Southwest Florida Community Foundation Inc.

“An independent certified public accountant reviews the form with the board of trustees' audit committee prior to filing.”

“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.”

“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.”

“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.”

“The foundation's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. In addition, the foundation's financial statements are made available through the foundation's website at www.floridacommunity.com and through an electronic database known as guidestar.”

“Organization's mission is to cultivate regional change for the common good. The most significant activities include convening and facilitating diverse networks of regional stakeholders (philanthropy, business, non profit, education, government) who together explore regional challenges and opportunities and then design, fund and execute innovative initiatives and projects with nonprofit partners that bring needed change to our region. The foundation works with all kinds of donors interested in philanthropic giving with an eye on sustainable giving through endowed funds or current funds aimed at creating a stronger community and better quality of life for everyone.”

“College degrees, certificates and other high-quality credentials from 27 to 40 percent by 2025 throughout charlotte, collier, glades, hendry and lee counties. The coalition is committed to creating a cradle-to-career pathway to ensure success for traditional students and adult learners. The florida fellows initiative is a partnership with the university of florida's college of journalism and communications. The florida fellows are assigned to one of the nonprofit organizations funded through the foundation's annual community impact grants. The fellows will assist the nonprofit leadership in developing messaging and stories of those who are benefiting from the grant. Family literacy yes (fly) is a barbara bush foundation family literacy program collaboratively implemented by the quality of life center and the dunbar community school supported by the foundation. It serves low income families by subsidizing the cost of early childhood education for their children ages 3-5 and the cost for parents attending english language or ged courses. Fly also includes teacher-facilitated intergenerational learning time to support parents in becoming their children's first teachers in reading and to provide space for parents and children to read and learn together.”

“(a) non-profit capacity-building and partnerships, including the year-long community impact grant tribes; (b) educational programs for community stakeholders, including donors and professional advisors; (c) implementation of a community sustainability plan established for lee county; (d) community leadership and convener services; (e) public-private partnerships; (f) establishment of satellite offices throughout the region; (g) promote community awareness around transportation, community design, and access to services; (h) support programs to connect young professionals to the community; (i) raise awareness and highlight best practices of partner organizations; and (j) art exhibition”

“Agency funds income -97,903 agency fund contributions -47,000 allocated to partner support -483,193 pymt/chg in split int agmt & remainder / lead int values -153,592 investment fees allocated to agency funds 7,686 agency fund grants 567,203 allocated to partner support 483,193 grant to supporting organization 569,605 total 845,999”