TY 2010 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0047

2010

Open to Public Inspection

A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

CName of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address)
8771 COLLEGE PARKWAY BLDG 2 201

Room/suite

City or town, state or country, and ZIP + 4
FORT MYERS, FL33919

D Employer identification number

59-6580974

E Telephone number

G Gross receipts $ 16,425,174

F Name and address of principal officer:
RONALD E PENN CFO COO
8771 COLLEGE PARKWAY BLDG 2 201
FORT MYERS,FL33919

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.FLORIDACOMMUNITY.COM

H(a)

Is this a group return for
affiliates? Yes No

H(b)

Are all affiliates included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1976

M State of legal domicile: FL

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	28
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	28
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	10
6	Total number of volunteers (estimate if necessary) ....	6	118
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,077,397	1,025,144
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	768,689	3,428,780
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-6,277	-1,995
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	4,839,809	4,451,929
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,921,429	3,231,912
14	Benefits paid to or for members (Part IX, column (A), line 4) ....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	705,954	771,397
16a	Professional fundraising fees (Part IX, column (A), line 11e)....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 7,090
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	538,858	651,910
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,166,241	4,655,219
19	Revenue less expenses. Subtract line 18 from line 12......	673,568	-203,290
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	55,262,099	60,882,511
21	Total liabilities (Part X, line 26)............	5,573,625	5,979,810
22	Net assets or fund balances. Subtract line 21 from line 20 .....	49,688,474	54,902,701

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid Preparer's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ......... Yes No

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2010)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .

Briefly describe the 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.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .................... Yes No

If “Yes,” describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? .......................... Yes No

If “Yes,” describe these changes on Schedule O.

Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 3,393,009 including grants of $ 3,231,912 ) (Revenue $ 4,451,929 )
	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.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services. (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses$ 3,393,009

Form 990 (2010)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A Click to see attachment

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment

........

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I Click to see attachment

.......................

Yes

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II Click to see attachment

...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment

....................

Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV Click to see attachment

...................

Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part V Click to see attachment

If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:

Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI. Click to see attachment

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII. Click to see attachment

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII. Click to see attachment

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX. Click to see attachment

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X. Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X. Click to see attachment

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States?....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..

Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................

Form 990 (2010)

Page 4

Part IV

Checklist of Required Schedules (continued)

20a

Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....

20a

Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....

20b

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment

Yes

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment

Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................

25b

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............

Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................

28a

A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................

28b

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..

28c

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M Click to see attachment

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment

Yes

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment

Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....

Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment

YesNo

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2010)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?.............................

If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........

If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................

Yes

If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If “Yes,” indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?.........

Did the organization make a distribution to a donor, donor advisor, or related person?......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.

13a

Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.

13b

Enter the aggregate amount of reserves on hand.

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..

14b

Form 990 (2010)

Page 6

Part VI

Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year ..............

Enter the number of voting members included in line 1a, above, who are independent .................

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Does the organization have members or stockholders? ................

Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................

Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....

Yes

Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)

Yes

10a

Does the organization have local chapters, branches, or affiliates? ............

10a

If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....

10b

11a

Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....

12a

Does the organization have a written conflict of interest policy? If “No,” go to line 13.......

12a

Yes

Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................

12b

Yes

Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................

12c

Yes

Does the organization have a written whistleblower policy? ...............

Yes

Does the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.

Own website Another's website Upon request

Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet

RONALD E PENN
8771 COLLEGE PARKWAY BLDG 2 201
FORT MYERS,FL33919
(239) 274-5900

Form 990 (2010)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.

Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) JULIA I EAST PRES / CEO	50.00	X	X	119,606	0	11,197
(2) DONNA F KAYE PAST CHAIR	1.00	X		0	0	0
(3) GARY AUBUCHON TRUSTEE	1.00	X		0	0	0
(4) SUSAN BENNETT TRUSTEE	1.00	X		0	0	0
(5) JAY BRETT CHAIR	5.00	X	X	0	0	0
(6) ROBERT DAFROTA TRUSTEE	1.00	X		0	0	0
(7) DAWN-MARIE DRISCOLL VICE CHAIR	3.00	X	X	0	0	0
(8) ALEXANDER ROBINSON TRUSTEE	1.00	X		0	0	0
(9) CHARLES IDELSON TRUSTEE	1.00	X		0	0	0
(10) DAVID LUCAS TRUSTEE	1.00	X		0	0	0
(11) JOSEPH MAZURKIEWICZ TRUSTEE	1.00	X		0	0	0
(12) CAROLYN ROGERS TRUSTEE	1.00	X		0	0	0
(13) DAVID SHELLENBARGER TRUSTEE	1.00	X		0	0	0
(14) A SCOTT WHITE SEC/TREAS	1.00	X	X	0	0	0
(15) JOSEPH CATTI TRUSTEE	1.00	X		0	0	0
(16) KEVIN ERWIN TRUSTEE	1.00	X		0	0	0
(17) JUDGE ARCHIE B HAYWARD JR TRUSTEE	1.00	X		0	0	0

