SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201543209349304599
- Schema version
- 2014v5.0
- 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 | 2015-11-16T10:18:08-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2015-10-28 | 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 | 2015-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONALD E PENN CFO | 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 | $20,736,774 | 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 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 | 18 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $8,235,847 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,175,128 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,015,907 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,269,832 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,378 | PYOtherRevenueAmt |
| CY Other Revenue | $162,274 | CYOtherRevenueAmt |
| PY Total Revenue | $11,282,132 | PYTotalRevenueAmt |
| CY Total Revenue | $12,607,234 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,880,060 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,371,441 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $929,607 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,023,848 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $337,206 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,051,597 | PYOtherExpensesAmt |
| CY Other Expenses | $1,207,661 | CYOtherExpensesAmt |
| PY Total Expenses | $4,861,264 | PYTotalExpensesAmt |
| CY Total Expenses | $5,602,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,420,868 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,004,284 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,538,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,533,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,661,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,261,166 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,877,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,271,924 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ORGANIZATION'S MISSION IS 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 | $2,240,130 | ExpenseAmt |
| Grant | $2,112,093 | GrantAmt |
| Revenue | $7,723,954 | 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 | $761,342 | ExpenseAmt |
| Grant | $569,288 | GrantAmt |
| Revenue | $477,557 | RevenueAmt |
| Desc | SCHOLARSHIP GRANTS ARE MADE TO CONTINUE EDUCATION OR TRAINING OF YOUNG PEOPLE OR ADULTS THROUGH DISTRIBUTIONS FROM ENDOWED SCHOLARSHIP FUNDS 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 | $887,566 | ExpenseAmt |
| Grant | $567,475 | GrantAmt |
| Revenue | $2,969,450 | RevenueAmt |
| Desc | THE FOUNDATION'S WORK IS CENTERED AROUND DEVELOPING INNOVATIVE INITIATIVES BASED ON RESEARCH AND ONGOING EVALUATION TO ADDRESS OUR COMMUNITY'S GREATEST NEEDS. THE FOUNDATION IS DOING THIS WORK BY RALLYING STAKEHOLDERS TO LOOK AT OPPORTUNITIES TOGETHER. THROUGH THIS WORK AND BY FUNDING FROM DONORS AND NEW STREAMS OF FUNDING THAT IS BEING DEVELOPED FROM NATIONAL FUNDERS, WE WILL ALL WORK TOGETHER TOWARD REGIONAL GOALS TO SOLVE ISSUES. OUR ONGOING INITIATIVE IS THE DEVELOPMENT OF THE FUTUREMAKERS COALITION. THE COALITION IS WORKING TO INCREASE POST-SECONDARY COMPLETION IN SOUTHWEST FLORIDA AND PROMOTE THE KNOWLEDGE AND SKILLS NEEDED FOR SUCCESS IN THE WORKPLACE AND IN LIFE. THE GOAL IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF COLLEGE DEGREES AND POST-SECONDARY CERTIFICATIONS FROM 27 TO 40% BY 2025. THE COALITION WAS FORMED AROUND EXITING REGIONAL COLLABORATIONS BETWEEN DIVERSE STAKEHOLDERS (FROM CRADLE TO CAREER) AND CITIZENS ALL COMMITTED TO THE REGION'S EDUCATIONAL AND ECONOMIC SUCCESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $549,372 | ExpenseAmt |
| Grant | $122,585 | GrantAmt |
| Revenue | $4,167 | RevenueAmt |
| Desc | OTHER PROGRAMS INCLUDE: (A) EDUCATIONAL PROGRAMS FOR NONPROFITS, DONORS AND PROFESSIONAL ADVISORS;(B) COACHING AND TECHNICAL ASSISTANCE TO NONPROFITS; (C) COMMUNITY LEADERSHIP/CONVENER SERVICES; (D) ART EXHIBITION AND (E) COMMUNITY RECOGNITION EVENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $549,372 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $122,585 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,167 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,438,410 | 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 | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | 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) | $165,000 | $0 | $15,950 |
| JOSEPH MAZURKIEWICZ JR | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GUY WHITESMAN | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GAY THOMPSON | ||||||
| SEC/TREAS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAWN-MARIE DRISCOLL | ||||||
| IMMEDIATE PA | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AURORA BADIA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH M BRAENDLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN CONANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA K DOBBINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN L ERWIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG FOLK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GAMBA JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIE HAMILTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HON ARCHIE B HAYWARD JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER HILL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LARRY A HOBBS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LI-SU JAVEDAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH KINSEY JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD L LELAND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN MANDEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARREN ROBERTSHAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY ROBINSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBIE B ROEPSTORFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARSON TURNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MYRA HALE WALTERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSTY WHITLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD E PENN | ||||||
| CFO | 50.00 | Yes (X) | $115,945 | $0 | $5,259 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $280,945 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $21,209 | 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 | $11,175,128 | AllOtherContributionsAmt |
| Noncash Contributions | $2,691,651 | NoncashContributionsAmt |
| Total Contributions | $11,175,128 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,140,339 | TotalRevenueColumnAmt |
| Exclusion | $1,140,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,259,033 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,129,540 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,493 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,493 | TotalRevenueColumnAmt |
| Exclusion | $129,493 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $162,274 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $162,274 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $162,274 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,607,234 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $162,274 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,269,832 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,946,709 | TotalAmt |
| Program Services | $2,946,709 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,732 | TotalAmt |
| Program Services | $424,732 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,520 | TotalAmt |
| Program Services | $124,943 | ProgramServicesAmt |
| Management And General | $130,217 | ManagementAndGeneralAmt |
| Fundraising | $68,360 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,505 | TotalAmt |
| Program Services | $211,450 | ProgramServicesAmt |
| Management And General | $220,346 | ManagementAndGeneralAmt |
| Fundraising | $115,709 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,244 | TotalAmt |
| Program Services | $5,115 | ProgramServicesAmt |
| Management And General | $5,330 | ManagementAndGeneralAmt |
| Fundraising | $2,799 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,061 | TotalAmt |
| Program Services | $28,216 | ProgramServicesAmt |
| Management And General | $29,406 | ManagementAndGeneralAmt |
