CHARLOTTE COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE COMMUNITY FOUNDATION INC (EIN 65-0455319)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-17
- IRS object ID
- 201312609349300516
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-17T11:57:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBB LORAH & COMPANY PL CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 WEST MARION AVE UNIT 115 | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650455319 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 9416370077 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 SULLIVAN STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 114 | AddressLine2 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RON OLSEN | Name |
| Title | TREASURER | Title |
| Phone | 9416370077 | Phone |
| Date Signed | 2013-09-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEOFFREY L LORAH | Name |
| Phone | 9416378884 | Phone |
| Date Prepared | 2013-09-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RONALD L OLSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 W OLYMPIA AVE | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3854558 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHARLOTTECOMMUNITYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE CHARLOTTE COMMUNITY FOUNDATION EXISTS TO ENHANCE THE QUALITY OF LIFE IN CHARLOTTE COUNTY. OUR MISSION IS TO ADVANCE THE COMMON GOOD BY NURTURING A GIVING COMMUNITY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2014559 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 166363 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 194793 | InvestmentIncomePriorYear |
| Investment Income Current Year | 249186 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37639 | OtherRevenuePriorYear |
| Other Revenue Current Year | 51270 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2246991 | TotalRevenuePriorYear |
| Total Revenue Current Year | 466819 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 200576 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1120497 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 196441 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 255940 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 24016 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 235377 | OtherExpensePriorYear |
| Other Expenses Current Year | 234958 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 632394 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1611395 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1614597 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1144576 | RevenuesLessExpensesCY |
| Total Assets BOY | 5973782 | TotalAssetsBOY |
| Total Assets EOY | 4833742 | TotalAssetsEOY |
| Total Liabilities BOY | 8261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15427 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5965521 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4818315 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CHARLOTTE COMMUNITY FOUNDATION EXISTS TO ENHANCE THE QUALITY OF LIFE IN CHARLOTTE COUNTY. OUR MISSION IS TO ADVANCE THE COMMON GOOD BY NURTURING A GIVING COMMUNITY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1102497 | Expense |
| Grants | 1102497 | Grants |
| Description | AS A FACILITATOR OF PHILANTHROPY, THE CHARLOTTE COMMUNITY FOUNDATION (CCF) IS SHIFTING ITS APPROACH IN GRANT MAKING. THE AIM IS TO INVEST IN ORGANIZ- ATIONS THAT DEMONSTRATE EFFECTIVENESS AND PROJECTS THAT MAKE THE GREATEST POSITIVE IMPACT POSSIBLE, SO TRANSFORMATIVE INVESTMENTS WILL CHANGE THE WAY BUSINESS IS USUALLY CONDUCTED AND WILL RESULT IN MORE SIGNIFICANT, MEASUR- ABLE IMPROVEMENTS IN THE AREA WITH HIGH ATTENTION TO COLLABORATIVE APPROACHES AND MEASURABLE RESULTS. THE CCF WANTS TO ENCOURAGE AND SUPPORT ORGANIZATIONS TO WORK WITH IT TO ADVANCE PROACTIVE BOLD IDEAS. THE CCF ADMINISTERS DONOR ADVISED, ENDOWED AND OTHER FUNDS TO PROVIDE SUPPORT FOR GENERAL CHARITABLE PURPOSES. IN 2012, THE CCF PROVIDED ASSISTANCE TO 45 DIFFERENT ORGANIZATIONS THROUGH DONOR REQUESTS WITH BOARD APPROVAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 52271 | Expense |
| Description | THE NONPROFIT NETWORK IS A CATALYST FOR CHANGE, HELPING NONPROFIT ORGANIZA- TIONS TO ACCESS AND USE THE RIGHT SET OF TOOLS AND RESOURCES FOR THE JOB AT HAND BY PROVIDING EDUCATION, TRAINING, RESOURCES, CONSULTATION,AND CONVEN- ING NONPROFITS TO WORK TOGETHER FOR THE BEST POSSIBLE SOLUTIONS. IN THE PAST 2 YEARS, OVER 1000 ATTENDEES HAVE PARTICIPATED IN TRAININGS AND PRO- GRAMS PRESENTED BY MANY NATIONALLLY KNOWN SPEAKERS. THE NONPROFIT NETWORK HELPS OUR AREA NONPROFIT ORGANIZATIONS: IDENTIFY UNMET NEEDS AND SUGGEST THE BEST SOLUTIONS; INCREASE KNOWLEDGE OF NONPROFIT LEADERS TO IMPROVE SKILLS WITH HANDS ON TRAINING; AND CREATE A MORE CONNECTED COMMUNITY. THE NONPROFIT NETWORK IS THE ONLY RESOURCE IN THE COMMUNITY WITH THIS PURPOSE, AND WE WOULD NOT GROW AND SUCCEED WITHOUT OUR DONORS' SUPPORT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18000 | Expense |
| Grants | 18000 | Grants |
| Description | THE CCF SINCE ITS INCEPTION IN 1995 HAS FOCUSED ON THE REASON FOR ITS EX- ISTENCE--TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS IN CHARLOTTE COUNTY. WHAT BETTER WAY TO HELP IMPROVE THE COMMUNITY'S QUALITY OF LIFE THAN TO SUPPORT RESIDENTS IN THEIR DESIRES TO IMPROVE THEMSELVES--TO FULFILL THEIR DREAMS--THROUGH HIGHER EDUCATION. THE FOUNDATION HAS ENDOWED SCHOLARSHIPS AT EDISON STATE COLLEGE AND FLORIDA GULF COAST UNIVERSITY SPECIFICALLY FOR CHARLOTTE COUNTY REIDENTS. ADDITIONAL SCHOLARSHIP FUNDS ARE HOUSED AT THE FOUNDATION INCLUDING THE LEO WOTITZKY SCHOLARSHIP, DENNIS MUNHOLAND MEMORIAL SCHOLARSHIP (DENTISTRY), DAVID GERDEL SCHOLARSHIP (ENGINEERING), NORA PENTON BEATTY MEMORIAL SCHOLARSHIP (NURSING), AMONG OTHERS. TOTAL COMMITMENTS TO SCHOLARSHIPS FOR CHARLOTTE COUNTY RESIDENTS EXCEED 800,000. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 328563 | Expense |
| Description | STRATEGIC OBJECTIVES: TO GROW AND PRESERVE CCF'S ENDOWMENT TO ADDRESS CHANGING COMMUNITY NEEDS; EXPAND THE COMMUNICATIONS AND MARKETING PROGRAM TO ENHANCE THE VISIBILITY OF THE FOUNDATION AND ITS ROLE IN BUILDING LEGACIES; ESTABLISH A PROACTIVE CULTURE IN GRANT MAKING TO ADDRESS UN- SERVED NEEDS; DEVELOP AND IMPLEMENT PROCEDURES THAT ENSURE BOTH THE IMPLEMENTATION OF CCF'S STRATEGIC PLAN AND CONTINUED IMPROVEMENT OF THE FOUNDATION'S GOVERNANCE STRUCTURE, OPERATIONS, AND COMMUNICATIONS SYSTEMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 328563 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1501331 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH M RICCI | NamePerson |
| Telephone Number | 9416370077 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 SULLIVAN STREET UNIT 114 | AddressLine1 |
| City | PUNTA GORDA | City |
| State | FL | State |
| ZIP Code | 33950 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GREGORY C BOBONICH | ||||||
| DIRECTOR CEO | 37.00 | X | X | 85000 | 0 | 0 |
| RON OLSEN | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| BRIAN PRESLEY | ||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| VERNON PEEPLES | ||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | |
| ROBIN BAYNE | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| HASAN HAMMAMI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID HOLMES | ||||||
| VICE CHAIRMA | 5.00 | X | X | 0 | 0 | 0 |
| CONNIE KANTOR | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RONALD MONCK | ||||||
| IMMEDIATE PA | 5.00 | X | X | 0 | 0 | 0 |
| JIMMY DEAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY BRYSKI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DOUGLAS L YOUNG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85000 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 166363 | AllOtherContributions |
| Noncash Contributions | 35420 | NoncashContributions |
| Total Contributions | 166363 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113295 | TotalRevenueColumn |
