SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-02
- IRS object ID
- 201103069349300125
- Schema version
- 2010v3.4
- Note
- A later return for the same period supersedes this one.
- 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 | 2011-11-02T10:21:12-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 339191049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596580974 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FLORIDA COMMUNITY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2392745900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD E PENN | Name |
| Title | CFO / COO | Title |
| Phone | 2392745900 | Phone |
| Date Signed | 2011-10-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATTI R HARDIN | Name |
| Phone | 2399392233 | Phone |
| Date Prepared | 2011-10-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | RONALD E PENN CFO COO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16425174 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FLORIDACOMMUNITY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 118 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4077397 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1025144 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 768689 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3428780 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -6277 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1995 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4839809 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4451929 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2921429 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3231912 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 705954 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 771397 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7090 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 538858 | OtherExpensePriorYear |
| Other Expenses Current Year | 651910 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4166241 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4655219 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 673568 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -203290 | RevenuesLessExpensesCY |
| Total Assets BOY | 55262099 | TotalAssetsBOY |
| Total Assets EOY | 60882511 | TotalAssetsEOY |
| Total Liabilities BOY | 5573625 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5979810 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 49688474 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 54902701 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3393009 | Expense |
| Grants | 3231912 | Grants |
| Revenue | 4451929 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 3393009 | 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 | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | 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 | true | 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 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RONALD E PENN | NamePerson |
| Telephone Number | 2392745900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8771 COLLEGE PARKWAY BLDG 2 201 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JULIA I EAST | ||||||
| PRES / CEO | 50.00 | X | X | 119606 | 0 | 11197 |
| DONNA F KAYE | ||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| GARY AUBUCHON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUSAN BENNETT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAY BRETT | ||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| ROBERT DAFROTA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAWN-MARIE DRISCOLL | ||||||
| VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| ALEXANDER ROBINSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLES IDELSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID LUCAS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH MAZURKIEWICZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN ROGERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID SHELLENBARGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| A SCOTT WHITE | ||||||
| SEC/TREAS | 1.00 | X | X | 0 | 0 | 0 |
| JOSEPH CATTI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN ERWIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JUDGE ARCHIE B HAYWARD JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVEN H PONTIUS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARIE M ACKORD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROY BORREGO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA K DOBBINS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR LARRY A HOBBS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBBIE B ROEPSTORFF | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVEN WHITLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MYRA HALE WALTERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GUY WHITESMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH BRAENDLE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DARREN ROBERTSHAW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RONALD E PENN | ||||||
| CFO / COO | 45.00 | X | 91185 | 0 | 2833 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 210791 | TotalReportableCompFromOrg |
| Total Other Compensation | 14030 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 45588 | GovernmentGrants |
| All Other Contributions | 979556 | AllOtherContributions |
| Noncash Contributions | 69440 | NoncashContributions |
| Total Contributions | 1025144 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 937278 | TotalRevenueColumn |
| Exclusion | $937,278 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14171156 | Securities |
| Other | 282834 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11960243 | Securities |
| Other | 2245 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2210913 | Securities |
| Other | 280589 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2491502 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2245 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,493,747 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6602 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 10757 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4155 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 2160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2160 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2160 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4451929 | TotalRevenueColumn |
| Related Or Exempt Function Income | -85 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,431,025 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3231912 | Total |
| Program Services | 3231912 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225720 | Total |
| Program Services | 32955 | ProgramServices |
| Management And General | 191636 | ManagementAndGeneral |
| Fundraising | 1129 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418259 | Total |
| Program Services | 61065 | ProgramServices |
| Management And General | 355103 | ManagementAndGeneral |
| Fundraising | 2091 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17012 | Total |
| Program Services | 2484 | ProgramServices |
| Management And General | 14443 | ManagementAndGeneral |
| Fundraising | 85 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63916 | Total |
| Program Services | 9332 | ProgramServices |
| Management And General | 54264 | ManagementAndGeneral |
| Fundraising | 320 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46490 | Total |
| Program Services | 6788 | ProgramServices |
| Management And General | 39470 | ManagementAndGeneral |
| Fundraising | 232 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21533 | Total |
| Management And General | 21533 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29000 | Total |
| Management And General | 29000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172926 | Total |
| Management And General | 172926 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54300 | Total |
| Program Services | 6932 | ProgramServices |
| Management And General | 47287 | ManagementAndGeneral |
| Fundraising | 81 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22192 | Total |
| Management And General | 22192 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42723 | Total |
| Program Services | 636 | ProgramServices |
| Management And General | 39910 | ManagementAndGeneral |
| Fundraising | 2177 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44055 | Total |
| Program Services | 7938 | ProgramServices |
| Management And General | 35642 | ManagementAndGeneral |
| Fundraising | 475 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65209 | Total |
| Program Services | 9521 | ProgramServices |
| Management And General | 55362 | ManagementAndGeneral |
| Fundraising | 326 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10965 | Total |
| Program Services | 2002 | ProgramServices |
| Management And General | 8963 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15314 | Total |
| Program Services | 2593 | ProgramServices |
| Management And General | 12721 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14082 | Total |
| Program Services | 2056 | ProgramServices |
| Management And General | 11956 | ManagementAndGeneral |
| Fundraising | 70 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15814 | Total |
| Program Services | 2308 | ProgramServices |
| Management And General | 13427 | ManagementAndGeneral |
| Fundraising | 79 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| 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 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4655219 | Total |
| Program Services | 3393009 | ProgramServices |
| Management And General | 1255120 | ManagementAndGeneral |
| Fundraising | 7090 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404192 | BOY |
| EOY | 306888 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9805 | BOY |
| EOY | 45739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 100378 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57207 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12494 | BOY |
| EOY | 43171 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42849017 | BOY |
| EOY | 47225262 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11986591 | BOY |
| EOY | 13261451 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55262099 | BOY |
| EOY | 60882511 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18209 | BOY |
| EOY | 39537 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500263 | BOY |
| EOY | 481576 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5055153 | BOY |
| EOY | 5458697 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5573625 | BOY |
| EOY | 5979810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39849783 | BOY |
| EOY | 43315456 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9838691 | BOY |
| EOY | 11587245 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49688474 | BOY |
| EOY | 54902701 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55262099 | BOY |
| EOY | 60882511 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -203290 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5417517 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6578318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6544336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7071528 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4077397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1025144 | CurrentTaxYear |
| Total | 25296723 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6578318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6544336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7071528 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4077397 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1025144 | CurrentTaxYear |
| Total | 25296723 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6074481 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19222242 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 963942 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2676814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1092485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 955337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 937278 | CurrentTaxYear |
| Total | 6625856 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31922579 | TotalSupport |
| Gross Receipts From Admissions Etc | 8762 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65460 | 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 | 76 | NumberDAFsHeld |
| Donor Advised Contributions | 487321 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1643469 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 6405676 | AggregateDAFValue |
| 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 |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34933 | OtherCostOrOtherBasis |
| Book Value | 34933 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65445 | OtherCostOrOtherBasis |
| Depreciation | 57207 | Depreciation |
| Book Value | 8238 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43171 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED GIFTS REC - FUTURE INTEREST | 13025942 |
| CONTRIBUTIONS RECEIVABLE | 183000 |
| LIFE INSURANCE - REMAINDER INTEREST | 52509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 13261451 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD AS AGENCY ACCOUNTS | $3,956,375 |
| ANNUITY OBLIGATIONS | $1,502,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5458697 | TotalOfAmounts |
| Total Revenue | 4451929 | TotalRevenue |
| Total Expenses | 4655219 | TotalExpenses |
| Excess Or Deficit For Year | -203290 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4139943 | NetUnrealizedGLOnInvestments |
| Other | $1,277,574 | OtherAmount |
| Total Adjustments | 5417517 | TotalAdjustments |
| Excess Or Deficit Per FS | 5214227 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9678681 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4139943 | NetUnrealizedGainsInvestments |
| Other Revenues | 1084564 | OtherRevenues |
| Revenue Not Rptd F990 | 5224507 | RevenueNotRptdF990 |
| Revenue Subtotal | 4454174 | RevenueSubtotal |
| Other Revenues Not Included | -2245 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2245 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4451929 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4464454 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -178778 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -178778 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4643232 | ExpensesSubtotal |
| Other Expenses Not Included | 11987 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11987 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4655219 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (115 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 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 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 125 | TotalNbrOf501C3AndGovtGrants |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 62195 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV ON DATE OF TRANSFER | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS IN-KIND | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7245 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PRICE NORMALLY CHARGED | MethodOfDeterminingRevenues |
| 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 | DONATED SECURITIES ARE FORWARDED TO SEI INVESTMENTS, INC., THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2NameOfDisregardedEntity/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| BONITA SPRINGS COMMUNITY FD LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274342648 | INACTIVE | FL | NA | |
| COMMUNITY FD OF SANIBEL-CAPTIVA LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274343844 | INACTIVE | FL | NA | |
| WOMENS LEGACY FUND LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274967919 | INACTIVE | FL | NA | |
| WOMENS LEGACY FUND OF SWFL LLC | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274968412 | INACTIVE | FL | NA | |
| GOOD NEIGHBOR COMM FD OF SANIBEL- | ||||||||
| 8771 COLLEGE PARKWAY BLDG 2 201 | FORT MYERS | FL | 33919 | 274343158 | INACTIVE | FL | NA | CAPTIVA LLC |
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