TY 2012 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

2012

Open to Public Inspection

A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013

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 $ 7,162,009

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: TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	23
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ......	5	12
6	Total number of volunteers (estimate if necessary) .............	6	133
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) .........	5,166,046	4,545,963
9	Program service revenue (Part VIII, line 2g) .........		4,756
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,243,448	1,506,528
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	539	36,492
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	6,410,033	6,093,739
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,454,892	4,105,534
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)	763,054	650,611
16a	Professional fundraising fees (Part IX, column (A), line 11e).....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 247,156
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	771,681	826,180
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,989,627	5,582,325
19	Revenue less expenses. Subtract line 18 from line 12.......	2,420,406	511,414
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	63,957,237	69,750,445
21	Total liabilities (Part X, line 26).............	5,816,358	5,784,424
22	Net assets or fund balances. Subtract line 21 from line 20.....	58,140,879	63,966,021

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 Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ............YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2012)

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: TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC.

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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 2,614,957 including grants of $ 2,534,993 ) (Revenue $ 2,086,995 )
	NON-COMPETITIVE GRANTS ARE MADE THROUGH DESIGNATED FUNDS AND DONOR ADVISED FUNDS; COMPETITIVE GRANTS (INCLUDING CAPACITY BUILDING, COMMUNITY IMPACT, ARTS & ATTRACTIONS, AND GOOD SAMARITAN GRANTS) THROUGH FIELD OF INTEREST AND COMMUNITY UNRESTRICTED FUNDS SUPPORTING THE INTERESTS AND PHILANTHROPIC GOALS OF DONORS ESTABLISHING ENDOWMENT FUNDS. THE GRANTS ARE DISTRIBUTED TO NONPROFITS IN THE FOUNDATION'S FIVE COUNTY SERVICE AREA.

4b	(Code: ) (Expenses $ 400,021 including grants of $ 336,050 ) (Revenue $ 788,587 )
	SCHOLARSHIP GRANTS ARE MADE TO CONTINUE EDUCATION OR TRAINING OF YOUNG PEOPLE OR ADULTS THROUGH DISTRIBUTIONS FROM ENDOWED SCHOLARSHIP FUNDS DESIGNED TO MEET THE DONOR'S INTERESTS AND WISHES (E.G., ACADEMIC ACHIEVEMENT, LIVING IN A PARTICULAR GEOGRAPHIC REGION, STUDYING A SPECIFIC SUBJECT, ETC.).

4c	(Code: ) (Expenses $ 79,964 including grants of $ ) (Revenue $ 10,000 )
	COMMUNITY INITIATIVE / 3D PROJECT - THIS PROJECT WILL ESTABLISH A COLLABORATIVE NETWORK AND PLATFORM THAT WILL ALLOW OUR REGION TO CREATE EFFICIENCIES, SHARE RESOURCES, OPENLY COMMUNICATE AND MAKE INFORMED DECISIONS TO STRENGTHEN OUR NONPROFITS. IT WILL GIVE THE COMMUNITY THE MEANS TO IDENTIFY CHALLENGES AND OPPORTUNITIES AND, AS A COHESIVE UNIT, WORK TOGETHER TO MOBILIZE CITIZENS, NONPROFITS AND THE GOVERNMENT TO PROVIDE SOLUTIONS STRENGTHENING THE REGION. THE DATA SEGMENT OF THE PROJECT INCLUDES A NONPROFIT MAPPING AND ASSESSMENT PROCESS OF THE FIVE COUNTY AREA, AS WELL AS INFORMATIONAL SEMINARS, CAPACITY SURVEYS AND ROUND TABLE FOLLOW-UPS. DIALOGUE INCLUDES DEVELOPING A REGIONAL COLLABORATION, DETERMINING STRATEGIC PARTNERSHIPS AND HARNESSING REGIONAL RESOURCES. DECISION REPRESENTS THE TRANSFORMATIONAL AND RESULTS- BASED PHILANTHROPY, SUSTAINABLE AND INNOVATIVE INITIATIVES AND NEW STREAMS OF FUNDING THAT ARE EXPECTED TO BE DEVELOPED.

	(Code: ) (Expenses $ 1,543,177 including grants of $ 1,234,491 ) (Revenue $ 1,665,137 )
	OTHER PROGRAMS INCLUDE: (A) EDUCATIONAL PROGRAMS FOR NONPROFITS, DONORS AND PROFESSIONAL ADVISORS; (B) DEVELOPMENT OF A SCHOLARSHIP HUB FOR STUDENTS RESEARCHING SCHOLARSHIP OPPORTUNITIES; (C) COACHING AND TECHNICAL ASSISTANCE TO NONPROFITS; (D) COMMUNITY LEADERSHIP/CONVENER SERVICES; (E) ART EXHIBITION AND(F) COMMUNITY RECOGNITION EVENTS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,543,177 including grants of $ 1,234,491 ) (Revenue $ 1,665,137 )
4e	Total program service expenses4,638,119

Form 990 (2012)

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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for which 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

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

Yes

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V Click to see attachment

......

Yes

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, line 10?
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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........

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 United States? If “Yes,” complete Schedule F, Parts II and IV

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 United States? If “Yes,” complete Schedule F, Parts III and IV...

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 (see instructions)....