| Fundraising | $15,439 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,518 | TotalAmt |
| Program Services | $25,690 | ProgramServicesAmt |
| Management And General | $26,771 | ManagementAndGeneralAmt |
| Fundraising | $14,057 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,365 | TotalAmt |
| Program Services | $11,750 | ProgramServicesAmt |
| Management And General | $7,020 | ManagementAndGeneralAmt |
| Fundraising | $595 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,700 | TotalAmt |
| Program Services | $13,401 | ProgramServicesAmt |
| Management And General | $13,966 | ManagementAndGeneralAmt |
| Fundraising | $7,333 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,967 | TotalAmt |
| Program Services | $45,992 | ProgramServicesAmt |
| Management And General | $119,578 | ManagementAndGeneralAmt |
| Fundraising | $18,397 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,451 | TotalAmt |
| Program Services | $230,510 | ProgramServicesAmt |
| Management And General | $52,941 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,579 | TotalAmt |
| Program Services | $27,644 | ProgramServicesAmt |
| Management And General | $28,808 | ManagementAndGeneralAmt |
| Fundraising | $15,127 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,774 | TotalAmt |
| Program Services | $41,089 | ProgramServicesAmt |
| Management And General | $50,298 | ManagementAndGeneralAmt |
| Fundraising | $18,387 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,876 | TotalAmt |
| Program Services | $43,413 | ProgramServicesAmt |
| Management And General | $38,989 | ManagementAndGeneralAmt |
| Fundraising | $20,474 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,967 | TotalAmt |
| Program Services | $4,875 | ProgramServicesAmt |
| Management And General | $12,356 | ManagementAndGeneralAmt |
| Fundraising | $3,736 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,619 | TotalAmt |
| Program Services | $4,348 | ProgramServicesAmt |
| Management And General | $11,241 | ManagementAndGeneralAmt |
| Fundraising | $8,030 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,359 | TotalAmt |
| Program Services | $26,400 | ProgramServicesAmt |
| Management And General | $27,513 | ManagementAndGeneralAmt |
| Fundraising | $14,446 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,917 | TotalAmt |
| Program Services | $9,237 | ProgramServicesAmt |
| Management And General | $9,626 | ManagementAndGeneralAmt |
| Fundraising | $5,054 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECTS | $144,905 | $144,905 | ||
| PRINTING AND PUBLICATION | $57,766 | $57,511 | $255 | |
| DUES & SUBSCRIPTIONS | $26,938 | $1,585 | $21,731 | $3,622 |
| RELATIONSHIPS | $20,987 | $8,683 | $7,192 | $5,112 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,491 | TotalAmt |
| Program Services | $212 | ProgramServicesAmt |
| Management And General | $13,750 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,602,950 | TotalAmt |
| Program Services | $4,438,410 | ProgramServicesAmt |
| Management And General | $827,334 | ManagementAndGeneralAmt |
| Fundraising | $337,206 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,556 | BOYAmt |
| EOY | $437,822 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,257 | BOYAmt |
| EOY | $41,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $276,580 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,003 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,409 | BOYAmt |
| EOY | $113,577 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,811,688 | BOYAmt |
| EOY | $70,647,535 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,110,279 | BOYAmt |
| EOY | $22,292,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,538,189 | BOYAmt |
| EOY | $93,533,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,408 | BOYAmt |
| EOY | $46,366 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,361 | BOYAmt |
| EOY | $521,800 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,985,268 | BOYAmt |
| EOY | $4,693,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,661,037 | BOYAmt |
| EOY | $5,261,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,631,498 | BOYAmt |
| EOY | $67,945,529 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,870,654 | BOYAmt |
| EOY | $18,981,270 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,000 | BOYAmt |
| EOY | $1,345,125 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,877,152 | BOYAmt |
| EOY | $88,271,924 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,538,189 | BOYAmt |
| EOY | $93,533,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,004,284 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $118,589 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,271,899 | 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 | $1,025,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,166,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,545,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,235,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,702,288 | CurrentTaxYearAmt |
| Total | $25,675,288 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,025,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,166,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,545,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,235,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,702,288 | CurrentTaxYearAmt |
| Total | $25,675,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,348,213 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,327,075 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $937,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,030,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,158,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,048,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,140,339 | CurrentTaxYearAmt |
| Total | $7,314,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,989,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $162,274 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61020 | 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 | 102 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 394 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,264,087 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,912,951 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,508,752 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,862,689 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,435,126 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $70,984,036 | 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 | $13,715 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,560,114 | BeginningYearBalanceAmt |
| Contributions | $1,053,660 | ContributionsAmt |
| Investment Earnings Or Losses | $5,898,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,006,248 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $753,870 | AdministrativeExpensesAmt |
| End Year Balance | $36,751,971 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02260 | 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 | $56,626 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,165 | DepreciationAmt |
| Book Value | $31,461 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $206,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,838 | DepreciationAmt |
| Book Value | $68,401 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,715 | OtherCostOrOtherBasisAmt |
| Book Value | $13,715 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $113,577 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED GIFTS REC - CRTS / CLTS | $18,301,242 |
| DEFERRED GIFTS REC - CGAS | $1,976,081 |
| CONTRIBUTIONS RECEIVABLE | $1,865,129 |
| LIFE INSURANCE - REMAINDER INTEREST | $150,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,292,836 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD AS AGENCY ACCOUNTS | $3,246,563 |
| ANNUITY OBLIGATIONS | $1,333,084 |
| FUNDS RESTRICTED FOR PROGRAMS | $113,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,693,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,663,756 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $118,589 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,256,469 | OtherRevenueAmt |
| Revenue Not Reported | $4,375,058 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,288,698 | RevenueSubtotalAmt |
