Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
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)
2031 JACKSON STREET SUITE 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT MYERS, FL33901
D Employer identification number

59-6580974
E Telephone number

G Gross receipts $ 55,797,528
F Name and address of principal officer:
SARAH OWEN
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.FLORIDACOMMUNITY.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1976
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 18
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 18
6 Total number of volunteers (estimate if necessary) ............. 6 276
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -88,365
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 14,209,172 13,041,091
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,185,114 8,100,134
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,662,081 362,695
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 23,056,367 21,503,920
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,422,577 5,891,202
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) 1,203,052 1,654,139
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet378,918    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,300,331 2,164,866
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,925,960 9,710,207
19 Revenue less expenses. Subtract line 18 from line 12....... 13,130,407 11,793,713
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 126,767,839 134,951,570
21 Total liabilities (Part X, line 26)............. 14,993,624 14,675,701
22 Net assets or fund balances. Subtract line 21 from line 20..... 111,774,215 120,275,869
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
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
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) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
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 $ 4,116,238 including grants of $ 3,005,815 ) (Revenue $ 7,586,624 )
NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS. THE FOUNDATION ESTABLISHED ITS FIRST DESIGNATED ENDOWMENT FUND FOR THE PHILANTHROPIC AND PROGRAMMATIC WORK OF THE COLLABORATORY THROUGH THE GENEROSITY OF INSPIRED PHILANTHROPISTS. THE COLLABORATORY IS AN IMPACT INVESTING INITIATIVE DESIGNED TO SUPPORT THE VITAL WORK OF THE REGION'S NONPROFIT ORGANIZATION AND COMMUNITY MEMBERS.
4b (Code:   ) (Expenses $ 1,054,843 including grants of $ 770,282 ) (Revenue $ 681,518 )
SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S SCHOLARSHIP PROGRAM FOLLOW GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION DISTRIBUTES SCHOLARSHIP AWARDS DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE AWARDED STUDENT. THE SCHOLARSHIP PROCESS HAS BEEN REFINED TO INCREASE MULTI-YEAR SCHOLARSHIPS, TO ASSIST ALL STUDENT APPLICANTS (REGARDLESS OF RACE, ETHNICITY, GENDER, ETC.) BY OPENING MORE SCHOLARSHIP FUNDING OPPORTUNITIES BASED ON THE STUDENT APPLICANT'S ELIGIBILITY, AND TO ASSIST STUDENTS SEEKING CERTIFICATIONS FROM TECHNICAL SCHOOLS.
4c (Code:   ) (Expenses $ 1,206,700 including grants of $ 881,173 ) (Revenue $ 2,960,559 )
COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. THE COMPETITIVE GRANT APPLICATION AND MONITORING PROCESS FOR PROGRAMS SUCH AS COMMUNITY IMPACT GRANTS, ARTS AND ATTRACTION, AND WOMEN'S LEGACY FUND HAVE BEEN SIMPLIFIED TO HELP THE NONPROFITS SEEK FUNDING BY SUBMITTING THEIR BEST IDEAS TO SOLVE ISSUES AFFECTING OUR REGION. THEY ARE INVITED INTO THE FOUNDATION'S COMPASSIONATE SHARK TANK TO PITCH THEIR IDEA TO A PANEL OF COMMUNITY EXPERTS AS WELL AS A GROUP OF PHILANTHROPISTS WHO COME TO LEARN ABOUT COMMUNITY NEEDS AND SUPPORT SOLUTIONS. IN ADDITION, THE FOUNDATION HAS BEGUN OFFERING MULTI-YEAR RENEWABLE GRANTS WITH THE INTENT OF SOLVING A SPECIFIC IDENTIFIED NEED.
(Code:   ) (Expenses $ 1,689,775 including grants of $ 1,233,931 ) (Revenue $ 1,812,390 )
OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,689,775 including grants of $ 1,233,931 ) (Revenue $ 1,812,390 )
4e Total program service expensesMediumBullet8,067,556
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
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.............
3
 
No
4
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..............
4
 
No
5
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.................
5
 
No
6
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 IClick to see attachment..................
6
Yes
 
7
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 IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
Yes
 
9
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 IVClick to see attachment..............
9
 
No
10
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 VClick to see attachment......
10
Yes
 
11
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.
a
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
 
b
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 VIIClick to see attachment.......
11b
 
No
c
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 VIIIClick to see attachment.......
11c
 
No
d
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 IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
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 XClick 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
 
No
b
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
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
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
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
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) ....
17
 
No
18
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............
18
 
No
19
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
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
23
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 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
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
 
 
d
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), 501(c)(4), and 501(c)(29) 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
 
No
b
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
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
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.........
27
 
No
28
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
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
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
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
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
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
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
33
Yes
 
34
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
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
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
 
 
36
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
36
 
No
37
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 VIClick to see attachment
37
 
No
38
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. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
68
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
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 ..................
2a
18
b
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)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
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)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
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? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
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? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
1
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
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
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
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
 
 
b
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
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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 or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
18
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.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
18
2
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? .................
2
 
No
3
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? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
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? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
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.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
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
 
b
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
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
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
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
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?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
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
 
No
b
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
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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.
19
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.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSARAH OWEN2031 JACKSON STREET SUITE 100   FORT MYERS,FL33901 (239) 274-5900
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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.

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

RoundBullet 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.

RoundBullet 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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DR LARRY A HOBBS......................................................................
CHAIR
 3.00
.................
  		X   X       0 0 0
(2) CRAIG FOLK......................................................................
VICE CHAIR
 3.00
.................
  		X   X       0 0 0
(3) HOWARD L LELAND......................................................................
SEC / TREAS
 3.00
.................
  		X   X       0 0 0
(4) GUY WHITESMAN......................................................................
IMMEDIATE PA
 3.00
.................
  		X   X       0 0 0
(5) JUAN BENDECK......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(6) CAROLYN CONANT......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(7) MARY BETH CRAWFORD......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(8) CHAUNCEY GOSS......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(9) DENNIE HAMILTON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(10) HUGH KINSEY JR......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(11) ALAN MANDEL......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(12) GAIL MARKHAM......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(13) FRED MOON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(14) DALE REISS......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(15) SANDY ROBINSON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(16) ROBBIE B ROEPSTORFF......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(17) GAY THOMPSON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MYRA HALE WALTERS........................................................................
TRUSTEE
 3.00
.......................   		X           0 0 0
(19) SARAH OWEN........................................................................
PRESIDENT /
 50.00
.......................5.00 		X   X       317,615 0 31,155
(20) LUIS A LEON........................................................................
CFO
 50.00
.......................   		    X       95,748 0 0
(21) PETER OCSODY........................................................................
CHIEF STRATE
 40.00
.......................   		    X       0 0 0


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 413,363   31,155
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
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 ..............
3
 
No
4
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...........................
4
Yes
 
5
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 ........
5
 
No
Section B. Independent Contractors
1
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
MARKHAM NORTON MOSTELLER WRIGHT & CO
PA
8961 CONFERENCE DRIVE SUITE 1
FORT MYERS,FL33919 		PROF SERVICES 405,000
COUHIG PARTNERS LLC

1100 POYDRAS STREET 3250
NEW ORLEANS,LA70163 		LEGAL SERVICES 144,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 600,000
f All other contributions, gifts, grants, and similar amounts not included above1f 12,441,091
g Noncash contributions included in lines 1a - 1f:$ 2,911,689
h Total. Add lines 1a-1f.......MediumBullet 13,041,091
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,803,581     1,803,581
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   16,782
b Less: rental expenses   144,048
c Rental income or (loss)   -127,266
d Net rental income or (loss)......MediumBullet -127,266   -88,365 -38,901
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 6,418,205 34,027,908
b Less: cost or other basis and sales expenses   34,149,560
c Gain or (loss) 6,418,205 -121,652
d Net gain or (loss).....MediumBullet 6,296,553     6,296,553
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..MediumBullet      
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..MediumBullet        
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..MediumBullet        
Business Code Miscellaneous Revenue
11a BEQUEST FEES   388,171 388,171    
b MISCELLANEOUS INCOME   101,790 101,790    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 489,961
12 Total revenue. See Instructions......MediumBullet 21,503,920 489,961 -88,365 8,061,233
Form 990 (2018)
Form 990 (2018)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 5,120,920 5,120,920
2 Grants and other assistance to domestic individuals. See Part IV, line 22 770,282 770,282
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 586,195 205,168 281,373 99,654
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 824,946 437,221 247,484 140,241
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 18,242 9,668 5,473 3,101
9 Other employee benefits ....... 138,676 73,583 41,518 23,575
10 Payroll taxes ........... 86,080 45,623 25,824 14,633
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,114 740 1,015 359
c Accounting ........... 39,900 31,562 8,210 128
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 211,581 167,364 43,538 679
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 752,896 594,787 158,109  
12 Advertising and promotion ....        
13 Office expenses ....... 86,078 30,128 41,316 14,634
14 Information technology ...... 177,193 62,018 85,052 30,123
15 Royalties ..        
16 Occupancy ........... 276,474 157,591 110,589 8,294
17 Travel ............ 24,580 8,603 11,798 4,179
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 44,016 15,406 21,127 7,483
20 Interest ........... 212,597 121,180 91,417  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 12,202 4,271 5,857 2,074
23 Insurance ... 50,324 17,614 24,155 8,555
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 PROJECTS 150,169 150,169    
b RELATIONSHIPS 46,004 16,101 22,082 7,821
c DUES & SUBSCRIPTIONS 36,327 12,714 17,437 6,176
d PRINTING AND PUBLICATION 23,475 8,216 11,268 3,991
e All other expenses 18,936 6,627 9,091 3,218
25 Total functional expenses. Add lines 1 through 24e 9,710,207 8,067,556 1,263,733 378,918
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 7,125,343 2 1,517,631
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 2,915,591 4 695,333
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 ...... 7,590 9 44,701
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 10,494,177
b Less: accumulated depreciation 10b 194,995 4,892,605 10c 10,299,182
11 Investments—publicly traded securities . 86,643,249 11 97,212,337
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 ........... 25,183,461 15 25,182,386
16 Total assets. Add lines 1 through 15 (must equal line 34)... 126,767,839 16 134,951,570
Liabilities 17 Accounts payable and accrued expenses ..... 93,106 17 255,621
18 Grants payable ... 1,236,950 18 1,283,377
19 Deferred revenue ......... 17,672 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 .. 10,149,000 23 10,149,000
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 3,496,896 25 2,987,703
26 Total liabilities. Add lines 17 through 25.. 14,993,624 26 14,675,701
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 86,520,742 27 94,323,149
28 Temporarily restricted net assets ........... 23,837,802 28 24,574,031
29 Permanently restricted net assets 1,415,671 29 1,378,689
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet 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 ........... 111,774,215 33 120,275,869
34 Total liabilities and net assets/fund balances ........ 126,767,839 34 134,951,570
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
21,503,920
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,710,207
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
11,793,713
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
111,774,215
5
Net unrealized gains (losses) on investments ...............
5
-4,338,792
6
Donated services and use of facilities .................
6
13,188
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,033,545
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
120,275,869
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
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:
b
Were the organization’s financial statements audited by an independent accountant?
2b
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:
c
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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
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?
3a
 
No
b
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.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 6,702,288 3,930,741 5,973,380 8,960,544 5,450,502 31,017,455
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 6,702,288 3,930,741 5,973,380 8,960,544 5,450,502 31,017,455
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 6,120,158
6 Public support. Subtract line 5 from line 4. 24,897,297
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 6,702,288 3,930,741 5,973,380 8,960,544 5,450,502 31,017,455
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,140,339 822,960 1,404,640 1,854,332 1,808,711 7,030,982
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 VI.)..            
11 Total support. Add lines 7 through 10 38,048,437
12
12
4,152,042
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
65.440 %
15
15
56.570 %
16a
b
17a
b
18
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC 		Employer identification number
59-6580974
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


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC 		Employer identification number

59-6580974
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC 		Employer identification number

59-6580974
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2018)

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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 148 2
2 Aggregate value of contributions to (during year) 6,572,821 15,000
3 Aggregate value of grants from (during year) 1,822,834 17,113
4 Aggregate value at end of year ........ 24,877,847 77,936
5
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? ............
6
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? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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" on Form 990, Part IV, line 8.
1a
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.
b
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)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $ 139,237
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 164,525
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
ARTIST RECOGNITION PROG
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 74,684,227 68,804,966 58,351,450 59,613,288 51,133,580
b Contributions ... 13,434,585 7,039,696 7,981,840 4,186,373 11,215,653
c Net investment earnings, gains, and losses 2,934,966 4,478,462 7,171,922 -218,618 1,207,554
d Grants or scholarships ... 4,461,907 4,443,436 3,548,078 3,972,655 2,911,505
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 1,154,737 1,195,461 1,152,168 1,256,938 1,031,995
g End of year balance ...... 85,437,134 74,684,227 68,804,966 58,351,450 59,613,288
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet98.390 %
b
Permanent endowment SchDMd Bullet1.610 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   9,639,154 126,831 9,512,323
d Equipment ....   681,642 68,164 613,478
e Other .....   173,381   173,381
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 10,299,182
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEFERRED GIFTS REC - CRTS / CLTS 23,541,626
(2) DEFERRED GIFTS REC - CGAS 733,849
(3) CONTRIBUTIONS RECEIVABLE 562,106
(4) LIFE INSURANCE - REMAINDER INTEREST 248,481
(5) OTHER ASSETS 96,324
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 25,182,386
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
FUNDS HELD AS AGENCY ACCOUNTS 2,614,455
ANNUITY OBLIGATIONS 373,248
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,987,703
2. Liability for uncertain tax positions. 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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 16,854,798
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -4,338,792
b Donated services and use of facilities ......... 2b 13,188
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 144,048
e Add lines 2a through 2d ..................... 2e -4,181,556
3 Subtract line 2e from line 1.................. 3 21,036,354
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 467,566
c Add lines 4a and 4b.................... 4c 467,566
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 21,503,920
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 8,353,144
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 13,188
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 144,048
e Add lines 2a through 2d.................... 2e 157,236
3 Subtract line 2e from line 1................... 3 8,195,908
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 1,514,299
c Add lines 4a and 4b..................... 4c 1,514,299
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 9,710,207
Part XIII
Supplemental Information
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.
Return Reference Explanation
SCHEDULE D, PAGE 2, PART III, LINE 4 THE ARTWORK HAS BEEN DONATED BY LOCAL ARTISTS AND IS DISPLAYED FOR THE PURPOSE OF BUILDING COMMUNITY ARTS AWARENESS.
SCHEDULE D, PAGE 2, PART V, LINE 4 TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY.
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. CURRENTLY, THE PRIOR THREE TAX PERIODS FOR FISCAL YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2018 ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT. 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.
SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES ALLOCATED TO RENTAL REVENUE 144,048
SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUNDS INCOME 240,930 AGENCY FUND CONTRIBUTIONS 13,755 PROFESSIONAL FEES ALLOCATED TO INCOME 205,349 FEES FOR SERVICES TO SUPPORT ORG 7,532
SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES ALLOCATED TO RENTAL REVENUE 144,048
SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES ALLOCATED TO AGENCY FD 6,232 AGENCY FUND GRANTS 164,010 PYMT/CHG IN SPLIT INT AGMT & REMAINDER / LEAD INT VALUES 1,010,869 PROFESSIONAL FEES ALLOCATED TO INCOME 205,349 NET EXPENSES TO SUPPORT ORG 120,307 FEES FOR SERVICES TO SUPPORT ORG 7,532
Schedule D (Form 990) 2018