| Exclusion | $113,295 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3520999 | Securities |
| Other | 2631 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3245509 | Securities |
| Other | 142230 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 275490 | Securities |
| Other | -139599 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 135891 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| FUND MANAGEMENT FEES | 51022 | 51022 |
| MISCELLANEOUS INCOME | 248 | 248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 51270 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 466819 | TotalRevenueColumn |
| Related Or Exempt Function Income | 187161 | RelatedOrExemptFunctionIncome |
| Exclusion | $113,295 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1120497 | Total |
| Program Services | 1120497 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85000 | Total |
| Program Services | 67150 | ProgramServices |
| Management And General | 11900 | ManagementAndGeneral |
| Fundraising | 5950 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127934 | Total |
| Program Services | 103197 | ProgramServices |
| Management And General | 20040 | ManagementAndGeneral |
| Fundraising | 4697 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25463 | Total |
| Program Services | 20370 | ProgramServices |
| Management And General | 3819 | ManagementAndGeneral |
| Fundraising | 1274 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17543 | Total |
| Program Services | 14035 | ProgramServices |
| Management And General | 2631 | ManagementAndGeneral |
| Fundraising | 877 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51022 | Total |
| Program Services | 40818 | ProgramServices |
| Management And General | 7653 | ManagementAndGeneral |
| Fundraising | 2551 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13335 | Total |
| Program Services | 10668 | ProgramServices |
| Management And General | 2000 | ManagementAndGeneral |
| Fundraising | 667 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33281 | Total |
| Program Services | 26625 | ProgramServices |
| Management And General | 4992 | ManagementAndGeneral |
| Fundraising | 1664 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6827 | Total |
| Program Services | 1504 | ProgramServices |
| Management And General | 4402 | ManagementAndGeneral |
| Fundraising | 921 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39026 | Total |
| Program Services | 31221 | ProgramServices |
| Management And General | 5854 | ManagementAndGeneral |
| Fundraising | 1951 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40289 | Total |
| Program Services | 27104 | ProgramServices |
| Management And General | 11490 | ManagementAndGeneral |
| Fundraising | 1695 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11949 | Total |
| Program Services | 5616 | ProgramServices |
| Management And General | 5616 | ManagementAndGeneral |
| Fundraising | 717 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15342 | Total |
| Program Services | 12274 | ProgramServices |
| Management And General | 2301 | ManagementAndGeneral |
| Fundraising | 767 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1552 | Total |
| Program Services | 1552 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16638 | Total |
| Program Services | 14142 | ProgramServices |
| Management And General | 2496 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2376 | Total |
| Program Services | 1901 | ProgramServices |
| Management And General | 356 | ManagementAndGeneral |
| Fundraising | 119 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3321 | Total |
| Program Services | 2657 | ProgramServices |
| Management And General | 498 | ManagementAndGeneral |
| Fundraising | 166 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1611395 | Total |
| Program Services | 1501331 | ProgramServices |
| Management And General | 86048 | ManagementAndGeneral |
| Fundraising | 24016 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144106 | BOY |
| EOY | 186812 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1033204 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2461 | BOY |
| EOY | 2461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 490316 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20650 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515053 | BOY |
| EOY | 469666 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4278958 | BOY |
| EOY | 4174803 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5973782 | BOY |
| EOY | 4833742 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4941 | BOY |
| EOY | 6907 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3320 | BOY |
| EOY | 8520 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8261 | BOY |
| EOY | 15427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2489425 | BOY |
| EOY | 2030840 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3476096 | BOY |
| EOY | 2787475 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5965521 | BOY |
| EOY | 4818315 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5973782 | BOY |
| EOY | 4833742 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1144576 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 105093 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -107723 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1395661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2054015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166363 | CurrentTaxYear |
| Total | 3915270 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1395661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2054015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166363 | CurrentTaxYear |
| Total | 3915270 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3915270 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86549 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113295 | CurrentTaxYear |
| Total | 481472 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4396742 | TotalSupport |
| Gross Receipts From Admissions Etc | 51270 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 16 | NumberDAFsHeld |
| Number Funds Held | 23 | NumberFundsHeld |
| Donor Advised Contributions | 34054 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 89896 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 29250 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1032742 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 314576 | AggregateDAFValue |
| Aggregate Fund Value | 2484428 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3178180 | BeginningOfYearBalance |
| Contributions | 57523 | Contributions |
| Investment Earnings Or Losses | 269673 | InvestmentEarningsOrLosses |
| Administrative Expenses | 41441 | AdministrativeExpenses |
| End Of Year Balance | 2438431 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1423419 | BeginningOfYearBalance |
| Contributions | 1917973 | Contributions |
| Investment Earnings Or Losses | -26833 | InvestmentEarningsOrLosses |
| Administrative Expenses | 31976 | AdministrativeExpenses |
| End Of Year Balance | 3178180 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1338368 | BeginningOfYearBalance |
| Contributions | 26150 | Contributions |
| Investment Earnings Or Losses | 153461 | InvestmentEarningsOrLosses |
| Administrative Expenses | 29218 | AdministrativeExpenses |
| End Of Year Balance | 1423419 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1202006 | BeginningOfYearBalance |
| Contributions | 23837 | Contributions |
| Investment Earnings Or Losses | 148892 | InvestmentEarningsOrLosses |
| Administrative Expenses | 36367 | AdministrativeExpenses |
| End Of Year Balance | 1338368 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 419523 | BeginningOfYearBalance |
| Contributions | 1198080 | Contributions |
| Investment Earnings Or Losses | 256220 | InvestmentEarningsOrLosses |
| Administrative Expenses | 159377 | AdministrativeExpenses |
| End Of Year Balance | 1202006 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 293514 | OtherCostOrOtherBasis |
| Book Value | 293514 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37150 | OtherCostOrOtherBasis |
| Book Value | 37150 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27691 | OtherCostOrOtherBasis |
| Depreciation | 20650 | Depreciation |
| Book Value | 7041 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 337705 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 524175 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 105093 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 105093 | RevenueNotRptdF990 |
| Revenue Subtotal | 419082 | RevenueSubtotal |
| Other Revenues Not Included | 47737 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 47737 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 466819 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1563658 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -47737 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -47737 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1611395 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1611395 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PRIMARY PURPOSE OF THE ENDOWMENT FUNDS ADMINISTERED BY THE FOUNDATION IS TO SUPPORT THE PROGRAMS AND SERVICES OF THE DONOR ENTITY AND TO ADHERE TO THE ENTITY'S MISSION AS DESCRIBED IN ITS BYLAWS OR ORGANIZATIONAL DOCUMENTS. FOR INDIVIDUALS ESTABLISHING ENDOWMENT FUNDS, SUCH FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENT FUND AGREEMENT WITH THE FOUNDATION. DISTRIBUTIONS FROM ENDOWMENT FUNDS ARE MADE IN ACCORDANCE WITH FOUNDATION POLICIES, CONSIDERING REQUESTS FROM THE DONOR ENTITY OR INDIVIDUAL. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE FOUNDATION HAS ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PRESCRIBES A COMPREHENSIVE MODEL OF RECOGNITION, CLASSIFICATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. MANAGEMENT BELIEVES THAT APPROPRIATE SUPPORT EXISTS FOR THE POSITIONS TAKEN ON THE FOUNDATION'S TAX RETURNS, BOTH THE U.S. INTERNAL REVENUE SERVICE (IRS) AND THE STATE OF FLORIDA DEPARTMENT OF REVENUE. THEREFORE, NO ACCRUAL FOR TAX LIABILITIES RELATED TO SUCH TAX POSITIONS HAS BEEN MADE. SHOULD INTEREST EXPENSE AND/OR PENALTIES BE ASSESSED BY THESE TAXING AUTHORITIES, THE FOUNDATION WOULD RECOGNIZE THESE COSTS AS OPERATING EXPENSES. DURING THE YEAR ENDED DECEMBER 31, 2012, THE FOUNDATION DID NOT INCUR INTEREST EXPENSE AND/OR PENALTIES RELATED TO INCOME TAXES. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS COULD GENERALLY BE SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE FILING DATE OF SUCH TAX RETURNS. THE FOUNDATION HAS NOT BEEN NOTIFIED OF ANY TAX RETURN EXAMINATIONS. |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | ENDOWMENT FEE 46,966 RETURNED SCHOLARSHIP CHECK 3,000 LOSS ON ASSET SALE -2,229 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUND MGT FEES ALLOCATED TO ENDOWMENT -46,966 SCHOLARSHIP RETURN CHECK -3,000 LOSS ON EQUIPMENT 2,229 |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIII | THE FOUNDATION ACQUIRED LAND IN DOWNTOWN PUNTA GORDA, AND HAS BEGUN CONSTRUCTION OF ITS FUTURE HOME. THE DESIGN OF THE PERMANENT CHARLOTTE COMMUNITY FOUNDATION CAMPUS INCLUDES TWO BUILDINGS JOINED BY A COURTYARD. ONE BUILDING IS FOR THE DAILY OPERATIONS, AND INCLUDES MEETING ROOMS, A RESOURCE LIBRARY FOR USE BY NONPROFIT ORGANIZATIONS TO ACCESS SOURCES OF FUNDING THROUGHOUT THE COUNTRY USING THE FOUNDATION CENTER COLLABORATIVE COLLECTION, AND STAFF OFFICE SPACE. THE EDUCATION CENTER WILL PROVIDE A CLASSROOM SUITABLE FOR NONPROFIT NETWORK TRAINING PROGRAMS AND WORKSHOPS AND WILL BE AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS FOR THEIR USE. AT THE CLOSE OF 2012, THE FOUNDATION HAD INCURRED ENGINEERING RELATED START-UP COSTS AND CONSTRUCTION COSTS WHICH HAVE BEEN RECORDED TO CONSTRUCTION IN PROGRESS TOTALING 131,961. UNTIL THE BUILDING PROJECT IS COMPLETE, THE FOUNDATION WILL CONTINUE TO LEASE OFFICE SPACE IN DOWNTOWN PUNTA GORDA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|
| CHARLOTTE COUNTY HOMELESS COALITION | ||||||
| 1476 KENESAW | PORT CHARLOTTE | FL | 33948 | 650139525 | 3 | 10900 |
| VIRGINIA B ANDES VOLUNTEER COMMUNIT | ||||||
| 21450 GIBRALTER DRIVE | PORT CHARLOTTE | FL | 33952 | 650958642 | 3 | 852138 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE FL 2 | NEW YORK | NY | 100015126 | 133433452 | 3 | 8760 |
| CHARLOTTE LOCAL EDUCATION FOUNDATIO | ||||||
| PO BOX 511764 | PUNTA GORDA | FL | 339511764 | 592592844 | 3 | 16833 |
| TEAM PUNTA GORDA | ||||||
| 252 W MARION AVE 121 | PUNTA GORDA | FL | 339504435 | 202375899 | 3 | 6900 |
| CLARKSON UNIVERSITY | ||||||
| PO BOX 5515 | POTSDAM | NY | 13699 | 150543659 | 3 | 10000 |
| MILITARY HERITAGE & AVIATION MUSEUM | ||||||
| 1200 RETTA ESPLANADE 48 | PUNTA GORDA | FL | 33950 | 651036360 | 3 | 80481 |
| BOYS & GIRLS CLUBS OF CHARLOTTE COU | ||||||
| 17831 MURDOCK CIRCLE UNIT B | PORT CHARLOTTE | FL | 33948 | 650725247 | 3 | 15500 |
| HARRY CHAPIN FOOD BANK | ||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | 592332120 | 3 | 8000 |
| DO THE RIGHT THING OF CHARLOTTE COU | ||||||
| 1410 TAMIAMI TRAIL | PUNTA GORDA | FL | 33950 | 650751450 | 3 | 6500 |
| SUNCOAST HUMAN SOCIETY | ||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 34223 | 237174193 | (3) | 11223 |
| CANINE CASTAWAYS | ||||||
| 5293 NE MASTERS AVENUE | ARCADIA | FL | 34266 | 200471681 | (3) | 11223 |
| CHAR CO HABITAT FOR HUMANITY | ||||||
| 1750 MANZANA AVENUE | PUNTA GORDA | FL | 33950 | 592870908 | (3) | 8261 |
| PEACE RIVER WILDLIFE CENTER | ||||||
| 3400 PONCE DELEON PARKWAY | PUNTA GORDA | FL | 33950 | 592535665 | (3) | 7000 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35420 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | STRATEGIC OBJECTIVES: TO GROW AND PRESERVE CCF'S ENDOWMENT TO ADDRESS CHANGING COMMUNITY NEEDS; EXPAND THE COMMUNICATIONS AND MARKETING PROGRAM TO ENHANCE THE VISIBILITY OF THE FOUNDATION AND ITS ROLE IN BUILDING LEGACIES; ESTABLISH A PROACTIVE CULTURE IN GRANT MAKING TO ADDRESS UN- SERVED NEEDS; DEVELOP AND IMPLEMENT PROCEDURES THAT ENSURE BOTH THE IMPLEMENTATION OF CCF'S STRATEGIC PLAN AND CONTINUED IMPROVEMENT OF THE FOUNDATION'S GOVERNANCE STRUCTURE, OPERATIONS, AND COMMUNICATIONS SYSTEMS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FOUNDATION'S BOARD OF DIRECTORS RECEIVED AND REVIEWED THE FORM 990 BEFORE FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | STATEMENT OF GENERAL POLICY ON CONFLICTS OF INTEREST: THIS POLICY RECOGNIZES THAT BOTH REAL AND APPARENT CONFLICTS OF INTEREST AND DUALITIES OF INTEREST (HEREINAFTER REFERRED TO AS "CONFLICTS") SOMETIMES OCCUR IN THE COURSE OF CONDUCTING THE CORPORATION'S DAILY AFFAIRS. A CONFLICT AS USED IN THIS POLICY REFERS ONLY TO PERSONAL, PROPRIETARY INTERESTS OF THE PERSONS COVERED BY THIS POLICY AND THEIR IMMEDIATE FAMILIES AND NOT TO PHILOSOPHICAL OR PROFESSIONAL DIFFERENCES IN OPINION. CONFLICTS OCCUR BECAUSE THE MANY PERSONS ASSOCIATED WITH THE CORPORATION SHOULD BE EXPECTED TO HAVE AND DO IN FACT GENERALLY HAVE MULTIPLE INTERESTS AND AFFILIATIONS AND VARIOUS POSITIONS OF RESPONSIBILITY WITHIN THE COMMUNITY. SOMETIMES A PERSON WILL OWE IDENTICAL DUTIES TO TWO OR MORE ORGANIZATIONS CONDUCTING SIMILAR ACTIVITIES. CONFLICTS ARE UNDESIRABLE BECAUSE THEY POTENTIALLY OR APPARENTLY PLACE THE INTERESTS OF OTHERS AHEAD OF THE CORPORATION'S OBLIGATIONS TO ITS CORPORATE PURPOSES AND TO THE PUBLIC INTEREST. CONFLICTS ARE ALSO UNDESIRABLE BECAUSE THEY OFTEN REFLECT ADVERSELY UPON THE PERSONS INVOLVED AND UPON THE INSTITUTIONS WITH WHICH THEY ARE AFFILIATED, REGARDLESS OF THE ACTUAL FACTS OR MOTIVATIONS OF THE PARTIES. HOWEVER, THE LONG-RANGE BEST INTERESTS OF THE CORPORATION DO NOT REQUIRE THE TERMINATION OF ALL ASSOCIATION WITH PERSONS WHO MAY HAVE REAL OR APPARENT CONFLICTS IF A PRESCRIBED AND EFFECTIVE METHOD CAN RENDER SUCH CONFLICTS HARMLESS TO ALL CONCERNED. THEREFORE, THE CORPORATION'S AFFIRMATIVE POLICY SHALL BE TO REQUIRE THAT ALL ACTUAL OR APPARENT CONFLICTS BE DISCLOSED PROMPTLY AND FULLY TO ALL NECESSARY PARTIES AND TO PROHIBIT SPECIFIED INVOLVEMENT IN THE AFFAIRS OF THE CORPORATION BY PERSONS HAVING SUCH CONFLICTS. COVERAGE OF THIS POLICY: THIS POLICY SHALL APPLY TO THE DIRECTORS, OFFICERS, AGENTS AND EMPLOYEES OF THE CORPORATION, INCLUDING ADVISORY COUNCIL MEMBERS, OFFICE VOLUNTEERS, AND INDEPENDENT CONTRACTOR PROVIDERS OF SERVICES AND MATERIALS. THE CORPORATION'S MANAGEMENT SHALL HAVE THE AFFIRMATIVE OBLIGATION TO PUBLICIZE PERIODICALLY THIS POLICY TO ALL SUCH PARTIES. DISCLOSURE OF ALL CONFLICTS: EACH PERSON TO WHOM THIS POLICY APPLIES SHALL DISCLOSE ALL REAL AND APPARENT CONFLICTS, WHICH HE/SHE DISCOVERS OR HAS BROUGHT TO HIS/HER ATTENTION IN CONNECTION WITH THE CORPORATION'S ACTIVITIES. "DISCLOSURE" AS USED IN THIS POLICY SHALL MEAN PROVIDING PROMPTLY TO THE APPROPRIATE PERSONS A WRITTEN DESCRIPTION OF THE FACTS COMPRISING THE REAL OR APPARENT CONFLICT. ALL DISCLOSURE NOTICES RECEIVED HEREUNDER SHALL BE NOTED FOR THE RECORD IN THE MINUTES OF THE MEETING OF THE BOARD OF DIRECTORS. PROSCRIBED ACTIVITY BY PERSONS HAVING CONFLICTS: WHEN A DIRECTOR, OFFICER, AGENT OR EMPLOYEE BELIEVES THAT HE/SHE OR A MEMBER OF HIS/HER IMMEDIATE FAMILY MIGHT HAVE OR DOES HAVE A REAL OR APPARENT CONFLICT, HE SHALL, IN ADDITION TO MAKING THE REQUIRED DISCLOSURE, ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, OR TAKING ANY OTHER SIMILAR DIRECT ACTION ON BEHALF OF THE CORPORATION WHERE THE CONFLICT MIGHT PERTAIN, BUT SHALL NOT BE PRECLUDED FROM DEBATE OR OTHER SIMILAR INVOLVEMENT ON BEHALF OF THE CORPORATION. WHEN ANY PERSON REQUESTS IN WRITING, OR UPON ITS OWN INITIATIVE, THE BOARD AT ANY TIME MAY ESTABLISH FURTHER GUIDELINES CONSISTENT WITH THE INTERESTS OF THE CORPORATION FOR THE RESOLUTION OF ANY REAL OR APPARENT CONFLICTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE CHARLOTTE COMUNITY FOUNDATION'S CHIEF EXECUTIVE OFFICER FOR THE FOUNDATION IS REVIEWED ON A YEARLY BASIS, ON OR ABOUT THE ANNIVERSARY DATE OF EMPLOYMENT. THE CHAIRMAN SELECTS A TASK FORCE CONSISTING OF MEMBERS OF CCF'S EXECUTIVE COMMITTEE, ALONG WITH ANY OTHER BOARD MEMBERS, TO BOTH REVIEW THE PERFORAMANCE OF AND MEET WITH THE CEO TO DISCUSS THEIR ASSESSMENT AND EXPECTATIONS FOR FUTURE ENGAGEMENT. THE COMMITTEE FIRST MEETS INDEPENDENTLY OF THE CEO TO IDENTIFY ANY SPECIFIC ISSUES/CONCERNS. THE DISCUSSION WILL TAKE INTO ACCOUNT ANY INFORMATION THAT THE CEO WISHES TO PROVIDE TO THE COMMITTEE. AREAS TO BE ADDRESSED INCLUDE SUCH JOB RESPONSIBILITIES AS PLANNING, OPERATIONS, GOVERNANCE, PUBLIC RELATIONS, DEVELOPMENT AND MARKETING, LINKAGES WITH OTHER FUNDRAISING AND PHILANTHROPIC GROUPS, FISCAL MANAGEMENT, GRANT MAKING, INVESTMENT MANAGEMENT AND FUNDRAISING. IN ADDITION, GOALS AND/OR OBJECTIVES ESTABLISHED IN THE PREVIOUS YEAR ARE REVIEWED ALONG WITH AREAS REQUIRING IMPROVEMENT AND/OR ACCOMPLISHMENTS. THE COMMITTEE THEN MEETS WITH THE CEO TO DISCUSS OUTCOMES OF THEIR INDEPENDENT ASSESSMENT. DURING THE DISCUSSION, NEW GOALS, AS APPROPRIATE, ARE ADDRESSED AND AGREED UPON BY ALL PARTIES. COMPENSATION FOR CEO IS MADE AFTER AN ANNUAL REVIEW OF PERFORMANCE MADE BY CHAIRMAN AND VICE-CHAIRMAN. THEIR RECOMMENDATION IS THEN SENT TO BE APPROVED BY THE ENTIRE CCF BOARD. THE CEO IS HIRED ON A ONE YEAR CONTRACT PERIOD, TO BE RENEWED BY THE MUTUAL AGREEMENT OF BOTH PARTIES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE CEO CONDUCTS AN ANNUAL PERFORMANCE REVIEW WITH KEY EMPLOYEES ON THEIR ANNIVERSARY DATE OF HIRE. BASED ON OVERALL PERFORMANCE (GOALS ARE ESTABLISHED IN ADVANCE) THE CEO AND TREASURER MAKE A RECOMMENDATION TO CHAIR. THIS IS THEN PASSED ALONG TO THE FULL CCF BOARD FOR THEIR APPROVAL. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | ENDOWMENT FEE -46,966 RETURNED SCHOLARSHIP CHECK -3,000 LOSS ON ASSET SALE 2,229 FUND MGT FEES ALLOCATED TO ENDOWMENT 46,966 SCHOLARSHIP RETURN CHECK 3,000 LOSS ON EQUIPMENT -2,229 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | UNREALIZED GAINS ON SECURITIES 107,723 |
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