2015-11-16T10:18:08-06:00 2015-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191049 990 2014-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 RONALD E PENN CFO 2392745900 2015-10-28 true PATTI R HARDIN P00371840 2399392233 2015-11-16 2014 2016-04-25 22:37:26Z RONALD E PENN CFO 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 20736774 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL 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. 25 25 18 150 0 8235847 11175128 0 3015907 1269832 30378 162274 11282132 12607234 2880060 3371441 0 929607 1023848 0 337206 1051597 1207661 4861264 5602950 6420868 7004284 82538189 93533090 5661037 5261166 76877152 88271924 X 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. false false 2240130 2112093 7723954 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. 761342 569288 477557 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.). 887566 567475 2969450 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. 549372 122585 4167 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. 549372 122585 4167 4438410 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 65 0 true 18 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 165000 0 15950 JOSEPH MAZURKIEWICZ JR CHAIR 3.00 X X 0 0 0 GUY WHITESMAN VICE CHAIR 3.00 X X 0 0 0 GAY THOMPSON SEC/TREAS 3.00 X X 0 0 0 DAWN-MARIE DRISCOLL IMMEDIATE PA 3.00 X X 0 0 0 AURORA BADIA TRUSTEE 1.00 X 0 0 0 DEBORAH M BRAENDLE TRUSTEE 1.00 X 0 0 0 CAROLYN CONANT TRUSTEE 1.00 X 0 0 0 PATRICIA K DOBBINS TRUSTEE 1.00 X 0 0 0 KEVIN L ERWIN TRUSTEE 1.00 X 0 0 0 CRAIG FOLK TRUSTEE 1.00 X 0 0 0 JOHN GAMBA JR TRUSTEE 1.00 X 0 0 0 DENNIE HAMILTON TRUSTEE 1.00 X 0 0 0 HON ARCHIE B HAYWARD JR TRUSTEE 1.00 X 0 0 0 CHRISTOPHER HILL TRUSTEE 1.00 X 0 0 0 DR LARRY A HOBBS TRUSTEE 1.00 X 0 0 0 LI-SU JAVEDAN TRUSTEE 1.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 1.00 X 0 0 0 HOWARD L LELAND TRUSTEE 1.00 X 0 0 0 ALAN MANDEL TRUSTEE 1.00 X 0 0 0 DARREN ROBERTSHAW TRUSTEE 1.00 X 0 0 0 SANDY ROBINSON TRUSTEE 1.00 X 0 0 0 ROBBIE B ROEPSTORFF TRUSTEE 1.00 X 0 0 0 KARSON TURNER TRUSTEE 1.00 X 0 0 0 MYRA HALE WALTERS TRUSTEE 1.00 X 0 0 0 RUSTY WHITLEY TRUSTEE 1.00 X 0 0 0 RONALD E PENN CFO 50.00 X 115945 0 5259 280945 21209 2 false true false DAVID FLEMMING 3778 HANOVER STREET FORT MYERS FL 33901 STRAT PLAN/PRGM 120000 1 11175128 2691651 11175128 1140339 1140339 8259033 8129540 129493 129493 129493 MISCELLANEOUS INCOME 162274 162274 162274 12607234 162274 1269832 2946709 2946709 424732 424732 323520 124943 130217 68360 547505 211450 220346 115709 13244 5115 5330 2799 73061 28216 29406 15439 66518 25690 26771 14057 19365 11750 7020 595 34700 13401 13966 7333 183967 45992 119578 18397 283451 230510 52941 71579 27644 28808 15127 109774 41089 50298 18387 102876 43413 38989 20474 20967 4875 12356 3736 23619 4348 11241 8030 68359 26400 27513 14446 23917 9237 9626 5054 PROJECTS 144905 144905 PRINTING AND PUBLICATION 57766 57511 255 DUES & SUBSCRIPTIONS 26938 1585 21731 3622 RELATIONSHIPS 20987 8683 7192 5112 14491 212 13750 529 5602950 4438410 827334 337206 412556 437822 42257 41320 276580 163003 161409 113577 61811688 70647535 20110279 22292836 82538189 93533090 28408 46366 647361 521800 4985268 4693000 5661037 5261166 X 59631498 67945529 15870654 18981270 1375000 1345125 76877152 88271924 82538189 93533090 7004284 118589 4271899 X false true X true false X 1025144 5166046 4545963 8235847 6702288 25675288 1025144 5166046 4545963 8235847 6702288 25675288 8348213 17327075 937278 1030064 1158482 3048029 1140339 7314192 32989480 162274 0.52520 0.61020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102 394 5264087 5912951 1508752 1862689 12435126 70984036 true true 13715 X X ARTIST RECOGNITION PROG. false 51133580 11215653 1207554 2911505 1031995 59613288 42077341 4974870 6989989 1976568 932051 51133580 37948917 2813247 4581267 2433680 832410 42077341 36751971 3526875 622679 2188320 764288 37948917 33560114 1053660 5898315 3006248 753870 36751971 0.97740 0.02260 false false 56626 25165 31461 206239 137838 68401 13715 13715 113577 DEFERRED GIFTS REC - CRTS / CLTS 18301242 DEFERRED GIFTS REC - CGAS 1976081 CONTRIBUTIONS RECEIVABLE 1865129 LIFE INSURANCE - REMAINDER INTEREST 150384 22292836 FUNDS HELD AS AGENCY ACCOUNTS 3246563 ANNUITY OBLIGATIONS 1333084 FUNDS RESTRICTED FOR PROGRAMS 113353 4693000 X 16663756 118589 4256469 4375058 12288698 318536 318536 12607234 5268984 5268984 333966 333966 5602950 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 true 4KIDS OF SOUTHWEST FLORIDA INC 827 S STATE RD FORT LAUDERDALE FL 33068 611416525 501(C) 38365 GEN/OPER SUPPORT ALLIANCE DEFENDING FREEDOM 15100 N 9TH STREET SCOTTSDALE AZ 85260 541660459 501(C) 25000 GEN/OP SUPPORT AMIGOS EN CRISTO INC 25999 OLD 41 RD BONITA SPRINGS FL 34135 593646095 501(C) 33000 PROGRAMS ANIMAL REFUGE CENTERINC P O BOX 6642 FORT MYERS FL 33902 650057419 501(C) 9623 GEN SUPPORT ANIMAL REFUGE OF LABELLE INC PO BOX 2441 LABELLE FL 33935 650404638 501(C) 13880 SPEC PURPOSE ARTFEST FORT MYERS INC 2443 FIRST ST FORT MYERS FL 33901 651119729 501(C) 16000 OP/ PROGRAM SUPPORT BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL FL 33957 592775992 501(C) 17137 GENERAL OP BIG ARTS 900 DUNLOP RD SANIBEL FL 33957 591956939 501(C) 8000 MARKETING BIG BROTHERS BIG SISTERS SUNCOAST 101 W VENICE AVE SUITE 34 VENICE FL 34285 591361826 501(C) 5206 GENERAL OP BOBBY NICHOLS FIDDLESTICKS CHARITY 15391 CANNONGATE DR FORT MYERS FL 33912 043649766 501(C) 5883 GEN OP/PROGRAM CALOOSA HUMANE SOCIETY P O BOX 2337 LABELLE FL 33975 650759567 501(C) 34274 GENERAL OP CAPITVA CHAPEL BY THE SEA PO BOX 162 CAPTIVA FL 33924 596143042 501(C) 11373 GENERAL OP CARPE DIEM FARMS INC 544 WESTERN RHODES DRIVE HIGHLANDS NC 28741 582020153 501(C) 5500 SPECIFC PROG CENTER FOR ABUSE & RAPE EMERG PO BOX 510234 PUNTA GORDA FL 33951 592435059 501(C) 5869 GEN/OP SUPPORT CENTER FOR THE ARTS 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501(C) 18000 GENERAL OP CHARLOTTE COUNTY HOMELESS COALITION PO BOX 380157 MURDOCK FL 33938 650139525 501(C) 32626 FOOD CONNECT PROG CHARLOTTE HARBOR ENVIRONMENTAL CNTR 10941 BURNT STORE ROAD PUNTA GORDA FL 33955 592853001 501(C) 30591 PROGRAM CHILDREN'S ADVOCACY CENTER OF SWFL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501(C) 10000 GENERAL OP CHILDREN'S HEALTHCARE OF ATLANTA FD 1577 NE EXPRESSWAY SUITE 113 ATLANTA GA 30329 582367819 501(C) 25000 SPECIFIC PROG CHILDREN'S HOME SOCIETY OF FL 1940 MARAVILLA AVE FORT MYERS FL 33901 590192430 501(C) 46000 HAHM PROGRAM CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 501(C) 6000 OPERATING SUPPORT CITY OF CLEWISTON 115 W VENTURA AVE CLEWISTON FL 33440 501(C) 37582 PROGRAMS CITY OF SANIBEL 800 DUNLOP RD SANIBEL FL 33957 501(C) 12000 SPECIFIC PROG CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 20037 ONE WORLD ONE HEALTH COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 9965 GENERAL OP COMMUNITY COOPERATIVE MINISTRIES I P O BOX 2143 FORT MYERS FL 33902 592602772 501(C) 5639 GENERAL OP COMMUNITY FD OF COLLIER CTY 2400 TAMIAMI TRAIL N NAPLES FL 34103 592396243 501(C) 65560 SPECIFIC PROG COMPASSION INTERNATIONAL INC 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 362423707 501(C) 7000 GEN/OP SUPPORT CULTURAL PARK THEATRE CO INC 528 CULTURAL PARK BLVD CAPE CORAL FL 33990 591155302 501(C) 6250 GEN/OP SUPPORT DAVID LAWRENECE CENTER 6075 BATHEY LANE NAPLES FL 34116 592206025 501(C) 10500 PROGRAMS DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL FL 33957 