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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
1
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? ........................
2
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ABUSE COUNSELING & TREATMENT INC
PO BOX 60401
FORT MYERS,FL33906 		59-1864735 501(C) 9,000       SPECIFIC PROGRAM
(2) ALLEN COUNTY SOCIETY FOR THE PREV
4914 S HANNA STREET
FORT WAYNE,IN46806 		35-6042135 501(C) 250,000       GEN OP / SPEC PRGM
(3) ALZHEIMERS DISEASE & REL DISORDERS
14010 ROOSEVELT BLVD STE 709
CLEARWATER,FL33762 		13-3039601 501(C) 16,300       GEN OP / SPEC PRGM
(4) AMERICAN NATIONAL RED CROSS
7051 CYPRESS TER SUITE 110
FORT MYERS,FL33907 		53-0196605 501(C) 13,000       SPECIFIC PROGRAM
(5) AMI KIDS SOUTHWEST FLORIDA INC
1190 MAIN STREET
FORT MYERS BEACH,FL33931 		59-3052865 501(C) 76,000       GEN OP SUPPORT
(6) ANIMAL REFUGE CENTERINC
P O BOX 62605
FORT MYERS,FL33906 		65-0057419 501(C) 30,737       GEN OP SUPPORT
(7) ANIMAL RESCUE OF LABELLE INC
PO BOX 2441
LABELLE,FL33935 		65-0404638 501(C) 11,174       GEN OP SUPPORT
(8) ARTFEST FORT MYERS INC
1375 JACKSON ST SUITE 401
FORT MYERS,FL33901 		65-1119729 501(C) 15,000       SPECIFIC PROGRAM
(9) BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD
SANIBEL,FL33957 		59-2775992 501(C) 25,804       GEN OP / SPEC PRGM
(10) BARRIER ISLAND PARKS SOCIETY INC
PO BOX 637
BOCA GRANDE,FL33921 		65-0327405 501(C) 5,151       SPECIFIC PROGRAM
(11) BENEVOLENT & PROTECTIVE ORD OF ELKS
PO BOX 4508
NORTH FORT MYERS,FL33918 		65-0110605 501(C) 15,000       SPECIFIC PROGRAM
(12) BETH-EL FARMWORKER MINISTRY
PO BOX 860
WIMAUMA,FL33598 		59-3004876 501(C) 11,000       GEN OP / SPEC PRGM
(13) BEYOND WELLNESS CLUB INC
2925 CYPRESS TRACE CIRCLE 204
NAPLES,FL34119 		81-4762080 501(C) 55,000       GEN OP SUPPORT
(14) BIDEAWEE INC
410 E 38TH ST
NEW YORK,NY10016 		13-1655210 501(C) 9,454       GEN OP SUPPORT
(15) BIG ARTS
900 DUNLOP RD
SANIBEL,FL33957 		59-1956939 501(C) 12,100       GEN OP / SPEC PRGM
(16) BIG BROTHERS BIG SISTERS SUN COAST
1000 S TAMIAMI TRAIL STE C
VENICE,FL34285 		59-1361826 501(C) 50,199       GEN OP / SPEC PRGM
(17) BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT
BONITA SPRINGS,FL34134 		47-3563908 501(C) 19,636       GEN OP SUPPORT
(18) BONITA SPRINGS CONCERT BAND INC
PO BOX 367872
BONITA SPRINGS,FL34136 		26-2505389 501(C) 11,000       SPECIFIC PROGRAM
(19) BONITA WONDER GARDENS INC
27180 OLD 41 ROAD
BONITA SPRINGS,FL34135 		46-4168846 501(C) 33,500       GEN OP / SPEC PRGM
(20) BUCKNELL UNIVERSITY
301 MARKET STREET SUITE 2
LEWISBURG,PA17837 		24-0772407 501(C) 10,000       GEN OP SUPPORT
(21) CAIR FLORIDA INC
8076 N 56TH STREET
TAMPA,FL33617 		65-1110616 501(C) 100,834       SPECIFIC PROGRAM
(22) CALOOSA HUMANE SOCIETY
P O BOX 2337
LABELLE,FL33975 		65-0759567 501(C) 35,657       GEN OP SUPPORT
(23) CALUSA WATERKEEPER
PO BOX 1165
FORT MYERS,FL33902 		65-0565226 501(C) 20,750       GEN OP / SPEC PRGM
(24) CAPE CORAL ANIMAL SHELTER
1217 CAPE CORAL PKWY E 235
CAPE CORAL,FL33904 		81-3632884 501(C) 54,199       SPECIFIC PROGRAM
(25) CAPE CORAL TECHNICAL COLLEGE
360 SANTA BARBARA BOULEVARD NORTH
CAPE CORAL,FL33993 		501(C) 15,000       SPECIFIC PROGRAM
(26) CAPTIVA CHAPEL BY THE SEA
PO BOX 188
CAPTIVA,FL33924 		59-6143042 501(C) 11,281       GEN OP SUPPORT
(27) CATHOLIC CHARITIES DIOCESE VENICE
PO BOX 2116 100 PINEBROOK ROAD
VENICE,FL34284 		59-2473176 501(C) 10,000       SPECIFIC PROGRAM
(28) CENTER FOR THE ARTS OF BONITA SPR
26100 OLD 41 ROAD
BONITA SPRINGS,FL34135 		65-0295085 501(C) 15,000       GEN OP / SPEC PRGM
(29) CHARLOTTE HARBOR ENVIRO CENTER
10941 BURNT STORE RD
PUNTA GORDA,FL33955 		59-2853001 501(C) 30,000       SPECIFIC PROGRAM
(30) CHARLOTTE TECHNICAL COLLEGE
18150 MURDOCK CIRCLE
PORT CHARLOTTE,FL33948 		46-1998318 501(C) 15,000       SPECIFIC PROGRAM
(31) CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE
FORT MYERS,FL33901 		65-0007620 501(C) 16,000       GEN OP SUPPORT
(32) CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH ST
SHEBOYGAN,WI53081 		39-1214138 501(C) 7,000       GEN OP SUPPORT
(33) CHRISTIAN MEDICAL MINISTRIES
6900 DANIELS PKWY SUITE 29-393
FORT MYERS,FL33912 		47-2641606 501(C) 50,000       SPECIFIC PROGRAM
(34) CITRUS CENTER BOYS & GIRLS CLUB INC
PO BOX 2666
WINTER HAVEN,FL33883 		59-0776417 501(C) 6,866       GEN OP SUPPORT
(35) CITY OF SANIBEL
800 DUNLAP ROAD
SANIBEL,FL33957 		GOV 25,000       SPECIFIC PROGRAM
(36) CLEO INSTITUTE
8325 NE 2ND AVENUE SUITE 218
MIAMI,FL33138 		27-3185735 501(C) 13,000       SPECIFIC PROGRAM
(37) CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150
SANIBEL,FL33957 		23-7271040 501(C) 34,998       GEN OP / SPEC PRGM
(38) COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR
HOLLYWOOD,FL33021 		65-1242772 501(C) 10,131       GEN OP SUPPORT
(39) COMMUNITY ASSISTED AND SUPPORTED
1 N TURTLE AVENUE SUITE 5
SARASOTA,FL34237 		65-0869993 501(C) 28,510       SPECIFIC PROGRAM
(40) COMMUNITY COOPERATIVE INC
P O 2143
FORT MYERS,FL33902 		59-2602772 501(C) 10,585       / SPEC PRGM
(41) COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300
ASHEVILLE,NC28803 		56-1223384 501(C) 15,000       SPECIFIC PROGRAM
(42) COMMUNITY HAVEN FOR ADULTS & CHILD
4405 DESOTO ROAD
SARASOTA,FL34235 		59-1305522 501(C) 80,000       SPECIFIC PROGRAM
(43) CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAY
NAPLES,FL34102 		59-1157084 501(C) 10,000       SPECIFIC PROGRAM
(44) COUNCIL ON FOUNDATIONS
P O BOX 75661
BALTIMORE,MD21275 		13-6068327 501(C) 12,850       GEN OP SUPPORT
(45) COVENANT PRESBYTERIAN CHURCH
2439 MCGREGOR BLVD
FORT MYERS,FL33901 		59-1150677 501(C) 16,675       GEN OP / SPEC PRGM
(46) CULTURAL PARK THEATRE COMPANY INC
528 CULTURAL PARK BOULEVARD
CAPE CORAL,FL33990 		59-1155302 501(C) 6,000       SPECIFIC PROGRAM
(47) DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE
BOSTON,MA02215 		04-2263040 501(C) 21,886       GEN OP SUPPORT
(48) DING DARLING WILDLIFE SOCIETY INC
1 WILDLIFE DR
SANIBEL,FL33957 		59-2240895 501(C) 14,000       SPECIFIC PROGRAM
(49) DIOCESE OF SOUTHWEST FLORIDA
8005 25TH EAST ST
PARRISH,FL34219 		59-1282026 501(C) 17,500       SPECIFIC PROGRAM
(50) DIOCESE OF VENICE CATHOLIC FAITH AP
P O BOX 60759
FORT MYERS,FL33906 		27-1988145 501(C) 12,000       SPECIFIC PROGRAM
(51) DOCTORS WITHOUT BORDERS USA INC
PO BOX 5023
HAGERSTOWN,MD21741 		13-3433452 501(C) 5,100       GEN OP / SPEC PRGM
(52) DOWNTOWN MAN CORP OF FT MYERS FL
PO BOX 1686
FORT MYERS,FL33901 		65-0542768 501(C) 25,000       SPECIFIC PROGRAM
(53) DR PIPER CENTER FOR SOCIAL SERVICES
2607 DR ELLA PIPER WAY
FORT MYERS,FL33916 		65-0788551 501(C) 9,877       GEN OP / SPEC PRGM
(54) EARLY LEARNING COALITION OF SW FL
2675 WINKLER AVE
FORT MYERS,FL33901 		65-1144775 501(C) 33,000       SPECIFIC PROGRAM
(55) ECHO INC
17391 DURRANCE ROAD
NORTH FORT MYERS,FL33917 		23-7275283 501(C) 14,500       GEN OP / SPEC PRGM
(56) EDISON SAILING CENTER
1420 DEL RIO DRIVE
FORT MYERS,FL33901 		59-2635134 501(C) 5,453       GEN OP SUPPORT
(57) FAMILY HEALTH CENTERS OF SW FL
PO BOX 1357
FORT MYERS,FL33902 		59-1741273 501(C) 49,640       SPECIFIC PROGRAM
(58) FEEDING CHILDREN EVERYWHERE INC
830 S RONALD REGAN BLVD UNIT 142
LONGWOOD,FL32750 		27-3274349 501(C) 50,000       SPECIFIC PROGRAM
(59) FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE
NAPLES,FL34109 		44-0610626 501(C) 10,000       GEN OP SUPPORT
(60) FIRST ASSEMBLY CORNERSTONE
3220 DR MARTIN LUTHER KING JR BLVD
FORT MYERS,FL33916 		59-1613511 501(C) 6,500       GEN OP / SPEC PRGM
(61) FLORIDA ARTS INC
2301 FIRST STREET
FORT MYERS,FL33901 		31-1536036 501(C) 6,800       SPECIFIC PROGRAM
(62) FLORIDA DEPT HEALTH CHARLOTTE CTY
1100 LOVELAND BLVD
PORT CHARLOTTE,FL33980 		59-3502843 GOV 25,000       SPECIFIC PROGRAM
(63) FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S
FORT MYERS,FL33965 		65-0753801 501(C) 23,801       SPECIFIC PROGRAM
(64) FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S
FORT MYERS,FL33965 		65-0403969 501(C) 144,304       GOEN OP / SPEC PRGM
(65) FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST
DAYTONA BEACH,FL32114 		23-7377066 501(C) 5,774       GEN OP SUPPORT
(66) FLORIDA REPERTORY THEATRE
P O BOX 2483
FORT MYERS,FL33902 		65-0827621 501(C) 5,150       GEN OP / SPEC PRGM
(67) FLORIDA RURAL LEGAL SERVICES INC
32410 CLEVELAND AVENUE SUITE 101
FORT MYERS,FL33901 		59-1225173 501(C) 106,292       SPECIFIC PROGRAM
(68) FLORIDA SOUTHWESTERN ST COLLEGE FD
8099 COLLEGE PARKWAY
FORT MYERS,FL33919 		59-6173638 501(C) 6,500       GEN OP SUPPORT
(69) FORT MYERS BEACH ART ASSOC
P O BOX 2359
FORT MYERS,FL33932 		59-1004609 501(C) 7,500       SPECIFIC PROGRAM
(70) FORT MYERS COMMUNITY CONCERT ASSOC
P O BOX 606
FORT MYERS,FL33902 		59-1739068 501(C) 11,951       GEN OP SUPPORT
(71) FORT MYERS MURAL SOCIETY
2443 FIRST STREET
FORT MYERS,FL33901 		81-3755781 501(C) 15,000       SPECIFIC PROGRAM
(72) FORT MYERS TECHNICAL COLLEGE
3800 MICHIGAN AVE
FORT MYERS,FL33916 		501(C) 31,000       SPECIFIC PROGRAM
(73) FOUND FOR LEE COUNTY PUBLIC SCHOOLS
PO BOX 1608
FORT MYERS,FL33902 		59-2637849 501(C) 9,104       GEN OP / SPEC PRGM
(74) FRIENDS OF THE MOUND HOUSE
P O BOX 154
FORT MYERS,FL33931 		56-2544250 501(3) 12,500       SPECIFIC PROGRAM
(75) GATEWAY TRINITY LUTHERAN CHURCH
11381 GATEWAY BLVD
FORT MYERS,FL33913 		65-0218796 501(C) 25,000       CAPITAL CONTRIB
(76) GEISINGER HEALTH
100 NORTH ACADEMY AVENUE
DANVILLE,PA17822 		23-1995911 501(C) 10,000       GEN OP SUPPORT
(77) GHOSTBIRD THEATRE COMPANY
2797 1ST STREET UNIT 305
FORT MYERS,FL33916 		46-1921355 501(C) 6,500       SPECIFIC PROGRAM
(78) GLADES COUNTY EDUCATION FOUNDATION
PO BOX 443
MOORE HAVEN,FL33471 		46-3728223 501(C) 40,000       SPECIFIC PROGRAM
(79) GLADIOLUS LEARNING & DEVEL CNTR
10320 GLADIOLUS DR
FORT MYERS,FL33908 		23-7378076 501(C) 14,742       GEN OP SUPPORT
(80) GLOBAL SCHOLARS
PO BOX 12147
OVERLAND PARK,KS66282 		56-1627401 501(C) 10,000       GEN OP SUPPORT
(81) GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET
FORT MYERS,FL33905 		59-6196141 501(C) 72,653       GEN OP / SPEC PRGM
(82) GUADALUPE CENTER INC
509 HOPE CIRCLE
IMMOKALEE,FL34142 		59-2617151 501(C) 18,242       GEN OP / SPEC PRGM
(83) GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST
FORT MYERS,FL33916 		59-0806978 501(C) 53,210       GEN OP / SPEC PRGM
(84) GULF COAST SYMPHONY
P O BOX 60878
FORT MYERS,FL33906 		65-0666748 501(C) 62,700       GEN OP / SPEC PRGM
(85) HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL
NORTH FORT MYERS,FL33903 		59-2236174 501(C) 96,931       GEN OP / SPEC PRGM
(86) HANDS UP CHARITY
3017 SW 2ND PLACE
CAPE CORAL,FL33914 		26-4133295 501(C) 15,500       SPECIFIC PROGRAM
(87) HEIGHTS FOUNDATION INC
15570 HAGIE DR
FORT MYERS,FL33908 		65-1003872 501(C) 9,346       GEN OP / SPEC PRGM
(88) HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980
LABELLE,FL33975 		GOV 49,000       SPECIFIC PROGRAM
(89) HOPE CLUBHOUSE OF SW FL
3602 BROADWAY AVE
FORT MYERS,FL33901 		30-0437443 501(C) 80,570       GEN OP / SPEC PRGM
(90) HOPE HOSPICE
9470 HEALTHPARK CIRCLE
FORT MYERS,FL33908 		59-2128697 501(C) 30,153       GEN OP / SPEC PRGM
(91) IMAGINARIUM GROUP INC
2000 CRANFORD AVENUE
FORT MYERS,FL33916 		65-0226984 501(C) 24,350       SPECIFIC PROGRAM
(92) INSTITUTE FOR CULINARY AWARENESS
5861 PANGOLA RD
FORT MYERS,FL33905 		46-1241361 501(C) 10,000       SPECIFIC PROGRAM
(93) INVEST IN AMERICA'S VETERANS FD
3100 DEL PRADO BLVD S
CAPE CORAL,FL33904 		26-4520112 501(C) 15,000       SPECIFIC PROGRAM
(94) JUDICAL WATCH INC
425 THIRD STREET SW SUITE 800
WASHINGTON,DC20024 		52-1885088 501(C) 25,000       GEN OP SUPPORT
(95) JUNIOR ACHIEVEMENT OF SWFL INC
13241 UNIVERSITY DRIVE SUITE 102
FORT MYERS,FL33907 		65-0503084 501(C) 13,500       SPECIFIC PROGRAM
(96) LABELLE HIGH SCHOOL
4050 EAST COWBOY WAY
LABELLE,FL33935 		GOV 12,500       SPECIFIC PROGRAM
(97) LABORATORY THEATRE OF FLORIDA INC
PO BOX 334
FORT MYERS,FL33902 		27-0526903 501(C) 7,200       GEN OP / SPEC PRGM
(98) LAKES PARK ENRICHMENT FOUNDATION
P O BOX 61076
FORT MYERS,FL33906 		20-0671031 501(C) 8,000       SPECIFIC PROGRAM
(99) LARC INC
2570 HANSON STREET
FORT MYERS,FL33901 		59-0968911 501(C) 13,150       SPECIFIC PROGRAM
(100) LEADERSHIP INSTITUTE
1101 N HIGHLAND STREET
ARLINGTON,VA22201 		51-0235174 501(C) 25,000       GEN OP SUPPORT
(101) LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD
FORT MYERS,FL33919 		51-0182649 501(C) 32,542       GEN OP / SPEC PRGM
(102) LEE COUNTY COALITION FOR A DRUG-FRE
PO BOX 61688
FORT MYERS,FL33906 		59-3052892 501(C) 13,737       GEN OP SUPPORT
(103) LEE COUNTY DEPT OF HUMAN SERVICES
2440 THOMPSON STREET
FORT MYERS,FL33901 		GOV 32,956       SPECIFIC PROGRAM
(104) LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE
FORT MYERS,FL33912 		GOV 18,909       GEN OP SUPPORT
(105) LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT
FORT MYERS,FL33908 		59-2668992 501(C) 10,645       GEN OP SUPORT
(106) LEE COUNTY PARKS & REC
3410 PALM BEACH BLVD
FORT MYERS,FL33916 		GOV 8,000       SPECIFIC PROGRAM
(107) LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218
FORT MYERS,FL33902 		65-0645343 501(C) 74,403       GEN OP / SPEC PRGM
(108) LEGACY FOUNDATION AT SHELL POINT
15010 SHELL POINT BOULEVARD
FORT MYERS,FL33908 		80-0002415 501(C) 28,873       GEN OP / SPEC PRGM
(109) LEGAL AID SERVICE OF COLLIER COUNTY
4436 TAMIAMI TRAIL E
NAPLES,FL34112 		59-1547191 501(C) 106,292       SPECIFIC PROGRAM
(110) LEHIGH COMMUNITY SERVICES INC
201 PLAZA DR SUITE 103
LEHIGH ACRES,FL33936 		59-1773738 501(C) 59,521       GEN OP SUPPORT
(111) LIBERTY YOUTH RANCH INC
PO BOX 366206
BONITA SPRINGS,FL34136 		38-3674666 501(C) 10,000       GEN OP SUPPORT
(112) LIFELINE FAMILY CENTER INC
907 SE 5TH AVE
CAPE CORAL,FL33990 		65-0529641 501(C) 6,084       GEN OP SUPPORT
(113) LIGHTHOUSE OF SWFL INC
35 W MARIANA AVE
NORT FORT MYERS,FL33903 		59-1665257 501(C) 31,982       GEN OP / SPEC PRGM
(114) LISA COLAGROSSI FOUNDATION
6340 JUNCTION ROAD
BRIDGEPORT,MI48722 		47-4718416 501(C) 10,000       GEN OP SUPPORT
(115) LORENZO WALKER TECHNICAL COLLEGE
3702 ESTEY AVENUE
NAPLES,FL34104 		501(C) 15,000       SPECIFIC PROGRAM
(116) LUTHERAN SERVICES OF FLORIDA INC
3627A W WATERS AVENUE
TAMPA,FL33614 		59-2198911 501(C) 106,292       SPECIFIC PROGRAM
(117) MARANTAHA BIBLE & MISSIONARY CONF
4759 LAKE HARBOR ROAD
MUSKEGON,MI49441 		38-1558540 501(C) 15,000       GEN OP / SPEC PRGM
(118) MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST
BOSTON,MA02114 		04-1564655 501(C) 30,000       SPECIFIC PROGRAM
(119) MEDICAL DEBT RESOLUTION
80 THEODORE FREMD AVENUE
RYE,NY10580 		47-1442997 501(C) 23,801       GEN OP / SPEC PRGM
(120) MUSEUM OF NJ MARITIME HISTORY INC
528 DOCK ROAD
BEACH HAVEN,NJ08008 		76-0730192 501(C) 7,000       GEN OP / SPEC PRGM
(121) NAPLES SENIOR CENTER AT JFCS
5025 CASSTELLO DRIVE
NAPLES,FL34103 		45-3980909 501(C) 14,615       GEN OP / SPEC PRGM
(122) NEW HORIZONS OF SWFL INC
PO BOX 111833
NAPLES,FL34108 		11-3678086 501(C) 37,423       GEN OP / SPEC PRGM
(123) NORTH NAPLES UNITED METHODIST CHURC
6000 GOODLETTE-FRANK ROAD N
NAPLES,FL34109 		59-1383829 501(C) 15,000       GEN OP / SPEC PRGM
(124) OCTAGON SEQUENCE OF EIGHT INC
41660 HORSESHOE ROAD
PUNTA GORDA,FL33982 		59-2298305 501(C) 9,796       GEN OP SUPPORT
(125) ORGAN TRANSPLANT RECIPIENTS OF SW
1110 NE 2ND PLACE
CAPE CORAL,FL33909 		04-3634834 501(C) 10,000       SPECIFIC PROGRAM
(126) PACHAMAMA ALLIANCE
PO BOX 29191
SAN FRANCISCO,CA94129 		94-3249793 501(C) 11,500       GEN OP / SPEC PRGM
(127) PARKINSON'S FOUNDATION INC
200 SE 1ST STREET SUITE 800
MIAMI,FL33131 		13-1866796 501(C) 32,404       GEN OP SUPPORT
(128) PRESIDENTS AND FELLOWS OF HARVARD
48 QUINCY STREET
CAMBRIDGE,MA02138 		04-2103580 501(C) 50,000       SPECIFIC PROGRAM
(129) PROVIDENCE CHRISTIAN SCHOOL
701 MOHAWK PARKWAY
CAPE CORAL,FL33914 		59-2578577 501(C) 6,200       GEN OP SUPPORT
(130) QUALITY OF LIFE CENTER OF SWFL
PO BOX 1290
FORT MYERS,FL33901 		65-0321309 501(C) 26,199       GEN OP / SPEC PRGM
(131) REDLANDS CHRISTIAN MIGRANT ASSOC
402 W MAIN STREET
IMMOKALEE,FL34142 		59-1221966 501(C) 106,292       SPECIFIC PROGRAM
(132) SALUSCARE INC
2763 EVANS AVENUE
FORT MYERS,FL33901 		59-1287693 501(C) 17,855       GEN OP / SPEC PRGM
(133) SALVATION ARMY OF LEE HENDRY & GLA
10291 MCGREGOR BLVD
FORT MYERS,FL33919 		58-0660607 501(C) 24,511       GEN OP / SPEC PRGM
(134) SANIBEL COMMUNITY ASSOCIATION
2173 PERIWINKLE WAY
SANIBEL,FL33957 		59-1060466 501(C) 9,000       SPECIFIC PROGRAM
(135) SANIBEL COMMUNITY CHURCH
1740 PERIWINKLE WAY
SANIBEL,FL33957 		59-6509436 501(C) 12,217       GEN OP / SPEC PRGM
(136) SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BOULEVARD
FORT MYERS,FL33966 		GOV 30,000       SPECIFIC PROGRAM
(137) SEACREST SCHOOL INC
7100 DAVIS BOULEVARD
NAPLES,FL34104 		59-2311341 501(C) 10,000       SPECIFIC PROGRAM
(138) SHELTER FOR ABUSED WOMEN INC
PO BOX 10102
NAPLES,FL34101 		59-2752895 501(C) 25,000       SPECIFIC PROGRAM
(139) SHRINERS HOSPITAL FOR CHILDREN
12502 PINE DRIVE
TAMPA,FL33612 		36-2193608 501(C) 7,488       GEN OP SUPPORT
(140) SOUTHWEST FLORIDA SYMPHONY
8290 COLLEGE PARKWAY SUITE 103
FORT MYERS,FL33919 		59-1350404 501(C) 29,549       GEN OP/ SPEC PRGM
(141) SPECIAL EQUESTRIANS INC
PO BOX 61528
FORT MYERS,FL33906 		65-0250071 501(C) 6,094       GEN OP SUPPORT
(142) ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD
FORT MYERS,FL33901 		59-0973728 501(C) 39,000       GEN OP / SPEC PRGM
(143) ST JOHN'S UNITED METHODIST CHURCH
1800 CYPRESS GARDENS BOULEVARD
WINTER HAVEN,FL33884 		59-1036243 501(C) 30,500       SPECIFIC PROGRAM
(144) ST MATTHEW'S HOUSE INC
2001 AIRPORT ROAD S
NAPLES,FL34112 		65-1110501 501(C) 10,500       GEN OP / SPEC PRGM
(145) ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE
FORT MYERS,FL33901 		59-0774200 501(C) 9,804       GEN OP SUPPORT
(146) STEVE RUMMLER HOPE NETWORK
12800 WHITESATER DR SUITE 100
MINNETONKA,MN55343 		45-2903444 501(C) 26,000       GEN OP SUPPORT
(147) SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET SUITE 110
FORT MYERS,FL33901 		26-2302491 501(C) 33,375       GEN OP / SPEC PRGM
(148) SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR
FORT MYERS,FL33907 		59-1150488 501(C) 35,335       GEN OP / SPEC PRGM
(149) SYMPHONIC CHORALE OF SW FL
PO BOX 07105
FORT MYERS,FL33919 		45-2458215 501(C) 8,300       GEN OP / SPEC PRGM
(150) TEEN CHALLENGE
PO BOX 60802
FORT MYERS,FL33907 		59-2479228 501(C) 11,272       GEN OP SUPPORT
(151) TEMPLE BETH - EL OF FORT MYERS INC
16225 WINKLER RD
FORT MYERS,FL33908 		59-1097143 501(C) 6,293       GEN OP / SPEC PRGM
(152) THE UNCOMMON FRIENDS FOUNDATION
PO BOX 811
FORT MYERS,FL33902 		65-0490124 501(C) 10,216       GEN OP SUPPORT
(153) UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR
FORT MYERS,FL33908 		59-1005169 501(C) 250,739       GEN OP / SPEC PRGM
(154) UNIVERSITY OF FLORIDA
PO BOX 118400
GAINESVILLE,FL32611 		59-6002052 501(C) 17,718       SPECIFIC PROGRAM
(155) UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425
GAINESVILLE,FL32604 		59-0974739 501(C) 14,054       SPECIFIC PROGRAM
(156) VALERIES HOUSE INC
PO BOX 1955
FORT MYERS,FL33902 		47-3701240 501(C) 117,693       GEN OP / SPEC PRGM
(157) WINTER HAVEN HOSPITAL FOUNDATION
200 AVENUE F NE
WINTER HAVEN,FL33881 		03-0406130 501(C) 25,500       SPECIFIC PROGRAM
(158) WORLD CENTRAL KITCHEN
1875 CONNECTICUTE AVE NW 10TH FL
WASHINGTON,DC20009 		27-3521132 501(C) 20,000       SPECIFIC PROGRAM
(159) YOUNG LIFE OF LEE COUNTY
5264 CLAYTON COURT SUITE 5
FORT MYERS,FL33907 		84-0385934 501(C) 8,000       SPECIFIC PROGRAM
(160) ZION LUTHERAN CHURCH
7401 WINKLER RD
FORT MYERS,FL33919 		59-6473920 501(C) 12,000       GEN OP SUPPORT
(161) SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901 		30-0958830 501(C) 215,000        
(162) MISC GRANTS 5000 AND UNDER
2031JACKSON STREET SUITE 100
FORT MYERS,FL33901 		501(C) 324,671       GEN OP / SPEC PRGM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
161
3
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) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) ACADEMIC SCHOLARSHIPS 131 770,282      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PAGE 1, PART I, LINE 2 EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS 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(S) DESCRIBED IN THE PROPOSAL THAT THE GRANTEE ORGANIZATION HAD SUBMITTED TO THE FOUNDATION.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC
Employer identification number

59-6580974
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
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 .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
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.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1SARAH OWEN
PRESIDENT / CEO 		(i)

(ii)		 306,883
-------------
  		 
-------------
  		10,732
-------------
  		31,155
-------------
  		 
-------------
  		348,770
-------------
  		 
-------------
 
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
SCHEDULE J, PAGE 1, PART I, LINE 4 SARAH OWEN 0 10,000 0
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 1 139,237 APPRAISED VALUE
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 30 1,311,452 FMV ON DATE OF TRANSFER
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential . X 2 1,461,000 APPRAISED VALUE
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 Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
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
29
1
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
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) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
SCHEDULE M, PAGE 1, PART I, LINE 32B DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE FOUNDATION'S INVESTMENT PORTFOLIO.
Schedule M (Form 990) (2018)

Additional Data


Software ID:  
Software Version:  
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC
Employer identification number

59-6580974
Return Reference Explanation
FORM 990 - ORGANIZATION'S MISSION THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. ROOTED IN PHILANTHROPY, THE FOUNDATION FOCUSES ON IMPROVING THE QUALITY OF LIFE FOR EVERYONE WHO LIVES, WORKS, LEARNS AND PLAYS IN SOUTHWEST FLORIDA. THE FOUNDATION DOES THIS THROUGH INSPIRING COLLECTIVE LEADERSHIP, SERVING AS A CONCIERGE OF PHILANTHROPY, IDENTIFYING AND MONITORING THE FOUNDATION'S WORK THROUGH RESEARCH AND OUTCOMES, AND PROVIDING CAPACITY BUILDING GRANTS AND TRAINING TO NONPROFIT PARTNERS. THE FOUNDATION'S WORK IS INCLUSIVE AND INVOLVES PEOPLE FROM BUSINESS, EDUCATION, GOVERNMENT, NONPROFITS, PHILANTHROPISTS, COMMUNITY LEADERS AND RESIDENTS ACROSS OUR FIVE-COUNTY SERVICE AREA (LEE, CHARLOTTE, COLLIER, HENDRY AND GLADES COUNTIES). WHILE PERFORMING TRADITIONAL COMMUNITY FOUNDATION ACTIVITIES, THE FOUNDATION IS DEVELOPING INTO THE COMMUNITY FOUNDATION FOR THE FUTURE. IT IS THIS NEW PHILANTHROPIC APPROACH THAT LED THE FOUNDATION TO RETHINK ITS ROLE IN THE COMMUNITY AND TO TAKE ITS EXPANDED IDENTITY INTO CONSIDERATION WHEN SEEKING A NEW PHYSICAL OFFICE SPACE AND LOCATION ON THE SITE OF THE ATLANTIC COAST LINE RAILROAD DEPOT, IN FORT MYERS, FLORIDA.
FORM 990, PAGE 2, PART III, LINE 4D OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: DESIGNING SCAFFOLDING FOR ECONOMIC, SOCIAL AND ENVIRONMENTAL SUSTAINABILITY - EVERYTHING THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DOES IS THROUGH THE LENS OF SUSTAINABILITY. IT'S THE FOUNDATION'S FOCUS OF WHEN IT GRANTS TO NONPROFIT ORGANIZATIONS, AND WHEN IT GATHERS PEOPLE TO DISCUSS ISSUES AFFECTING THE COMMUNITY. THE FOUNDATION'S 10 "CAUSE AREAS" ADDRESS THE CHALLENGES OUR COMMUNITY FACES AND PROVIDES THE FRAMEWORK TO ORGANIZE THE FOUNDATION'S EFFORTS. THE FOUNDATION'S 10 CAUSE AREAS ARE ARTS COMMUNITY & CULTURE, COMMUNITY DESIGN, ECONOMY & JOBS, EDUCATION, HEALTH SAFETY & ANIMALS, EQUITY & EMPOWERMENT, ENVIRONMENT, RESOURCES FOR CHANGE, CLIMATE CHANGE, AND PHILANTHROPY & COMMUNITY TRUST. ADAPTED TO ALIGN WITH THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS, THE FOUNDATION'S WORK WITHIN THE CAUSE AREAS INTERCONNECT AND CAN BE TRACED TO A LARGER SET OF GOALS ROLLING UP INTO AN OVERALL NATIONAL AND INTERNATIONAL SCOPE OF MEASURING COLLECTIVE EFFORTS ON A MUCH LARGER SCALE. PROVIDING A PORTAL FOR DISASTER RELIEF FUNDING - AT THE ONSET OF HURRICANE IRMA, AS IT APPROACHED THE SOUTHWEST FLORIDA COAST, THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION DEVELOPED A GIVING PORTAL FOR INDIVIDUALS, CORPORATIONS AND FOUNDATIONS WATCHING WEATHER NEWS AND LEARNING OF THE STORM'S TOLL ON OUR COMMUNITY. IN PREPARATION, THE FOUNDATION ESTABLISHED A PARTNERSHIP WITH NONPROFITS TO DISBURSE FUNDING RAISED TO THE NONPROFIT ORGANIZATIONS SERVING THE PEOPLE IN NEED. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - THE FOUNDATION BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT SPANS BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION GATHERS STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. BY PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION, THE FOUNDATION HAS HELPED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55%. DURING ITS NOW 5-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION, MARK ZUCKERBERG AND PRISCILLA CHAN AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 9 YEARS, THE FOUNDATION HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT THE DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE FOUNDATION OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE FOUNDATION HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - THE FOUNDATION HAS BEEN WORKING WITH THEIR NONPROFIT GRANTEES IN A UNIQUE LEARNING NETWORK CALLED "TRIBES." AS LEARNED OVER THE YEARS OF GRANTING, IT IS MOST EFFECTIVE TO PROVIDE NONPROFIT GRANTEES WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY NONPROFIT LEADERS. THE FOUNDATION HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. THE FOUNDATION FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM TRIBE MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. CREATING A NEW SPACE FOR COLLABORATION - MOST RECENTLY, THROUGH A PUBLIC PRIVATE PARTNERSHIP WITH THE CITY OF FORT MYERS AND THE FLORIDA COMMUNITY LOAN FUND, THE FOUNDATION EMBARKED ON A 10 MILLION NEW MARKET TAX CREDIT DEAL TO RENOVATE A 9,400-SF 1920S ATLANTIC COAST RAIL DEPOT IN DOWNTOWN FORT MYERS AND ADD A 13,160-SF BUILDING ADJACENT TO THE DEPOT, NAMED COLLABORATORY. AT COLLABORATORY, THE FOUNDATION WILL PROVIDE MORE ROBUST EVENT, MEETING, OFFICE AND COLLABORATIVE SPACE AMPLIFIED WITH THE BEST AVAILABLE TECHNOLOGY. CENTRALLY LOCATED WITHIN ITS FIVE-COUNTY SERVICE AREA, COLLABORATORY WILL SERVE AS A LAB FOR COLLABORATION WITH DIVERSE NETWORKS OF STAKEHOLDERS TO EXPLORE REGIONAL CHALLENGES AND OPPORTUNITIES AND THEN DESIGN, FUND AND EXECUTE INNOVATIVE INITIATIVES AND PROJECTS WITH NONPROFIT PARTNERS THAT BRING NEEDED CHANGE TO OUR REGION. COLLABORATORY IS DESIGNED WITH SUSTAINABILITY IN MIND AND IS PURSUING LEED (LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN) GOLD CERTIFICATION. THUS FURTHER EMPHASIZING THE FOUNDATION'S COMMITMENT TO SUSTAINABILITY AND ITS POSITION AS A ROLE MODEL FOR OTHER NONPROFITS AND BUSINESSES IN THE REGION.
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.
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 AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED.
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 SIMILAR ORGANIZATIONS IN FLORIDA.
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 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.
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. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.FLORIDACOMMUNITY.COM AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR.
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS 1,033,545 SEE RECONCILIATION TO CONSOLIDATED FINANCIAL STATEMENTS AS PROVIDED IN SCHEDULE D.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC
Employer identification number

59-6580974
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BONITA SPRINGS COMMUNITY FD LLC
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901
27-4342648 		INACTIVE FL     NA
 
(2) COMMUNITY FD OF SANIBEL-CAPTIVA LLC
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901
27-4343844 		INACTIVE FL     NA
 
(3) WOMENS LEGACY FUND LLC
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901
27-4967919 		INACTIVE FL     NA
 
(4) WOMENS LEGACY FUND OF SWFL LLC
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901
27-4968412 		INACTIVE FL     NA
 
(5) GOOD NEIGHBOR COMM FD OF SANIBEL-
CAPTIVA LLC
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901
27-4343158 		INACTIVE FL     NA
 


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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON STREET SUITE 100

FORT MYERS,FL33901
30-0958830 		SUP ORG FL 501C3 12A N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) SWFLCF SUPPORT ORGANIZATION INC

 B 215,000 ACTUAL COST
(2) SWFLCF SUPPORT ORGANIZATION INC

 K 164,000 RENT - COMPARABLE VALUE




Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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 V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: