2024-10-29T13:58:04-04:00 2024-03-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2023-04-01 383881140 SHADOW WOOD CHARITABLE FOUNDATION INC SHAD 4436041777 24600 S TAMIAMI TRAIL SUITE 212 BONITA SPRINGS FL 34134 ERIC GANZ TREASURER 4436041777 2024-08-30 true true MARC WHITFIELD CPA P00125986 2394331002 2024-09-20 2023 2024-10-15 13:58:12Z NORMAN WELLS 24600 S TAMIAMI TRAIL STE 212 BONITA SPRINGS FL 34134 2020990 false X WWW.SHADOWWOODCHARITABLEFOUNDATION.ORG X 2012 FL SHADOW WOOD CHARITABLE FOUNDATION, INC. IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. THE FOUNDATION RAISES FUNDS AND DISTRIBUTES THEM TO SECTION 501 (C)(3) CHARITIES THAT SERVE THOSE RESIDENTS THROUGH SOCIAL SERVICE PROGRAMS. IT ALSO HAS SCHOLARSHIP AWARD AND EMERGENCY RELIEF PROGRAMS FOR THE BENEFIT OF EMPLOYEES, AND FAMILIES OF EMPLOYEES, OF SHADOW WOOD COUNTRY CLUB AND SHADOW WOOD COMMUNITY ASSOCIATION, AND A SCHOLARSHIP PROGRAM FOR THE BENEFIT OF GRADUATING SENIORS OF TWO LOCAL HIGH SCHOOLS. 9 9 0 100 0 1543110 1389296 0 1937 13955 97267 109573 1642314 1512824 1535351 1337700 0 0 0 7212 34678 37905 1570029 1375605 72285 137219 503357 628042 28560 16026 474797 612016 X SHADOW WOOD CHARITABLE FOUNDATION, INC. IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. THE FOUNDATION RAISES FUNDS AND DISTRIBUTES THEM TO SECTION 501 (C)(3) CHARITIES THAT SERVE THOSE RESIDENTS THROUGH SOCIAL SERVICE PROGRAMS. IT ALSO HAS SCHOLARSHIP AWARD AND EMERGENCY RELIEF PROGRAMS FOR THE BENEFIT OF EMPLOYEES, AND FAMILIES OF EMPLOYEES, OF SHADOW WOOD COUNTRY CLUB AND SHADOW WOOD COMMUNITY ASSOCIATION, AND A SCHOLARSHIP PROGRAM FOR THE BENEFIT OF GRADUATING SENIORS OF TWO LOCAL HIGH SCHOOLS. false false 1337698 1337700 THE FOUNDATION IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. DURING THE YEAR ENDED MARCH 31, 2024, THE FOUNDATION MADE GRANTS IN EXCESS OF 1,300,000 TO 14 CHARITABLE ORGANIZATIONS SERVING THOSE RESIDENTS. SEE SCHEDULE I FOR THE NAMES OF EACH OF THE CHARITIES RECEIVING GRANTS IN EXCESS OF 5,000 FROM THE FOUNDATION IN THE YEAR ENDED MARCH 31, 2024, AND THE AMOUNT RECEIVED BY EACH OF THOSE CHARITIES. 1337698 true true false false false false false false false false false false false false false true false false false false false false false false true true false true false false false false false false false false false false true false false false false false false false false true 0 0 true 0 false false false false false true true false false false false false false false false X 9 9 false false false false false false false true true false false true true true true false true false false false X X ERIC GANZ 4436041777 24600 S TAMIAMI TRAIL STE 212 ESTERO FL 34134 X CLARK BELL TRUSTEE 5.00 X 0 0 0 TRACY DANKOFF TRUSTEE 5.00 X 0 0 0 ERIC GANZ TREASURER 10.00 X X 0 0 0 SUSAN NICOLETTI TRUSTEE 3.00 X 0 0 0 RENEE POPE TRUSTEE 7.00 X 0 0 0 