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
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 07-01-2020 , and ending 06-30-2021
BCheck if applicable:
CName of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC
 
Doing business as
COLLABORATORY
 
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 $ 76,364,900
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.COLLABORATORY.ORG
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'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLL
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 26
6 Total number of volunteers (estimate if necessary) ............. 6 171
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -64,871
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 14,052,567 7,891,415
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -659,444 9,888,711
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 329,029 18,939
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13,722,152 17,799,065
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,877,499 6,682,943
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) 1,711,787 1,450,003
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet299,895    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,278,916 3,095,904
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,868,202 11,228,850
19 Revenue less expenses. Subtract line 18 from line 12....... 2,853,950 6,570,215
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 146,689,909 181,291,713
21 Total liabilities (Part X, line 26)............. 21,580,313 23,869,254
22 Net assets or fund balances. Subtract line 21 from line 20..... 125,109,596 157,422,459
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 (2020)
Form 990 (2020)
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'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLL
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 $ 5,901,485 including grants of $ 4,612,176 ) (Revenue $ 4,182,450 )
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, DBA COLLABORATORY RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS.
4b (Code:   ) (Expenses $ 1,430,666 including grants of $ 866,387 ) (Revenue $ 1,183,712 )
SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S, DBA COLLABORATORY SCHOLARSHIP PROGRAM FOLLOWING GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION, DBA COLLABORATORY 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 COLLEGES.
4c (Code:   ) (Expenses $ 1,261,766 including grants of $ 780,299 ) (Revenue $ 2,367,425 )
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 HAVE BEEN SIMPLIFIED TO HELP THE NONPROFITS SEEK FUNDING BY SUBMITTING THEIR BEST IDEAS TO SOLVE ISSUES AFFECTING OUR REGION. THE FOUNDATION HAS BEGUN OFFERING MULTI-YEAR RENEWABLE GRANTS WITH THE INTENT OF SOLVING A SPECIFIC IDENTIFIED NEED AND TO BUILD RESILIENCY IN RESPONSE TO THE IMPACT OF THE COVID-19 PANDEMIC.
(Code:   ) (Expenses $ 1,192,665 including grants of $ 424,082 ) (Revenue $ 157,828 )
OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: CREATING COLLABORATORY - THE FOUNDATION CHANGED ITS NAME AND IDENTITY TO COLLABORATORY, BUILDING ON A DECADE LONG PURSUIT OF CREATING MEANINGFUL CHANGE IN SOUTHWEST FLORIDA. DEFINED REGIONALLY AS 5 DIVERSE COUNTIES FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION SPENT THE LAST 10 YEARS BUILDING TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS ISSUES AND SILOS. NOW UNDER THE BANNER OF COLLABORATORY THE FOUNDATION WILL EXPAND TO DRIVE COORDINATION AND INNOVATION CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND COMMUNITY DEVELOPMENT MODEL. THIS WORK IS HEADQUARTERED IN THE ICONIC SETTING OF THE LEED RATED RENOVATION OF THE HISTORIC TRAIN DEPOT CREATED THROUGH A PUBLIC PRIVATE PARTNERSHIP. SUPPORTING THE REGION'S NON-PROFITS THROUGH COVID - AT THE ONSET OF THE PANDEMIC COLLABORATORY DEDICATED TIME AND RESOURCES TO SUPPORTING THE NONPROFIT COMMUNITY AS IT RESPONDED TO THE IMPACT OF COVID ON THEIR ORGANIZATIONS AND THOSE THEY SERVE. COLLABORATORY FOLLOWED THE COUNCIL ON FOUNDATIONS PLEDGE TO LIFT GRANT RESTRICTIONS ON GRANT RECIPIENTS TO ALLOW ORGANIZATIONS TO DIRECT FUNDING TO THE GREATEST NEED, LED FUNDRAISING EFFORTS TO GENERATE ADDITIONAL FUNDING, CREATED SURVEYS TO IDENTIFY NONPROFITS GREATEST ORGANIZATIONAL NEEDS DURING THE PANDEMIC AND CREATED PROGRAMS AND SUPPORT SYSTEMS TO ASSIST IN BUILDING RESILIENCE. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - COLLABORATORY BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT REACHES BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. COLLABORATORY ENGAGES 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. PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION - COLLABORATORY HAS SUPPORTED 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% OF WORKING AGE ADULTS. DURING ITS NOW 6-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 AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 10 YEARS, COLLABORATORY HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT 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 COLLABORATORY 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 COLLABORATORY HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - COLLABORATORY HAS BEEN WORKING WITH ITS NONPROFIT GRANT RECIPIENTS IN A UNIQUE LEARNING NETWORK THAT SUPPORTS NONPROFIT GRANT RECIPIENTS WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY EXPERTS IN A VARIETY OF FIELDS. COLLABORATORY HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. COLLABORATORY 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 NONPROFIT MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,192,665 including grants of $ 424,082 ) (Revenue $ 157,828 )
4e Total program service expensesMediumBullet9,786,582
Form 990 (2020)
Form 990 (2020)
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 XIIClick 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
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
 
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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
 
No
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
44
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 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
26
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
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
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
9
Sponsoring organizations maintaining donor advised funds.
a
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 (2020)
Form 990 (2020)
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
20
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
20
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:
MediumBulletRONALD E PENN2031 JACKSON STREET SUITE 100   FORT MYERS,FL33901 (239) 274-5900
Form 990 (2020)
Form 990 (2020)
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.

