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
Financial Statements
SWFLCF FYE2011 Audited Financial Statement
Audit Committee Charter
IRS Form 990
IRS Letter of Determination
SWFLCF IRS Determination Letter.pdf (48.5 KB .pdf)
Governance
SWFLCF Bylaws amended and approved 6-14-2011SWFLCF 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