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

20a

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

20a

If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Form 990 (2012)

Page 4

Part IV

Checklist of Required Schedules (continued)

Did the organization report more than $5,000 of grants and other assistance to any government or organization 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

Yes

Did the organization answer “Yes” to Part VII, Section A, line 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....................... Click to see attachment

Yes

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 lines 24b through 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, highest 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 direct or indirect 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

Yes

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

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, Part II, III, or IV, and Part V, line 1........................ Click to see attachment

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, 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...

35b

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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2012)

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, securities account, or other financial 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 as charitable contributions?...

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. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the 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 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 (2012)

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

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

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? ...........................

Yes

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

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

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

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.......

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

Yes

10a

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

10a

If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete 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 this Form 990. .....

12a

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

12a

Yes

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

12b

Yes

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

12c

Yes

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

Yes

Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

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

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

RONALD E PENN8771 COLLEGE PARKWAY BLDG 2 201FORT MYERSFL33919 (239) 274-5900

Form 990 (2012)

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. 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 organization compensated any current officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(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) SARAH OWEN........................................................................ PRESIDENT /	50.00 .......................	X	X	150,000	0	5,304
(2) GARY AUBUCHON........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(3) JAY BRETT........................................................................ PAST CHAIR	1.00 .......................	X	X	0	0	0
(4) DAWN-MARIE DRISCOLL........................................................................ CHAIR	10.00 .......................	X	X	0	0	0
(5) JOSEPH MAZURKIEWICZ........................................................................ VICE CHAIR	3.00 .......................	X	X	0	0	0
(6) A SCOTT WHITE........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(7) KEVIN L ERWIN........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(8) HON ARCHIE B HAYWARD JR........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(9) MARIE M ACKORD........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(10) PATRICIA K DOBBINS........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(11) DR LARRY A HOBBS........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(12) ROBBIE B ROEPSTORFF........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(13) RUSTY WHITLEY........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(14) MYRA HALE WALTERS........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(15) GUY WHITESMAN........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(16) DEBORAH M BRAENDLE........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(17) DARREN ROBERTSHAW........................................................................ TRUSTEE	1.00 .......................	X		0	0	0

Form 990 (2012)

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 (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(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) CRAIG FOLK........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(19) CHARLES GREEN........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(20) JOHN GAMBA JR........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(21) HOWARD L LELAND........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(22) GAY THOMPSON........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(23) JACQUELINE M MCCURDY........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(24) SANDY ROBINSON........................................................................ SEC/TREAS	1.00 .......................	X	X	0	0	0
(25) RONALD E PENN........................................................................ CFO / COO	50.00 .......................		X	95,775	0	4,399

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	245,775	9,703

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of 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...........................

Yes

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. Report compensation for the calendar year ending with or within the organization’s tax year.

(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 of compensation from the organization

Form 990 (2012)

Page 9

Part VIII

Statement of Revenue

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

				(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

f	All other contributions, gifts, grants, and similar amounts not included above1f		4,545,963

g	Noncash contributions included in lines 1a-1f:$		207,850
h	Total. Add lines 1a-1f.......			4,545,963
			Business Code
2a	ART EXHIBITION INCOME			4,756	4,756
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			4,756
3	Investment income (including dividends, interest, and other similar amounts).......			1,158,482			1,158,482
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	1,165,253	251,063
b	Less: cost or other basis and sales expenses	1,067,047	1,223
c	Gain or (loss)	98,206	249,840
d	Net gain or (loss)..........			348,046	-1,223		349,269
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
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	SERVICE FEES			34,447	34,447
b	MISCELLANEOUS INCOME			2,045	2,045
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			36,492
12	Total revenue. See Instructions......			6,093,739	40,025		1,507,751

Form 990 (2012)

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

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 United States. See Part IV, line 21	3,841,584	3,841,584
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	263,950	263,950
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	247,500	102,737	97,070	47,693
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	302,055	125,383	118,466	58,206
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	15,353	6,373	6,021	2,959
9	Other employee benefits .......	41,937	9,279	28,351	4,307
10	Payroll taxes ...........	43,766	18,167	17,165	8,434
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	10,386		10,386
c	Accounting ...........	32,700	13,574	12,825	6,301
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	183,080	45,770	137,310
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	170,702	20,396	100,881	49,425
12	Advertising and promotion ....
13	Office expenses .......	57,596	23,909	22,589	11,098
14	Information technology ......	70,477	29,255	27,641	13,581
15	Royalties ..
16	Occupancy ...........	89,891	37,314	35,255	17,322
17	Travel ............	7,541	2,290	2,996	2,255
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	13,358	3,359	8,650	1,349
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	18,709	7,767	7,337	3,605
23	Insurance ..............	17,627	7,317	6,913	3,397
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	SPECIAL EVENTS	54,687	54,687
b	PRINTING AND PUBLICATION	30,941	84	21,453	9,404
c	DUES & SUBSCRIPTIONS	22,933	1,754	19,731	1,448
d	COMMUNITY INITIATIVE	18,887	18,887
e	All other expenses	26,665	4,283	16,010	6,372
25	Total functional expenses. Add lines 1 through 24e	5,582,325	4,638,119	697,050	247,156
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2012)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing .............				1
2	Savings and temporary cash investments .........			175,058	2	432,493
3	Pledges and grants receivable, net ...........			200	3
4	Accounts receivable, net .............				4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) 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 ..........			38,626	9	44,194
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	222,584
b	Less: accumulated depreciation .....	10b	71,849	84,179	10c	150,735
11	Investments—publicly traded securities ..........			47,763,906	11	51,817,452
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 ...........			15,895,268	15	17,305,571
16	Total assets. Add lines 1 through 15 (must equal line 34)......			63,957,237	16	69,750,445
17	Accounts payable and accrued expenses .........			58,554	17	31,958
18	Grants payable .................			454,930	18	474,279
19	Deferred revenue ................				19
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other 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 (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			5,302,874	25	5,278,187
26	Total liabilities. Add lines 17 through 25.........			5,816,358	26	5,784,424
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			45,441,676	27	48,663,190
28	Temporarily restricted net assets ...........			12,699,203	28	14,017,831
29	Permanently restricted net assets ...........				29	1,285,000
	Organizations that do not follow SFAS 117 (ASC 958), 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 ...........			58,140,879	33	63,966,021
34	Total liabilities and net assets/fund balances ........			63,957,237	34	69,750,445

Form 990 (2012)

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) ............

6,093,739

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

5,582,325

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

511,414

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

58,140,879

Net unrealized gains (losses) on investments ...............

4,221,994

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

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

1,091,734

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))

63,966,021

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?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

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

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If “Yes,” to line 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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

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 (2012)

Form 990, Special Condition Description:

Special Condition Description

Additional Data

Software ID:
Software Version:

- 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

2012

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 described in 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. See section 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 - Non-functionally integrated

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 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 monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2012

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	7,071,528	4,077,397	1,025,144	5,166,046	4,545,963	21,886,078
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	7,071,528	4,077,397	1,025,144	5,166,046	4,545,963	21,886,078
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)..						5,036,252
6	Public support. Subtract line 5 from line 4.						16,849,826

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(f) Total
7	Amounts from line 4..	7,071,528	4,077,397	1,025,144	5,166,046	4,545,963	21,886,078
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,092,485	955,337	937,278	1,030,064	1,158,482	5,173,646
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11	Total support (Add lines 7 through 10).						27,059,724

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

41,248

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 2012 (line 6, column (f) divided by line 11, column (f)) .........

62.270 %

Public support percentage for 2011 Schedule A, Part II, line 14 ...............

61.290 %

16a

33 1/3% support test—2012. 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—2011. If the organization did not check a 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—2012. 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—2011. 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) 2012

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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.)..

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 2012 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2011 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2011 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2012. 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—2011. 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) 2012

Page 4

Part IV

Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

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

2012

Name of the 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, total 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 total 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 on line H of its
Form 990-EZ or on Part I, 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 2

Name of organization SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total 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) Total 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) Total 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) Total 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) Total 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) Total 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 3

Name of organization SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 4

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
that total 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

$
Use duplicate copies of Part III if additional space is needed.

(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) (2012)

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2012

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	(b) Funds and other accounts
1	Total number at end of year .........	77	266
2	Aggregate contributions to (during year) ...	1,493,238	3,052,725
3	Aggregate grants from (during year) .....	1,083,803	3,021,731
4	Aggregate value at end of year ........	7,133,578	44,322,957

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 can 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 education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 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, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), 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

$ 4,100

(ii)

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

$ 8,150

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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2012

Page 2

Part III

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

Using the organization’s acquisition, 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 ARTIST RECOGNITION PROG.

Preservation for future generations

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

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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........

Part V

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

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	37,948,917	36,751,971	33,560,114	27,337,685	33,243,659
b	Contributions ........	2,813,247	3,526,875	1,053,660	4,636,034	5,117,533
c	Net investment earnings, gains, and losses	4,581,267	622,679	5,898,315	4,729,978	-6,213,634
d	Grants or scholarships .....	2,433,680	2,188,320	3,006,248	2,584,863	4,128,476
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....	832,410	764,288	753,870	558,720	681,397
g	End of year balance ......	42,077,341	37,948,917	36,751,971	33,560,114	27,337,685

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

96.950 %

Permanent endowment SchDMd Bullet

3.050 %

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

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 XIII the intended uses of the organization's endowment funds.

Part VI

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

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............	30,957	7,607	23,350
d	Equipment ................	183,477	64,242	119,235
e	Other .................	8,150		8,150
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				150,735

Schedule D (Form 990) 2012

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) must 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) must 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 - CRTS				13,098,768
(2) DEFERRED GIFTS REC - CGAS				2,073,742
(3) CONTRIBUTIONS RECEIVABLE				2,032,201
(4) LIFE INSURANCE - REMAINDER INTEREST				100,860





Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				17,305,571

Part X

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

1.(a) Description of liability		(b) Book value
Federal income taxes
FUNDS HELD AS AGENCY ACCOUNTS		3,856,948
ANNUITY OBLIGATIONS		1,421,239







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		5,278,187
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................

