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 · FY2024
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $616,115,448 | $547,211,131 | $67,500 | $1,262,768,758 | $568,553,510 |
| FY2023 | 990 | $608,109,826 | $504,779,733 | $37,500 | $1,061,061,386 | $493,139,034 |
| FY2022 | 990 | $626,227,197 | $614,788,809 | $67,500 | $1,110,507,384 | $385,582,515 |
| FY2021 | 990 | $497,387,726 | $478,634,024 | $60,000 | $850,449,864 | $370,619,155 |
| FY2020 | 990 | $447,652,126 | $441,289,217 | $60,000 | $785,170,912 | $344,398,964 |
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 100% 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 CountyFort Myers, FL | United Way campaign funds stay in the local community to help support the local human services network. United Way partner agencies and initiatives like Alvin A. Dublin Alzheimer's Resource Center, Children's Advocacy Center, Big Brothers Big Sisters, LARC and United Way 211 serve a diverse range of needs in our community, such as nurturing children and youth, strengthening families, meeting critical need such as helping the elderly and disabled live independently, and empowering communities by bringing health and human services to neighborhoods. A portion of the contributions that are made to the United Way helps to fund the "Power to Share" program. This program provides short-term emergency assistance funding for qualifying LCEC customers wo are unable to pay their electric bills due to financial hardship | $60,000 | 2022 |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise M Vidal | EVP/CEO | 58.00 | $723,445 |
| Sarah Bullock | DIR OF FINAN | 50.00 | $379,577 |
| Edward Nagy | DIRECTOR, IT | 40.00 | $295,423 |
| Rodney C Hawkins | DIRECTOR, EL |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| United Way of Lee CountyFort Myers, FL | United Way campaign funds stay in the local community to help support the local human services network. United Way partner agencies and initiatives like Alvin A. Dublin Alzheimer's Resource Center, Children's Advocacy Center, Big Brothers Big Sisters, LARC and United Way 211 serve a diverse range of needs in our community, such as nurturing children and youth, strengthening families, meeting critical need such as helping the elderly and disabled live independently, and empowering communities by bringing health and human services to neighborhoods. A portion of the contributions that are made to the United Way helps to fund the "Power to Share" program. This program provides short-term emergency assistance funding for qualifying LCEC customers wo are unable to pay their electric bills due to financial hardship. | $60,000 | 2021 |
| UNITED WAY OF LEE COUNTYFORT MYERS, FL | Not available | $60,000 | 2024 |
| United Way of Lee CountyFort Myers, FL | United Way campaign funds stay in the local community to help support the local human services network. United Way partner agencies and initiatives like Alvin A. Dublin Alzheimer's Resource Center, Children's Advocacy Center, Big Brothers Big Sisters, LARC and United Way 211 serve a diverse range of needs in our community, such as nurturing children and youth, strengthening families, meeting critical needs such as helping the elderly and disabled live independently, and empowering communities by bringing health and human services to neighborhoods. A portion of the contributions that are made to the Unite Way helps to fund the "Power to Share" program. The "Power to Share" program provides short-term emergency assistance funding for qualifying LCEC customers who are unable to pay their electric bills due to financial hardship. | $60,000 | 2020 |
| UNITED WAY OF LEE COUNTYFORT MYERS, FL | Not available | $37,500 | 2023 |
| HORIZON FOUNDATION INCFORT MYERS, FL | Not available | $7,500 | 2024 |
| Horizon Foundation IncFort Myers, FL | The Horizon Foundation, a charitable 501(c)(3) organization, was established to provide a funding vehicle for businesses to invest in the longterm economic development and vitality of Lee County. The Foundation raises private sector money to support the efforts of the Lee County Economic Development Office and the Horizon Council in order to improve the area's business climate. LCEC participates regularly on committees and regional initiatives. Funding is partly in support of the Industry Appreciation of area leaders and companies | $7,500 | 2022 |
| 55.00 |
| $296,427 |
| Karen Ryan | DIRECTOR OF | 50.00 | $260,893 |
| Sandra Thompson | DIRECTOR OF | 48.00 | $253,018 |
| Gary Avin | DIR. MEMB. S | 50.00 | $253,411 |
| Derek Holland | LINEMAN | 79.00 | $257,398 |
| Walter Ruth | DIR. OF BUS. | 55.00 | $231,137 |
| Troy Hamilton | LINEMAN | 73.00 | $247,755 |
| Amanda Smelker | DIR, ADMIN S | 45.00 | $222,053 |
| Richard B Lewis | LINEMAN | 70.00 | $221,967 |
| Shane Leach | LINEMAN | 72.00 | $227,320 |
| Myron Martin | MGR-PROC./SU | 45.00 | $215,204 |
| Chauncey P Goss | TRUSTEE | 4.00 | $26,850 |
| David Beam | TRUSTEE | 4.00 | $25,850 |
| Rick Joyce | TRUSTEE | 10.00 | $25,850 |
| Michael Powell | TRUSTEE/PRES | 13.00 | $25,850 |
| Richard Turbeville | TRUSTEE | 6.00 | $25,850 |
| Russell Priddy | TRUSTEE | 6.00 | $24,750 |
| Tarik Ayasun | TRUSTEE | 1.00 | $23,500 |
| Eleanor M Flannery | TRUSTEE | 5.00 | $23,500 |
| Rhichard Pritchett Iii | TRUSTEE | 5.00 | $23,500 |
| Craig Woodward | TRUSTEE | 6.00 | $23,500 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202433179349303248
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202323139349305417
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243199349307064
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202113199349301746
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201913109349301996
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201803349349300230
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201830309349301328
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.