The Southwest Florida Foundation Incorporated

Analysis

The Southwest Florida Foundation Incorporated is a registered charity in United States, based in Estero, FL. It received its IRS tax-exemption ruling in October 1991, 35 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, The Southwest Florida Foundation Incorporated reported income of $132k and spending of $114k, spending 86% of its income. Across the 5 years on record, from September 2019 to September 2023, income grew from $128k to $132k (+3.6%), an average of +0.9% a year. The sharpest change came in the year to September 2020, when income dropped by 32%. Over the whole period it spent 98% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, The Southwest Florida Foundation Incorporated sits at the 49th percentile: it is larger than about 49% of them. Against every charity in United States with reported income it ranks in the 44th percentile, and in the 48th percentile within FL. Charities of a similar size with the same main cause include Wacanid Ride ($132k), Symphony of Trees Inc ($132k) and Veranova Health Foundation ($132k).

On its Form 990 for the period ending September 2023, revenue came from program service revenue 70% of the total. At year end it held assets of $372k against liabilities of $2,384, net assets of $369k.