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.”

“The southwest florida community foundation mission is to cultivate regional change for the common good. Rooted in philanthropy, the foundation focuses on improving the quality of life for everyone who lives, works, learns and plays in southwest florida. The foundation does this through inspiring collective leadership, serving as a concierge of philanthropy, identifying and monitoring the foundation's work through research and outcomes, and providing capacity building grants and training to nonprofit partners. The foundation's work is inclusive and involves people from business, education, government, nonprofits, philanthropists, community leaders and residents across our five-county service area (lee, charlotte, collier, hendry and glades counties). While performing traditional community foundation activities, the foundation is developing into the community foundation for the future. It is this new philanthropic approach that led the foundation to rethink its role in the community and to take its expanded identity into consideration when seeking a new physical office space and location on the site of the atlantic coast line railroad depot, in fort myers, florida.”

“Over the past several years the foundation has embarked on new, innovative approaches to achieve its mission, such as: designing scaffolding for economic, social and environmental sustainability - everything the southwest florida community foundation does is through the lens of sustainability. It's the foundation's focus of when it grants to nonprofit organizations, and when it gathers people to discuss issues affecting the community. The foundation's 10 "cause areas" address the challenges our community faces and provides the framework to organize the foundation's efforts. The foundation's 10 cause areas are arts community & culture, community design, economy & jobs, education, health safety & animals, equity & empowerment, environment, resources for change, climate change, and philanthropy & community trust. Adapted to align with the united nations sustainable development goals, the foundation's work within the cause areas interconnect and can be traced to a larger set of goals rolling up into an overall national and international scope of measuring collective efforts on a much larger scale. Providing a portal for disaster relief funding - at the onset of hurricane irma, as it approached the southwest florida coast, the southwest florida community foundation developed a giving portal for individuals, corporations and foundations watching weather news and learning of the storm's toll on our community. In preparation, the foundation established a partnership with nonprofits to disburse funding raised to the nonprofit organizations serving the people in need. Providing collective leadership in the region - the foundation believes southwest florida's greatest challenges and opportunities require leadership that spans beyond sectors and jurisdictional boundaries. The southwest florida community foundation gathers stakeholders motivated by a common purpose, vision, and passion around finding solutions. Significant and sustainable change demands the collective action of government, education, business, philanthropists, nonprofit organizations, and residents. By providing backbone support to the futuremakers coalition, the foundation has helped this collective impact initiative to develop and measure the work of regional action teams. The goal of the coalition is to transform the workforce by increasing the number of degrees, certifications, and other high-quality credentials to 55%. During its now 5-year evolution, several new projects have been born from futuremakers partners working across counties and sectors to remove barriers for residents seeking employment, and a better life. With an equitable focus on returning adults and those without any credits toward a post-secondary credential, what began as an education focus has expanded to include elements of economic development. The coalition works to train future workforce to fill employment gaps as well as creating social mobility and helping residents find satisfying careers. Increasing services for donors - with a shift in philanthropy from legacy giving to "right now" giving inspired by philanthropic leaders such as the gates foundation, mark zuckerberg and priscilla chan and the hundreds who signed the giving pledge over the past 9 years, the foundation has adapted by working with donors on strategic philanthropic planning so that the donors can see the effects of their philanthropy during their and their family's lifetimes, as well as the important planning for endowed legacy gifts. By helping donors explore philanthropic desires and greatest community needs along with tax-wise giving, the foundation offers concierge services to donors guiding how to invest in nonprofit work in the region and beyond to reach the donors' desired outcomes. While offering family services and a variety of charitable fund types, the foundation has expanded its philanthropic options based on donor wishes. Building a stronger network of nonprofits and nonprofit leaders - the foundation has been wo”

“Expenses allocated to rental revenue 146,191 investment income to cuban pete 45 contribution to cuban pete 1,132,175 agency fund investment income 21,045 fees for services to cuban pete -15,000 fees for services to support org -7,534 expenses allocated to rental revenue -146,191 expenses allocated to cuban pete -2,965 expenses allocated to support org -525,274 investment fees allocated to agency fd 6,249 agency fund grants 68,029 pymt/chg in split int agmt & remainder / lead int values 70,008 rent expense to support org 164,000 other changes in net assets 0 total 910,778”