Financial & Other Documents

Various forms and statements are available below as PDF downloads. You may also request that documents be mailed to you. Simply contact the Community Foundation at 239-274-5900.

To view these PDF documents, you must have the most recent version of Adobe Reader installed on your computer. This is free software that can be downloaded and installed from the Adobe website.

Annual Report

SWFLCF Annual Report

Financial Statements

SWFLCF FYE2012 Audited Financial Statement344.89 KB

IRS Form 990

SWFLCF FYE2011 IRS Form 990226.62 KB

IRS Letter of Determination

SWFLCF IRS Determination Letter.pdf (48.5 KB .pdf)

Governance

SWFLCF Bylaws amended and approved 6-14-2011
SWFLCF Conflict of Interest Statement
SWFLCF Confidentiality Policy

Foundation Funds Minimum Fees 

Fund Minimums_Fees.pdf (36.6 KB .pdf)

  Donor-Advised Fund Distribution Request Form    

A signed Grant Recommendation (Distribution Request) Form must be submitted, either via fax, email or postal mail, for all requested distributions from a donor-advised fund. (Please note "Requests that do not meet IRS regulations" on page 2 of the form.) Information on the Distribution Request Form may be typed in to ensure accuracy.  Submit requests by the first Tuesday of the month.
DAF Distribution Request Form 400

Designated Principal Fund Distribution Request Form

DPF Distribution Request Form 401

Other

Investment Policy Statement - Amended 12-14-10387.07 KB

Audit Committee Charter

Whistle Blowers Policy