Charlotte Community Foundation, Inc.
PO Box 512047
Punta Gorda FL 33951

The Charlotte Community Foundation exists to enhance the quality of life in Charlotte County. Our mission is to advance the common good by nurturing a giving community and connecting people who care with causes that matter.

CEO/Executive Director Ms. Julia Steele
Board Chair Mr. Ron Olsen
Board Chair Affiliation Strang, Olsen & Lynch, CPA's, PA
General Info
Organization DBA
Supported Organization
Former Names
Charlotte County Foundation
Tax Exempt Status Public Supported Charity
Incorporation Year 1995
Awarded competitive grant from Community Foundation in the last 5 years?
State Charitable Solicitations Permit Yes Apr 2016
State Registration Yes Jan 2015
IRS Letter of Determination
Financial Summary
Projected Revenue $75,900.00
Projected Expenses $343,345.00
Other Documents
Impact Statement
  • Engage the community in giving through philanthropy.
  • Grow and protect the organization's funds through responsible administrative, fund development, and investment management.
  • Maintain a culture of responsible grant making.
  • Serve as a catalyst to improve the capacity and effectiveness of local nonprofit organizations.
  • Needs Statement
    • Endowments, Donor Advised, Designated, Scholarship Funds   
    • Support the "Building for the Future" Capital Campaign, naming opportunities available
    • Unrestricted Funds to support our competative grant cycle to Charlotte County nonprofit organizations
    • Sponsorships of the Nonprofit Network, our educational program to support area nonprofit organizations through workshops, seminars, affinity groups
    Background Statement
    The community foundation in Charlotte County is the Charlotte Community Foundation (CCF). A part of the community for more than 20 years, CCF is the only organization of its type focused exclusively on Charlotte County, Florida. CCF has its roots in the Adventist Hospital Foundation. When the hospital was sold and became the Charlotte Regional Medical Center in 1995, the Charlotte County Foundation was established as a separate 501(c)(3) not-for-profit corporation, focused specifically on health and education issues. In 2004, the Foundation changed its focus and became the Charlotte Community Foundation. With a new mission and a new name, and with the support and assistance of four Advisory Councils, the Board of the Charlotte Community Foundation, Inc., set a course that strives to encourage public and private philanthropy, enhance the capacity of Charlotte County's nonprofit organizations, and support projects that offer unique solutions to community needs, all with the intent of improving the quality of life for residents of Charlotte County. The Foundation has awarded over $2.5 million in grants to support nonprofit organizations and scholarships for students in Charlotte County, Florida. Leading Charlotte County through philanthropy, CCF values stewardships, itegrity and objectivity, collaboration, governance, and innovative and diverse leadership committed to advancing our community for good, for ever. Our objectives are to grow and preserve CCF's endowment to address changing community needs, enhance the visibility of the Foundation and its role in building legacies, establish a proactive culture in grant making, match donors with critical community needs, encourage professional development of nonprofits, and develop and support policies and procedures that ensure the implementation of CCF's Strategic Plan and continued improvement of the Foundation's governance structure, operations, and communications systems. 


    Areas Served
    Areas Served
    In a specific U.S. city, cities, state(s) and/or region.
    FL- Charlotte
    Service Categories
    Primary Org Type Philanthropy,Voluntarism & Grantmaking Foundations
    Secondary Org Type Community Improvement, Capacity Building
    Tertiary Org Type Philanthropy,Voluntarism & Grantmaking Foundations
    Philanthropy, Nonprofit Network, Grant Making, Endowments, Scholarships
    Statement from the Board Chair/Board President
    The Charlotte Community Foundation is a facilitator of philanthropy, working with donors, financial advisors, and estate planning attorneys one-on-one to help our citizens achieve their philanthropic dreams. The Charlotte Community Foundation has been a valuable asset to our community for over 20 years.
    Our goal, plain and simple, is to: enhance the quality of life in Charlotte County through philanthropy.
    The last several years have continued to be challenging times economically for both for-profit and nonprofit communities. With government funding disappearing, even greater burdes and challenges fall to the private sector if we are to maintain a vibrant nonprofit community and fulfill our missions.
    Under the direction of the Charlotte Community Foundation, our Nonprofit Network has strengthened our local nonprofit organizations by establishing the only extensive training program in Charlotte County designed to assist nonprofits develop more effective fundraising, marketing and strategic restructuring activities.
    Community foundation in general, and the Charlotte Community Foundation specifically, are in business for the long haul. In fact, we are in the business of forever. The funds that are created by donors at the Charlotte Community Foundation can continue to make distributions in perpetuity. Our tag ines states: "For Good. For Ever." To accomplish that, we need a stable, permanent presence in the community to facilitate our mission.
    As a result of the current real estate market, the Foundation boarsd was able to purchase a prime piece of downtown real estate at a significant discount to begin to create a permanent home for the Charlotte Community Foundation which will serve as a cornerstone for the community.
    We invite you to learn more about the activities of the Charlotte Community Foundation, and to see our vision of the future. Your donation to the Charlotte Community Foundation will allow us to be your catalyst for change in your communit.
    I invite you to contact me or Greg Bobonich, our CEO, to share the various opportunities that exist through the Foundation. Come grow with us, and see the difference that together we can make in our community.
    Best regards,
    Brian Presley
    Chairman of the Charlotte Community Foundation Board
    Statement from the CEO/Executive Director

    Along with the CCF's Board of Directors, it is through the support and counsel of four Advisory Councils (Endowment, Grants, Leadership Development, and Marketing), that policies and procedures are in place for the Foundation. Along with new endowment and investment policies, the Foundation has developed a competitive grants program, established the "Nonprofit Network" to provide professional development seminars & workshops in Charlotte County for staff & board members of our local nonprofits, and has achieved recognition from the Council on Foundations for compliance with the National Standards for Community Foundations in the U.S.

    The organization is ready to make the next giant leap to expand our endowment to over $15 million in five years. CCF will focus on its on-going goal of connecting individuals, families, businesses and organizations with the causes they care about, to create permanent charitable funds within the Foundation. It is through these endowed, permanent funds that CCF will help our community meet the challenges of the future.
    Connie Kantor, Interim CEO

    Annual competitive grant cycle to Charlotte County Nonprofits for Programs or equipment to increase capacity to serve constituents. Donor advised and designated grants awarded annually as instructed by Fund agreements, to local, national, and international nonprofit organizations.

    Budget $200,000
    Category Philanthropy, Voluntarism & Grantmaking, General/Other Comprehensive Grantmaking
    Program Linked to Organizational Strategy Yes
    Population Served US& International General/Unspecified Other Named Groups
    Short Term Success
    Competitive grant recipients must complete their project with one year, show measurable results, recognize CCF for their contribution, and report back to the Foundation on their success.
    Long Term Success Providing grants to  local nonprofit organizations for special project to benefit the community through an annual competitive grant cycle, budget $60,000. Competitive grants are not awarded for operating funds, but rather to increase capacity of the organization. Donor advised and designated grants are provided in compliance with Fund agreements, 4% of endowed funds allowed to grant annually.
    Program Success Monitoring
    Recipients of competitive grants provide interim and final reports, measuring success of their projects, population served, and capacity of organization expanded. Recognition plaques at recipients site and media publicity including CCF as a sponsor are encouraged.
    Program Success Examples
    TEAM Punta Gorda $50,000 grant developed a City master plan following hurricane Charley's devastation in 2004.
    St. Vincent DePaul, Good Samaritans, Charlotte HIV/AIDS People Support, Church of the Nazarene each benefited from refrigerator/freezer storage to increase capacity of their food pantry programs. The Virginia B. Andes Fund supported the purchase in 2012 of a permanent facility to house a free clinic for underinsured and uninsured residents in Charlotte County with a grant of $840,000. The Hugo and Wallie Spatz Fund was established a fund to provide ongoing support of the Military Heritage Museum of Florida, located in Charlotte County. In addition to the normal annual distribution from the fund, it also provides for matching funds to double the impact of contributions made by others to the museum. This fund has the capacity to be transformative to that organization.
    The goal of the Nonprofit Network (NPN) is serve as a catalyst to improve the capacity and effectiveness of area nonprofit organizations. The NPN provides training, a peer support network and mentoring, resources, needs assessments, information sharing, and a communications system to area nonprofit organizations. CCF is the only organization in Charlotte County providing training in Fundraising, Marketing, and Strategic Restructuring based on the only capacity building study.
    Budget $100,000
    Category Education, General/Other Education & Technology
    Program Linked to Organizational Strategy Yes
    Population Served Adults Other Named Groups US
    Short Term Success
    The Nonprofit Network has grown to over 100 member organizations, and distributes a bi-weekly newsletter to over 400 people. Participation in monthly programs averages 35 attendees,, sometimes as many as 50 people representing staff and boards of various nonprofit organizations. Many of these lunch programs have expanded into half or full day workshops.
    Long Term Success
    The Leadership Advisory Council (LAC) provides leadership, advice, and counsel to the design, development, implement and evaluate the NPN as a resource to the community, strengthening the nonprofit community and the community as a whole. The LAC is comprised business and community leaders, highly qualified in providing leadership to the program and purposes of the NPN.
    Program Success Monitoring
    The success of the Nonprofit Network is measured by participant surveys after each program, the increased capacity and success of the various member organizations, and feedback from the community.
    Program Success Examples
    The Nonprofit Network has attracted nationally known nonprofit-centered speakers, and the attention of LaPiana, a national collaboration facilitator, as well as the Patterson Foundation. The NPN is facilitating increased capacity of area nonprofits. For example: HELP in Charlotte County, a faith-based coalition of individuals, organizations and businesses, coordinates food pantry services. They praise the Nonprofit Network for their one-on-one counselling, helping to strengthen their board and their strategic plan.
    Mission Unity provides recovery housing and services for people on the path to sobriety. The Nonprofit Network provided them the education needed to rejuvenate their Board and develop and implement a formal manual of processes and procedures for the Board, becoming more efficient, streamlined, and effective leaders. The NPN was awarded a $10,000 grant from Procter and Gamble, a very competitive contest. The NPN has attracted nationally known speakers providing a higher level of expertise.
    Program Comments by Organization

    Along with the CCF's Board of Directors, it is through the support and counsel of four Advisory Councils (Endowment, Grants, Leadership Development, and Marketing), that policies and procedures are now in place for the Foundation. Along with endowment and investment policies, the Foundation has developed a competitive grants program, established the Nonprofit Network to provide professional development seminars & resources in Charlotte County for staff & board members of our local nonprofits, and has achieved recognition from the Council on Foundations for compliance with the National Standards for Community Foundations in the U.S.

    The organization is now ready to make the next giant leap to expand our endowment to over $15 million in five years. CCF will focus on its on-going goal of connecting individuals, families, businesses and organizations with the causes they care about, to create permanent charitable funds within the Foundation. It will be through these endowed, permanent funds that CCF will help our community meet the challenges of the future.

    Program Comments by Foundation
    CEO/Executive Director
    CEO/Executive Director Ms. Julia Steele
    CEO Term Start Oct 2014
    CEO/Executive Director Email
    Former CEOs/Executive Directors
    Gregory C. Bobonich May 2008 - Oct 2013
    Dr. Carolyn M. Freeland Phd.Apr 2004 - June 2008
    Senior Staff
    Ms. Jan Stephens
    Staff & Volunteer Statistics
    Full Time Staff 1
    Part Time Staff 0
    Staff Retention Rate % 100
    Professional Development Yes
    Contractors 0
    Volunteers 51
    Management Reports to Board Yes
    CEO/Executive Director Formal Evaluation Yes
    Senior Management Formal Evaluation Yes
    Non-Management Formal Evaluation Yes
    Association of Fundraising Professionals - Member2009
    External Assessments and Accreditations
    Awards & Recognition
    Risk Management Provisions
    General Property Coverage and Professional Liability
    Government Licenses
    Organization Licensed by the Government No
    Fundraising Plan No
    Communication Plan No
    Strategic Plan No
    Strategic Plan Years 5
    Strategic Plan Adopted Apr 2008
    Management Succession Plan Yes
    Policies and Procedures No
    Continuity of Operations Plan No
    Nondiscrimination Policy Yes
    Whistle Blower Policy Yes
    Document Destruction Policy Yes
    Directors and Officers Insurance Policy No
    Management Comments by Organization
    We do not have a policy against commission-based compensation for fundraising consultants, but we do adhere to the AFP Code of Ethics. Legal issues are handled by CCF Counsel.
    Management Comments by Foundation
    Board Chair
    Board Chair Mr. Ron Olsen
    Company Affiliation Strang, Olsen & Lynch, CPA's, PA
    Board Term Apr 2014 to Apr 2015
    Board Chair Email
    Board Members
    Board Members
    Larua Amendola Raymond James
    Ms. Mary A. Byrski Esq.Principal, Byrski Estate and Elder Law
    Mr. Jimmy Dean Publisher, Harbor Style Magazine
    Samuel Kiburz Charlotte State Bank
    Mr. Ronald R. Monck Regional President, First Community Bank of America
    Mr. Ronald Olsen CPAPartner, Strang, Olsen & Lynch, CPAs, PA
    Mr. Douglas L. Young CRPCSenior Financial Advisor, Clear View Financial Services LLC
    Student serving on the board through Community Youth Development?
    Board Demographics - Ethnicity
    African American/Black 0
    Asian American/Pacific Islander 0
    Caucasian 7
    Hispanic/Latino 0
    Native American/American Indian 0
    Other 0 0
    Board Demographics - Gender
    Male 5
    Female 2
    Unspecified 0
    Board Term Lengths 5
    Board Term Limits 2
    Board Orientation Yes
    Number of Full Board Meetings Annually 12
    Board Meeting Attendance % 100
    Board Self-Evaluation No
    Written Board Selection Criteria Yes
    Written Conflict of Interest Policy Yes
    % of Board Making Monetary Contributions 80
