Philanthropy In Florida by Blacksonville Community Network (BCN)

PHILANTHROPY IN THE SUNSHINE STATE A Comprehensive Look at Florida’s Grantmaking Foundations and Donors A Study Conducted by the Florida Philanthropic Network November 2003

CONTENTS Preface

Introduction

Foundations in Florida

The Florida Philanthropic Network was established in 2002 as a coalition of grantmakers to organize and promote philanthropy in the state, to encourage dialogue and collaboration among nonprofits, business and government, and to serve as a voice for the state’s nonprofit sector. The Network promotes informed decision-making on critical public policy issues by sponsoring independent research, publishing papers and holding public forums.

Individual Giving

Florida’s Philanthropic Challenge

Regional Profiles

Panhandle

North Florida

North Central Florida

West Central Florida

Southwest Florida

Southeast Florida

Methodology

Information Sources

FPN Board of Directors

Copyright © 2004 Florida Philanthropic Network. Permission to use, copy and distribute this document in whole or in part is hereby granted, provided that appropriate credit to the Florida Philanthropic Network is included in all copies.

PREFACE

Florida philanthropy at the turn of the 21st century resembles in many ways America’s golden age of philanthropy almost a century earlier. The past decade in particular has been characterized by significant growth – in wealth creation, in philanthropic assets and in philanthropic activity. Indeed, new generations of Florida donors have used this wealth to create major new medical centers, symphony orchestras, universities and community organizations of every kind. Philanthropy in Florida reflects the unique character of the state – large, diverse, warm, open and mobile. It is powered by the resources and passions of people drawn to the Sunshine State in pursuit of opportunity and a good life. Despite growth in philanthropic assets and activity during the past decade, the changing role of government, persistent poverty, the increasing mobility of people and unprecedented human population growth have combined to create a more complex philanthropic environment than ever before. Philanthropy in the Sunshine State presents a comprehensive look at Florida foundations and individual donors – where they are, what they do, and the scope and focus of their charitable activity. It was developed not only to provide the first statewide overview of philanthropy in Florida, but also to compare Florida’s giving patterns to giving patterns in other southeastern states and to the nation as a whole. It also divides the state into six regions, and compares the philanthropic assets and giving patterns of these regions to one another.

This report was made possible by members of the Florida Philanthropic Network – the Allegany Franciscan Foundation, Edyth Bush Charitable Foundation, Jessie Ball duPont Fund, Dade Community Foundation, Health Foundation of South Florida, John S. and James L. Knight Foundation, and John D. and Catherine T. MacArthur Foundation – and their partners, the Blue Foundation for a Healthy Florida and Darden Restaurants Foundation.

Research was conducted by Jankowski Associates, Inc. and L&M Associates with Judy Hall Consulting. Tim Murphy of L&M Associates organized and analyzed all data. The report was written by Phyllis Shapiro. Project advisors were Sherry Magill, Alma Ayala and Mary Kress Littlepage.

Our aim is to organize philanthropic data in a useful way and encourage an informed discussion about how to promote greater private giving and the proper role of volunteer philanthropy in public life. We hope public officials, nonprofit and business leaders, individual donors, organized philanthropies, journalists and policy makers alike will use this report to form a realistic and deeper appreciation of Florida’s independent sector. Philanthropy in the Sunshine State will serve as a benchmark against which we will measure future philanthropic activity. It is based largely on information obtained from the Internal Revenue Service, U.S. Census Bureau and the Foundation Center. The report focuses primarily on private independent, family and corporate foundations, community foundations, hospital conversion foundations, and on individual giving as reported on federal income tax returns. For regional data on individual giving, the report relies on IRS data from 1997, the only year for which county-level data are available. Excluded from this report is information about an estimated 240 single-purpose Florida foundations – organizations established to support a single university, hospital or other nonprofit institution. Also excluded is information about the substantial cash and in-kind giving by individuals to religious institutions and grassroots community groups throughout the state. Most of this philanthropy comes from the majority of taxpayers who do not itemize their returns.

PHILANTHROPY IN THE SUNSHINE STATE

INTRODUCTION

Where are you from?

The question is common whenever Floridians meet, whether they gather for business, pleasure or any other social or civic purpose. In fact, it’s usually the first thing people want to know. The assumption is that you are not from Florida, that you have come here from another state or country.

FLORIDA SNAPSHOT

More often than not, the assumption is correct, especially in the urban areas where most Floridians live. Two-thirds of the state’s residents were born outside Florida, and 18 percent were born outside the United States.

67 counties Population (in millions) 1990

12.9

2000

16.0

2002

16.4

Number of households (in millions) 1990

5.1

2000

6.3

2002

6.6

Number of tax filers* (in millions) and average tax filer income 6.9 1997 $39,797 7.6 2001 $44,431

Florida has always been a place of immigrants and for the past half-century immigration has boomed. It has become a cliché that Florida today represents what the nation will be in a generation or two: fragmented, diverse, multilingual, with residents sharply split between old and young, rich and poor. While high immigration has fueled Florida’s economic growth and brought a spectacular array of cultural riches, Floridians seem to lack any common ground. The state extends more than 400 miles from north to south and almost as far from east to west. Its largest urban area, Miami, is closer to the islands of the Caribbean than to most of the rest of the United States, not just in style but in physical fact. The viewpoints of many Florida communities reflect stronger links with other states and countries than with other parts of Florida. Immigration – both from other states and from other nations – also has shaped philanthropy in the Sunshine State. Charitable giving by individuals, families, businesses and foundations all has been defined by attitudes and traditions born in distant places and cultures.

2003 Household net worth

Substantial new philanthropic dollars move into Florida every year with the people and organizations relocating here, yet many of those dollars move right out again. The money is sent “back home” to communities that still exercise a strong emotional pull and stir an understandable sense of responsibility to one’s roots.

High net worth households (above $500,000)

15.2%

Low net worth households (below $15,000)

25.1%

Ratio

1 to 1.7

Population Origin (2002 percentage)

33.4% 48.6%

Age (2002 percentage)

17.9% 21.6% 25.8 n Native born n Foreign born n Born in other state

34.6% n n n n

21.6%

19 and under 20-34 35-59 60 and older

Even giving within Florida does not always align with the state’s most urgent needs, since philanthropic decisions may be based on experiences from other times and places. Moreover, there is little consensus about the respective roles of government, business and private philanthropy in supporting the state’s nonprofit sector and critical human needs. Long considered a mecca for the elderly, Florida today has a growing population of young people. Florida’s population age 60 and older has declined to 22 percent from 24 percent in 1990. In every region of the state except Southwest Florida, the population under age 20 is larger than the population age 60 and older. As a result, today’s Sunshine State is a place of many children and many seniors, two groups whose interests don’t always coincide. According to IRS estimates, some 206,000 Florida residents are millionaires, while at least 2 million people live in poverty. On any given day, about 72,000 Floridians are homeless – more than 35 percent of them children.

*This report uses the term “tax filer” to represent an individual or individuals who file a tax return, singly or jointly. See page 13 for additional terminology.

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

Florida has few major statewide foundations. Each of the state’s 23 community foundations was chartered to address the needs of its specific area, which may be a single county or a cluster of neighboring counties. While Florida is home to 3,289 foundations, only a handful were created for the primary purpose of helping the state as a whole. Among them are Publix Super Markets Charities and the Blue Foundation for a Healthy Florida. The Florida Philanthropic Network was established in part to organize philanthropy across the state and create a statewide perspective among Florida’s giving community. It provides a voice for the philanthropic sector and offers a broad perspective on Florida’s entire 67-county community and 16 million residents.

Panhandle

North Florida

The Florida Philanthropic Network set the boundaries for the six multi-county regions based on the 11 regional configurations used by Florida’s regional planning councils. This will enable others to use the philanthropy data in the context of readily organized community data and surveys that are compiled for planning purposes. The regions correspond to these regional planning councils: Panhandle West Florida Regional Planning Council Apalachee Regional Planning Council North Florida North Central Florida Regional Planning Council Northeast Florida Regional Planning Council North Central Florida Withlacoochee Regional Planning Council East Central Florida Regional Planning Council West Central Florida Central Florida Regional Planning Council Tampa Bay Regional Planning Council Southwest Florida Southwest Florida Regional Planning Council Southeast Florida Treasure Coast Regional Planning Council South Florida Regional Planning Council

PHILANTHROPY IN THE SUNSHINE STATE

North Central Florida

West Central Florida

Southwest Florida

Southeast Florida

FOUNDATIONS IN FLORIDA

A foundation

is a nongovernmental, nonprofit organization established under the U.S. Internal Revenue Code to support religious, charitable and educational activities serving the common welfare. Various types of foundations reflect different origins, purposes and legal structures. Most common is the private foundation, typically founded by one individual or family, often by bequest, to support defined charitable objectives through grantmaking to other nonprofit tax-exempt organizations. Many private foundations begin as family foundations, governed first by members of the original donor’s family. As time passes, governance responsibility shifts from the donor family to a board of trustees Growth of Organized Philanthropy comprising community leaders not related to the donor. 1990

2001

% Change

Number of Florida Foundations

1,300

3,289

+ 153%

Assets of Florida Foundations

$3.2 billion

$14.1 billion

+ 341%

Florida Population

12,941,196

16,396,515

+ 26.7%

$135.50

35.5%

Inflation

$100

Operating foundations are private foundations that use the bulk of their income to provide charitable services or programs of their own. Community foundations are public charities established to serve the needs of defined geographic areas. They receive support from multiple sources – individual contributions, trusts, endowments and private foundation grants – and they provide a framework enabling donors to support charitable causes without having to create their own separate foundations.

A relatively new institution, the hospital conversion foundation, has emerged over the past two decades, endowed by the proceeds of sales of nonprofit community hospitals. The law requires that the assets of these institutions – created from community contributions – should remain a community resource rather than being absorbed by a for-profit enterprise. Thus, these assets seed hospital conversion foundations, which may be structured as private foundations, operating foundations or public charities, but which generally focus their giving on health-related issues in their communities. Florida ranks among the nation’s top 10 states in terms of total foundation assets. The state is home to 3,289 foundations, or 5.3 percent of the 62,284 foundations in the United States. Florida foundations have assets of $14.1 billion, an increase of 341 percent over the $3.2 billion in Florida foundation assets reported in 1990. This dramatic growth compares with a 361 percent increase in foundation assets in the 12-state southeastern United States and 181 percent growth in foundation assets for the nation as a whole over the same period. In the most recent year reported, Florida foundations awarded grants totaling $922.1 million. Florida is home to two of the nation’s 100 largest foundations, the $1.9 billion John S. and James L. Knight Foundation, based in Miami, and the $542 million Picower Foundation, in Palm Beach. Nineteen other Florida foundations have assets in excess of $100 million. Not surprisingly, Florida foundation giving is concentrated among those large institutions. Of the 3,254 private grantmaking foundations in the state, 90 of the largest grantmakers distributed 51 percent of giving by all private foundations in the most recent year recorded. In recent years Florida has seen a remarkable growth in new foundations. Between 1996 and 2001, more than 1,500 new foundations were established, with almost $3 billion in combined assets. While these foundations represent almost half the total number of Florida-based foundations, their assets and giving equal roughly 20 percent of the state’s foundation assets and giving.

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

Florida’s Foundations Number

Assets

Gifts Received

Annual Giving

(in millions)

(Last 12 months) (in millions)

Statewide

3,289

$14,136.8

$624.0

$922.1

Private (including corporate)

3,254

12,704.6

530.6

843.2

Community Foundations

589.3

83.5

52.0

Hospital Conversion Foundations

842.8

9.9

26.9

Panhandle

106

102.5

9.8

7.3

North Florida

354

1,397.2

58.7

89.1

North Central Florida

305

979.5

37.6

54.8

West Central Florida

436

1,471.2

83.4

107.5

Southwest Florida

469

1,408.2

68.6

128.6

Southeast Florida

1,619

8,778.2

365.9

534.8

Florida has 23 community foundations; combined, they now serve most of the state’s population. These foundations have combined assets of $589 million and total annual grantmaking of approximately $52 million. At least two community foundations are now located in each of the six study regions. The state currently is home to 12 hospital conversion foundations, six clustered in Southeast Florida and the rest spread among the state’s other regions. Their combined assets are approximately $843 million, and in their most recent year reported, they awarded grants totaling $27 million, 95 percent of which went to Florida organizations. Private grantmaking foundations (but not community foundations or hospital conversion foundations) are required each year to distribute at least 5 percent of their assets, averaged over a three-year period. While the law dictates the amount of private foundation resources that must go to charity, each foundation’s governing board determines the purposes and recipients of its grant funds. The result is wide philanthropic diversity. Foundations are as varied as the donors who create them; their giving reflects many different philanthropic interests and approaches. Logically, each foundation is responsible for its own funding program, including decisions such as grant size and terms, and recipients, their locations and programs. While a majority of private grantmaking foundations pay out the required 5 percent of their assets each year, intending to continue in perpetuity, some foundations elect to complete their work in a limited time span, intentionally spending themselves out of existence and thus paying out significantly more than 5 percent annually. The Miami-based Lucille P. Markey Charitable Trust is one good example, distributing more than $500 million for medical research during its 15-year lifespan ending in 1997. The F. W. Olin Foundation is also unique in its approach to grantmaking. Established in 1938 and based in Sarasota, Olin has assets approaching $300 million and awards very few, but very large grants, primarily for construction of

PHILANTHROPY IN THE SUNSHINE STATE

Foundation Giving: Where Grant Dollars Went % of Giving to Major Areas of Interest Total Grants Reviewed*

Education

Public & Societal Benefit

Human Services

Health

Religion

Arts & Culture

Int’l

$428.8

28.3

14.8

11.9

14.3

14.5

11.3

2.4

2.6

0.02

Community Foundations

46.0

17.9

6.5

32.2

8.9

7.6

18.6

0.3

1.9

6.2

Hospital Conversion Foundations

21.9

22.7

3.7

36.6

31.8

1.9

2.4

0.4

0.1

(millions)

Private Foundations

Animal Welfare & Environment

Other

(including corporate)

*This analysis included grants made by 90 of Florida’s largest private foundations, representing 51 percent of all giving by private foundations in Florida; all available community foundation grants, representing 92 percent of their giving; and all available hospital conversion foundation grants, representing 81 percent of their giving.

science and engineering facilities at independent colleges across the country. In 2002, for example, one Olin grant of more than $50 million went to a new college near Boston, Mass1. Consistent with their founding donors’ objectives, Florida foundations send more than 61 percent of their grant money outside the state. Many foundations support charities both in Florida and in one or more other states, reflecting the origins and mobility of today’s philanthropists. Knight Foundation, Florida’s largest, is a national foundation, with a mission of supporting journalism and the 26 communities in the United States where its founders owned the newspapers that generated their wealth. Consequently, only 22 percent of Knight’s grant funds go to Florida nonprofits. The Jessie Ball duPont Fund, in Jacksonville, was established to fund only the organizations Mrs. duPont supported between 1960 and 1964. About 30 percent of duPont Fund grant dollars go to 94 Florida organizations; other duPont Fund grants are concentrated largely in Virginia and Delaware, where Mrs. duPont lived much of her life. Conversely, Florida nonprofits receive significant grant funding from foundations based outside the state. The $4.2 billion John D. and Catherine T. MacArthur Foundation, based in Chicago, has long had a major presence in Palm Beach County, where the MacArthurs lived, owned property and conducted business. Altogether, the nation’s 1,000 largest foundations sent more than $253 million in grant funds to Florida nonprofits in their last year reported, according to Foundation Center data. Many smaller foundations, not included in this total, also award grants in Florida each year. The ability of foundations to support nonprofit organizations, of course, is influenced by fluctuations in the nation’s economy and financial markets. Two trends characterize Florida’s organized philanthropy during the past few years. On the one hand, the Sunshine State, like the rest of the nation, has seen dramatic growth in foundation formation and philanthropic activity. At the same time, the 1

Although Olin is the largest private foundation in Southwest Florida, its grants have been excluded from the analysis of grantmaking to avoid distorting the results.

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

downturn of the economy and stock market decline have reduced foundation assets, resulting in lower grantmaking capacity among those already established, at least for the short term. The vast majority of foundations, however, have a long-term perspective. While charitable purposes and grantmaking approaches vary considerably, Florida’s large and growing foundation community represents a significant asset for the state.

THE IMPACT OF NEW FOUNDATIONS

• Foundations created 1996-2001 • Foundations created prior to 1996

Foundation Creation

Foundation Assets

48%

52%

20% Foundation Giving

80% 20% 80%

Florida is among the nation’s most active areas of new foundation formation. From 1996 through 2001, the state saw the formation of more than 1,500 new foundations, representing nearly half of all Florida-based foundations. The total assets of these new foundations, however, are only one-fifth of the state’s total foundation assets. Similarly, their giving is but one-fifth of all foundation giving in the state.

PHILANTHROPY IN THE SUNSHINE STATE

THE FLORIDA 90 For this study, the Florida Philanthropic Network analyzed grants from a geographic sampling of 3,254 private foundations, including the following 90 Florida foundations. (See page 30 for methodology.) Name 1. John S. and James L. Knight Foundation 2. Picower Foundation 3. Publix Super Markets Charities 4. Arthur S. DeMoss Foundation 5. Wallace H. Coulter Foundation 6. Flight Attendant Medical Research Institute 7. Jessie Ball duPont Fund 8. Ted Arison Family Foundation USA 9. Ted Arison Charitable Trust 10. Forrest C. Lattner Foundation 11. Arthur Vining Davis Foundation No. 3 12. Batchelor Foundation 13. Koch Foundation 14. Elizabeth Morse Genius Foundation 15. Scaife Family Foundation 16. Chatlos Foundation 17. George B. Storer Foundation 18. Arthur Vining Davis Foundation No. 2 19. Whitehall Foundation 20. Edyth Bush Charitable Foundation 21. William G. & Marie Selby Foundation 22. Martin Andersen and Gracia Andersen Foundation 23. George and Mary Kremer Foundation 24. Thoreson Foundation 25. E.M. Lynn Foundation 26. Aurora Foundation 27. Cafesjian Family Foundation 28. Thomas M. Kirbo and Irene B.Kirbo Charitable Trust 29. Dr. P. Phillips Foundation 30. Alfred I. duPont Foundation 31. William J. von Liebig Foundation 32. Weaver Family Foundation 33. River Branch Foundation 34. Joy McCann Foundation 35. Mote Scientific Foundation 36. Schoenbaum Family Foundation 37. James E. Davis Family – WD Charities 38. Alpha Omega Foundation 39. Taylor Family Foundation 40. Life’s Requite 41. Roy M. Speer Foundation 42. Vera Davis – WD Charities 43. Jay Stein Foundation Trust 44. Appleby Foundation 45. Alfred & Ann Goldstein Foundation