DOUG TIMMEL TRUSTEE 5.00 X 0 0 0 NORMAN WELLS VICE PRESIDE 7.00 X X 0 0 0 TOD C WILCOCK SECRETARY 7.00 X X 0 0 0 STEPHEN ZENTZ PRESIDENT 10.00 X X 0 0 0 false false false 256192 1133104 150140 1389296 12391 12391 215597 214033 1564 1564 1564 224314 256192 259036 -34722 -34722 179308 35097 144211 144211 MISCELLANEOUS 84 84 84 1512824 84 123444 1337700 1337700 6325 4744 1581 22519 -2 16890 5631 1749 1749 1755 1755 SOFTWARE TRAINING 3240 3240 MISCELLANEOUS 2317 2317 1375605 1337698 30695 7212 953 495066 613514 500 6838 14528 503357 628042 16660 11900 16026 28560 16026 X 474797 612016 474797 612016 503357 628042 137219 X true X false true false X 849371 927438 1104336 1434183 1389296 5704624 1225 84 1309 204486 168738 285086 374389 403622 1436321 1053857 1096176 1389422 1809797 1793002 7142254 19757 109117 92605 221479 19757 109117 92605 221479 6920775 4769 4812 284 1052 12391 23308 4769 4812 284 1052 12391 23308 1058626 1100988 1389706 1810849 1805393 7165562 0.96580 0.97690 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE ORGANIZATION FOLLOWS ASC TOPIC 740, "INCOME TAXES" IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. GOLF & DINNER E 379935 172077 207858 30193 187906 CONCERT & CONCE 76870 60414 16456 3329 4800 24950 564 1 23701 23701 6419 875 480506 256192 224314 3329 41412 24950 189345 259036 -34722 false false 179308 26974 2500 5623 false 179308 26974 2500 5623 35097 144211 FL true false true false 1.00000 ERIC GANZ 24600 S TAMIAMI TRAIL STE 212 ESTERO FL 34134 false ERIC GANZ COLLECTS & DEPOSITS PROCEEDS X false false ALLIANCE FOR PERIOD SUPPLIES OF SWF 20100 RIVERBROOKE RUN ESTERO FL 33928 833151463 501C 3 30000 SEE PART IV CAFE OF LIFE INC PO BOX 367794 BONITA SPRINGS FL 34136 650832961 501C 3 60000 SEE PART IV COMMUNITY FOUNDATION OF COLLIER CNT 1110 PINE RIDGE ROAD STE 200 NAPLES FL 34108 592396243 501C3 50000 SCHOLARSHIPS FLORIDA LIONS EYE CLINIC INC 10322 PENNSYLVANIA AVENUE BONITA SPRINGS FL 34135 450560906 501C 3 50000 SEE PART IV FRIENDS OF SALVATION ARMY 1424 NORTHEAST EXPRESSWAY ATLANTA GA 30329 580660607 501C 3 75000 SEE PART IV GUARDIAN AD LITEM-ANA S FRIENDS 1700 MONROE STREET STE 600 FORT MYERS FL 33901 592296529 501C 3 155000 SEE PART IV HABITAT FOR HUMANITY OF LEE & HENDR 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501C 3 360000 SEE PART IV HEARTS & HOMES FOR VETERANS INC 2230 ALICIA STREET FORT MYERS FL 33901 462570640 501C 3 120000 SEE PART IV HOME BASE FLORIDA 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 33965 041564655 501C3 40000 INTERFAITH CHARITIES OF SOUTH LEE 17592 ROCKERFELLER CIRCLE FORT MYERS FL 33967 650362473 501C 3 107400 SEE PART IV LAMB OF GOD CHURCH-FEEDING THE 5000 19691 CYPRESS VIEW DRIVE FORT MYERS FL 33967 592369447 501C 3 15000 SEE PART IV LEE MEMORIAL HEATH SYSTEM FND KIDS MINDS MATTER 9800 S HEALTHPARK DR 405 FORT MYERS FL 33908 650654533 501C3 15000 LITERACY COUNCIL GULF COAST PO BOX 2703 BONITA SPRINGS FL 34133 650153890 501C 3 35000 SEE PART IV NEW HORIZONS OF SOUTHWEST FLORIDA PO BOX 111833 NAPLES FL 34108 113678086 501C 3 100000 SEE PART IV VALERIE'S HOUSE INC 1762 FOWLER STREET FORT MYERS FL 33901 473701240 501C 3 125300 SEE PART IV 15 SCHEDULE I, PAGE 4, PART IV SCHEDULE I, PART IV THE FOUNDATION MAKES GRANTS TO 501(C)(3) ORGANIZATIONS THAT SERVE THE NEEDY IN THE LOCAL COMMUNITY. MEMBERS OF THE FOUNDATION'S BOARD OF TRUSTEES AS WELL AS OTHER INDIVIDUALS WHO ARE ACTIVE IN THE FOUNDATION'S FUNDRAISING ACTIVITIES ARE QUITE FAMILIAR WITH EACH OF THE CHARITIES THAT RECEIVED GRANTS IN THE FISCAL YEAR ENDED MARCH 31, 2024. EACH OF THE SUPPORTED CHARITIES HAS ONE OR MORE OF THESE INDIVIDUALS ACTIVELY PARTICIPATING IN ITS ACTIVITIES. X 10 74184 FMV X AUCTION ITEMS 29 75956 FMV false false true SCHEDULE M, PAGE 1, PART I, LINE 32B THE FOUNDATION USED A BROKER-DEALER TO SELL MARKETABLE SECURITIES RECEIVED AS CONTRIBUTIONS. FORM 990 - ORGANIZATION'S MISSION SHADOW WOOD CHARITABLE FOUNDATION, INC. IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. THE FOUNDATION RAISES FUNDS AND DISTRIBUTES THEM TO SECTION 501 (C)(3) CHARITIES THAT SERVE THOSE RESIDENTS THROUGH SOCIAL SERVICE PROGRAMS. IT ALSO HAS SCHOLARSHIP AWARD AND EMERGENCY RELIEF PROGRAMS FOR THE BENEFIT OF EMPLOYEES, AND FAMILIES OF EMPLOYEES, OF SHADOW WOOD COUNTRY CLUB AND SHADOW WOOD COMMUNITY ASSOCIATION, AND A SCHOLARSHIP PROGRAM FOR THE BENEFIT OF GRADUATING SENIORS OF TWO LOCAL HIGH SCHOOLS. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE COMPLETE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE FOUNDATION'S BOARD OF TRUSTEES PRIOR TO ITS FILING. EACH TRUSTEE IS REQUESTED TO READ THE FORM 990 AND PROVIDE COMMENTS TO THE INDIVIDUAL PREPARING IT. FORM 990, PAGE 6, PART VI, LINE 12C EACH OF THE MEMBERS OF THE BOARD OF TRUSTEES IS INTIMATELY FAMILIAR WITH ALL ASPECTS OF THE FOUNDATION'S ACTIVITIES, IS WELL AWARE OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND EXECUTES AN ANNUAL CONFLICT OF INTEREST STATEMENT. BASED ON THE NATURE OF THE FOUNDATION'S ACTIVITIES AND THE FACT THAT ITS SIGNIFICANT ACTIVITIES ARE CONDUCTED WITH ALL OF THE TRUSTEES INVOLVED, THE BOARD BELIEVES THAT THE FOUNDATION EFFECTIVELY REGULARLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. CONSISTENT WITH ITS CONFLICT OF INTEREST POLICY, IN APRIL 2021 THE FOUNDATION'S BOARD OF TRUSTEES CONDUCTED A REVIEW TO ENSURE THAT, DURING THE FISCAL YEAR ENDED MARCH 31, 2021, THE FOUNDATION HAD OPERATED IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND HAD NOT ENGAGED IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, AND REACHED A POSITIVE CONCLUSION WITH RESPECT TO THAT MATTER. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FOUNDATION'S WEBSITE CONTAINS A SUMMARY OF ANNUAL REVENUE, EXPENSES AND GRANTS MADE.