2025-11-11T14:41:55-06:00 2024-12-31 994625061 CRI ADVISORS LLC 1001 3RD AVENUE W STE 500 BRADENTON FL 34205 990 2024-01-01 853772547 LAKEWOOD RANCH COMMUNITY FOUNDATION INC LAKE 9412086799 8130 LAKEWOOD MAIN STREET 103 LAKEWOOD RANCH FL 34202 JEFF TOALE VICE PRESIDENT 9412086799 2025-11-07 1 0 GARRETT B SHINN CPA P01044507 9417470500 2025-11-07 2024 2025-03-06 01:10:19Z JEFF TOALE 8130 LAKEWOOD MAIN STE 103 LAKEWOOD RANCH FL 34203 155951 0 X WWW.LWRCF.ORG X 2000 FL THE ORGANIZATION'S VISION IS TO USE THE POWER OF GIVING TO SERVE THE COMMUNITY. FOUNDED IN 2000, THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THE COMMUNITY FOUNDATION'S CORE VALUES INCLUDE "COMMUNITY, INNOVATION, AND TRANSPARENCY 15 15 2 50 0 0 1279165 137607 0 0 0 0 77633 -325 1356798 137282 65801 106800 0 0 96689 95776 0 0 79884 33603 69158 196093 271734 1160705 -134452 1473953 1398271 64168 2306 1409785 1395965 X THE ORGANIZATION'S MISSION IS, ENHANCING THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THROUGH OUR VETTING PROCESS, WE ASSURE THAT DONATIONS ARE GOING TO THOSE MAKING A POSITIVE IMPACT. OVER THE PAST 20+ YEARS, WE HAVE GIVEN MORE THAN $1.5 MILLION TO 140 DESERVING NONPROFITS. 0 0 145425 106800 THE VISION OF THE ORGANIZATION IS TO USE THE POWER OF GIVING TO SERVE OUR COMMUNITY. THE ORGANIZATION HAS THREE MAIN PROGRAMS THAT HELP SUPPORT THE FUNDS WHICH ARE USED TO DISTRIBUTE GRANTS TO NONPROFITS; BUILDERS GIVE BACK PROGRAM, COMMUNITY BUSINESS PARTNERS, AND FRIENDS OF THE FOUNDATION. 1. THE BUILDERS GIVE BACK PROGRAM WAS SPEARHEADED BY THE ORGANIZATION, LAKEWOOD RANCH COMMUNITIES (VISIONARY DEVELOPER OF LAKEWOOD RANCH) AND SELECT PREMIER BUILDERS. CURRENTLY THERE ARE TEN BUILDERS IN THE PROGRAM AND FOR EVERY NEW HOME CLOSING, THE BUILDER MAKES A $100 DONATION TO THE COMMUNITY FOUNDATION IN THE RESIDENT'S NAME. LAKEWOOD RANCH COMMUNITIES MATCHES THE DONATIONS UP TO $10,000. THROUGH THE PROGRAM, THE FOCUS IS TO INTRODUCE NEW HOMEOWNERS TO THE VIBRANT TRADITION OF LOCAL PHILANTHROPY AND GAIN THEIR COMMITMENT TO VOLUNTEER AND OPEN THE DOOR2. THE COMMUNITY BUSINESS PARTNERS PROGRAM PROVIDES AN OPPORTUNITY FOR LOCAL BUSINESSES TO SUPPORT THE ORGANIZATION THROUGH ANNUAL DONATIONS. THE LOCAL BUSINESSES MAY PARTICIPATE AND SERVE ON COMMITTEES, HOST EVENTS FOR GRANT RECIPIENTS, SUPPORT AND BE INVOLVED IN THE MAJOR EVENTS AND ACTIVITIES OF THE YEAR. 3. THE FRIENDS OF THE FOUNDATION PROGRAM IS A MONTHLY GIVING OPPORTUNITY FOR INDIVIDUALS TO SUPPORT THE ORGANIZATION'S VISION AND MISSION. THIS IS ALSO A POSITIVE WAY FOR COMMUNITY INDIVIDUALS TO BECOME MORE INVOLVED WITH THE ORGANIZATION.IN ADDITION, THE VOLUNTEER PLATFORM PROGRAM IS A WAY TO FIND THE PERFECT OPPORTUNITY FOR INDIVIDUALS TO VOLUNTEER AND FOR NONPROFIT ORGANIZATIONS TO SHOWCASE WHAT THEY DO AND WHAT TYPE OF VOLUNTEERISM IS NEEDED. THIS AUTOMATED PLATFORM CAN BRING THE TWO ENTITIES TOGETHER AND CREATE A LASTING RELATIONSHIP. THIS IS YET ANOTHER WAY TO OPEN THE DOOR 145425 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 FL X CARR RIGGS & INGRAM LLC 9417470500 1001 3RD AVE W 500 BRADENTON FL 34205 MARK CLARK PRESIDENT 3.00 X X 0 0 0 CHRISTA FOLKERS DIRECTOR 1.00 X 0 0 0 LORRI KIDDER TREASURER 1.00 X X 0 0 0 NICOLE RYSKAMP DIRECTOR 1.00 X 0 0 0 KEITH PANDELOGLOU DIRECTOR 1.00 X 0 0 0 JANJAY GEHNDYU DIRECTOR 1.00 X 0 0 0 NYDA BITTMANN-NEVILLE DIRECTOR 4.00 X 0 0 0 JEFF TOALE VICE PRESIDENT 1.00 X X 0 0 0 KELLY GILLILAND SECRETARY 1.00 X X 0 0 0 CONNOR WOLFE DIRECTOR 1.00 X 0 0 0 LISA LAWLER DIRECTOR 1.00 X 0 0 0 RAY DWECK DIRECTOR 1.00 X 0 0 0 KATE MULLIGAN EXECUTIVE DIRECTOR 45.00 X 42000 0 0 42000 0 0 0 0 0 0 0 137607 25930 137607 18344 18669 -325 -325 137282 0 0 -325 106800 106800 88362 13254 30927 44181 7414 1112 2594 3708 16595 2489 5808 8298 2506 1253 1253 1963 1963 6516 3258 3258 8400 3780 840 3780 882 882 2398 2398 3318 1106 1106 1106 MARKETING 17554 8777 8777 PRINTING & MARKETING 4000 1800 400 1800 PAYROLL SERVICES 1531 689 153 689 DUES & SUBSCRIPTIONS 1210 605 605 2285 502 236 1547 271734 145425 46425 79884 67978 24339 9000 1200 1396975 1372732 1473953 1398271 64168 2306 64168 2306 X 0 0 0 0 1409785 1395965 1409785 1395965 1473953 1398271 -134452 120757 -125 0 X 0 0 0 X 1266375 111677 1378052 1266375 111677 1378052 1378052 1378052 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1396975 0 120757 106800 38200 1372732 1226759 170216 1396975 1.00000 0 0 0 NORTHERN TRUST INVESTMENTS 1372732 F 1372732 PART V, LINE 4: THE USE OF THE BOARD OF DIRECTORS DESIGNATED FUNDS ARE FOR OPERATIONS AND DISTRIBUTING GRANTS TO DESERVING NONPROFITS WHO ARE MAKING A POSITIVE IMPACT IN THE LAKEWOOD RANCH COMMUNITY. 5K RUN/WALK 16072 16072 11383 MUSIC ON MAIN 2272 2272 2784 2 4503 18344 18344 18670 18670 -326 1 FEEDING EMPTY LITTLE TUMMIES 15000 0 TO PROVIDE FOR REPAIRS NECESSARY TO THE ORGANIZATIONS ROOF DUE TO EXTENSIVE DAMAGE FROM HURRICANE MILTON. SEA OF STRENGTHS 8700 0 TO PROVIDE FOR NEW PLAYGROUND EQUIPMENT AT THE SCHOOL FOR THE USE OF THE STUDENTS. SMART 10000 0 TO PROVIDE FUNDS FOR THE ORGANIZATION TO USE FOR REPAIRS TO THE FACILITY IN WHICH THE ORGANIZATION OPERATES FROM AFTER EXTENSIVE DAMAGE FROM HURRICANE MILTON. HABITAT FOR HUMANITY MANATEE 10000 0 TO PROVIDE FUNDING FOR AFFORDABLE HOUSING TO QUALIFIED RECIPIENTS PART I, LINE 2: A GRANT REPORT IS DUE ANNUALLY FOR ANY NONPROFIT THAT RECEIVES A GRANT. X ACCOUNTING SERVICES 1 12000 FAIR MARKET VALUE X RENT 1 8400 FAIR MARKET VALUE X PRINTING & MARKETING 1 4000 FAIR MARKET VALUE X PAYROLL SERVICES 1 1530 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B ALL COMMITTEE BUSINESS IS SUBJECT TO REVIEW AND APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 PACKAGE WILL BE SUBMITTED TO THE BOARD FOR REVIEW AND WILL BE DISCUSSED AND APPROVED. FORM 990, PART VI, SECTION B, LINE 15B AN ANNUAL REVIEW IS PERFORMED BY MEMBERS OF THE BOARD AND BOARD FEEDBACK IS COMMUNICATED AND PROVIDED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST