2013-10-14T13:28:30-05:00 2013-06-30 DAVID R RAMOS CPA 4215 OLD ROAD 37 LAKELAND FL 33813 990 2012-07-01 593649871 COMMUNITY FOUNDATION OF GREATER LAKELAND INC COMM 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 TERRY SIMMERS 8636833131 2013-09-30 true DAVID R RAMOS 8637017885 2013-10-01 X 2012 2015-11-30 17:44:51Z TERRY SIMMERS 1501 S FLORIDA AVENUE LAKELAND FL 33803 68406744 false X CFGL.ORG X 2000 FL 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. 15 15 6 0 13409932 18402921 0 -1735691 5363682 295165 444271 11969406 24210874 8726204 11185145 0 397566 404965 0 0 160383 568452 9284153 12158562 2685253 12052312 89938377 106247738 4527069 5394323 85411308 100853415 X 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. false false 11187474 11185145 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. 166039 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. 166039 11353513 true true false false false true false false false true true false false false true false true false false false false true 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 0 0 6 true false false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false true true true true true false true true true false false X X TERRY SIMMERS 8636833131 1501 S FLORIDA AVENUE LAKELAND FL 33803 BARNEY BARNETT 1.00 X 0 0 0 BRENDA CRAFT 1.00 X 0 0 0 PATRICK FAGAN 1.00 X 0 0 0 ED GROSSMAN 1.00 X 0 0 0 CLAYTON HOLLIS 1.00 X 0 0 0 SARAH MCKAY 1.00 X 0 0 0 CHARLES MCPHERSON 1.00 X 0 0 0 BONNIE PARKER 1.00 X 0 0 0 LYLE PHILIPSON 1.00 X 0 0 0 ANU SAXENA 1.00 X 0 0 0 RICK STEPHENS 1.00 X 0 0 0 JOHN VREELAND 1.00 X 0 0 0 BRUCE ABELS 1.00 X 0 0 0 LAURA HAWLEY 1.00 X 0 0 0 TERRY SIMMERS 40.00 X 80425 0 0 WALKER WILKERSON 1.00 X 0 0 0 80425 false false false 18402921 2056383 18402921 1713688 1713688 47716290 44066296 3649994 3649994 3649994 573845 129574 444271 24210874 5363682 11155145 11155145 30000 30000 218740 82752 135988 135948 54533 81415 12114 4846 7268 11126 4021 7105 27037 10815 16222 15448 15448 407089 407089 4041 4041 30761 2838 27923 16735 747 15988 13271 13271 1543 1543 5607 5607 14458 1446 13012 23217 2322 20895 9943 9943 DUES & SUBSCRIPTIONS 14981 14981 MISCELLANEOUS 10194 7 10187 TAXES & LICENSES 761 761 MEALS 403 403 12158562 11353513 805049 0 1408173 1801027 3126 3128 7422941 5932620 5934 8921 928929 110716 841014 818213 80257189 97666876 16953 89938377 106247738 11740 2473 364228 355322 4151101 5036528 4527069 5394323 X 77990502 94920795 7420806 5932620 85411308 100853415 89938377 106247738 12052312 3389795 X true X true X true false X 13105266 12980229 22186608 14614733 18402921 81289757 13105266 12980229 22186608 14614733 18402921 81289757 61735747 19554010 -7100882 4310002 11055653 -2277848 8346388 14333313 95623070 2287533 0.20450 0.23090 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165 134 20743355 1543571 5585182 5449962 70488774 28245857 true true 77990502 17901984 1709909 -11023774 908844 74928140 13809768 -2169817 -8726204 148615 77990502 54627985 19430262 11475727 -9587538 -1018296 74928140 44346687 12915888 4592325 -8368811 1141896 54627985 false false 442195 442195 408180 47621 360559 42248 30989 11259 36306 32106 4200 818213 FUNDS HELD AS AGENCY ENDOWMENT 4640971 GRANTS PAYABLE 395557 5036528 27600669 3389795 3389795 24210874 24210874 12158562 12158562 12158562 PROGRAM SERVICE 30000 CASH 1 false false false false false false OVERLOOK PARK S 100000 100000 6111 LEWIS CANCER GO 136616 136616 54081 7 337229 337229 69382 573845 573845 129574 129574 444271 true 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 310 X 8 2056383 false false false 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