2012-07-16T10:14:41-05:00 2011-06-30 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191049 990 2010-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 RONALD E PENN 2392745900 2012-07-15 true PATTI R HARDIN 2399392233 2012-07-09 2010 2016-02-24 21:20:13Z X X RONALD E PENN CFO COO 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 16425174 false X WWW.FLORIDACOMMUNITY.COM X 1976 FL MISSION - TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. THE FOUNDATION MAKES GRANTS TO MEET THE COMMUNITY'S CHARITABLE NEEDS AND AWARDS SCHOLARSHIPS TO FURTHER STUDENT EDUCATIONAL PURSUITS. 28 28 10 118 0 4077397 1025144 0 768689 3428780 -6277 -1995 4839809 4451929 2921429 3231912 0 705954 771397 0 7090 538858 651910 4166241 4655219 673568 -203290 55262099 60882511 5573625 5979810 49688474 54902701 X MISSION - TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. THE FOUNDATION MAKES GRANTS TO MEET THE COMMUNITY'S CHARITABLE NEEDS AND AWARDS SCHOLARSHIPS TO FURTHER STUDENT EDUCATIONAL PURSUITS. false false 3393009 3231912 4451929 GENERAL FUNDING - GRANTS DISTRIBUTED IN FY 2010 TOTALED 2,335,437 THROUGH DONOR ADVISED, DESIGNATED, AGENCY, DESIGNATED PRINCIPAL, AND GENERAL FUNDS. THE FOUNDATION PROVIDES FUNDING TO 501(C)(3)NON-PROFITS SERVING LEE, CHARLOTTE, COLLIER, HENDRY, AND GLADES COUNTIES, FLORIDA THROUGH ITS ENDOWMENT FUNDS. WE DISTRIBUTE GRANTS TO INCREASE THE EFFECTIVENESS OF SOCIAL SERVICE, EDUCATIONAL, HEALTH, CULTURAL, AND OTHER CHARITABLE ORGANIZATIONS SERVING THE COMMUNITIES IN OUR SERVICE AREA. SCHOLARSHIPS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 337,383 SCHOLARSHIPS ARE PROVIDED FOR HIGH SCHOOL STUDENTS GOING ON TO COLLEGE AND COLLEGE STUDENTS APPLYING FOR SPECIFIC FIELDS OF UNDERGRADUATE OR GRADUATE SCHOOL EDUCATION. AFTER APPLICATIONS ARE RECEIVED, A SCHOLARSHIP READING COMMITTEE COMPRISED OF COMMUNITY PROFESSIONALS READ AND EVALUATE THEM, CHOOSE THE WINNERS AND/OR FINALISTS AND SUBMIT THE NAMES FOR APPROVAL TO THE SCHOLARSHIP COMMITTEE. PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL FINANCIAL AID OFFICES WHERE THE STUDENT ATTENDS. MAJOR ANNUAL GRANT CYCLE - GRANTS DISTRIBUTED IN FY 2011 TOTALED 399,727 ALL GRANTS IN THE MAJOR ANNUAL GRANT CYCLE ARE MADE TO 501(C)(3) NONPROFITS THROUGH A COMPETITIVE APPLICATION PROCESS. PROJECT GRANTS ARE PRIMARILY FOR NEW OR EXPANDED PROGRAMS AND PILOT OR DEMONSTRATION PROJECTS. PROJECT GRANTS HAVE EXPLICIT OBJECTIVES, PREDETERMINED TIME FRAMES AND COSTS, SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION AND ADDRESS A DOCUMENTED COMMUNITY NEED. CAPITAL GRANTS SUPPORT THE CONSTRUCTION, ACQUISITION AND RENOVATION OF FACILITIES, AS WELL AS THE PURCHASE OF EQUIPMENT BY AN ORGANIZATION. CAPITAL GRANT REQUESTS FOR CONSTRUCTION PROJECTS ALSO INCLUDE THE COSTS OF RELATED TECHNICAL SERVICES SUCH AS LEGAL, ARCHITECTURAL AND ENGINEERING ACTIVITIES. TECHNICAL ASSISTANCE GRANTS SUPPORT ORGANIZATIONAL DEVELOPMENT ACTIVITIES TO ADDRESS SUCH ISSUES AS BOARD GOVERNANCE, STRATEGIC PLANNING, RESOURCE DEVELOPMENT AND INTERAGENCY COLLABORATION. SPRING INITIATIVE GRANTS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 