2016-10-14T09:21:53-05:00 2016-06-30 593041038 DAVID R RAMOS CPA 4215 OLD ROAD 37 LAKELAND FL 33813 990 2015-07-01 593649871 GIVEWELL COMMUNITY FOUNDATION INC GIVE 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 TERRY SIMMERS PRESIDENT/CEO 8636833131 2016-10-13 true DAVID R RAMOS CPA P00372273 8637017885 2016-10-14 X 2015 2017-02-10 21:41:12Z TERRY SIMMERS 1501 S FLORIDA AVENUE LAKELAND FL 33803 25272698 false X HTTP://WWW.GIVECF.ORG X 2000 FL WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. 25 25 7 56 0 17645432 22402221 0 3330961 3236641 -658900 -619519 20317493 25019343 11656714 16119466 0 455424 527464 0 0 636006 706958 12748144 17353888 7569349 7665455 137816478 146109729 7375070 9839249 130441408 136270480 X WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. false false 16373333 16119466 THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF POLK COUNTY. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE THE COMMUNITY AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR COMMUNITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS. 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH POLK COUNTY IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. 34342 WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. 34342 16407675 true true false false false true false false false true true false false false true false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 2 0 7 true false false false false false true true false false false false false false false X 25 25 false false false false false false false true true false false true true true false true true true false false X X TERRY SIMMERS 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 SARAH MCKAY DIRECTOR 1.00 X 0 0 0 LYLE PHILIPSON DIRECTOR 1.00 X 0 0 0 JOHN VREELAND DIRECTOR 1.00 X 0 0 0 BONNIE PARKER DIRECTOR 1.00 X 0 0 0 BARNEY BARNETT EXEC COMMITT 1.00 X 0 0 0 ED GROSSMAN DIRECTOR 1.00 X 0 0 0 RICK STEPHENS DIRECTOR 1.00 X 0 0 0 JAMES E CHAFFIN DIRECTOR 1.00 X 0 0 0 JEFFREY COX SR DIRECTOR 1.00 X 0 0 0 CAROL SHIRA DIRECTOR 1.00 X 0 0 0 TIM PUTNAM JR DIRECTOR 1.00 X 0 0 0 GARY PRICE DIRECTOR 1.00 X 0 0 0 BILL DORMAN DIRECTOR 1.00 X 0 0 0 LINDA RICH DIRECTOR 1.00 X 0 0 0 ROBIN GIBSON DIRECTOR 1.00 X 0 0 0 MARK TURNER DIRECTOR 1.00 X 0 0 0 JAY GRAY DIRECTOR 1.00 X 0 0 0 ANNE FURR DIRECTOR 1.00 X 0 0 0 KEVIN HENNESSEY DIRECTOR 1.00 X 0 0 0 ROGER INGLEY DIRECTOR 1.00 X 0 0 0 TERRY SIMMERS PRESIDENT/CE 40.00 X 95700 0 0 BRUCE ABELS IMMEDIATE PA 1.00 X 0 0 0 LAURA HAWLEY SECRETARY 1.00 X 0 0 0 WALKER WILKERSON TREASURER 1.00 X 0 0 0 CLAYTON HOLLIS CHAIRMAN 1.00 X 0 0 0 SUZANNE MORACO VICE CHAIRMA 1.00 X 0 0 0 95700 false false false 22402221 14262325 22402221 3236641 3236641 373951 253355 120596 CONTR APPLIC TO AGENCY FUNDS -740115 -740115 -740115 25019343 2496526 16119466 16119466 102791 92512 10279 328167 123287 204880 16853 8089 8764 45291 3649 41642 34362 16494 17868 11594 11594 16090 16090 431928 431928 62353 62353 45044 34342 10702 36618 2882 33736 21055 1053 20002 19990 19990 4977 4977 10715 10715 DUES & SUBSCRIPTIONS 31663 31663 MISCELLANEOUS 8732 5901 2831 MEETINGS 5713 5713 TAXES & LICENSES 486 486 17353888 16407675 946213 0 8616393 6085805 5715113 4607199 36098 62780 982714 146048 813374 836666 122615638 134495126 19862 22153 137816478 146109729 1720 17166 7373350 9822083 7375070 9839249 X 124726295 131663281 5715113 4607199 130441408 136270480 137816478 146109729 7665455 -1836383 X false false X 14614733 18402921 18912680 16487452 22402221 90820007 14614733 18402921 18912680 16487452 22402221 90820007 54932584 35887423 -2277848 8346388 13938102 3330961 3236641 26574244 117394251 2870477 0.30570 0.23570 X GIVEWELL COMMUNITY FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES". WE STRIVE TO MAINTAIN A PUBLIC SUPPORT TEST ABOVE 33 1/3; THIS YEAR WE ARE CLOSE AT 30.57% BRINGING OUR FIVE YEAR AVERAGE UP TO 24.9%. IN 2014, THE DECISION WAS MADE TO COMBINE COUNTY RESOURCES AND CHANGE OUR NAME TO GIVEWELL COMMUNITY FOUNDATION WHICH ENCOMPASSES THE COUNTIES OF POLK, HARDEE, AND HIGHLANDS. TO DATE WE HAVE 260 FUNDS WHICH ARE ESTABLISHED BY INDIVIDUALS, FAMILIES, ORGANIZATIONS, CORPORATIONS, AND LOCAL MUNICIPALITIES FOR CHARITABLE GIVING. DURING THIS FISCAL YEAR 16.1M WAS GRANTED OUT TO 484 ORGANIZATIONS AND SINCE INCEPTION TWENTY YEARS AGO THIS ORGANIZATION HAS GRANTED OUT MORE THAN 136M. FOCUS IS CONTINUALLY ON MARKETING THE COMMUNITY FOUNDATION; TEACHING OPPORTUNITIES ARE ALWAYS SUPPORTED TO COMMUNICATE TO MILLENIALS AND SECOND GENERATION WEALTH. DONOR EASE IS ALSO AT THE FOREFRONT OF OUR INTERNAL PROCESSES AND WE IMPLEMENTED A "GIVECARD" TO PROVIDE GIVING AND GIVEWELL NAME RECOGNITION. GIVEWELL STAFF IS INVOLVED IN OUR COMMUNITIES; ATTENDING CHAMBER MEETINGS AND EVENTS; ACTIVE PARTICIPATION IN LOCAL SERVICE CLUBS, PROFESSIONAL ORGANIZATIONS AND COMMUNITY INITIATIVES AS WELL AS REGULARLY VISITING NON-PROFIT ORGANIZATIONS LOCATED IN OUR COUNTIES. PART II, LINE 17A GIVEWELL COMMUNITY FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES". WE STRIVE TO MAINTAIN A PUBLIC SUPPORT TEST ABOVE 33 1/3; THIS YEAR WE ARE CLOSE AT 30.57% BRINGING OUR FIVE YEAR AVERAGE UP TO 24.9%. IN 2014, THE DECISION WAS MADE TO COMBINE COUNTY RESOURCES AND CHANGE OUR NAME TO GIVEWELL COMMUNITY FOUNDATION WHICH ENCOMPASSES THE COUNTIES OF POLK, HARDEE, AND HIGHLANDS. TO DATE WE HAVE 260 FUNDS WHICH ARE ESTABLISHED BY INDIVIDUALS, FAMILIES, ORGANIZATIONS, CORPORATIONS, AND LOCAL MUNICIPALITIES FOR CHARITABLE GIVING. DURING THIS FISCAL YEAR 16.1M WAS GRANTED OUT TO 484 ORGANIZATIONS AND SINCE INCEPTION TWENTY YEARS AGO THIS ORGANIZATION HAS GRANTED OUT MORE THAN 136M. FOCUS IS CONTINUALLY ON MARKETING THE COMMUNITY FOUNDATION; TEACHING OPPORTUNITIES ARE ALWAYS SUPPORTED TO COMMUNICATE TO MILLENIALS AND SECOND GENERATION WEALTH. DONOR EASE IS ALSO AT THE FOREFRONT OF OUR INTERNAL PROCESSES AND WE IMPLEMENTED A "GIVECARD" TO PROVIDE GIVING AND GIVEWELL NAME RECOGNITION. GIVEWELL STAFF IS INVOLVED IN OUR COMMUNITIES; ATTENDING CHAMBER MEETINGS AND EVENTS; ACTIVE PARTICIPATION IN LOCAL SERVICE CLUBS, PROFESSIONAL ORGANIZATIONS AND COMMUNITY INITIATIVES AS WELL AS REGULARLY VISITING NON-PROFIT ORGANIZATIONS LOCATED IN OUR COUNTIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112 148 31861 true true 7879133 1585617 39168 -682243 -205354 8616321 8931133 412726 145754 -1366330 -244150 7879133 100853415 19179673 13533412 -9712962 -114922405 8931133 85411308 18567257 9009676 -10873774 -1261052 100853415 74928140 21230574 -2169817 -8726204 148615 85411308 false false 442195 442195 408180 68030 340150 61136 39586 21550 71203 38432 32771 836666 FUNDS HELD AS AGENCY ENDOWMENT 7622083 GRANTS PAYABLE 2200000 9822083 22751032 -1836383 -1836383 24587415 431928 431928 25019343 16921960 16921960 431928 431928 17353888 LEWIS CANCER FA 144474 144474 58762 FRIENDS OF LAKE 29420 29420 3667 7 200057 200057 190926 