2025-05-15T15:24:52-05:00 2024-06-30 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990 2023-07-01 262302491 SWFL CHILDREN'S CHARITIES INC SOUTHWEST FLORIDA WINE & FOOD FEST SWFL 2394334260 12811 KENWOOD LANE 110 FORT MYERS FL 33907 JOSH DORCEY PRESIDENT/DIRECTOR 2394334260 2025-05-15 1 1 KAREN MOSTELLER P00184438 2394335554 2023 2025-03-06 01:10:19Z JOSH DORCEY 12811 KENWOOD LANE 110 FORT MYERS FL 33907 3097570 0 X WWW.SWFLWINEFEST.ORG X 2008 FL WE PROVIDE SUPPORT TO ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN IN SOUTHWEST FLORIDA, AND EDUCATION TO LOCAL STUDENTS MAJORING IN HEALTH SCIENCES AT LOCAL COLLEGES. 5 5 6 85 0 0 172974 2650518 0 0 10863 22817 0 -403227 183837 2270108 72019 1942801 0 0 117877 162061 0 0 74497 77536 52579 267432 2157441 -83595 112667 1138494 1269967 272428 291234 866066 978733 WE PROVIDE SUPPORT TO ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN IN SOUTHWEST FLORIDA AND EDUCATION TO LOCAL STUDENTS MAJORING IN HEALTH SCIENCES AT LOCAL COLLEGES. 0 0 2043808 1942801 2650518 WE ARE PLACING KIDS FIRST FOR THE FUTURE OF PEDIATRIC HEALTH CARE IN OUR COMMUNITY. OUR CASH DONATIONS PROVIDE LIFESAVING CARE TO CHILDREN AT GOLISANO CHILDREN'S HOSPITAL BY MANY COMPASSIONATE AND TALENTED PROFESSIONALS EDUCATED AT FLORIDA SOUTHWESTERN COLLEGE. 2043808 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X HEIDI DAVIS 2394334260 12811 KENWOOD LANE STE 110 FORT MYERS FL 33907 FRED ELAINE HAWKINS TRUSTEE 0.50 X 0 0 0 SANDY STILWELL TIM YOUNGQUIST TRUSTEE 1.25 X 0 0 0 PATRICK DENSON TRUSTEE 0.50 X 0 0 0 STEVE ESTER MACHIZ TRUSTEE 0.50 X 0 0 0 BROOKE DENSON VICE PRESIDENT 1.25 X X 0 0 0 SUSANNA WOODS BO HENDERSON TRUSTEE 0.50 X 0 0 0 RACHEL BELL TRUSTEE 0.50 X 0 0 0 LISA DORCEY TRUSTEE 0.50 X 0 0 0 JESSICA HIGDON SECRETARY 1.25 X X 0 0 0 JERRY NORRIS TREASURER 1.25 X X 0 0 0 EDWARD BELL IMMEDIATE PAST PRESIDENT 1.25 X X 0 0 0 JOSHUA DORCEY PRESIDENT 1.25 X X 0 0 0 BRIAN KIM RIST TRUSTEE 0.50 X 0 0 0 RAY HIGDON TRUSTEE 0.50 X 0 0 0 MARJA NORRIS TRUSTEE 0.50 X 0 0 0 ELLEN JASON DUKE TRUSTEE 0.50 X 0 0 0 MARK LOREN TRUSTEE 0.50 X 0 0 0 HEIDI DAVIS EXECUTIVE DIRECTOR 40.00 X 105000 0 0 105000 0 0 1 0 0 0 0 2282660 367858 151033 2650518 22437 22437 151413 151033 380 380 380 273202 2282660 676429 -403227 -403227 2270108 0 0 -380410 1942801 1942801 105008 78756 1050 25202 45799 6893 2027 36879 11254 6327 233 4694 12665 12665 5604 1868 1868 1868 852 639 9 204 3013 3013 796 398 398 4794 4794 2815 2815 5801 5801 VOLUNTEER STEWARDSHIP 6524 6524 STORAGE 4873 2436 2437 DUES & SUBSCRIPTIONS 3896 3896 LICENSES 350 350 596 596 2157441 2043808 39136 74497 1138487 1266967 3000 7 1138494 1269967 272428 291234 272428 291234 X 866066 978733 866066 978733 1138494 1269967 112667 0 X 0 0 0 X 2064491 1651977 2729237 172974 2650518 9269197 227000 139170 272112 273202 911484 2291491 1791147 3001349 172974 2923720 10180681 387000 602763 807913 52341 518543 2368560 0 387000 602763 807913 52341 518543 2368560 7812121 1072 1037 7145 10862 22817 42933 1072 1037 7145 10862 22817 42933 2292563 1792184 3008494 183836 2946537 10223614 0.76410 0.74490 0.00420 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED WINE FEST 2555862 2282660 273202 64454 40805 20000 551170 2555862 2282660 273202 64454 40805 20000 551170 676429 -403227 1 LEE HEALTH FOUNDATION 9800 S HEALTHPARK DR STE 210 FORT MYERS FL 33908 650645343 501(C)(3) 1842801 0 PEDIATRIC NEUROSURGERY PROGRAM AND EYE INSTITUTE FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PARKWAY SW FORT MYERS FL 33919 596173638 501(C)(3) 100000 0 NEONATAL SIM LAB SUPPORT PART I, LINE 2: EACH YEAR A REPRESENTATIVE FROM THE FOUNDATION VISITS THE BOARD TO REQUEST FUNDING AND PRESENT HOW THE PREVIOUS YEARS' GRANT WAS SPENT. ELAINE HAWKINS TRUSTEE 2634 TRUSTEE IS ALSO AN OFFICER OF LEE HEALTH FOUNDATION (LHF) AND ALSO AN OFFICER AND SHAREHOLDER OF THE INSURANCE AGENCY IN WHICH THE ORGANIZATION PURCHASES ITS INSURANCE POLICY. 0 LEE HEALTH FDN GRANT 315860 LHF IS A SUPPORTING FOUNDATION FOR GOLISANO CHILDREN'S HOSPITAL OF SOUTHWEST FLORIDA WHICH WAS GRANTED FOR THE PEDIATRIC HOSPITAL. BOTH ORGANIZATIONS ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) IRC. LHF CONTRIBUTED CASH TOWARDS THE ANNUAL FUNDRAISING EVENT. 0 SANDY STILLWELL-YOUNGQUIST TRUSTEE TRUSTEE IS ALSO A BOARD MEMBER OF THE LEE HEALTH FOUNDATION (LHF). 0 BRIAN RIST TRUSTEE TRUSTEE IS A BOARD MEMBER OF THE LEE HEALTH FOUNDATION. 0 JOSH DORCEY PRESIDENT PRESIDENT IS ALSO A BOARD MEMBER OF THE LEE HEALTH FOUNDATION (LHF). 0 X 4 151033 FAIR MARKET VALUE 0 0 0 FORM 990 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SWFL CHILDREN'S CHARITIES, INC. 2031 JACKSON ST., STE 110 FORT MYERS, FL 33901 EMPLOYER IDENTIFICATION NUMBER: 26-2302491 FOR THE YEAR ENDING: JUNE 30, 2024 SWFL CHILDREN'S CHARITIES, INC. IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(1F). FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE RACHEL BELL IS MARRIED TO IMMEDIATE PAST PRESIDENT EDWARD BELL. TRUSTEE LISA DORCEY IS MARRIED TO PRESIDENT JOSH DORCEY. TRUSTEE PATRICK DENSON IS MARRIED TO VICE PRESIDENT BROOKE DENSON. TRUSTEE RAY HIGDON IS MARRIED TO SECRETARY JESSICA HIGDON. TRUSTEE MARJA NORRIS IS MARRIED TO TREASURER JERRY NORRIS TRUSTEE ELAINE HAWKINS IS AN OFFICER AND SHAREHOLDER OF THE INSURANCE AGENCY IN WHICH THE ORGANIZATION PURCHASES ITS INSURANCE POLICY. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE 990 DRAFT IS FINALIZED WITH THE SECRETARY AND THE PRESIDENT, FORM 990 WAS MADE AVAILABLE TO EACH MEMBER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND BOARD MEMBER WILL RECUSE THEMSELVES FROM ANY DISCUSSION AND VOTE FOR WHICH A CONFLICT FOR THEMSELVES OR THEIR FAMILY MAY EXIST. DETERMINATION OF WHETHER A CONFLICT MAY EXIST IS MADE AT A MANAGEMENT BOARD MEMBER, OFFICER, AND INDIVIDUAL LEVEL. ACTUAL CONFLICTS ARE REVIEWED BY THE BOARD, WITHOUT THE PRESENCE OF THE INTERESTED PARTY. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE 1-800-HELP-FLA (435-7352) OR (850) 488-2221 WHEN CALLING FROM OUTSIDE OF FLORIDA. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. THE FLORIDA REGISTRATION NUMBER IS CH30535.