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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

pdfSWFLCF Annual Report12.89 MB

Financial Statements

pdfSWFLCF FYE2013 Audited Financial Statement342.13 KB

IRS Form 990

pdfSWFLCF FYE2013 IRS Form 990226.62 KB

IRS Letter of Determination

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

Governance

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

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.
pdfDAF Distribution Request Form 400

Designated Principal Fund Distribution Request Form

pdfDPF Distribution Request Form 401

Other

pdfInvestment Policy Statement - Amended 12-14-10387.07 KB

pdfAudit Committee Charter

pdfWhistle Blowers Policy

Women's Legacy Fund

The WLF's Mission is to engage women in effecting change in our community through collective philanthropy. We Inspire, Educate, Empower.

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Bonita Springs Community Fund

Established in 1997, this special fund supports the communities of the greater Bonita Springs area by providing grants to local nonprofits.

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FutureMakers: 3D Initiative

As leaders of community agencies, we know you face incredible challenges. WE WANT TO HELP YOU & YOUR ORGANIZATION SUCCEED.

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