SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-12
- IRS object ID
- 201313169349303506
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T09:59:43-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596580974 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2392745900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD E PENN | Name |
| Title | CFO / COO | Title |
| Phone | 2392745900 | Phone |
| Date Signed | 2013-11-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATTI R HARDIN | Name |
| Phone | 2399392233 | Phone |
| Date Prepared | 2013-11-12 | 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 E PENN CFO COO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 7162009 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FLORIDACOMMUNITY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 133 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 5166046 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4545963 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 4756 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1243448 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1506528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 539 | OtherRevenuePriorYear |
| Other Revenue Current Year | 36492 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6410033 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6093739 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2454892 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4105534 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 763054 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 650611 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 247156 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 771681 | OtherExpensePriorYear |
| Other Expenses Current Year | 826180 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3989627 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5582325 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2420406 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 511414 | RevenuesLessExpensesCY |
| Total Assets BOY | 63957237 | TotalAssetsBOY |
| Total Assets EOY | 69750445 | TotalAssetsEOY |
| Total Liabilities BOY | 5816358 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5784424 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58140879 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 63966021 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2614957 | Expense |
| Grants | 2534993 | Grants |
| Revenue | 2086995 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 400021 | Expense |
| Grants | 336050 | Grants |
| Revenue | 788587 | Revenue |
| Description | 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.). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 79964 | Expense |
| Revenue | 10000 | Revenue |
| Description | COMMUNITY INITIATIVE / 3D PROJECT - THIS PROJECT WILL ESTABLISH A COLLABORATIVE NETWORK AND PLATFORM THAT WILL ALLOW OUR REGION TO CREATE EFFICIENCIES, SHARE RESOURCES, OPENLY COMMUNICATE AND MAKE INFORMED DECISIONS TO STRENGTHEN OUR NONPROFITS. IT WILL GIVE THE COMMUNITY THE MEANS TO IDENTIFY CHALLENGES AND OPPORTUNITIES AND, AS A COHESIVE UNIT, WORK TOGETHER TO MOBILIZE CITIZENS, NONPROFITS AND THE GOVERNMENT TO PROVIDE SOLUTIONS STRENGTHENING THE REGION. THE DATA SEGMENT OF THE PROJECT INCLUDES A NONPROFIT MAPPING AND ASSESSMENT PROCESS OF THE FIVE COUNTY AREA, AS WELL AS INFORMATIONAL SEMINARS, CAPACITY SURVEYS AND ROUND TABLE FOLLOW-UPS. DIALOGUE INCLUDES DEVELOPING A REGIONAL COLLABORATION, DETERMINING STRATEGIC PARTNERSHIPS AND HARNESSING REGIONAL RESOURCES. DECISION REPRESENTS THE TRANSFORMATIONAL AND RESULTS- BASED PHILANTHROPY, SUSTAINABLE AND INNOVATIVE INITIATIVES AND NEW STREAMS OF FUNDING THAT ARE EXPECTED TO BE DEVELOPED. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1543177 | Expense |
| Grants | 1234491 | Grants |
| Revenue | 1665137 | Revenue |
| Description | OTHER PROGRAMS INCLUDE: (A) EDUCATIONAL PROGRAMS FOR NONPROFITS, DONORS AND PROFESSIONAL ADVISORS; (B) DEVELOPMENT OF A SCHOLARSHIP HUB FOR STUDENTS RESEARCHING SCHOLARSHIP OPPORTUNITIES; (C) COACHING AND TECHNICAL ASSISTANCE TO NONPROFITS; (D) COMMUNITY LEADERSHIP/CONVENER SERVICES; (E) ART EXHIBITION AND(F) COMMUNITY RECOGNITION EVENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1543177 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1234491 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1665137 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4638119 | 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 | true | 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 | true | ReportOtherAssets |
| Report Other Liabilities | true | 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 | true | GrantsToIndividuals |
| Schedule J Required | true | 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 | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD E PENN | NamePerson |
| Telephone Number | 2392745900 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SARAH OWEN | ||||||
| PRESIDENT / | 50.00 | X | X | 150000 | 0 | 5304 |
| GARY AUBUCHON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAY BRETT | ||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| DAWN-MARIE DRISCOLL | ||||||
| CHAIR | 10.00 | X | X | 0 | 0 | 0 |
| JOSEPH MAZURKIEWICZ | ||||||
| VICE 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 | |
| MARIE M ACKORD | ||||||
| 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 | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JACQUELINE M MCCURDY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SANDY ROBINSON | ||||||
| SEC/TREAS | 1.00 | X | X | 0 | 0 | 0 |
| RONALD E PENN | ||||||
| CFO / COO | 50.00 | X | 95775 | 0 | 4399 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 245775 | TotalReportableCompFromOrg |
| Total Other Compensation | 9703 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 4545963 | AllOtherContributions |
| Noncash Contributions | 207850 | NoncashContributions |
| Total Contributions | 4545963 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ART EXHIBITION INCOME | Description |
| Total Revenue Column | 4756 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4756 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4756 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1158482 | TotalRevenueColumn |
| Exclusion | $1,158,482 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1165253 | Securities |
| Other | 251063 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1067047 | Securities |
| Other | 1223 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 98206 | Securities |
| Other | 249840 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 348046 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1223 | RelatedOrExemptFunctionIncome |
| Exclusion | $349,269 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| SERVICE FEES | 34447 | 34447 |
| MISCELLANEOUS INCOME | 2045 | 2045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 36492 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6093739 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40025 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,507,751 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3841584 | Total |
| Program Services | 3841584 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263950 | Total |
| Program Services | 263950 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247500 | Total |
| Program Services | 102737 | ProgramServices |
| Management And General | 97070 | ManagementAndGeneral |
| Fundraising | 47693 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302055 | Total |
| Program Services | 125383 | ProgramServices |
| Management And General | 118466 | ManagementAndGeneral |
| Fundraising | 58206 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15353 | Total |
| Program Services | 6373 | ProgramServices |
| Management And General | 6021 | ManagementAndGeneral |
| Fundraising | 2959 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41937 | Total |
| Program Services | 9279 | ProgramServices |
| Management And General | 28351 | ManagementAndGeneral |
| Fundraising | 4307 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43766 | Total |
| Program Services | 18167 | ProgramServices |
| Management And General | 17165 | ManagementAndGeneral |
| Fundraising | 8434 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10386 | Total |
| Management And General | 10386 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32700 | Total |
| Program Services | 13574 | ProgramServices |
| Management And General | 12825 | ManagementAndGeneral |
| Fundraising | 6301 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183080 | Total |
| Program Services | 45770 | ProgramServices |
| Management And General | 137310 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170702 | Total |
| Program Services | 20396 | ProgramServices |
| Management And General | 100881 | ManagementAndGeneral |
| Fundraising | 49425 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57596 | Total |
| Program Services | 23909 | ProgramServices |
| Management And General | 22589 | ManagementAndGeneral |
| Fundraising | 11098 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70477 | Total |
| Program Services | 29255 | ProgramServices |
| Management And General | 27641 | ManagementAndGeneral |
| Fundraising | 13581 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89891 | Total |
| Program Services | 37314 | ProgramServices |
| Management And General | 35255 | ManagementAndGeneral |
| Fundraising | 17322 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7541 | Total |
| Program Services | 2290 | ProgramServices |
| Management And General | 2996 | ManagementAndGeneral |
| Fundraising | 2255 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13358 | Total |
| Program Services | 3359 | ProgramServices |
| Management And General | 8650 | ManagementAndGeneral |
| Fundraising | 1349 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18709 | Total |
| Program Services | 7767 | ProgramServices |
| Management And General | 7337 | ManagementAndGeneral |
| Fundraising | 3605 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17627 | Total |
| Program Services | 7317 | ProgramServices |
| Management And General | 6913 | ManagementAndGeneral |
| Fundraising | 3397 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIAL EVENTS | 54687 | 54687 | ||
| PRINTING AND PUBLICATION | 30941 | 84 | 21453 | 9404 |
| DUES & SUBSCRIPTIONS | 22933 | 1754 | 19731 | 1448 |
| COMMUNITY INITIATIVE | 18887 | 18887 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26665 | Total |
| Program Services | 4283 | ProgramServices |
| Management And General | 16010 | ManagementAndGeneral |
| Fundraising | 6372 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5582325 | Total |
| Program Services | 4638119 | ProgramServices |
| Management And General | 697050 | ManagementAndGeneral |
| Fundraising | 247156 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175058 | BOY |
| EOY | 432493 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38626 | BOY |
| EOY | 44194 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 222584 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 71849 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84179 | BOY |
| EOY | 150735 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47763906 | BOY |
| EOY | 51817452 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15895268 | BOY |
| EOY | 17305571 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63957237 | BOY |
| EOY | 69750445 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58554 | BOY |
| EOY | 31958 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454930 | BOY |
| EOY | 474279 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5302874 | BOY |
| EOY | 5278187 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5816358 | BOY |
| EOY | 5784424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45441676 | BOY |
| EOY | 48663190 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12699203 | BOY |
| EOY | 14017831 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1285000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58140879 | BOY |
| EOY | 63966021 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63957237 | BOY |
| EOY | 69750445 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 511414 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4221994 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1091734 | 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 | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7071528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4077397 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1025144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5166046 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4545963 | CurrentTaxYear |
| Total | 21886078 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7071528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4077397 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1025144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5166046 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4545963 | CurrentTaxYear |
| Total | 21886078 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5036252 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16849826 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1092485 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 955337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 937278 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1030064 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1158482 | CurrentTaxYear |
| Total | 5173646 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27059724 | TotalSupport |
| Gross Receipts From Admissions Etc | 41248 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.62270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61290 | 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 | 77 | NumberDAFsHeld |
| Number Funds Held | 266 | NumberFundsHeld |
| Donor Advised Contributions | 1493238 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 3052725 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1083803 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 3021731 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 7133578 | AggregateDAFValue |
| Aggregate Fund Value | 44322957 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 4100 | RevenuesIncluded |
| Assets In Part X | 8150 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | ARTIST RECOGNITION PROG. | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37948917 | BeginningOfYearBalance |
| Contributions | 2813247 | Contributions |
| Investment Earnings Or Losses | 4581267 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2433680 | GrantsOrScholarships |
| Administrative Expenses | 832410 | AdministrativeExpenses |
| End Of Year Balance | 42077341 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36751971 | BeginningOfYearBalance |
| Contributions | 3526875 | Contributions |
| Investment Earnings Or Losses | 622679 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2188320 | GrantsOrScholarships |
| Administrative Expenses | 764288 | AdministrativeExpenses |
| End Of Year Balance | 37948917 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33560114 | BeginningOfYearBalance |
| Contributions | 1053660 | Contributions |
| Investment Earnings Or Losses | 5898315 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3006248 | GrantsOrScholarships |
| Administrative Expenses | 753870 | AdministrativeExpenses |
| End Of Year Balance | 36751971 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27337685 | BeginningOfYearBalance |
| Contributions | 4636034 | Contributions |
| Investment Earnings Or Losses | 4729978 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2584863 | GrantsOrScholarships |
| Administrative Expenses | 558720 | AdministrativeExpenses |
| End Of Year Balance | 33560114 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33243659 | BeginningOfYearBalance |
| Contributions | 5117533 | Contributions |
| Investment Earnings Or Losses | -6213634 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4128476 | GrantsOrScholarships |
| Administrative Expenses | 681397 | AdministrativeExpenses |
| End Of Year Balance | 27337685 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.96950 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03050 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30957 | OtherCostOrOtherBasis |
| Depreciation | 7607 | Depreciation |
| Book Value | 23350 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 183477 | OtherCostOrOtherBasis |
| Depreciation | 64242 | Depreciation |
| Book Value | 119235 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8150 | OtherCostOrOtherBasis |
| Book Value | 8150 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 150735 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED GIFTS REC - CRTS | 13098768 |
| DEFERRED GIFTS REC - CGAS | 2073742 |
| CONTRIBUTIONS RECEIVABLE | 2032201 |
| LIFE INSURANCE - REMAINDER INTEREST | 100860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17305571 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD AS AGENCY ACCOUNTS | $3,856,948 |
| ANNUITY OBLIGATIONS | $1,421,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5278187 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11030363 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4221994 | NetUnrealizedGainsInvestments |
| Other Revenues | 713407 | OtherRevenues |
| Revenue Not Rptd F990 | 4935401 | RevenueNotRptdF990 |
| Revenue Subtotal | 6094962 | RevenueSubtotal |
| Other Revenues Not Included | -1223 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1223 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6093739 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5205221 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5205221 | ExpensesSubtotal |
| Other Expenses Not Included | 377104 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 377104 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5582325 | 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 | TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY. |
| LIABILITY UNDER FIN 48 FOOTNOTE | 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, 2013 AND 2012. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -447,015 AGENCY FUND CONTRIBUTIONS -2,150 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,162,572 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | REALIZED LOSS ON FIXED ASSET DISPOSITION -1,223 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,007 AGENCY FUND GRANTS 364,320 REALIZED LOSS ON FIXED ASSET DISPOSITION -1,223 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (113 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 4KIDS OF SOUTHWEST FLORIDA INC | |||||||
| 827 S STATE RD | FORT LAUDERDALE | FL | 33068 | 611416525 | 501(C) | 12531 | GEN/OPER SUPPORT |
| AGAPE HOME INC | |||||||
| PO BOX 1253 | MOORE HAVEN | FL | 33471 | 650721743 | 501(C) | 25000 | GEN/OPER SUPPORT |
| ANIMAL REFUGE CENTERINC | |||||||
| P O BOX 6642 | FORT MYERS | FL | 33902 | 650057419 | 501(C) | 25289 | PROGRAM/OP SUPPORT |
| ARTFEST FORT MYERS INC | |||||||
| 2443 FIRST ST | FORT MYERS | FL | 33901 | 651119729 | 501(C) | 16000 | OP/ PROGRAM SUPPORT |
| BAILEY-MATTHEWS SHELL MUSEUM | |||||||
| P O BOX 1580 | SANIBEL | FL | 33957 | 592775992 | 501(C) | 9073 | PROGRAM SUPPORT |
| BARRIER ISLAND PARKS SOCIETY INC | |||||||
| PO BOX 637 | BOCA GRANDE | FL | 33921 | 650327405 | 501(C) | 9000 | OP/PROGRAM SUPPORT |
| BEACON OF HOPE | |||||||
| 5465 PINE ISLAND RD | BOKEELIA | FL | 33922 | 030551791 | 501(C) | 10000 | PROGRAM SUPPORT |
| BIG BEAR CHRISTIAN CENTER | |||||||
| PO BOX 1564 | BIG BEAR CITY | CA | 92314 | 952399888 | 501(C) | 5936 | GEN/OPER SUPPORT |
| BIG BROTHERS BIG SISTERS OF THE SUN | |||||||
| 101 W VENICE AVE SUITE 34 | VENICE | FL | 34285 | 591361826 | 501(C) | 11393 | PROGRAM SUPPORT |
| BISHOP VEROT HIGH SCHOOL | |||||||
| 5598 SUNRISE DR | FORT MYERS | FL | 33919 | 590995499 | 501(C) | 10000 | PROJECT SUPPORT |
| BOBBY NICHOLS FIDDLESTICKS CHARITY | |||||||
| 15391 CANONGATE DR | FORT MYERS | FL | 33912 | 043649766 | 501(C) | 6600 | GEN/OPER SUPPORT |
| BONITA SPRINGS ASSISTANCE OFFICE IN | |||||||
| PO BOX 16 | BONITA SPRINGS | FL | 34133 | 592337909 | 501(C) | 12000 | OP/PROGRAM SUPPORT |
| BRIGHTEST HORIZONS CHILD DEVELOPMEN | |||||||
| 10320 GLADIOLUS DR | FORT MYERS | FL | 33908 | 237378076 | 501(C) | 1015226 | PROGRAM/OP SUPPORT |
| CALOOSA HUMANE SOCIETY | |||||||
| P O BOX 2337 | LABELLE | FL | 33975 | 650759567 | 501(C) | 32639 | PROGRAM/OP SUPPORT |
| CALOOSA NATURE CENTER & PLANETARIUM | |||||||
| 3450 ORTIZ AVE | FORT MYERS | FL | 33905 | 237090889 | 501(C) | 10722 | OP/PROGRAM SUPPORT |
| CAPE CORAL COMMUNITY FOUNDATION | |||||||
| 4729 VINCENNES BLVD | CAPE CORAL | FL | 33904 | 237410312 | 501(C) | 24417 | PROJECT SUPPORT |
| CAPTIVA CHAPEL BY THE SEA | |||||||
| PO BOX 162 | CAPTIVA | FL | 33924 | 596143042 | 501(C) | 10781 | OP/PROGRAM SUPPORT |
| CENTER FOR THE ARTS | |||||||
| 26100 OLD 41 ROAD | BONITA SPRINGS | FL | 34135 | 650295085 | 501(C) | 13500 | OP/PROGRAM SUPPORT |
| CHARITABLE FOUNDATION OF THE ISLAND | |||||||
| 2460 PALM RIDGE RD | FORT MYERS | FL | 33916 | 274027791 | 501(C) | 193728 | PROGRAM SUPPORT |
| CHARLOTTE HARBOR ENVIRONMENTAL CNTR | |||||||
| 10941 BURNT STORE ROAD | PUNTA GORDA | FL | 33955 | 592853001 | 501(C) | 29073 | PROJECT SUPPORT |
| CHARLOTTE LOCAL EDUCATION FD INC | |||||||
| 18150 MURDOCK CIR BLDG C RM 116 | PORT CHARLOTTE | FL | 33948 | 592592844 | 501(C) | 11479 | OP/PROGRAM SUPPORT |
| CHILD CARE OF SOUTHWEST FLORIDA IN | |||||||
| 6831 PALISADES PARK COURT SUITE 6 | FORT MYERS | FL | 33912 | 596198583 | 501(C) | 12500 | PROGRAM SUPPORT |
| CHILDREN'S ADVOCACY CENTER OF SWFL | |||||||
| 3830 EVANS AVE | FORT MYERS | FL | 33901 | 650007620 | 501(C) | 7000 | OPERATING SUPPORT |
| CHILDREN'S HOME SOCIETY OF FL | |||||||
| 1940 MARAVILLE AVE | FORT MYERS | FL | 33901 | 590192430 | 501(C) | 25000 | PROJECT SUPPORT |
| CHRIST LUTHERAN CHURCH | |||||||
| 3816 SOUTH 12TH ST | SHEBOYGAN | WI | 53081 | 501(C) | 6000 | OPERATING SUPPORT | |
| CLEWISTON CHRISTIAN SCHOOL INC | |||||||
| PO BOX 129 | CLEWISTON | FL | 33440 | 203638157 | 501(C) | 20000 | |
| CLINIC FOR THE REHAB OF WILDLIFE | |||||||
| PO BOX 150 | SANIBEL | FL | 33957 | 237271040 | 501(C) | 15088 | PORGRAM SUPPORT |
| COMMUNITIES REACHING OUT INC | |||||||
| 908 NORTH GOLF DR | HOLLYWOOD | FL | 33021 | 651242772 | 501(C) | 9135 | OP/PROGRAM SUPPORT |
| COMMUNITY COOPERATIVE MINISTRIES I | |||||||
| P O BOX 2143 | FORT MYERS | FL | 33902 | 592602772 | 501(C) | 11714 | PROGRAM SUPPORT |
| CONSERVANCY OF SW FL | |||||||
| 1450 MERRIHUE DR | NAPLES | FL | 34102 | 591157084 | 501(C) | 10000 | EXPANSION |
| CONVENANT PRESBYTERIAN CHURCH | |||||||
| 2439 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 591150677 | 501(C) | 6911 | OPERATING SUPPORT |
| DING DARLING WILDLIFE SOCIETY INC | |||||||
| 1 WILDLIFE DR | SANIBEL | FL | 33957 | 592240895 | 501(C) | 20000 | PROGRAM SUPPORT |
| 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) | 15000 | PROGRAM SUPPORT |
| DR PIPER CENTER FOR SOCIAL SVCS | |||||||
| 2607 DR ELLA PIPER WAY | FORT MYERS | FL | 33916 | 650788551 | 501(C) | 16521 | PROGRAM SUPPORT |
| DRESS FOR SUCESS SW FLORIDA | |||||||
| 12995 SOUTH CLEVELAND AVE STE153 | FORT MYERS | FL | 33907 | 272177347 | 501(C) | 10000 | PROGRAM SUPPORT |
| EARTH SHINE INSTITUTE INC | |||||||
| 5249 SUMMERLINE COMMONS BLVD | FORT MYERS | FL | 33907 | 320042299 | 501(C) | 5822 | PROGRAM SUPPORT |
| EASTER SEALS FLORIDA INC | |||||||
| 1650 MEDICAL LANE SUITE 1 | FORT MYERS | FL | 33907 | 590637848 | 501(C) | 15300 | PROGRAM SUPPORT |
| ECHO INC | |||||||
| 17391 DURRANCE ROAD | NORTH FORT MYERS | FL | 33917 | 237275283 | 501(C) | 15000 | PROGRAM SUPPORT |
| EDUCATION FOUNDATION OF COLLIER CTY | |||||||
| 3606 ENTERPRISE AVE STE 150 | NAPLES | FL | 34104 | 650230582 | 501(C) | 11250 | PROGRAM SUPPORT |
| FISH OF SANIBEL | |||||||
| 1630 PERIWINKLE WAY SUITE B | SANIBEL | FL | 33957 | 208892375 | 501(C) | 32000 | PROGRAM SUPPORT |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 3000 ORANGE BLOSSOM DR | NAPLES | FL | 34109 | 440610626 | 501(C) | 15443 | OPERATING SUPPORT |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | 22300 | SCHOLARSHIPS |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C) | 11573 | PROGRAM SUPPORT |
| FLORIDA LIONS CONKLIN CENTER FOR TH | |||||||
| 405 WHITE ST | DAYTONA BEACH | FL | 32114 | 237377066 | 501(C) | 5345 | PROGRAM/OP SUPPORT |
| FLORIDA REPERTORY THEATRE | |||||||
| P O BOX 2483 | FORT MYERS | FL | 33902 | 650827621 | 501(C) | 18000 | PROGRAM SUPPORT |
| FOOTSTEPS TO THE FUTURE | |||||||
| 16956 MCGREGOR BLVD | FORT MYERS | FL | 33908 | 208860826 | 501(C) | 25000 | PROGRAM SUPPORT |
| FORT MYERS COMMUNITY CONCERT ASSOC | |||||||
| PO BOX 606 | FORT MYERS | FL | 33902 | 591739068 | 501(C) | 11294 | PROGRAM/OP SUPPORT |
| FRIENDS OF LAKE PARK REG LIBRARY | |||||||
| 15290 BASS RD | FORT MYERS | FL | 33919 | 650145488 | 501(C) | 7500 | PROGRAM SUPPORT |
| GOODWILL INDUSTRIES OF SOUTHWEST FL | |||||||
| 4940 BAYLINE DR | NORTH FORT MYERS | FL | 33917 | 596196141 | 501(C) | 40098 | PROGRAM/OP SUPPORT |
| GUADALUPE CENTER INC | |||||||
| 505 HOPE CIRCLE | IMMOKALEE | FL | 34142 | 592617151 | 501(C) | 10758 | PROGRAM/OP SUPPORT |
| GUIDE DOGS FOR THE BLIND | |||||||
| 32901 SE KELSO RD | BORING | OR | 97009 | 941196195 | 501(C) | 5937 | GEN/OP SUPPORT |
| GULF COAST HUMANE SOCIETY INC | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | 590806978 | 501(C) | 25539 | PROGRAM/OP SUPPORT |
| GULF COAST SYMPHONY | |||||||
| P O BOX 60878 | FORT MYERS | FL | 33906 | 650666748 | 501(C) | 25600 | OP SUPPORT/MARKETING |
| HABITAT FOR HUMANITY OF LEE COUNTY | |||||||
| 1288 NORTH TAMIAMI TRAIL | NORTH FORT MYERS | FL | 33903 | 592236174 | 501(C) | 80600 | PROGRAM/OP SUPPORT |
| HARLEM HEIGHTS IMPROVEMENT ASSOC | |||||||
| 15581 HAGIE DR | FORT MYERS | FL | 33908 | 650323306 | 501(C) | 15000 | PROGRAM SUPPORT |
| HARRY CHAPIN FOOD BANK OF SW FLORID | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | 592332120 | 501(C) | 22100 | OPERATING SUPPORT |
| HIGHLANDS CASHIERS HOSPITAL FOUNDAT | |||||||
| P O BOX 190 | HIGHLANDS | NC | 28741 | 561165833 | 501(C) | 10000 | PROGRAM SUPPORT |
| HIS CARING PLACE | |||||||
| 827 S STATE RD 77 | POMPANO BEACH | FL | 33068 | 611416525 | 501(C) | 12531 | GEN/OP SUPPORT |
| HOLY TRINITY HIGH SCHOOL | |||||||
| 1443 WEST DIVISION ST | CHICAGO | IL | 60642 | 362431052 | 501(C) | 10000 | GEN/OP SUPPORT |
| HOPE HEATHCARE SERVICES | |||||||
| 9470 HEALTH PARK CIRCLE | FORT MYERS | FL | 33908 | 592128697 | 501(C) | 25946 | PROGRAM SUPPORT |
| HUMAN TRAFFICKING AWARENESS PTNSHP | |||||||
| PO BOX 1113 | SANIBEL | FL | 33957 | 300370679 | 501(C) | 15000 | PROGRAM SUPPORT |
| JEWISH FEDERATION OF LEE & CHAR CTY | |||||||
| 9701 COMMERCE CENTER COURT | FORT MYERS | FL | 33908 | 592668992 | 501(C) | 5503 | GEN/OP SUPPORT |
| JUNIOR ACHIEVEMENT OF SWFL | |||||||
| 9530 MARKETPLACE PD | FORT MYERS | FL | 33912 | 650503084 | 501(C) | 11000 | PROGRAM SUPPORT |
| LAKES PARK ENRICHMENT FOUNDATION | |||||||
| PO BOX 61076 | FORT MYERS | FL | 33906 | 200671031 | 501(C) | 12500 | PROGRAM SUPPORT |
| LEE COUNTY ALLIANCE FOR THE ARTS | |||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 510182649 | 501(C) | 32690 | PROGRAM SUPPORT |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATI | |||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | 650645343 | 501(C) | 181395 | PROGRAM/OP SUPPORT |
| LEE MENTAL HEALTH | |||||||
| 2789 ORTIZ AVE | FORT MYERS | FL | 33905 | 591287693 | 501(C) | 25000 | OP/PROGRAM SUPPORT |
| LIBERTY YOUTH RANCH | |||||||
| PO BOX 110718 | NAPLES | FL | 34108 | 383674666 | 501(C) | 24381 | OPERATING SUPPORT |
| LIFELINE FAMILY CENTER INC | |||||||
| 907 SE 5TH AVE | CAPE CORAL | FL | 33990 | 650529641 | 501(C) | 7989 | OP/CAPITAL SUPPORT |
| LIGHTHOUSE OF SWFL INC | |||||||
| 35 W MARIANA AVE | NORT FORT MYERS | FL | 33903 | 591665257 | 501(C) | 27994 | PROGRAM SUPPORT |
| LITERACY COUNCIL GULF COAST INC | |||||||
| PO BOX 2703 | BONITA SPRINGS | FL | 34133 | 650153890 | 501(C) | 18021 | PROGRAM SUPPORT |
| MAKE A WISH FOUNDATION OF S FL INC | |||||||
| 3635 BONITA BEACH ROAD STE 4 | BONITA SPRINGS | FL | 34134 | 592620322 | 501(C) | 19922 | |
| MALDEN CATHOLIC HIGH SCHOOL | |||||||
| 99 CRYSTAL ST | MALDEN | MA | 02148 | 501(C) | 10000 | OPERATING SUPPORT | |
| MARION-POLK GLEANERS INC | |||||||
| PO BOX 317 | DALLAS | OR | 97338 | 930805665 | 501(C) | 5936 | PROGRAM SUPPORT |
| MUSIC FOUNDATION OF SOUTHWEST FLORI | |||||||
| 13300-56 S CLEVELAND AVE PMB 214 | FORT MYERS | FL | 33907 | 650264107 | 501(C) | 10500 | PROGRAM SUPPORT |
| NATIONAL ASSOCIATION CHARITIES INC | |||||||
| PO BOX 1060 | FORT MYERS | FL | 33902 | 591840066 | 501(C) | 10000 | PROGRAM SUPPORT |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 1501 NORTHWEST NINTH AVE | MIAMI | FL | 33136 | 590968031 | 501(C) | 29652 | RESEARCH |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 150 | JENKINTOWN | PA | 19046 | 237825575 | 501(C) | 35174 | GEN/OP SUPPORT |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||||
| PO BOX 111833 | NAPLES | FL | 34108 | 113678086 | 501(C) | 40531 | PROGRAM/OP SUPPORT |
| OCTAGON SEQUENCE OF EIGHT INC | |||||||
| 41660 HORSESHOE ROAD | PUNTA GORDA | FL | 33982 | 592298305 | 501(C) | 8893 | PROGRAM/OP SUPPORT |
| OUR MOTHER'S HOME OF SOUTHWEST FL | |||||||
| 18011 S TAMIAMI TRAIL 16-106 | FORT MYERS | FL | 33908 | 650510103 | 501(C) | 6000 | |
| RANDELL RESEARCH CTR UNIV OF FL | |||||||
| PO BOX 115500 | GAINESVILLE | FL | 32611 | 501(C) | 14520 | PORGRAM SUPPORT | |
| RIVERDALE HIGH SCHOOL | |||||||
| 2600 BUCKINGHAM RD | FORT MYERS | FL | 33905 | 501(C) | 10000 | CAPITAL CAMPAIGN | |
| RONALD MCDONALD HOUSE OF SWFL | |||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | 113704163 | 501(C) | 10200 | GEN/OP SUPPORT |
| SACRED HEART PARISH | |||||||
| 62 SCHOOL ST | MANCHESTER | MA | 01944 | 042106223 | 501(C) | 30000 | CAPITAL CAMPAIGN |
| ST MICHAEL & ALL ANGELS EPISCOPAL | |||||||
| 2304 PERIWINKLE WAY | SANIBEL | FL | 33957 | 592345300 | 501(C) | 12000 | GEN/OP SUPPORT |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 12502 PINE DRIVE | TAMPA | FL | 33612 | 042121377 | 501(C) | 5543 | PROGRAM/OP SUPPORT |
| SIDNEY AND BERNE DAVIS ART CENTER | |||||||
| 2301 FIRST STREET | FORT MYERS | FL | 33901 | 311536036 | 501(C) | 18000 | PROGRAM SUPPORT |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C) | 12531 | OPERATING SUPPORT |
| SANIBEL SCHOOL | |||||||
| 3840 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | 501(C) | 57005 | ||
| SOUTHWEST FLORIDA ATTRACTIONS ASSOC | |||||||
| PO BOX 60702 | FORT MYERS | FL | 33906 | 650618123 | 501(C) | 15000 | PROGRAM SUPPORT |
| SOUTHWEST FLORIDA SYMPHONY | |||||||
| 12651 MCGREGOR BLVD UNIT 4-403 | FORT MYERS | FL | 33919 | 591350404 | 501(C) | 199402 | PROGRAM/OP SUPPORT |
| SOUTHWEST WORKFORCE DEV BOARD | |||||||
| 9530 MARKETPLACE RD 104 | FORT MYERS | FL | 33912 | 501(C) | 8500 | PROGRAM SUPPORT | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 2635 CLEVELAND AVENUE | FORT MYERS | FL | 33901 | 501(C) | 9073 | PROGRAM/OP SUPPORT | |
| STORE TO DOOR OF OREGON | |||||||
| PO BOX 4665 | PORTLAND | OR | 97208 | 943105555 | 501(C) | 5936 | GEN/OP SUPPORT |
| SWFL COUNCIL INC BOY SCOUTS OF A | |||||||
| 1801 BOY SCOUT DR | FORT MYERS | FL | 33907 | 591150488 | 501(C) | 31808 | PROGRAM/OP SUPPORT |
| THE COMMUNITY FOUNDATION OF WESTERN | |||||||
| P O BOX 1888 | ASHEVILLE | NC | 28802 | 561223384 | 501(C) | 10000 | CULLASAJA OUTREACH |
| THE FOUNDATION FOR LEE COUNTY PUBLI | |||||||
| P O BOX 1608 | FORT MYERS | FL | 33902 | 592637849 | 501(C) | 165365 | PROGRAM/OP SUPPORT |
| THE HAVEN DROP-IN CENTER | |||||||
| 630 A WOODBURY DR | PORT CHARLOTTE | FL | 33954 | 651289084 | 501(C) | 20000 | PROGRAM SUPPORT |
| THE HEIGHTS FOUNDATION INC | |||||||
| 15775 PINE RIDGE ROAD | FORT MYERS | FL | 33908 | 651003872 | 501(C) | 6000 | OPERATING SUPPORT |
| THE IMAGINARIUM GROUP INC | |||||||
| 2000 CRANFORD AVE | FORT MYERS | FL | 33916 | 650226984 | 501(C) | 24137 | PROGRAM SUPPORT |
| THE LEGACY FOUNDATION SHELL POINT | |||||||
| 15010 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C) | 47815 | PROGRAM SUPPORT |
| THE SALVATION ARMY OF LEE HENDRY | |||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 580660607 | 501(C) | 46782 | PROGRAM/OP SUPPORT |
| THE SWFL MUSEUM OF HISTORY FOUNDATI | |||||||
| 2031 JACKSON ST | FORT MYERS | FL | 33901 | 651026058 | 501(C) | 10683 | MISSION MARKETING |
| THE STEVE RUMMLER MEMORIAL FD | |||||||
| 5025 PARK TERRACE | EDINA | MN | 55436 | 452903444 | 501(C) | 32500 | PROGRAM SUPPORT |
| THE UNITED WAY OF LEE HENDRY & GLA | |||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | 591005169 | 501(C) | 120707 | PROGRAM/OP SUPPORT |
| 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) | 15697 | PROGRAM/OP SUPPORT |
| WAKE UP AMERICA OF SWFL INC | |||||||
| PO BOX 1654 | FORT MYERS | FL | 33902 | 650997803 | 501(C) | 5343 | PORGRAM SUPPORT |
| YOUNG ARTISTS AWARD INC | |||||||
| PO BOX 152149 | CAPE CORAL | FL | 33915 | 571231237 | 501(C) | 12500 | YOUNG ARTIST AWARDS |
| ZION LUTHERAN CHURCH | |||||||
| 7401 WINKLER RD | FORT MYERS | FL | 33919 | 501(C) | 10000 | OPERATING SUPPORT | |
| MISC GRANTS 5000 & UNDER | |||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 501(C) | 137264 | OP/PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 140 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | ACADEMIC SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 68 | NumberOfRecipients |
| Amount Of Cash Grant | 263950 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SARAH OWEN | NamePerson |
| Title | PRESIDENT CEO | Title |
| Base Compensation Filing Org | 150000 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 5304 | DeferredCompFilingOrg |
| Total Compensation Filing Org | 155304 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 203750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF TRANSFER | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10000 | NumberOfContributions |
| Method Of Determining Revenues | UNDETERMINABLE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC. |
| THIRD ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | DECISION REPRESENTS THE TRANSFORMATIONAL AND RESULTS- BASED PHILANTHROPY, SUSTAINABLE AND INNOVATIVE INITIATIVES AND NEW STREAMS OF FUNDING THAT ARE EXPECTED TO BE DEVELOPED. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS INCLUDE: (A) EDUCATIONAL PROGRAMS FOR NONPROFITS, DONORS AND PROFESSIONAL ADVISORS; (B) DEVELOPMENT OF A SCHOLARSHIP HUB FOR STUDENTS RESEARCHING SCHOLARSHIP OPPORTUNITIES; (C) COACHING AND TECHNICAL ASSISTANCE TO NONPROFITS; (D) COMMUNITY LEADERSHIP/CONVENER SERVICES; (E) ART EXHIBITION AND(F) COMMUNITY RECOGNITION EVENTS. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED AND RESTATED WITH AN EFFECTIVE DATE OF DECEMBER 11, 2012. ANY SIGNIFICANT CHANGES MADE TO THIS GOVERNING INSTRUMENT RELATED ONLY TO THE FORMATION, MANAGEMENT, AND DUTIES OF THE VARIOUS COMMITTEES AS SET FORTH UNDER ARTICLE V. REVISIONS TO ARTICLE V OF SAID BYLAWS INCLUDED THE ELIMINATION OF AN INACTIVE STANDING COMMITTEE AND MODIFICATION OF LANGUAGE TO DEFINE, REDEFINE, AND/OR CLARIFY THE RESPONSIBILITIES OF THE VARIOUS COMMITTEES PROVIDED FOR UNDER SAID ARTICLE. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -447,015 AGENCY FUND CONTRIBUTIONS -2,150 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,162,572 REALIZED LOSS ON FIXED ASSET DISPOSITION 1,223 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,007 AGENCY FUND GRANTS 364,320 REALIZED LOSS ON FIXED ASSET DISPOSITION -1,223 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2NameOfDisregardedEntity/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