Schedule D (Form 990) 2012

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	11,030,363
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	4,221,994
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	713,407
e	Add lines 2a through 2d .....................			2e	4,935,401
3	Subtract line 2e from line 1.....................			3	6,094,962
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 XIII.) ...........	4b	-1,223
c	Add lines 4a and 4b.......................			4c	-1,223
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	6,093,739

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements ...........			1	5,205,221
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 XIII.) ............	2d
e	Add lines 2a through 2d......................			2e
3	Subtract line 2e from line 1.....................			3	5,205,221
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 XIII.) ............	4b	377,104
c	Add lines 4a and 4b.......................			4c	377,104
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,582,325

Part XIII

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
INTENDED USES FOR ENDOWMENT FUNDS	SCHEDULE D, PAGE 2, PART V, LINE 4	TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY.
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 THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE. THE FOUNDATION ADOPTED FINANCIAL 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 PAST THREE 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, 2013 AND 2012.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 2D	UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -447,015 AGENCY FUND CONTRIBUTIONS -2,150 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,162,572
REVENUE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 4B	REALIZED LOSS ON FIXED ASSET DISPOSITION -1,223
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 4B	INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,007 AGENCY FUND GRANTS 364,320 REALIZED LOSS ON FIXED ASSET DISPOSITION -1,223

Schedule D (Form 990) 2012

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

2012

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. Part II can be duplicated if additional space is needed.