See instructions for the order in which to list the persons above.
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) ROBBIE ROEPSTORFF......................................................................
CHAIR
 3.00
.................
  		X   X       0 0 0
(2) DENNIE HAMILTON......................................................................
VICE CHAIR
 3.00
.................
  		X   X       0 0 0
(3) GAIL MARKHAM......................................................................
SEC / TREAS
 3.00
.................
  		X   X       0 0 0
(4) DR LARRY A HOBBS......................................................................
IMMEDIATE PA
 3.00
.................
  		X   X       0 0 0
(5) MALIKE ADIGUN......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(6) JUAN BENDECK......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(7) JULIE BEN-SUSAN......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(8) CAROLYN CONANT......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(9) ANDREW COUSE......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(10) INDERA DEMINE......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(11) MARY BETH CRAWFORD......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(12) CRAIG FOLK......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(13) CHAUNCEY GOSS......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(14) GARY GRIFFIN......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(15) HUGH KINSEY JR......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(16) HARRISON S KNIGHT......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(17) ALAN MANDEL......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
Form 990 (2020)
Form 990 (2020)
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) FRED MOON........................................................................
TRUSTEE
 3.00
.......................   		X           0 0 0
(19) DALE REISS........................................................................
TRUSTEE
 3.00
.......................   		X           0 0 0
(20) AYSEGUL TIMUR........................................................................
TRUSTEE
 3.00
.......................   		X           0 0 0
(21) SARAH OWEN........................................................................
PRESIDENT /
 50.00
.......................5.00 		X   X       380,400 0 45,682
(22) RONALD E PENN........................................................................
CFO
 50.00
.......................5.00 		    X       16,385 0 491
(23) PETER OCSODY........................................................................
CHIEF STRATE
 40.00
.......................1.00 		    X       119,423 0 13,826














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 516,208   59,999
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 MediumBullet2
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
ADVERTISING FOR HUMANITY

7 CENTRAL STREET
TOPSFIELD,MA01983 		CONSULTING/MKTG 394,575
ISAACSON MILLER

263 SUMMER STREET 7TH FLOOR
BOSTON,MA02210 		EXEC SEARCH 126,324
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 477,083
f All other contributions, gifts, grants, and similar amounts not included above1f 7,414,332
g Noncash contributions included in lines 1a - 1f:$ 1g 2,055,003
h Total. Add lines 1a-1f.......MediumBullet 7,891,415
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 1,846,504     1,846,504
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   34,650 6a
b Less: rental expenses   130,960 6b
c Rental income or (loss)   -96,310 6c
d Net rental income or (loss).......MediumBullet -96,310   -64,871 -31,439
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,327,496 65,149,586 7a
b Less: cost or other basis and sales expenses   58,434,875 7b
c Gain or (loss) 1,327,496 6,714,711 7c
d Net gain or (loss).........MediumBullet 8,042,207     8,042,207
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a MISCELLANEOUS INCOME   115,249 115,249    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 115,249
12 Total revenue. See instructions.....MediumBullet 17,799,065 115,249 -64,871 9,857,272
Form 990 (2020)
Form 990 (2020)
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 .... 5,816,556 5,816,556
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 866,387 866,387
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 529,025 280,383 158,707 89,935
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........ 701,924 372,020 210,577 119,327
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 22,353 11,847 6,706 3,800
9 Other employee benefits ....... 116,641 61,819 34,993 19,829
10 Payroll taxes ........... 80,060 42,432 24,018 13,610
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 680 560 111 9
c Accounting ........... 47,500 39,121 7,757 622
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 306,610 252,524 50,069 4,017
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 237,058 177,601 55,039 4,418
12 Advertising and promotion ....        
13 Office expenses ....... 88,212 20,862 63,901 3,449
14 Information technology ...... 211,948 84,891 115,506 11,551
15 Royalties ..        
16 Occupancy ........... 383,834 207,705 171,387 4,742
17 Travel ............ 9,418 2,702 6,039 677
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 14,994 5,355 8,411 1,228
20 Interest ........... 259,963 130,934 129,029  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 44,333 23,000 20,785 548
23 Insurance ... 62,504 31,813 29,866 825
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 1,321,753 1,321,753    
b RELATIONSHIPS 51,668 30,675 4,084 16,909
c DUES & SUBSCRIPTIONS 37,117 2,279 31,385 3,453
d MISCELLANEOUS 18,312 3,363 14,003 946
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 11,228,850 9,786,582 1,142,373 299,895
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 (2020)
Form 990 (2020)
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 ......... 2,134,285 2 3,412,790
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 13,274 4 16,537
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 6,651,000 7 6,891,392
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 53,930 9 57,823
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 11,868,323
b Less: accumulated depreciation 10b 1,062,963 11,197,144 10c 10,805,360
11 Investments—publicly traded securities . 99,983,854 11 125,441,783
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 ........... 26,656,422 15 34,666,028
16 Total assets. Add lines 1 through 15 (must equal line 33)... 146,689,909 16 181,291,713
Liabilities 17 Accounts payable and accrued expenses ..... 281,562 17 472,999
18 Grants payable ... 1,616,908 18 2,500,200
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 16,800,000 23 16,800,000
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 2,881,843 25 4,096,055
26 Total liabilities. Add lines 17 through 25.. 21,580,313 26 23,869,254
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 97,327,801 27 122,405,601
28 Net assets with donor restrictions ........... 27,781,795 28 35,016,858
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 125,109,596 32 157,422,459
33 Total liabilities and net assets/fund balances ........ 146,689,909 33 181,291,713
Form 990 (2020)
Form 990 (2020)
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
17,799,065
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
11,228,850
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
6,570,215
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
125,109,596
5
Net unrealized gains (losses) on investments ...............
5
18,913,266
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
6,829,382
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
157,422,459
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 (2020)
Form 990 (2020)
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 instructions and the latest information.
OMB No. 1545-0047
2020
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 5,973,380 8,960,544 5,450,502 7,932,816 5,726,649 34,043,891
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 5,973,380 8,960,544 5,450,502 7,932,816 5,726,649 34,043,891
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 5,719,819
6 Public support. Subtract line 5 from line 4. 28,324,072
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4.. 5,973,380 8,960,544 5,450,502 7,932,816 5,726,649 34,043,891
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,404,640 1,854,332 1,808,711 2,449,564 1,875,842 9,393,089
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 43,436,980
12
12
4,680,120
13
First 5 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
65.210 %
15
15
65.960 %
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in 11a above?
11b
 
