM 313 ACADEMIC SCHOLARSHIPS 137 707237 SCHEDULE I, PAGE 1, PART I, LINE 2 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. X true true X X X X false false false false false false false false false SARAH OWEN PRESIDENT / CEO 205000 25650 7767 238417 X 1 10000 COMPARABLE SALES X 56 1396806 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 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 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- CAPTIVA LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 274343158 INACTIVE FL NA