This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $31,414,260 | $19,680,699 | $8,318,465 | $183,474,472 | $174,887,249 |
| FY2024 | 990 | $28,118,994 | $17,300,901 | $8,465,141 | $162,968,322 | $155,080,610 |
| FY2023 | 990 | $21,592,217 | $16,701,607 | $10,312,150 | $159,037,731 | $144,693,885 |
| FY2022 | 990 | $16,558,924 | $11,409,603 | $6,454,652 | $150,939,743 | $128,706,595 |
| FY2021 | 990 | $17,799,065 | $11,228,850 | $6,682,943 | $181,291,713 | $157,422,459 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 90% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIESFORT MYERS, FL | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM SPECIFIC PURPOSE | $3,679,194 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| MAINE COMMUNITY FOUNDATIONELLSWORTH, ME |
| GENERAL OPERATING SUPPORT |
| $900,000 |
| 2025 |
| HEART AND MIND FOUNDATIONCHICAGO, IL | GEN OP/SPEC PRGM | $800,000 | 2021 |
| FIRST PREBYTERIAN CHURCH OF BONITABONITA SPRINGS, FL | GEN OP SUP/ SPE PROG | $717,822 | 2022 |
| AMI KIDS SOUTHWEST FLORIDA INCFORT MYERS BEACH, FL | SPECIFIC PROGRAM | $693,846 | 2023 |
| HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INCFORT MYERS, FL | SPECIFIC PROGRAM | $626,845 | 2024 |
| MISC GRANTS 5000 AND UNDERFORT MYERS, FL | GEN OP / SPEC PRGM | $563,786 | 2022 |
| UNITED WAY OF LEE HENDRY & GLAFORT MYERS, FL | GEN OP / SPEC PRGM | $555,777 | 2021 |
| ANIMAL REFUGE CENTERINCNORTH FORT MYERS, FL | GEN OP/SPEC PGM /CAP | $419,441 | 2022 |
| UNITED WAY OF LEE HENDRY & GLAFORT MYERS, FL | GEN OP SUP/SPE PGRAM | $379,502 | 2022 |
| MISC GRANTS 5000 AND UNDERFORT MYERS, FL | GEN OP / SPEC PRGM | $337,627 | 2021 |
| UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIESFORT MYERS, FL | SPECIFIC PROGRAM | $314,672 | 2024 |
| ANIMAL REFUGE CENTERINCNORTH FORT MYERS, FL | GEN OP/ SPEC PRGM | $282,435 | 2021 |
| UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIESFORT MYERS, FL | GENERAL OPERATING SUPPORT | $261,800 | 2025 |
| FINEMARK NATIONAL BANK & TRUSTFORT MYERS, FL | GENERAL OPERATING SUPPORT | $260,185 | 2025 |
| LEE HEALTH FOUNDATIONFORT MYRES, FL | SPECIFIC PROGRAM | $250,000 | 2022 |
| HOLY TRINITY HIGH SCHOOLCHICAGO, IL | SPECIFIC PROGRAM | $231,200 | 2024 |
| FLORIDA SOUTHWESTERN STATE COLLEGEFORT MYERS, FL | SPECIFIC PROGRAM | $229,000 | 2023 |
| FLORIDA GULF COAST UNIVERSITYFORT MYERS, FL | SPECIFIC PROGRAM | $226,924 | 2023 |
| LEGAL AID SERVICE OF COLLIER COUNTYNAPLES, FL | SPECIFIC PROGRAM | $200,000 | 2021 |
| HOLY TRINITY HIGH SCHOOLCHICAGO, IL | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | $193,800 | 2023 |
| FLORIDA GULF COAST UNIVERSITYFORT MYERS, FL | GEN OP / SPEC PRGM | $184,623 | 2021 |
| CANTERBURY SCHOOL CORPORATIONFORT MYERS, FL | GEN OP/SPEC PRGM | $175,000 | 2021 |
| LEE HEALTH FOUNDATIONFORT MYERS, FL | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | $170,500 | 2023 |
| BRIGHT COMMUNITY TRUST INCPORT RICHEY, FL | SPECIFIC PROGRAM | $170,000 | 2023 |
Filing id 202433139349304218
Form 990 · FY2023 · period ending Jun 30, 2023
Filing id 202313129349302811
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202310449349301036
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202113169349310646
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 201943189349306369
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201823199349311207
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201703199349304590
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201623199349302347