(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) 4KIDS OF SOUTHWEST FLORIDA INC 827 S STATE RD FORT LAUDERDALE,FL33068	61-1416525	501(C)	12,531	GEN/OPER SUPPORT
(2) AGAPE HOME INC PO BOX 1253 MOORE HAVEN,FL33471	65-0721743	501(C)	25,000	GEN/OPER SUPPORT
(3) ANIMAL REFUGE CENTERINC P O BOX 6642 FORT MYERS,FL33902	65-0057419	501(C)	25,289	PROGRAM/OP SUPPORT
(4) ARTFEST FORT MYERS INC 2443 FIRST ST FORT MYERS,FL33901	65-1119729	501(C)	16,000	OP/ PROGRAM SUPPORT
(5) BAILEY-MATTHEWS SHELL MUSEUM P O BOX 1580 SANIBEL,FL33957	59-2775992	501(C)	9,073	PROGRAM SUPPORT
(6) BARRIER ISLAND PARKS SOCIETY INC PO BOX 637 BOCA GRANDE,FL33921	65-0327405	501(C)	9,000	OP/PROGRAM SUPPORT
(7) BEACON OF HOPE 5465 PINE ISLAND RD BOKEELIA,FL33922	03-0551791	501(C)	10,000	PROGRAM SUPPORT
(8) BIG BEAR CHRISTIAN CENTER PO BOX 1564 BIG BEAR CITY,CA92314	95-2399888	501(C)	5,936	GEN/OPER SUPPORT
(9) BIG BROTHERS BIG SISTERS OF THE SUN 101 W VENICE AVE SUITE 34 VENICE,FL34285	59-1361826	501(C)	11,393	PROGRAM SUPPORT
(10) BISHOP VEROT HIGH SCHOOL 5598 SUNRISE DR FORT MYERS,FL33919	59-0995499	501(C)	10,000	PROJECT SUPPORT
(11) BOBBY NICHOLS FIDDLESTICKS CHARITY 15391 CANONGATE DR FORT MYERS,FL33912	04-3649766	501(C)	6,600	GEN/OPER SUPPORT
(12) BONITA SPRINGS ASSISTANCE OFFICE IN PO BOX 16 BONITA SPRINGS,FL34133	59-2337909	501(C)	12,000	OP/PROGRAM SUPPORT
(13) BRIGHTEST HORIZONS CHILD DEVELOPMEN 10320 GLADIOLUS DR FORT MYERS,FL33908	23-7378076	501(C)	1,015,226	PROGRAM/OP SUPPORT
(14) CALOOSA HUMANE SOCIETY P O BOX 2337 LABELLE,FL33975	65-0759567	501(C)	32,639	PROGRAM/OP SUPPORT
(15) CALOOSA NATURE CENTER & PLANETARIUM 3450 ORTIZ AVE FORT MYERS,FL33905	23-7090889	501(C)	10,722	OP/PROGRAM SUPPORT
(16) CAPE CORAL COMMUNITY FOUNDATION 4729 VINCENNES BLVD CAPE CORAL,FL33904	23-7410312	501(C)	24,417	PROJECT SUPPORT
(17) CAPTIVA CHAPEL BY THE SEA PO BOX 162 CAPTIVA,FL33924	59-6143042	501(C)	10,781	OP/PROGRAM SUPPORT
(18) CENTER FOR THE ARTS 26100 OLD 41 ROAD BONITA SPRINGS,FL34135	65-0295085	501(C)	13,500	OP/PROGRAM SUPPORT
(19) CHARITABLE FOUNDATION OF THE ISLAND 2460 PALM RIDGE RD FORT MYERS,FL33916	27-4027791	501(C)	193,728	PROGRAM SUPPORT
(20) CHARLOTTE HARBOR ENVIRONMENTAL CNTR 10941 BURNT STORE ROAD PUNTA GORDA,FL33955	59-2853001	501(C)	29,073	PROJECT SUPPORT
(21) CHARLOTTE LOCAL EDUCATION FD INC 18150 MURDOCK CIR BLDG C RM 116 PORT CHARLOTTE,FL33948	59-2592844	501(C)	11,479	OP/PROGRAM SUPPORT
(22) CHILD CARE OF SOUTHWEST FLORIDA IN 6831 PALISADES PARK COURT SUITE 6 FORT MYERS,FL33912	59-6198583	501(C)	12,500	PROGRAM SUPPORT
(23) CHILDREN'S ADVOCACY CENTER OF SWFL 3830 EVANS AVE FORT MYERS,FL33901	65-0007620	501(C)	7,000	OPERATING SUPPORT
(24) CHILDREN'S HOME SOCIETY OF FL 1940 MARAVILLE AVE FORT MYERS,FL33901	59-0192430	501(C)	25,000	PROJECT SUPPORT
(25) CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN,WI53081		501(C)	6,000	OPERATING SUPPORT
(26) CLEWISTON CHRISTIAN SCHOOL INC PO BOX 129 CLEWISTON,FL33440	20-3638157	501(C)	20,000
(27) CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL,FL33957	23-7271040	501(C)	15,088	PORGRAM SUPPORT
(28) COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD,FL33021	65-1242772	501(C)	9,135	OP/PROGRAM SUPPORT
(29) COMMUNITY COOPERATIVE MINISTRIES I P O BOX 2143 FORT MYERS,FL33902	59-2602772	501(C)	11,714	PROGRAM SUPPORT
(30) CONSERVANCY OF SW FL 1450 MERRIHUE DR NAPLES,FL34102	59-1157084	501(C)	10,000	EXPANSION
(31) CONVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS,FL33901	59-1150677	501(C)	6,911	OPERATING SUPPORT
(32) DING DARLING WILDLIFE SOCIETY INC 1 WILDLIFE DR SANIBEL,FL33957	59-2240895	501(C)	20,000	PROGRAM SUPPORT
(33) DIOCESE OF VENICE CATHOLIC FAITH AP P O BOX 60759 FORT MYERS,FL33906		501(C)	10,000	PROGRAM SUPPORT
(34) DISABLED VETERANS INSURANCE CAREERS 1275 KASAMADA DR FORT MYERS,FL33919	27-4645661	501(C)	15,000	PROGRAM SUPPORT
(35) DR PIPER CENTER FOR SOCIAL SVCS 2607 DR ELLA PIPER WAY FORT MYERS,FL33916	65-0788551	501(C)	16,521	PROGRAM SUPPORT
(36) DRESS FOR SUCESS SW FLORIDA 12995 SOUTH CLEVELAND AVE STE153 FORT MYERS,FL33907	27-2177347	501(C)	10,000	PROGRAM SUPPORT
(37) EARTH SHINE INSTITUTE INC 5249 SUMMERLINE COMMONS BLVD FORT MYERS,FL33907	32-0042299	501(C)	5,822	PROGRAM SUPPORT
