THE SOUTHWEST FLORIDA FOUNDATION INCORPORATED: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE SOUTHWEST FLORIDA FOUNDATION INCORPORATED (EIN 65-0266046)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-01
- IRS object ID
- 201130329349201063
- Schema version
- 2009v1.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-01T13:39:44-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIEBEL HENNELLS & CARUFE PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9420 BONITA BEACH RD STE 200 | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650266046 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONITA SPRINGS AREA CHAMBER OF | BusinessNameLine1 |
| Business Name Line2 | COMMERCE FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BONI | NameControl |
| Phone | 2399922943 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25071 CHAMBER OF COMMERCE DRIVE | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE ROSS | Name |
| Title | SECRETARY | Title |
| Phone | 2399922943 | Phone |
| Date Signed | 2011-01-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT D HENNELLS CPA | Name |
| Phone | 2399926211 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.BONITASPRINGSCHAMBER.COM | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 62341 | GrossReceipts |
| Investment Income | 15750 | InvestmentIncome |
| Special Events Gross Revenue | 37919 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 7524 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 30395 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 8672 | OtherRevenueTotal |
| Total Revenue | 54817 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 5543 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 28377 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 58731 | OtherExpensesTotal |
| Total Expenses | 92651 | TotalExpenses |
| Excess Or Deficit For Year | -37834 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 358837 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -1752 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 319251 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 685393 | BOY |
| EOY | 634675 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3370 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 688763 | BOY |
| EOY | 634675 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329926 | BOY |
| EOY | 315424 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358837 | BOY |
| EOY | 319251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO ENCOURAGE THE MAKING OF GIFTS, BENEFACTIONS AND OTHER DONATIONS, BY DEED, WILL, DIRECT GIFT OR OTHERWISE FOR THE ASSISTANCE, ADVANCEMENT AND TO STRENGTHEN THE DEVELOPMENT AND GROWTH OF BONITA SPRINGS, FLORIDA AND ITS SURROUNDING AREA. THIS FOUNDATION SHALL PRIMARILY SUPPORT AND ASSIST THE BONITA SPRINGS AREA CHAMBER OF COMMERCE, INC. IN ITS COMMUNITY DEVELOPMENT ACTIVITIES. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | TO ENCOURAGE THE MAKING OF GIFTS, BENEFACTIONS AND OTHER DONATIONS, BY DEED, WILL, DIRECT GIFT OR OTHERWISE FOR THE ASSISTANCE, ADVANCEMENT AND TO STRENGTHEN THE DEVELOPMENT AND GROWTH OF BONITA SPRINGS, FLORIDA AND ITS SURROUNDING AREA. THIS FOUNDATION SHALL PRIMARILY SUPPORT AND ASSIST THE BONITA SPRINGS AREA CHAMBER OF COMMERCE, INC. IN ITS COMMUNITY DEVELOPMENT ACTIVITIES. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 100175 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 100175 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DARREN ROBERTSHAW | ||||||||
| 25071 CHAMBER OF COMMERCE DRIVE | BONITA SPRINGS | FL | 34135 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| DOUG CONGRESS | ||||||||
| 25071 CHAMBER OF COMMERCE DRIVE | BONITA SPRINGS | FL | 34135 | TREASURER | 1.00 | 0 | 0 | 0 |
| RAY FAUBION | ||||||||
| 25071 CHAMBER OF COMMERCE DRIVE | BONITA SPRINGS | FL | 34135 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| OWEN FEENEY | ||||||||
| 25071 CHAMBER OF COMMERCE DRIVE | BONITA SPRINGS | FL | 34135 | IMMEDIATE PAST CHAIR | 1.00 | 0 | 0 | 0 |
| BRIAN FARRAR | ||||||||
| 25071 CHAMBER OF COMMERCE DRIVE | BONITA SPRINGS | FL | 34135 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| CHRISTINE ROSS | ||||||||
| 25071 CHAMBER OF COMMERCE DRIVE | BONITA SPRINGS | FL | 34135 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE ROSS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25071 CHAMBER OF COMMERCE DRIVE | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2399922943 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1129 | CurrentTaxYearMinus4Years |
| Total | 1129 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89299 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62238 | CurrentTaxYear |
| Total | 475148 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116189 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89299 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62238 | CurrentTaxYear |
| Total | 476277 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 476277 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2932 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 209 | CurrentTaxYearMinus1Year |
| Current Tax Year | 103 | CurrentTaxYear |
| Total | 6074 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2932 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 209 | CurrentTaxYearMinus1Year |
| Current Tax Year | 103 | CurrentTaxYear |
| Total | 6074 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 117206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116532 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 62341 | CurrentTaxYear |
| Total | 482351 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98740 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98870 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01260 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01130 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT'S CLUB AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 37919 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 37919 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7524 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 37919 | GrossReceiptsTotal |
| Gross Revenue Total Events | 37919 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 7524 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7524 | DirectExpenseSummaryEvents |
| Net Income Summary | 30395 | NetIncomeSummary |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | Declaration |