| Other Revenues Not Included | $318,536 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $318,536 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,607,234 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,268,984 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,268,984 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $333,966 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $333,966 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,602,950 | 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 TAX PERIODS FOR THE FISCAL YEARS ENDED JUNE 30, 2013 AND 2012 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 4,254,559 IN KIND CONTRIBUTIONS 1,910 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS 93,102 AGENCY FUND CONTRIBUTIONS 15,795 ALLOCATED TO PARTNER SUPPORT 209,639 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 11,155 AGENCY FUND GRANTS 113,172 ALLOCATED TO PARTNER SUPPORT 209,639 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (109 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 | |||||||
| 827 S STATE RD | FORT LAUDERDALE | FL | 33068 | 611416525 | 501(C) | $38,365 | GEN/OPER SUPPORT |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 9TH STREET | SCOTTSDALE | AZ | 85260 | 541660459 | 501(C) | $25,000 | GEN/OP SUPPORT |
| AMIGOS EN CRISTO INC | |||||||
| 25999 OLD 41 RD | BONITA SPRINGS | FL | 34135 | 593646095 | 501(C) | $33,000 | PROGRAMS |
| ANIMAL REFUGE CENTERINC | |||||||
| P O BOX 6642 | FORT MYERS | FL | 33902 | 650057419 | 501(C) | $9,623 | GEN SUPPORT |
| ANIMAL REFUGE OF LABELLE INC | |||||||
| PO BOX 2441 | LABELLE | FL | 33935 | 650404638 | 501(C) | $13,880 | SPEC PURPOSE |
| ARTFEST FORT MYERS INC | |||||||
| 2443 FIRST ST | FORT MYERS | FL | 33901 | 651119729 | 501(C) | $16,000 | OP/ PROGRAM SUPPORT |
| BAILEY-MATTHEWS SHELL MUSEUM | |||||||
| P O BOX 1580 | SANIBEL | FL | 33957 | 592775992 | 501(C) | $17,137 | GENERAL OP |
| BIG ARTS | |||||||
| 900 DUNLOP RD | SANIBEL | FL | 33957 | 591956939 | 501(C) | $8,000 | MARKETING |
| BIG BROTHERS BIG SISTERS SUNCOAST | |||||||
| 101 W VENICE AVE SUITE 34 | VENICE | FL | 34285 | 591361826 | 501(C) | $5,206 | GENERAL OP |
| BOBBY NICHOLS FIDDLESTICKS CHARITY | |||||||
| 15391 CANNONGATE DR | FORT MYERS | FL | 33912 | 043649766 | 501(C) | $5,883 | GEN OP/PROGRAM |
| CALOOSA HUMANE SOCIETY | |||||||
| P O BOX 2337 | LABELLE | FL | 33975 | 650759567 | 501(C) | $34,274 | GENERAL OP |
| CAPITVA CHAPEL BY THE SEA | |||||||
| PO BOX 162 | CAPTIVA | FL | 33924 | 596143042 | 501(C) | $11,373 | GENERAL OP |
| CARPE DIEM FARMS INC | |||||||
| 544 WESTERN RHODES DRIVE | HIGHLANDS | NC | 28741 | 582020153 | 501(C) | $5,500 | SPECIFC PROG |
| CENTER FOR ABUSE & RAPE EMERG | |||||||
| PO BOX 510234 | PUNTA GORDA | FL | 33951 | 592435059 | 501(C) | $5,869 | GEN/OP SUPPORT |
| CENTER FOR THE ARTS | |||||||
| 26100 OLD 41 ROAD | BONITA SPRINGS | FL | 34135 | 650295085 | 501(C) | $18,000 | GENERAL OP |
| CHARLOTTE COUNTY HOMELESS COALITION | |||||||
| PO BOX 380157 | MURDOCK | FL | 33938 | 650139525 | 501(C) | $32,626 | FOOD CONNECT PROG |
| CHARLOTTE HARBOR ENVIRONMENTAL CNTR | |||||||
| 10941 BURNT STORE ROAD | PUNTA GORDA | FL | 33955 | 592853001 | 501(C) | $30,591 | PROGRAM |
| CHILDREN'S ADVOCACY CENTER OF SWFL | |||||||
| 3830 EVANS AVE | FORT MYERS | FL | 33901 | 650007620 | 501(C) | $10,000 | GENERAL OP |
| CHILDREN'S HEALTHCARE OF ATLANTA FD | |||||||
| 1577 NE EXPRESSWAY SUITE 113 | ATLANTA | GA | 30329 | 582367819 | 501(C) | $25,000 | SPECIFIC PROG |
| CHILDREN'S HOME SOCIETY OF FL | |||||||
| 1940 MARAVILLA AVE | FORT MYERS | FL | 33901 | 590192430 | 501(C) | $46,000 | HAHM PROGRAM |
| CHRIST LUTHERAN CHURCH | |||||||
| 3816 SOUTH 12TH ST | SHEBOYGAN | WI | 53081 | 501(C) | $6,000 | OPERATING SUPPORT | |
| CITY OF CLEWISTON | |||||||
| 115 W VENTURA AVE | CLEWISTON | FL | 33440 | 501(C) | $37,582 | PROGRAMS | |
| CITY OF SANIBEL | |||||||
| 800 DUNLOP RD | SANIBEL | FL | 33957 | 501(C) | $12,000 | SPECIFIC PROG | |
| CLINIC FOR THE REHAB OF WILDLIFE | |||||||
| PO BOX 150 | SANIBEL | FL | 33957 | 237271040 | 501(C) | $20,037 | ONE WORLD ONE HEALTH |
| COMMUNITIES REACHING OUT INC | |||||||
| 908 NORTH GOLF DR | HOLLYWOOD | FL | 33021 | 651242772 | 501(C) | $9,965 | GENERAL OP |
| COMMUNITY COOPERATIVE MINISTRIES I | |||||||