(38) EASTER SEALS FLORIDA INC 1650 MEDICAL LANE SUITE 1 FORT MYERS,FL33907	59-0637848	501(C)	15,300	PROGRAM SUPPORT
(39) ECHO INC 17391 DURRANCE ROAD NORTH FORT MYERS,FL33917	23-7275283	501(C)	15,000	PROGRAM SUPPORT
(40) EDUCATION FOUNDATION OF COLLIER CTY 3606 ENTERPRISE AVE STE 150 NAPLES,FL34104	65-0230582	501(C)	11,250	PROGRAM SUPPORT
(41) FISH OF SANIBEL 1630 PERIWINKLE WAY SUITE B SANIBEL,FL33957	20-8892375	501(C)	32,000	PROGRAM SUPPORT
(42) FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DR NAPLES,FL34109	44-0610626	501(C)	15,443	OPERATING SUPPORT
(43) FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS,FL33965	65-0403969	501(C)	22,300	SCHOLARSHIPS
(44) FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS,FL33965	65-0403969	501(C)	11,573	PROGRAM SUPPORT
(45) FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH,FL32114	23-7377066	501(C)	5,345	PROGRAM/OP SUPPORT
(46) FLORIDA REPERTORY THEATRE P O BOX 2483 FORT MYERS,FL33902	65-0827621	501(C)	18,000	PROGRAM SUPPORT
(47) FOOTSTEPS TO THE FUTURE 16956 MCGREGOR BLVD FORT MYERS,FL33908	20-8860826	501(C)	25,000	PROGRAM SUPPORT
(48) FORT MYERS COMMUNITY CONCERT ASSOC PO BOX 606 FORT MYERS,FL33902	59-1739068	501(C)	11,294	PROGRAM/OP SUPPORT
(49) FRIENDS OF LAKE PARK REG LIBRARY 15290 BASS RD FORT MYERS,FL33919	65-0145488	501(C)	7,500	PROGRAM SUPPORT
(50) GOODWILL INDUSTRIES OF SOUTHWEST FL 4940 BAYLINE DR NORTH FORT MYERS,FL33917	59-6196141	501(C)	40,098	PROGRAM/OP SUPPORT
(51) GUADALUPE CENTER INC 505 HOPE CIRCLE IMMOKALEE,FL34142	59-2617151	501(C)	10,758	PROGRAM/OP SUPPORT
(52) GUIDE DOGS FOR THE BLIND 32901 SE KELSO RD BORING,OR97009	94-1196195	501(C)	5,937	GEN/OP SUPPORT
(53) GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS,FL33916	59-0806978	501(C)	25,539	PROGRAM/OP SUPPORT
(54) GULF COAST SYMPHONY P O BOX 60878 FORT MYERS,FL33906	65-0666748	501(C)	25,600	OP SUPPORT/MARKETING
(55) HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS,FL33903	59-2236174	501(C)	80,600	PROGRAM/OP SUPPORT
(56) HARLEM HEIGHTS IMPROVEMENT ASSOC 15581 HAGIE DR FORT MYERS,FL33908	65-0323306	501(C)	15,000	PROGRAM SUPPORT
(57) HARRY CHAPIN FOOD BANK OF SW FLORID 3760 FOWLER ST FORT MYERS,FL33901	59-2332120	501(C)	22,100	OPERATING SUPPORT
(58) HIGHLANDS CASHIERS HOSPITAL FOUNDAT P O BOX 190 HIGHLANDS,NC28741	56-1165833	501(C)	10,000	PROGRAM SUPPORT
(59) HIS CARING PLACE 827 S STATE RD 77 POMPANO BEACH,FL33068	61-1416525	501(C)	12,531	GEN/OP SUPPORT
(60) HOLY TRINITY HIGH SCHOOL 1443 WEST DIVISION ST CHICAGO,IL60642	36-2431052	501(C)	10,000	GEN/OP SUPPORT
(61) HOPE HEATHCARE SERVICES 9470 HEALTH PARK CIRCLE FORT MYERS,FL33908	59-2128697	501(C)	25,946	PROGRAM SUPPORT
(62) HUMAN TRAFFICKING AWARENESS PTNSHP PO BOX 1113 SANIBEL,FL33957	30-0370679	501(C)	15,000	PROGRAM SUPPORT
(63) JEWISH FEDERATION OF LEE & CHAR CTY 9701 COMMERCE CENTER COURT FORT MYERS,FL33908	59-2668992	501(C)	5,503	GEN/OP SUPPORT
(64) JUNIOR ACHIEVEMENT OF SWFL 9530 MARKETPLACE PD FORT MYERS,FL33912	65-0503084	501(C)	11,000	PROGRAM SUPPORT
(65) LAKES PARK ENRICHMENT FOUNDATION PO BOX 61076 FORT MYERS,FL33906	20-0671031	501(C)	12,500	PROGRAM SUPPORT
(66) LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS,FL33919	51-0182649	501(C)	32,690	PROGRAM SUPPORT
(67) LEE MEMORIAL HEALTH SYSTEM FOUNDATI PO BOX 2218 FORT MYERS,FL33902	65-0645343	501(C)	181,395	PROGRAM/OP SUPPORT
(68) LEE MENTAL HEALTH 2789 ORTIZ AVE FORT MYERS,FL33905	59-1287693	501(C)	25,000	OP/PROGRAM SUPPORT
(69) LIBERTY YOUTH RANCH PO BOX 110718 NAPLES,FL34108	38-3674666	501(C)	24,381	OPERATING SUPPORT
(70) LIFELINE FAMILY CENTER INC 907 SE 5TH AVE CAPE CORAL,FL33990	65-0529641	501(C)	7,989	OP/CAPITAL SUPPORT
(71) LIGHTHOUSE OF SWFL INC 35 W MARIANA AVE NORT FORT MYERS,FL33903	59-1665257	501(C)	27,994	PROGRAM SUPPORT
(72) LITERACY COUNCIL GULF COAST INC PO BOX 2703 BONITA SPRINGS,FL34133	65-0153890	501(C)	18,021	PROGRAM SUPPORT
(73) MAKE A WISH FOUNDATION OF S FL INC 3635 BONITA BEACH ROAD STE 4 BONITA SPRINGS,FL34134	59-2620322	501(C)	19,922
(74) MALDEN CATHOLIC HIGH SCHOOL 99 CRYSTAL ST MALDEN,MA02148		501(C)	10,000	OPERATING SUPPORT
(75) MARION-POLK GLEANERS INC PO BOX 317 DALLAS,OR97338	93-0805665	501(C)	5,936	PROGRAM SUPPORT
(76) MUSIC FOUNDATION OF SOUTHWEST FLORI 13300-56 S CLEVELAND AVE PMB 214 FORT MYERS,FL33907	65-0264107	501(C)	10,500	PROGRAM SUPPORT
(77) NATIONAL ASSOCIATION CHARITIES INC PO BOX 1060 FORT MYERS,FL33902	59-1840066	501(C)	10,000	PROGRAM SUPPORT
(78) NATIONAL PARKINSON FOUNDATION 1501 NORTHWEST NINTH AVE MIAMI,FL33136	59-0968031	501(C)	29,652	RESEARCH
(79) NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 150 JENKINTOWN,PA19046	23-7825575	501(C)	35,174	GEN/OP SUPPORT
(80) NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES,FL34108	11-3678086	501(C)	40,531	PROGRAM/OP SUPPORT
(81) OCTAGON SEQUENCE OF EIGHT INC 41660 HORSESHOE ROAD PUNTA GORDA,FL33982	59-2298305	501(C)	8,893	PROGRAM/OP SUPPORT
(82) OUR MOTHER'S HOME OF SOUTHWEST FL 18011 S TAMIAMI TRAIL 16-106 FORT MYERS,FL33908	65-0510103	501(C)	6,000
(83) RANDELL RESEARCH CTR UNIV OF FL PO BOX 115500 GAINESVILLE,FL32611		501(C)	14,520	PORGRAM SUPPORT
(84) RIVERDALE HIGH SCHOOL 2600 BUCKINGHAM RD FORT MYERS,FL33905		501(C)	10,000	CAPITAL CAMPAIGN
(85) RONALD MCDONALD HOUSE OF SWFL 16100 ROSERUSH COURT FORT MYERS,FL33908	11-3704163	501(C)	10,200	GEN/OP SUPPORT
(86) SACRED HEART PARISH 62 SCHOOL ST MANCHESTER,MA01944	04-2106223	501(C)	30,000	CAPITAL CAMPAIGN
(87) ST MICHAEL & ALL ANGELS EPISCOPAL 2304 PERIWINKLE WAY SANIBEL,FL33957	59-2345300	501(C)	12,000	GEN/OP SUPPORT
(88) SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA,FL33612	04-2121377	501(C)	5,543	PROGRAM/OP SUPPORT
(89) SIDNEY AND BERNE DAVIS ART CENTER 2301 FIRST STREET FORT MYERS,FL33901	31-1536036	501(C)	18,000	PROGRAM SUPPORT
(90) SAMARITAN'S PURSE PO BOX 3000 BOONE,NC28607	58-1437002	501(C)	12,531	OPERATING SUPPORT
(91) SANIBEL SCHOOL 3840 SANIBEL CAPTIVA RD SANIBEL,FL33957		501(C)	57,005
(92) SOUTHWEST FLORIDA ATTRACTIONS ASSOC PO BOX 60702 FORT MYERS,FL33906	65-0618123	501(C)	15,000	PROGRAM SUPPORT
(93) SOUTHWEST FLORIDA SYMPHONY 12651 MCGREGOR BLVD UNIT 4-403 FORT MYERS,FL33919	59-1350404	501(C)	199,402	PROGRAM/OP SUPPORT
(94) SOUTHWEST WORKFORCE DEV BOARD 9530 MARKETPLACE RD 104 FORT MYERS,FL33912		501(C)	8,500	PROGRAM SUPPORT
(95) ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS,FL33901		501(C)	9,073	PROGRAM/OP SUPPORT
(96) STORE TO DOOR OF OREGON PO BOX 4665 PORTLAND,OR97208	94-3105555	501(C)	5,936	GEN/OP SUPPORT
(97) SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS,FL33907	59-1150488	501(C)	31,808	PROGRAM/OP SUPPORT
(98) THE COMMUNITY FOUNDATION OF WESTERN P O BOX 1888 ASHEVILLE,NC28802	56-1223384	501(C)	10,000	CULLASAJA OUTREACH
(99) THE FOUNDATION FOR LEE COUNTY PUBLI P O BOX 1608 FORT MYERS,FL33902	59-2637849	501(C)	165,365	PROGRAM/OP SUPPORT
(100) THE HAVEN DROP-IN CENTER 630 A WOODBURY DR PORT CHARLOTTE,FL33954	65-1289084	501(C)	20,000	PROGRAM SUPPORT
(101) THE HEIGHTS FOUNDATION INC 15775 PINE RIDGE ROAD FORT MYERS,FL33908	65-1003872	501(C)	6,000	OPERATING SUPPORT
(102) THE IMAGINARIUM GROUP INC 2000 CRANFORD AVE FORT MYERS,FL33916	65-0226984	501(C)	24,137	PROGRAM SUPPORT
(103) THE LEGACY FOUNDATION SHELL POINT 15010 SHELL POINT BLVD FORT MYERS,FL33908	80-0002415	501(C)	47,815	PROGRAM SUPPORT
(104) THE SALVATION ARMY OF LEE HENDRY 10291 MCGREGOR BLVD FORT MYERS,FL33919	58-0660607	501(C)	46,782	PROGRAM/OP SUPPORT
(105) THE SWFL MUSEUM OF HISTORY FOUNDATI 2031 JACKSON ST FORT MYERS,FL33901	65-1026058	501(C)	10,683	MISSION MARKETING
(106) THE STEVE RUMMLER MEMORIAL FD 5025 PARK TERRACE EDINA,MN55436	45-2903444	501(C)	32,500	PROGRAM SUPPORT
(107) THE UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS,FL33908	59-1005169	501(C)	120,707	PROGRAM/OP SUPPORT
(108) THEATRE CONSPIRACY 10091 MCGREGOR BLVD FORT MYERS,FL33901	65-0569413	501(C)	10,000	PROGRAM SUPPORT
(109) UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS,FL33902	65-0490124	501(C)	15,697	PROGRAM/OP SUPPORT
(110) WAKE UP AMERICA OF SWFL INC PO BOX 1654 FORT MYERS,FL33902	65-0997803	501(C)	5,343	PORGRAM SUPPORT
(111) YOUNG ARTISTS AWARD INC PO BOX 152149 CAPE CORAL,FL33915	57-1231237	501(C)	12,500	YOUNG ARTIST AWARDS
(112) ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS,FL33919		501(C)	10,000	OPERATING SUPPORT
(113) MISC GRANTS 5000 & UNDER 8771 COLLEGE PARKWAY BLDG 2 201 FORT MYERS,FL33919		501(C)	137,264	OP/PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