 
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 0.015 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 0.035 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2020 		(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, 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 2020. 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 2021. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
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) 2020


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
2020
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization
SOUTHWEST FLORIDA COMMUNITY
FOUNDATION INC 		Employer identification number
59-6580974
Part I
Contributors
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
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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 instructions and the latest information.
OMB No. 1545-0047
2020
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 ......... 144 2
2 Aggregate value of contributions to (during year) 2,698,972 34,484
3 Aggregate value of grants from (during year) 3,295,373  
4 Aggregate value at end of year ........ 30,283,153 126,991
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 FASB 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 FASB 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 $  
(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 FASB 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) 2020

Schedule D (Form 990) 2020
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 .... 83,243,086 85,437,134 74,684,227 68,804,966 58,351,450
b Contributions ... 4,445,960 5,089,339 13,434,585 7,039,696 7,981,840
c Net investment earnings, gains, and losses 24,315,206 55,320 2,934,966 4,478,462 7,171,922
d Grants or scholarships ... 4,799,644 5,573,311 4,461,907 4,443,436 3,548,078
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 1,519,090 1,765,396 1,154,737 1,195,461 1,152,168
g End of year balance ...... 105,685,518 83,243,086 85,437,134 74,684,227 68,804,966
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet98.720 %
b
Permanent endowment SchDMd Bullet1.280 %
c
Term 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   10,901,234 696,839 10,204,395
d Equipment ....   799,682 366,124 433,558
e Other .....   167,407   167,407
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 10,805,360
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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 30,820,876
(2)CONTRIBUTIONS RECEIVABLE 2,623,828
(3)DEFERRED GIFTS REC - CGAS 798,887
(4)LIFE INSURANCE - REMAINDER INTEREST 266,959
(5)OTHER ASSETS 155,478
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 34,666,028
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  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,096,055
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) 2020

Schedule D (Form 990) 2020
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 43,667,333
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 18,913,266
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 7,567,824
e Add lines 2a through 2d ..................... 2e 26,481,090
3 Subtract line 2e from line 1.................. 3 17,186,243
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 298,637
b Other (Describe in Part XIII.) ........... 4b 314,185
c Add lines 4a and 4b.................... 4c 612,822
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 17,799,065
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 11,354,470
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 698,361
e Add lines 2a through 2d.................... 2e 698,361
3 Subtract line 2e from line 1................... 3 10,656,109
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 298,637
b Other (Describe in Part XIII.) ............ 4b 274,104
c Add lines 4a and 4b..................... 4c 572,741
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 11,228,850
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 PURPOSES 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 BASED ON AN EVALUATION OF COLLABORATORY'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 130,960 INVESTMENT INCOME TO CUBAN PETE 87,971 AGENCY ADMIN FEES 58,310 AGENCY CONTRIBUTIONS, NET 8,114 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS 7,282,469
SCHEDULE D, PAGE 4, PART XI, LINE 4B FEES FOR SERVICES FROM CUBAN PETE 30,000 FEES FOR SERVICES FROM SUPPORT ORG 7,534 AGENCY FUND INVESTMENT INCOME 276,651
SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES ALLOCATED TO RENTAL REVENUE 130,960 EXPENSES ALLOCATED TO CUBAN PETE 40,000 EXPENSES ALLOCATED TO SUPPORT ORG 527,401
SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES ALLOCATED TO AGENCY FD 7,973 AGENCY FUND GRANTS 102,131 RENT EXPENSE TO SUPPORT ORG 164,000
Schedule D (Form 990) 2020


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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
2020
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) ALL FAITH UNITARIAN CONGREGATION
2756 MCGREGOR BLVD
FORT MYERS,FL33901 		65-1114131 501(C) 10,192       GEN OP/SPEC PRGM
(2) AMERICANS FOR IMMIGRANT JUSTICE
6355 NW 36TH ST SUITE 2201
MIAMI,FL33166 		65-0610872 501(C) 33,000       SPECIFIC PROGRAM
(3) ANIMAL REFUGE CENTERINC
18011 OLD BAYSHORE ROAD
NORTH FORT MYERS,FL33917 		65-0057419 501(C) 282,435       GEN OP/ SPEC PRGM
(4) BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD
SANIBEL,FL33957 		59-2775992 501(C) 9,755       GEN OP / SPEC PRGM
(5) BASCOM CORPORATION
323 FRANKLIN ROAD
HIGHLANDS,NC28741 		56-2093546 501(C) 10,000       GEN OP SUPPORT
(6) BASSET HOUND RES OF GA INC
PO BOX 1834
FAYETTVILLE,GA30214 		58-2187876 501(C) 10,000       GEN OP SUPPORT
(7) BATTLE CREEK COMMUNITY FOUNDATION
32 W MICHIGAN AVENUE SUITE 1
BATTLE CREEK,MI49017 		38-2045459 501(C) 16,425       SPECIFIC PROGRAM
(8) BIDEAWEE INC
410 E 38TH ST
NEW YORK,NY10016 		13-1655210 501(C) 9,420       GEN OP SUPPORT
(9) BOBBY NICHOLS FOUNDATION INC
15391 CANONGATE DRIVE
FORT MYERS,FL33912 		04-3649766 501(C) 8,951       GEN OP SUPPORT
(10) BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT
BONITA SPRINGS,FL34134 		47-3563908 501(C) 35,000       GEN OP SUPPORT
(11) BONITA SPRINGS ASSISTANCE OFFICE
PO BOX 16
BONITA SPRINGS,FL34133 		59-2337909 501(C) 15,000       GEN OP SUPPORT
(12) BONITA WONDER GARDENS INC
27180 OLD 41 ROAD
BONITA SPRINGS,FL34135 		46-4168846 501(C) 10,000       GEN OP/SPEC PRGM
(13) BOYS & GIRLS CLUBS OF POLK COUNTY
PO BOX 763
LAKELAND,FL33802 		59-0171815 501(C) 6,301       GEN OP SUPPORT
(14) BRIDGE A LIFE IN
1680 FRUITVILLE ROAD SUITR 312B
SARASOTA,FL34236 		46-2391027 501(C) 10,000       GEN OP SUPPORT
(15) BRIDGE TO A CURE FOUNDATION
2031 JACKSON STREET SUITE 160
FORT MYERS,FL33901 		84-3024608 501(C) 33,500       GEN OP SUPPORT
(16) BRIGHTER BITES
PO BOX 25456
HOUSTON,TX77265 		47-4070026 501(C) 20,000       GEN OP SUPPORT
(17) CALOOSA HUMANE SOCIETY
PO BOX 2337
LABELLE,FL33975 		65-0759567 501(C) 35,727       GEN OP SUPPORT
(18) CALUSA WATERKEEPER
PO BOX 1165
FORT MYERS,FL33902 		65-0565226 501(C) 36,506       GEN OP SUPPORT
(19) CANTERBURY SCHOOL CORPORATION
8141 COLLEGE PARKWAY
FORT MYERS,FL33919 		59-1058089 501(C) 175,000       GEN OP/SPEC PRGM
(20) CAPE CORAL ANIMAL SHELTER
325 SOUTHWEST 2ND AVENUE
CAPE CORAL,FL33991 		81-3632884 501(C) 16,000       SPECIFIC PROGRAM
(21) CAPTAINS FOR CLEAN WATER INC
2031 JACKSON STREET
FORT MYERS,FL33901 		81-1789969 501(C) 20,000       SPECIFIC PROGRAM
(22) CAPTIVA CHAPEL BY THE SEA
PO BOX 188
CAPTIVA,FL33924 		59-6143042 501(C) 11,153       GEN OP SUPPORT
(23) CENTER FOR THE ARTS OF BONITA SPR
26100 OLD 41 ROAD
BONITA SPRINGS,FL34135 		65-0295085 501(C) 12,540       GEN OP/SPEC PRGM
(24) CGRS MISSION INC
18481 N TAMIAMI TRAIL
NORTH FORT MYERS,FL33903 		81-3236064 501(C) 10,000       GEN OP SUPPORT
(25) CHARITY FOR CHANGE INC
10681 AIRPORT PULLING ROAD SUITE 23
NAPLES,FL34109 		26-2139488 501(C) 15,000       GEN OP SUPPORT
(26) CHARLOTTE HARBOR ENVIRO CENTER
PO BOX 512876
PUNTA GORDA,FL33951 		59-2853001 501(C) 30,730       SPECIFIC PROGRAM
(27) CHILD EVANGELISM FELLOWSHIP OF FL
PO BOX 100981
CAPE CORAL,FL33910 		59-0837546 501(C) 5,901       GEN OP SUPPORT
(28) CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE
FORT MYERS,FL33901 		65-0007620 501(C) 41,500       GEN OP SUPPORT
(29) CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH ST
SHEBOYGAN,WI53081 		39-1214138 501(C) 7,000       GEN OP SUPPORT
(30) CITY OF FORT MYERS
PO BOX 340
FORT MYERS,FL33902 		GOV 80,778       SPECIFIC PROGRAM
(31) CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150
SANIBEL,FL33957 		23-7271040 501(C) 41,857       GEN OP SUPPORT
(32) COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR
HOLLYWOOD,FL33021 		65-1242772 501(C) 10,081       GEN OP SUPPORT
(33) COMMUNITY COOPERATIVE INC
PO BOX 2143
FORT MYERS,FL33902 		59-2602772 501(C) 23,750       GEN OP SUPPORT
(34) COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300
ASHEVILLE,NC28803 		56-1223384 501(C) 15,000       SPECIFIC PROGRAM
(35) COMMUNITY HAVEN FOR ADULTS & CHILD
4405 DESOTO ROAD
SARASOTA,FL34235 		59-1305522 501(C) 80,000       SPECIFIC PROGRAM
(36) CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAY
NAPLES,FL34102 		59-1157084 501(C) 50,000       GEN OP SUPPORT
(37) COUNCIL ON FOUNDATIONS
PO BOX 75661
BALTIMORE,MD21275 		13-6068327 501(C) 9,000       GEN OP SUPPORT
(38) COVENANT PRESBYTERIAN CHURCH
2439 MCGREGOR BLVD
FORT MYERS,FL33901 		59-1150677 501(C) 11,784       GEN OP SUPPORT
(39) DIOCESE OF VENICE CATHOLIC FAITH AP
PO BOX 60759
FORT MYERS,FL33906 		27-1988145 501(C) 15,000       GEN OP SUPPORT
(40) DR CARRIE D ROBINSON LITTLETON ELE
700 HUTTO RD
NORTH FORT MYERS,FL33903 		GOV 6,000       SPECIFIC PROGRAM
(41) EARTH SHINE INSTITUE INC
5249 SUMMERLIN COMMONS BOULEVARD
FORT MYERS,FL33907 		32-0042299 501(C) 6,000       SPECIFIC PROGRAM
(42) EDISON SAILING CENTER
1420 DEL RIO DRIVE
FORT MYERS,FL33901 		59-2635134 501(C) 7,271       GEN OP/SPEC PRGM
(43) EQUALITY FLORIDA INSTITUTE
PO BOX 13184
ST PETERSBURG,FL33733 		59-3435235 501(C) 21,828       GEN OP SUPPORT
(44) EVERGLADES WONDER GARDEN
PO BOX 822
BONITA SPRINGS,FL34133 		46-4168845 501(C) 5,600       GEN OP SUPPORT
(45) FAMILY INITIATIVE INCORPORATED
1242 SW PINE ISLAND RD SUITE 42-302
CAPE CORAL,FL33991 		46-1528487 501(C) 50,000       GEN OP SUPPORT
(46) FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE
NAPLES,FL34109 		44-0610626 501(C) 10,000       GEN OP SUPPORT
(47) FIDELITY CHARITABLE
PO BOX 77001
CINCINNATI,OH45277 		11-0303001 501(C) 5,716       SPECIFIC PROGRAM
(48) FIRST PREBYTERIAN CHURCH OF BONITA
9751 BONITA BEACH BLVD
BONITA SPRINGS,FL34135 		59-1622501 501(C) 30,000       SPECIFIC PROGRAM
(49) FIRST PRESBYTERIAN CHURCH
2438 SECOND ST
FORT MYERS,FL33901 		59-0823943 501(C) 8,157       GEN OP SUPPORT
(50) FLORIDA BAPTIST CHILDREN'S HOMES
1015 SIKES BLVD
LAKELAND,FL33815 		59-0657326 501(C) 40,734       GEN OP SUPPORT
(51) FLORIDA DEPT HEALTH CHARLOTTE CTY
1100 LOVELAND BLVD
PORT CHARLOTTE,FL33980 		59-3502843 GOV 21,214       GEN OP SUPPORT
(52) FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S
FORT MYERS,FL33965 		65-0753801 501(C) 184,623       GEN OP / SPEC PRGM
(53) FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S
FORT MYERS,FL33965 		65-0403969 501(C) 100,255       GEN OP / SPEC PRGM
(54) FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST
DAYTONA BEACH,FL32114 		23-7377066 501(C) 5,745       GEN OP SUPPORT
(55) FLORIDA LIONS EYE CLINIC
10322 PENNSYLVANIA AVENUE
BONITA SPRINGS,FL34135 		45-0560906 501(C) 10,000       GEN OP SUPPORT
(56) FLORIDA SOUTHWESTERN ST COLLEGE
8099 COLLEGE PARKWAY
FORT MYERS,FL33919 		501(C) 45,000       SPECIFIC PROGRAM
(57) FLORIDA SOUTHWESTERN ST COLLEGE FD
8099 COLLEGE PARKWAY
FORT MYERS,FL33919 		59-6173638 501(C) 5,500       GEN OP/SPEC PRGM
(58) FORT MYERS COMMUNITY CONCERT ASSOC
PO BOX 606
FORT MYERS,FL33902 		59-1739068 501(C) 11,848       GEN OP SUPPORT
(59) FOUND FOR LEE COUNTY PUBLIC SCHOOLS
PO BOX 1608
FORT MYERS,FL33902 		59-2637849 501(C) 13,955       GEN OP/SPEC PRGM
(60) GLADIOLUS FOOD PANTRY
15011 GLADIOLUS DR
FORT MYERS,FL33908 		47-1788033 501(C) 16,365       GEN OP SUPPORT
(61) GLADIOLUS LEARNING & DEVEL CNTR
10320 GLADIOLUS DR
FORT MYERS,FL33908 		23-7378076 501(C) 14,678       GEN OP SUPPORT
(62) GLOBAL SCHOLARS
PO BOX 12147
OVERLAND PARK,KS66282 		56-1627401 501(C) 10,000       GEN OP SUPPORT
(63) GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET
FORT MYERS,FL33905 		59-6196141 501(C) 30,614       GEN OP / SPEC PRGM
(64) GUADALUPE CENTER INC
509 HOPE CIRCLE
IMMOKALEE,FL34142 		59-2617151 501(C) 13,988       GEN OP SUPPORT
(65) GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST
FORT MYERS,FL33916 		59-0806978 501(C) 45,721       GEN OP SUPPORT
(66) HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL
NORTH FORT MYERS,FL33903 		59-2236174 501(C) 103,628       GEN OP / SPEC PRGM
(67) HARRY CHAPIN FOOD BANK OF SWFL
3760 FOWLER STREET
FORT MYERS,FL33901 		59-2332120 501(C) 82,405       GEN OP / SPEC PRGM
(68) HEALTHY START COALITION OF SWFL INC
1921 JEFFERSON AVENUE
FORT MYERS,FL33901 		65-0378720 501(C) 50,000       GEN OP SUPPORT
(69) HEART AND MIND FOUNDATION
1443 WEST DIVISION STREET
CHICAGO,IL60642 		36-4404961 501(C) 800,000       GEN OP/SPEC PRGM
(70) HOPE CLUBHOUSE OF SW FL
3602 BROADWAY AVE
FORT MYERS,FL33901 		30-0437443 501(C) 88,827       GEN OP / SPEC PRGM
(71) HOPE EQUINE RESCUE INC
3820 HIGH STREET
WINTER HAVEN,FL33881 		26-2647977 501(C) 25,000       GEN OP SUPPORT
(72) HOPE HOSPICE
9470 HEALTHPARK CIRCLE
FORT MYERS,FL33908 		59-2128697 501(C) 52,368       GEN OP SUPPORT
(73) IRON GAIT PERCHERONS IN
114 HANCOCK MOUNTAIN TRAIL
WALESKA,GA30183 		45-1733782 501(C) 45,000       GEN OP SUPPORT
(74) JUDICAL WATCH INC
425 THIRD STREET SW SUITE 800
WASHINGTON,DC20024 		52-1885088 501(C) 25,000       GEN OP SUPPORT
(75) JUNIOR ACHIEVEMENT OF SWFL INC
13241 UNIVERSITY DRIVE SUITE 102
FORT MYERS,FL33907 		65-0503084 501(C) 5,800       GEN OP SUPPORT
(76) LABELLE DOWNTOWN REVITALIZATION COR
PO BOX 1844
LABELLE,FL33975 		46-5655554 GOV 20,000       GEN OP SUPPORT
(77) LABELLE FAMILY LIVESTOCK CLUB INC
750 EVANS ROAD
LABELLE,FL33935 		65-0370510 501(C) 10,000       GEN OP SUPPORT
(78) LARC INC
2570 HANSON STREET
FORT MYERS,FL33901 		59-0968911 501(C) 20,500       GEN OP/SPEC PRGM
(79) LEADERSHIP INSTITUTE
1101 N HIGHLAND STREET
ARLINGTON,VA22201 		51-0235174 501(C) 25,000       GEN OP SUPPORT
(80) LEE BLDG IND ASSOC BUILDER CARE
10501 SIX MILE CYPRESS PKWY
FORT MYERS,FL33916 		20-2640022 501(C) 12,600       GEN OP SUPPORT
(81) LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD
FORT MYERS,FL33919 		51-0182649 501(C) 55,075       GEN OP / SPEC PRGM
(82) LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE
FORT MYERS,FL33912 		GOV 18,841       GEN OP SUPPORT
(83) LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT
FORT MYERS,FL33908 		59-2668992 501(C) 7,833       GEN OP / SPEC PRGM
(84) LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218
FORT MYERS,FL33902 		65-0645343 501(C) 54,455       GEN OP / SPEC PRGM
(85) LEGACY FOUNDATION AT SHELL POINT
15010 SHELL POINT BOULEVARD
FORT MYERS,FL33908 		80-0002415 501(C) 20,771       GEN OP SUPPORT
(86) LEGAL AID SERVICE OF COLLIER COUNTY
4436 TAMIAMI TRAIL E
NAPLES,FL34112 		59-1547191 501(C) 200,000       SPECIFIC PROGRAM
(87) LEHIGH COMMUNITY SERVICES INC
201 PLAZA DR SUITE 103
LEHIGH ACRES,FL33936 		59-1773738 501(C) 59,210       GEN OP SUPPORT
(88) LIBERTY YOUTH RANCH INC
PO BOX 366206
BONITA SPRINGS,FL34136 		38-3674666 501(C) 18,000       GEN OP SUPPORT
(89) MAKE-A-WISH FOUND OF SOUTHERN FL
3655 BONITA BEACH ROAD SUITE 3
BONITA SPRINGS,FL34134 		59-2620322 501(C) 12,600       GEN OP SUPPORT
(90) MARANTHA BIBLE AND MISSIONARY CONF
4759 LAKE HARBOR ROAD
NORTON SHORES,MI49441 		38-1558540 501(C) 20,000       GEN OP SUPPORT
(91) MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540
BOSTON,MA02114 		04-1564655 501(C) 13,938       GEN OP SUPPORT
(92) MISC GRANTS 5000 AND UNDER
2031 JACKSON STREET SUITE 100
FORT MYERS,FL33901 		501(C) 337,627       GEN OP / SPEC PRGM
(93) MISION PENIEL
PO BOX 1204
IMMOKALEE,FL34143 		47-3118063 501(C) 34,149       GEN OP/SPEC PRGM
(94) MR LUCKY DOG'S SANCTUARY INC
21591 CLAYTOR ROAD
ALVA,FL33920 		83-2120940 501(C) 15,000       GEN OP SUPPORT
(95) MUSEUM OF NJ MARITIME HISTORY INC
528 DOCK ROAD
BEACH HAVEN,NJ08008 		76-0730192 501(C) 11,000       GEN OP SUPPORT
(96) NAPLES SENIOR CENTER AT JFCS
5025 CASSTELLO DRIVE
NAPLES,FL34103 		45-3980909 501(C) 41,848       GEN OP SUPPORT
(97) NYKOL'S RESCUES INC
5780 SABAL PALM LANE
PUNTA GORDA,FL33982 		81-1240249 501(C) 10,000       GEN OP SUPPORT
(98) OCTAGON WILDLIFE SANCTUARY
41660 HORSESHOE ROAD
PUNTA GORDA,FL33982 		59-2298305 501(C) 19,747       GEN OP SUPPORT
(99) PACHAMAMA ALLIANCE
THE PRESIDIO BUILDING 1009
SAN FRANCISCO,CA94129 		94-3249793 501(C) 100,000       SPECIFIC PROGRAM
(100) PARKINSON'S FOUNDATION INC
200 SE 1ST STREET SUITE 800
MIAMI,FL33131 		13-1866796 501(C) 32,242       GEN OP SUPPORT
(101) PAWS LEE COUNTY INC
965 PONDELLA ROAD
NORTH FORT MYERS,FL33903 		94-3467822 501(C) 30,059       GEN OP SUPPORT
(102) PERFORMING ARTS CENTER
PO BOX 296
HIGHLANDS,NC28741 		56-2155282 501(C) 10,000       GEN OP SUPPORT
(103) PROJECT DENTIST CARE INC
PO BOX 60424
FORT MYERS,FL33906 		65-0822909 501(C) 10,000       GEN OP SUPPORT
(104) QUALITY LIFE CENTER OF SW FL INC
PO BOX 1290
FORT MYERS,FL33901 		65-0321309 501(C) 16,193       GEN OP SUPPORT
(105) RESIDENTIAL OPTIONS OF FLORIDA INC
3050 HORSESHOE DR N STE 285
NAPLES,FL34104 		47-1232139 501(C) 47,683       GEN OP SUPPORT
(106) RONALD MCDONALD HOUSE CHAR OF SW FL
16100 ROSERUSH COURT
FORT MYERS,FL33908 		11-3704163 501(C) 12,600       GEN OP SUPPORT
(107) RVR HOUSE RESCUE INC
1710 W STATE ROAD 60
PLANT CITY,FL33567 		45-1536701 501(C) 20,000       GEN OP SUPPORT
(108) SALUSCARE INC
3763 EVANS AVENUE
FORT MYERS,FL33901 		59-1287693 501(C) 8,394       GEN OP SUPPORT
(109) SALVATION ARMY OF LEE HENDRY & GLA
10291 MCGREGOR BLVD
FORT MYERS,FL33919 		58-0660607 501(C) 77,620       GEN OP SUPPORT
(110) SALVATION ARMY OF PORT CHARLOTTE
2120 LOVELAND BOULEVARD
PORT CHARLOTTE,FL33980 		58-0660607 501(C) 7,280       GEN OP SUPPORT
(111) SIOUX FALLS AREA COMMUNITY FOUND
200 N CHERAPA PLACE
SIOUX FALLS,SD57103 		31-1748533 501(C) 13,333       SPECIFIC PROGRAM
(112) SANIBEL-CAPTIVA CONSERVATION FOUND
PO BOX 839
SANIBEL,FL33957 		59-1205087 501(C) 18,399       GEN OP SUPPORT
(113) SEMINOLE BOOSTERS INC
PO BOX 1353
TALLAHASSEE,FL32302 		59-1561180 501(C) 20,000       GEN OP SUPPORT
(114) SHRINERS HOSPITAL FOR CHILDREN
12502 PINE DRIVE
TAMPA,FL33612 		36-2193608 501(C) 5,958       GEN OP SUPPORT
(115) SJC BOXING CLUB INC
3833 MAXINE STREET
FORT MYERS,FL33901 		65-0373379 501(C) 51,250       GEN OP SUPPORT
(116) SOUTH WEST FLORIDA HORSE RESCUE INC
14811 STATE ROAD 31
PUNTA GORDA,FL33982 		46-2031584 501(C) 25,000       GEN OP SUPPORT
(117) SOUTHWEST FLORIDA SYMPHONY
7500 COLLEGE PARKWAY SUITE 200
FORT MYERS,FL33919 		59-1350404 501(C) 12,012       GEN OP/ SPEC PRGM
(118) ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD
FORT MYERS,FL33901 		59-0973728 501(C) 22,000       GEN OP / SPEC PRGM
(119) ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE
FORT MYERS,FL33901 		59-0774200 501(C) 9,755       GEN OP SUPPORT
(120) ST VINCENT DE PAUL CATHOLIC CHURCH
13031 PALM BEACH BOULEVARD
FORT MYERS,FL33905 		59-2824352 501(C) 10,000       SPECIFIC PROGRAM
(121) STEVE RUMMLER HOPE NETWORK
2233 UNIVERSITY AVE W STE 325
ST PAUL,MN55114 		45-2903444 501(C) 26,000       GEN OP SUPPORT
(122) SUNCOAST BASSET RESCUE INC
4142 MARINER BOULEVARD
SPRING HILL,FL34609 		59-3622646 501(C) 15,000       GEN OP SUPPORT
(123) SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET SUITE 110
FORT MYERS,FL33901 		26-2302491 501(C) 30,000       SPECIFIC PROGRAM
(124) SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR
FORT MYERS,FL33907 		59-1150488 501(C) 34,664       GEN OP SUPPORT
(125) TIDEWELL HOSPICE INC
5955 RAND BOULEVARD
SARASOTA,FL34238 		59-1911861 501(C) 7,280       GEN OP SUPPORT
(126) THE UNCOMMON FRIENDS FOUNDATION
PO BOX 811
FORT MYERS,FL33902 		65-0490124 501(C) 9,737       GEN OP / SPEC PRGM
(127) UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR
FORT MYERS,FL33908 		59-1005169 501(C) 555,777       GEN OP / SPEC PRGM
(128) UNIVERSITY OF NOTRE DAME
115 MAIN BUILDING
NOTRE DAME,IN46556 		35-0868188 501(C) 25,000       SPECIFIC PROGRAM
(129) UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTH
GREAT FALLS,MT59405 		81-0231777 501(C) 25,000       SPECIFIC PROGRAM
(130) UNIVERSITY OF WYOMING FOUNDATION
222 S 22ND STREET SOUTH
LARAMIE,WY82070 		83-0201971 501(C) 30,000       SPECIFIC PROGRAM
(131) UPAYA ZEN CENTER
1404 CERRO GORDO RD
SANTA FE,NM87501 		85-0402649 501(C) 75,000       GEN OP SUPPORT
(132) VALERIES HOUSE INC
PO BOX 1955
FORT MYERS,FL33902 		47-3701240 501(C) 82,000       GEN OP / SPEC PRGM
(133) VANGUARD CHARITABLE ENDOWMENT PROG
PO BOX 9509
WARMICK,RI02889 		23-2888152 501(C) 15,000       SPECIFIC PROGRAM
(134) ZION LUTHERAN CHURCH
7401 WINKLER RD
FORT MYERS,FL33919 		59-6473920 501(C) 15,000       GEN OP SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
133
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) 2020

Schedule I (Form 990) 2020
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 146 866,387      
(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) 2020



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
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
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 on 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 on 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) 2020

Schedule J (Form 990) 2020
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)		 300,480
-------------
  		51,516
-------------
  		28,404
-------------
  		37,845
-------------
  		7,837
-------------
  		426,082
-------------
  		28,404
-------------
 
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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 10,871 0
Schedule J (Form 990) 2020

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
2020
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 ....        
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 33 2,055,003 FMV ON DATE OF TRANSFER
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other 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
 
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 isn't 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 didn't 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) (2020)
Schedule M (Form 990) (2020)
Page 2
Part IISupplemental 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) (2020)

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
2020
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'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLLABORATORY WILL CATALYZE AND COORDINATE MASSIVE, INCLUSIVE, GRASSROOTS EFFORTS CONNECTED WITH CIVIC LEADERS ALIGNING POLICIES AND SYSTEMS SUPPORTING GREATER EQUITY AND OPPORTUNITY. USING ITS ICONIC PHYSICAL SETTING, THE RENOVATED HISTORIC ATLANTIC COAST LINE RAILROAD DEPOT IN FORT MYERS, FLORIDA AND UNLIMITED VIRTUAL SPACE FOR ENGAGEMENT, COLLABORATORY BRINGS TOGETHER ALL RESIDENTS TO DEVELOP A SHARED VISION AND COMMON GOALS FOR A BETTER FUTURE FOR ALL WHO CALL OUR REGION HOME.
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: CREATING COLLABORATORY - THE FOUNDATION CHANGED ITS NAME AND IDENTITY TO COLLABORATORY, BUILDING ON A DECADE LONG PURSUIT OF CREATING MEANINGFUL CHANGE IN SOUTHWEST FLORIDA. DEFINED REGIONALLY AS 5 DIVERSE COUNTIES FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION SPENT THE LAST 10 YEARS BUILDING TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS ISSUES AND SILOS. NOW UNDER THE BANNER OF COLLABORATORY THE FOUNDATION WILL EXPAND TO DRIVE COORDINATION AND INNOVATION CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND COMMUNITY DEVELOPMENT MODEL. THIS WORK IS HEADQUARTERED IN THE ICONIC SETTING OF THE LEED RATED RENOVATION OF THE HISTORIC TRAIN DEPOT CREATED THROUGH A PUBLIC PRIVATE PARTNERSHIP. SUPPORTING THE REGION'S NON-PROFITS THROUGH COVID - AT THE ONSET OF THE PANDEMIC COLLABORATORY DEDICATED TIME AND RESOURCES TO SUPPORTING THE NONPROFIT COMMUNITY AS IT RESPONDED TO THE IMPACT OF COVID ON THEIR ORGANIZATIONS AND THOSE THEY SERVE. COLLABORATORY FOLLOWED THE COUNCIL ON FOUNDATIONS PLEDGE TO LIFT GRANT RESTRICTIONS ON GRANT RECIPIENTS TO ALLOW ORGANIZATIONS TO DIRECT FUNDING TO THE GREATEST NEED, LED FUNDRAISING EFFORTS TO GENERATE ADDITIONAL FUNDING, CREATED SURVEYS TO IDENTIFY NONPROFITS GREATEST ORGANIZATIONAL NEEDS DURING THE PANDEMIC AND CREATED PROGRAMS AND SUPPORT SYSTEMS TO ASSIST IN BUILDING RESILIENCE. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - COLLABORATORY BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT REACHES BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. COLLABORATORY ENGAGES 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. PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION - COLLABORATORY HAS SUPPORTED 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% OF WORKING AGE ADULTS. DURING ITS NOW 6-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 AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 10 YEARS, COLLABORATORY HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT 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 COLLABORATORY 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 COLLABORATORY HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - COLLABORATORY HAS BEEN WORKING WITH ITS NONPROFIT GRANT RECIPIENTS IN A UNIQUE LEARNING NETWORK THAT SUPPORTS NONPROFIT GRANT RECIPIENTS WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY EXPERTS IN A VARIETY OF FIELDS. COLLABORATORY HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. COLLABORATORY 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 NONPROFIT MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES.
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.COLLABORATORY.ORG AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR/CANDID.
FORM 990, PART XI, LINE 9 EXPENSES ALLOCATED TO RENTAL REVENUE 130,960 INVESTMENT INCOME TO CUBAN PETE 87,971 AGENCY ADMIN FEES 58,310 AGENCY CONTRIBUTIONS, NET 8,114 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS 7,282,469 FEES FOR SERVICES FROM CUBAN PETE -30,000 FEES FOR SERVICES FROM SUPPORT ORG -7,534 AGENCY FUND INVESTMENT INCOME -276,651 EXPENSES ALLOCATED TO RENTAL REVENUE -130,960 EXPENSES ALLOCATED TO CUBAN PETE -40,000 EXPENSES ALLOCATED TO SUPPORT ORG -527,401 INVESTMENT FEES ALLOCATED TO AGENCY FD 7,973 AGENCY FUND GRANTS 102,131 RENT EXPENSE TO SUPPORT ORG 164,000 TOTAL 6,829,382
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


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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
2020
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
(2)PEDRO CUBAN PETE ENDOWMENT INC
2031 JACKSON STREET SUITE 100

FORT MYERS,FL33901
84-3583084 		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) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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
 
No
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
Yes
 
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

 L 7,534 ACTUAL COST
(2) SWFLCF SUPPORT ORGANIZATION INC

 K 164,000 RENT - COMPARABLE VALUE
(3) PEDRO (CUBAN PETE) ENDOWMENT INC

 L 30,000 ACTUAL COST



Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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) 2020

Additional Data


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