2015-10-12T13:31:05-05:00 2015-06-30 593041038 DAVID R RAMOS CPA 4215 OLD ROAD 37 LAKELAND FL 33813 990 2014-07-01 593649871 GIVEWELL COMMUNITY FOUNDATION INC GIVE 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 TERRY SIMMERS CEO 8636833131 2015-10-08 true DAVID R RAMOS P00372273 8637017885 2015-10-12 X 2014 2016-02-25 16:41:14Z TERRY SIMMERS 1501 S FLORIDA AVENUE LAKELAND FL 33803 20555510 false X CFGL.ORG X 2000 FL WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. 22 22 7 65 0 18912680 17645432 0 4661891 3330961 235708 -658900 23810279 20317493 9946379 11656714 0 417983 455424 0 0 192976 636006 10557338 12748144 13252941 7569349 129506437 137816478 6123870 7375070 123382567 130441408 X WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. false false 11799634 11656714 THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF POLK COUNTY. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE THE COMMUNITY AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR COMMUNITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH POLK COUNTY IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. 113871 WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. 113871 11913505 true true false false false true false false false true true false false false true false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 1 0 7 true false false false false false true true false false false false false false false X 22 22 false false false false false false false true true false false true true true false true true true false false X X TERRY SIMMERS 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 BRENDA CRAFT DIRECTOR 1.00 X 0 0 0 SARAH MCKAY DIRECTOR 1.00 X 0 0 0 LYLE PHILIPSON DIRECTOR 1.00 X 0 0 0 JOHN VREELAND DIRECTOR 1.00 X 0 0 0 BONNIE PARKER DIRECTOR 1.00 X 0 0 0 BARNEY BARNETT EXEC COMMITT 1.00 X 0 0 0 PATRICK FAGAN DIRECTOR 1.00 X 0 0 0 ED GROSSMAN DIRECTOR 1.00 X 0 0 0 RICK STEPHENS DIRECTOR 1.00 X 0 0 0 JAMES E CHAFFIN DIRECTOR 1.00 X 0 0 0 JEFFREY COX SR DIRECTOR 1.00 X 0 0 0 CAROL SHIRA DIRECTOR 1.00 X 0 0 0 TIM PUTNAM JR DIRECTOR 1.00 X 0 0 0 GARY PRICE DIRECTOR 1.00 X 0 0 0 BILL DORMAN DIRECTOR 1.00 X 0 0 0 LINDA RICH DIRECTOR 1.00 X 0 0 0 TERRY SIMMERS PRESIDENT/CE 40.00 X 89970 0 0 BRUCE ABELS IMMEDIATE PA 1.00 X 0 0 0 LAURA HAWLEY SECRETARY 1.00 X 0 0 0 WALKER WILKERSON TREASURER 1.00 X 0 0 0 CLAYTON HOLLIS CHAIRMAN 1.00 X 0 0 0 SUZANNE MORACO VICE CHAIRMA 1.00 X 0 0 0 89970 false false false 17645432 9528761 17645432 3330961 3330961 737097 238017 499080 CONTR APPLIC TO AGENCY FUNDS -1157980 -1157980 -1157980 20317493 2172981 11656714 11656714 93392 84053 9339 308099 110368 197731 18819 7528 11291 4575 1282 3293 30539 14659 15880 15599 15599 415670 415670 46529 29818 16711 36175 2938 33237 20805 1040 19765 23515 23515 4943 4943 20019 2002 18017 8752 8752 DUES & SUBSCRIPTIONS 24376 24376 MISCELLANEOUS 11050 3103 7947 MEETINGS 7975 7975 TAXES & LICENSES 598 598 12748144 11913505 834639 0 8952150 8616393 5534973 5715113 25290 36098 959422 146048 818285 813374 114158786 122615638 16953 19862 129506437 137816478 194 1720 6123676 7373350 6123870 7375070 X 117847594 124726295 5534973 5715113 123382567 130441408 129506437 137816478 7569349 -510508 X false false X 22186608 14614733 18402921 18912680 16487452 90604394 22186608 14614733 18402921 18912680 16487452 90604394 61148255 29456139 11055653 -2277848 8346388 13938102 3330961 34393256 124997650 2910078 0.23570 0.21150 X THE GIVEWELL COMMUNITY FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES." WE STRIVE TO MAINTAIN A PUBLIC SUPPORT TEST ABOVE 33 1/3 ONCE AGAIN. IN 1997, 18 RESIDENTS WHO CARED ABOUT SHAPING THEIR CITY'S FUTURE ESTABLISHED THE COMMUNITY FOUNDATION OF GREATER LAKELAND. FOUR YEARS LATER,COMMUNITY-MINDED CITIZENS OF WINTER HAVEN PARTNERED WITH THE LAKELAND GROUP TO CREATE THE COMMUNITY FOUNDATION OF GREATER WINTER HAVEN. THESE FOUNDATIONS HAVE PROVEN TO BE REPUTABLE, EFFICIENT PLACES TO INVEST DOLLARS THAT GROW TO DO TREMENDOUS GOOD. IN 2014, THE DECISION WAS MADE TO COMBINE THEIR RESOURCES AND FORM ONE COMMUNITY FOUNDATION, THE GIVEWELL COMMUNITY FOUNDATION, THAT IS CAPABLE OF DOING EVEN GREATER WORK THROUGHOUT THE POLK COUNTY REGION AND BEYOND. TO DATE, WE HAVE OVER 200 FUNDS, WHICH ARE ESTABLISHED BY INDIVIDUALS, FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS, ORGANIZATIONS, AND MUNICIPALITIES FOR CHARITABLE GIVING. PROVIDING IMPACTFUL GIVING IN OUR COMMUNITY, GIVEWELL COMMUNITY FOUNDATION GRANTED 11.6 MILLION IN THE 2014 -2015 FISCAL YEAR AND HAS GRANTED 114 MILLION SINCE INCEPTION. THIS FISCAL YEAR, OVER 1,000 INDIVIDUALS, ORGANIZATIONS AND AGENCIES MADE CONTRIBUTIONS TO THE GIVEWELL COMMUNITY FOUNDATION. WITH THE NEW NAME AND BRANDING EFFORTS, OUR COMMUNICATION EFFORTS AND COMMUNITY OUTREACH HAVE BEEN A SIGNIFICANT FOCUS. THE COMMUNITY FOUNDATION'S WEBSITE WAS OVERHAULED TO BE MORE USER-FRIENDLY, TRANSPARENT, AND A GREATER RESOURCE FOR THE COMMUNITY. NEW ADVERTISING AND MARKETING MATERIALS, INCLUDING AD PLACEMENTS IN LOCAL PUBLICATIONS, WERE DEVELOPED TO REFLECT THE NEW NAME, COUNTY-WIDE SERVICE AREA AND CURRENT SERVICES. SOCIAL MEDIA IS ALSO ACTIVELY UTILIZED TO COMMUNICATE NEWS, PROMOTE EVENTS AND OTHERWISE DEVELOP RELATIONSHIPS WITH OUR COMMUNITY. ALSO, THE GIVEWELL COMMUNITY FOUNDATION STAFF IS ENGAGED IN THE COMMUNITY, INCLUDING ACTIVE INVOLVEMENT IN LOCAL SERVICE CLUBS, PROFESSIONAL ORGANIZATIONS AND COMMUNITY INITIATIVES. PART II, LINE 17A THE GIVEWELL COMMUNITY FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES." WE STRIVE TO MAINTAIN A PUBLIC SUPPORT TEST ABOVE 33 1/3 ONCE AGAIN. IN 1997, 18 RESIDENTS WHO CARED ABOUT SHAPING THEIR CITY'S FUTURE ESTABLISHED THE COMMUNITY FOUNDATION OF GREATER LAKELAND. FOUR YEARS LATER,COMMUNITY-MINDED CITIZENS OF WINTER HAVEN PARTNERED WITH THE LAKELAND GROUP TO CREATE THE COMMUNITY FOUNDATION OF GREATER WINTER HAVEN. THESE FOUNDATIONS HAVE PROVEN TO BE REPUTABLE, EFFICIENT PLACES TO INVEST DOLLARS THAT GROW TO DO TREMENDOUS GOOD. IN 2014, THE DECISION WAS MADE TO COMBINE THEIR RESOURCES AND FORM ONE COMMUNITY FOUNDATION, THE GIVEWELL COMMUNITY FOUNDATION, THAT IS CAPABLE OF DOING EVEN GREATER WORK THROUGHOUT THE POLK COUNTY REGION AND BEYOND. TO DATE, WE HAVE OVER 200 FUNDS, WHICH ARE ESTABLISHED BY INDIVIDUALS, FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS, ORGANIZATIONS, AND MUNICIPALITIES FOR CHARITABLE GIVING. PROVIDING IMPACTFUL GIVING IN OUR COMMUNITY, GIVEWELL COMMUNITY FOUNDATION GRANTED 11.6 MILLION IN THE 2014 -2015 FISCAL YEAR AND HAS GRANTED 114 MILLION SINCE INCEPTION. THIS FISCAL YEAR, OVER 1,000 INDIVIDUALS, ORGANIZATIONS AND AGENCIES MADE CONTRIBUTIONS TO THE GIVEWELL COMMUNITY FOUNDATION. WITH THE NEW NAME AND BRANDING EFFORTS, OUR COMMUNICATION EFFORTS AND COMMUNITY OUTREACH HAVE BEEN A SIGNIFICANT FOCUS. THE COMMUNITY FOUNDATION'S WEBSITE WAS OVERHAULED TO BE MORE USER-FRIENDLY, TRANSPARENT, AND A GREATER RESOURCE FOR THE COMMUNITY. NEW ADVERTISING AND MARKETING MATERIALS, INCLUDING AD PLACEMENTS IN LOCAL PUBLICATIONS, WERE DEVELOPED TO REFLECT THE NEW NAME, COUNTY-WIDE SERVICE AREA AND CURRENT SERVICES. SOCIAL MEDIA IS ALSO ACTIVELY UTILIZED TO COMMUNICATE NEWS, PROMOTE EVENTS AND OTHERWISE DEVELOP RELATIONSHIPS WITH OUR COMMUNITY. ALSO, THE GIVEWELL COMMUNITY FOUNDATION STAFF IS ENGAGED IN THE COMMUNITY, INCLUDING ACTIVE INVOLVEMENT IN LOCAL SERVICE CLUBS, PROFESSIONAL ORGANIZATIONS AND COMMUNITY INITIATIVES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107 135 48760 true true 123382567 17320019 2743928 -11656714 -1348392 130441408 100853415 19179673 13533412 -9712962 -470971 123382567 85411308 18567257 9009676 -10873774 -1261052 100853415 74928140 21230574 -2169817 -8726204 148615 85411308 54627985 19430262 11475727 -9587538 -1018296 74928140 false false 442195 442195 408180 68030 340150 50408 39586 10822 58639 38432 20207 813374 FUNDS HELD AS AGENCY ENDOWMENT 6719906 GRANTS PAYABLE 653444 7373350 19391315 -510508 -510508 19901823 415670 415670 20317493 12332474 12332474 415670 415670 12748144 HIROSHIMA GATEW 260500 260500 2750 LEWIS CANCER FA 167506 167506 50191 12 309091 309091 185076 737097 737097 238017 238017 499080 true FIRST UNITED METHODIST CHURCH 72 LAKE MORTON DRIVE LAKELAND FL 33801 1128993 GROWTH SUPPORT FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DRIVE LAKELAND FL 33803 1259331 GENERAL OPERATIONS FLORIDA AQUARIUM INC 701 CHANNELSIDE DRIVE TAMPA FL 33602 500000 GENERAL OPERATIONS EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 250000 OPERATIONS THE SALVATION ARMY 830 N MASSACHUSETTS AVE LAKELAND FL 33801 593209 GENERAL OPERATIONS ALL SAINTS ACADEMY 5001 FLORIDA 540 WINTER HAVEN FL 33880 340595 GENERAL CONTRIBUTION MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 600000 OPERATIONS STETSON UNIVERSITY 1401 61ST STREET ST PETERSBURY FL 33701 650000 GENERAL FLORIDA METHODIST FOUNDATION 450 W MLK DR AVENUE LAKELAND FL 33801 200500 TOGETHER CAMPAIGN EARLY CHILDHOOD INITIATIVE INC 3250 SW 3 AVENUE 6TH FLOOR MIAMI FL 33129 280000 VARIOUS PROGRAMS UNITED WAY OF CENTRAL FLORIDA PO BOX HIGHLAND CITY FL 33846 224069 VARIOUS PROGRAMS LIGHTHOUSE MINISTRIES INC 519 N KENTUCKY AVENUE LAKELAND FL 33801 231350 GENERAL OPERATIONS UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVENUE FT LAUDERDALE FL 33316 63750 VARIOUS PROGRAMS UNITED WAY OF MIAMI-DADE COUNTY 3250 SW 3RD AVENUE MIAMI FL 33129 63750 VARIOUS PROGRAMS UNITED WAY OF NORTH CENTRAL FLORIDA 6031 NW 1ST PLACE GAINESVILLE FL 32607 63750 VARIOUS PROGRAMS UNITED WAY OF NORTHEAST FLORIDA 1301 RIVERPLACE BLVD JACKSONVILLE FL 32207 63750 VARIOUS PROGRAMS PARKER STREET MINISTRIES INC 719 N MASSACHUSETTS AVENUE LAKELAND FL 33801 66282 GENERAL OPERATIONS ST DAVID'S EPISCOPAL CHURCH 145 EDGEWOOD DRIVE LAKELAND FL 33801 102913 GENERAL DISTRIBUTION UNITED WAY OF THE BIG BEND 307 E 7TH AVENUE TALLAHASSEE FL 32303 63750 VARIOUS PROGRAMS UNITED WAY OF VOLUSIA-FLAGLER COUNT 3747 W INTERNATIONAL SPEEDWAY BLVD DAYTONA BEACH FL 32124 63750 VARIOUS PROGRAMS SOUTHEASTERN GUIDE DOGS 4210 77TH STREET EAST PALMETTO FL 34221 110200 GENERAL VOLUNTEERS IN SERVICE TO ELDERLY 1232 E MAGNOLIA STREET LAKELAND FL 33801 347540 GENERAL SUPPORT FLORIDA POLYTECHNIC UNIV FOUNDATION 4700 RESEARCH WAY LAKELAND FL 33805 260500 SCHOLARSHIPS TALBOT HOUSE MINISTRIES 814 N KENTUCKY AVE LAKELAND FL 33801 208650 GENERAL CONTRIBUTION ALLIANCE FOR INDEPENDENCE 1038 SUNSHINE DR E LAKELAND FL 33801 112300 VARIOUS PROGRAMS GOOD SHEPHERD HOSPICE 3470 LAKELAND HILLS BLVD LAKELAND FL 33805 110777 VARIOUS PROGRAMS LAKELAND VOLUNTEERS IN MEDICINE 1021 LAKELAND HILLS BLVD LAKELAND FL 33805 106758 VARIOUS PROGRAMS EVERGREEN CHURCH OF PEACHTREE CITY 400 WINDGATE ROAD PEACHTREE CITY GA 30269 100000 CAPITAL CAMPAIGN GENEVA CLASSICAL ACADEMY 4204 LAKELAND HIGHLANDS ROAD LAKELAND FL 33813 100000 TUITION SCHOLARSHIPS POLK MUSEUM OF ART 800 E PALMETTO STREET LAKELAND FL 33801 72860 VARIOUS PROGRAMS CATHOLIC CHARITIES OF CENTRAL FL 1819 N SEMORAN BLVD ORLANDO FL 32807 68559 GENERAL OPERATIONS UNITED WAY OF MANATEE COUNTY 1701 TAMIAMI TRAIL BRADENTON FL 34205 63750 READING PALS UNITED WAY SUNCOAST 5201 W KENNEDY BLVD 600 TAMPA FL 33609 63750 READING PALS 33 X 11 244611 FMV X 3 9284150 FMV false false false FORM 990, PAGE 1, PART I, LINE 6 BOARD MEMBERS AND COMMITTEES ARE ALL VOLUNTEER. FORM 990, PAGE 2, PART III, LINE 4A REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. FORM 990, PAGE 2, PART III, LINE 4D WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PROVIDED TO BOARD MEMBERS EITHER AT A MEETING OR VIA EMAIL. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO - SELF ASSESSMENT AND ASSESSMENT FROM THE BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.