| P O BOX 2143 | FORT MYERS | FL | 33902 | 592602772 | 501(C) | $5,639 | GENERAL OP |
| COMMUNITY FD OF COLLIER CTY | |||||||
| 2400 TAMIAMI TRAIL N | NAPLES | FL | 34103 | 592396243 | 501(C) | $65,560 | SPECIFIC PROG |
| COMPASSION INTERNATIONAL INC | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | 362423707 | 501(C) | $7,000 | GEN/OP SUPPORT |
| CULTURAL PARK THEATRE CO INC | |||||||
| 528 CULTURAL PARK BLVD | CAPE CORAL | FL | 33990 | 591155302 | 501(C) | $6,250 | GEN/OP SUPPORT |
| DAVID LAWRENECE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | 592206025 | 501(C) | $10,500 | PROGRAMS |
| DING DARLING WILDLIFE SOCIETY INC | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | 592240895 | 501(C) | $10,000 | COMMUNITY ENG |
| DIOCESE OF VENICE CATHOLIC FAITH AP | |||||||
| P O BOX 60759 | FORT MYERS | FL | 33906 | 501(C) | $10,000 | PROGRAM SUPPORT | |
| DISABLED VETERANS INSURANCE CAREERS | |||||||
| 1275 KASAMADA DR | FORT MYERS | FL | 33919 | 274645661 | 501(C) | $41,600 | GENERAL OP |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | 133433452 | 501(C) | $40,450 | |
| ECHO INC | |||||||
| 17391 DURRANCE ROAD | NORTH FORT MYERS | FL | 33917 | 237275283 | 501(C) | $10,000 | PROGRAM SUPPORT |
| EDISON FESTIVAL OF LIGHT INC | |||||||
| PO BOX 339 | FORT MYERS | FL | 33902 | 650118122 | 501(C) | $7,500 | 2015 FESTIVAL |
| EDUCATION FOUNDATION OF COLLIER CTY | |||||||
| 3606 ENTERPRISE AVE STE 150 | NAPLES | FL | 34104 | 650230582 | 501(C) | $20,000 | GENERAL OP |
| FLORIDA ARTS INC | |||||||
| 2301 FIRST STREET | FORT MYERS | FL | 33901 | 311536036 | 501(C) | $16,000 | PROGRAM |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | $12,137 | PROGRAMS |
| FLORIDA LIONS CONKLIN CENTER FOR TH | |||||||
| 405 WHITE ST | DAYTONA BEACH | FL | 32114 | 237377066 | 501(C) | $5,675 | GENERAL OP |
| FLORIDA NEXT FOUNDATION INC | |||||||
| PO BOX 3178 | TAMPA | FL | 33601 | 800729815 | 501(C) | $6,519 | SPECIFIC PROG |
| FLORIDA REPERTORY THEATRE | |||||||
| P O BOX 2483 | FORT MYERS | FL | 33902 | 650827621 | 501(C) | $17,250 | SPECIFIC PURPOSE |
| FLORIDA SOUTHWESTERN STATE COLLEGE | |||||||
| 8099 COLLEGE PKWY | FORT MYERS | FL | 33919 | 596173638 | 501(C) | $13,000 | ART PROGRAM |
| FORT MYERS COMMUNITY CONCERT ASSOC | |||||||
| PO BOX 606 | FORT MYERS | FL | 33902 | 591739068 | 501(C) | $12,087 | GENERAL OP |
| FORT MYERS-LEE CTY GARDEN COUNCIL | |||||||
| 2166 VIRGINIA AVE | FORT MYERS | FL | 33901 | 596174630 | 501(C) | $9,000 | PROGRAM |
| FRIENDS OF LAKE PARK REG LIBRARY | |||||||
| 15290 BASS RD | FORT MYERS | FL | 33919 | 650145488 | 501(C) | $8,000 | PROGRAMS |
| GEISINGER HEALTH SYSTEMS FD | |||||||
| 100 NORTH ACADEMY AVE | DANVILLE | PA | 17822 | 231995911 | 501(C) | $60,000 | GEN/OP SUPPORT |
| GLADIOLUS LEARNING & DEVEL CNTR | |||||||
| 10320 GLADIOLUS DR | FORT MYERS | FL | 33908 | 237378076 | 501(C) | $5,983 | GENERAL OP |
| GOODWILL INDUSTRIES OF SOUTHWEST FL | |||||||
| 4940 BAYLINE DR | NORTH FORT MYERS | FL | 33917 | 596196141 | 501(C) | $220,183 | PROGRAM/OP SUPPORT |
| GRACE COMMUNITY CENTER | |||||||
| 4151 HANCOCK BRIDGE PKWY | NORTH FORT MYERS | FL | 33903 | 262720721 | 501(C) | $38,093 | PROGRAMS |
| GUADALUPE CENTER INC | |||||||
| 505 HOPE CIRCLE | IMMOKALEE | FL | 34142 | 592617151 | 501(C) | $11,302 | GENERAL OP |
| GULF COAST HUMANE SOCIETY INC | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | 590806978 | 501(C) | $53,352 | PROGRAMS |
| GULF COAST SYMPHONY | |||||||
| P O BOX 60878 | FORT MYERS | FL | 33906 | 650666748 | 501(C) | $84,500 | OP SUPPORT/MARKETING |
| HABITAT FOR HUMANITY OF LEE COUNTY | |||||||
| 1288 NORTH TAMIAMI TRAIL | NORTH FORT MYERS | FL | 33903 | 592236174 | 501(C) | $87,693 | PROGRAMS |
| HARRY CHAPIN FOOD BANK OF SW FLORID | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | 592332120 | 501(C) | $12,349 | PROGRAMS |
| HIGHLANDS-CASHIERS HOSPITAL FD INC | |||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | 561165833 | 501(C) | $25,000 | SPECIFIC PROG |
| HOPE CLUBHOUSE OF SW FL | |||||||
| 3602 BROADWAY AVE | FORT MYERS | FL | 33901 | 300437443 | 501(C) | $34,893 | PROGRAMS |
| HOPE HOSPICE | |||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | 501(C) | $15,251 | PROGRAMS |
| HUMAN TRAFFICKING AWARENESS PTNSHP | |||||||