592240895 501(C) 10000 COMMUNITY ENG DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS FL 33906 501(C) 10000 PROGRAM SUPPORT DISABLED VETERANS INSURANCE CAREERS 1275 KASAMADA DR FORT MYERS FL 33919 274645661 501(C) 41600 GENERAL OP DOCTORS WITHOUT BORDERS USA INC 333 7TH AVE NEW YORK NY 10001 133433452 501(C) 40450 ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501(C) 10000 PROGRAM SUPPORT EDISON FESTIVAL OF LIGHT INC PO BOX 339 FORT MYERS FL 33902 650118122 501(C) 7500 2015 FESTIVAL EDUCATION FOUNDATION OF COLLIER CTY 3606 ENTERPRISE AVE STE 150 NAPLES FL 34104 650230582 501(C) 20000 GENERAL OP FLORIDA ARTS INC 2301 FIRST STREET FORT MYERS FL 33901 311536036 501(C) 16000 PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 12137 PROGRAMS FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C) 5675 GENERAL OP FLORIDA NEXT FOUNDATION INC PO BOX 3178 TAMPA FL 33601 800729815 501(C) 6519 SPECIFIC PROG FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501(C) 17250 SPECIFIC PURPOSE FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PKWY FORT MYERS FL 33919 596173638 501(C) 13000 ART PROGRAM FORT MYERS COMMUNITY CONCERT ASSOC PO BOX 606 FORT MYERS FL 33902 591739068 501(C) 12087 GENERAL OP FORT MYERS-LEE CTY GARDEN COUNCIL 2166 VIRGINIA AVE FORT MYERS FL 33901 596174630 501(C) 9000 PROGRAM FRIENDS OF LAKE PARK REG LIBRARY 15290 BASS RD FORT MYERS FL 33919 650145488 501(C) 8000 PROGRAMS GEISINGER HEALTH SYSTEMS FD 100 NORTH ACADEMY AVE DANVILLE PA 17822 231995911 501(C) 60000 GEN/OP SUPPORT GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 5983 GENERAL OP GOODWILL INDUSTRIES OF SOUTHWEST FL 4940 BAYLINE DR NORTH FORT MYERS FL 33917 596196141 501(C) 220183 PROGRAM/OP SUPPORT GRACE COMMUNITY CENTER 4151 HANCOCK BRIDGE PKWY NORTH FORT MYERS FL 33903 262720721 501(C) 38093 PROGRAMS GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 11302 GENERAL OP GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 53352 PROGRAMS GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501(C) 84500 OP SUPPORT/MARKETING HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 87693 PROGRAMS HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C) 12349 PROGRAMS HIGHLANDS-CASHIERS HOSPITAL FD INC PO BOX 742 HIGHLANDS NC 28741 561165833 501(C) 25000 SPECIFIC PROG HOPE CLUBHOUSE OF SW FL 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501(C) 34893 PROGRAMS HOPE HOSPICE 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 15251 PROGRAMS HUMAN TRAFFICKING AWARENESS PTNSHP PO BOX 1113 SANIBEL FL 33957 300370679 501(C) 32000 PROGRAMS JEWISH FEDERATION OF LEE & CHAR CTY 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 26500 PROGRAMS LABELLE HIGH SCHOOL 4050 EAST COWBOY WAY LABELLE FL 33935 GOV 15000 PROGRAMS LABELLE ROTARY FD INC PO BOX 1466 LABELLE FL 33995 205996276 501(C) 10000 SPECIFIC PROG LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 18150 PROGRAMS LEE COUNTY PARKS & REC 3410 PALM BEACH BLVD FORT MYERS FL 33916 591773738 501(C) 10000 PROGRAMS LEE MEMORIAL HEALTH SYSTEM FOUNDATI PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 37381 PROGRAMS LEHIGH COMMUNITY SERVICE INC 201 PLAZA DR SUITE 103 LEHIGH ACRES FL 33936 591773738 501(C) 63675 GEN/OP SUPPORT LIBERTY YOUTH RANCH PO BOX 110718 NAPLES FL 34108 383674666 501(C) 22000 PROGRAMS LIGHTHOUSE OF SWFL INC 35 W MARIANA AVE NORT FORT MYERS FL 33903 591665257 501(C) 46892 PROGRAMS LITERACY COUNCIL GULF COAST INC PO BOX 2703 BONITA SPRINGS FL 34133 650153890 501(C) 42141 PROGRAMS MARION-POLK GLEANERS INC PO BOX 317 DALLAS OR 97338 930805665 501(C) 10000 SPECIFIC PROGRAM MASSACHUSETTS GENERAL HOSP 100 CAMBRIDGE STREET BOSTON MA 02114 041564655 501(C) 15000 GEN/OP SUPPORT NAPLES BOTANICAL GARDEN 4820 BAYSHORE DR