    % of Board Making In-Kind Contributions 60
    Constituency Includes Client Representation Yes
    Standing Committees
    Board Governance
    Governance Comments by Organization
    The Board contributes in various ways to the success of the Foundation. Some through financial support, others by referrals of clients and friends, others by in-kind support, and all though community awareness.
    Governance Comments by Foundation
    Fiscal Year Projections
    Fiscal Year Begins 2015
    Fiscal Year Ends 2015
    Projected Revenue $75,900.00
    Projected Expenses $343,345.00
    Endowment Value $4,316,203.00
    Endowment Spending Policy Percentage
    Endowment Spending Policy % 4
    Capital Campaign
    In a Capital Campaign Yes
    Campaign Purpose The purpose of the Capital Campaign is to purchase land and build a permanent campus for the Community Foundation and its Nonprofit Network. As of December 31, 2012, the land has been purchased, architect and contractor secured, the design phase of the project is complete, Construction will begin January 2013.
    Campaign Goal $2,500,000.00
    Campaign Dates Jan 2012 to Dec 2014
    Amount Raised To Date 12000 as of Dec 2012
    Capital Campaign Anticipated in Next 5 Years? Yes
    IRS Form 990s
    Audit/Financial Documents
    2011 Audit2011
    Historical Financial Review
    Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
    Fiscal Year201120102009
    Foundation and
    Corporation Contributions
    Government Contributions$0$0$0
    Individual Contributions$2,014,559$92,832$206,399
    Investment Income, Net of Losses$192,998$323,068($904,379)
    Membership Dues$0----
    Special Events$0----
    Revenue In-Kind$41,396$9,972$9,867
    Expense Allocation
    Fiscal Year201120102009
    Program Expense$519,998$389,791$312,600
    Administration Expense$69,041$58,467$52,079
    Fundraising Expense$43,355$22,942$13,194
    Payments to Affiliates$0----
    Total Revenue/Total Expenses3.550.950.00
    Program Expense/Total Expenses82%83%83%
    Fundraising Expense/Contributed Revenue2%25%6%
    Assets and Liabilities
    Fiscal Year201120102009
    Total Assets$5,973,782$4,543,014$4,733,808
    Current Assets$5,458,729$4,304,845$4,683,963
    Long-Term Liabilities$0$0$0
    Current Liabilities$8,261$12,784$11,131
    Total Net Assets$5,965,521$4,530,230$4,722,677
    Top Funding Sources
    Fiscal Year201120102009
    Top Funding Source & Dollar AmountContributions, gifts, grants $2,014,559Net gain from sale of assets $226,492Contributions, gifts, grants $206,399
    Second Highest Funding Source & Dollar AmountInvestment income $192,998Investment income $97,013Investment income $94,697
    Third Highest Funding Source & Dollar AmountFund Management Fees $37,530Contributions, gifts, grants $92,832Sale of books $3,392
    CEO/Executive Director Compensation $50,001 - $75,000
    Co-CEO/Executive Director Compensation
    Tax Credits No
    Short Term Solvency
    Fiscal Year201120102009
    Current Ratio: Current Assets/Current Liabilities660.78336.74420.80
    Long Term Solvency
    Fiscal Year201120102009
    Long-Term Liabilities/Total Assets0%0%0%
    Financials Comments
    Financial Comments by Organization
    The current "Building for the Future" Capital Campaign plans to raise $2.5 million in Phase 1 to complete construction on a two building campus for the Charlotte Community Foundation administrative offices and the education center for the Nonprofit Network. It is our intention to raise all the funds necessary to complete the project with new donor money, not affecting our current endowment.
    Financial Comments by Foundation Foundations and corporations are included with individual contributions as they are not separated in the 990 or audit.  Financial figures taken from IRS Form 990.  990 and audit reconciled.
    Nonprofit Charlotte Community Foundation, Inc.
    Address PO Box 512047
    Punta Gorda, FL 33951
    Primary Phone 941 637-0077