City Region Miami SE Palm Beach SE Lakeland WC West Palm Beach SE Miami SE Miami SE Jacksonville N Miami SE Miami SE Delray Beach SE Jacksonville N Palm Beach Gardens SE Gainesville N Winter Park NC West Palm Beach SE Longwood NC Islamorada SE Jacksonville N Palm Beach SE Winter Park NC Sarasota SW

Assets $1,900,829,943 542,109,910 460,932,750 444,341,972 345,620,149 326,400,295 255,221,814 250,771,018 169,777,662 156,635,067 143,050,643 137,182,925 130,799,600 117,731,887 91,422,569 90,840,657 90,270,513 84,268,003 79,569,533 75,176,198 69,121,921

Giving $85,569,297 32,278,810 24,002,437 36,078,266 23,445,541 6,312,242 12,067,999 10,151,522 7,896,668 7,185,200 6,613,532 5,459,500 11,126,958 4,895,537 4,104,200 5,403,717 4,255,000 3,667,520 4,555,345 3,230,791 3,823,948

Orlando Naples Largo Boca Raton Bradenton Naples

NC SW WC SE WC SW

56,872,075 54,533,338 49,929,555 45,302,137 43,624,277 42,201,082

2,262,795 3,192,828 2,107,000 15,283,440 2,520,505 1,166,634

Jacksonville Orlando Jacksonville Orlando Jacksonville Jacksonville Tampa Longboat Key Sarasota Jacksonville Naples Anna Maria Redington Beach Odessa Jacksonville Jacksonville Sarasota Sarasota

N NC N NC N N WC WC SW N SW SW WC WC N N SW SW

38,128,877 37,419,758 34,267,614 30,181,196 28,198,456 25,714,495 24,441,204 24,405,045 23,322,399 22,558,353 16,720,833 15,544,305 15,375,120 15,136,702 14,860,626 14,808,366 14,696,401 14,597,841

2,107,150 1,694,761 1,376,640 6,141,293 3,610,854 1,447,000 1,869,096 3,776,588 1,037,076 2,488,629 769,800 714,649 1,475,000 772,148 2,919,259 1,116,239 843,500 704,005

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

THE FLORIDA 90 Name 46. Gasper and Irene Lazzara Charitable Foundation 47. Chesley G. Magruder Foundation 48. Six Pillar Foundation 49. Landegger Charitable Foundation 50. Frank E. Duckwall Foundation 51. Sunshine Natural Wellbeing Foundation 52. William and Lynda Steere Foundation 53. Eagleâ&#x20AC;&#x2122;s Wing Foundation 54. Jack Taylor Family Foundation 55. Darden Restaurants Foundation 56. Robert J. Stransky Foundation 57. Scott Opler Foundation 58. Thomas H. Maren Foundation 59. Keating Family Foundation 60. Chadbourne Foundation 61. Pick Hollinger Charitable Trust 62. Peter D. and Eleanore A. Kleist Foundation 63. M.B. Meyer Charitable Trust 64. Jacksonville Jaguars Foundation 65. Chapman Family Foundation 66. Kugelman Foundation 67. J.H. Baroco Foundation 68. Aurora Ministries 69. Harris Foundation 70. Kerrigan Family Charitable Foundation 71. C.V. Griffin Sr. Foundation 72. Red Ribbon Charitable Foundation 73. Harris Rosen Foundation 74. Naples Children and Education Foundation 75. Capital City Group Foundation 76. Levin & Papantonio Family Foundation 77. James P Gills Foundation 78. Leslie and Bonnie Trawick Family Foundation 79. Pollack Family Foundation 80. Caldwell Foundation 81. Miracles on the March 82. Gulf Power Foundation 83. St. Joe Community Foundation1 84. Sansing Foundation 85. Eckerd Family Foundation 86. Lee R. Anderson Family Foundation 87. C3 Foundation 88. Winn-Dixie Stores Foundation 89. S. Daniel Abraham Foundation 90. Eckerd Corp. Foundation

City

Region

Assets

Giving

Ponte Vedra Beach Orlando Melbourne South Daytona Tampa Sarasota Naples St. Petersburg Bay Harbor Islands Orlando Melbourne St. Petersburg Gainesville Sarasota Pensacola Pensacola Fort Myers Pensacola Jacksonville Panama City Pensacola Pensacola Bradenton Melbourne Pensacola Winter Park Gulf Breeze Orlando Naples Tallahassee Pensacola Tarpon Springs

N NC NC NC WC SW SW WC SE NC NC WC N SW P P SW P N P P P WC NC P NC P NC SW P P WC

14,255,266 14,089,573 14,086,337 13,322,229 11,597,442 11,235,803 10,845,624 10,365,877 9,929,767 9,509,962 8,864,179 7,713,955 7,603,125 5,824,830 5,672,813 5,667,251 5,363,248 5,356,056 5,242,631 4,137,827 4,067,488 4,013,121 3,735,561 3,485,528 3,065,544 2,881,300 2,797,573 2,508,790 1,881,099 1,873,148 1,699,275 1,584,215

961,921 580,500 769,850 783,500 1,224,256 765,014 721,600 7,716,000 4,374,800 2,560,688 631,432 758,650 1,355,807 1,223,665 286,000 229,980 2,136,071 330,638 1,336,217 196,182 278,957 158,000 2.441,025 1,240,382 160,000 2,050,000 150,288 762,953 2,500,000 348,873 534,772 1,294,950

Chipley Clearwater Destin Naples Pensacola Santa Rosa Beach Pensacola Clearwater Naples Indian Harbor Beach Jacksonville West Palm Beach Largo

P WC P SW P P P WC SW NC N SE WC

1,361,233 1,190,184 1,054,382 783,698 770,295 508,484 331,938 310,771 271,194 254,165 232,494 212,816 354

225,950 983,331 156,000 2,559,294 209,548 389,663 422,580 2,714,680 4,964,897 584,202 1,832,804 13,934,396 1,503,801

PHILANTHROPY IN THE SUNSHINE STATE

Florida’s Community Foundations Ranked by asset size Name 1. Community Foundation of Palm Beach and Martin Counties 2 Community Foundation of Tampa Bay 3. Community Foundation of Sarasota County 4. Dade Community Foundation 5. The Community Foundation 6. Community Foundation of Greater Lakeland 7. Pinellas County Community Foundation 8. Community Foundation of Broward 9. Community Foundation of Collier County 10. Community Foundation of Central Florida 11. Southwest Florida Community Foundation 12. Mount Dora Community Trust 13. Ocean Reef Foundation 14. Community Foundation of the Florida Keys 15. Charlotte County Foundation 16. Community Foundation of North Florida 17. Manatee Community Foundation 18. Brevard County Community Foundation 19. Cape Coral Community Foundation 20. Greater Escambia Community Foundation 21. Gainesville Community Foundation 22. Coral Gables Community Foundation 23. Plantation Community Foundation

City

Region

West Palm Beach Tampa Sarasota Miami Jacksonville Lakeland Clearwater Fort Lauderdale Naples Orlando Fort Myers Mount Dora Key Largo Key West Punta Gorda Tallahassee Bradenton Melbourne Cape Coral Pensacola Gainesville Coral Gables Venice

SE WC SW SE N WC WC SE SW NC SW NC SE SE SW P WC NC SW P N SE SW

Assets

Giving

$77,709,721 75,017,633 71,475,436 68,401,730 67,625,214 40,259,718 40,255,830 38,334,032 34,167,630 26,670,345 23,244,030 4,909,817 4,861,030 3,147,522 3,070,078 2,516,926 2,251,854 1,486,604 1,092,196 974,199 879,682 633,758 325,216

7,667,760 7,376,627 5,559,956 7,093,699 7,100,139 4,710,740 1,288,371 1,740,938 2,844,354 1,340,479 2,444,872 176,922 1,144,553 755,131 100,000 317,716 8,348 59,948 46,966 1,500 3,793 69,916 115,029

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

Floridaâ&#x20AC;&#x2122;s Hospital Conversion Foundations Ranked by asset size Name 1. Quantum Foundation 2. Gulf Coast Community Foundation2 3. Allegany Franciscan Foundation3 4. Health Foundation of South Florida 5. Winter Park Health Foundation 6. Palm Healthcare Foundation 7. North Dade Medical Foundation 8. Dr. John T. MacDonald Foundation 9. South Lake County Community Foundation4 10. Doctors Hospital Foundation 11. Brooks Health Foundation 12. Baptist Health Care Foundation Inc.

City West Palm Beach Venice Clearwater Miami Winter Park West Palm Beach North Miami Coral Gables Clermont Plantation Jacksonville Pensacola

Region SE SW WC, SE SE NC SE SE SE WC SE N P

Assets $151,287,589 148,287,369 143,398,634 131,586,670 119,387,006 57,406,294 32,419,839 32,084,140 9,290,504 7,254,518 5,681,806 4,757,157

Giving 6,101,747 4,910,615 5,144,845 3,615,441 1,150915 2,485,804 1,206,925 721,000 303,309 290,000 632,613 376,570

Despite its name, the St. Joe Community Foundation is structured as a private foundation.

Though structured as a community foundation, Gulf Coast Community Foundation has as its principal assets the proceeds from the sale of Venice Hospital.

Allegany Franciscan Foundation represents proceeds from the sale of six hospitals, two of which are in the Southeast region and four of which are in the West Central region.

Though structured as a community foundation, South Lake has as its principal assets the proceeds from the sale of a hospital.

PHILANTHROPY IN THE SUNSHINE STATE

INDIVIDUAL GIVING

Nationally and in Florida,

the largest source of philanthropic giving is charitable contributions made by individuals and families. In 2001, Florida tax filers reported $7.3 billion in contributions, a 37 percent increase over the $5.3 billion reported in 1997. Yet despite the fact that Florida residents’ income during those years grew slightly faster than the rest of the country, the increase in Floridians’ charitable giving lagged behind the 41 percent growth in giving by the nation as a whole. By some measures, Florida is a place of considerable wealth. According to the IRS, more than 200,000 Floridians are millionaires, a larger number than any other state except New York and California, and a higher concentration of wealth than anywhere else in the nation but Connecticut, Colorado, New Jersey and the District of Columbia. In Southwest Florida’s Collier County, one-fourth of all households have a net worth above $500,000. In four other Florida counties (Martin, Sarasota, Palm Beach and St. Johns), at least one household in five has a net worth of $500,000 or more.

Terminology This report discusses income and giving using specific terms: Tax returns: All federal tax returns filed by Floridians. In most cases a single tax return represents more than one person (i.e., spouse, dependents). Thus, tax return is not synonymous with individuals, but is a closer approximation to households. Tax filer: An individual or individuals who file a tax return, singly or jointly. Donors: Those tax filers who declare charitable contributions as an itemized deduction. Average tax filer income: The total income reported on all tax filers’ returns divided by the number of tax returns filed. It is not synonymous with per capita income. Average charitable contribution: The total charitable contributions reported on all donors’ returns divided by the number of donors.

Annual household income is greater than $100,000 for nearly 700,000 Florida households (11 percent) and greater than $200,000 for more than 130,000 of those households (2.1 percent). On the surface at least, the potential for increased individual charitable giving is significant. According to IRS data, 1.9 million Florida tax filers reported charitable contributions in 2001. This represents about 24.8 percent of the state’s tax returns, compared with 30.4 percent of tax filers reporting contributions nationally. Florida ranks 21st nationally in average adjusted gross income, but 39th in terms of the percentage of tax filers who make charitable gifts. Florida also falls below national and regional averages of charitable giving as a percentage of income, although the level of giving varies within the state. On average, Florida tax filers donate 2.16 percent of their income to charity, compared with a giving rate of 2.25 percent for the nation as a whole. Florida’s 2.16 percent giving rate compares with rates of 2.90 percent in Georgia and Alabama, 2.82 percent in South Carolina and 2.72 percent in North Carolina. Among southeastern states, only West Virginia, Louisiana and Kentucky have lower giving rates than Florida. Among higher income taxpayers, this pattern becomes more pronounced. Florida taxpayers with adjusted gross incomes between $500,000 and $1 million give 2.74 percent of their income to charity, compared with 2.85 percent contributed by comparable taxpayers nationally. And Florida taxpayers with incomes above $1 million give 3.88 percent of their income to charity, compared with 4.28 percent of income donated by comparable taxpayers nationally.

Donor giving rate: Calculated by dividing the average charitable contribution by the average tax filer income of the donor group. Tax filer giving rate: Calculated by dividing the average charitable contribution by the average tax filer income of all tax filers in the group. A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

The largest number of Florida contributors and greatest total dollar amount of charitable giving come from the seven-county southeastern region of Florida. That region, which has one-third of the state’s population, is home to 35 percent of the state’s donors, who generate 44 percent of the state’s contributions, or $2.4 billion for 1997. The region is relatively wealthy, with an average tax filer income of $43,948, compared with $39,797 average income for all Florida tax filers. Making valid comparisons is not easy. The IRS report providing state and county charitable giving data covers 1997, one year only. No updates have been published or are even anticipated, leaving an unfortunate information gap. Regular IRS updates of localized information would be a valuable tool for the philanthropic community and policy makers working on a state and national level. It also is important to recognize that this information is only part of the picture. The data in this report describe charitable contributions only from those who itemize their tax returns, about 25 percent of Florida tax filers. While difficult to quantify, significant additional charitable giving takes place outside the scope of IRS tax deductions. The large number of churches thriving in many low-income communities, for instance, is just one indicator of active, though largely undocumented, philanthropy on a neighborhood level.

Individual Giving Panhandle

North Florida

West Central Florida

Southwest Florida

Southeast Florida

6,899,904

518,724

730,704

1,333,072

1,366,556

521,752

2,375,390

$39,797

$34,217

$37,658

$35,034

$36,582

$49,418

$43,948

Tax Filers Declaring Charitable Contributions

21.2 %

16.3 %

18.9 %

20.0 %

18.2 %

23.5 %

25.0 %

Total Charitable Contributions

$5.3 billion

$290.3 million

$516.2 million

$735.8 million

$845.6 million

$600.4 million

$2.3 billion

Donors’ Average Income

$93,924

$81,881

$88,550

$76,291

$86,332

$119,396

$102,386

Donors’ Average Charitable Gift

$3,648

$3,432

$3,741

$2,758

$3,391

$4,906

$3,879

Donor Giving Rate

3.88 %

4.19%

4.22%

3.61%

3.93%

4.11%

3.79%

Tax Filer Giving Rate

1.95%

1.64%

1.88%

1.58%

1.69%

2.33%

2.21 %

Florida Number of Tax Returns Average Income of All Tax Filers

North Central Florida

Based on 1997 IRS data, the only year for which county-level data are available.

PHILANTHROPY IN THE SUNSHINE STATE

UNREALIZED POTENTIAL What are the implications? The bottom line is this: Florida has great wealth and substantial capacity for individual charitable giving, but the state fails to achieve its full philanthropic potential. If those with the greatest capacity to give – Florida’s high-income and high net worth residents – would give at national or regional giving levels (or, better still, at the level of other more generous southern states), then Florida would realize considerably more philanthropic capital. For example, if Floridians with adjusted gross income above $1 million gave at the national rate of 4.28 percent for their income group, instead of their current rate of 3.88 percent, they would produce more than $150 million in additional charitable funds. If 30 percent of all Florida tax filers made charitable gifts, instead of the current 25 percent, they would produce more than $1.5 billion in additional charitable funds. If Florida’s nonprofit community could tap into this broader base of prospective donors, organizations would find significant new support for their work in health, education, community development, the arts, environmental conservation and other social programs and services. Charitable bequests represent another significant element of the philanthropic landscape. Charitable bequests totaling $1.37 billion came from 20 percent of the estates with assets over $650,000 settled in Florida in 2001. That total amount was 8.2 percent of the $16.6 billion bequeathed to charity in the United States that year. Floridians’ charitable bequests averaged $738,000, less than the $886,000 national bequest average for tax year 2001. While Florida ranks second in the average gross estate size, the state ranks only 24th in the percentage of estates including charitable bequests.

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

FLORIDA’S PHILANTHROPIC CHALLENGE FROM INHERITANCE TO LEGACY

Today in the Sunshine State,

philanthropy squarely confronts great challenge and great opportunity.

It is challenged first by the dramatic changes in the state itself: a population growing rapidly and bringing with that growth increasing human need; and wealth that is unevenly distributed by age, race, ethnicity and region. It is challenged by the current political philosophy that reduces the investment of public dollars in the business of providing essential community services; a philosophy that expects private dollars – whether individual giving, the faith community or organized philanthropy – to fill the gaps created by reduced government spending. Finally, philanthropy in Florida is challenged by its own immaturity and limitations. Though charitable giving by foundations and individual donors has expanded in the past decade, the state’s foundations are young and individual giving rates lag behind those of residents in other southeastern states, a reflection of our migratory nature and lack of strong state community. There clearly is great capacity to increase individual charitable giving and to better organize foundation giving. But those efforts – meritorious as they are – address only one third of the challenge. Philanthropy in Florida – or anywhere else – cannot address the needs of a rapidly growing, economically polarized population without the full and equal participation of government and public dollar spending. Foundation assets, foundation giving and even the untapped capacity of individual wealth pale when compared to municipal and state budgets. For example, Florida's foundations and roughly two million individual donors gave a total of $8 billion in the most recent year recorded, but this amount is a mere fraction of the state's annual budget of $53 billion. When individual charitable giving is subtracted, Florida's foundations gave a combined total of $922 million, but again this amount totals less than two percent of the state’s annual budget. The $1.9 billion in assets of Florida's largest private foundation, the John S. and James L. Knight Foundation, is less than half the size of the Miami-Dade school district annual budget. In other words, increased private giving will not be able to fill gaps in funding for nonprofit organizations and community-based approaches to social challenges left by decreasing public dollar investments in these organizations and communities. Private giving – whether by organized philanthropy or by individual households – fills a distinct, limited role in our communities. Foundations lead the way in supporting social innovation, creating pilot programs, funding independent research, bringing disparate parties together to discuss tough issues, and providing seed money to test new ideas. Foundations often underwrite vital research and development of new approaches to generating the social, scientific

PHILANTHROPY IN THE SUNSHINE STATE

and creative energy necessary for the development of healthier communities. But private giving cannot replace the loss of public funding, and while a vital component of providing for the common good, private foundations and individual charitable giving cannot replace government as the primary promoter of the common good and primary investor in the American people. Delivering the basic infrastructure of civil society is the responsibility of government. Historically, public dollars at all levels have been invested in nonprofit organizations to provide essential community services. America's unique partnership of government and nonprofit agencies has been the basis of our nation's success in providing community-based services that reach broad and diverse populations. As we devolve government's responsibility from the federal and state level to counties and cities, and as we search for market-based solutions to human problems, we put the welfare of our communities at risk. Those working in private philanthropy and in the nonprofit sector offer a valuable body of knowledge about what works best at the community level. A collaborative working partnership that includes government, business and the philanthropic and nonprofit community can identify and fund new approaches to meeting the needs of Florida residents. Such a partnership can sustain an environment that fosters education, provides economic opportunity and strengthens families and communities. For more than a century, Florida has lived off an inheritance of sunshine, abundant land, tourism and immigration. Now, with the emergence of new generations of donors and the maturing of the state's philanthropic community, it is time for Floridians to build our legacy for the future â&#x20AC;&#x201C; a legacy based on the perspectives of Florida-based philanthropy, combined public and private investment, and a sense of statewide community.

NEXT STEPS Donors: Encourage ongoing conversations about philanthropic issues, trends and opportunities. Promote the value of philanthropy by all people, not just the wealthy. Local grantmaker coalitions: Sponsor and publish research on local philanthropy to complement statewide, regional and national reports. Increase participation in philanthropy through networking and mentoring. Federal government: Continue IRS publication of state- and county-level data on charitable giving, with reports published at least every five years. Support public policy that encourages philanthropy. State government: Use philanthropic data and reports such as this one to inform public policy, legislation and funding decisions. Promote philanthropy through tax incentives and other measures. Local government: Engage more broadly in partnerships with the philanthropic and nonprofit sector to address community priorities. Provide greater recognition for the impact of philanthropy on the community. Media: Report more frequently and fully the news, actions and issues of the philanthropic community. Help educate prospective donors and their advisors about the role of philanthropy in society. Business and professional community: Cultivate opportunities for collaboration with nonprofit institutions. Encourage employees and customers to become donors and volunteers.

A COMPREHENSIVE LOOK AT FLORIDAâ&#x20AC;&#x2122;S GRANTMAKING FOUNDATIONS AND DONORS

REGIONAL PROFILES

PANHANDLE 16 counties: Escambia, Santa Rosa, Okaloosa, Walton, Holmes, Washington, Bay, Jackson, Calhoun, Liberty, Gulf, Franklin, Gadsden, Leon, Wakulla, Jefferson

The 16-county Florida Panhandle region extends from the state capital of Tallahassee westward to Pensacola. In many ways, the region’s residents have more in common with the people of Georgia and Alabama than with the rest of Florida.

Largest city: Tallahassee

While the region is still thinly populated, its population grew about 20 percent between 1990 and 2000. With abundant undeveloped land and extensive coastline, the potential for continued strong population growth is great.

Share of state population: 7.6%

Population (in millions) 1990

1.0

2000

1.2

Increase

20%

Tax filers – 1997 Number of tax filers

518,724

Average tax filer income

$34,217

2003 Household net worth High net worth households (above $500,000)

12.1%

Low net worth households (below $15,000)

28.6%

Ratio

1 to 2.4

The Panhandle, much like North Florida, has a higher proportion of native Floridians and fewer immigrants than the rest of the state. Almost half (46 percent) of the region’s residents were born in Florida; half were born in another state; and fewer than 4 percent were born outside the United States. The region has less wealth than any other, with the average income reported on individual federal tax returns of $34,217 for 1997, the most recent year for which such data are available. For every high-wealth household – with net worth of $500,000 or more – there are 2.4 low-wealth households, with a net worth of $15,000 or less. The region’s population, about 1.2 million, represents just 7.6 percent of the state’s total population. The $290.3 million in total charitable giving reported by the region’s taxpayers for 1997 represents a smaller percentage (5.5 percent) of Florida’s total $5.3 billion in charitable gifts for that year. Panhandle donors contributed a higher percentage of their income (4.2 percent) than donors statewide (3.9 percent), but because the region’s average income is lower than the rest of the state, the $3,432 average charitable gift was lower than charitable gifts in all but two other regions.

Population Origin (2002 percentage)

50.2%

The population is predominantly Caucasian (74.1 percent) with the next largest group African American (18.5 percent.) Hispanics represent just 3 percent of the population.

46%

The Panhandle has 106 foundations, with total assets of $102 million. In the most recent year reported, those foundations received $9.8 million in gift income and awarded $7.3 million in grants to nonprofit organizations. The region has two community foundations, based in Tallahassee and Pensacola, and one hospital conversion foundation, based in Pensacola.

3.8% Native born Foreign born Born in other state Age (2002 percentage)

16.3% 27.2%

34.7%

21.8%

19 and under 20-34 35-59 60 and older 18

PHILANTHROPY IN THE SUNSHINE STATE

PANHANDLE Foundations (2001) Number

Assets

Gifts Received

Giving

(millions)

103

$94.2

$6.6

Community Foundations

3.5

1.2

0.3

Hospital Conversion Foundations

4.8

2.0

0.4

106

102.5

9.8

7.3

Private Foundations (including corporate)

Total

Giving Patterns – Top Three Funding Areas Private Foundations

Community Foundations

Hospital Conversion Foundations

(including corporate)

Human Services – 31% Religion – 20% Education – 16%

Public & Societal Benefit – 31% Health – 85% Human Services – 27% Human Services – 9% Animal Welfare& Environment – 3% Education – 20 %

Panhandle Foundations Name

City

Assets

Giving

Pensacola Pensacola Pensacola Pensacola Pensacola Pensacola Pensacola Gulf Breeze Tallahassee Pensacola

$5,672,813 5,667,251 5,356,056 4,137,827 4,067,488 4,013,121 3,065,544 2,797,573 1,873,148 1,699,275

$286,000 229,980 330,638 196,182 278,957 158,000 160,000 150,288 348,873 534,772

Chipley Destin Pensacola Santa Rosa Beach Pensacola

1,361,233 1,054,382 770,295 508,484 331,938

225,950 156,000 209,548 389,663 422,580

$2,516,926 974,199

$317,716 1,500

Private Foundations 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.

Chadbourne Foundation Pick Hollinger Charitable Trust M.B. Meyer Charitable Trust Chapman Family Foundation Kugelman Foundation J.H. Baroco Foundation Kerrigan Family Charitable Foundation Red Ribbon Charitable Foundation Capital City Group Foundation Levin & Papantonio Family Foundation Leslie and Bonnie Trawick Family Foundation Caldwell Foundation Gulf Power Foundation St. Joe Community Foundation1 Sansing Foundation

Community Foundations Community Foundation of North Florida Greater Escambia Community Foundation

Tallahassee Pensacola

Hospital Conversion Foundations Baptist Health Care Foundation Inc.

Pensacola

$4,757,157

$376,570

Individual Giving (1997) Tax filers declaring charitable contributions – 16.3%

Total contributions – $290.3 million

Donors’ average income – $81,881

Donors’ average gift – $3,432

Donors giving rate – 4.192%

Tax Filer Giving Rate – 1.635%

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

NORTH FLORIDA 18 counties: Madison, Taylor, Hamilton, Suwannee, Lafayette, Dixie, Columbia, Union, Bradford, Gilchrist, Alachua, Baker, Nassau, Duval, Clay, St. Johns, Putnam, Flagler

Jacksonville is the largest city in North Florida, an 18-county region with a population of 1.7 million, which is 10.5 percent of the state’s total. Like much of Florida, the region includes densely populated urban areas along the coast, as well as more sparsely populated rural communities inland.

Largest city: Jacksonville

During the 1990s, North Florida’s population grew by about 300,000, a 22 percent increase.

Share of state population: 10.5%

Population (in millions) 1990

1.4

2000

1.7

Increase

22%

Tax filers – 1997 Number of tax filers

730,704

Average tax filer income

$37,658

2003 Household net worth High net worth households (above $500,000)

13.4%

Low net worth households (below $15,000)

28.3%

Ratio

1 to 2.1

Unlike most of Florida, North Florida has a high percentage of native Floridians – 48 percent – the highest in the state. Approximately 46 percent of the region’s residents moved here from other states and slightly more than 5 percent of the residents came from outside the United States, among the lowest immigrant rates in Florida. Average 1997 income of North Florida tax filers was $37,658. North Florida donors reported a total of $516.3 million in charitable contributions for 1997, just under 10 percent of the state’s total charitable giving. The average amount of donors’ charitable gifts was $3,741, slightly higher than the $3,648 average contribution statewide. About 19 percent of North Florida taxpayers reported charitable gifts, which is higher than the 16 percent of Panhandle residents making gifts but lower than Southeast Florida’s 25 percent who were donors. North Florida has 354 foundations, including two community foundations, in Jacksonville and Gainesville, and one hospital conversion foundation in Jacksonville. With assets of $68 million, the Community Foundation in Jacksonville is the oldest and fifth largest of Florida’s 23 community foundations. The region’s foundations have combined assets of $1.4 billion; about one-fifth of these assets belong to the Jessie Ball duPont Fund, a major national foundation. In the latest year reported, North Florida foundations received $58.7 million in gift income and awarded grants totaling $89.1 million.

Population Origin (2002 percentage)

46.4%

This region has the highest percentage of African Americans (20 percent) of all Florida regions. Caucasians represent 72 percent of the population, with Hispanics at 4 percent.

48.3%

5.3% Native born Foreign born Born in other state Age (2002 percentage)

16.0% 27.8%

34.7% 21.4%

19 and under 20-34 35-59 60 and older

PHILANTHROPY IN THE SUNSHINE STATE

NORTH FLORIDA Foundations (2001) Number

Assets

Gifts Received

Giving

(millions)

351

$1,323

$49.9

$81.4

Community Foundations

68.5

8.5

7.1

Hospital Conversion Foundations

5.7

.30

0.6

354

1,397

58.7

89.1

Private Foundations (including corporate)

Total

Giving Patterns – Top Three Funding Areas PrivateFoundations

Community Foundations

Hospital Conversion Foundations

Human Services – 37% Religion – 20% Education – 14 %

Human Services – 64% Health – 35% Education – 1%

(including corporate)

Education – 36% Health – 13% Human Services – 12% Religion – 12%

North Florida Foundations Name

City

Assets

Giving

Private Foundations 1. Jessie Ball duPont Fund 2. Arthur Vining Davis Foundation No. 3 3. Koch Foundation 4. Arthur Vining Davis Foundation No. 2 5. Thomas M. Kirbo and Irene B. Kirbo Charitable Trust 6. Alfred I. duPont Foundation 7. Weaver Family Foundation 8. River Branch Foundation 9. James E. Davis Family – WD Charities 10. Vera Davis – WD Charities 11. Jay Stein Foundation Trust 12. Gasper and Irene Lazzara Charitable Foundation 13. Thomas H. Maren Foundation 14. Jacksonville Jaguars Foundation 15. Winn-Dixie Stores Foundation

Jacksonville Jacksonville Gainesville Jacksonville

$255,221,814 143,050,643 130,799,600 84,268,003

$12,067,999 6,613,532 11,126,958 3,667,520

Jacksonville Jacksonville Jacksonville Jacksonville Jacksonville Jacksonville Jacksonville Ponte Vedra Beach Gainesville Jacksonville Jacksonville

38,128,877 34,267,614 28,198,456 25,714,495 22,558,353 14,860,626 14,808,366

2,107,150 1,376,640 3,610,854 1,447,000 2,488,629 2,919,259 1,116,239

14,255,266 7,603,125 5,242,631 232,494

961,921 1,355,807 1,336,217 1,832,804

Community Foundations The Community Foundation Gainesville Community Foundation

Jacksonville Gainesville

$67,625,214 879,682

$7,100,139 3,793

Hospital Conversion Foundations Brooks Health Foundation

Jacksonville

$5,681,806

$632,613

Individual Giving (1997) Tax filers declaring charitable contributions – 18.9%

Total contributions – $516.3 million

Donors’ average income – $88,550

Donors’ average gift – $3,741

Donors giving rate – 4.224%

Tax Filer Giving Rate – 1.876%

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

NORTH CENTRAL FLORIDA 11 counties: Levy, Citrus, Hernando, Marion, Sumter, Lake, Seminole, Orange, Osceola, Volusia, Brevard Largest city: Orlando Share of state population: 19.8%

Population (in millions) 1990

2.4

2000

3.2

Increase

29.4%

North Central Florida is an 11-county region including the fast-growing Orlando area. Outside of the Miami/Southeast region, North Central Florida had the greatest absolute population increase in Florida during the 1990s, gaining 718,227 new residents. In both North Central Florida and West Central Florida, about 75 percent of the population is Caucasian, while 10 percent is African American and 11 percent is Hispanic. Most of North Central Florida’s new residents come from the United States. Sixty percent of the residents moved to North Central Florida from elsewhere in the nation. Only 31 percent of the region’s residents were born in Florida. Nine percent came from other nations. Average 1997 income of tax filers in the region was $35,034.

Tax filers – 1997 Number of tax filers

1,333,072

Average tax filer income

$35,034

2003 Household net worth

The region’s 3.2 million population represents about 20 percent of the state’s total, but the $735.8 million in charitable contributions reported by the region’s tax filers in 1997 was only about 14 percent of the $5.3 billion in contributions statewide.

High net worth households (above $500,000)

13.1%

Low net worth households (below $15,000)

The $2,758 average charitable gift by donors in the region was also the smallest in the state.

26.0%

Ratio

1 to 2

The region’s tax filers gave only 1.58 percent of their income to charity in 1997, compared with contributions of 1.95 percent of income for Florida tax filers statewide, 2.33 percent by Southwest Florida tax filers, and 1.97 percent for the nation’s tax filers overall.

Population Origin (2002 percentage)

A total of 305 foundations are based in North Central Florida, with a $980 million in assets and a combined grantmaking of $55 million. They received $38 million in gift income in the latest year reported. The region has three community foundations and one hospital conversion foundation, the $119 million Winter Park Health Foundation.

30.5% 60.4% 9.1%

Native born Foreign born Born in other state Age (2002 percentage)

22.6% 25.1%

34.0%

18.3%

19 and under 20-34 35-59 60 and older

PHILANTHROPY IN THE SUNSHINE STATE

NORTH CENTRAL FLORIDA Foundations (2001) Number

Assets

Gifts Received

Giving

(millions)

301

$827.1

$36.0

$52

Community Foundations

33.1

1.5

1.58

Hospital Conversion Foundations

119.4

0.1

1.15

305

979.5

37.6

54.8

Private Foundations (including corporate)

Total

Giving Patterns – Top Three Funding Areas Private Foundations

Community Foundations

Hospital Conversion Foundations

Human Services – 39% Education – 21% Arts & Culture – 15%

Human Services – 37% Health – 32% Education – 27%

(including corporate)

Education – 30% Health – 25% Arts & Culture – 14%

North Central Florida Foundations Name

City

Assets

Giving

Private Foundations 1. Elizabeth Morse Genius Foundation 2. Chatlos Foundation 3. Edyth Bush Charitable Foundation 4. Martin Andersen and Gracia Andersen Foundation 5. Dr. P. Phillips Foundation 6. William J. von Liebig Foundation 7. Chesley G. Magruder Foundation 8. Six Pillar Foundation 9. Landegger Charitable Foundation 10. Darden Restaurants Foundation 11. Robert J. Stransky Foundation 12. Harris Foundation 13. C.V. Griffin Sr. Foundation 14. Harris Rosen Foundation 15. C3 Foundation

Winter Park Longwood Winter Park

$117,731,887 90,840,657 75,176,198

$4,895,537 5,403,717 3,230,791

56,872,075 37,419,758 30,181,196 14,089,573 14,086,337 13,322,229 9,509,962 8,864,179 3,485,528 2,881,300 2,508,790 254,165

2,262,795 1,694,761 6,141,293 580,500 769,850 783,500 2,560,688 631,432 1,240,382 2,050,000 762,953 584,202

$26,670,345 4,909,817 1,486,604

$1,340,479 176,922 59,948

Orlando Orlando Orlando Orlando Melbourne South Daytona Orlando Melbourne Melbourne Winter Park Orlando Indian Harbor Beach

Community Foundations Community Foundation of Central Florida Mount Dora Community Trust Brevard County Community Foundation

Orlando Mount Dora Melbourne

Hospital Conversion Foundations Winter Park Health Foundation

Winter Park

$119,387,006

$1,150,915

Individual Giving (1997) Tax filers declaring charitable contributions – 20%

Total contributions – $735.8 million

Donors’ average income – $76,291

Donors’ average gift – $2,758

Donors giving rate – 3.615%

Tax Filer Giving Rate – 1.576%

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

WEST CENTRAL FLORIDA 9 counties: Pasco, Pinellas, Hillsborough, Polk, Manatee, Hardee, Highlands, Okeechobee, DeSoto Largest city: Tampa

Dominated by the Tampa Bay area, the West Central Florida region includes nine counties and has a total population of 3.2 million, about one-fifth of the state’s total. In the 1990s, the region added almost a half million new residents. This region, like its sister North Central Florida region, illustrates the shift in ethnic mix of residents. In both North Central Florida and West Central Florida, about 75 percent of the population is Caucasian, while 10 percent is African American and 11 percent is Hispanic.

Share of state population: 20%

Population (in millions) 1990

2.7

2000

3.2

Increase

17.3%

About 34 percent of the region’s residents were born in Florida, while 57 percent came from other states and 9 percent from other nations.

Tax filers – 1997 Number of tax filers

1,366,556

Average tax filer income

$36,582

About 18 percent of the region’s tax filers reported charitable contributions in 1997, giving a total of $845.6 million, which represented 16 percent of the state’s total giving by individuals. Donors’ average contribution was $3,391, lower than the $3,637 average charitable contribution statewide. Average 1997 income of tax filers in West Central Florida was $36,582.

2003 Household net worth High net worth households (above $500,000)

14.1%

Low net worth households (below $15,000)

25.3%

Ratio

1 to 1.8

Population Origin

The West Central Florida region has 436 foundations, with total assets of $1.5 billion. Their most recent annual reports show that those foundations received a total of $83.4 million in gift income and awarded $107.5 in grants to nonprofit organizations. The region has four community foundations, based in Lakeland, Bradenton, Clearwater and the Tampa Bay area. Its two hospital conversion foundations include the large Allegany Franciscan Foundation, which is based in Clearwater and has $106 million in locally based assets, in addition to assets in Southeast Florida.

(2002 percentage)

34.0% 56.5% 9.5% Native born Foreign born Born in other state Age (2002 percentage)

24.0% 33.5%

24.5% 17.9%

19 and under 20-34 35-59 60 and older

PHILANTHROPY IN THE SUNSHINE STATE

WEST CENTRAL FLORIDA Foundations (2001) Number

Assets

Gifts Received

Giving

(millions)

430

$1,198

$59.8

$89.9

Community Foundations

158

23.5

13.4

Hospital Conversion Foundations

115

.186

4.25

436

1.471

83.4

107.5

Private Foundations (including corporate)

Total

Giving Patterns – Top Three Funding Areas Private Foundations

Community Foundations

Hospital Conversion Foundations Health – 36% Human Services – 36% Education – 11% Public & Societal Benefit – 5%

(including corporate)

Public & Societal Benefit – 31% Religion – 28% Human Services– 16%

Human Services – 36% Education – 24% Arts & Culture – 14%

West Central Florida Foundations Name

City

Assets

Giving

Private Foundations 1. Publix Super Markets Charities 2. Thoreson Foundation 3. Aurora Foundation 4. Joy McCann Foundation 5. Mote Scientific Foundation 6. Life’s Requite 7. Roy M. Speer Foundation 8. Frank E. Duckwall Foundation 9. Eagle’s Wing Foundation 10. Scott Opler Foundation 11. Aurora Ministries 12. James P Gills Foundation 13. Pollack Family Foundation 14. Eckerd Family Foundation 15. Eckerd Corp. Foundation

Lakeland $460,932,750 Largo 49,929,555 Bradenton 43,524,277 Tampa 24,441,204 Longboat Key 24,405,045 Redington Beach 15,375,120 Odessa 15,136,702 Tampa 11,597,442 St. Petersburg 10,365,877 St. Petersburg 7,713,955 Bradenton 3,735,561 Tarpon Springs 1,584,215 Clearwater 1,190,184 Clearwater 310,771 Largo 354

$24,002,437 2,107,000 2,520,505 1,869,096 3,776,588 1,475,000 772,148 1,224,256 7,716,000 758,650 2,441,025 1,294,950 983,331 2,714,680 1,503,801

Community Foundations Community Foundation of Tampa Bay Community Foundation of Greater Lakeland Pinellas County Community Foundation Manatee Community Foundation

Tampa Lakeland Clearwater Bradenton

$75,017,633 40,259,718 40,255,830 2,251,854

$7,376,627 4,710,740 1,288,371 8,348

Hospital Conversion Foundations Allegany Franciscan Foundation3 South Lake County Community Foundation4

Clearwater Clermont

$105,934,418 $9,290,504

$3,947,251 303,309

Individual Giving (1997) Tax filers declaring charitable contributions – 18.2%

Total contributions – $845.6 million

Donors’ average income – $86,332

Donors’ average gift – $3,391

Donors giving rate – 3.928%

Tax Filer Giving Rate – 1.692%

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

SOUTHWEST FLORIDA 6 counties: Sarasota, Charlotte, Glades, Lee, Hendry, Collier Largest city: Cape Coral Share of state population: 7.5%

Long recognized as a retirement area for the well-to-do, it currently is the only region in Florida where the number of residents age 60 and over exceeds the number age 19 and younger.

Population (in millions) 1990

0.9

2000

1.2

Increase

32.7%

Tax filers – 1997 Number of tax filers

521,752

Average tax filer income

$49,418

2003 Household net worth High net worth households (above $500,000)

19.4%

Low net worth households (below $15,000)

20.5%

Ratio

1 to 1.1

The region also has a higher percentage of Caucasians than any other region in the state, 82 percent of the population, and the smallest percentage of African Americans, 5 percent. Hispanics account for 10 percent of the population. A large segment of the region’s population – about two-thirds – came to Florida from other parts of the country. About 21 percent were born in Florida, and about 12 percent were born outside the United States. Average income of Southwest Florida tax filers is nearly $50,000, much higher than the rest of the state. More than 36 percent of all households in the region have a net worth above $250,000. In Collier County, more than one-fourth of all households have a net worth above $500,000. Wealth is more broadly distributed in this region than other regions of the state, with roughly a 1:1 ratio between wealthy households (19.4 percent with net worth of $500,000 or more) and low-wealth households (20.5 percent with net worth of $15,000 or less). The region includes just six counties, and its 1.1 million people amount to less than 7 percent of the state’s total population. Yet Southwest Florida tax filers contributed a significant $600.4 million to charity in 1997, more than 11 percent of Florida’s total charitable giving that year. Donors in the region made an average contribution of $4,906, by far the largest in the state and about 65 percent more than the $2,977 average contribution of taxpayers nationally.

Population Origin (2002 percentage)

21.1% 67.5%

From Sarasota to Naples, the Southwest Florida region is an area of considerable wealth and rapid growth. During the 1990s, it posted the fastest growth rate of any region in the state, 32.7 percent.

11.5%

Native born Foreign born Born in other state Age (2002 percentage)

33.9%

Southwest Florida has 469 foundations, with total assets of $1.4 billion – almost the same foundation assets as West Central Florida, which has nearly three times the population. For their most recent year, Southwest Florida foundations received a combined $69 million in gift income and awarded $129 million in grants. The region has six community foundations and one hospital conversion foundation, the Gulf Coast Community Foundation of Venice, which has assets in excess of $148 million.

20.4% 14.1%

31.7%

19 and under 20-34 35-59 60 and older

PHILANTHROPY IN THE SUNSHINE STATE

SOUTHWEST FLORIDA Foundations (2001) Number

Assets

Gifts Received

Giving

(millions)

462

$1,126.6

$37.7

$112.6

Community Foundations

133.4

28.7

11.1

Hospital Conversion Foundations

148.3

2.3

4.9

469

1,408.3

68.6

128.6

Private Foundations (including corporate)

Total

Giving Patterns – Top Three Funding Areas Private Foundations

Community Foundations

Hospital Conversion Foundations

Human Services – 40% Health – 17% Arts & Culture – 16%

Human Services – 64% Education – 14% Health – 10%

(including corporate)

Education – 42% Human Services – 22% Religion– 13%

Southwest Florida Foundations Name

City

Assets

Giving

Private Foundations 1. William G. & Marie Selby Foundation 2. George and Mary Kremer Foundation 3. Cafesjian Family Foundation 4. Schoenbaum Family Foundation 5. Alpha Omega Foundation 6. Taylor Family Foundation 7. Appleby Foundation 8. Alfred and Ann Goldstein Foundation 9. Sunshine Natural Wellbeing Foundation 10. William and Lynda Steere Foundation 11. Keating Family Foundation 12. Peter D. and Eleanore A. Kleist Foundation 13. Naples Children and Education Foundation 14. Miracles on the March 15. Lee R. Anderson Family Foundation

Sarasota Naples Naples Sarasota Naples Anna Maria Sarasota Sarasota Sarasota Naples Sarasota Fort Myers Naples Naples Naples

$69,121,921 54,533,338 42,201,082 23,322,399 16,720,833 15,544,305 14,696,401 14,597,841 11,235,803 10,845,624 5,824,830 5,363,248 1,881,099 783,698 271,194

$3,823,948 3,192,828 1,166,634 1,037,076 769,800 714,649 843,500 704,005 765,014 721,600 1,223,665 2,136,071 2,500,000 2,559,294 4,964,897

$71,475,436 34,167,630 23,244,030 3,070,078 1,092,198 325,216

$5,559,956 2,844,354 2,444,872 100,000 46,966 115,029

Community Foundations Community Foundation of Sarasota County Community Foundation of Collier County Southwest Florida Community Foundation Charlotte County Foundation Cape Coral Community Foundation Plantation Community Foundation

Sarasota Naples Fort Myers Punta Gorda Cape Coral Venice

Hospital Conversion Foundations Gulf Coast Community Foundation2

Venice

$148,287,369

4,910,615

Individual Giving (1997) Tax filers declaring charitable contributions – 23.5%

Total contributions – $600.4 million

Donors’ average income – $119,396

Donors’ average gift – $4,906

Donors giving rate – 4.11%

Tax Filer Giving Rate – 2.329%

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

SOUTHEAST FLORIDA 9 counties: Indian River, St. Lucie, Martin, Palm Beach, Broward, Miami-Dade, Monroe Largest city: Miami Share of state population: 35%

Population (in millions) 1990

4.5

2000

5.5

Increase

23.3%

Florida’s greatest concentrations of population and charitable wealth are in the seven-county Southeast Florida region, from Indian River County south to Monroe County and the Florida Keys. More than a third of the state’s population, about 5.5 million people, lives in Southeast Florida. During the 1990s, the region added more than a million new residents. The region is among the most diverse parts of America. Less than half of the population is Caucasian – 47 percent – while 32 percent of the population is Hispanic, and 17 percent African American. About a third of all Southeast Floridians were born outside the United States, and about 40 percent came from other states. Only 28 percent are native Floridians. Average income of tax filers in Southeast Florida was $43,948, second highest in the state.

Tax filers – 1997 Number of tax filers

2,375,390

Average tax filer income

$43,948

2003 Household net worth High net worth households (above $500,000)

17.4%

Low net worth households (below $15,000)

23.9%

Ratio

1 to 1:4

Population Origin (2002 percentage)

Southeast Florida tax filers reported $2.4 billion in charitable contributions in 1997, about 43 percent of the state’s total individual giving. One-fourth of all Southeast Florida tax filers reported charitable giving; their average contribution was $3,879. The region’s tax filers gave an average 2.2 percent of their income, higher than the national average of 2.0 percent. This information is based on charitable giving data from only the 25 percent of Southeast Florida tax filers who itemize their tax returns. Significant additional charitable giving takes place outside the scope of IRS tax deductions. While largely undocumented, contributions from the other 75 percent of the region’s taxpayers (and perhaps also from those who file no tax returns) are an important part of the region’s philanthropic picture. Southeast Florida is home to 1,619 foundations, which have total assets of $8.8 billion, or 62 percent of the state’s total foundation wealth. The Miami-based John S. and James L. Knight Foundation is by far the state’s largest single foundation and the 26th largest in the nation. With $1.9 billion in assets, Knight Foundation has a larger asset base than the combined wealth of all foundations in each of Florida’s five regions outside the Southeast.

28.1% 39.1% 32.7%

Southeast Florida’s foundations received $365.9 million in gift income and made grants totaling $534.9 million in the most recent year reported. The region has six community foundations, with combined assets of $193 million, and seven hospital conversion foundations, which have combined assets of $450 million.

Native born Foreign born Born in other state Age (2002 percentage)

21.5% 34.1%

*Allegany Franciscan Foundation represents proceeds from the sale of six hospitals, two of which are in the Southeast region and four of which are in West Central Florida.

