SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-10
- IRS object ID
- 201403149349301025
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T09:11:30-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 339191049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD E PENN | PersonNm |
| Person Title | CFO / COO | PersonTitleTxt |
| Phone | 2392745900 | PhoneNum |
| Signature | 2014-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATTI R HARDIN | PreparerPersonNm |
| PTIN | P00371840 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RONALD E PENN CFO COO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,223,421 | 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,545,963 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,235,847 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,756 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,506,528 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,015,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,492 | PYOtherRevenueAmt |
| CY Other Revenue | $30,378 | CYOtherRevenueAmt |
| PY Total Revenue | $6,093,739 | PYTotalRevenueAmt |
| CY Total Revenue | $11,282,132 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,105,534 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,880,060 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $650,611 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $929,607 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $433,522 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $826,180 | PYOtherExpensesAmt |
| CY Other Expenses | $1,051,597 | CYOtherExpensesAmt |
| PY Total Expenses | $5,582,325 | PYTotalExpensesAmt |
| CY Total Expenses | $4,861,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $511,414 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,420,868 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,750,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,538,189 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,784,424 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,661,037 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,966,021 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,877,152 | 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 | $2,558,329 | ExpenseAmt |
| Grant | $2,350,157 | GrantAmt |
| Revenue | $5,888,919 | 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 | $412,465 | ExpenseAmt |
| Grant | $287,561 | GrantAmt |
| Revenue | $289,716 | 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 | $291,441 | ExpenseAmt |
| Revenue | $69,968 | 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 FIRST INITIATIVE, FUTUREMAKERS, WAS FOCUSED ON GRADUATING HIGH SCHOOL SENIORS IN OUR 5-COUNTY AREA. WE INVITED NONPROFIT PARTNERS IN EACH COUNTY TO WORK WITH US AND TOGETHER WE DESIGNED AND EXECUTED A PROGRAM TO INCREASE THE NUMBER OF STUDENTS ACCESSING FEDERAL AID, PELL GRANTS AND SCHOLARSHIPS. THROUGH ONGOING MEETINGS AS A GROUP AND SHARING OF BEST PRACTICES FROM EACH PARTNER LED TO THE DEVELOPMENT OF SHARED GOALS - TO INCREASE THE NUMBER OF STUDENTS FILLING OUT THE ALL-IMPORTANT FAFSA FREE AID FOR STUDENTS. THE PARTNERS EMBARKED ON COMMUNICATIONS PROGRAMS, MENTORING SESSIONS AND WORKSHOPS. THE END RESULT FIVE OF THE EIGHT SCHOOLS IMPROVED THEIR FAFSA COMPLETION RATES AND FOUR WERE ABOVE THE STATE'S DECLINING 31.18 PERCENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $450,513 | ExpenseAmt |
| Grant | $242,342 | GrantAmt |
| Revenue | $1,987,244 | 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 | $450,513 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $242,342 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,987,244 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,712,748 | 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 | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 15 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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) | $157,500 | $0 | $5,787 |
| DAWN-MARIE DRISCOLL | ||||||
