Southwest Florida Community Foundation Inc
Donations deductibleSouthwest Florida Community Foundation Inc's network
18 people12 organisationsi18 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (18). Violet dotted lines (13) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
18 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Aysegul Timur Chair | Immediate Past Chair | 2020 | 6 yrs |
| Dawn Belamarich Chair | Chair/ President(As of 9/5/23) | 2024 | 2 yrs |
| Gail Markham Chair | Chair | 2019 | 7 yrs |
| Chauncey Goss | Trustee | 2019 | 7 yrs |
| Dale Reiss | Trustee | 2019 | 7 yrs |
| Fred Moon | Trustee | 2019 | 7 yrs |
| Gary Griffin | Vice Chair and Secretary/Treasurer | 2020 | 6 yrs |
| Harrison S Knight | Trustee | 2020 | 6 yrs |
| Juan Bendeck | Trustee | 2019 | 7 yrs |
| Julie Ben-Susan | Trustee | 2021 | 5 yrs |
| Karen Watson | Trustee | 2024 | 2 yrs |
| Khandyce Mosely | Trustee | 2023 | 3 yrs |
| Laurem Drasites | Trustee | 2024 | 2 yrs |
| Lillie Rentz | Trustee | 2023 | 3 yrs |
| Malike Adigun | Trustee | 2020 | 6 yrs |
| Rosemary Fllori | Trustee | 2023 | 3 yrs |
| Sally Jackson | Trustee | 2022 | 4 yrs |
| Suzanne BOY | Trustee | 2024 | 2 yrs |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jonathon Romine | Chief Operations Officer | 2024 |
| Joseph Braun | Chief Philanthropy Officer | 2024 |
| Luis A Leon | CFO | since 2019 |
| Marina Nassif | CFO | since 2023 |
| Peter Ocsody | Chief Strate | since 2019 |
| Ronald E Penn | CFO (Thru 7/2022) | since 2021 |
| Terry Mazany | Chief Collaboration Officer | since 2023 |
| Tessa Lesage | Chief Impact Officer | 2024 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Dawn Belamarich | Chair/ President | 55 | $298k | $27k | |
| Tessa Lesage | Chief Impact Officer | 50 | $170k | $21k | |
| Jonathan Romine | Chief Operations Officer | 50 | $158k | $21k | |
| Sharon Ralston | CFO (As of 9/5/24) | 50 | $121k | $20k | |
| Joseph Braun | Chief Philanthropy Officer | 50 | $102k | $11k | |
| Alex Breault | Partnership Manager | 40 | $101k | $26k | |
| Marina Nassif | CFO (Through 07/23/24) | 50 | $94k | $13k | |
| Gail Markham | Chair | 3 | $0 | ||
| Gary Griffin | Vice Chair & Secretary/Treasurer | 3 | $0 | ||
| Dale Reiss | Trustee | 3 | $0 | ||
| Damon Romanello | Trustee | 3 | $0 | ||
| Fred Moon | Trustee | 3 | $0 | ||
| Harrison S Knight | Trustee | 3 | $0 | ||
| Juan Bendeck | Trustee | 3 | $0 | ||
| Julie Ben-Susan | Trustee | 3 | $0 | ||
| Karen Watson | Trustee | 3 | $0 | ||
| Khandyce Mosely | Trustee | 3 | $0 | ||
| Lauren Drasites | Trustee | 3 | $0 | ||
| Lillie Rentz | Trustee | 3 | $0 | ||
| Malike Adigun | Trustee | 3 | $0 | ||
| Rosemary Fllori | Trustee | 3 | $0 | ||
| Sally Jackson | Trustee | 3 | $0 | ||
| Suzanne Boy | Trustee | 3 | $0 |
About
- Legal name
- Southwest Florida Community Foundation Inc
- EIN
- 596580974
- Address
- 2031 Jackson Street, Fort Myers, FL, 33901-3627
- State
- Florida
- Mission
- (as filed on the Form 990)
- Activity (NTEE)
- T31Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 1976
- Principal officer
- Dawn Belamarich (as named on the Form 990)
- IRS ruling date
- 1 December 1976
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUPPORT ORGANIZATIONSwflcf Support Organization IncRelatedSUPPORT ORGANIZATIONPedro (Cuban Pete) Aguilar and Barbara Craddock Endowment Inc
Longest observed on the filings
≥7years on the filingsGail Markham
≥7years on the filingsChauncey Goss
≥7years on the filingsDale Reiss
≥7years on the filingsFred Moon
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $183.5m
- Total liabilities
- $8.6m
- Net assets or fund balances
- $174.9m
- Contributions and grants received
- $21.5m
- Program service revenue
- $0
- Grants and similar paid out
- $8.3m
- Employees
- 38
- Volunteers
- 231
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Maine Community Foundation | General operating support | $900k |
| United Way of Lee Hendry Glades and Okeechobee Counties | General operating support | $262k |
| Finemark National Bank & Trust | General operating support | $260k |
| Calusa Nature Center & Planetarium Inc | General operating support | $135k |
| Estero Forever Foundation | General operating support | $124k |
| Habitat for Humanity of Lee and Hendry Counties Inc | General operating support | $109k |
| University of Florida Foundation | General operating support | $103k |
| Holy Trinity High School | General operating support | $100k |
| Hope Clubhouse of Southwest Florida Inc | General operating support | $91k |
| Lehigh Acres Community Services Inc | General operating support | $87k |
| Florida Gulf Coast University Foundation Inc | General operating support | $76k |
| First Presbyterian Church of Bonita Springs Inc | General operating support | $70k |
| Trailways Camp | General operating support | $66k |
| School District of Lee County | General operating support | $65k |
| Cape Coral Animal Shelter | General operating support | $56k |
| Bobby Holloway Memorial Corp | General operating support | $55k |
| Animal Refuge Center Inc | General operating support | $55k |
| Healthy Start Coalition of SWFL Inc | General operating support | $52k |
| All Hound Rescue of Florida Inc | General operating support | $50k |
| Alpha & Omega Freedom Ministries Inc | General operating support | $50k |
| Bonita Bay Veterans Council | General operating support | $50k |
| Charitable Foundation of the Islands Inc | General operating support | $50k |
| Community Foundation of Western North Carolina Inc | General operating support | $50k |
| Upaya Zen Center | General operating support | $50k |
| Gulf Coast Humane Society Inc | General operating support | $50k |