SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC

FORT MYERS, FL, 33901-3627 (239) 274-5900 Est. 1976 EIN 59-6580974
T31Z - Philanthropy & Grantmaking 990 - Public charity return 501(c)(3)
www.floridacommunity.com

Mission

SEE SCHEDULE OCOLLABORATORY IS A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED TO COORDINATING THE SOLVING OF SOUTHWEST FLORIDA'S MAJOR SOCIAL PROBLEMS BY 2040. SINCE OUR FOUNDING IN 1976, WE HAVE BEEN SUPPORTING LOCAL CAUSES AND NONPROFIT WORK, BUT UNFORTUNATELY, MANY OF OUR SOCIAL ISSUES CONTINUE TO STAY THE SAME OR GET WORSE. WE BELIEVE STRONGLY IN THE TRADITIONAL WORK WE DO BUT ARE ALSO COMMITTED TO MAKING A DEEPER IMPACT GOING TO THE ROOT CAUSE OF THE SOCIAL ISSUES PLAGUING OUR REGION. WE ARE A COMMUNITY FOUNDATION WITH OVER $100 MILLION GRANTED OVER THE YEARS, JOINED WITH A MUCH LARGER EFFORT IN COMMUNITY LEADERSHIP. BY BRINGING PEOPLE TOGETHER, WE'RE TACKLING THE ROOT CAUSE AND UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY.

Giving Portfolio

Total Grants
920
Total Giving
$36.4M
Recipients
890
Years Active
2018 - 2024
Avg grant: $39,957 Median: $15,234

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
2024166$5.2M $31K37123
2023171$5.8M $34K45117
2022152$9.1M $60K5096
2021135$5.3M $39K4186
2020134$5.8M $43K6073
2018162$5.1M $32K1620

Sectors Funded

Human Services
108
Animal-Related
97
Arts, Culture & Humanities
75
Health Care
61
Philanthropy & Grantmaking
59
Education
55
Religion-Related
23
Youth Development
21
and 15 more sectors

Top States

Florida
725
Illinois
15
North Carolina
15
New York
15
Ohio
14
Michigan
13
District of Columbia
11
Virginia
11
and 29 more states

Grantee Size Profile

$1M - $5M
160
Over $50M
126
$100K - $500K
123
$10M - $50M
112
$500K - $1M
68
$5M - $10M
58
Under $100K
33

Top Grantees

Page 1 of 3
$4.3M
MISC GRANTS 5000 AND UNDER
FL - 3 grants
$1.2M
$1.2M
FL - 2 grants
$770K
FIRST PREBYTERIAN CHURCH OF BONITA
FL - 2 grants
$748K
$733K
$525K

Grants Awarded · 854 grants

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Financials

Total Revenue
$31,414,260
Total Expenses
$19,680,699
Net Assets
$174,887,249
38 employees 231 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
8.9 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 11.7%
Expenses ↑ 13.8%
Revenue Sources
Contributions 68.4% Investment 32.4%
Expense Breakdown
Program 80.9% Management 15.0% Fundraising 4.0%

Officers & Trustees (23)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$31,414,260 ↑$19,680,699$174,887,249
2023 990 - Public charity return
Jul 1, 2023 to Jun 30, 2024
$28,118,994 ↑$17,300,901$155,080,610
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$21,592,217 ↑$16,701,607$144,693,885
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$16,558,924 ↓$11,409,603$128,706,595
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$17,799,065 ↓$11,228,850$157,422,459
2018 990 - Public charity return
Jul 1, 2018 to Jun 30, 2019
$21,503,920 $9,710,207$120,275,869

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EIN: 59-6580974 · Source: IRS Form 990 e-file data