| PO BOX 1113 | SANIBEL | FL | 33957 | 300370679 | 501(C) | $32,000 | PROGRAMS |
| JEWISH FEDERATION OF LEE & CHAR CTY | |||||||
| 9701 COMMERCE CENTER COURT | FORT MYERS | FL | 33908 | 592668992 | 501(C) | $26,500 | PROGRAMS |
| LABELLE HIGH SCHOOL | |||||||
| 4050 EAST COWBOY WAY | LABELLE | FL | 33935 | GOV | $15,000 | PROGRAMS | |
| LABELLE ROTARY FD INC | |||||||
| PO BOX 1466 | LABELLE | FL | 33995 | 205996276 | 501(C) | $10,000 | SPECIFIC PROG |
| LEE COUNTY ALLIANCE FOR THE ARTS | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 510182649 | 501(C) | $18,150 | PROGRAMS |
| LEE COUNTY PARKS & REC | |||||||
| 3410 PALM BEACH BLVD | FORT MYERS | FL | 33916 | 591773738 | 501(C) | $10,000 | PROGRAMS |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATI | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | 650645343 | 501(C) | $37,381 | PROGRAMS |
| LEHIGH COMMUNITY SERVICE INC | |||||||
| 201 PLAZA DR SUITE 103 | LEHIGH ACRES | FL | 33936 | 591773738 | 501(C) | $63,675 | GEN/OP SUPPORT |
| LIBERTY YOUTH RANCH | |||||||
| PO BOX 110718 | NAPLES | FL | 34108 | 383674666 | 501(C) | $22,000 | PROGRAMS |
| LIGHTHOUSE OF SWFL INC | |||||||
| 35 W MARIANA AVE | NORT FORT MYERS | FL | 33903 | 591665257 | 501(C) | $46,892 | PROGRAMS |
| LITERACY COUNCIL GULF COAST INC | |||||||
| PO BOX 2703 | BONITA SPRINGS | FL | 34133 | 650153890 | 501(C) | $42,141 | PROGRAMS |
| MARION-POLK GLEANERS INC | |||||||
| PO BOX 317 | DALLAS | OR | 97338 | 930805665 | 501(C) | $10,000 | SPECIFIC PROGRAM |
| MASSACHUSETTS GENERAL HOSP | |||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | 041564655 | 501(C) | $15,000 | GEN/OP SUPPORT |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 650511429 | 501(C) | $21,592 | PROGRAMS |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 1501 NORTHWEST NINTH AVE | MIAMI | FL | 33136 | 590968031 | 501(C) | $31,806 | RESEARCH |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||||
| PO BOX 111833 | NAPLES | FL | 34108 | 113678086 | 501(C) | $20,000 | GENERAL OP |
| OCTAGON SEQUENCE OF EIGHT INC | |||||||
| 41660 HORSESHOE ROAD | PUNTA GORDA | FL | 33982 | 592298305 | 501(C) | $9,626 | GENERAL OP |
| OUR MOTHERS HOME OF SW FL | |||||||
| 1801 S TAMIAMI TRAIL | FORT MYERS | FL | 33908 | 650510103 | 501(C) | $7,500 | GEN/OP SUPPORT |
| PACE CENTER FOR GIRLS OF LEE COUNTY | |||||||
| 3800 EVANS AVE | FORT MYERS | FL | 33901 | 592414492 | 501(C) | $12,000 | SPECIFIC PROG |
| QUALITY OF LIFE CENTER OF SWFL | |||||||
| PO BOX 1290 | FORT MYERS | FL | 33901 | 650321309 | 501(C) | $10,500 | GENERAL OP |
| REDLANDS CHRISTIAN MIGRATION ASSOC | |||||||
| 402 W MAIN STREET | IMMOKALEE | FL | 34142 | 591221966 | 501(C) | $30,000 | PROGRAMS |
| RIVER DISTRICT ALLIANCE (FORT MYERS | |||||||
| P O BOX 1686 | FORT MYERS | FL | 33901 | 650542768 | 501(C) | $15,000 | PROGRAMS |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C) | $7,000 | PROGRAMS |
| SHELL POINT VILLAGE RETIRE COMM | |||||||
| 15000 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C) | $16,408 | PROGRAM/GENERAL |
| SANIBEL-CAPTIVA CONSERVATION FD | |||||||
| 3333 SANIBEL-CAPTIVA RD | SANIBEL | FL | 33957 | 591205087 | 501(C) | $48,800 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 12502 PINE DRIVE | TAMPA | FL | 33612 | 042121377 | 501(C) | $5,886 | GENERAL OP |
| SOUTHWEST FLORIDA ATTRACTIONS ASSOC | |||||||
| PO BOX 60702 | FORT MYERS | FL | 33906 | 650618123 | 501(C) | $12,500 | GENERAL OP |
| SOUTHWEST FLORIDA SYMPHONY | |||||||
| 12651 MCGREGOR BLVD UNIT 4-403 | FORT MYERS | FL | 33919 | 591350404 | 501(C) | $40,555 | PROGRAM/OP SUPPORT |
| SOUTHWEST WORKFORCE DEV BOARD | |||||||
| 9530 MARKETPLACE RD 104 | FORT MYERS | FL | 33912 | 501(C) | $30,000 | GENERAL OP | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 2635 CLEVELAND AVENUE | FORT MYERS | FL | 33901 | 501(C) | $9,637 | GENERAL OP | |
| STORE TO DOOR OF OREGON | |||||||
| PO BOX 4665 | PORTLAND | OR | 97208 | 501(C) | $10,000 | GEN/OP SUPPORT | |
| SWFL COUNCIL INC BOY SCOUTS OF A | |||||||
| 1801 BOY SCOUT DR | FORT MYERS | FL | 33907 | 591150488 | 501(C) | $33,760 | GENERAL OP |
| TEEN CHALLENGE | |||||||
| PO BOX 60802 | FORT MYERS | FL | 33907 | 501(C) | $10,000 | GEN/OP SUPPORT | |
| TEMPLE BETH - EL OF FORT MYERS | |||||||
| 16225 WINKLER RD | FORT MYERS | FL | 33908 | 591097143 | 501(C) | $7,034 | SPECIFIC PROG |
| THE COMMUNITY FD OF WEST NC | |||||||
| 4 VANDERBILT PARK DR | ASHEVILLE | NC | 28803 | 501(C) | $10,000 | PROGRAMS | |
| THE FOUNDATION FOR LEE COUNTY PUBLI | |||||||
| P O BOX 1608 | FORT MYERS | FL | 33902 | 592637849 | 501(C) | $58,457 | GEN/OP SUPPORT |
| THE LAB SCHOOL OF WASHINGTON | |||||||
| 4759 RESERVOIR RD NW | WASHINGTON | DC | 20007 | 521261627 | 501(C) | $85,000 | PROGRAMS |
| THE LABORATORY THEATER OF FL | |||||||
| PO BOX 344 | FORT MYERS | FL | 33902 | 270526903 | 501(C) | $51,350 | PROGRAMS |
| THE MUSIC FD OF SW FL | |||||||
| 13300-56 S CLEVELAND AVE | FORT MYERS | FL | 33907 | 650264107 | 501(C) | $6,000 | PROGRAMS |
| THE NATIONS ASSN OF CHARITIES | |||||||
| PO BOX 1060 | FORT MYERS | FL | 33902 | 591840066 | 501(C) | $7,500 | GEN/OP SUPPORT |
| THE SALVATION ARMY OF LEE HENDRY | |||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 580660607 | 501(C) | $21,075 | GENERAL OP |
| THE STEVE RUMMLER HOPE FD | |||||||
| PO BOX 24773 | MINNEAPOLIS | MN | 55424 | 452903444 | 501(C) | $25,000 | GENERAL OP |
| THEATRE CONSPIRACY | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 650569413 | 501(C) | $10,250 | PROGRAM SUPPORT |
| UNCOMMON FRIENDS FOUNDATION | |||||||
| PO BOX 811 | FORT MYERS | FL | 33902 | 650490124 | 501(C) | $15,914 | GENERAL OP |
| UNITED WAY OF LEE HENDRY & GLA | |||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | 591005169 | 501(C) | $129,001 | PROGRAM/OP SUPPORT |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 114050 S-113 | GAINESVILLE | FL | 32611 | 590974739 | 501(C) | $21,070 | GENERAL OP |
| WGCU | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | $5,700 | GEN/OP SUPPORT |
| YOUNG ARTISTS AWARD INC | |||||||
| PO BOX 152149 | CAPE CORAL | FL | 33915 | 571231237 | 501(C) | $10,000 | PROGRAMS |
| YWCA OF GREATER CINCINNATI INC | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45273 | 310537518 | 501(C) | $10,000 | PROGRAMS |
| ZION LUTHERAN CHURCH | |||||||
| 7401 WINKLER RD | FORT MYERS | FL | 33919 | 501(C) | $10,000 | OPERATING SUPPORT | |
| MISC GRANTS 5000 AND UNDER | |||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 501(C) | $272,372 | GENERAL OP /PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 262 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ACADEMIC SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 232 | RecipientCnt |
| Cash Grant | $424,732 | 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 | $165,000 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $4,950 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $11,000 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $180,950 | 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 | $2,865 | 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 | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,688,786 | 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 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 | FROM 27 TO 40% BY 2025. THE COALITION WAS FORMED AROUND EXITING REGIONAL COLLABORATIONS BETWEEN DIVERSE STAKEHOLDERS (FROM CRADLE TO CAREER) AND CITIZENS ALL COMMITTED TO THE REGION'S EDUCATIONAL AND ECONOMIC SUCCESS. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS INCLUDE: (A) EDUCATIONAL PROGRAMS FOR NONPROFITS, DONORS AND PROFESSIONAL ADVISORS;(B) COACHING AND TECHNICAL ASSISTANCE TO NONPROFITS; (C) COMMUNITY LEADERSHIP/CONVENER SERVICES; (D) ART EXHIBITION AND (E) COMMUNITY RECOGNITION EVENTS. |
| 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 ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY DEPENDING ON THE FUNCTION OF THE VOLUNTEER DUTIES ASSIGNED. |
| 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 4,254,559 IN KIND CONTRIBUTIONS 1,910 UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -93,102 AGENCY FUND CONTRIBUTIONS -15,795 ALLOCATED TO PARTNER SUPPORT -209,639 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 11,155 AGENCY FUND GRANTS 113,172 ALLOCATED TO PARTNER SUPPORT 209,639 |
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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