2025-11-04T12:38:57-05:00 2024-12-31 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2024-01-01 274027791 CHARITABLE FOUNDATION OF THE ISLANDS INC CHAR 2393223818 PO BOX 1429 SANIBEL FL 33957 LISA RIORDAN VICE CHAIR 2393223818 2025-10-21 true false MARC WHITFIELD CPA P00125986 2394331002 2025-11-03 2024 2025-03-06 01:10:19Z LISA RIORDAN PO BOX 1429 SANIBEL FL 33957 1293026 false X CHARITABLEFOUNDATIONOFTHEISLANDS.ORG X 2010 FL AS A PUBLIC GRANTMAKING CHARITY SERVING THE ISLANDS OF SANIBEL AND CAPTIVA, OUR MISSION IS TO INSPIRE PHILANTHROPY, LEADERSHIP AND COLLABORATION FOR THE VITALITY OF THE ISLAND COMMUNNITY. 14 14 2 20 0 2800486 742315 21717 25988 164200 524723 0 2986403 1293026 758665 575424 0 117757 189228 0 25575 152287 293285 1028709 1057937 1957694 235089 7182453 7803144 82 6319 7182371 7796825 X AS A PUBLIC GRANTMAKING CHARITY SERVING THE ISLANDS OF SANIBEL AND CAPTIVA, OUR MISSION IS TO INSPIRE PHILANTHROPY, LEADERSHIP AND COLLABORATION FOR THE VITALITY OF THE ISLAND COMMUNNITY. false false 815158 575424 25988 IN THE PAST YEAR, THE CHARITABLE FOUNDATION OF THE ISLANDS (CFI) EXPANDED ITS IMPACT BY ADDRESSING URGENT POST-HURRICANE RECOVERY NEEDS WHILE CONTINUING TO STRENGTHEN CORE PROGRAMS IN PHILANTHROPY, NONPROFIT CAPACITY, AND COMMUNITY LEADERSHIP. A MAJOR HIGHLIGHT WAS THE LAUNCH OF AN ECONOMIC REVITALIZATION STRATEGY TO SUPPORT LOCAL BUSINESSES, INCLUDING A 100,000 GRANT TO THE SANCAP CHAMBER THAT CATALYZED 1.9 MILLION IN HOSPITALITY RELIEF FOR ISLAND BUSINESSES. CFI ALSO ESTABLISHED A BOARD-LED ECONOMIC REVITALIZATION COMMITTEE AND DEVELOPED THE ACCELERATE LOAN PROGRAM, BACKED BY 1.1 MILLION IN PRIVATE CAPITAL FROM CFI BOARD MEMBERS. SIMULTANEOUSLY, THE FOUNDATION DEEPENED ITS WORK IN NONPROFIT ENGAGEMENT-HOSTING MONTHLY COLLABORATION MEETINGS, GUIDING CAPITAL CAMPAIGNS, AND LAUNCHING A GRANT WRITING ACADEMY THAT SERVED OVER 30 STAFF FROM 13 ORGANIZATIONS. CFI'S LEADERSHIP SANIBEL-CAPTIVA PROGRAM COMPLETED ITS THIRD YEAR WITH HIGH PARTICIPANT SATISFACTION AND MEASURABLE ALUMNI ENGAGEMENT IN CIVIC LIFE. DONOR SUPPORT WAS SUSTAINED THROUGH ENHANCED STEWARDSHIP EFFORTS SUCH AS THE FRANCIS BAILEY SOCIETY AND A DONOR RECOGNITION EVENT. IMPROVEMENTS TO DONOR-ADVISED FUND (DAF) ADMINISTRATION INCREASED TRANSPARENCY AND USABILITY, AND CFI SECURED 70,000 IN NEW FUNDING FOR ELDERCARE INITIATIVES, INCLUDING ITS FIRST FIELD-OF-INTEREST FUND. WITH INCREASED COMMUNICATIONS OUTREACH, STRATEGIC GRANTMAKING, AND CONTINUED INVOLVEMENT IN CIVIC AND PHILANTHROPIC LEADERSHIP, CFI WAS HONORED AS THE 2024 ORGANIZATION OF THE YEAR BY THE SANIBEL CAPTIVA CHAMBER OF COMMERCE- RECOGNITION OF ITS ROLE AS A VITAL CONVENER AND CATALYST FOR COMMUNITY PROGRESS. 