Form 990 (2010)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) STEVEN H PONTIUS TRUSTEE	1.00	X		0	0	0
(19) MARIE M ACKORD TRUSTEE	1.00	X		0	0	0
(20) ROY BORREGO TRUSTEE	1.00	X		0	0	0
(21) PATRICIA K DOBBINS TRUSTEE	1.00	X		0	0	0
(22) DR LARRY A HOBBS TRUSTEE	1.00	X		0	0	0
(23) ROBBIE B ROEPSTORFF TRUSTEE	1.00	X		0	0	0
(24) STEVEN WHITLEY TRUSTEE	1.00	X		0	0	0
(25) MYRA HALE WALTERS TRUSTEE	1.00	X		0	0	0
(26) GUY WHITESMAN TRUSTEE	1.00	X		0	0	0
(27) DEBORAH BRAENDLE TRUSTEE	1.00	X		0	0	0
(28) DARREN ROBERTSHAW TRUSTEE	1.00	X		0	0	0
(29) RONALD E PENN CFO / COO	45.00		X	91,185	0	2,833

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	210,791	14,030

Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization

Form 990 (2010)

Page 9

Part VIII

Statement of Revenue

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e		45,588

f	All other contributions, gifts, grants, and similar amounts not included above1f		979,556
g	Noncash contributions included in lines 1a-1f:$ 69,440
h	Total. Add lines 1a-1f.......			1,025,144
			Business Code
2a
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........
3	Investment income (including dividends, interest
	and other similar amounts).....			937,278			937,278
4	Income from investment of tax-exempt bond proceeds..
5	Royalties............
		(i) Real	(ii) Personal
6a	Gross Rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	14,171,156	282,834
b	Less: cost or other basis and sales expenses	11,960,243	2,245
c	Gain or (loss)	2,210,913	280,589
d	Net gain or (loss)..........			2,491,502	-2,245		2,493,747
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ...
	a		6,602
b	Less: direct expenses ...b		10,757
c	Net income or (loss) from fundraising events..			-4,155
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	MISCELLANEOUS INCOME			2,160	2,160
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			2,160
12	Total revenue. See Instructions....			4,451,929	-85		3,431,025

Form 990 (2010)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21	3,231,912	3,231,912
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	225,720	32,955	191,636	1,129
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	418,259	61,065	355,103	2,091
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	17,012	2,484	14,443	85
9	Other employee benefits .......	63,916	9,332	54,264	320
10	Payroll taxes ...........	46,490	6,788	39,470	232
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	21,533		21,533
c	Accounting ...........	29,000		29,000
d	Lobbying ...........
e	Professional fundraising. See Part IV, line 17..
f	Investment management fees ......	172,926		172,926
g	Other ..........	54,300	6,932	47,287	81
12	Advertising and promotion ....	22,192		22,192
13	Office expenses .......	42,723	636	39,910	2,177
14	Information technology ......	44,055	7,938	35,642	475
15	Royalties ..
16	Occupancy ...........	65,209	9,521	55,362	326
17	Travel ............	10,965	2,002	8,963
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	15,314	2,593	12,721
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	14,082	2,056	11,956	70
23	Insurance ..............	15,814	2,308	13,427	79
24	Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a	SPECIAL EVENTS	53,155	2,461	50,694
b	PRINTING AND PUBLICATION	26,456	752	25,679	25
c	RELATIONSHIPS	24,255	2,801	21,454
d	DUES & SUBSCRIPTIONS	20,100	340	19,760
e	MISCELLANEOUS	19,831	8,133	11,698
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	4,655,219	3,393,009	1,255,120	7,090
26	Joint costs. Check here if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

Form 990 (2010)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........				1
2	Savings and temporary cash investments .......			404,192	2	306,888
3	Pledges and grants receivable, net .........				3
4	Accounts receivable, net .........				4
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........				5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........				6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ............			9,805	9	45,739
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	100,378
b	Less: accumulated depreciation. .....	10b	57,207	12,494	10c	43,171
11	Investments—publicly traded securities ..........			42,849,017	11	47,225,262
12	Investments—other securities. See Part IV, line 11 ......				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets .........				14
15	Other assets. See Part IV, line 11 ...........			11,986,591	15	13,261,451
16	Total assets. Add lines 1 through 15 (must equal line 34)...			55,262,099	16	60,882,511
17	Accounts payable and accrued expenses .			18,209	17	39,537
18	Grants payable ..........			500,263	18	481,576
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities. Complete Part X of Schedule D.....			5,055,153	25	5,458,697
26	Total liabilities. Add lines 17 through 25.....			5,573,625	26	5,979,810
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			39,849,783	27	43,315,456
28	Temporarily restricted net assets .....			9,838,691	28	11,587,245
29	Permanently restricted net assets .....				29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances .....			49,688,474	33	54,902,701
34	Total liabilities and net assets/fund balances .....			55,262,099	34	60,882,511

Form 990 (2010)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .

Total revenue (must equal Part VIII, column (A), line 12) . . .

4,451,929

Total expenses (must equal Part IX, column (A), line 25) . . . . .

4,655,219

Revenue less expenses. Subtract line 2 from line 1 . . . .

-203,290

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .

49,688,474

Other changes in net assets or fund balances (explain in Schedule O) . . . .

5,417,517

Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .

54,902,701

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?..

Were the organization’s financial statements audited by an independent accountant?........

Yes

If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................

Yes

If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separated basis

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................

If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..

Form 990 (2010)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of support?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2010

Page 2

Part II

Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	6,578,318	6,544,336	7,071,528	4,077,397	1,025,144	25,296,723
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3..	6,578,318	6,544,336	7,071,528	4,077,397	1,025,144	25,296,723
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						6,074,481
6	Public Support. Subtract line 5 from line 4.						19,222,242

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
7	Amounts from line 4..	6,578,318	6,544,336	7,071,528	4,077,397	1,025,144	25,296,723
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	963,942	2,676,814	1,092,485	955,337	937,278	6,625,856
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11	Total support (Add lines 7 through 10).						31,922,579

Gross receipts from related activities, etc. (See instructions.) ..................

8,762

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

60.220 %

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

65.460 %

16a

33 1/3% support test—2010. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2009. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2009. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 3

Part III

Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .......	76
2	Aggregate contributions to (during year) ...	487,321
3	Aggregate grants from (during year) ...	1,643,469
4	Aggregate value at end of year .......	6,405,676

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically importantly land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06 ........	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................

Yes No

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 52283D

Schedule D (Form 990) 2010

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIV.

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current Year	(b)Prior Year	(c)Two Years Back	(d)Three Years Back	(e)Four Years Back
1a	Beginning of year balance ....
b	Contributions ........
c	Investment earnings or losses ...
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the year end balance held as:

Board designated or quasi-endowment: SchDMd Bullet

Permanent endowment: SchDMd Bullet

Term endowment: SchDMd Bullet

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of investment		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............	34,933		34,933
d	Equipment ................	65,445	57,207	8,238
e	Other .................
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........				43,171

Schedule D (Form 990) 2010

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1) DEFERRED GIFTS REC - FUTURE INTEREST				13,025,942
(2) CONTRIBUTIONS RECEIVABLE				183,000
(3) LIFE INSURANCE - REMAINDER INTEREST				52,509






Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........				13,261,451

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Amount
Federal Income Taxes
FUNDS HELD AS AGENCY ACCOUNTS		3,956,375
ANNUITY OBLIGATIONS		1,502,322







Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)		5,458,697
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).

Schedule D (Form 990) 2010

Page 4

Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1	Total revenue (Form 990, Part VIII, column (A), line 12) ....................	1	4,451,929
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	4,655,219
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	-203,290
4	Net unrealized gains (losses) on investments ..........................	4	4,139,943
5	Donated services and use of facilities .............................	5
6	Investment expenses ...................................	6
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV) .................................	8	1,277,574
9	Total adjustments (net). Add lines 4 - 8 .............................	9	5,417,517
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	5,214,227

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	9,678,681
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	4,139,943
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIV): ............	2d	1,084,564
e	Add lines 2a through 2d .....................			2e	5,224,507
3	Subtract line 2e from line 1.....................			3	4,454,174
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIV): ...........	4b	-2,245
c	Add lines 4a and 4b.......................			4c	-2,245
5	Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ......			5	4,451,929

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	4,464,454
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIV): ............	2d	-178,778
e	Add lines 2a through 2d......................			2e	-178,778
3	Subtract line 2e from line 1.....................			3	4,643,232
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIV): ............	4b	11,987
c	Add lines 4a and 4b.......................			4c	11,987
5	Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ......			5	4,655,219

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
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 D (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number
59-6580974

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ABUSE COUNSELING & TREATMENT INCP O BOX 60401 FORT MYERS,FL33906	59-1864735	501	29,000	COUNSELING SVCS
(2) AGAPE HOME INC3 AVENUE J MOORE HAVEN,FL33471	65-0721743	501	15,000	BUILDING RESTORATION
(3) ALVIN A DUBIN ALZHEIMER'S RESOURCE10051 MCGREGOR BLVD SUITE 101 FORT MYERS,FL33919	65-0580633	501	16,570	PROGRAM SUPPORT
(4) AMERICAN RED CROSS OF LEE COUNTY7051 CYPRESS TERRACE SUITE 110 FORT MYERS,FL33907	53-0196605	501	20,000	SVC TO ARMED FORCES
(5) ANIMAL REFUGE CENTERINCP O BOX 6642 FORT MYERS,FL33902	65-0057419	501	31,938	PROGRAM/OP SUPPORT
(6) ARCHDIOCESE OF INDIANAPOLIS1400 N MERIDAN ST INDIANAPOLIS,IN46202	53-0196617	501	369,710	DA FUND
(7) ARTFEST FORT MYERS INC2443 FIRST ST FORT MYERS,FL33901	65-1119729	501	18,000	ARTFEST FORT MYERS
(8) ARTS FOR ACT2265 FIRST ST FORT MYERS,FL33901	59-1864735	501	10,000	ARTS FOR ACT GALLERY
(9) BAILEY-MATTHEWS SHELL MUSEUMP O BOX 1580 SANIBEL,FL33957	59-2775992	501	9,193	PROGRAM SUPPORT
(10) BAILEY-MATTHEWS SHELL MUSEUMP O BOX 1580 SANIBEL,FL33957	59-2775992	501	15,375	PROGRAM SUPPORT
(11) BISHOP VEROT HIGH SCHOOL5598 SUNRISE DR FORT MYERS,FL33919		501	10,000	ANNUAL FUND
(12) BOBBY NICHOLS FIDDLESTICKS CHARITY15391 CANONGATE DR FORT MYERS,FL33912	04-3649766	501	6,000	PROGRAM SUPPORT
(13) BOYS & GIRLS CLUBS OF LEE CO7275 CONCOURSE DR FORT MYERS,FL33908	59-2013870	501	7,500	OPERATING SUPPORT
(14) BRIGHTEST HORIZONS CHILD DEVELOPMEN10320 GLADIOLUS DR FORT MYERS,FL33908	23-7378076	501	12,808	PROGRAM/OP SUPPORT
(15) CALOOSA HUMANE SOCIETYP O BOX 2337 LABELLE,FL33975	65-0759567	501	33,155	PROGRAM/OP SUPPORT
(16) CALUSA NATURE CENTER & PLANETARIUM3450 ORTIZ AVE FORT MYERS,FL33905	23-7090889	501	10,000	OPERATING SUPPORT
(17) CAPTIVA CHAPEL BY THE SEAP O BOX 162 CAPTIVA,FL33924	59-6143042	501	10,932	PROGRAM/OP SUPPORT
(18) CATHOLIC CHARITIES DIOCESE OF VENI4235 MICHIGAN LINK AVE FORT MYERS,FL33916	59-2473176	501	25,000	READING PROGRAM
(19) CENTER FOR ABUSE & RAPE EMERGENCIESP O BOX 510234 PUNTA GORDA,FL33951	59-2435059	501	42,688	PROGRAM SUPPORT
(20) CENTER FOR THE ARTS26100 OLD 41 ROAD BONITA SPRINGS,FL34135	65-0295085	501	8,700	OP SUPPORT/MARKETING
(21) CHARLOTTE HARBOR ENVIRONMENTAL CENT10941 BURNT STORE ROAD PUNTA GORDA,FL33955	59-2853001	501	25,000	OPERATING SUPPORT
(22) CHILD CARE OF SOUTHWEST FLORIDA IN6831 PALISADES PARK COURT SUITE 6 FORT MYERS,FL33912	59-6198583	501	18,617	PROGRAM SUPPORT
(23) CHILDREN'S ADVOCACY CENTER OF SWFL3830 EVANS AVE FORT MYERS,FL33901	65-0007620	501	31,000	OPERATING SUPPORT
(24) CHRIST LUTHERAN CHURCH3816 SOUTH 12TH ST SHEBOYGAN,WI53081		501	6,000	OPERATING SUPPORT
(25) CITY OF SANIBEL800 DUNLOP ROAD SANIBEL,FL33957		501	15,000	PERIWINKLE PATH PROJ
(26) CLEWISTON CHRISTIAN SCHOOLP O BOX 129 CLEWISTON,FL33440	20-3638157	501	20,000	BUILDING REMODEL
(27) COLUMBIA COLLEGE OFFICE OF ALUMNI A622 WEST 113TH ST 3RD FL MC4530 NEW YORK,NY10025		501	17,000	SCHOLARSHIPS
(28) COMMUNITY COOPERATIVE MINISTRIES IP O BOX 2143 FORT MYERS,FL33902	59-2602772	501	31,967	PROGRAM SUPPORT
(29) COUNTRYSIDE UNITED METHODIST CHURCH3221 SW BURLINGAME ROAD TOPEKA,KS66611	48-1222814	501	6,000	OPERATING SUPPORT
(30) DIOCESE OF VENICE CATHOLIC FAITH APP O BOX 60759 FORT MYERS,FL33906		501	8,000	OUR LADY OF LIGHT
(31) EASTER SEALS FLORIDA INC1650 MEDICAL LANE SUITE 1 FORT MYERS,FL33907	59-0637848	501	20,000	PROGRAM/OP SUPPORT
(32) ECHO INC17391 DURRANCE ROAD NORTH FORT MYERS,FL33917	23-7275283	501	15,000	PROGRAM STAFF
(33) ECHO INC17391 DURRANCE ROAD NORTH FORT MYERS,FL33917	23-7275283	501	10,000	MARKETING
(34) EDISON STATE COLLEGEP O BOX 60210 FORT MYERS,FL33906		501	9,050	SCHOLARSHIPS
(35) FISH OF SANIBEL1630 PERIWINKLE WAY SUITE B SANIBEL,FL33957	20-8892375	501	8,257	PROGRAM SUPPORT
(36) FAMILY HEALTH CENTERS OF SOUTHWEST2256 HEITMAN ST FORT MYERS,FL33902	59-1741273	501	10,940	MEDICAL EQUIPMENT
(37) FIRST PRESBYTERIAN CHURCH OF BONITAP O BOX 2168 BONITA SPRINGS,FL34133		501	5,500	OPERATING SUPPORT
(38) FLORIDA ARTS INCP O BOX 1562 FORT MYERS,FL33902	31-1536036	501	20,000	FLORIDA ARTS FESTIVA
(39) FLORIDA GULF COAST UNIVERSITY10501 FGCU BLVD S FORT MYERS,FL33965		501	9,193	PROGRAM/OP SUPPORT
(40) FLORIDA GULF COAST UNIVERSITY10501 FGCU BLVD S FORT MYERS,FL33965		501	15,450	SCHOLARSHIPS
(41) FLORIDA GULF COAST UNIVERSITY FOUND10501 FGCU BLVD S FORT MYERS,FL33965	65-0403969	501	15,745	PROGRAM SUPPORT
(42) FLORIDA LIONS CONKLIN CENTER FOR TH405 WHITE ST DAYTONA BEACH,FL32114	23-7377066	501	5,422	PROGRAM/OP SUPPORT
(43) FLORIDA REPERTORY THEATREP O BOX 2483 FORT MYERS,FL33902	65-0827621	501	15,000	TRAVEL INDUSTRY /VIS
(44) FLORIDA STATE UNIVERSITYSUITE 44000A UNIVERSITY CENTER TALLAHASSEE,FL32306		501	17,500	SCHOLARSHIPS
(45) FORT MYERS COMMUNITY CONCERT ASSOCIP O BOX 606 FORT MYERS,FL33902	59-1739068	501	10,460	PROGRAM/OP SUPPORT
(46) FRIENDS OF THE LAKES REGIONAL LIBRA15290 BASS ROAD FORT MYERS,FL33919	65-0145488	501	7,000	SW FL READING FESTIV
(47) GOODWILL INDUSTRIES OF SOUTHWEST FL4940 BAYLINE DR NORTH FORT MYERS,FL33917	59-6196141	501	74,329	PROGRAM/OP SUPPORT
(48) GRACE PLACE FOR CHILDREN AND FAMILIPO BOX 990531 NAPLES,FL34116	65-1229558	501	10,000	BRIGHT BEGINNINGS TE
(49) GUADALUPE CENTER INC505 HOPE CIRCLE IMMOKALEE,FL34142	59-2617151	501	11,036	PROGRAM/OP SUPPORT
(50) GULF COAST HUMANE SOCIETY INC2010 ARCADIA ST FORT MYERS,FL33916	59-0806978	501	8,082	PROGRAM/OP SUPPORT
(51) GULF COAST SYMPHONYP O BOX 60878 FORT MYERS,FL33906	65-0666748	501	18,000	OP SUPPORT/MARKETING
(52) HABITAT FOR HUMANITY OF LEE COUNTY1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS,FL33903	59-2236174	501	48,644	PROGRAM/OP SUPPORT
(53) HARRY CHAPIN FOOD BANK OF SW FLORID3760 FOWLER ST FORT MYERS,FL33901	59-2332120	501	22,200	OPERATING SUPPORT
(54) HENDRY REGIONAL MEDICAL CENTER FOUN544 W SUGARLAND HIGHWAY CLEWISTON,FL33440	65-0848489	501	10,000	CAPITAL CAMPAIGN
(55) HIGHLANDS CASHIERS HOSPITAL FOUNDATP O BOX 190 HIGHLANDS,NC28741	56-1165833	501	10,000	BLADDER SCANNER
(56) HOLY TRINITY HIGH SCHOOL1443 WEST DIVISION ST CHICAGO,IL60642	36-2431052	501	100,000	CENTENNIAL CAPITAL C
(57) HOPE CLUBHOUSE OF SOUTHWEST FLORIDA1495 MAPLE DR FORT MYERS,FL33907	30-0437443	501	20,250	PROGRAM/OP SUPPORT
(58) HOPE HOSPICE9470 HEALTH PARK CIRCLE FORT MYERS,FL33908	59-2128697	501	5,021	PROGRAM SUPPORT
(59) HOPE HOSPICE9470 HEALTH PARK CIRCLE FORT MYERS,FL33908	59-2128697	501	6,000	PROGRAM SUPPORT
(60) IMAGINARIUM HANDS-ON MUSEUM & AQUAR2000 CRANFORD AVE FORT MYERS,FL33916	65-0226984	501	10,000	WEATHER/NEWS STUDIO
(61) LEE COUNTY ALLIANCE FOR THE ARTS10091 MCGREGOR BLVD FORT MYERS,FL33919	51-0182649	501	6,704	PROGRAM SUPPORT
(62) LEE COUNTY ALLIANCE FOR THE ARTS10091 MCGREGOR BLVD FORT MYERS,FL33919	51-0182649	501	26,500	PROGRAM SUPPORT
(63) LEE MEMORIAL HEALTH SYSTEM FOUNDATIPO BOX 2218 FORT MYERS,FL33902	65-0645343	501	37,000	PROGRAM/OP SUPPORT
(64) LIBERTY YOUTH RANCHPO BOX 110718 NAPLES,FL34108	38-3674666	501	10,000	OPERATING SUPPORT
(65) LIONS EYE CLINIC10322 PENNSYLVANIA BONITA SPRINGS,FL34135	45-0560906	501	10,000	STAFF DEVELOPMENT
(66) LITERACY VOLUNTEERS OF COLLIER COUN281 AIRPORT PULLING ROAD NAPLES,FL34104	65-0181251	501	6,000	TUTOR TRAINING WORKS
(67) LITERACY VOLUNTEERS OF LEE COUNTY7275 CONCOURSE DRIVE SUITE 300 FORT MYERS,FL33908	65-0106803	501	21,070	STAFF/OP SUPPORT
(68) MALDEN CATHOLIC HIGH SCHOOL99 CRYSTAL ST MALDEN,MA02148		501	10,000	OPERATING SUPPORT
(69) NATIONAL CENTER FOR MISSING & EXPLO9955 TAMIAMI TRAIL N SUITE 2 NAPLES,FL34108	52-1328557	501	20,000	NETSMARTZ WORKSHOP
(70) NATIONAL PARKINSON FOUNDATION1501 NORTHWEST NINTH AVE MIAMI,FL33136	59-0968031	501	23,108	RESEARCH
(71) NATIONS ASSOCIATION CHARITIES INC4625 PALM BEACH BLVD FORT MYERS,FL33902	59-1840066	501	20,235	FUND DISSOLUTION
(72) NEW HORIZONS OF SOUTHWEST FLORIDAPO BOX 111833 NAPLES,FL34108	11-3678086	501	16,000	PROGRAM/OP SUPPORT
(73) OCTAGON SEQUENCE OF EIGHT INC41660 HORSESHOE ROAD PUNTA GORDA,FL33982	59-2298305	501	8,082	PROGRAM/OP SUPPORT
(74) PACE CENTER FOR GIRLS OF LEE COUNTY3760 SCHOOLHOUSE ROAD WEST FORT MYERS,FL33916	59-2414492	501	20,000	AFTER SCHOOL PROGRAM
(75) PINE ISLAND LONG TERM RECOVERY ORGA5465 PINE ISLAND ROAD NW BOKEELIA,FL33922	03-0551791	501	15,000	HIRE PROG DIRECTOR
(76) PINE MANOR IMPROVEMENT ASSOC INCPO BOX 61464 FORT MYERS,FL33906	65-0133208	501	19,405	PROGRAM SUPPORT
(77) RIVER DISTRICT ALLIANCE (FORT MYERSP O BOX 1686 FORT MYERS,FL33901	65-0542768	501	15,000	MARKETING
(78) SALVATION ARMY UNIT OF LABELLEPO BOX 218 LABELLE,FL33975		501	7,500	BREAKFAST FOR HOMELE
(79) SANIBEL SEA SCHOOLP O BOX 1229 SANIBEL,FL33957	20-3684133	501	6,000	OPERATING SUPPORT
(80) SHELL POINT RETIREMENT COMMUNITY15010 SHELL POINT BLVD FORT MYERS,FL33908	80-0002415	501	114,416	PROGRAM/OP SUPPORT
(81) SHRINERS HOSPITAL FOR CHILDREN12502 PINE DRIVE TAMPA,FL33612	04-2121377	501	5,627	PROGRAM/OP SUPPORT
(82) SOUTHWEST FLORIDA ATTRACTIONS ASSOCPO BOX 60702 FORT MYERS,FL33906	65-0618123	501	15,000	PROGRAM SUPPORT
(83) SOUTHWEST FLORIDA MUSEUM OF HISTORY2300 PECK STREET FORT MYERS,FL33901	65-1026058	501	10,000	PALEO FL EXHIBIT UPG
(84) SOUTHWEST FLORIDA SYMPHONY12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS,FL33919	59-1350404	501	32,157	PROGRAM/OP SUPPORT
(85) SOUTHWEST FLORIDA SYMPHONY12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS,FL33919	59-1350404	501	22,000	MARKETING /ANNUAL FD
(86) SPECIAL EQUESTRIANS INC5121 STALEY ROAD FORT MYERS,FL33905	65-0250071	501	8,671	RENOVATION PROJECT
(87) ST LUKE'S EPISCOPAL CHURCH2635 CLEVELAND AVENUE FORT MYERS,FL33901		501	9,193	PROGRAM/OP SUPPORT
(88) ST MICHAEL AND ALL ANGELS EPISCOPA2304 PERIWINKLE WAY SANIBEL,FL33957		501	32,000	PROGRAM/OP SUPPORT
(89) SUSAN G KOMEN BREAST CANCER FOUNDA26800 SOUTH TAMIAMI TRAIL 210 BONITA SPRINGS,FL34134	68-0523074	501	15,000	PROGRAM SUPPORT
(90) SWFL COUNCIL INC BOY SCOUTS OF A1801 BOY SCOUT DR FORT MYERS,FL33907	59-1150488	501	30,700	PROGRAM/OP SUPPORT
(91) THE COMMUNITY FOUNDATION OF WESTERNP O BOX 1888 ASHEVILLE,NC28802	56-1223384	501	10,000	CULLASAJA OUTREACH
(92) THE FOUNDATION FOR LEE COUNTY PUBLIP O BOX 1608 FORT MYERS,FL33902	59-2637849	501	87,024	PROGRAM/OP SUPPORT
(93) THE FOUNDATION FOR LEE COUNTY PUBLIP O BOX 1608 FORT MYERS,FL33902	59-2637849	501	67,083	SCHOLARSHIP PROGRAMS
(94) THE FOUNDATION FOR LEE COUNTY PUBLIP O BOX 1608 FORT MYERS,FL33902	59-2637849	501	8,000	PROGRAM SUPPORT
(95) THE FREEDOM AND VIRTUE INSTITUTE2714 OAK RIDGE CT SUITE 602-D FORT MYERS,FL33901	20-2927564	501	25,000	OPERATING SUPPORT
(96) THE HEIGHTS FOUNDATION INC15775 PINE RIDGE ROAD FORT MYERS,FL33908	65-1003872	501	252,275	OPERATING SUPPORT
(97) THE SALVATION ARMY OF LEE HENDRY10291 MCGREGOR BLVD FORT MYERS,FL33919	58-0660607	501	31,245	PROGRAM/OP SUPPORT
(98) THE SALVATION ARMY OF LEE HENDRY10291 MCGREGOR BLVD FORT MYERS,FL33919	58-0660607	501	5,500	PROGRAM/OP SUPPORT
(99) THE UNITED WAY OF LEE HENDRY & GLA7273 CONCOURSE DR FORT MYERS,FL33908	59-1005169	501	41,007	PROGRAM/OP SUPPORT
(100) THE UNITED WAY OF LEE HENDRY & GLA7273 CONCOURSE DR FORT MYERS,FL33908	59-1005169	501	130,000	PROGRAM/OP SUPPORT
(101) THEATRE CONSPIRACY3806 HANOVER STREET FORT MYERS,FL33901	65-0569413	501	12,000	MARKETING/OUTREACH
(102) UNCOMMON FRIENDS FOUNDATIONPO BOX 811 FORT MYERS,FL33902	65-0490124	501	12,834	PROGRAM/OP SUPPORT
(103) UNCOMMON FRIENDS FOUNDATIONPO BOX 811 FORT MYERS,FL33902	65-0490124	501	8,000	MARKETING
(104) UNIVERSITY OF CENTRAL FLORIDA4000 CENTRAL FLORIDA BLVD ORLANDO,FL32816		501	5,450	SCHOLARSHIPS
(105) UNIVERSITY OF FLORIDAPO BOX 114025 GAINESVILLE,FL32611		501	125,350	SCHOLARSHIPS
(106) UNIVERSITY OF SO FLORIDA - DEPT OF4202 EAST FOWLER AVE RAR229 TAMPA,FL33620		501	26,000	SCHOLARSHIPS
(107) UNIVERSITY OF SOUTH FLORIDAP O BOX 864571 ORLANDO,FL32886		501	12,000	SCHOLARSHIPS
(108) UNIVERSITY OF TAMPA401 W KENNEDY BLVD TAMPA,FL33606		501	6,500	SCHOLARSHIPS
(109) VANGUARD CHARITABLE ENDOWMENT PROGRPO BOX 55766 BOSTON,MA02205	23-2888152	501	24,023	OPERATING SUPPORT
(110) VIRGINIA B ANDES VOLUNTEER COMMUNI21450 GIBRALTAR DRIVE PORT CHARLOTTE,FL33952	65-0958642	501	21,500	PROGRAM/OP SUPPORT
(111) WAKE UP AMERICA OF SWFL INCP O BOX 1654 FORT MYERS,FL33902	65-0997803	501	5,156	PROGRAM/OP SUPPORT
(112) YOUNG ARTISTS AWARD INCPO BOX 152149 CAPE CORAL,FL33915	57-1231237	501	8,500	YOUNG ARTIST AWARDS
(113) ZION LUTHERAN CHURCH7401 WINKLER RD FORT MYERS,FL33919		501	8,000	OPERATING SUPPORT
(114) MISC GRANTS 5000 & UNDER8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919		501	139,679
(115) DONOR ADVISED GRANTS 5000 & UNDER8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919		501	79,186

Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image

125

Enter total number of other organizations ................................ . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2010

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Identifier	Return Reference	Explanation

Schedule I (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

NonCash Contributions

Complete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Part I

Types of Property

	(a) Check if applicable	(b) Number of Contributions or items contributed	(c) Contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	6	62,195	FMV ON DATE OF TRANSFER
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( VARIOUS IN-KIND )	X	1	7,245	PRICE NORMALLY CHARGED
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it

must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash

contributions? ............................

32a

Yes

If "Yes," describe in Part II.

If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) 2010

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS	SCHEDULE M, PAGE 1, PART I, LINE 32B	DONATED SECURITIES ARE FORWARDED TO SEI INVESTMENTS, INC., THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO.

Schedule M (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Identifier	Return Reference	Explanation
AMENDED RETURN EXPLANATION	FORM 990, PAGE 1, ITEM B	THE ORGANIZATION'S RETURN IS HEREBY AMENDED TO CLARIFY ITS NEGATIVE RESPONSE TO PART V, LINE 8, 9A, AND 9B REGARDING ACTIVITIES OF SPONSORING ORGANIZATIONS MAINTAINING DONOR ADVISED FUNDS.
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	MISSION - TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. THE FOUNDATION MAKES GRANTS TO MEET THE COMMUNITY'S CHARITABLE NEEDS AND AWARDS SCHOLARSHIPS TO FURTHER STUDENT EDUCATIONAL PURSUITS.
FIRST ACHIEVEMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4A	SCHOLARSHIPS ARE PROVIDED FOR HIGH SCHOOL STUDENTS GOING ON TO COLLEGE AND COLLEGE STUDENTS APPLYING FOR SPECIFIC FIELDS OF UNDERGRADUATE OR GRADUATE SCHOOL EDUCATION. AFTER APPLICATIONS ARE RECEIVED, A SCHOLARSHIP READING COMMITTEE COMPRISED OF COMMUNITY PROFESSIONALS READ AND EVALUATE THEM, CHOOSE THE WINNERS AND/OR FINALISTS AND SUBMIT THE NAMES FOR APPROVAL TO THE SCHOLARSHIP COMMITTEE. PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL FINANCIAL AID OFFICES WHERE THE STUDENT ATTENDS. MAJOR ANNUAL GRANT CYCLE - GRANTS DISTRIBUTED IN FY 2011 TOTALED 399,727 ALL GRANTS IN THE MAJOR ANNUAL GRANT CYCLE ARE MADE TO 501(C)(3) NONPROFITS THROUGH A COMPETITIVE APPLICATION PROCESS. PROJECT GRANTS ARE PRIMARILY FOR NEW OR EXPANDED PROGRAMS AND PILOT OR DEMONSTRATION PROJECTS. PROJECT GRANTS HAVE EXPLICIT OBJECTIVES, PREDETERMINED TIME FRAMES AND COSTS, SUPPORT THE MISSION OF THE RECIPIENT ORGANIZATION AND ADDRESS A DOCUMENTED COMMUNITY NEED. CAPITAL GRANTS SUPPORT THE CONSTRUCTION, ACQUISITION AND RENOVATION OF FACILITIES, AS WELL AS THE PURCHASE OF EQUIPMENT BY AN ORGANIZATION. CAPITAL GRANT REQUESTS FOR CONSTRUCTION PROJECTS ALSO INCLUDE THE COSTS OF RELATED TECHNICAL SERVICES SUCH AS LEGAL, ARCHITECTURAL AND ENGINEERING ACTIVITIES. TECHNICAL ASSISTANCE GRANTS SUPPORT ORGANIZATIONAL DEVELOPMENT ACTIVITIES TO ADDRESS SUCH ISSUES AS BOARD GOVERNANCE, STRATEGIC PLANNING, RESOURCE DEVELOPMENT AND INTERAGENCY COLLABORATION. SPRING INITIATIVE GRANTS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 100,000 GRANTS ARE GIVEN TO 501(C)(3) NONPROFITS TO FUND A CRITICAL NEED WITHIN THE COMMUNITY. THE FOCUS AREA IS SELECTED BY THE GRANTMAKING AND COMMUNITY LEADERSHIP COMMITTEE AFTER CONSULTATION WITH UNITED WAY, LEE COUNTY HUMAN SERVICES AND OTHER NONPROFIT LEADERS. REQUESTS FOR PROPOSALS ARE ANNOUNCED TO THE NONPROFIT COMMUNITY FOR THESE GRANTS. CAPACITY GRANTS - GRANTS DISTRIBUTED IN FY 2011 TOTALED 59,364 CAPACITY GRANTS SUPPORT ACTIVITIES MEANT TO IMPROVE THE CAPACITY OF 501(C)(3) NONPROFITS IN CARRYING OUT THEIR MISSIONS. GRANTS ARE MADE VIA APPLICATIONS FOR ACTIVITIES SUCH AS TRAINING SEMINARS AND OTHER STAFF DEVELOPMENT ACTIVITIES, THE HIRING OF ORGANIZATIONAL DEVELOPMENT CONSULTANTS, SMALL EQUIPMENT EXPENDITURES AND EMERGENCY NEEDS.
OFFICERS WHO CANNOT BE REACHED	FORM 990, PAGE 6, PART VI, LINE 9	JULIA I. EAST 508 CAPE CORAL PKWY WEST CAPE CORAL, FL 33914
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY DEPENDING ON THE FUNCTION OF THE VOLUNTEER DUTIES ASSIGNED.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM THE TOP TEN FOUNDATIONS IN FLORIDA, AND OTHER FOUNDATIONS' FORM 990S.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS SALARY SURVEY AND SALARY INFORMATION FROM THE TOP TEN FOUNDATIONS IN FLORIDA, AND LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, THROUGH THE FOUNDATION'S WEBSITE AT WWW.FLORIDACOMMUNITY.COM, AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(f) Direct controlling entity
(1) BONITA SPRINGS COMMUNITY FD LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919 27-4342648	INACTIVE	FL	NA
(2) COMMUNITY FD OF SANIBEL-CAPTIVA LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919 27-4343844	INACTIVE	FL	NA
(3) WOMENS LEGACY FUND LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919 27-4967919	INACTIVE	FL	NA
(4) WOMENS LEGACY FUND OF SWFL LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919 27-4968412	INACTIVE	FL	NA
(5) GOOD NEIGHBOR COMM FD OF SANIBEL- CAPTIVA LLC 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919 27-4343158	INACTIVE	FL	NA

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled organization
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2010

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership

Schedule R (Form 990) 2010

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III or IV.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .

m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)

Schedule R (Form 990) 2010

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Are all partners section 501(c)(3) organizations?		(e) Share of end-of-year assets	(f) Disproprtionate allocations?		(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(h) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(e) Share of end-of-year assets	Yes	No	(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2010

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation

Additional Data

Software ID:
Software Version: