CAPE CORAL COMMUNITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAPE CORAL COMMUNITY FOUNDATION (EIN 23-7410312)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349308067
- Schema version
- 2024v5.0
- 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) |
|---|---|---|
| Return | 2026-05-14T14:52:56-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237410312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPE CORAL COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPE | BusinessNameControlTxt |
| Phone | 2395425594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 SE 47TH STREET UNIT 2 | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LODATO | PersonNm |
| Person Title | CHAIR/CO TREASURER | PersonTitleTxt |
| Phone | 2395425594 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC WHITFIELD CPA | PreparerPersonNm |
| PTIN | P00125986 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL LODATO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 SE 47TH TERRACE UNIT 2 | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,879,139 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAPECORALCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A POOL OF PHILANTHROPIC FUNDS TO MEET CHARITABLE NEEDS IN THE GREATER CAPE CORAL AREA AND TO ASSIST IN MAKING CHARITABLE GIFTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,494,860 | PYContributionsGrantsAmt |
| CY Contributions Grants | $278,999 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $658,734 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,419,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188,936 | PYOtherRevenueAmt |
| CY Other Revenue | $180,522 | CYOtherRevenueAmt |
| PY Total Revenue | $2,342,530 | PYTotalRevenueAmt |
| CY Total Revenue | $1,879,139 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $323,779 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,995,116 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $245,858 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $235,293 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $201,426 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $661,888 | PYOtherExpensesAmt |
| CY Other Expenses | $533,092 | CYOtherExpensesAmt |
| PY Total Expenses | $1,231,525 | PYTotalExpensesAmt |
| CY Total Expenses | $3,763,501 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,111,005 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,884,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,257,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,314,955 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,206,943 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,294,104 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A POOL OF PHILANTHROPIC FUNDS TO MEET CHARITABLE NEEDS IN THE GREATER CAPE CORAL AREA AND TO ASSIST IN MAKING CHARITABLE GIFTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,062,043 | ExpenseAmt |
| Grant | $2,995,116 | GrantAmt |
| Desc | IN CARRYING OUT THE ORGANIZATION'S EXEMPT PURPOSE, THE ORGANIZATION INCURRED PROGRAM EXPENSES RELATED TO MANAGING CHARITABLE GIFTS AND ADDRESSING COMMUNITY NEEDS IN EDUCATION, HEALTH, RELIGION, CULTURAL AFFAIRS AND SOCIAL WELFARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIVING ALLIANCE OF WOMEN - CONTRIBUTIONS MADE BY WOMEN FOR THE BENEFIT OF NON PROFITS THAT PROVIDE SERVICES FOR WOMEN AND CHILDREN. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,062,043 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE CHOBRDA | PersonNm |
| Phone | 2395425594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 SE 47TH STREET | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33904 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MICHAEL CHATMAN | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $165,485 | $0 | $0 | |
| EVA GONZALEZ | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| KEVIN JOHNSON | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| PAUL LODATO | ||||||
| CHAIR/CO TRE | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALFONSO MANCINI | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| WES OLDS | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| TODD THOMAS | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| EARNEST WILKS | ||||||
| CHAIR/CO TRE | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $165,485 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $278,999 | AllOtherContributionsAmt |
| Total Contributions | $278,999 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $263,354 | TotalRevenueColumnAmt |
| Exclusion | $263,354 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,156,264 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,156,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,156,264 | TotalRevenueColumnAmt |
| Exclusion | $1,156,264 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Total Revenue Column | $180,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,522 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $180,522 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,879,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,522 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,419,618 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,995,116 | TotalAmt |
| Program Services | $2,995,116 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,729 | TotalAmt |
| Program Services | $33,746 | ProgramServicesAmt |
| Management And General | $84,365 | ManagementAndGeneralAmt |
| Fundraising | $50,618 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,268 | TotalAmt |
| Program Services | $10,454 | ProgramServicesAmt |
| Management And General | $26,134 | ManagementAndGeneralAmt |
| Fundraising | $15,680 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,296 | TotalAmt |
| Program Services | $2,859 | ProgramServicesAmt |
| Management And General | $7,148 | ManagementAndGeneralAmt |
| Fundraising | $4,289 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,914 | TotalAmt |
| Management And General | $281,914 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,003 | TotalAmt |
| Management And General | $53,003 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,629 | TotalAmt |
| Program Services | $7,088 | ProgramServicesAmt |
| Management And General | $2,363 | ManagementAndGeneralAmt |
| Fundraising | $14,178 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,713 | TotalAmt |
| Program Services | $10,382 | ProgramServicesAmt |
| Management And General | $22,785 | ManagementAndGeneralAmt |
| Fundraising | $40,546 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,613 | TotalAmt |
| Program Services | $1,041 | ProgramServicesAmt |
| Management And General | $16,400 | ManagementAndGeneralAmt |
| Fundraising | $172 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,340 | TotalAmt |
| Program Services | $1,266 | ProgramServicesAmt |
| Management And General | $3,805 | ManagementAndGeneralAmt |
| Fundraising | $1,269 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303 | TotalAmt |
| Program Services | $91 | ProgramServicesAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
| Fundraising | $182 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,085 | TotalAmt |
| Management And General | $2,085 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STRATEGIC EVENTS & DONOR | Desc |
| Total | $74,492 | TotalAmt |
| Fundraising | $74,492 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763,501 | TotalAmt |
| Program Services | $3,062,043 | ProgramServicesAmt |
| Management And General | $500,032 | ManagementAndGeneralAmt |
| Fundraising | $201,426 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,366 | BOYAmt |
| EOY | $526,750 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,263 | BOYAmt |
| EOY | $10,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,788 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,602 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489 | BOYAmt |
| EOY | $186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,788,974 | BOYAmt |
| EOY | $10,671,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,626 | BOYAmt |
| EOY | $1,106,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,257,718 | BOYAmt |
| EOY | $12,314,955 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,732 | BOYAmt |
| EOY | $17,547 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043 | BOYAmt |
| EOY | $2,043 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,261 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,775 | BOYAmt |
| EOY | $20,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,703,399 | BOYAmt |
| EOY | $3,859,068 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,503,544 | BOYAmt |
| EOY | $8,435,036 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,206,943 | BOYAmt |
| EOY | $12,294,104 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,257,718 | BOYAmt |
| EOY | $12,314,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,884,362 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$28,477 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $612,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,494,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,999 | CurrentTaxYearAmt |
| Total | $3,331,836 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $612,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,494,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,999 | CurrentTaxYearAmt |
| Total | $3,331,836 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,331,836 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $266,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,354 | CurrentTaxYearAmt |
| Total | $1,145,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,477,202 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $938,803 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 9 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 52 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $375 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $8,494 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,995,116 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $713,882 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,961,358 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,793,074 | BeginningYearBalanceAmt |
| Contributions | $375 | ContributionsAmt |
| Investment Earnings Or Losses | $1,276,093 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,995,116 | GrantsOrScholarshipsAmt |
| Other Expenditures | $160,955 | OtherExpendituresAmt |
| Administrative Expenses | $238,231 | AdministrativeExpensesAmt |
| End Year Balance | $10,675,240 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,583,697 | BeginningYearBalanceAmt |
| Contributions | $1,254,389 | ContributionsAmt |
| Investment Earnings Or Losses | $1,781,866 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,779 | GrantsOrScholarshipsAmt |
| Other Expenditures | $268,229 | OtherExpendituresAmt |
| Administrative Expenses | $234,870 | AdministrativeExpensesAmt |
| End Year Balance | $12,793,074 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,472,979 | BeginningYearBalanceAmt |
| Contributions | $393,757 | ContributionsAmt |
| Investment Earnings Or Losses | $798,754 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $508,881 | GrantsOrScholarshipsAmt |
| Other Expenditures | $245,001 | OtherExpendituresAmt |
| Administrative Expenses | $327,911 | AdministrativeExpensesAmt |
| End Year Balance | $10,583,697 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,593,501 | BeginningYearBalanceAmt |
| Contributions | $252,414 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,525,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $422,637 | GrantsOrScholarshipsAmt |
| Other Expenditures | $165,615 | OtherExpendituresAmt |
| Administrative Expenses | $259,006 | AdministrativeExpensesAmt |
| End Year Balance | $10,472,979 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,414,830 | BeginningYearBalanceAmt |
| Contributions | $277,748 | ContributionsAmt |
| Investment Earnings Or Losses | $2,618,324 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $489,222 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $228,179 | AdministrativeExpensesAmt |
| End Year Balance | $12,593,501 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,495 | DepreciationAmt |
| Book Value | $23 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,107 | DepreciationAmt |
| Book Value | $163 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $186 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENE INT IN CHARITABLE REM TRUST | $1,105,641 |
| RENT DEPOSIT | $975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,106,616 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| Amt | $1,261 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,261 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,850,662 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$28,477 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$28,477 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,879,139 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,879,139 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,763,501 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,763,501 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,763,501 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | TO FUND FUTURE PROGRAMS AND BENEFITS TO NON-PROFIT ORGANIZATIONS IN THE SOUTHWEST FLORIDA COMMUNITY AND ELSEWHERE. |
| SCHEDULE D, PAGE 3, PART X | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS A NON-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE FOUNDATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXIN AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE FOUNDATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE FOUNDATION ADOPTED THIS GUIDANCE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZAITON HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BROTHERHOOD OF HEROES | |||||||||
| 4522 DELPRADO BLVD S | CAPE CORAL | FL | 33904 | 853080134 | 501C3 | $8,500 | SCHOLARSHIPS | ||
| CAPE CHRISTIAN | |||||||||
| 2110 CHIQUITA BLVD S | CAPE CORAL | FL | 33991 | 501C3 | $9,192 | COMMUNITY OUTREACH | |||
| CAPE CORAL ANIMAL SHELTER | |||||||||
| 1214 CAPE CORAL PARKWAY | CAPE CORAL | FL | 33904 | 813632884 | 501(C) | $8,500 | GEN OPERATING | SUITE 235 | |
| CAPE CORAL CARING CENTER | |||||||||
| 4645 SE 15TH AVE | CAPE CORAL | FL | 33904 | 650253583 | 501(C) | $7,473 | GEN OPERATING | ||
| FLORIDA GULF COAST UNIVERSITY | |||||||||
| 10501 FGCU BLVD SOUTH | FORT MYERS | FL | 339656565 | 650403969 | 501C | $12,750 | SCHOLARSHIPS | ||
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 501C | $22,000 | SCHOLARSHIPS | ||
| FLORIDA SOUTHWESTERN COLLEGE | |||||||||
| 8099 COLLEGE PKWY | FORT MYERS | FL | 32306 | 501C | $8,000 | SCHOLARSHIPS | |||
| FLORIDA STATE UNIVERSITY | |||||||||
| 4400A UNIVERSITY CENTER | TALLAHASSEE | FL | 32306 | 501C | $6,000 | SCHOLARSHIPS | |||
| JUNIOR ACHIEVEMENT OF SWFL INC | |||||||||
| 13241 UNIVERSITY DRIVE | FORT MYERS | FL | 33907 | 650503084 | 501(C) | $10,000 | PROGRAMS | ||
| NEW LIFE BAPTIST CHURCH | |||||||||
| PO BOX 5640 | HIALEAH | FL | 33014 | 591608525 | 501C3 | $10,000 | OUTREACH | ||
| ST ANDREW CATHOLIC PARISH AND SCHO | |||||||||
| 1509 SE 27TH STREET | CAPE CORAL | FL | 33904 | 592962339 | 501C | $31,600 | EDUCATION | ||
| THE COLLABORATORY | |||||||||
| 2031 JACKSON ST | FORT MYERS | FL | 33901 | 596580974 | 501C3 | $2,634,069 | SCHOLARSHIPS | ||
| CAPE CORAL COMMUNITY FOUNDATION | |||||||||
| 1405 SE 47TH ST | CAPE CORAL | FL | 33914 | 237410312 | 501C3 | $10,000 | EVENT SUPPORT | ||
| UNIVERSITY OF CENTRAL FLORIDA | |||||||||
| 4000 CENTRAL FL BLVD | ORLANDO | FL | 32816 | 592924021 | 501C3 | $6,500 | EDUCATION | ||
| UNIVERSITY OF FLORIDA | |||||||||
| PO BOX 114025 | GAINESVILLE | FL | 326114025 | 590974739 | 501C3 | $11,000 | SCHOLARSHIPS | ||
| UNIVERSITY OF SOUTH FLORIDA | |||||||||
| 4202 E FOWLER AVENUE SVC 1102 | TAMPA | FL | 33620 | 593102112 | 501C3 | $7,750 | SCHOLARSHIPS | ||
| VARIOUS GRANTS OR LESS THAN 5000 | |||||||||
| $90,782 | |||||||||
| WASHINGTON AVENUE BAPTIST CHURCH | |||||||||
| 1722 N NATIONAL AVENUE | SPRINGFIELD | MO | 65803 | 501C3 | $6,000 | COMMUNITY OUTREACH | |||
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CHATMAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $165,485 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $165,485 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS WERE USED TO HELP CHECK IN INDIVIDUALS AT MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | GOVERNING BODY REVIEWS THE RETURN AND SIGNS THE 8879 BEFORE IT IS FILED ELECTRONICALLY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD AND EMPLOYEES ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST FORMS ADDRESSED AT BI-MONTHLY BOARD MEETINGS |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPARABILITY DATA BASED ON NET ASSETS - ANNUAL REVIEW BY EXECUTIVE COMMITTEE PRESENTED TO THE BOARD OF DIRECTORS FOR APPORVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | ANNUAL REVIEW BY EXECUTIVE COMMITTEE PRESENTED TO THE BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
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