815158 true true false false false true false false false false false false false false false false false false false false false false false false false false false true false false false false false false false true false false false false false false false false false false false true 10 0 false 2 true false false false false false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true false false FL X X X DOLLY FARRELL 2393223818 PO BOX 1429 SANIBEL FL 33957 DOROTHY FARRELL EXECUTIVE DI 40.00 X 133833 0 3836 MIKE BENNETT DIRECTOR 2.00 X 0 0 0 SUSAN BOREN DIRECTOR 4.00 X 0 0 0 DOUG CONGRESS TREASURER 10.00 X X 0 0 0 CHAUNCEY GOSS DIRECTOR 0.50 X 0 0 0 MELISSA HALLIBURTON DIRECTOR 2.00 X 0 0 0 AL HANSER BOARD CHAIR 5.00 X X 0 0 0 TOM LIBONATE DIRECTOR 0.50 X 0 0 0 JAN MAJESKI DIRECTOR 5.00 X 0 0 0 JOHN MORSE SECRETARY 5.00 X X 0 0 0 JEFF MUDDELL DIRECTOR 0.50 X 0 0 0 ERIC PFEIFER DIRECTOR 5.00 X 0 0 0 RACHEL PIERCE DIRECTOR 5.00 X 0 0 0 LISA RIORDAN VICE CHAIR 10.00 X X 0 0 0 BRIAN RIST DIRECTOR 2.00 X 0 0 0 CHIP ROACH CHAIR 10.00 X X 0 0 0 KEN WASHUTA DIRECTOR 10.00 X 0 0 0 BOB WIESEMANN DIRECTOR 2.00 X 0 0 0 133833 3836 1 false false false 742315 9014 742315 MANAGEMENT FEE 25988 25988 25988 180564 180564 344159 344159 344159 344159 1293026 550711 575424 575424 133833 100375 26766 6692 38384 28788 7677 1919 3836 2877 767 192 13175 9881 2635 659 67280 5593 54137 7550 62505 62505 26931 19393 6733 805 17155 1426 13804 1925 24424 12317 10907 1200 3119 2339 624 156 9000 6750 1800 450 3490 2791 524 175 11377 946 9154 1277 1866 754 1062 50 PROGRAM EXPENSES 39469 39469 STEWARDSHIP EXPENSES 7471 621 6012 838 FOOD 5814 4302 1327 185 IN KIND SERVICE 5310 441 4273 596 8074 671 6497 906 1057937 815158 217204 25575 38999 141299 238927 627097 26796 975 6904527 7006977 7182453 7803144 6319 82 82 6319 X 6959944 7662029 222427 134796 7182371 7796825 7182453 7803144 235089 374055 5310 X true X false true false X 2211835 1032765 801730 2800486 742315 7589131 49924 790232 106468 185917 1132541 2261759 1822997 908198 2986403 742315 8721672 319192 319192 319192 319192 8402480 180564 180564 180564 180564 24988 24988 2261759 1822997 908198 2986403 947867 8927224 0.94120 1.00000 0.02000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 321679 316350 7006977 false false true BAILEY MATTHEWS NATIONAL SHELL 3075 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 592775992 501C3 12500 DAF BIG ARTS SANIBEL 900 DUNLOP ROAD SANIBEL FL 33957 591956939 501C3 10000 DAF COMMUNITY HOUSING RESOURCES 2340 PERIWINKLE WAY STE K-2 SANIBEL FL 33957 592037788 501C3 53000 DAF/HURRICANE ASST CROW OF SAN CAP 3883 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 237271040 501C3 5500 DAF DING DARLING WILDLIFE SOCIETY 1 WILDLIFE DRIVE SANIBEL FL 33957 592240895 501C3 21250 DAF FISH OF SANIBEL CAPTIVE INC 2430 PERIWINKLE WAY SANIBEL FL 33957 208892375 501C3 167350 DAF/HURRICANE ASSIST FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 113685135 501C3 14218 SCHOLARSHIP/SURVEY FRIENDS OF SAX-ZIM BOG 2515 CARTHUS ROAD WRENSHALL MN 55797 274631890 501C3 10000 DAF MAN UP TO CANCER 96 TWO LIGHTS ROAD CAPE ELIZABETH ME 04107 933745038 501C3 10000 DAF MAYO CLINIC 200 FIRST SW ROCHESTER MN 55902 416011702 501C3 20000 DAF SANIBEL CAPTIVA ISLANDS CHAMBER 1159 CAUSEWAY ROAD SANIBEL FL 33957 591146636 501C3 38831 HURRICANE ASSISTANCE SANIBEL CAPTIVA SHELL CLUB PO BOX 355 SANIBEL FL 33957 592181851 501C3 7000 DAF SANIBEL CAPTIVA CONSERVATION FND PO BOX 839 SANIBEL FL 33957 591205087 501C3 48000 DAF SANTIVA ISLANDERS 3880 SANIBEL CAPTIVA ROAD SANIBEL FL 33957 650372291 501C3 20000 SHELL POINT ST MICHAEL AND ALL ANGELS CHURCH 2304 PERIWINKLE WAY SANIBEL FL 33957 592345300 501C3 50000 DAF UNITED WAY OF LEE COUNTY 7273 CONCOURSE DRIVE FORT MYERS FL 33908 591005169 501C3 27000 DAF INSTRUMENT1 28150 N ALMA SCHOOL PKWY 103-2 SCOTTSDALE AZ 85262 501C3 5775 HURRICANE ASSISTANCE SCHEDULE I, PAGE 1, PART I, LINE 2 THE CHARITABLE FOUNDATION OF THE ISLANDS (CFI) ENSURES THAT ALL GRANTS ARE USED RESPONSIBLY AND ACHIEVE THEIR INTENDED IMPACT. EACH RECIPIENT RECEIVES A WRITTEN AWARD LETTER OUTLINING THE PURPOSE AND REPORTING REQUIREMENTS. GRANTEES MUST SUBMIT A BRIEF PROGRESS REPORT, TYPICALLY WITHIN SIX TO TWELVE MONTHS, DESCRIBING THE USE OF FUNDS AND RESULTS ACHIEVED. CFI STAFF REVIEW ALL REPORTS TO CONFIRM PROPER USE OF FUNDS AND ALIGNMENT WITH THE GRANT'S PURPOSE. SUMMARIES MAY BE SHARED WITH RECOMMENDING DONORS AND THE CFI BOARD. FAILURE TO PROVIDE A TIMELY REPORT MAY AFFECT FUTURE GRANT ELIGIBILITY CASTLETON CAPITAL CFO 9000 RENT false FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PEFORM A VARIETY OF SERVICES INCLUDING EVENT PLANNING AND EXECUTION, CREATION OF SOCIAL MEDIA VIDEOS AND OTHER COMMUNICATIONS TO PROMOTE THE ORGANIZATIONS MISSION, GENERAL ADMINISTRATIVE DUTIES AS WELL AS DONATION OF TIME TO EXECUTE KEY PROGRAMS SUCH AS 100+ WOMEN WHO CARE, LEADERSHIP SANIBEL-CAPTIVA PROGRAM, VOLUNTEER EXPO AND OTHER OUTREACH EVENTS TO THE COMMUNITY. VOLUNTEERS SERVING ON THE CFI BOARD OF DIRECTORS PERFORM HIGHER-LEVEL TASKS SUCH AS REVIEWING FINANCIAL STATEMENTS, SOLICIT DONATIONS, AND RECORD MEETING MINUTES. FORM 990, PAGE 2, PART III, LINE 4A IN THE PAST YEAR, THE CHARITABLE FOUNDATION OF THE ISLANDS (CFI) EXPANDED ITS IMPACT BY ADDRESSING URGENT POST-HURRICANE RECOVERY NEEDS WHILE CONTINUING TO STRENGTHEN CORE PROGRAMS IN PHILANTHROPY, NONPROFIT CAPACITY, AND COMMUNITY LEADERSHIP. A MAJOR HIGHLIGHT WAS THE LAUNCH OF AN ECONOMIC REVITALIZATION STRATEGY TO SUPPORT LOCAL BUSINESSES, INCLUDING A 100,000 GRANT TO THE SANCAP CHAMBER THAT CATALYZED 1.9 MILLION IN HOSPITALITY RELIEF FOR ISLAND BUSINESSES. CFI ALSO ESTABLISHED A BOARD-LED ECONOMIC REVITALIZATION COMMITTEE AND DEVELOPED THE ACCELERATE LOAN PROGRAM, BACKED BY 1.1 MILLION IN PRIVATE CAPITAL FROM CFI BOARD MEMBERS. SIMULTANEOUSLY, THE FOUNDATION DEEPENED ITS WORK IN NONPROFIT ENGAGEMENT-HOSTING MONTHLY COLLABORATION MEETINGS, GUIDING CAPITAL CAMPAIGNS, AND LAUNCHING A GRANT WRITING ACADEMY THAT SERVED OVER 30 STAFF FROM 13 ORGANIZATIONS. CFI'S LEADERSHIP SANIBEL-CAPTIVA PROGRAM COMPLETED ITS THIRD YEAR WITH HIGH PARTICIPANT SATISFACTION AND MEASURABLE ALUMNI ENGAGEMENT IN CIVIC LIFE. DONOR SUPPORT WAS SUSTAINED THROUGH ENHANCED STEWARDSHIP EFFORTS SUCH AS THE FRANCIS BAILEY SOCIETY AND A DONOR RECOGNITION EVENT. IMPROVEMENTS TO DONOR-ADVISED FUND (DAF) ADMINISTRATION INCREASED TRANSPARENCY AND USABILITY, AND CFI SECURED 70,000 IN NEW FUNDING FOR ELDERCARE INITIATIVES, INCLUDING ITS FIRST FIELD-OF-INTEREST FUND. WITH INCREASED COMMUNICATIONS OUTREACH, STRATEGIC GRANTMAKING, AND CONTINUED INVOLVEMENT IN CIVIC AND PHILANTHROPIC LEADERSHIP, CFI WAS HONORED AS THE 2024 ORGANIZATION OF THE YEAR BY THE SANIBEL CAPTIVA CHAMBER OF COMMERCE- RECOGNITION OF ITS ROLE AS A VITAL CONVENER AND CATALYST FOR COMMUNITY PROGRESS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD WILL REVIEW THE 990. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS WRITTEN CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL DISCLOSURE PROCESS. EACH YEAR, ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD CHAIR. ANY POTENTIAL CONFLICTS ARE REPORTED TO THE FULL BOARD OF DIRECTORS AND MANAGED IN ACCORDANCE WITH THE POLICY, WHICH INCLUDES PROCEDURES FOR RECUSAL FROM DISCUSSIONS AND DECISIONS WHERE A CONFLICT EXISTS AS OUTLINED IN THE ORGANIZATION'S BYLAWS. DOCUMENTATION OF DISCLOSURES AND ANY RELATED BOARD ACTIONS IS MAINTAINED IN THE ORGANIZAITON'S BOARD MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR WILL INITIATE THE REVIEW WITH HIS/HER OWN SELF APPRAISAL, BASED ON BOTH HIS/HER GOALS AND ACCOMPLISHMENTS THAT WEREN'T ANTICIPATED WHEN GOALS WERE SET. THE EXECUTIVE DIRECTOR WILL SHARE THIS REVIEW, FIRST WITH THE BOARD CHAIR, AND THEN WITH THE FULL BOARD. A MEMBER OF THE NOMINATING COMMITTEE, WILL DEVELOP 5-7 QUESTIONS RELATED TO THE EXECUTIVE DIRECTORS PERFORMANCE AND ON-GOING DEVELOPMENT TO BE REVIEWED FIRST WITH THE EXECUTIVE DIRECTOR THEN WITH THE EXECUTIVE COMMITTEE. THE BOARD OFFICERS AND THE NOMINATING COMMITTEE MEMBER WILL CONTACT THE BOARDM MEMBERS TO DISCUSS THE QUESTIONS AND SOLICITE OTHER FEEDBACK. THE NOMNATING COMMITTEE MEMBER WILL PREPARE A WRITTEN REVIEW BASED ON THE QUESTIONS AND FEEDBACK RECEIVED AND WILL REVIEW WITH THE EXECUTIVE COMMITTEE BEFORE BEING PRESENTED TO THE EXECUTIVE DIRECTOR. COMPENSATION REPORTS WILL BE UTILIZED FROM 2024 FLORIDA NONPROFIT ALLIANCE AS WELL AS A REVIEW OF THE 990S OF SANIBEL AND CAPTIVA ORGANIZATIONS TO DETERMINE EXECUTIVE DIRECTOR COMPENSATIONS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST