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 downlaoded and installed from the Adobe website.
Annual Reports
- SWFLCF Annual Report_2008-2009.pdf (25.1 MB .pdf)
- SWFLCF Annual Report_2007-2008.pdf (3.3 MB .pdf)
- SWFLCF Annual Report_2006-2007.pdf (872.8 KB .pdf)
- SWFLCF Annual Report_2005-2006.pdf (2.0 MB .pdf)
Financial Statements
Southwest Florida Community Foundation's financial statements.
- SWFLCF FY2009 Audited Financial Statements.pdf (734.9 KB .pdf)
- SWFLCF FY2008 Audited Financial Statements.pdf (3.2 MB .pdf)
IRS Form 990
Southwest Florida Community Foundation's IRS Form 990.
- SWFLCF FY2009 IRS Form 990.pdf (2.4 MB .pdf)
- SWFLCF FY2008 IRS Form 990.pdf (1.4 MB .pdf)
IRS LETTER OF DETERMINATION
A copy of SWFLCF's IRS Letter of Determination as a 501(c)(3) tax exempt public charity is available below.
- SWFLCF IRS Determination Letter.pdf (48.5 KB .pdf)
Investment Policy Summary
- SWFLCF Investment Policy Summary.pdf (10.0 KB .pdf)
Governance
Our By-laws and Conflict of Interest Statement.
- SWFLCF Bylaws amended and approved 6-8-2010.pdf (102.0 KB .pdf)
- SWFLCF Conflict of Interest Statement.pdf (43.5 KB .pdf)
Foundation Fund Minimums and Fees
SWFLCF fund minimums and 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.) Submit requests by the first Tuesday of the month.
- DAF Distribution Request Form 400 (012010).pdf (119.9 KB .pdf)