2012-10-10T11:22:07-04:00 2012-06-30 DAVID R RAMOS CPA 4215 OLD ROAD 37 LAKELAND FL 33813 990 2011-07-01 593649871 COMMUNITY FOUNDATION OF GREATER LAKELAND INC COMM 8636833131 1501 S FLORIDA AVE LAKELAND FL 33803 TERRY SIMMERS 8636833131 2012-09-12 true DAVID R RAMOS 8637017885 2012-10-10 X 2011 2016-02-24 21:20:13Z TERRY SIMMERS 1501 S FLORIDA AVENUE LAKELAND FL 33803 12096569 false false X CFGL.ORG X 2000 FL THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1)DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2)LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3)THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH LAKELAND IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. 13 13 6 14 0 18668100 13409932 0 11148245 -1735691 188463 295165 30004808 11969406 9817903 8726204 0 399185 397566 0 0 149133 160383 10366221 9284153 19638587 2685253 87577547 89938377 4851492 4527069 82726055 85411308 THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1)DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2)LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3)THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH LAKELAND IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. 8900496 8726204 THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, THE FOUNDATION PROVIDES QUALIFIED COUNCEL, GUIDANCE AND STEWARDSHIP BY HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS AND 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH LAKELAND IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. 8900496 true true false false true false false false true true true false false true false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 6 0 true 6 true false false false false false true 12 true true false 13 13 false false true false false false false true true false false true true true true true true true true true false FL X X COMMUNITY FOUNDATION OF GREATER LAKELAND INC 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 TERRY SIMMERS 40.00 X 79447 0 0 BRUCE ABELS 1.00 X 0 0 0 LAURA HAWLEY 1.00 X 0 0 0 WALKER WILKERSON 1.00 X 0 0 0 BARNEY BARNETT 1.00 X 0 0 0 BRENDA CRAFT 1.00 X 0 0 0 PATRICK FAGAN 1.00 X 0 0 0 ED GROSSMAN 1.00 X 0 0 0 CLAYTON HOLLIS 1.00 X 0 0 0 SARAH MCKAY 1.00 X 0 0 0 CHARLES MCPHERSON 1.00 X 0 0 0 BONNIE PARKER 1.00 X 0 0 0 LYLE PHILIPSON 1.00 X 0 0 0 ANU SAXENA 1.00 X 0 0 0 RICK STEPHENS 1.00 X 0 0 0 JOHN VREELAND 1.00 X 0 0 0 AMY ROYAL 40.00 X 41750 0 0 LORI MARTINI 40.00 X 70643 0 0 191840 false false false 13409932 10177098 13409932 2367699 2367699 -4103390 -4103390 422328 127163 295165 11969406 -1735691 8726204 8726204 182351 48923 133428 175221 92398 82823 7014 2806 4208 5713 2285 3428 27267 10907 16360 15790 15790 10757 10757 39875 806 39069 9838 492 9346 6180 6180 513 513 4217 4217 16969 1697 15272 26059 2606 23453 16288 625 15663 DUES AND MEMBERSHIPS 11550 11550 MISCELLANEOUS 1798 1798 TAXES AND LICENSES 461 461 MEALS 88 88 9284153 8900506 383647 0 2176677 1408173 15227 3126 7802204 7422941 11534 5934 956227 115213 859551 841014 76712354 80257189 87577547 89938377 9463 11740 374493 364228 4467536 4151101 4851492 4527069 X 74928140 77990502 7797915 7420806 82726055 85411308 87577547 89938377 2685253 X false true true X X 7412645 13105266 12980229 22186608 14614733 70299481 7412645 13105266 12980229 22186608 14614733 70299481 53218857 17080624 -2312468 -7100882 4310002 11055653 -2277848 3674457 73973938 0.23090 0.20250 X 17080624 FACTS AND CIRCUMSTANCES ^ THE COMMUNITY FOUNDATION OF GREATER LAKELAND MEETS THE FACTS AND CIRCUMSTANCES. WE HAVE PREVIOUSLY MAINTAINED A PUBLIC SUPPORT TEST ABOVE THE 33 1/3 AND ARE STRIVING TO GET BACK TO THAT LEVEL. THE CFGL IS A YOUNG COMMUNITY FOUNDATION FOUNDED IN LATE 1997 AND HAS EXPERIENCED RAPID ACCEPTANCE AND GROWTH IN OUR COMMUNITY. TO DATE WE HAVE OVER 200 FUNDS AND CONTINUE OUR MARKETING EFFORTS IN THE COMMUNITY TO GARNER INCREASED INVOLVEMENT. WE HAVE EXPANDED OUR BOARD AND COUNCIL TO HELP STAFF IN EXPANDING OUR COMMUNITY TO GAIN CONTRIBUTIONS AND NEW FUNDS FROM INDIVIDUALS, BUSINESSES AND AGENCIES. THIS FISCAL YEAR OVER 600 INDIVIDUALS, ORGANIZATIONS AND AGENCIES MADE CONTRIBUTIONS TO THE CFGL. WE HAVE ADDED OVER 50 NEW FUNDS THE LAST FOUR YEARS AND OUR DEVELOPMENT EFFORTS CONTINUE TO GROW AND REACH OUT TO NEW AUDIENCES. WE PUBLISH OUR ANNUAL REPORT AS AN INSERT IN THE LOCAL NEWSPAPER, SPEAK AT SERVICE CLUBS, BELONG TO ESTATE PLANNING ORGANIZATIONS, MAINTAIN AN ACTIVE WEBSITE AND FACEBOOK PAGE AND OTHER TOOLS SUCH AS DIRECT MAIL, HOSTING MEETINGS, CPE SEMINARS PROVIDING CONTINUING EDUCATION CREDITS FOR CPAs, AGENCY DAYS AND NUMEROUS VISITS WITH POTENTIAL NEW AND EXISTING DONORS. STAFF IS ENGAGED BY BEING INVOLVED IN LOCAL SERVICE CLUBS, FUNDRAISING ORGANIZATION AND COMMUNITY INITIATIVES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false 158 115 12144774 1167405 6955954 5221425 52564987 28445265 true true false 74928140 13809768 -2169817 -8726204 148615 77990502 54627985 19430262 11475727 -9587538 -1018296 74928140 44346687 12915888 4592325 -8368811 1141896 54627985 442195 442195 408180 37417 370763 69962 47871 22091 35890 29925 5965 841014 GRANTS PAYABLE 282267 FUNDS HELD AS AGENCY ENDOWMENT 3868834 4151101 11969406 9284153 2685253 2685253 11969406 11969406 11969406 9284153 9284153 9284153 X X LEWIS CANCER GOLF 123947 123947 40512 POLK CO HUMANE SOCIETY GOLF 42253 42253 24789 7 256128 256128 61862 422328 422328 127163 127163 295165 false false false true UNITED WAY OF CENTRAL FLORIDA POST OFFICE BOX 1357 Highland City FL 33846 666030 VARIOUS FIRST UNITED METHODIST CHURCH 72 LAKE MORTON DRIVE Lakeland FL 33801 502550 OPERATIONS PARKER STREET MINISTRIES INC 719 N MASSACHUSETTS AVE Lakeland FL 33801 495375 GENERAL OPERATIONS TALBOT HOUSE MINISTRIES INC 814 N KENTUCKY AVENUE Lakeland FL 33801 432500 GENERAL OPERATIONS ALL SAINTS ACADEMY 651 CARL FLOYD ROAD Winter Haven FL 33884 419300 TUITION ASSISTANCE AND OPERATIONS FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DRIVE Lakeland FL 33803 396975 TUITION ASSISTANCE AND OPERATIONS UNITED WAY OF AMERICA 701 N FAIRFAX STREET Alexandria VA 22314 330000 VARIOUS ALLIANCE FOR INDEPENDENCE 1038 SUNSHINE DR EAST Lakeland FL 33801 288500 PROGRAM SUPPORT STETSON UNIVERSITY 1401 61ST STREET Saint Petersburg FL 33701 260000 GENERAL NEWSPAPER WITH A HEART POST OFFICE BOX 408 Lakeland FL 33802 256800 GENERAL CONTRIBUTION MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY Sarasota FL 34236 250000 OPERATIONS POLK THEATRE INC 121 S FLORIDA AVENUE Lakeland FL 33801 244500 GENERAL CONTRIBUTION VISTE 1232 E MAGNOLIA Lakeland FL 33801 210927 ANNUAL CAMPAIGN FLORIDA METHODIST FOUNDATION 450 W MLK JR AVE Lakeland FL 33801 200000 TOGETHER CAMPAIGN EARLY CHILDHOOD INITIATIVE INC 3250 SW 3 AVENUE 6TH FLOOR Miami FL 33129 196000 VARIOUS PROGRAMS HABITAT FOR HUMANITY 1317 GEORGE JENKINS BLVD Lakeland FL 33815 155000 HOUSE SPONSOR FLORIDA AIR MUSEUM AT SUN N FUN 4175 MEDULLA ROAD Lakeland FL 33811 151000 PROGRAMS DESIRE STREET MINISTRIES INC POST OFFICE BOX 1328 Decatur GA 30031 150000 STRATEGIC PARTNERSHIP THE SALVATION ARMY 830 N MASSACHUSETTS AVENUE Lakeland FL 33801 141224 GENERAL OPERATIONS JUNIOR LEAGUE OF GREATER LAKELAND INC 90 LAKE MORTON DRIVE Lakeland FL 33801 140000 PROGRAM LIGHTHOUSE MINISTRIES INC 519 N KENTUCKY AVENUE Lakeland FL 33801 126495 VARIOUS PROGRAMS LAKELAND CHRISTIAN SCHOOL 1111 FOREST PARK STREET Lakeland FL 33801 105000 VARIOUS ST DAVIDS EPISCOPAL CHURCH 145 EDGEWOOD DRIVE Lakeland FL 33801 104534 GENERAL DISTRIBUTION OPTIONS FOR WOMEN PREGNANCY HELP CTR INC 4435 FLORIDA NATIONAL DRIVE Lakeland FL 33813 102000 PROGRAM LAKELAND VOLUNTEERS IN MEDICINE INC 1201 LAKELAND HILLS BLVD Lakeland FL 33805 52312 GENERAL CONTRIBUTION POLK MUSEUM OF ART 800 E PALMETTO STREET Lakeland FL 33801 49635 ANNUAL CONTRIBUTION CITY OF LAKELAND 228 S MASSACHUSETTS AVENUE Lakeland FL 33801 37189 ANNUAL MAINTENANCE HOLLIS GARDENS DRUG FREE AMERICA FOUNDATION INC 5999 CENTRAL AVENUE Saint Petersburg FL 33710 800 VARIOUS PROGRAMS VARIOUS CONTRIBUTIONS UNDER 100000 1501 S FLORIDA AVENUE Lakeland FL 33803 2261558 VARIOUS 280 X 12 10177098 FMV 12 true ORGANIZATION USES AN OUTSIDE INVESTMENT CONSULTANT. Copies of Form 990 are distributed to board members via email for for their review. Officers, directors and key employees are required to disclose annually any interests that could give rise to conflicts. They submit signed disclosures. Salaries are reviewed and approved annually by a committee of board members.