100,000 GRANTS ARE GIVEN TO 501(C)(3) NONPROFITS TO FUND A CRITICAL NEED WITHIN THE COMMUNITY. THE FOCUS AREA IS SELECTED BY THE GRANTMAKING AND COMMUNITY LEADERSHIP COMMITTEE AFTER CONSULTATION WITH UNITED WAY, LEE COUNTY HUMAN SERVICES AND OTHER NONPROFIT LEADERS. REQUESTS FOR PROPOSALS ARE ANNOUNCED TO THE NONPROFIT COMMUNITY FOR THESE GRANTS. CAPACITY GRANTS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 59,364 CAPACITY GRANTS SUPPORT ACTIVITIES MEANT TO IMPROVE THE CAPACITY OF 501(C)(3) NONPROFITS IN CARRYING OUT THEIR MISSIONS. GRANTS ARE MADE VIA APPLICATIONS FOR ACTIVITIES SUCH AS TRAINING SEMINARS AND OTHER STAFF DEVELOPMENT ACTIVITIES, THE HIRING OF ORGANIZATIONAL DEVELOPMENT CONSULTANTS, SMALL EQUIPMENT EXPENDITURES AND EMERGENCY NEEDS. 3393009 true true false false false true false false 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 false false false true false false false false false true 46 0 true 10 true false false false false false true true false false false false false false false X 28 28 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 119606 0 11197 DONNA F KAYE 1.00 X 0 0 0 GARY AUBUCHON 1.00 X 0 0 0 SUSAN BENNETT 1.00 X 0 0 0 JAY BRETT 5.00 X X 0 0 0 ROBERT DAFROTA 1.00 X 0 0 0 DAWN-MARIE DRISCOLL 3.00 X X 0 0 0 ALEXANDER ROBINSON 1.00 X 0 0 0 CHARLES IDELSON 1.00 X 0 0 0 DAVID LUCAS 1.00 X 0 0 0 JOSEPH MAZURKIEWICZ 1.00 X 0 0 0 CAROLYN ROGERS 1.00 X 0 0 0 DAVID SHELLENBARGER 1.00 X 0 0 0 A SCOTT WHITE 1.00 X X 0 0 0 JOSEPH CATTI 1.00 X 0 0 0 KEVIN ERWIN 1.00 X 0 0 0 JUDGE ARCHIE B HAYWARD JR 1.00 X 0 0 0 STEVEN H PONTIUS 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 RONALD E PENN 45.00 X 91185 0 2833 210791 14030 1 false false false 45588 979556 69440 1025144 937278 937278 14171156 282834 11960243 2245 2210913 280589 2491502 -2245 2493747 6602 10757 -4155 MISCELLANEOUS INCOME 2160 2160 2160 4451929 -85 3431025 3231912 3231912 225720 32955 191636 1129 418259 61065 355103 2091 17012 2484 14443 85 63916 9332 54264 320 46490 6788 39470 232 21533 21533 29000 29000 172926 172926 54300 6932 47287 81 22192 22192 42723 636 39910 2177 44055 7938 35642 475 65209 9521 55362 326 10965 2002 8963 15314 2593 12721 14082 2056 11956 70 15814 2308 13427 79 SPECIAL EVENTS 53155 2461 50694 PRINTING AND PUBLICATION 26456 752 25679 25 RELATIONSHIPS 24255 2801 21454 DUES & SUBSCRIPTIONS 20100 340 19760 MISCELLANEOUS 19831 8133 11698 4655219 3393009 1255120 7090 404192 306888 9805 45739 100378 57207 12494 43171 42849017 47225262 11986591 13261451 55262099 60882511 18209 39537 500263 481576 5055153 5458697 5573625 5979810 X 39849783 43315456 9838691 11587245 49688474 54902701 55262099 60882511 -203290 5417517 X false true true X false X 6578318 6544336 7071528 4077397 1025144 25296723 6578318 6544336 7071528 4077397 1025144 25296723 6074481 19222242 963942 2676814 1092485 955337 937278 6625856 31922579 8762 0.60220 0.65460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 487321 1643469 6405676 true true false false false false false false false false 34933 34933 65445 57207 8238 43171 DEFERRED GIFTS REC - FUTURE INTEREST 13025942 CONTRIBUTIONS RECEIVABLE 183000 LIFE INSURANCE - REMAINDER INTEREST 52509 13261451 FUNDS HELD AS AGENCY ACCOUNTS 3956375 ANNUITY OBLIGATIONS 1502322 5458697 4451929 4655219 -203290 4139943 1277574 5417517 5214227 9678681 4139943 1084564 5224507 4454174 -2245 -2245 4451929 4464454 -178778 -178778 4643232 11987 11987 4655219 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 SECTION 170(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). EFFECTIVE FOR FISCAL YEAR ENDING JUNE 30, 2010 AND THEREAFTER, 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 2006, 2007, 2008, AND 2009 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, 2011 AND 2010. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -671,915 AGENCY FUND CONTRIBUTIONS -15,488 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,771,967 REALIZED LOSS ON FIXED ASSET DISPOSITION 2,245 AGENCY FUND GRANTS 178,778 REALIZED LOSS ON FIXED ASSET DISPOSITION -2,245 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,232 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -671,915 AGENCY FUND CONTRIBUTIONS -15,488 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,771,967 REVENUE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 4B REALIZED LOSS ON FIXED ASSET DISPOSITION -2,245 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D AGENCY FUND GRANTS -178,778 EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 4B REALIZED LOSS ON FIXED ASSET DISPOSITION -2,245 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,232 true ABUSE COUNSELING & TREATMENT INC P O BOX 60401 FORT MYERS FL 33906 591864735 501 29000 COUNSELING SVCS AGAPE HOME INC 3 AVENUE J MOORE HAVEN FL 33471 650721743 501 15000 BUILDING RESTORATION ALVIN A DUBIN ALZHEIMER'S RESOURCE 10051 MCGREGOR BLVD SUITE 101 FORT MYERS FL 33919 650580633 501 16570 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 31938 PROGRAM/OP SUPPORT ARCHDIOCESE OF INDIANAPOLIS 1400 N MERIDAN ST INDIANAPOLIS IN 46202 530196617 501 369710 DA FUND ARTFEST FORT MYERS INC 2443 FIRST ST FORT MYERS FL 33901 651119729 501 18000 ARTFEST FORT MYERS ARTS FOR ACT 2265 FIRST ST FORT MYERS FL 33901 591864735 501 10000 ARTS FOR ACT GALLERY BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL FL 33957 592775992 501 9193 PROGRAM SUPPORT BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL FL 33957 592775992 501 15375 PROGRAM SUPPORT BISHOP VEROT HIGH SCHOOL 5598 SUNRISE DR FORT MYERS FL 33919 501 10000 ANNUAL FUND BOBBY NICHOLS FIDDLESTICKS CHARITY 15391 CANONGATE DR FORT MYERS FL 33912 043649766 501 6000 PROGRAM SUPPORT BOYS & GIRLS CLUBS OF LEE CO 7275 CONCOURSE DR FORT MYERS FL 33908 592013870 501 7500 OPERATING SUPPORT BRIGHTEST HORIZONS CHILD DEVELOPMEN 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501 12808 PROGRAM/OP SUPPORT CALOOSA HUMANE SOCIETY P O BOX 2337 LABELLE FL 33975 650759567 501 33155 PROGRAM/OP SUPPORT CALUSA NATURE CENTER & PLANETARIUM 3450 ORTIZ AVE FORT MYERS FL 33905 237090889 501 10000 OPERATING SUPPORT CAPTIVA CHAPEL BY THE SEA P O BOX 162 CAPTIVA FL 33924 596143042 501 10932 PROGRAM/OP SUPPORT CATHOLIC CHARITIES DIOCESE OF