GIVEWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GIVEWELL COMMUNITY FOUNDATION INC (EIN 59-3649871)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-14
- IRS object ID
- 201302879349300645
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-14T13:28:30-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R RAMOS CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4215 OLD ROAD 37 | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593649871 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF GREATER | BusinessNameLine1 |
| Business Name Line2 | LAKELAND INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8636833131 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 S FLORIDA AVENUE | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33803 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SIMMERS | Name |
| Title | CEO | Title |
| Phone | 8636833131 | Phone |
| Date Signed | 2013-09-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R RAMOS | Name |
| Phone | 8637017885 | Phone |
| Date Prepared | 2013-10-01 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERRY SIMMERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 S FLORIDA AVENUE | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 68406744 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CFGL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING TRREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, 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 PROVICES 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 LAKELAND 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 13409932 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18402921 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1735691 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5363682 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 295165 | OtherRevenuePriorYear |
| Other Revenue Current Year | 444271 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11969406 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24210874 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8726204 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11185145 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 397566 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 404965 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 160383 | OtherExpensePriorYear |
| Other Expenses Current Year | 568452 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9284153 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12158562 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2685253 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12052312 | RevenuesLessExpensesCY |
| Total Assets BOY | 89938377 | TotalAssetsBOY |
| Total Assets EOY | 106247738 | TotalAssetsEOY |
| Total Liabilities BOY | 4527069 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5394323 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 85411308 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 100853415 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING TRREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, 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 PROVICES 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 LAKELAND 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 11187474 | Expense |
| Grants | 11185145 | Grants |
| Description | THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, 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 LAKELAND 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 166039 | Expense |
| Description | THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, 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 LAKELAND 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 166039 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 11353513 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERRY SIMMERS | NamePerson |
| Telephone Number | 8636833131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 S FLORIDA AVENUE | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33803 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BARNEY BARNETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRENDA CRAFT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK FAGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ED GROSSMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CLAYTON HOLLIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARAH MCKAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES MCPHERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BONNIE PARKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LYLE PHILIPSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANU SAXENA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICK STEPHENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN VREELAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRUCE ABELS | ||||||
| CHAIRMAN | 1.00 | 0 | 0 | 0 | X | |
| LAURA HAWLEY | ||||||
| VICE CHAIR | 1.00 | 0 | 0 | 0 | X | |
| TERRY SIMMERS | ||||||
| PRESIDENT/CE | 40.00 | 80425 | 0 | 0 | X | |
| WALKER WILKERSON | ||||||
| SECRETARY/TR | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 80425 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 18402921 | AllOtherContributions |
| Noncash Contributions | 2056383 | NoncashContributions |
| Total Contributions | 18402921 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1713688 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1713688 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 47716290 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44066296 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3649994 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3649994 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3649994 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 573845 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 129574 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 444271 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24210874 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5363682 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11155145 | Total |
| Program Services | 11155145 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218740 | Total |
| Program Services | 82752 | ProgramServices |
| Management And General | 135988 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135948 | Total |
| Program Services | 54533 | ProgramServices |
| Management And General | 81415 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12114 | Total |
| Program Services | 4846 | ProgramServices |
| Management And General | 7268 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11126 | Total |
| Program Services | 4021 | ProgramServices |
| Management And General | 7105 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27037 | Total |
| Program Services | 10815 | ProgramServices |
| Management And General | 16222 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15448 | Total |
| Management And General | 15448 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407089 | Total |
| Management And General | 407089 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4041 | Total |
| Program Services | 4041 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30761 | Total |
| Program Services | 2838 | ProgramServices |
| Management And General | 27923 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16735 | Total |
| Program Services | 747 | ProgramServices |
| Management And General | 15988 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13271 | Total |
| Management And General | 13271 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1543 | Total |
| Management And General | 1543 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5607 | Total |
| Management And General | 5607 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14458 | Total |
| Program Services | 1446 | ProgramServices |
| Management And General | 13012 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23217 | Total |
| Program Services | 2322 | ProgramServices |
| Management And General | 20895 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9943 | Total |
| Management And General | 9943 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 14981 | 14981 | |
| MISCELLANEOUS | 10194 | 10187 | 7 |
| TAXES & LICENSES | 761 | 761 | |
| MEALS | 403 | 403 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12158562 | Total |
| Program Services | 11353513 | ProgramServices |
| Management And General | 805049 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1408173 | BOY |
| EOY | 1801027 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3126 | BOY |
| EOY | 3128 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7422941 | BOY |
| EOY | 5932620 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5934 | BOY |
| EOY | 8921 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 928929 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 110716 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 841014 | BOY |
| EOY | 818213 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80257189 | BOY |
| EOY | 97666876 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 16953 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89938377 | BOY |
| EOY | 106247738 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11740 | BOY |
| EOY | 2473 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364228 | BOY |
| EOY | 355322 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4151101 | BOY |
| EOY | 5036528 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4527069 | BOY |
| EOY | 5394323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77990502 | BOY |
| EOY | 94920795 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7420806 | BOY |
| EOY | 5932620 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85411308 | BOY |
| EOY | 100853415 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89938377 | BOY |
| EOY | 106247738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 12052312 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3389795 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13105266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12980229 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22186608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14614733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18402921 | CurrentTaxYear |
| Total | 81289757 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13105266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12980229 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22186608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14614733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18402921 | CurrentTaxYear |
| Total | 81289757 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 61735747 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19554010 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -7100882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4310002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11055653 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -2277848 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8346388 | CurrentTaxYear |
| Total | 14333313 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 95623070 | TotalSupport |
| Gross Receipts From Admissions Etc | 2287533 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.20450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.23090 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | THE COMMUNITY FOUNDATION OF GREATER LAKELAND MEETS THE "FACTS AND CIRCUMSTANCES". WE HAVE PREVIOUSLY MAINTAINED A PUBLIC SUPPORT TEST ABOVE THE 33 1/3 AND ARE STRIVING TO GET BACK TO THAT LEVEL. THE CFGL IS A YOUNG COMMUNITY FOUNDED IN LATE 1997 AND HAS EXPERIENCED RAPID ACCEPTANCE AND GROWTH IN OUR COMMUNITY. TO DATE WE HAVE OVER 200 FUNDS AND CONTINUE OUR MARKETING EFFORTS IN THE COMMUNITY TO GARNER INCREASED INVOLVEMENT. WE HAVE EXPANDED OUR BOARD AND COUNCIL TO HELP STAFF IN EXPANDING OUR COMMUNITY TO GAIN CONTRIBUTIONS AND NEW FUNDS FROM INDIVIDUALS, BUSINESSES AND AGENCIES. THIS FISCAL YEAR OVER 600 INDIVIDUALS, ORGANIZATIONS AND AGENCIES MADE CONTRIBUTIONS TO THE CFGL. WE HAVE ADDED OVER 50 NEW FUNDS THE LAST FOUR YEARS AND OUR DEVELOPMENT EFFORTS CONTINUE TO GROW AND REACH OUT TO NEW AUDIENCES. WE PUBLISH OUR ANNUAL REPORT AS AN INSERT IN THE LOCAL NEWSPAPER, SPEAK AT SERVICE CLUBS, BELONG TO ESTATE PLANNING ORGANIZATIONS, MAINTAIN AN ACTIVE WEBSITE AND FACEBOOK PAGE AND OTHER TOOLS SUCH AS DIRECT MAIL, HOSTING MEETINGS, CPE SEMINARS PROVIDING CONTINUING EDUCATION CREDITS FOR CPAS, AGENCY DAYS AND NUMBEROUS VISITS WITH POTENTIAL NEW AND EXISTING DONORS. STAFF IS ENGAGED BY BEING INVOLVED IN LOCAL SERVICE CLUBS, FUNDRAISING ORGANIZATIONS AND COMMUNITY INITIATIVES. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 165 | NumberDAFsHeld |
| Number Funds Held | 134 | NumberFundsHeld |
| Donor Advised Contributions | 20743355 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 1543571 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 5585182 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 5449962 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 70488774 | AggregateDAFValue |
| Aggregate Fund Value | 28245857 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77990502 | BeginningOfYearBalance |
| Contributions | 17901984 | Contributions |
| Investment Earnings Or Losses | 1709909 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -11023774 | GrantsOrScholarships |
| Other Expenditures | 908844 | OtherExpenditures |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74928140 | BeginningOfYearBalance |
| Contributions | 13809768 | Contributions |
| Investment Earnings Or Losses | -2169817 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -8726204 | GrantsOrScholarships |
| Other Expenditures | 148615 | OtherExpenditures |
| End Of Year Balance | 77990502 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54627985 | BeginningOfYearBalance |
| Contributions | 19430262 | Contributions |
| Investment Earnings Or Losses | 11475727 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -9587538 | GrantsOrScholarships |
| Other Expenditures | -1018296 | OtherExpenditures |
| End Of Year Balance | 74928140 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44346687 | BeginningOfYearBalance |
| Contributions | 12915888 | Contributions |
| Investment Earnings Or Losses | 4592325 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -8368811 | GrantsOrScholarships |
| Other Expenditures | 1141896 | OtherExpenditures |
| End Of Year Balance | 54627985 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 442195 | OtherCostOrOtherBasis |
| Book Value | 442195 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 408180 | OtherCostOrOtherBasis |
| Depreciation | 47621 | Depreciation |
| Book Value | 360559 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42248 | OtherCostOrOtherBasis |
| Depreciation | 30989 | Depreciation |
| Book Value | 11259 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36306 | OtherCostOrOtherBasis |
| Depreciation | 32106 | Depreciation |
| Book Value | 4200 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 818213 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD AS AGENCY ENDOWMENT | $4,640,971 |
| GRANTS PAYABLE | $395,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5036528 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 27600669 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3389795 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3389795 | RevenueNotRptdF990 |
| Revenue Subtotal | 24210874 | RevenueSubtotal |
| Total Revenue Per Form990 | 24210874 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12158562 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 12158562 | ExpensesSubtotal |
| Total Expenses Per Form990 | 12158562 | TotalExpensesPerForm990 |
Schedule F IRS990ScheduleF
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | PROGRAM SERVICE | PurposeOfGrant |
| Amount Of Cash Grant | 30000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CASH | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OVERLOOK PARK S | NameOfEvent1 |
| Gross Receipts Event1 | 100000 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 100000 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 6111 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LEWIS CANCER GO | NameOfEvent2 |
| Gross Receipts Event2 | 136616 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 136616 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 54081 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 337229 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 337229 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 69382 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 573845 | GrossReceiptsTotal |
| Gross Revenue Total Events | 573845 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 129574 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 129574 | DirectExpenseSummaryEvents |
| Net Income Summary | 444271 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||
| 72 LAKE MORTON DRIVE | LAKELAND | FL | 33801 | 1442000 | GROWTH SUPPORT |
| LAKELAND CHRISTIAN SCHOOL | |||||
| 1111 FOREST PARK STREET | LAKELAND | FL | 33801 | 755420 | OPERATIONS |
| FLORIDA SOUTHERN COLLEGE | |||||
| 111 LAKE HOLLINGSWORTH DRIVE | LAKELAND | FL | 33803 | 671364 | GENERAL OPERATIONS |
| FLORIDA AQUARIUM INC | |||||
| 701 CHANNELSIDE DRIVE | TAMPA | FL | 33602 | 500000 | GENERAL OPERATIONS |
| LAKELAND VOLUNTEERS IN MEDICINE INC | |||||
| 1201 LAKELAND HILLS BLVD | LAKELAND | FL | 33805 | 328714 | GENERAL CONTRIBUTION |
| GENEVA CLASSICAL ACADEMY INC | |||||
| 4204 LAKELAND HIGHLANDS ROAD | LAKELAND | FL | 33813 | 300000 | OPERATIONS |
| THE SALVATION ARMY | |||||
| 830 N MASSACHUSETS AVENUE | LAKELAND | FL | 33801 | 283540 | GENERAL CONTRIBUTION |
| TALBOT HOUSE MINISTRIES INC | |||||
| 814 N KENTUCKY AVENUE | LAKELAND | FL | 33801 | 265261 | GENERAL OPERATIONS |
| NEWSPAPER WITH A HEART FUND | |||||
| PO BOX 408 | LAKELAND | FL | 33802 | 255750 | GENERAL CONTRIBUTION |
| MOTE MARINE LABORATORY | |||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | 250000 | OPERATIONS |
| STETSON UNIVERSITY | |||||
| 1401 61ST STREET | ST PETERSBURY | FL | 33701 | 250000 | GENERAL |
| ACHIEVEMENT ACADEMY | |||||
| 716 BELLA VISTA STREET | LAKELAND | FL | 33805 | 232000 | GENERAL OPERATIONS |
| ALLIANCE FOR INDEPENDENCE INC | |||||
| 1038 SUNSHINE DRIVE EAST | LAKELAND | FL | 33801 | 212500 | OPERATIONS |
| FLORIDA METHODIST FOUNDATION | |||||
| 450 W MLK DR AVENUE | LAKELAND | FL | 33801 | 200000 | 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 | 180910 | VARIOUS PROGRAMS |
| LIGHTHOUSE MINISTRIES INC | |||||
| 519 N KENTUCKY AVENUE | LAKELAND | FL | 33801 | 168250 | GENERAL OPERATIONS |
| LAKE WALES CARE CENTER | |||||
| 140 E PARK AVENUE | LAKE WALES | FL | 33853 | 150500 | GENERAL OPERATIONS |
| POLK THEATRE INC | |||||
| 121 S FLORIDA AVENUE | LAKELAND | FL | 33801 | 148500 | ANNUAL CAMPAIGN |
| TIAN VICA RIDING ACADEMY INC | |||||
| 3380 FLORIDA 60 | BARTOW | FL | 33830 | 147292 | GENERAL OPERATIONS |
| POLK MUSEUM OF ART | |||||
| 800 E PALMETTO STREET | LAKELAND | FL | 33801 | 133200 | ANNUAL CONTRIBUTION |
| VISTE | |||||
| 1232 E MAGNOLIA | LAKELAND | FL | 33801 | 128550 | ANNUAL CAMPAIGN |
| HABITAT FOR HUMANITY | |||||
| 1317 GEORGE JENKINS BLVD | LAKELAND | FL | 33815 | 126846 | HOUSE SPONSOR |
| CITY OF LAKELAND | |||||
| 228 S MASSACHUSETTS AVENUE | LAKELAND | FL | 33801 | 122500 | HOLLIS GARDENS MAINT |
| PARKER STREET MINISTRIES INC | |||||
| 719 N MASSACHUSETTS AVENUE | LAKELAND | FL | 33801 | 119500 | GENERAL OPERATIONS |
| ST DAVID'S EPISCOPAL CHURCH | |||||
| 145 EDGEWOOD DRIVE | LAKELAND | FL | 33801 | 100114 | GENERAL DISTRIBUTION |
| 2012 TAMPA BAY HOST COMMITTEE INC | |||||
| 401 CHANNELSIDE DRIVE | TAMPA | FL | 33602 | 100000 | OPERATIONS |
| CRYSTAL SPRINGS FOUNDATION | |||||
| 1609 CRYSTAL SPRINGS PRESERVE | CRYSTAL SPRINGS | FL | 33524 | 100000 | OPERATIONS |
| DESIRE STREET MINISTRIES | |||||
| PO BOX 1328 | DECATUR | GA | 30031 | 100000 | STRATEGIC PARTNERSHI |
| SOUTHEASTERN GUIDE DOGS | |||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | 100000 | GENERAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 310 | TotalNbrOf501C3AndGovtGrants |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2056383 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING TRREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, 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 PROVICES 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 LAKELAND 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. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | THE COMMUNITY FOUNDATION EMBRACES AN UMBRELLA CONCEPT. ITS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF GREATER LAKELAND. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE LAKELAND AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR CITY, 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 LAKELAND 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. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS PROVIDED TO BOARD MEMBERS EITHER AT A MEETING OR VIA EMAIL. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO - SELF ASSESSMENT AND ASSESSMENT FROM THE BOARD MEMBERS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST |