CHARLOTTE COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLOTTE COMMUNITY FOUNDATION INC (EIN 65-0455319)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-05-22
- IRS object ID
- 201331429349300128
- Schema version
- 2011v1.5
- 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 | 2013-05-22T14:08:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 MONCK | Name |
| Title | DIRECTOR | Title |
| Phone | 9416370077 | Phone |
| Date Signed | 2013-05-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEOFFREY L LORAH | Name |
| Phone | 9416378884 | Phone |
| Date Prepared | 2013-05-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| 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 | 8655209 | 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 | 2 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 92832 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2014559 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 313859 | InvestmentIncomePriorYear |
| Investment Income Current Year | 194793 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 40807 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37639 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 447498 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2246991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 123114 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 200576 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 178914 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 196441 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 6876 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 43355 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 162296 | OtherExpensePriorYear |
| Other Expenses Current Year | 235377 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 471200 | TotalExpensesPriorYear |
| Total Expenses Current Year | 632394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -23702 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1614597 | RevenuesLessExpensesCY |
| Total Assets BOY | 4363708 | TotalAssetsBOY |
| Total Assets EOY | 5973782 | TotalAssetsEOY |
| Total Liabilities BOY | 12784 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8261 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4350924 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5965521 | 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 | 183577 | Expense |
| Grants | 183576 | Grants |
| Description | THE FOUNDATION ADMINISTERS DONOR ADVISED, ENDOWED AND OTHER FUNDS TO PROVIDE SUPPORT FOR GENERAL CHARITABLE PURPOSES AS RECOMMENDED BY THE DONOR AND APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. THE FOUNDATION PROVIDED ASSISTANCE TO 13 DIFFERENT ORGANIZATIONS THAT QUALIFIED BASED ON DONOR REQUESTS AND BOARD APPROVALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31161 | Expense |
| Description | NON-PROFIT NETWORK: NEEDS ASSESSMENT SURVEYS ARE SENT OUT TO LOCAL NOT-FOR-PROFIT ORGANIZATIONS TO IDENTIFY THE NEEDS OF SUCH ORGANIZATIONS IN CHARLOTTE COUNTY. SUCH SURVEYS INQUIRE WHETHER THE ORGANIZATION NEEDS ASSISTANCE WITH GRANT WRITING, PLANNING FOR SUSTAINABILITY, AND TRAINING FOR BOARD MEMBERS. THE NON-PROFIT NETWORK ALSO OFFERS TRAINING WORKSHOPS BASED UPON THE SURVEY RESULTS. THE NETWORK ADDITIONALLY OFFERS ACCESS TO A RESOURCE LIBRARY AT THE FOUNDATION'S FACILITY WHEREBY LOCAL NOT-FOR-PROFIT ORGANIZATIONS CAN COME TO DO RESEARCH OR EVEN CHECK MATERIALS OUT FOR LATER REFERENCE. THE NETWORK PROVIDES WEEKLY NEWSLETTERS VIA EMIAL AND REGULARLY SCHEDULED LUNCH PROGRAMS. THE NONPROFIT NETWORK CONTINUES TO BE THE ONLY ORGANIZATION IN THE COUNTY THAT PROVIDES EXTENSIVE TRAINING IN MARKETING AND FUNDRAISING TO THE NONPROFIT COMMUNITY. THE NONPROFIT NETWORK PROGRAM IS BASED ON THE ONLY CAPACITY BUILDING STUDY CONDUCTED IN THE CHARLOTTE COUNTY NONPROFITS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17000 | Expense |
| Grants | 17000 | Grants |
| Description | CHARLOTTE COMMUNITY FOUNDATION SCHOLARSHIP PROGRAMS: ENDOWED SCHOLARSHIP PROGRAM: THE CCF, SINCE ITS INCEPTION IN 1995, HAS FOCUSED ON THE REASON FOR ITS EXISTENCE - 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 DESIRE TO IMPROVE THEMSELVES - TO FULFILL THEIR DREAMS - THROUGH HIGHER EDUCATION. IN 1997, AS EDISON STATE COLLEGE (THEN EDISON COLLEGE) WAS IN ITS SECOND YEAR AT THE CHARLOTTE COUNTY CAMPUS, THE CCF BOARD MADE A COMMITMENT TO ESTABLISH AN ENDOWED SCHOLARSHIP FUND FOR RESIDENTS OF CHARLOTTE COUNTY. IN 2000, WHEN FLORIDA GULF COAST UNIVERSITY WAS IN ITS EARLY DEVELOPMENT, THE CCF BOARD AGAIN MADE THE DECISION TO ESTABLISH AN ENDOWED SCHOLARSHIP FUND AT THE NEW UNIVERSITY - STRICTLY FOR RESIDENTS OF CHARLOTTE COUNTY. YOU'LL NOTE THE WORD "RESIDENTS." THESE ENDOWED FUNDS ARE NOT JUST FOR STUDENTS FINISHING HIGH SCHOOL IN CHARLOTTE COUNTY, BUT RATHER FOR ANY "RESIDENTS," NO MATTER THEIR AGES, WHO WISH TO EXPAND THEIR SKILLS AND COMPETENCIES AT ONE OR BOTH OF THESE FINE INSTITUTIONS. IN THE BEGINNING YEARS, THE FOUNDATION HELD ANNUAL GOLF TOURNAMENTS TO PROVIDE REVENUES TO ADD TO THESE TWO SPECIAL ENDOWED FUNDS. MORE RECENTLY, CHARLOTTE COUNTY RESIDENTS HAVE CONTRIBUTED TO THESE FUNDS. LEO WOTITZKY PROGRAM: THE LEO WOTITZKY SCHOLARSHIP FUND WAS ESTABLISHED AS AN ENDOWED FUND BY THE CCF BOARD OF DIRECTORS TO HONOR THE COMMUNITY LEADER AND FOUNDATION'S FIRST CHAIRMAN, LEO WOTITZKY. IT IS NOT A DONOR ADVISED FUND; A MYRIAD OF COMMUNITY MEMBERS, ALONG WITH FRIENDS AND FAMILY MEMBERS HAVE CONTRIBUTED TO THE FUND. A COMPETITIVE PROCESS HAS BEEN ESTABLISHED WITH A BOARD - APPOINTED COMMITTEE OF FOUR COMMUNITY LEADERS, ONE OF WHOM IS THE SON OF LEO WOTITZKY. THE BOARD APPROVES THE PROCESS WHICH INCLUDES: (A) AN EXTENSIVE APPLICATION PROCESS WITH CRITERIA THAT INCLUDES A GRADUATE OF A CHARLOTTE COUNTY PUBLIC HIGH SCHOOL, COMMUNITY SERVICE LEADERSHIP SKILLS, ACCEPTED TO (OR ALREADY ATTENDING AND IN GOOD STANDING) AN ACCREDITED POST-SECONDARY EDUCATION INSTITUTION, AN ESSAY ON FUTURE ASPIRATIONS, AND REFERENCES. (B) MARKETING OF THE SCHOLARSHIP PROGRAM THAT INCLUDES LETTERS TO ALL CHARLOTTE COUNTY PUBLIC SCHOOLS AND THE NEARBY ACADEMIC INSTITUTIONS, ADS IN LOCAL PAPERS, INCLUDING THE STUDENT PAPER, "BUZZ," NOTICES IN TWO LOCAL CHAMBERS OF COMMERCE AND ANNOUNCEMENTS VIA LOCAL RADIO PROGRAMS. (C) ASSESSMENT OF ALL APPLICATIONS USING A DETAILED EVALUATION FORM. ESTABLISHED INTERVIEW PROCESS WHEN COMMITTEE MEMBERS DESIRE ADDITIONAL INFORMATION. COMMITTEE RECOMMENDATION IS GIVEN TO THE CCF BOARD WHO THEN MAKES THE FINAL DETERMINATION FOR THE AWARDS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 288260 | Expense |
| Description | THESE ARE EXPENSES INCURRED TO ACCOMPLISH THE FOLLOWING FOUNDATION OBJECTIVES: STRATEGIC OBJECTIVES 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 TO IDENTIFY AND MATCH DONORS WITH CRITICAL COMMUNITY NEEDS. ENCOURAGE PROFESSIONAL DEVELOPMENT OF LOCAL NONPROFIT ORGANIZATIONS. DEVELOP AND SUPPORT POLICIES AND 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 | 288260 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 519998 | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| 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 | false | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | 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 | false | 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 (11 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 | 2.00 | 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 | |
| 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 | 2014559 | AllOtherContributions |
| Noncash Contributions | 41396 | NoncashContributions |
| Total Contributions | 2014559 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86548 | TotalRevenueColumn |
| Exclusion | $86,548 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6514668 | Securities |
| Other | 1795 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6408218 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 106450 | Securities |
| Other | 1795 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 108245 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| FUND MANAGEMENT FEES | 37530 | 37530 |
| SALE OF BOOKS | 109 | 109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37639 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2246991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 145884 | RelatedOrExemptFunctionIncome |
| Exclusion | $86,548 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200576 | Total |
| Program Services | 200576 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85000 | Total |
| Program Services | 68000 | ProgramServices |
| Management And General | 12750 | ManagementAndGeneral |
| Fundraising | 4250 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90767 | Total |
| Program Services | 72614 | ProgramServices |
| Management And General | 13615 | ManagementAndGeneral |
| Fundraising | 4538 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8340 | Total |
| Program Services | 6672 | ProgramServices |
| Management And General | 1251 | ManagementAndGeneral |
| Fundraising | 417 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12334 | Total |
| Program Services | 9868 | ProgramServices |
| Management And General | 1849 | ManagementAndGeneral |
| Fundraising | 617 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41860 | Total |
| Program Services | 33488 | ProgramServices |
| Management And General | 6279 | ManagementAndGeneral |
| Fundraising | 2093 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151 | Total |
| Program Services | 120 | ProgramServices |
| Management And General | 23 | ManagementAndGeneral |
| Fundraising | 8 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12205 | Total |
| Program Services | 9764 | ProgramServices |
| Management And General | 1831 | ManagementAndGeneral |
| Fundraising | 610 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31366 | Total |
| Program Services | 25093 | ProgramServices |
| Management And General | 4705 | ManagementAndGeneral |
| Fundraising | 1568 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27686 | Total |
| Program Services | 407 | ProgramServices |
| Management And General | 2885 | ManagementAndGeneral |
| Fundraising | 24394 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40867 | Total |
| Program Services | 32695 | ProgramServices |
| Management And General | 6129 | ManagementAndGeneral |
| Fundraising | 2043 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29454 | Total |
| Program Services | 19831 | ProgramServices |
| Management And General | 8383 | ManagementAndGeneral |
| Fundraising | 1240 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5918 | Total |
| Program Services | 2781 | ProgramServices |
| Management And General | 2781 | ManagementAndGeneral |
| Fundraising | 356 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16457 | Total |
| Program Services | 13166 | ProgramServices |
| Management And General | 2468 | ManagementAndGeneral |
| Fundraising | 823 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1973 | Total |
| Program Services | 1973 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19314 | Total |
| Program Services | 16417 | ProgramServices |
| Management And General | 2897 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3227 | Total |
| Program Services | 2582 | ProgramServices |
| Management And General | 484 | ManagementAndGeneral |
| Fundraising | 161 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4739 | Total |
| Program Services | 3791 | ProgramServices |
| Management And General | 711 | ManagementAndGeneral |
| Fundraising | 237 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160 | Total |
| Program Services | 160 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632394 | Total |
| Program Services | 519998 | ProgramServices |
| Management And General | 69041 | ManagementAndGeneral |
| Fundraising | 43355 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31405 | BOY |
| EOY | 144106 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1033204 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4620 | BOY |
| EOY | 2461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 535851 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20798 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 376222 | BOY |
| EOY | 515053 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3950603 | BOY |
| EOY | 4278958 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 747 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4363708 | BOY |
| EOY | 5973782 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3464 | BOY |
| EOY | 4941 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9320 | BOY |
| EOY | 3320 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12784 | BOY |
| EOY | 8261 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2610253 | BOY |
| EOY | 2489425 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1740671 | BOY |
| EOY | 3476096 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4350924 | BOY |
| EOY | 5965521 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4363708 | BOY |
| EOY | 5973782 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1614597 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 724285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1395661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92832 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2054015 | CurrentTaxYear |
| Total | 4473192 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 724285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1395661 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92832 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2054015 | CurrentTaxYear |
| Total | 4473192 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4473192 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79854 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86549 | CurrentTaxYear |
| Total | 448031 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4921223 | TotalSupport |
| Gross Receipts From Admissions Etc | 37639 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83630 | 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 | 16 | NumberFundsHeld |
| Donor Advised Contributions | 298305 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 1716254 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 15515 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 185061 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 279320 | AggregateDAFValue |
| Aggregate Fund Value | 3196778 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
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 | 27167 | OtherCostOrOtherBasis |
| Depreciation | 20798 | Depreciation |
| Book Value | 6369 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 140000 | InvestmentCostOrOtherBasis |
| Book Value | 140000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 477033 | TotalOfBookValueLandBuildings |
| Total Revenue | 2246991 | TotalRevenue |
| Total Expenses | 632394 | TotalExpenses |
| Excess Or Deficit For Year | 1614597 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -322911 | NetUnrealizedGLOnInvestments |
| Other | $37,530 | OtherAmount |
| Total Adjustments | -285381 | TotalAdjustments |
| Excess Or Deficit Per FS | 1329216 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1924080 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -322911 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -322911 | RevenueNotRptdF990 |
| Revenue Subtotal | 2246991 | RevenueSubtotal |
| Total Revenue Per Form990 | 2246991 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 594864 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | -37530 | LossesReported |
| Expenses Not Rptd F990 | -37530 | ExpensesNotRptdF990 |
| Expenses Subtotal | 632394 | ExpensesSubtotal |
| Total Expenses Per Form990 | 632394 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 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 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 FOR THE 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 WITH 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, 2011, 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. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | LOSSES REPORTED ON RETURN -37,530 |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIV | DURING 2010 AND 2011, THE FOUNDATION ACQUIRED LAND IN DOWNTOWN PUNTA GORDA, UPON WHICH THE FOUNDATION INTENDS TO BUILD ITS FUTURE HOME. THE PRELIMINARY DESIGN OF THE PERMANENT CHARLOTTE COMMUNITY FOUNDATION INCLUDES TWO BUILDINGS JOINED BY A COURTYARD. ONE BUILDING IS FOR DAILY OPERATIONS AND ONE WILL BE USED FOR EDUCATION. AT DECEMBER 31, 2011, THE FOUNDATION HAD INCURRED ENGINEERING RELATED START-UP COSTS WHICH HAVE BEEN RECORDED TO CONSTRUCTION IN PROGRESS TOTALING 38,020. UNTIL THIS 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 (10 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 | 7817 |
| VIRGINIA B ANDES VOLUNTEER COMMUNIT | ||||||
| 21450 GIBRALTER DRIVE | PORT CHARLOTTE | FL | 33952 | 650958642 | 3 | 33962 |
| CHARLOTTE CO HABITAT FOR HUMANITY | ||||||
| 1750 MANZANA AVE | PUNTA GORDA | FL | 33950 | 592870908 | 3 | 12015 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE FL 2 | NEW YORK | NY | 100015126 | 133433452 | 3 | 9515 |
| CHARLOTTE HARBOR ENVIRONMENTAL CENT | ||||||
| 10941 BURNT STORE ROAD | PUNTA GORDA | FL | 33955 | 592853001 | 3 | 6225 |
| ST LAWRENCE UNIVERSITY ALUMNI FUND | ||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | 150532239 | 3 | 10000 |
| ANIMAL WELFARE LEAGUE INC | ||||||
| 3519 DRANCE STREET | PORT CHARLOTTE | FL | 33980 | 591146309 | 3 | 5200 |
| CHARLOTTE PLAYERS INC | ||||||
| PO BOX 494088 | PORT CHARLOTTE | FL | 33949 | 858012626 | 3 | 7550 |
| SOCIETY OF ST VINCENT DE PAUL | ||||||
| 25200 AIRPORT ROAD | PUNTA GORDA | FL | 33950 | 800029958 | 3 | 7500 |
| HELP IN CHARLOTTE COUNTY | ||||||
| 21061 RIDDLE AVENUE | PORT CHARLOTTE | FL | 33954 | 858014997 | 3 | 17400 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18985 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22411 | 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 | 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 | THE ORGANIZATION IS USING A REAL ESTATE BROKER TO TRY AND SELL A PIECE OF PROPERTY THAT WAS DONATED TO THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AMENDED RETURN EXPLANATION | FORM 990, PAGE 1, ITEM B | TAX RETURN IS BEING AMENDED TO REPORT ON PART VII, SECTION A, PART 1A, GREGORY C. BOBONICH AS A DIRECTOR AND CEO OF THE FOUNDATION WITH WAGES OF 85,000 FOR THE 2011 TAX YEAR. ON THE ORIGINALLY FILED RETURN, MR. BOBONICH WAS MISCLASSIFIED AS A KEY EMPLOYEE AND DUE TO THE FACT THAT HIS WAGES ARE UNDER THE 100,000 THRESHOLD, WAS NOT SHOWN ON PART VII, SECTION A, PART 1A. |
| SECOND ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | WEEKLY NEWSLETTERS VIA EMIAL AND REGULARLY SCHEDULED LUNCH PROGRAMS. THE NONPROFIT NETWORK CONTINUES TO BE THE ONLY ORGANIZATION IN THE COUNTY THAT PROVIDES EXTENSIVE TRAINING IN MARKETING AND FUNDRAISING TO THE NONPROFIT COMMUNITY. THE NONPROFIT NETWORK PROGRAM IS BASED ON THE ONLY CAPACITY BUILDING STUDY CONDUCTED IN THE CHARLOTTE COUNTY NONPROFITS. |
| THIRD ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | SCHOLARSHIP FUND FOR RESIDENTS OF CHARLOTTE COUNTY. IN 2000, WHEN FLORIDA GULF COAST UNIVERSITY WAS IN ITS EARLY DEVELOPMENT, THE CCF BOARD AGAIN MADE THE DECISION TO ESTABLISH AN ENDOWED SCHOLARSHIP FUND AT THE NEW UNIVERSITY - STRICTLY FOR RESIDENTS OF CHARLOTTE COUNTY. YOU'LL NOTE THE WORD "RESIDENTS." THESE ENDOWED FUNDS ARE NOT JUST FOR STUDENTS FINISHING HIGH SCHOOL IN CHARLOTTE COUNTY, BUT RATHER FOR ANY "RESIDENTS," NO MATTER THEIR AGES, WHO WISH TO EXPAND THEIR SKILLS AND COMPETENCIES AT ONE OR BOTH OF THESE FINE INSTITUTIONS. IN THE BEGINNING YEARS, THE FOUNDATION HELD ANNUAL GOLF TOURNAMENTS TO PROVIDE REVENUES TO ADD TO THESE TWO SPECIAL ENDOWED FUNDS. MORE RECENTLY, CHARLOTTE COUNTY RESIDENTS HAVE CONTRIBUTED TO THESE FUNDS. LEO WOTITZKY PROGRAM: THE LEO WOTITZKY SCHOLARSHIP FUND WAS ESTABLISHED AS AN ENDOWED FUND BY THE CCF BOARD OF DIRECTORS TO HONOR THE COMMUNITY LEADER AND FOUNDATION'S FIRST CHAIRMAN, LEO WOTITZKY. IT IS NOT A DONOR ADVISED FUND; A MYRIAD OF COMMUNITY MEMBERS, ALONG WITH FRIENDS AND FAMILY MEMBERS HAVE CONTRIBUTED TO THE FUND. A COMPETITIVE PROCESS HAS BEEN ESTABLISHED WITH A BOARD - APPOINTED COMMITTEE OF FOUR COMMUNITY LEADERS, ONE OF WHOM IS THE SON OF LEO WOTITZKY. THE BOARD APPROVES THE PROCESS WHICH INCLUDES: (A) AN EXTENSIVE APPLICATION PROCESS WITH CRITERIA THAT INCLUDES A GRADUATE OF A CHARLOTTE COUNTY PUBLIC HIGH SCHOOL, COMMUNITY SERVICE LEADERSHIP SKILLS, ACCEPTED TO (OR ALREADY ATTENDING AND IN GOOD STANDING) AN ACCREDITED POST-SECONDARY EDUCATION INSTITUTION, AN ESSAY ON FUTURE ASPIRATIONS, AND REFERENCES. (B) MARKETING OF THE SCHOLARSHIP PROGRAM THAT INCLUDES LETTERS TO ALL CHARLOTTE COUNTY PUBLIC SCHOOLS AND THE NEARBY ACADEMIC INSTITUTIONS, ADS IN LOCAL PAPERS, INCLUDING THE STUDENT PAPER, "BUZZ," NOTICES IN TWO LOCAL CHAMBERS OF COMMERCE AND ANNOUNCEMENTS VIA LOCAL RADIO PROGRAMS. (C) ASSESSMENT OF ALL APPLICATIONS USING A DETAILED EVALUATION FORM. ESTABLISHED INTERVIEW PROCESS WHEN COMMITTEE MEMBERS DESIRE ADDITIONAL INFORMATION. COMMITTEE RECOMMENDATION IS GIVEN TO THE CCF BOARD WHO THEN MAKES THE FINAL DETERMINATION FOR THE AWARDS. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | THESE ARE EXPENSES INCURRED TO ACCOMPLISH THE FOLLOWING FOUNDATION OBJECTIVES: STRATEGIC OBJECTIVES 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 TO IDENTIFY AND MATCH DONORS WITH CRITICAL COMMUNITY NEEDS. ENCOURAGE PROFESSIONAL DEVELOPMENT OF LOCAL NONPROFIT ORGANIZATIONS. DEVELOP AND SUPPORT POLICIES AND 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. |
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