373951 373951 253355 253355 120596 true FIRST UNITED METHODIST CHURCH 72 LAKE MORTON DRIVE LAKELAND FL 33801 736904 GROWTH SUPPORT FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DRIVE LAKELAND FL 33803 891450 GENERAL OPERATIONS EMORY UNIVERSITY 201 DOWMAN DRIVE ATLANTA GA 30322 251000 OPERATIONS LAKELAND REGIONAL HEALTH FNDN 1324 LAKELAND HILLS LAKELAND FL 33805 77020 GENERAL CONTRIBUTION THE SALVATION ARMY 830 N MASSACHUSETTS AVE LAKELAND FL 33801 127311 GENERAL OPERATIONS ALL SAINTS ACADEMY 5001 FLORIDA 540 WINTER HAVEN FL 33880 171568 GENERAL CONTRIBUTION MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 602000 OPERATIONS STETSON UNIVERSITY 1401 61ST STREET ST PETERSBURY FL 33701 650000 GENERAL FLORIDA METHODIST FOUNDATION 450 W MLK DR AVENUE LAKELAND FL 33801 200100 TOGETHER CAMPAIGN EARLY CHILDHOOD INITIATIVE INC 3250 SW 3 AVENUE 6TH FLOOR MIAMI FL 33129 190000 VARIOUS PROGRAMS UNITED WAY OF CENTRAL FLORIDA PO BOX HIGHLAND CITY FL 33846 191313 VARIOUS PROGRAMS LIGHTHOUSE MINISTRIES INC 519 N KENTUCKY AVENUE LAKELAND FL 33801 66500 GENERAL OPERATIONS PARKER STREET MINISTRIES INC 719 N MASSACHUSETTS AVENUE LAKELAND FL 33801 68837 GENERAL OPERATIONS ST DAVID'S EPISCOPAL CHURCH 145 EDGEWOOD DRIVE LAKELAND FL 33801 91027 GENERAL DISTRIBUTION DESIRE STREET MINISTRIES PO BOX 1328 DECATUR GA 30031 150000 STRATEGIC PARTNERSHI VOLUNTEERS IN SERVICE TO ELDERLY 1232 E MAGNOLIA STREET LAKELAND FL 33801 84545 GENERAL SUPPORT FLORIDA POLYTECHNIC UNIV FOUNDATION 4700 RESEARCH WAY LAKELAND FL 33805 1149560 SCHOLARSHIPS GENEVA CLASSICAL ACADEMY 4204 LAKELAND HIGHLANDS ROAD LAKELAND FL 33813 100000 TUITION SCHOLARSHIPS CATAPULT LAKELAND INC 331 S FLORIDA AVENUE LAKELAND FL 33801 2205000 GENERAL OPERATIONS CITY OF LAKELAND PARKS AND REC DEPT 228 S MASSACHUSETTS AVENUE LAKELAND FL 33801 2000000 BARNETT DA FUND PEACE RIVER CENTER 1239 EAST MAIN STREET BARTOW FL 33830 354295 OPERATIONS COMMUNITY FOUNDATION OF SARASOTA CO 2635 FRUITVILLE ROAD SARASOTA FL 34237 100000 LONGBOAT KEY FOUNDAT POLK STATE COLLEGE FOUNDATION INC 3425 WINTER LAKE RD LAKELAND FL 33803 90860 SCHOLARSHIPS CITRUS CENTER BOYS & GIRLS CLUBS 2400 HAVENDALE BLVD NW WINTER HAVEN FL 33881 88549 OPERATIONS HEART OF FLORIDA UNITED WAY 1940 TRAYLOR BLVD ORLANDO FL 32804 85000 VARIOUS PROGRAMS UNITED WAY OF CITRUS COUNTY 1205 NE 5TH ST CRYSTAL RIVER FL 34429 85000 VARIOUS PROGRAMS UNITED WAY OF ESCAMBIA COUNTY 1301 W GOVERNMENT ST PENSACOLA FL 32502 85000 VARIOUS PROGRAMS UNITED WAY OF LEE HENDRY GLADES 7273 CONCOURSE DRIVE FORT MYERS FL 33908 85000 VARIOUS PROGRAMS UNITED WAY OF SUWANNEE VALLEY 325 NE HERNANDO AVE LAKE CITY FL 32055 85000 VARIOUS PROGRAMS FAITH IN ACTION OF NORTH LAKELAND 1123 OMOHUNDRO AVE LAKELAND FL 33805 81945 HELPING HAND FEEDING BARBARA BUSH FOUNDATION FOR FAMILY 516 NORTH ADAMS ST TALLAHASSEE FL 32301 75000 OPERATIONS LAKE WALES CARE CENTER 140 E PARK AVE LAKE WALES FL 33853 68571 CARE PLAN PROGRAM 32 X 17 2023262 X 4 12239063 false false false FORM 990, PAGE 1, PART I, LINE 6 BOARD MEMBERS AND COMMITTEES ARE ALL VOLUNTEER. FORM 990, PAGE 2, PART III, LINE 4A REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. FORM 990, PAGE 2, PART III, LINE 4D WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PROVIDED TO BOARD MEMBERS EITHER AT A MEETING OR VIA EMAIL. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO - SELF ASSESSMENT AND ASSESSMENT FROM THE BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.