2026-08-14T07:15:37-05:00 2025-12-31 994625061 CRI ADVISORS LLC 1001 3RD AVENUE W STE 500 BRADENTON FL 34205 990 2025-01-01 853772547 LAKEWOOD RANCH COMMUNITY FOUNDATION INC LAKE 9412086799 8433 ENTERPRISE CIRCLE 100 LAKEWOOD RANCH FL 34202 KEITH PANDELOGLOU CHAIRMAN OF THE BOARD 9412086799 2026-08-13 1 GARRETT B SHINN CPA P01044507 9417470500 2026-08-13 2025 2025-03-06 01:10:19Z X KEITH PANDELOGLOU 8130 LAKEWOOD MAIN STE 103 LAKEWOOD RANCH FL 34203 297909 0 X WWW.LWRCF.ORG X 2000 FL THE ORGANIZATION'S VISION IS TO USE THE POWER OF GIVING TO SERVE THE COMMUNITY. FOUNDED IN 2000, THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THE COMMUNITY FOUNDATION'S CORE VALUES INCLUDE "COMMUNITY, INNOVATION, AND TRANSPARENCY 12 12 1 15 0 0 137607 108005 0 0 0 0 -325 114322 137282 222327 106800 95500 0 0 95776 134892 0 0 95924 69158 62566 271734 292958 -134452 -70631 1398271 1529376 2306 7506 1395965 1521870 X THE ORGANIZATION'S MISSION IS, ENHANCING THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THROUGH OUR VETTING PROCESS, WE ASSURE THAT DONATIONS ARE GOING TO THOSE MAKING A POSITIVE IMPACT. OVER THE PAST 25+ YEARS, WE HAVE GIVEN MORE THAN $1.7 MILLION TO 160 DESERVING NONPROFITS. 0 0 149527 95500 THE VISION OF THE ORGANIZATION IS TO USE THE POWER OF GIVING TO SERVE OUR COMMUNITY. THE ORGANIZATION HAS THREE MAIN PROGRAMS THAT HELP SUPPORT THE FUNDS WHICH ARE USED TO DISTRIBUTE GRANTS TO NONPROFITS; BUILDERS GIVE BACK PROGRAM, COMMUNITY BUSINESS PARTNERS, AND FRIENDS OF THE FOUNDATION. 1. THE BUILDERS GIVE BACK PROGRAM WAS SPEARHEADED BY THE ORGANIZATION, LAKEWOOD RANCH COMMUNITIES (VISIONARY DEVELOPER OF LAKEWOOD RANCH) AND SELECT PREMIER BUILDERS. CURRENTLY THERE ARE TEN BUILDERS IN THE PROGRAM AND FOR EVERY NEW HOME CLOSING, THE BUILDER MAKES A $100 DONATION TO THE COMMUNITY FOUNDATION IN THE RESIDENT'S NAME. LAKEWOOD RANCH COMMUNITIES MATCHES THE DONATIONS UP TO $10,000. THROUGH THE PROGRAM, THE FOCUS IS TO INTRODUCE NEW HOMEOWNERS TO THE VIBRANT TRADITION OF LOCAL PHILANTHROPY AND GAIN THEIR COMMITMENT TO VOLUNTEER AND OPEN THE DOOR2. THE COMMUNITY BUSINESS PARTNERS PROGRAM PROVIDES AN OPPORTUNITY FOR LOCAL BUSINESSES TO SUPPORT THE ORGANIZATION THROUGH ANNUAL DONATIONS. THE LOCAL BUSINESSES MAY PARTICIPATE AND SERVE ON COMMITTEES, HOST EVENTS FOR GRANT RECIPIENTS, SUPPORT AND BE INVOLVED IN THE MAJOR EVENTS AND ACTIVITIES OF THE YEAR. 3. THE FRIENDS OF THE FOUNDATION PROGRAM IS A MONTHLY GIVING OPPORTUNITY FOR INDIVIDUALS TO SUPPORT THE ORGANIZATION'S VISION AND MISSION. THIS IS ALSO A POSITIVE WAY FOR COMMUNITY INDIVIDUALS TO BECOME MORE INVOLVED WITH THE ORGANIZATION.IN ADDITION, THE VOLUNTEER PLATFORM PROGRAM IS A WAY TO FIND THE PERFECT OPPORTUNITY FOR INDIVIDUALS TO VOLUNTEER AND FOR NONPROFIT ORGANIZATIONS TO SHOWCASE WHAT THEY DO AND WHAT TYPE OF VOLUNTEERISM IS NEEDED. THIS AUTOMATED PLATFORM CAN BRING THE TWO ENTITIES TOGETHER AND CREATE A LASTING RELATIONSHIP. THIS IS YET ANOTHER WAY TO OPEN THE DOOR 149527 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 FL X CRI ADVISORS LLC 9417470500 1001 3RD AVE W 500 BRADENTON FL 34205 JEFF TOALE PRESIDENT 5.00 X X 0 0 0 KEITH PANDELOGLOU VICE PRESIDENT 4.00 X X 0 0 0 LORRI KIDDER TREASURER 4.00 X X 0 0 0 LISA LAWLER SECRETARY 4.00 X X 0 0 0 MARK CLARK PAST PRESIDENT 4.00 X 0 0 0 RAY DWECK DIRECTOR 1.00 X 0 0 0 CONNOR WOLFE DIRECTOR 1.00 X 0 0 0 NYDA BITTMANN-NEVILLE DIRECTOR 1.00 X 0 0 0 CHRISTA FOLKERS DIRECTOR 1.00 X 0 0 0 JANJAY GEHNDYU DIRECTOR 1.00 X 0 0 0 CASIO JONES DIRECTOR 1.00 X 0 0 0 VICTORIA CAMPBELL DIRECTOR 1.00 X 0 0 0 NICOLE RYSKAMP DIRECTOR 1.00 X 0 0 0 KELLY GILLILAND DIRECTOR 1.00 X 0 0 0 KATE MULLIGAN EXECUTIVE DIRECTOR 45.00 X 125000 0 0 125000 0 0 1 0 0 0 0 108005 28189 108005 189904 75582 114322 114322 222327 0 0 114322 93500 93500 2000 2000 125000 30750 33000 61250 9892 1484 2473 5935 12000 1800 4200 6000 15049 8000 7049 1087 289 798 8682 3836 1010 3836 8400 3780 840 3780 3336 2400 936 1943 1943 BANK SERVICE CHARGES 4251 4251 COMMUNITY EXPENSES 3553 1553 2000 PAYROLL SERVICES 1836 788 260 788 DUES & SUBSCRIPTIONS 1484 900 584 945 494 451 292958 149527 47507 95924 24339 41748 1200 8360 1372732 1479268 1398271 1529376 2306 7506 2306 7506 X 0 0 0 0 1395965 1521870 1395965 1521870 1398271 1529376 -70631 196536 0 X 0 0 0 X 1266375 111677 79816 1457868 1266375 111677 79816 1457868 1457868 1457868 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1372732 196536 90000 1479268 1396975 120757 106800 38200 1372732 1226759 170216 1396975 1.00000 0 0 0 NORTHERN TRUST INVESTMENTS 1479268 F 1479268 PART V, LINE 4: THE USE OF THE BOARD OF DIRECTORS DESIGNATED FUNDS ARE FOR OPERATIONS AND DISTRIBUTING GRANTS TO DESERVING NONPROFITS WHO ARE MAKING A POSITIVE IMPACT IN THE LAKEWOOD RANCH COMMUNITY. SOIREE AT THE RANCH 139912 139912 4000 16530 3000 27942 GOLF TOURNAMENT 25741 25741 10553 3 24251 24251 13556 189904 189904 4000 16530 3000 52051 75581 114323 1 FOSTER THE FAMILY 1604 17TH ST W BRADENTON FL 34205 813695278 501(C)(3) 8000 0 HELP ORGANIZATION MARK WANDALL FOUNDATION 6711 63RD TERRACE E BRADENTON FL 34203 201933021 501(C)(3) 7500 0 HELP ORGANIZATION THE FLORIDA CENTER 4620 17TH ST SARASOTA FL 34235 591947024 501(C)(3) 6500 0 HELP ORGANIZATION 3 PART I, LINE 2: A GRANT REPORT IS DUE ANNUALLY FOR ANY NONPROFIT THAT RECEIVES A GRANT. X ACCOUNTING SERVICES 1 12000 FAIR MARKET VALUE X RENT 1 8400 FAIR MARKET VALUE X COMMUNITY BUSINESS PARTNERS 1 3553 FAIR MARKET VALUE X MEETING SPACE 1 2400 FAIR MARKET VALUE X PAYROLL SERVICES 1 1836 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B ALL COMMITTEE BUSINESS IS SUBJECT TO REVIEW AND APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 PACKAGE WILL BE SUBMITTED TO THE BOARD FOR REVIEW AND WILL BE DISCUSSED AND APPROVED. FORM 990, PART VI, SECTION B, LINE 15B AN ANNUAL REVIEW IS PERFORMED BY MEMBERS OF THE BOARD AND BOARD FEEDBACK IS COMMUNICATED AND PROVIDED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST