2012-11-09T16:11:58-06:00 2012-06-30 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191049 990 2011-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 RONALD E PENN 2392745900 2012-10-31 true PATTI R HARDIN 2399392233 2012-11-09 2011 2016-02-24 21:20:13Z RONALD E PENN CFO COO 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 12272340 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL 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. 27 27 16 125 0 1025144 5166046 0 3428780 1243448 -1995 539 4451929 6410033 3231912 2454892 0 771397 763054 0 81982 651910 771681 4655219 3989627 -203290 2420406 60882511 63957237 5979810 5816358 54902701 58140879 X 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. true false 1941009 1711802 1282781 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. 458232 343080 3668126 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.). 122829 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. 763583 400010 215139 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. 763583 400010 215139 3285653 true true false false false true false true false false true false false true true true true false false false false false false false false false false true false false false false false false false false false false true true false false true false false false false false true 6 0 true 16 true false false false false false true true false false false false false false false X 27 27 false false false false false false false true true true false true true true true true true true true false FL X X X RONALD E PENN 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 JULIA I EAST 50.00 X X 140610 0 8085 SARAH OWENS 50.00 X X 26613 0 0 GARY AUBUCHON 1.00 X 0 0 0 JAY BRETT 1.00 X X 0 0 0 DAWN-MARIE DRISCOLL 10.00 X X 0 0 0 CHARLES IDELSON 1.00 X 0 0 0 DAVID LUCAS 1.00 X 0 0 0 JOSEPH MAZURKIEWICZ 3.00 X 0 0 0 DAVID SHELLENBARGER 1.00 X 0 0 0 A SCOTT WHITE 1.00 X X 0 0 0 KEVIN ERWIN 1.00 X 0 0 0 JUDGE ARCHIE B HAYWARD JR 1.00 X 0 0 0 MARIE M ACKORD 1.00 X 0 0 0 ROY BORREGO 1.00 X 0 0 0 PATRICIA K DOBBINS 1.00 X 0 0 0 DR LARRY A HOBBS 1.00 X 0 0 0 ROBBIE B ROEPSTORFF 1.00 X 0 0 0 STEVEN WHITLEY 1.00 X 0 0 0 MYRA HALE WALTERS 1.00 X 0 0 0 GUY WHITESMAN 1.00 X 0 0 0 DEBORAH BRAENDLE 1.00 X 0 0 0 DARREN ROBERTSHAW 1.00 X 0 0 0 ALEXANDER ROBINSON 3.00 X 0 0 0 CRAIG FOLK 1.00 X 0 0 0 CHARLES GREEN 1.00 X 0 0 0 JOHN GAMBA JR 1.00 X 0 0 0 HOWARD L LELAND 1.00 X 0 0 0 GAY REBEL THOMPSON 1.00 X 0 0 0 JACQUELINE M MCCURDY 1.00 X 0 0 0 RONALD E PENN 50.00 X 81210 0 2822 248433 10907 1 false false false 14412 5151634 120728 5166046 1030064 1030064 5860729 214962 5861684 623 -955 214339 213384 -1578 214962 MISCELLANEOUS INCOME 539 539 539 6410033 -1039 1245026 2454892 2454892 279563 138497 123734 17332 387791 192114 171636 24041 14860 7362 6577 921 27988 13866 12387 1735 52852 26183 23392 3277 6246 6246 29000 14367 12835 1798 162340 80424 71852 10064 95202 47164 42136 5902 19612 9716 8680 1216 44472 22032 19683 2757 55894 27690 24739 3465 84708 41965 37492 5251 7669 2160 5509 11258 2517 8741 18863 9345 8349 1169 16398 8123 7258 1017 COMMUNITY INITIATIVE 105700 105700 SPECIAL EVENTS 59957 59957 DUES & SUBSCRIPTIONS 17885 8860 7916 1109 PRINTING AND PUBLICATION 14962 7412 6622 928 21515 5307 16208 3989627 3285653 621992 81982 306888 175058 200 45739 38626 145231 61052 43171 84179 47225262 47763906 13261451 15895268 60882511 63957237 39537 58554 481576 454930 5458697 5302874 5979810 5816358 X 43315456 45441676 11587245 12699203 54902701 58140879 60882511 63957237 2420406 817772 X false true true X false X 6544336 7071528 4077397 1025144 5166046 23884451 6544336 7071528 4077397 1025144 5166046 23884451 5142921 18741530 2676814 1092485 955337 937278 1030064 6691978 30576429 539 0.61290 0.60220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73 582020 742750 6014334 true true false false 9800 9800 X X ARTIST RECOGNITION PROG. false false false false false false 25122 3511 21611 110309 57166 53143 9800 375 9425 84179 DEFERRED GIFTS REC - CRTS 11976870 DEFERRED GIFTS REC - CGAS 2159061 CONTRIBUTIONS RECEIVABLE 1686000 LIFE INSURANCE - REMAINDER INTEREST 73337 15895268 FUNDS HELD AS AGENCY ACCOUNTS 3786110 ANNUITY OBLIGATIONS 1516764 5302874 6410033 3989627 2420406 -480373 6487 1291658 817772 3238178 7034604 -480373 6487 1097834 623948 6410656 -623 -623 6410033 3796426 -180792 -180792 3977218 12409 12409 3989627 COLLECTIONS AND RELATION TO EXEMPT PURPOSE SCHEDULE D, PAGE 2, PART III, LINE 4 ARTISTS HAVE CONTRIBUTED PAINTINGS AND PHOTOGRAPHY ART COMPRISING THE FOUNDATION'S ART COLLECTION WHICH IS DISPLAYED IN THE FOUNDATION'S OFFICES ALONG SIDE OF A JURIED ART EXHIBIT OF LOCAL ARTISTS IN SOUTHWEST FLORIDA. DISPLAYING THE ART BUILDS AWARENESS AND BRINGS RECOGNITION TO THE ARTISTS IN SOUTHWEST FLORIDA. THE COLLECTION SHOWS OUR COMMITMENT TO THE ARTS COMMUNITY AND, ALONG WITH THE JURIED ART EXHIBIT, PROVIDES A MEANS FOR THE ARTISTS TO MAKE A CONTRIBUTION TO THE FOUNDATION'S ARTS ENDOWMENT FUNDS VIA THE EXHIBIT. AS PART OF OUR MISSION TO CONNECT DONORS WITH THE NEEDS OF THE COMMUNITY, THIS IS BUT ONE OF THE WAYS TO BRING ABOUT THIS CONNECTION. 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 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, 2012 AND 2011. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -12,260 AGENCY FUND CONTRIBUTIONS -11,300 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,121,194 PLEDGES 200 REALIZED LOSS ON FIXED ASSET DISPOSITION 623 AGENCY FUND GRANTS 180,792 REALIZED LOSS ON FIXED ASSET DISPOSITION -623 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 13,032 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -12,260 AGENCY FUND CONTRIBUTIONS -11,300 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,121,194 PLEDGES 200 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B REALIZED LOSS ON FIXED ASSET DISPOSITION -623 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D AGENCY FUND GRANTS -180,792 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B REALIZED LOSS ON FIXED ASSET DISPOSITION -623 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 13,032 true 4KIDS OF SOUTHWEST FLORIDA INC 827 S STATE RD FORT LAUDERDALE FL 33068 611416525 501 27274 PROGRAM SUPPORT ABUSE COUNSELING & TREATMENT INC P O BOX 60401 FORT MYERS FL 33906 591864735 501 13000 PROGRAM SUPPORT AMERICAN RED CROSS OF LEE COUNTY 7051 CYPRESS TERRACE SUITE 110 FORT MYERS FL 33907 530196605 501 20000 SVC TO ARMED FORCES ANIMAL REFUGE CENTERINC P O BOX 6642 FORT MYERS FL 33902 650057419 501 9440 PROGRAM/OP SUPPORT ARTFEST FORT MYERS INC 2443 FIRST ST FORT MYERS FL 33901 651119729 501 16000 ARTFEST FORT MYERS BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL FL 33957 592775992 501 8680 PROGRAM SUPPORT BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL FL 33957 592775992 501 10000 PROGRAM SUPPORT BEACON OF HOPE 5465 PINE ISLAND RD BOKEELIA FL 33922 030551791 501 15000 PROGRAM SUPPORT BIG ARTS 900 DUNLOP ROAD SANIBEL FL 33957 591956939 501 6500 MARKETING BIG BROTHERS BIG SISTERS OF THE SUN 101 W VENICE AVE SUITE 34 VENICE FL 34285 591361826 501 6637 MARKETING/EXPANSION BISHOP VEROT HIGH SCHOOL 5598 SUNRISE DR FORT MYERS FL 33919 590995499 501 10000 SCHOLARSHIP FD BOBBY NICHOLS FIDDLESTICKS CHARITY 15391 CANONGATE DR FORT MYERS FL 33912 043649766 501 6000 PROGRAM SUPPORT BONITA SPRINGS LIONS CLUB EYE 10322 PENNSYLVANIA AVE BONITA SPRINGS FL 34135 450560906 501 10000 OPERATING SUPPORT BRIGHTEST HORIZONS CHILD DEVELOPMEN 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501 14299 PROGRAM/OP SUPPORT CALOOSA HUMANE SOCIETY P O BOX 2337 LABELLE FL 33975 650759567 501 31220 PROGRAM/OP SUPPORT CAPE CORAL CHAMBER OF COMMERCE 2051 CAPE CORAL PKWY CAPE CORAL FL 33904 501 7500 PROGRAM SUPPORT CAPTIVA CHAPEL BY THE SEA P O BOX 162 CAPTIVA FL 33924 596143042 501 140297 PROGRAM/OP SUPPORT CATHOLIC CHARITIES DIOCESE OF VENI 4235 MICHIGAN LINK AVE FORT MYERS FL 33916 592473176 501 15000 READING PROGRAM CENTER FOR THE ARTS 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501 12000 OP SUPPORT/MARKETING CHARITABLE FOUNDATION OF THE ISLAND 2460 PALM RIDGE RD FORT MYERS FL 33916 274027791 501 75513 PROGRAM SUPPORT CHARLOTTE CNTY HABITAT FOR HUMANITY 1750 MANZANA AVE PUNTA GORDA FL 33950 592870908 501 21226 PROGRAM SUPPORT CHARLOTTE CNTY HOMELESS COALITION PO BOX 380157 MURDOCK FL 33938 650139525 501 18371 OPERATING SUPPORT CHARLOTTE HARBOR ENVIRONMENTAL CENT 10941 BURNT STORE ROAD PUNTA GORDA FL 33955 592853001 501 27000 OPERATING SUPPORT CHILD CARE OF SOUTHWEST FLORIDA IN 6831 PALISADES PARK COURT SUITE 6 FORT MYERS FL 33912 596198583 501 29500 PROGRAM SUPPORT CHILDREN'S ADVOCACY CENTER OF SWFL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501 13700 OPERATING SUPPORT CHILDREN'S ADVOCACY CENTER OF SWFL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501 51000 OPERATING SUPPORT CHILDREN'S HOME SOCIETY OF FL 1940 MARAVILLE AVE FORT MYERS FL 33901 590192430 501 15000 INDEPENDENT LIVING CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 501 6000 OPERATING SUPPORT CITY OF SANIBEL 800 DUNLOP ROAD SANIBEL FL 33957 GOV 21000 PROGRAM SUPPORT CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501 5893 PORGRAM SUPPORT COLUMBIA COLLEGE OFFICE OF ALUMNI A 622 WEST 113TH ST 3RD FL MC4530 NEW YORK NY 10025 501 19000 SCHOLARSHIPS COMMUNITY COOPERATIVE MINISTRIES I P O BOX 2143 FORT MYERS FL 33902 592602772 501 19178 PROGRAM SUPPORT CONSERVANCY OF SW FL 1450 MERRIHUE DR NAPLES FL 34102 591157084 501 10000 EXPANSION CYPRESS COVE AT HEALTHPARK FL 10200 CYPRESS COVE DR FORT MYERS FL 33908 650610085 501 18584 SNOEZELEN ROOM DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS FL 33906 501 8000 OUR LADY OF LIGHT EASTER SEALS FLORIDA INC 1650 MEDICAL LANE SUITE 1 FORT MYERS FL 33907 590637848 501 20000 FAMILY RESOURCE PROJ ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501 10000 COMM GARDENS ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501 8000 PROGRAM SUPPORT EDISON FESTIVAL OF LIGHTS PO BOX 339 FORT MYERS FL 33902 650118122 501 8000 PROGRAM SUPPORT EDISON STATE COLLEGE P O BOX 60210 FORT MYERS FL 33906 501 7000 SCHOLARSHIPS FISH OF SANIBEL 1630 PERIWINKLE WAY SUITE B SANIBEL FL 33957 208892375 501 10000 PROGRAM SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DR NAPLES FL 34109 440610626 501 8400 OPERATING SUPPORT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501 10180 PROGRAM/OP SUPPORT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501 16000 SCHOLARSHIPS FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501 5115 PROGRAM/OP SUPPORT FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501 12500 MARKETING FLORIDA STATE UNIVERSITY SUITE 44000A UNIVERSITY CENTER TALLAHASSEE FL 32306 501 25250 SCHOLARSHIPS FORT MYERS COMMUNITY CONCERT ASSOC PO BOX 606 FORT MYERS FL 33902 591739068 501 10472 PROGRAM/OP SUPPORT FRIENDS OF THE LAKES REGIONAL LIBRA 15290 BASS RD FORT MYERS FL 33919 650145488 501 6000 SWFL READING FEST GOODWILL INDUSTRIES OF SOUTHWEST FL 4940 BAYLINE DR NORTH FORT MYERS FL 33917 596196141 501 32768 PROGRAM/OP SUPPORT GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501 10351 PROGRAM/OP SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501 9584 PROGRAM/OP SUPPORT GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501 19000 OP SUPPORT/MARKETING HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501 80549 PROGRAM/OP SUPPORT HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS FL 33901 592332120 501 26851 OPERATING SUPPORT HIGHLANDS CASHIERS HOSPITAL FOUNDAT P O BOX 190 HIGHLANDS NC 28741 561165833 501 15000 PROGRAM SUPPORT HOPE CLUBHOUSE OF SWFL 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501 15000 PROGRAM /OP SUPPORT HOPE HEALTHCARE SERVICES 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501 6000 PROGRAM/OP SUPPORT JUNIOR ACHIEVEMENT OF SWFL 9530 MARKETPLACE PD FORT MYERS FL 33912 650503084 501 16221 PROGRAM SUPPORT LABELLE ELEM SCHOOL 150 WEST COWBOY WAY LABELLE FL 33935 501 10000 PROGRAM SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501 27700 PROGRAM SUPPORT LEE MEMORIAL HEALTH SYSTEM FOUNDATI PO BOX 2218 FORT MYERS FL 33902 650645343 501 14637 PROGRAM/OP SUPPORT LEE MEMORIAL HEALTH SYSTEM FOUNDATI PO BOX 2218 FORT MYERS FL 33902 650645343 501 72100 PROGRAM/OP SUPPORT LEHIGH COMM SERVICE INC 201 PLAZA DR LEHIGH ACRES FL 33936 591773738 501 11939 PROGRAM/OP SUPPORT LIBERTY YOUTH RANCH PO BOX 110718 NAPLES FL 34108 383674666 501 17038 OPERATING SUPPORT LIBERTY YOUTH RANCH PO BOX 110718 NAPLES FL 34108 383674666 501 19500 OPERATING SUPPORT LITERACY COUNCIL GULF COAST INC PO BOX 2703 BONITA SPRINGS FL 34133 650153890 501 26883 PROGRAM SUPPORT MALDEN CATHOLIC HIGH SCHOOL 99 CRYSTAL ST MALDEN MA 02148 501 10000 OPERATING SUPPORT MUSIC FOUNDATION OF SOUTHWEST FLORI 13300-56 S CLEVELAND AVE PMB 214 FORT MYERS FL 33907 650264107 501 8500 PROGRAM SUPPORT NAMI LEE COUNTY INC PO BOX 80816 FORT MYERS FL 33994 650122844 501 15000 PROGRAM/OP SUPPORT NATIONAL PARKINSON FOUNDATION 1501 NORTHWEST NINTH AVE MIAMI FL 33136 590968031 501 25706 RESEARCH NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501 22337 PROGRAM/OP SUPPORT NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501 7250 PROGRAM/OP SUPPORT NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVE FORT LAUDERDALE FL 33314 501 24750 SCHOLARSHIPS OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501 13837 PROGRAM/OP SUPPORT PAWS LEE COUNTY INC 13410 N CLEVELAND AVE FORT MYERS FL 33903 943467822 501 21916 SPAY/NEUTER PROJECT PEACE BY PIECE LEARNING CENTER 965 PONDELLA RD NORTH FORT MYERS FL 33903 261199993 501 18000 RENOVATION PINE MANOR IMPROVEMENT ASSOC INC PO BOX 61464 FORT MYERS FL 33906 650133208 501 15000 PROGRAM SUPPORT RIVER DISTRICT ALLIANCE (FORT MYERS P O BOX 1686 FORT MYERS FL 33901 650542768 501 13000 ART WALK SAFE HARBOR MINISTRIES 12960 PLANTATION RD FORT MYERS FL 33966 650617201 501 23233 PROGRAM / OP SUPPORT SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501 17039 OPERATING SUPPORT SENIOR FRIENDSHIP CENTERS OF LEE CO 5272 SUMMERLIN COMMONS WAY BLDG 6 FORT MYERS FL 33907 591522614 501 10000 SENIOR DAY PROJECT SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 042121377 501 5306 PROGRAM/OP SUPPORT SIDNEY AND BERNE DAVIS ART CENTER 2301 FIRST STREET FORT MYERS FL 33901 311536036 501 18000 MARKETING SOUTH COUNTY YMCA 701 CENTER RD VENICE FL 34285 591629660 501 9250 PROGRAM SUPPORT SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501 16000 PROGRAM SUPPORT SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501 30187 PROGRAM/OP SUPPORT SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501 21000 PROGRAM/OP SUPPORT ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 501 8680 PROGRAM/OP SUPPORT SUNCOAST HUMANE SOCIETY 6781 SAN CASA DRIVE ENGLEWOOD FL 34224 237174193 501 8117 HUMANE.ORG SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501 31915 PROGRAM/OP SUPPORT THE COMMUNITY FOUNDATION OF WESTERN P O BOX 1888 ASHEVILLE NC 28802 561223384 501 10000 CULLASAJA OUTREACH THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS FL 33902 592637849 501 7625 PROGRAM/OP SUPPORT THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS FL 33902 592637849 501 66230 SCHOLARSHIP PROGRAMS THE HEIGHTS FOUNDATION INC 15775 PINE RIDGE ROAD FORT MYERS FL 33908 651003872 501 5500 OPERATING SUPPORT THE IMAGINARIUM GROUP INC 2000 CRANFORD AVE FORT MYERS FL 33916 650226984 501 11500 COMMUNITY CONNECT THE LABORATORY THEATER OF FL 8720 CHATHAM ST FORT MYERS FL 33907 270526903 501 6000 OPERATING SUPPORT THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501 31216 PROGRAM/OP SUPPORT THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501 13500 PROGRAM/OP SUPPORT THE SWFL MUSEUM OF HISTORY FOUNDATI 2031 JACKSON ST FORT MYERS FL 33901 651026058 501 6500 MISSION MARKETING THE UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501 52446 PROGRAM/OP SUPPORT THE UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501 37200 PROGRAM/OP SUPPORT THEATRE CONSPIRACY 3806 HANOVER ST FORT MYERS FL 33901 650569413 501 10000 MARKETING TOWN OF FORT MYERS BEACH 2523 ESTERO BOULEVARD FORT MYERS BEACH FL 33931 650632342 501 18500 MOUND HOUSE UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501 15433 PROGRAM/OP SUPPORT UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501 6000 MARKETING UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 501 17900 SCHOLARSHIPS UNIVERSITY OF FLORIDA PO BOX 114025 GAINESVILLE FL 32611 501 57950 SCHOLARSHIPS UNIVERSITY OF MIAMI 1252 MEMORIAL DRIVE CORAL GABLES FL 33124 501 21200 SCHOLARSHIPS UNIVERSITY OF SOUTH FLORIDA P O BOX 864571 ORLANDO FL 32886 501 35000 SCHOLARSHIPS VOICES FOR KIDS OF SW FL 2075 WEST FIRST ST FORT MYERS FL 33901 592296529 501 9450 OPERATING SUPPORT YOUNG ARTISTS AWARD INC PO BOX 152149 CAPE CORAL FL 33915 571231237 501 10000 YOUNG ARTIST AWARDS ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 501 8000 OPERATING SUPPORT MISC GRANTS 5000 & UNDER 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 501 123515 DONOR ADVISED GRANTS 5000 & UNDER 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 501 48300 143 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 EACH NONPROFIT AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT A FINAL GRANT EVALUATION REPORT FORM THAT OUTLINES WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDES A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORT IS INCLUDED IN THE GRANT AWARD LETTER AND IS USUALLY 13 MONTHS AFTER THE GRANT IS AWARDED, AS GRANTS ARE AWARDED FOR ONE YEAR. WE ALSO MONITOR ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. WHEN A GRANT IS AWARDED A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE OR PURPOSES DESCRIBED IN THE PROPOSAL THE GRANTEE ORGANIZATION SUBMITTED TO THE COMMUNITY FOUNDATION. X 2 9800 COMPARABLE SALES X 5 110928 FMV ON DATE OF TRANSFER false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B DONATED SECURITIES ARE FORWARDED TO SEI INVESTMENTS, INC., THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO. 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. ANY SIGNIFICANT NEW PROGRAM SERVICES NOT LISTED ON A PRIOR RETURN FORM 990, PAGE 2, PART III, LINE 2 SEE PART III, LINE 4C 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. OFFICERS WHO CANNOT BE REACHED FORM 990, PAGE 6, PART VI, LINE 9 JULIA I. EAST 508 CAPE CORAL PARKWAY WEST CAPE CORAL, FL 33914 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. 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