140

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) 2012

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.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant
(1) ACADEMIC SCHOLARSHIPS	68	263,950

Part IV

Supplemental Information.

Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Identifier	Return Reference	Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	SCHEDULE I, PAGE 1, PART I, LINE 2	EACH NONPROFIT AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT A FINAL GRANT EVALUATION REPORT FORM THAT OUTLINES WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDES A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORT IS INCLUDED IN THE GRANT AWARD LETTER AND IS USUALLY 13 MONTHS AFTER THE GRANT IS AWARDED, AS GRANTS ARE AWARDED FOR ONE YEAR. WE ALSO MONITOR ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. WHEN A GRANT IS AWARDED A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE OR PURPOSES DESCRIBED IN THE PROPOSAL THE GRANTEE ORGANIZATION SUBMITTED TO THE COMMUNITY FOUNDATION.

Schedule I (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

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

Cat. No. 50053T

Schedule J (Form 990) 2012

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(1)SARAH OWENPRESIDENT CEO	(i) (ii)	150,000			5,304		155,304

Schedule J (Form 990) 2012

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Identifier	Return Reference	Explanation

Schedule J (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

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

Attach to Form 990.

OMB No. 1545-0047

2012

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) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....	X	1	4,100	COMPARABLE SALES
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	7	203,750	FMV ON DATE OF TRANSFER
10 Securities—Closely held stock .	X	10,000		UNDETERMINABLE
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 ( )
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 noncash

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

32a

Yes

If "Yes," describe in Part II.

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

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2012)

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. 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) (2012)

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

2012

Open to Public
Inspection

Name of the organization

SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC

Employer identification number

59-6580974

Identifier	Return Reference	Explanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	TO CONNECT DONORS AND THEIR PHILANTHROPIC ASPIRATIONS WITH EVOLVING COMMUNITY NEEDS. SUPPORTING COMMUNITIES THROUGH ENDOWED FUNDS AND COMMUNITY LEADERSHIP BY HELPING TO IDENTIFY COMMUNITY NEEDS, FACILITATING PARTNERSHIPS AND COLLABORATION, AND PROVIDING INFORMATION AND TOOLS FOR DONORS, NONPROFITS, PROFESSIONALS AND THE PUBLIC.
THIRD ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4C	DECISION REPRESENTS THE TRANSFORMATIONAL AND RESULTS- BASED PHILANTHROPY, SUSTAINABLE AND INNOVATIVE INITIATIVES AND NEW STREAMS OF FUNDING THAT ARE EXPECTED TO BE DEVELOPED.
ALL OTHER ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	OTHER PROGRAMS INCLUDE: (A) EDUCATIONAL PROGRAMS FOR NONPROFITS, DONORS AND PROFESSIONAL ADVISORS; (B) DEVELOPMENT OF A SCHOLARSHIP HUB FOR STUDENTS RESEARCHING SCHOLARSHIP OPPORTUNITIES; (C) COACHING AND TECHNICAL ASSISTANCE TO NONPROFITS; (D) COMMUNITY LEADERSHIP/CONVENER SERVICES; (E) ART EXHIBITION AND(F) COMMUNITY RECOGNITION EVENTS.
SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS	FORM 990, PAGE 6, PART VI, LINE 4	THE ORGANIZATION'S BYLAWS WERE AMENDED AND RESTATED WITH AN EFFECTIVE DATE OF DECEMBER 11, 2012. ANY SIGNIFICANT CHANGES MADE TO THIS GOVERNING INSTRUMENT RELATED ONLY TO THE FORMATION, MANAGEMENT, AND DUTIES OF THE VARIOUS COMMITTEES AS SET FORTH UNDER ARTICLE V. REVISIONS TO ARTICLE V OF SAID BYLAWS INCLUDED THE ELIMINATION OF AN INACTIVE STANDING COMMITTEE AND MODIFICATION OF LANGUAGE TO DEFINE, REDEFINE, AND/OR CLARIFY THE RESPONSIBILITIES OF THE VARIOUS COMMITTEES PROVIDED FOR UNDER SAID ARTICLE.
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.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	UNREALIZED GAIN ALLOCATED TO AGENCY FUNDS -447,015 AGENCY FUND CONTRIBUTIONS -2,150 PYMT/CHG IN SPLIT INTEREST AGMT & REMAINDER INT VALUES 1,162,572 REALIZED LOSS ON FIXED ASSET DISPOSITION 1,223 INVESTMENT FEES ALLOCATED TO AGENCY FUNDS 14,007 AGENCY FUND GRANTS 364,320 REALIZED LOSS ON FIXED ASSET DISPOSITION -1,223

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2012

Additional Data

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- 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

2012

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" to Form 990, Part IV, line 33.)

(a) Name, address, and EIN (if applicable) 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" to 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 entity?
(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 Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2012

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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" to 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	(i) Section 512(b)(13) controlled entity?
(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	Yes	No

Schedule R (Form 990) 2012

Page 3

Part V

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

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

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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

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

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

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

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

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

s Other transfer of cash or property from related 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-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2012

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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)	(e) Are all partners section 501(c)(3) organizations?		(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 entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(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

Schedule R (Form 990) 2012

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: