2014-11-10T09:11:30-06:00 2014-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191049 990 2013-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 RONALD E PENN CFO / COO 2392745900 2014-10-25 true PATTI R HARDIN P00371840 2399392233 2014-11-10 2013 2015-11-30 17:44:51Z RONALD E PENN CFO COO 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 21223421 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. 21 21 15 100 0 4545963 8235847 4756 0 1506528 3015907 36492 30378 6093739 11282132 4105534 2880060 0 650611 929607 0 433522 826180 1051597 5582325 4861264 511414 6420868 69750445 82538189 5784424 5661037 63966021 76877152 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 2558329 2350157 5888919 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. 412465 287561 289716 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.). 291441 69968 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. 450513 242342 1987244 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. 450513 242342 1987244 3712748 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 40 0 true 15 true false false false false false true true false false false false false false false X 21 21 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 157500 0 5787 DAWN-MARIE DRISCOLL IMMEDIATE PA 3.00 X X 0 0 0 JOSEPH MAZURKIEWICZ JR CHAIR 3.00 X X 0 0 0 A SCOTT WHITE TRUSTEE 1.00 X 0 0 0 KEVIN L ERWIN TRUSTEE 1.00 X 0 0 0 HON ARCHIE B HAYWARD JR TRUSTEE 1.00 X 0 0 0 PATRICIA K DOBBINS TRUSTEE 1.00 X 0 0 0 DR LARRY A HOBBS TRUSTEE 1.00 X 0 0 0 ROBBIE B ROEPSTORFF TRUSTEE 1.00 X 0 0 0 RUSTY WHITLEY TRUSTEE 1.00 X 0 0 0 MYRA HALE WALTERS TRUSTEE 1.00 X 0 0 0 GUY WHITESMAN TRUSTEE 1.00 X 0 0 0 DEBORAH M BRAENDLE TRUSTEE 1.00 X 0 0 0 DARREN ROBERTSHAW TRUSTEE 1.00 X 0 0 0 CRAIG FOLK TRUSTEE 1.00 X 0 0 0 CHARLES GREEN TRUSTEE 1.00 X 0 0 0 JOHN GAMBA JR TRUSTEE 1.00 X 0 0 0 HOWARD L LELAND TRUSTEE 1.00 X 0 0 0 GAY THOMPSON SEC/TREAS 3.00 X X 0 0 0 SANDY ROBINSON TRUSTEE 1.00 X 0 0 0 CAROLYN CONANT TRUSTEE 1.00 X 0 0 0 CHRISTOPHER HILL TRUSTEE 1.00 X 0 0 0 RONALD E PENN CFO / COO 50.00 X 102910 0 5586 260410 11373 2 false true false DAVID FLEMING 3778 HANOVER STREET FORT MYERS FL 33901 STRAT PLAN/PRGM 120000 1 8235847 325924 8235847 3048029 3048029 9906967 2200 9939089 2200 -32122 -32122 -32122 MISCELLANEOUS INCOME 30378 30378 30378 11282132 30378 3015907 2434073 2434073 445987 445987 293562 114168 109530 69864 519812 202157 193945 123710 12211 4749 4556 2906 42228 14137 19441 8650 61794 24032 23056 14706 3895 3895 32500 12639 12126 7735 199538 49884 129700 19954 212982 170321 15610 27051 375 375 81524 31703 30418 19403 76711 29832 28622 18257 99346 38637 37066 23643 11626 2503 3627 5496 23862 5162 14097 4603 63680 24766 23759 15155 17055 6633 6363 4059 PRINTING AND PUBLICATION 79192 7157 28027 44008 SPECIAL EVENTS 68491 68491 RELATIONSHIPS 36496 14243 150 22103 DUES & SUBSCRIPTIONS 23732 1561 20327 1844 20592 9913 10679 4861264 3712748 714994 433522 432493 412556 44194 42257 263742 102333 150735 161409 51817452 61811688 17305571 20110279 69750445 82538189 31958 28408 474279 647361 5278187 4985268 5784424 5661037 X 48663190 59631498 14017831 15870654 1285000 1375000 63966021 76877152 69750445 82538189 6420868 4884079 813332 792852 X false true X true false X 4077397 1025144 5166046 4545963 8235847 23050397 4077397 1025144 5166046 4545963 8235847 23050397 4634324 18416073 955337 937278 1030064 1158482 3048029 7129190 30179587 30378 0.61020 0.62270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86 352 1712769 6523078 1100814 1779246 8714963 53196114 true true 10850 X X ARTIST RECOGNITION PROG. false 42077341 4974870 6989989 1976568 932051 51133580 37948917 2813247 4581267 2433680 832410 42077341 36751971 3526875 622679 2188320 764288 37948917 33560114 1053660 5898315 3006248 753870 36751971 27337685 4636034 4729978 2584863 558720 33560114 0.97310 0.02690 false false 46597 15206 31391 206295 87127 119168 10850 10850 161409 DEFERRED GIFTS REC - CRTS 14292481 CONTRIBUTIONS RECEIVABLE 3609878 DEFERRED GIFTS REC - CGAS 2082480 LIFE INSURANCE - REMAINDER INTEREST 125440 20110279 FUNDS HELD AS AGENCY ACCOUNTS 3532023 ANNUITY OBLIGATIONS 1369442 FUNDS RESTRICTED FOR PROGRAMS 83803 4985268 X 16751877 4884079 1281260 6165339 10586538 695594 695594 11282132 4654078 4654078 207186 207186 4861264 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 true 4KIDS OF SOUTHWEST FLORIDA INC 827 S STATE RD FORT LAUDERDALE FL 33068 611416525 501(C) 27000 GEN/OPER SUPPORT ALACHUA CONSERVATION TR INC 7204 SE COUNTY ROAD 234 GAINESVILLE FL 32641 592919630 501(C) 10000 PROGRAM/OP SUP ANIMAL REFUGE CENTERINC P O BOX 6642 FORT MYERS FL 33902 650057419 501(C) 9333 GEN SUPPORT ANIMAL REFUGE OF LABELLE INC PO BOX 2441 LABELLE FL 33935 650404638 501(C) 5187 GENERAL OP ARTFEST FORT MYERS INC 2443 FIRST ST FORT MYERS FL 33901 651119729 501(C) 16000 OP/ PROGRAM SUPPORT ARTS FOR ACT PO BOX 60401 FORT MYERS FL 33906 591864735 501(C) 6000 PROGRAM BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL FL 33957 592775992 501(C) 9352 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) 64450 GENERAL OP BOBBY NICHOLS FIDDLESTICKS CHARITY 15391 CANNONGATE DR FORT MYERS FL 33912 043649766 501(C) 5500 GEN OP/PROGRAM CALOOSA HUMANE SOCIETY P O BOX 2337 LABELLE FL 33975 650759567 501(C) 33169 GENERAL OP CALOOSA NATURE CENTER & PLANETARIUM 3450 ORTIZ AVE FORT MYERS FL 33905 237090889 501(C) 14265 GENERAL OP CALVARY CHAPEL 2401 WEST CYPRESS CREEK ROAD FORT LAUDERDALE FL 33309 650879835 501(C) 12636 GENERAL OP CAPITVA CHAPEL BY THE SEA PO BOX 162 CAPTIVA FL 33924 596143042 501(C) 11058 GENERAL OP CARSON SCHOLARS FUND INC 305 W CHESAPEAK AVENUE SUITE L-020 TOWNSON MD 21204 521851346 501(C) 20250 GENERAL OP CENTER FOR THE ARTS 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501(C) 34200 GENERAL OP CHARLOTTE HARBOR ENVIRONMENTAL CNTR 10941 BURNT STORE ROAD PUNTA GORDA FL 33955 592853001 501(C) 29862 PROGRAM CHILDREN'S ADVOCACY CENTER OF SWFL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501(C) 64231 GENERAL OP CHILDREN'S HEALTHCARE OF ATLANTA FD 1577 NE EXPRESSWAY SUITE 113 ATLANTA GA 30329 582367819 501(C) 35000 MEMORIAL / SUPPORT CHILDREN'S HOME SOCIETY OF FL 1940 MARAVILLE AVE FORT MYERS FL 33901 590192430 501(C) 21488 GEN OP / PROGRAMS 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) 50000 PROGRAMS CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 10605 GENERAL OP COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 9577 GENERAL OP COMMUNITY COOPERATIVE MINISTRIES I P O BOX 2143 FORT MYERS FL 33902 592602772 501(C) 5655 GENERAL OP CONVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C) 8159 OPERATING SUPPORT DAVID LAWRENECE CENTER 6075 BATHEY LANE NAPLES FL 34116 592206025 501(C) 5500 PROGRAMS DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL FL 33957 592240895 501(C) 10000 GENERAL OP 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) 61000 GENERAL OP DRESS FOR SUCESS SW FLORIDA 12995 SOUTH CLEVELAND AVE STE153 FORT MYERS FL 33907 272177347 501(C) 15500 PROGRAMS EARLY LEARNING COALITION OF SWFL 2675 WINKLER AVE SUITE 300 FORT MYERS FL 33901 651144775 501(C) 24928 PROGRAMS EARTH SHINE INSTITUTE INC 5249 SUMMERLIN COMMONS BLVD FORT MYERS FL 33907 320042299 501(C) 5844 GENERAL OP ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501(C) 10854 PROGRAM SUPPORT EDISON STATE COLLEGE FOUNDATION 8099 COLLEGE PKWY FORT MYERS FL 33919 596173638 501(C) 10000 PROG / SCHOLARSHIPS EDUCATION FOUNDATION OF COLLIER CTY 3606 ENTERPRISE AVE STE 150 NAPLES FL 34104 650230582 501(C) 33750 GENERAL OP FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DR NAPLES FL 34109 440610626 501(C) 8000 PROGRAMS FLORIDA ARTS INC 2301 FIRST STREET FORT MYERS FL 33901 311536036 501(C) 18000 PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 21852 GENERAL OP FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C) 5508 GENERAL OP FLORIDA NEXT FOUNDATION INC PO BOX 3178 TAMPA FL 33601 800729815 501(C) 25000 GENERAL OP FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501(C) 18000 GENERAL OP FORT MYERS COMMUNITY CONCERT ASSOC PO BOX 606 FORT MYERS FL 33902 591739068 501(C) 11689 GENERAL OP FRIENDS OF BAREFOOT BEACH PRESERVE PO BOX 564 BONITA SPRINGS FL 34133 521755616 501(C) 11000 GENERAL OP FRIENDS OF LAKE PARK REG LIBRARY 15290 BASS RD FORT MYERS FL 33919 650145488 501(C) 7500 PROGRAMS GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 5807 GENERAL OP GOODWILL INDUSTRIES OF SOUTHWEST FL 4940 BAYLINE DR NORTH FORT MYERS FL 33917 596196141 501(C) 82761 PROGRAM/OP SUPPORT GRACE COMMUNITY CENTER 4151 HANCOCK BRIDGE PKWY NORTH FORT MYERS FL 33903 262720721 501(C) 30000 PROGRAMS GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 11030 GENERAL OP GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 37333 GENERAL OP GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501(C) 20000 OP SUPPORT/MARKETING GULFCOAST DANCE INC PO BOX 1593 FORT MYERS FL 33902 591735239 501(C) 20000 GENERAL OP HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 79276 GENERAL OP HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C) 23995 PROGRAMS HEALTHY START COALITION OF SWFL 1921 JEFFERSON AVE FORT MYERS FL 33908 650378720 501(C) 17182 PROGRAMS HEIGHTS FOUNDATION INC 15570 HAIGE DR FORT MYERS FL 33908 651003872 501(C) 49000 PROGRAMS HIGHLANDS-CASHIERS HOSPITAL FD INC PO BOX 742 HIGHLANDS NC 28741 561165833 501(C) 50000 ENDOWMENT FD HIGHLANDS-CASHIERS HOSPITAL FD INC PO BOX 742 HIGHLANDS NC 28741 561165833 501(C) 15000 PROGRAMS / MEMORIALS HOLY TRINITY HIGH SCHOOL 1443 WEST DIVISION ST CHICAGO IL 60642 362431052 501(C) 25000 GEN/OP SUPPORT HOPE HEALTHCARE SERVICES 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 36097 COMM IMPACT/PROG HUMAN TRAFFICKING AWARENESS PTNSHP PO BOX 1113 SANIBEL FL 33957 300370679 501(C) 20000 PROGRAMS JEWISH FEDERATION OF LEE & CHAR CTY 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 6519 GEN/OP SUPPORT JUNIOR ACHIEVEMENT OF SWFL 9530 MARKETPLACE PD FORT MYERS FL 33912 650503084 501(C) 13480 PROGRAMS LABELLE HIGH SCHOOL 4050 EAST COWBOY WAY LABELLE FL 33935 GOV 15000 PROGRAMS LABELLE MIDDLE SCHOOL 8000 EAST COWBOY WAY LABELLE FL 33935 599000641 GOV 5400 PROGRAMS LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 22243 PROGRAMS LEE COUNTY ARTIFICIAL REEF ASSOC PO BOX 1121 SANIBEL FL 33957 650942095 501(C) 12500 PROGRAMS LEE MEMORIAL HEALTH SYSTEM FOUNDATI PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 18000 PROGRAMS LEE TRUST FOR HISTORIC PRESERVATION PO BOX 1035 FORT MYERS FL 33902 650391695 501(C) 12500 PROGRAMS 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) 5304 PROGRAMS LITERACY COUNCIL GULF COAST INC PO BOX 2703 BONITA SPRINGS FL 34133 650153890 501(C) 33084 PROGRAMS MUSEUM OF NEW JERSEY MARITIME HIST 528 DOCK RD BEACH HAVEN NJ 08008 760730192 501(C) 10200 PROGRAMS NAPLES BOTANICAL GARDEN 4820 BAYSHORE DR NAPLES FL 34112 650511429 501(C) 15100 PROGRAMS NATIONAL PARKINSON FOUNDATION 1501 NORTHWEST NINTH AVE MIAMI FL 33136 590968031 501(C) 30760 RESEARCH NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501(C) 34150 GENERAL OP OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 9334 GENERAL OP PACE CENTER FOR GIRLS OF LEE COUNTY 3800 EVANS AVE FORT MYERS FL 33901 592414492 501(C) 25373 CAPITAL/GENERAL OP PAWS LEE COUNTY INC 13410 N CLEVELAND AVE NORTH FORT MYERS FL 33903 943467822 501(C) 19776 PROGRAMS PINE MANOR IMPROVEMENT ASSOC INC PO BOX 61464 FORT MYERS FL 33906 650133208 501(C) 41258 PROGRAMS QUALITY OF LIFE CENTER OF SWFL PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 20200 CAPITAL / GENERAL OP REDLANDS CHRISTIAN MIGRATION ASSOC 402 W MAIN STREET IMMOKALEE FL 34142 591221966 501(C) 27708 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) 12000 PROGRAMS SHELL POINT VILLAGE RETIRE COMM 15000 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501(C) 14782 PROGRAM/GENERAL SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 042121377 501(C) 5712 GENERAL OP SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501(C) 7000 GENERAL OP SOUTHWEST FLORIDA REGIONAL PLANNING 1926 VICTORIA AVE FORT MYERS FL 33901 501(C) 15000 PROGRAMS SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501(C) 46806 PROGRAM/OP SUPPORT SOUTHWEST WORKFORCE DEV BOARD 9530 MARKETPLACE RD 104 FORT MYERS FL 33912 501(C) 25500 GENERAL OP ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 501(C) 9352 GENERAL OP SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 32778 GENERAL OP THE COMMUNITY FOUNDATION OF WESTERN P O BOX 1888 ASHEVILLE NC 28802 561223384 501(C) 10000 PROGRAM THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS FL 33902 592637849 501(C) 139166 PROGRAM/OP SUPPORT THE NATIONS ASSOC CHARITIES INC PO BOX 1060 FORT MYERS FL 33902 591840066 501(C) 7936 GENERAL OP THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 64158 GENERAL OP THE STEVE RUMMLER HOPE FD PO BOX 24773 MINNEAPOLIS MN 55424 452903444 501(C) 25000 GENERAL OP THE WOMEN'S FUND OF SWFL INC 27320 HIDDEN RIVER COURT BONITA SPRINGS FL 34134 452514055 501(C) 8000 GENERAL OP THEATRE CONSPIRACY 10091 MCGREGOR BLVD FORT MYERS FL 33901 650569413 501(C) 10000 PROGRAM SUPPORT UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 10816 GENERAL OP UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 80367 PROGRAM/OP SUPPORT UNIVERSITY OF FLORIDA PO BOX 114050 S-113 GAINESVILLE FL 32611 590974739 501(C) 22700 GENERAL OP WAKE UP AMERICA OF SWFL INC PO BOX 1654 FORT MYERS FL 33902 650997803 501(C) 10000 GENERAL OP YOUNG ARTISTS AWARD INC PO BOX 152149 CAPE CORAL FL 33915 571231237 501(C) 12500 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) 71228 GENERAL OP /PROGRAM 107 ACADEMIC SCHOLARSHIPS 112 445987 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 false true X X X X false false false false false false false false false SARAH OWEN PRESIDENT / CEO 157500 5787 163287 SCHEDULE J, PAGE 1, PART I, LINE 1B 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. X 1 2700 COMPARABLE SALES X 26 323224 FMV ON DATE OF TRANSFER false true true SCHEDULE M, PAGE 1, PART I, LINE 32B 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. 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 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