| IMMEDIATE PA | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH MAZURKIEWICZ JR | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| A SCOTT WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN L ERWIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HON ARCHIE B HAYWARD JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA K DOBBINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LARRY A HOBBS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBIE B ROEPSTORFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSTY WHITLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MYRA HALE WALTERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GUY WHITESMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH M BRAENDLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARREN ROBERTSHAW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG FOLK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GREEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GAMBA JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD L LELAND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAY THOMPSON | ||||||
| SEC/TREAS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDY ROBINSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN CONANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER HILL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD E PENN | ||||||
| CFO / COO | 50.00 | Yes (X) | $102,910 | $0 | $5,586 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $260,410 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,373 | 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 FLEMING | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3778 HANOVER STREET | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33901 | ZIPCode |
| 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 | $8,235,847 | AllOtherContributionsAmt |
| Noncash Contributions | $325,924 | NoncashContributionsAmt |
| Total Contributions | $8,235,847 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,048,029 | TotalRevenueColumnAmt |
| Exclusion | $3,048,029 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,906,967 | SecuritiesAmt |
| Other | $2,200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,939,089 | SecuritiesAmt |
| Other | $2,200 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$32,122 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,122 | TotalRevenueColumnAmt |
| Exclusion | -$32,122 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $30,378 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,378 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,378 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,282,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,378 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,015,907 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,434,073 | TotalAmt |
| Program Services | $2,434,073 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,987 | TotalAmt |
| Program Services | $445,987 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,562 | TotalAmt |
| Program Services | $114,168 | ProgramServicesAmt |
| Management And General | $109,530 | ManagementAndGeneralAmt |
| Fundraising | $69,864 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,812 | TotalAmt |
| Program Services | $202,157 | ProgramServicesAmt |
| Management And General | $193,945 | ManagementAndGeneralAmt |
| Fundraising | $123,710 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,211 | TotalAmt |
| Program Services | $4,749 | ProgramServicesAmt |
| Management And General | $4,556 | ManagementAndGeneralAmt |
| Fundraising | $2,906 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,228 | TotalAmt |
| Program Services | $14,137 | ProgramServicesAmt |
| Management And General | $19,441 | ManagementAndGeneralAmt |
| Fundraising | $8,650 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,794 | TotalAmt |
| Program Services | $24,032 | ProgramServicesAmt |
| Management And General | $23,056 | ManagementAndGeneralAmt |
| Fundraising | $14,706 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,895 | TotalAmt |
| Management And General | $3,895 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,500 | TotalAmt |
| Program Services | $12,639 | ProgramServicesAmt |
| Management And General | $12,126 | ManagementAndGeneralAmt |
| Fundraising | $7,735 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,538 | TotalAmt |
| Program Services | $49,884 | ProgramServicesAmt |
| Management And General | $129,700 | ManagementAndGeneralAmt |
| Fundraising | $19,954 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,982 | TotalAmt |
| Program Services | $170,321 | ProgramServicesAmt |
| Management And General | $15,610 | ManagementAndGeneralAmt |
| Fundraising | $27,051 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375 | TotalAmt |
| Fundraising | $375 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,524 | TotalAmt |
| Program Services | $31,703 | ProgramServicesAmt |
| Management And General | $30,418 | ManagementAndGeneralAmt |
| Fundraising | $19,403 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,711 | TotalAmt |
| Program Services | $29,832 | ProgramServicesAmt |
| Management And General | $28,622 | ManagementAndGeneralAmt |
| Fundraising | $18,257 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,346 | TotalAmt |
| Program Services | $38,637 | ProgramServicesAmt |
| Management And General | $37,066 | ManagementAndGeneralAmt |
| Fundraising | $23,643 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,626 | TotalAmt |
| Program Services | $2,503 | ProgramServicesAmt |
| Management And General | $3,627 | ManagementAndGeneralAmt |
| Fundraising | $5,496 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,862 | TotalAmt |
| Program Services | $5,162 | ProgramServicesAmt |
| Management And General | $14,097 | ManagementAndGeneralAmt |
| Fundraising | $4,603 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,680 | TotalAmt |
| Program Services | $24,766 | ProgramServicesAmt |
| Management And General | $23,759 | ManagementAndGeneralAmt |
| Fundraising | $15,155 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,055 | TotalAmt |
| Program Services | $6,633 | ProgramServicesAmt |
| Management And General | $6,363 | ManagementAndGeneralAmt |
| Fundraising | $4,059 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND PUBLICATION | $79,192 | $7,157 | $28,027 | $44,008 |
| SPECIAL EVENTS | $68,491 | $68,491 | ||
| RELATIONSHIPS | $36,496 | $14,243 | $150 | $22,103 |
| DUES & SUBSCRIPTIONS | $23,732 | $1,561 | $20,327 | $1,844 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,592 | TotalAmt |
| Program Services | $9,913 | ProgramServicesAmt |
| Management And General | $10,679 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,861,264 | TotalAmt |
| Program Services | $3,712,748 | ProgramServicesAmt |
| Management And General | $714,994 | ManagementAndGeneralAmt |
| Fundraising | $433,522 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,493 | BOYAmt |
| EOY | $412,556 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,194 | BOYAmt |
| EOY | $42,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $263,742 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,333 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,735 | BOYAmt |
| EOY | $161,409 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,817,452 | BOYAmt |
| EOY | $61,811,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,305,571 | BOYAmt |
| EOY | $20,110,279 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,750,445 | BOYAmt |
| EOY | $82,538,189 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,958 | BOYAmt |
| EOY | $28,408 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,279 | BOYAmt |
| EOY | $647,361 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,278,187 | BOYAmt |
| EOY | $4,985,268 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,784,424 | BOYAmt |
| EOY | $5,661,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,663,190 | BOYAmt |
| EOY | $59,631,498 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,017,831 | BOYAmt |
| EOY | $15,870,654 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,000 | BOYAmt |
| EOY | $1,375,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,966,021 | BOYAmt |
| EOY | $76,877,152 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,750,445 | BOYAmt |
| EOY | $82,538,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,420,868 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,884,079 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $813,332 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $792,852 | 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 | $4,077,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,025,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,166,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,545,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,235,847 | CurrentTaxYearAmt |
| Total | $23,050,397 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,077,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,025,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,166,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,545,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,235,847 | CurrentTaxYearAmt |
| Total | $23,050,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,634,324 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,416,073 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $955,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $937,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,030,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,158,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,048,029 | CurrentTaxYearAmt |
| Total | $7,129,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,179,587 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,378 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62270 | 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 | 86 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 352 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,712,769 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $6,523,078 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,100,814 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,779,246 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,714,963 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $53,196,114 | 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 | $10,850 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,337,685 | BeginningYearBalanceAmt |
| Contributions | $4,636,034 | ContributionsAmt |
| Investment Earnings Or Losses | $4,729,978 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,584,863 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $558,720 | AdministrativeExpensesAmt |
| End Year Balance | $33,560,114 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97310 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02690 | 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 | $46,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,206 | DepreciationAmt |
| Book Value | $31,391 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $206,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,127 | DepreciationAmt |
| Book Value | $119,168 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,850 | OtherCostOrOtherBasisAmt |
| Book Value | $10,850 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $161,409 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED GIFTS REC - CRTS | $14,292,481 |
| CONTRIBUTIONS RECEIVABLE | $3,609,878 |
| DEFERRED GIFTS REC - CGAS | $2,082,480 |
| LIFE INSURANCE - REMAINDER INTEREST | $125,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,110,279 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD AS AGENCY ACCOUNTS | $3,532,023 |
| ANNUITY OBLIGATIONS | $1,369,442 |
| FUNDS RESTRICTED FOR PROGRAMS | $83,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,985,268 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,751,877 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,884,079 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,281,260 | OtherRevenueAmt |
| Revenue Not Reported | $6,165,339 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,586,538 | RevenueSubtotalAmt |
| Other Revenues Not Included | $695,594 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $695,594 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,282,132 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,654,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,654,078 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $207,186 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $207,186 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,861,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE ARTWORK HAS BEEN DONATED BY LOCAL ARTISTS AND IS DISPLAYED FOR THE PURPOSE OF BUILDING COMMUNITY ARTS AWARENESS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY. |
| 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 PAST THREE TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY TAX JURISDICTION. 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 FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,281,260 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS 568,209 AGENCY FUND CONTRIBUTIONS 127,385 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,505 AGENCY FUND GRANTS 192,681 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (106 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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) | $27,000 | GEN/OPER SUPPORT |
| ALACHUA CONSERVATION TR INC | |||||||
| 7204 SE COUNTY ROAD 234 | GAINESVILLE | FL | 32641 | 592919630 | 501(C) | $10,000 | PROGRAM/OP SUP |
| ANIMAL REFUGE CENTERINC | |||||||
| P O BOX 6642 | FORT MYERS | FL | 33902 | 650057419 | 501(C) | $9,333 | GEN SUPPORT |
| ANIMAL REFUGE OF LABELLE INC | |||||||
| PO BOX 2441 | LABELLE | FL | 33935 | 650404638 | 501(C) | $5,187 | GENERAL OP |
| ARTFEST FORT MYERS INC | |||||||
| 2443 FIRST ST | FORT MYERS | FL | 33901 | 651119729 | 501(C) | $16,000 | OP/ PROGRAM SUPPORT |
| ARTS FOR ACT | |||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | 591864735 | 501(C) | $6,000 | PROGRAM |
| BAILEY-MATTHEWS SHELL MUSEUM | |||||||
| P O BOX 1580 | SANIBEL | FL | 33957 | 592775992 | 501(C) | $9,352 | 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) | $64,450 | GENERAL OP |
| BOBBY NICHOLS FIDDLESTICKS CHARITY | |||||||
| 15391 CANNONGATE DR | FORT MYERS | FL | 33912 | 043649766 | 501(C) | $5,500 | GEN OP/PROGRAM |
| CALOOSA HUMANE SOCIETY | |||||||
| P O BOX 2337 | LABELLE | FL | 33975 | 650759567 | 501(C) | $33,169 | GENERAL OP |
| CALOOSA NATURE CENTER & PLANETARIUM | |||||||
| 3450 ORTIZ AVE | FORT MYERS | FL | 33905 | 237090889 | 501(C) | $14,265 | GENERAL OP |
| CALVARY CHAPEL | |||||||
| 2401 WEST CYPRESS CREEK ROAD | FORT LAUDERDALE | FL | 33309 | 650879835 | 501(C) | $12,636 | GENERAL OP |
| CAPITVA CHAPEL BY THE SEA | |||||||
| PO BOX 162 | CAPTIVA | FL | 33924 | 596143042 | 501(C) | $11,058 | GENERAL OP |
| CARSON SCHOLARS FUND INC | |||||||
| 305 W CHESAPEAK AVENUE SUITE L-020 | TOWNSON | MD | 21204 | 521851346 | 501(C) | $20,250 | GENERAL OP |
| CENTER FOR THE ARTS | |||||||
| 26100 OLD 41 ROAD | BONITA SPRINGS | FL | 34135 | 650295085 | 501(C) | $34,200 | GENERAL OP |
| CHARLOTTE HARBOR ENVIRONMENTAL CNTR | |||||||
| 10941 BURNT STORE ROAD | PUNTA GORDA | FL | 33955 | 592853001 | 501(C) | $29,862 | PROGRAM |
| CHILDREN'S ADVOCACY CENTER OF SWFL | |||||||
| 3830 EVANS AVE | FORT MYERS | FL | 33901 | 650007620 | 501(C) | $64,231 | GENERAL OP |
| CHILDREN'S HEALTHCARE OF ATLANTA FD | |||||||
| 1577 NE EXPRESSWAY SUITE 113 | ATLANTA | GA | 30329 | 582367819 | 501(C) | $35,000 | MEMORIAL / SUPPORT |
| CHILDREN'S HOME SOCIETY OF FL | |||||||
| 1940 MARAVILLE AVE | FORT MYERS | FL | 33901 | 590192430 | 501(C) | $21,488 | GEN OP / PROGRAMS |
| 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) | $50,000 | PROGRAMS | |
| CLINIC FOR THE REHAB OF WILDLIFE | |||||||
| PO BOX 150 | SANIBEL | FL | 33957 | 237271040 | 501(C) | $10,605 | GENERAL OP |
| COMMUNITIES REACHING OUT INC | |||||||
| 908 NORTH GOLF DR | HOLLYWOOD | FL | 33021 | 651242772 | 501(C) | $9,577 | GENERAL OP |
| COMMUNITY COOPERATIVE MINISTRIES I | |||||||
| P O BOX 2143 | FORT MYERS | FL | 33902 | 592602772 | 501(C) | $5,655 | GENERAL OP |
| CONVENANT PRESBYTERIAN CHURCH | |||||||
| 2439 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 591150677 | 501(C) | $8,159 | OPERATING SUPPORT |
| DAVID LAWRENECE CENTER | |||||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | 592206025 | 501(C) | $5,500 | PROGRAMS |
| DING DARLING WILDLIFE SOCIETY INC | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | 592240895 | 501(C) | $10,000 | GENERAL OP |
| 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) | $61,000 | GENERAL OP |
| DRESS FOR SUCESS SW FLORIDA | |||||||
| 12995 SOUTH CLEVELAND AVE STE153 | FORT MYERS | FL | 33907 | 272177347 | 501(C) | $15,500 | PROGRAMS |
| EARLY LEARNING COALITION OF SWFL | |||||||
| 2675 WINKLER AVE SUITE 300 | FORT MYERS | FL | 33901 | 651144775 | 501(C) | $24,928 | PROGRAMS |
| EARTH SHINE INSTITUTE INC | |||||||
| 5249 SUMMERLIN COMMONS BLVD | FORT MYERS | FL | 33907 | 320042299 | 501(C) | $5,844 | GENERAL OP |
| ECHO INC | |||||||
| 17391 DURRANCE ROAD | NORTH FORT MYERS | FL | 33917 | 237275283 | 501(C) | $10,854 | PROGRAM SUPPORT |
| EDISON STATE COLLEGE FOUNDATION | |||||||
| 8099 COLLEGE PKWY | FORT MYERS | FL | 33919 | 596173638 | 501(C) | $10,000 | PROG / SCHOLARSHIPS |
| EDUCATION FOUNDATION OF COLLIER CTY | |||||||
| 3606 ENTERPRISE AVE STE 150 | NAPLES | FL | 34104 | 650230582 | 501(C) | $33,750 | GENERAL OP |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 3000 ORANGE BLOSSOM DR | NAPLES | FL | 34109 | 440610626 | 501(C) | $8,000 | PROGRAMS |
| FLORIDA ARTS INC | |||||||
| 2301 FIRST STREET | FORT MYERS | FL | 33901 | 311536036 | 501(C) | $18,000 | PROGRAM |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | $21,852 | GENERAL OP |
| FLORIDA LIONS CONKLIN CENTER FOR TH | |||||||
| 405 WHITE ST | DAYTONA BEACH | FL | 32114 | 237377066 | 501(C) | $5,508 | GENERAL OP |
| FLORIDA NEXT FOUNDATION INC | |||||||
| PO BOX 3178 | TAMPA | FL | 33601 | 800729815 | 501(C) | $25,000 | GENERAL OP |
| FLORIDA REPERTORY THEATRE | |||||||
| P O BOX 2483 | FORT MYERS | FL | 33902 | 650827621 | 501(C) | $18,000 | GENERAL OP |
| FORT MYERS COMMUNITY CONCERT ASSOC | |||||||
| PO BOX 606 | FORT MYERS | FL | 33902 | 591739068 | 501(C) | $11,689 | GENERAL OP |
| FRIENDS OF BAREFOOT BEACH PRESERVE | |||||||
| PO BOX 564 | BONITA SPRINGS | FL | 34133 | 521755616 | 501(C) | $11,000 | GENERAL OP |
| FRIENDS OF LAKE PARK REG LIBRARY | |||||||
| 15290 BASS RD | FORT MYERS | FL | 33919 | 650145488 | 501(C) | $7,500 | PROGRAMS |
| GLADIOLUS LEARNING & DEVEL CNTR | |||||||
| 10320 GLADIOLUS DR | FORT MYERS | FL | 33908 | 237378076 | 501(C) | $5,807 | GENERAL OP |
| GOODWILL INDUSTRIES OF SOUTHWEST FL | |||||||
| 4940 BAYLINE DR | NORTH FORT MYERS | FL | 33917 | 596196141 | 501(C) | $82,761 | PROGRAM/OP SUPPORT |
| GRACE COMMUNITY CENTER | |||||||
| 4151 HANCOCK BRIDGE PKWY | NORTH FORT MYERS | FL | 33903 | 262720721 | 501(C) | $30,000 | PROGRAMS |
| GUADALUPE CENTER INC | |||||||
| 505 HOPE CIRCLE | IMMOKALEE | FL | 34142 | 592617151 | 501(C) | $11,030 | GENERAL OP |
| GULF COAST HUMANE SOCIETY INC | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | 590806978 | 501(C) | $37,333 | GENERAL OP |
| GULF COAST SYMPHONY | |||||||
| P O BOX 60878 | FORT MYERS | FL | 33906 | 650666748 | 501(C) | $20,000 | OP SUPPORT/MARKETING |
| GULFCOAST DANCE INC | |||||||
| PO BOX 1593 | FORT MYERS | FL | 33902 | 591735239 | 501(C) | $20,000 | GENERAL OP |
| HABITAT FOR HUMANITY OF LEE COUNTY | |||||||
| 1288 NORTH TAMIAMI TRAIL | NORTH FORT MYERS | FL | 33903 | 592236174 | 501(C) | $79,276 | GENERAL OP |
| HARRY CHAPIN FOOD BANK OF SW FLORID | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | 592332120 | 501(C) | $23,995 | PROGRAMS |
| HEALTHY START COALITION OF SWFL | |||||||
| 1921 JEFFERSON AVE | FORT MYERS | FL | 33908 | 650378720 | 501(C) | $17,182 | PROGRAMS |
| HEIGHTS FOUNDATION INC | |||||||
| 15570 HAIGE DR | FORT MYERS | FL | 33908 | 651003872 | 501(C) | $49,000 | PROGRAMS |
| HIGHLANDS-CASHIERS HOSPITAL FD INC | |||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | 561165833 | 501(C) | $50,000 | ENDOWMENT FD |
| HIGHLANDS-CASHIERS HOSPITAL FD INC | |||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | 561165833 | 501(C) | $15,000 | PROGRAMS / MEMORIALS |
| HOLY TRINITY HIGH SCHOOL | |||||||
| 1443 WEST DIVISION ST | CHICAGO | IL | 60642 | 362431052 | 501(C) | $25,000 | GEN/OP SUPPORT |
| HOPE HEALTHCARE SERVICES | |||||||
| 9470 HEALTHPARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | 501(C) | $36,097 | COMM IMPACT/PROG |
| HUMAN TRAFFICKING AWARENESS PTNSHP | |||||||
| PO BOX 1113 | SANIBEL | FL | 33957 | 300370679 | 501(C) | $20,000 | PROGRAMS |
| JEWISH FEDERATION OF LEE & CHAR CTY | |||||||
| 9701 COMMERCE CENTER COURT | FORT MYERS | FL | 33908 | 592668992 | 501(C) | $6,519 | GEN/OP SUPPORT |
| JUNIOR ACHIEVEMENT OF SWFL | |||||||
| 9530 MARKETPLACE PD | FORT MYERS | FL | 33912 | 650503084 | 501(C) | $13,480 | PROGRAMS |
| LABELLE HIGH SCHOOL | |||||||
| 4050 EAST COWBOY WAY | LABELLE | FL | 33935 | GOV | $15,000 | PROGRAMS | |
| LABELLE MIDDLE SCHOOL | |||||||
| 8000 EAST COWBOY WAY | LABELLE | FL | 33935 | 599000641 | GOV | $5,400 | PROGRAMS |
| LEE COUNTY ALLIANCE FOR THE ARTS | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 510182649 | 501(C) | $22,243 | PROGRAMS |
| LEE COUNTY ARTIFICIAL REEF ASSOC | |||||||
| PO BOX 1121 | SANIBEL | FL | 33957 | 650942095 | 501(C) | $12,500 | PROGRAMS |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATI | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | 650645343 | 501(C) | $18,000 | PROGRAMS |
| LEE TRUST FOR HISTORIC PRESERVATION | |||||||
| PO BOX 1035 | FORT MYERS | FL | 33902 | 650391695 | 501(C) | $12,500 | PROGRAMS |
| 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) | $5,304 | PROGRAMS |
| LITERACY COUNCIL GULF COAST INC | |||||||
| PO BOX 2703 | BONITA SPRINGS | FL | 34133 | 650153890 | 501(C) | $33,084 | PROGRAMS |
| MUSEUM OF NEW JERSEY MARITIME HIST | |||||||
| 528 DOCK RD | BEACH HAVEN | NJ | 08008 | 760730192 | 501(C) | $10,200 | PROGRAMS |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | 650511429 | 501(C) | $15,100 | PROGRAMS |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 1501 NORTHWEST NINTH AVE | MIAMI | FL | 33136 | 590968031 | 501(C) | $30,760 | RESEARCH |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||||
| PO BOX 111833 | NAPLES | FL | 34108 | 113678086 | 501(C) | $34,150 | GENERAL OP |
| OCTAGON SEQUENCE OF EIGHT INC | |||||||
| 41660 HORSESHOE ROAD | PUNTA GORDA | FL | 33982 | 592298305 | 501(C) | $9,334 | GENERAL OP |
| PACE CENTER FOR GIRLS OF LEE COUNTY | |||||||
| 3800 EVANS AVE | FORT MYERS | FL | 33901 | 592414492 | 501(C) | $25,373 | CAPITAL/GENERAL OP |
| PAWS LEE COUNTY INC | |||||||
| 13410 N CLEVELAND AVE | NORTH FORT MYERS | FL | 33903 | 943467822 | 501(C) | $19,776 | PROGRAMS |
| PINE MANOR IMPROVEMENT ASSOC INC | |||||||
| PO BOX 61464 | FORT MYERS | FL | 33906 | 650133208 | 501(C) | $41,258 | PROGRAMS |
| QUALITY OF LIFE CENTER OF SWFL | |||||||
| PO BOX 1290 | FORT MYERS | FL | 33901 | 650321309 | 501(C) | $20,200 | CAPITAL / GENERAL OP |
| REDLANDS CHRISTIAN MIGRATION ASSOC | |||||||
| 402 W MAIN STREET | IMMOKALEE | FL | 34142 | 591221966 | 501(C) | $27,708 | 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) | $12,000 | PROGRAMS |
| SHELL POINT VILLAGE RETIRE COMM | |||||||
| 15000 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C) | $14,782 | PROGRAM/GENERAL |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 12502 PINE DRIVE | TAMPA | FL | 33612 | 042121377 | 501(C) | $5,712 | GENERAL OP |
| SOUTHWEST FLORIDA ATTRACTIONS ASSOC | |||||||
| PO BOX 60702 | FORT MYERS | FL | 33906 | 650618123 | 501(C) | $7,000 | GENERAL OP |
| SOUTHWEST FLORIDA REGIONAL PLANNING | |||||||
| 1926 VICTORIA AVE | FORT MYERS | FL | 33901 | 501(C) | $15,000 | PROGRAMS | |
| SOUTHWEST FLORIDA SYMPHONY | |||||||
| 12651 MCGREGOR BLVD UNIT 4-403 | FORT MYERS | FL | 33919 | 591350404 | 501(C) | $46,806 | PROGRAM/OP SUPPORT |
| SOUTHWEST WORKFORCE DEV BOARD | |||||||
| 9530 MARKETPLACE RD 104 | FORT MYERS | FL | 33912 | 501(C) | $25,500 | GENERAL OP | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 2635 CLEVELAND AVENUE | FORT MYERS | FL | 33901 | 501(C) | $9,352 | GENERAL OP | |
| SWFL COUNCIL INC BOY SCOUTS OF A | |||||||
| 1801 BOY SCOUT DR | FORT MYERS | FL | 33907 | 591150488 | 501(C) | $32,778 | GENERAL OP |
| THE COMMUNITY FOUNDATION OF WESTERN | |||||||
| P O BOX 1888 | ASHEVILLE | NC | 28802 | 561223384 | 501(C) | $10,000 | PROGRAM |
| THE FOUNDATION FOR LEE COUNTY PUBLI | |||||||
| P O BOX 1608 | FORT MYERS | FL | 33902 | 592637849 | 501(C) | $139,166 | PROGRAM/OP SUPPORT |
| THE NATIONS ASSOC CHARITIES INC | |||||||
| PO BOX 1060 | FORT MYERS | FL | 33902 | 591840066 | 501(C) | $7,936 | GENERAL OP |
| THE SALVATION ARMY OF LEE HENDRY | |||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 580660607 | 501(C) | $64,158 | GENERAL OP |
| THE STEVE RUMMLER HOPE FD | |||||||
| PO BOX 24773 | MINNEAPOLIS | MN | 55424 | 452903444 | 501(C) | $25,000 | GENERAL OP |
| THE WOMEN'S FUND OF SWFL INC | |||||||
| 27320 HIDDEN RIVER COURT | BONITA SPRINGS | FL | 34134 | 452514055 | 501(C) | $8,000 | GENERAL OP |
| THEATRE CONSPIRACY | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 650569413 | 501(C) | $10,000 | PROGRAM SUPPORT |
| UNCOMMON FRIENDS FOUNDATION | |||||||
| PO BOX 811 | FORT MYERS | FL | 33902 | 650490124 | 501(C) | $10,816 | GENERAL OP |
| UNITED WAY OF LEE HENDRY & GLA | |||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | 591005169 | 501(C) | $80,367 | PROGRAM/OP SUPPORT |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 114050 S-113 | GAINESVILLE | FL | 32611 | 590974739 | 501(C) | $22,700 | GENERAL OP |
| WAKE UP AMERICA OF SWFL INC | |||||||
| PO BOX 1654 | FORT MYERS | FL | 33902 | 650997803 | 501(C) | $10,000 | GENERAL OP |
| YOUNG ARTISTS AWARD INC | |||||||
| PO BOX 152149 | CAPE CORAL | FL | 33915 | 571231237 | 501(C) | $12,500 | 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) | $71,228 | GENERAL OP /PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 107 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ACADEMIC SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 112 | RecipientCnt |
| Cash Grant | $445,987 | 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 | false | 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 | $157,500 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $5,787 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $163,287 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE CEO'S REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD APPROVED PAYING THE SOCIAL DUES AT A COUNTRY CLUB FOR USE BY THE CEO FOR DONOR RELATIONSHIP MEETINGS AND FOUNDATION EVENTS. | ExplanationTxt |
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 | $2,700 | 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 | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $323,224 | 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 SEI INVESTMENTS, INC., 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 | PARTNER LED TO THE DEVELOPMENT OF SHARED GOALS - TO INCREASE THE NUMBER OF STUDENTS FILLING OUT THE ALL-IMPORTANT FAFSA FREE AID FOR STUDENTS. THE PARTNERS EMBARKED ON COMMUNICATIONS PROGRAMS, MENTORING SESSIONS AND WORKSHOPS. THE END RESULT FIVE OF THE EIGHT SCHOOLS IMPROVED THEIR FAFSA COMPLETION RATES AND FOUR WERE ABOVE THE STATE'S DECLINING 31.18 PERCENT. |
| 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 THE TOP TEN FOUNDATIONS IN FLORIDA, AND OTHER FOUNDATIONS' FORM 990S. |
| 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 THE TOP TEN FOUNDATIONS IN FLORIDA, AND 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, 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 INTEREST AGMT & REMAINDER INT VALUES 1,281,260 UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -568,209 AGENCY FUND CONTRIBUTIONS -127,385 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,505 AGENCY FUND GRANTS 192,681 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DisregardedEntityName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 |
Comments