NAPLES FL 34112 650511429 501(C) 21592 PROGRAMS NATIONAL PARKINSON FOUNDATION 1501 NORTHWEST NINTH AVE MIAMI FL 33136 590968031 501(C) 31806 RESEARCH NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501(C) 20000 GENERAL OP OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 9626 GENERAL OP OUR MOTHERS HOME OF SW FL 1801 S TAMIAMI TRAIL FORT MYERS FL 33908 650510103 501(C) 7500 GEN/OP SUPPORT PACE CENTER FOR GIRLS OF LEE COUNTY 3800 EVANS AVE FORT MYERS FL 33901 592414492 501(C) 12000 SPECIFIC PROG QUALITY OF LIFE CENTER OF SWFL PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 10500 GENERAL OP REDLANDS CHRISTIAN MIGRATION ASSOC 402 W MAIN STREET IMMOKALEE FL 34142 591221966 501(C) 30000 PROGRAMS RIVER DISTRICT ALLIANCE (FORT MYERS P O BOX 1686 FORT MYERS FL 33901 650542768 501(C) 15000 PROGRAMS SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C) 7000 PROGRAMS SHELL POINT VILLAGE RETIRE COMM 15000 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501(C) 16408 PROGRAM/GENERAL SANIBEL-CAPTIVA CONSERVATION FD 3333 SANIBEL-CAPTIVA RD SANIBEL FL 33957 591205087 501(C) 48800 SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 042121377 501(C) 5886 GENERAL OP SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501(C) 12500 GENERAL OP SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501(C) 40555 PROGRAM/OP SUPPORT SOUTHWEST WORKFORCE DEV BOARD 9530 MARKETPLACE RD 104 FORT MYERS FL 33912 501(C) 30000 GENERAL OP ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 501(C) 9637 GENERAL OP STORE TO DOOR OF OREGON PO BOX 4665 PORTLAND OR 97208 501(C) 10000 GEN/OP SUPPORT SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 33760 GENERAL OP TEEN CHALLENGE PO BOX 60802 FORT MYERS FL 33907 501(C) 10000 GEN/OP SUPPORT TEMPLE BETH - EL OF FORT MYERS 16225 WINKLER RD FORT MYERS FL 33908 591097143 501(C) 7034 SPECIFIC PROG THE COMMUNITY FD OF WEST NC 4 VANDERBILT PARK DR ASHEVILLE NC 28803 501(C) 10000 PROGRAMS THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS FL 33902 592637849 501(C) 58457 GEN/OP SUPPORT THE LAB SCHOOL OF WASHINGTON 4759 RESERVOIR RD NW WASHINGTON DC 20007 521261627 501(C) 85000 PROGRAMS THE LABORATORY THEATER OF FL PO BOX 344 FORT MYERS FL 33902 270526903 501(C) 51350 PROGRAMS THE MUSIC FD OF SW FL 13300-56 S CLEVELAND AVE FORT MYERS FL 33907 650264107 501(C) 6000 PROGRAMS THE NATIONS ASSN OF CHARITIES PO BOX 1060 FORT MYERS FL 33902 591840066 501(C) 7500 GEN/OP SUPPORT THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 21075 GENERAL OP THE STEVE RUMMLER HOPE FD PO BOX 24773 MINNEAPOLIS MN 55424 452903444 501(C) 25000 GENERAL OP THEATRE CONSPIRACY 10091 MCGREGOR BLVD FORT MYERS FL 33901 650569413 501(C) 10250 PROGRAM SUPPORT UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 15914 GENERAL OP UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 129001 PROGRAM/OP SUPPORT UNIVERSITY OF FLORIDA PO BOX 114050 S-113 GAINESVILLE FL 32611 590974739 501(C) 21070 GENERAL OP WGCU 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 5700 GEN/OP SUPPORT YOUNG ARTISTS AWARD INC PO BOX 152149 CAPE CORAL FL 33915 571231237 501(C) 10000 PROGRAMS YWCA OF GREATER CINCINNATI INC 898 WALNUT STREET CINCINNATI OH 45273 310537518 501(C) 10000 PROGRAMS ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 501(C) 10000 OPERATING SUPPORT MISC GRANTS 5000 AND UNDER 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 501(C) 272372 GENERAL OP /PROGRAM 262 ACADEMIC SCHOLARSHIPS 232 424732 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 165000 4950 11000 180950 X 1 2865 COMPARABLE SALES X 81 2688786 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 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 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