philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Shadow Wood Charitable Foundation INC

Tax-deductible

Bonita Spgs, FL501(c)(3)Foundations & Grantmakers EIN 38-3881140Revenue $1.7M in FY2025

On file with the IRSshadowwoodcharitablefoundation.org24600 S Tamiami Trl Ste 212, 34134-7023 · Bonita Spgs, FLTax-exempt since Sep 2012Publicly supported — 509(a)(2)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Shadow Wood Charitable Foundation, Inc. is committed to supporting charitable programs that improve the lives of southwest Florida residents in need. The Foundation raises funds and distributes them to section 501(c)(3) charities that serve those residents through social service programs. It also has scholarship award and emergency relief programs for the benefit of employees, and families of employees, of Shadow Wood Country Club and Shadow Wood Community Association, and a scholarship program for the benefit of graduating seniors of two local high schools.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Run by 170 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $33K a year · 2% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
+11% vs prior year
Spent
$1.9M
To programs
98%
Net assets
$410K
By yearFY2021–FY2025
Revenue
$1.7M
FY2025▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.0M
FY2022$1.2M
FY2023$1.6M
FY2024$1.5M
FY2025$1.7M
Expenses
$1.9M
FY2025▲ +36%
Tap a bar for its year
Expenses by fiscal year
FY2021$960K
FY2022$1.1M
FY2023$1.6M
FY2024$1.4M
FY2025$1.9M
Net assets
$410K
FY2025▼ -33%
Tap a bar for its year
Net assets by fiscal year
FY2021$310K
FY2022$403K
FY2023$475K
FY2024$612K
FY2025$410K

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2012.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $1.8M Management & general 1% · $26K Fundraising 0% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Clark Bell
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Eric Ganz
Treasurer
$0Pt VII · Sec A
Tammy Katz
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Renee Pope
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Doug Timmel
Vice Preside
$0Pt VII · Sec A
See Shadow Wood Charitable Foundation INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds local charities and provides scholarships and emergency aid to residents and employees.

Questions for Shadow Wood Charitable Foundation INC

Tap to ask. Shadow Wood Charitable Foundation INC sees how many people are interested.

Your first name shows with your question. Shadow Wood Charitable Foundation INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $1.8M · in their own filed words · FY2024
01

The foundation is committed to supporting charitable programs that improve the lives of southwest florida residents in need. During the year ended march 31, 2025, the foundation made grants in excess of 5,000 to 16 charitable organizations serving those residents.

$1.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Ferguson Family Foundation INCFY2025$18K
Total grants receivedfrom 1 funder$18K
Grants paid · 78 grants · $6.7M · 2020–2024
Habitat for Humanity of Lee & Hendry Counties INCFL · FY2024$390,000
Ana's Friends INCFL · FY2024$215,000
Valeries House INCFL · FY2024$170,000
New Horizons of Southwest Florida INCFL · FY2024$155,000
Hearts & Homes for Veterans INCFL · FY2024$155,000
Interfaith Charities of South Lee INCFL · FY2024$142,130
The Salvation ArmyGA · FY2024$100,000
Florida Lions Eye Clinic INCFL · FY2024$80,000
Cafe of Life INCFL · FY2024$65,000
Alliance for Period Supplies of SwflFL · FY2024$60,000
Literacy Council Gulf Coast INCFL · FY2024$55,000
Collier Community Foundation INCFL · FY2024$55,000
The Foundation for Lee County Public Schools INCFL · FY2024$53,000
Lee Memorial Health System Foundation INCFL · FY2024$45,000
Home Base FloridaMA · FY2024$44,000
Pathways Early Education Center of Immokalee INCFL · FY2024$35,000
Lamb of God Lutheran ChurchFL · FY2024$15,000
Laces of Love Charitable Foundation INCFL · FY2024$10,000
See all 78 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$1.5M
Other incomeLn 4–11$111K
Investment incomeLn 3$18K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.8M
Managementcol C$26K
Fundraisingcol D$5K
Owns and owesPt X
$410K
net assets · Ln 32
Cash and savingsLn 1–2$406K
Total assetsLn 16$417K
LiabilitiesLn 26$7K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Noncash giftsLn 1g$70K
Fundraising eventsLn 1c$193K
Investment incomeLn 3$18K
Other incomeLn 4–11$111K
Gains on assetsLn 7$646
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
SavingsLn 2$406K
Cash and savings togetherLn 1–2$406K
Total assetsLn 16$417K
LiabilitiesLn 26$7K
Net assetsLn 32$410K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6170
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$614K$406K
Total assetsLn 16$628K$417K
LiabilitiesLn 26$16K$7K
Net assetsLn 32$612K$410K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.8M$1.8M
Other fees for servicesLn 11g$6K$5K$2K
Office expensesLn 13$16K$12K$4K
Information technologyLn 14$6K$6K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$2K$2K
Total functional expensesLn 25$1.9M$1.8M$26K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.7M$1.9M−$202K$410K 990 PDF
FY2024 $1.5M$1.4M$137K$612K 990 PDF
FY2023 $1.6M$1.6M$72K$475K 990 PDF
FY2022 $1.2M$1.1M$92K$403K 990 PDF
FY2021 $1.0M$960K$67K$310K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $1,673,957 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,389,296$1,545,379
I-9 Program service revenue$0
I-10 Investment incomePrior year $13,955$17,921
I-11 Other revenuePrior year $109,573$110,657
I-12 Total revenuePrior year $1,512,824$1,673,957
I-13 Grants and similar amounts paidPrior year $1,337,700$1,844,130
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $37,905$31,420
I-18 Total expensesPrior year $1,375,605$1,875,550
I-19 Revenue less expensesPrior year $137,219−$201,593
Part VI · Governance 10 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,673,957 across 8 lines filed
Lines not itemized here account for $180,642 of total revenue; see the IRS return.
VIII-1c Fundraising events$192,652
VIII-1f All other contributions, gifts and grants$1,352,727
VIII-1g Noncash contributions (included above)$69,885
VIII-1h Total contributions, gifts and grants$1,545,379
VIII-3 Investment incomeExcluded from tax $17,275$17,275
VIII-7 Net gain or loss on sales of assetsRelated to mission $646$646
VIII-8 Net income from fundraising eventsExcluded from tax −$69,985−$69,985
VIII-12 Total revenueRelated to mission $646 · Excluded from tax $127,932$1,673,957
Part IX · Statement of functional expenses $1,875,550 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $1,844,130$1,844,130
IX-11g Other fees for servicesManagement $4,594 · Fundraising $1,531$6,125
IX-13 Office expensesManagement $11,776 · Fundraising $3,926$15,702
IX-14 Information technologyManagement $5,573$5,573
IX-23 InsuranceManagement $1,755$1,755
IX-24 Other expenses (24a–d)Management $2,265$2,265
IX-25 Total functional expensesPrograms $1,844,130 · Management $25,963 · Fundraising $5,457$1,875,550
Part X · Balance sheet $417,311 assets, 8 lines filed
X-2 Savings and temporary cash investmentsStart of year $613,514$405,802
X-9 Prepaid expenses and deferred chargesStart of year $14,528$11,509
X-16 Total assetsStart of year $628,042$417,311
X-19 Deferred revenueStart of year $16,026$6,888
X-26 Total liabilitiesStart of year $16,026$6,888
X-27 Net assets without donor restrictionsStart of year $612,016$410,423
X-32 Total net assets or fund balancesStart of year $612,016$410,423
X-33 Total liabilities and net assetsStart of year $628,042$417,311
Part XI · Reconciliation of net assets $410,423 net assets at year end
XI-1 Total revenue$1,673,957
XI-2 Total expenses$1,875,550
XI-3 Revenue less expenses−$201,593
XI-4 Net assets at start of year$612,016
XI-10 Net assets at end of year$410,423

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.