25.5% 18.9%

19 and under 20-34 35-59 60 and older

PHILANTHROPY IN THE SUNSHINE STATE

SOUTHEAST FLORIDA Foundations (2001) Number

Assets

Gifts Received

Giving

(millions)

1,607

$8,136

$340.7

$500.8

Community Foundations

193.1

20.1

18.5

Hospital Conversion Foundations

449.5

5.0

15.6

1,619

8,778

365.9

534.9

Private Foundations (including corporate)

Total

Giving Patterns – Top Three Funding Areas Private Foundations

Community Foundations

Hospital Conversion Foundations

Arts & Culture – 27% Human Services – 23% Education – 17%

Human Services – 36% Education – 29% Human Services – 28%

(including corporate)

Education – 28% Health – 16% Arts & Culture – 14% Public & Societal Benefit – 14%

Southeast Florida Foundations Name

City

Assets

Giving

Private Foundations 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.

John S. and James L. Knight Foundation Miami $1,900,829,943 Picower Foundation Palm Beach 542,109,910 West Palm Beach Arthur S. DeMoss Foundation 444,341,972 Miami Wallace H. Coulter Foundation 345,620,149 Flight Attendant Medical Research Institute Miami 326,400,295 Ted Arison Family Foundation USA Miami 250,771,018 Ted Arison Charitable Trust Miami 169,777,662 Forrest C. Lattner Foundation Delray Beach 156,635,067 Palm Beach Batchelor Foundation 137,182,925 Gardens Scaife Family Foundation 91,422,569 West Palm Beach George B. Storer Foundation 90,270,513 Islamorada Whitehall Foundation 79,569,533 Palm Beach E.M. Lynn Foundation 45,302,137 Boca Raton Jack Taylor Family Foundation 9,929,767 Bay Harbor Islands S. Daniel Abraham Foundation 212,816

$85,569,297 32,278,810 36,078,266 23,445,541 6,312,242 10,151,522 7,896,668 7,185,200 5,459,500 4,104,200 4,255,000 4,555,345 15,283,440 4,374,800 13,934,396

Community Foundations Community Foundation of Palm Beach and Martin Counties Dade Community Foundation Community Foundation of Broward Ocean Reef Foundation Community Foundation of the Florida Keys Coral Gables Community Foundation

West Palm Beach Miami Fort Lauderdale Key Largo Key West Coral Gables

$77,709,721 68,401,730 38,334,032 4,861,030 3,147,522 633,758

$7,667,760 7,093,699 1,740,938 1,144,553 755,131 69,916

Hospital Conversion Foundations Quantum Foundation Health Foundation of South Florida Palm Healthcare Foundation Allegany Franciscan Foundation* North Dade Medical Foundation Dr. John T. MacDonald Foundation Doctors Hospital Foundation

West Palm Beach Miami West Palm Beach Clearwater* North Miami Coral Gables Plantation

$151,287,589 131,586,670 57,406,294 37,464,216 32,419,839 32,084,140 $7,254,518

$6,101,747 3,615,441 2,485,804 1,197,594 1,206,925 721,000 290,000

Individual Giving (1997) Tax filers declaring charitable contributions – 25%

Total contributions – $2.4 billion

Donors’ average income – $102,386

Donors’ average gift – $3,879

Donors giving rate – 3.789%

Tax Filer Giving Rate – 2.209%

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

METHODOLOGY

Foundations. This study is limited to three essential types of foundations: private foundations, community foundations and hospital conversion foundations. These three groups represent the preponderance of all foundation types, both in Florida and across the nation. Community foundations have been operating in Florida since the 1950s, but have rapidly expanded their coverage within Florida only since the late 1980s. The formation of hospital conversion foundations represents another trend in Florida in the past two decades. A private foundation is recognized in the federal Internal Revenue Code, which requires it to comply with various rules affecting, among other things, its governance, grantmaking and disclosure. Private foundations include several subsets of foundations, such as operating foundations, corporate foundations, independent foundations and family foundations. For this study, Jankowski Associates, Inc., of Frederick, Maryland, identified the universe of private foundations and directly examined records from the IRS. In many cases, this review was supplemented by direct contact with foundations to obtain their most recent financial statements. More than 5,000 entities were identified as potential private foundations with headquarters operating in or for Florida, from which the professional review confirmed 3,254. Financial data were recorded from the most recent complete year available, with records from 2001 or 2002 representing more than 97 percent of those reviewed. Asset and giving data for private foundations come from IRS 990-PF forms. Assets reflect net assets at the end of the filing year. Giving is recorded for grants made and does not include qualifying distributions for administrative expenses. Community foundations are organized as public charities under the Internal Revenue Code and form a distinct type of grantmaker through their building of endowment from donors interested in specific communities and their focus on grantmaking for those local communities. Asset and giving data for community foundations are based on information from IRS 990 forms, the Foundation Center and the Columbus (Ohio) Foundation's national survey of community foundations. Hospital conversion foundations are created from the proceeds of the sale of assets from formerly nonprofit hospitals and health care systems with the intention to function as endowed grantmakers. Hospital conversion foundations can be organized as private foundations, community foundations or other public charities. L&M Associates, of Athens, Ohio, and Judy Hall Consulting, of Jacksonville, Florida, identified and collected the financial data of Floridaâ&#x20AC;&#x2122;s community and hospital conversion foundations. Grants. The grants of the largest 15 private foundations (based on giving) in each of the six study regions in Florida were collected to assure the broadest geographic representation in the sample. One exception is the omission of grants from the F. W. Olin Foundation in Sarasota. Olin made just three grants, with one in the amount of $56 million â&#x20AC;&#x201C; a statistical outlier more than five times larger than the next largest grant in the compilation. Altogether, the grants of the 90 private foundations reviewed represent more than half the total current annual giving by private foundations in Florida. Jankowski Associates compiled and catalogued more than 9,300 grants from private foundations. For community foundations and hospital conversion foundations, the study attempted to compile and catalog all grants over the most recent complete year. L&M Associates with Judy Hall Consulting reviewed nearly 6,000 grants. Grants were coded for purpose using the National Taxonomy of Exempt Entities (NTEE), a classification system used by IRS, the Foundation Center, the National Center on Charitable Statistics and others to characterize uniformly the activities of nonprofits and the use of charitably granted funds by nonprofits, individuals and agencies. Each grant was identified by recipient. The recipientâ&#x20AC;&#x2122;s address determined where the grant interest was recorded.

PHILANTHROPY IN THE SUNSHINE STATE

INFORMATION SOURCES

Columbus Foundation, Annual Community Foundation Survey, 2002. (www.columbusfoundation.org). Donors Forum of South Florida, South Florida Gives: The State of Philanthropy in Palm Beach, Broward, Miami-Dade, and Monroe Counties, 12/2001 (www.donorsforumsf.org). ESRI Business Information Solutions (ESRI BIS), 2003/2008 Demographics, Table: 2003 Household Net Worth, 2003 (www.esribis.com). Florida Department of Children & Families, Annual Report on Homeless Conditions in Florida, Fiscal Year 2001-2002, July 2003. Florida Trend, Florida’s Top 250 Public Companies, July 2003. The Foundation Center, Guide to U.S. Foundations, 2002, and The Foundation Directory Online, 2003 (fconline.fdncenter.org). Grantmakers in Health, A Profile of New Health Foundations, May 2003 (www.gih.org). Internal Revenue Service, Statistics of Income Bulletin, Spring 2003. Johnson, Barry W. and Lisa M. Schreiber, Personal Wealth, 1998. IRS Statistics of Income Bulletin, Winter 2002-2003, Publication 1136 (Rev. 4-2003). National Center for Charitable Statistics, The Urban Institute (nccs.urban.org). Philanthropic Research, Inc., GuideStar National Database of Nonprofit Organizations (www.guidestar.org). Southeastern Council of Foundations, Southern Philanthropy, A Regional Overview, 2002, and The Changing South: Our People and their Giving, 2001 (www.secf.org). U.S. Census Bureau, American Community Survey, 2002 Data Profiles (Sept. 2003); 2000 Census of Population and Housing (2002); 1990 Census of Population and Housing (1994) (factfinder.census.gov). Additional sources information on philanthropy and the nonprofit sector include: American Association of Fundraising Counsel (www.aafrc.org) Council on Foundations (www.cof.org) Independent Sector (www.independentsector.org) Philanthropy & Nonprofit Leadership Center, Rollins College (www.pnlc.rollins.edu)

Graphic design by Kim Foster Design, Miami, Florida. Cover photograph by Jo-Anne Gardner.

A COMPREHENSIVE LOOK AT FLORIDA’S GRANTMAKING FOUNDATIONS AND DONORS

FLORIDA PHILANTHROPIC NETWORK Board of Directors David A. Odahowski, Chair President and CEO Edyth Bush Charitable Foundation Winter Park Sherry P. Magill, Ph.D., Vice Chair President Jessie Ball duPont Fund Jacksonville Ruth Shack, Treasurer President Dade Community Foundation Miami Hodding Carter III President and CEO John S. and James L. Knight Foundation Miami David A. Harris Director of Florida Philanthropy John D. and Catherine T. MacArthur Foundation Jupiter Joanne Olvera Lighter President and CEO Allegany Franciscan Foundation Clearwater Steven Marcus, Ed.D. President and CEO Health Foundation of South Florida Miami

Florida Philanthropic Network 199 E. Welbourne Avenue P. O. Box 1967 Winter Park, FL 32790-1967 (407) 647-4322 www.fpnetwork.org

PHILANTHROPY IN THE SUNSHINE STATE