VENI 4235 MICHIGAN LINK AVE FORT MYERS FL 33916 592473176 501 25000 READING PROGRAM CENTER FOR ABUSE & RAPE EMERGENCIES P O BOX 510234 PUNTA GORDA FL 33951 592435059 501 42688 PROGRAM SUPPORT CENTER FOR THE ARTS 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501 8700 OP SUPPORT/MARKETING CHARLOTTE HARBOR ENVIRONMENTAL CENT 10941 BURNT STORE ROAD PUNTA GORDA FL 33955 592853001 501 25000 OPERATING SUPPORT CHILD CARE OF SOUTHWEST FLORIDA IN 6831 PALISADES PARK COURT SUITE 6 FORT MYERS FL 33912 596198583 501 18617 PROGRAM SUPPORT CHILDREN'S ADVOCACY CENTER OF SWFL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501 31000 OPERATING SUPPORT CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 501 6000 OPERATING SUPPORT CITY OF SANIBEL 800 DUNLOP ROAD SANIBEL FL 33957 501 15000 PERIWINKLE PATH PROJ CLEWISTON CHRISTIAN SCHOOL P O BOX 129 CLEWISTON FL 33440 203638157 501 20000 BUILDING REMODEL COLUMBIA COLLEGE OFFICE OF ALUMNI A 622 WEST 113TH ST 3RD FL MC4530 NEW YORK NY 10025 501 17000 SCHOLARSHIPS COMMUNITY COOPERATIVE MINISTRIES I P O BOX 2143 FORT MYERS FL 33902 592602772 501 31967 PROGRAM SUPPORT COUNTRYSIDE UNITED METHODIST CHURCH 3221 SW BURLINGAME ROAD TOPEKA KS 66611 481222814 501 6000 OPERATING SUPPORT 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 PROGRAM/OP SUPPORT ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501 15000 PROGRAM STAFF ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 237275283 501 10000 MARKETING EDISON STATE COLLEGE P O BOX 60210 FORT MYERS FL 33906 501 9050 SCHOLARSHIPS FISH OF SANIBEL 1630 PERIWINKLE WAY SUITE B SANIBEL FL 33957 208892375 501 8257 PROGRAM SUPPORT FAMILY HEALTH CENTERS OF SOUTHWEST 2256 HEITMAN ST FORT MYERS FL 33902 591741273 501 10940 MEDICAL EQUIPMENT FIRST PRESBYTERIAN CHURCH OF BONITA P O BOX 2168 BONITA SPRINGS FL 34133 501 5500 OPERATING SUPPORT FLORIDA ARTS INC P O BOX 1562 FORT MYERS FL 33902 311536036 501 20000 FLORIDA ARTS FESTIVA FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 501 9193 PROGRAM/OP SUPPORT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 501 15450 SCHOLARSHIPS FLORIDA GULF COAST UNIVERSITY FOUND 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501 15745 PROGRAM SUPPORT FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501 5422 PROGRAM/OP SUPPORT FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS FL 33902 650827621 501 15000 TRAVEL INDUSTRY /VIS FLORIDA STATE UNIVERSITY SUITE 44000A UNIVERSITY CENTER TALLAHASSEE FL 32306 501 17500 SCHOLARSHIPS FORT MYERS COMMUNITY CONCERT ASSOCI P O BOX 606 FORT MYERS FL 33902 591739068 501 10460 PROGRAM/OP SUPPORT FRIENDS OF THE LAKES REGIONAL LIBRA 15290 BASS ROAD FORT MYERS FL 33919 650145488 501 7000 SW FL READING FESTIV GOODWILL INDUSTRIES OF SOUTHWEST FL 4940 BAYLINE DR NORTH FORT MYERS FL 33917 596196141 501 74329 PROGRAM/OP SUPPORT GRACE PLACE FOR CHILDREN AND FAMILI PO BOX 990531 NAPLES FL 34116 651229558 501 10000 BRIGHT BEGINNINGS TE GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501 11036 PROGRAM/OP SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501 8082 PROGRAM/OP SUPPORT GULF COAST SYMPHONY P O BOX 60878 FORT MYERS FL 33906 650666748 501 18000 OP SUPPORT/MARKETING HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501 48644 PROGRAM/OP SUPPORT HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS FL 33901 592332120 501 22200 OPERATING SUPPORT HENDRY REGIONAL MEDICAL CENTER FOUN 544 W SUGARLAND HIGHWAY CLEWISTON FL 33440 650848489 501 10000 CAPITAL CAMPAIGN HIGHLANDS CASHIERS HOSPITAL FOUNDAT P O BOX 190 HIGHLANDS NC 28741 561165833 501 10000 BLADDER SCANNER HOLY TRINITY HIGH SCHOOL 1443 WEST DIVISION ST CHICAGO IL 60642 362431052 501 100000 CENTENNIAL CAPITAL C HOPE CLUBHOUSE OF SOUTHWEST FLORIDA 1495 MAPLE DR FORT MYERS FL 33907 300437443 501 20250 PROGRAM/OP SUPPORT HOPE HOSPICE 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 592128697 501 5021 PROGRAM SUPPORT HOPE HOSPICE 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 592128697 501 6000 PROGRAM SUPPORT IMAGINARIUM HANDS-ON MUSEUM & AQUAR 2000 CRANFORD AVE FORT MYERS FL 33916 650226984 501 10000 WEATHER/NEWS STUDIO LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501 6704 PROGRAM SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501 26500 PROGRAM SUPPORT LEE MEMORIAL HEALTH SYSTEM FOUNDATI PO BOX 2218 FORT MYERS FL 33902 650645343 501 37000 PROGRAM/OP SUPPORT LIBERTY YOUTH RANCH PO BOX 110718 NAPLES FL 34108 383674666 501 10000 OPERATING SUPPORT LIONS EYE CLINIC 10322 PENNSYLVANIA BONITA SPRINGS FL 34135 450560906 501 10000 STAFF DEVELOPMENT LITERACY VOLUNTEERS OF COLLIER COUN 281 AIRPORT PULLING ROAD NAPLES FL 34104 650181251 501 6000 TUTOR TRAINING WORKS LITERACY VOLUNTEERS OF LEE COUNTY 7275 CONCOURSE DRIVE SUITE 300 FORT MYERS FL 33908 650106803 501 21070 STAFF/OP SUPPORT MALDEN CATHOLIC HIGH SCHOOL 99 CRYSTAL ST MALDEN MA 02148 501 10000 OPERATING SUPPORT NATIONAL CENTER FOR MISSING & EXPLO 9955 TAMIAMI TRAIL N SUITE 2 NAPLES FL 34108 521328557 501 20000 NETSMARTZ WORKSHOP NATIONAL PARKINSON FOUNDATION 1501 NORTHWEST NINTH AVE MIAMI FL 33136 590968031 501 23108 RESEARCH NATIONS ASSOCIATION CHARITIES INC 4625 PALM BEACH BLVD FORT MYERS FL 33902 591840066 501 20235 FUND DISSOLUTION NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501 16000 PROGRAM/OP SUPPORT OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501 8082 PROGRAM/OP SUPPORT PACE CENTER FOR GIRLS OF LEE COUNTY 3760 SCHOOLHOUSE ROAD WEST FORT MYERS FL 33916 592414492 501 20000 AFTER SCHOOL PROGRAM PINE ISLAND LONG TERM RECOVERY ORGA 5465 PINE ISLAND ROAD NW BOKEELIA FL 33922 030551791 501 15000 HIRE PROG DIRECTOR PINE MANOR IMPROVEMENT ASSOC INC PO BOX 61464 FORT MYERS FL 33906 650133208 501 19405 PROGRAM SUPPORT RIVER DISTRICT ALLIANCE (FORT MYERS P O BOX 1686 FORT MYERS FL 33901 650542768 501 15000 MARKETING SALVATION ARMY UNIT OF LABELLE PO BOX 218 LABELLE FL 33975 501 7500 BREAKFAST FOR HOMELE SANIBEL SEA SCHOOL P O BOX 1229 SANIBEL FL 33957 203684133 501 6000 OPERATING SUPPORT SHELL POINT RETIREMENT COMMUNITY 15010 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501 114416 PROGRAM/OP SUPPORT SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 042121377 501 5627 PROGRAM/OP SUPPORT SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS FL 33906 650618123 501 15000 PROGRAM SUPPORT SOUTHWEST FLORIDA MUSEUM OF HISTORY 2300 PECK STREET FORT MYERS FL 33901 651026058 501 10000 PALEO FL EXHIBIT UPG SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501 32157 PROGRAM/OP SUPPORT SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS FL 33919 591350404 501 22000 MARKETING /ANNUAL FD SPECIAL EQUESTRIANS INC 5121 STALEY ROAD FORT MYERS FL 33905 650250071 501 8671 RENOVATION PROJECT ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 501 9193 PROGRAM/OP SUPPORT ST MICHAEL AND ALL ANGELS EPISCOPA 2304 PERIWINKLE WAY SANIBEL FL 33957 501 32000 PROGRAM/OP SUPPORT SUSAN G KOMEN BREAST CANCER FOUNDA 26800 SOUTH TAMIAMI TRAIL 210 BONITA SPRINGS FL 34134 680523074 501 15000 PROGRAM SUPPORT SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501 30700 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 87024 PROGRAM/OP SUPPORT THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS FL 33902 592637849 501 67083 SCHOLARSHIP PROGRAMS THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS FL 33902 592637849 501 8000 PROGRAM SUPPORT THE FREEDOM AND VIRTUE INSTITUTE 2714 OAK RIDGE CT SUITE 602-D FORT MYERS FL 33901 202927564 501 25000 OPERATING SUPPORT THE HEIGHTS FOUNDATION INC 15775 PINE RIDGE ROAD FORT MYERS FL 33908 651003872 501 252275 OPERATING SUPPORT THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501 31245 PROGRAM/OP SUPPORT THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501 5500 PROGRAM/OP SUPPORT THE UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501 41007 PROGRAM/OP SUPPORT THE UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501 130000 PROGRAM/OP SUPPORT THEATRE CONSPIRACY 3806 HANOVER STREET FORT MYERS FL 33901 650569413 501 12000 MARKETING/OUTREACH UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501 12834 PROGRAM/OP SUPPORT UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501 8000 MARKETING UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 501 5450 SCHOLARSHIPS UNIVERSITY OF FLORIDA PO BOX 114025 GAINESVILLE FL 32611 501 125350 SCHOLARSHIPS UNIVERSITY OF SO FLORIDA - DEPT OF 4202 EAST FOWLER AVE RAR229 TAMPA FL 33620 501 26000 SCHOLARSHIPS UNIVERSITY OF SOUTH FLORIDA P O BOX 864571 ORLANDO FL 32886 501 12000 SCHOLARSHIPS UNIVERSITY OF TAMPA 401 W KENNEDY BLVD TAMPA FL 33606 501 6500 SCHOLARSHIPS VANGUARD CHARITABLE ENDOWMENT PROGR PO BOX 55766 BOSTON MA 02205 232888152 501 24023 OPERATING SUPPORT VIRGINIA B ANDES VOLUNTEER COMMUNI 21450 GIBRALTAR DRIVE PORT CHARLOTTE FL 33952 650958642 501 21500 PROGRAM/OP SUPPORT WAKE UP AMERICA OF SWFL INC P O BOX 1654 FORT MYERS FL 33902 650997803 501 5156 PROGRAM/OP SUPPORT YOUNG ARTISTS AWARD INC PO BOX 152149 CAPE CORAL FL 33915 571231237 501 8500 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 139679 DONOR ADVISED GRANTS 5000 & UNDER 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 501 79186 125 X 6 62195 FMV ON DATE OF TRANSFER X VARIOUS IN-KIND 1 7245 PRICE NORMALLY CHARGED 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. AMENDED RETURN EXPLANATION FORM 990, PAGE 1, ITEM B THE ORGANIZATION'S RETURN IS HEREBY AMENDED TO CLARIFY ITS NEGATIVE RESPONSE TO PART V, LINE 8, 9A, AND 9B REGARDING ACTIVITIES OF SPONSORING ORGANIZATIONS MAINTAINING DONOR ADVISED FUNDS. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION MISSION - TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. THE FOUNDATION MAKES GRANTS TO MEET THE COMMUNITY'S CHARITABLE NEEDS AND AWARDS SCHOLARSHIPS TO FURTHER STUDENT EDUCATIONAL PURSUITS. FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A SCHOLARSHIPS ARE PROVIDED FOR HIGH SCHOOL STUDENTS GOING ON TO COLLEGE AND COLLEGE STUDENTS APPLYING FOR SPECIFIC FIELDS OF UNDERGRADUATE OR GRADUATE SCHOOL EDUCATION. AFTER APPLICATIONS ARE RECEIVED, A SCHOLARSHIP READING COMMITTEE COMPRISED OF COMMUNITY PROFESSIONALS READ AND EVALUATE THEM, CHOOSE THE WINNERS AND/OR FINALISTS AND SUBMIT THE NAMES FOR APPROVAL TO THE SCHOLARSHIP COMMITTEE. PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL FINANCIAL AID OFFICES WHERE THE STUDENT ATTENDS. MAJOR ANNUAL GRANT CYCLE - GRANTS DISTRIBUTED IN FY 2011 TOTALED 399,727 ALL GRANTS IN THE MAJOR ANNUAL GRANT CYCLE ARE MADE TO 501(C)(3) NONPROFITS THROUGH A COMPETITIVE APPLICATION PROCESS. PROJECT GRANTS ARE PRIMARILY FOR NEW OR EXPANDED PROGRAMS AND PILOT OR DEMONSTRATION PROJECTS. PROJECT GRANTS HAVE EXPLICIT OBJECTIVES, PREDETERMINED TIME FRAMES AND COSTS, SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION AND ADDRESS A DOCUMENTED COMMUNITY NEED. CAPITAL GRANTS SUPPORT THE CONSTRUCTION, ACQUISITION AND RENOVATION OF FACILITIES, AS WELL AS THE PURCHASE OF EQUIPMENT BY AN ORGANIZATION. CAPITAL GRANT REQUESTS FOR CONSTRUCTION PROJECTS ALSO INCLUDE THE COSTS OF RELATED TECHNICAL SERVICES SUCH AS LEGAL, ARCHITECTURAL AND ENGINEERING ACTIVITIES. TECHNICAL ASSISTANCE GRANTS SUPPORT ORGANIZATIONAL DEVELOPMENT ACTIVITIES TO ADDRESS SUCH ISSUES AS BOARD GOVERNANCE, STRATEGIC PLANNING, RESOURCE DEVELOPMENT AND INTERAGENCY COLLABORATION. SPRING INITIATIVE GRANTS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 100,000 GRANTS ARE GIVEN TO 501(C)(3) NONPROFITS TO FUND A CRITICAL NEED WITHIN THE COMMUNITY. THE FOCUS AREA IS SELECTED BY THE GRANTMAKING AND COMMUNITY LEADERSHIP COMMITTEE AFTER CONSULTATION WITH UNITED WAY, LEE COUNTY HUMAN SERVICES AND OTHER NONPROFIT LEADERS. REQUESTS FOR PROPOSALS ARE ANNOUNCED TO THE NONPROFIT COMMUNITY FOR THESE GRANTS. CAPACITY GRANTS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 59,364 CAPACITY GRANTS SUPPORT ACTIVITIES MEANT TO IMPROVE THE CAPACITY OF 501(C)(3) NONPROFITS IN CARRYING OUT THEIR MISSIONS. GRANTS ARE MADE VIA APPLICATIONS FOR ACTIVITIES SUCH AS TRAINING SEMINARS AND OTHER STAFF DEVELOPMENT ACTIVITIES, THE HIRING OF ORGANIZATIONAL DEVELOPMENT CONSULTANTS, SMALL EQUIPMENT EXPENDITURES AND EMERGENCY NEEDS. OFFICERS WHO CANNOT BE REACHED FORM 990, PAGE 6, PART VI, LINE 9 JULIA I. EAST 508 CAPE CORAL PKWY 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. 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- CAPTIVA LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS FL 33919 274343158 INACTIVE FL NA