Nonprofit · EIN 38-3881140
SHADOW WOOD CHARITABLE FOUNDATION INC
Tax-exempt · BONITA SPGS, FL 34134
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $1,693,552 | $1,789,575 | -$96,023 | $348,134 | $33,734 | $314,400 |
| March 31, 2025 | 990 | $1,673,957 | $1,875,550 | -$201,593 | $417,311 | $6,888 | $410,423 |
| March 31, 2024 | 990 | $1,512,824 | $1,375,605 | $137,219 | $628,042 | $16,026 | $612,016 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $1,560,262
- Program service revenue
- $0
- Investment income
- $14,438
- Net gain from sales of assets
- -$269
- Net income from fundraising events
- -$70,957
- Net income from gaming
- $189,809
- Other revenue
- $118,852
Expenses
- Grants and similar amounts paid
- $1,750,150
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,750,150
- Management and general (functional)
- $35,525
- Fundraising (functional)
- $3,900
Balance sheet and other
- Total assets, start of year
- $417,311
- Total assets, end of year
- $348,134
- Total liabilities, end of year
- $33,734
- Net assets, end of year
- $314,400
- Net assets without donor restrictions
- $314,400
- Gross receipts
- $1,966,564
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2012
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARK BELL | TRUSTEE Trustee or director | 5 | $0 |
| TRACY DANKOFF | TRUSTEE Trustee or director | 5 | $0 |
| DENISE HADLEY | TRUSTEE Trustee or director | 5 | $0 |
| TAMMY KATZ | TRUSTEE Trustee or director | 5 | $0 |
| JIM MCNERNEY | TREASURER Trustee or director, Officer | 10 | $0 |
| RENEE POPE | TRUSTEE Trustee or director | 5 | $0 |
| STEVE RITCHIE | TRUSTEE Trustee or director | 5 | $0 |
| DOUG TIMMEL | VICE PRESIDE Trustee or director, Officer | 10 | $0 |
| NORMAN WELLS | PRESIDENT Trustee or director, Officer | 10 | $0 |
| TOD C WILCOCK | SECRETARY Trustee or director, Officer | 7 | $0 |
990 for the year ended March 31, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARK BELL | TRUSTEE Trustee or director | 5 | $0 |
| TRACY DANKOFF | TRUSTEE Trustee or director | 5 | $0 |
| ERIC GANZ | TREASURER Trustee or director, Officer | 10 | $0 |
| TAMMY KATZ | TRUSTEE Trustee or director | 5 | $0 |
| SUSAN NICOLETTI | TRUSTEE Trustee or director | 5 | $0 |
| RENEE POPE | TRUSTEE Trustee or director | 5 | $0 |
| STEVE RITCHIE | TRUSTEE Trustee or director | 5 | $0 |
| DOUG TIMMEL | VICE PRESIDE Trustee or director, Officer | 10 | $0 |
| NORMAN WELLS | PRESIDENT Trustee or director, Officer | 10 | $0 |
| TOD C WILCOCK | SECRETARY Trustee or director, Officer | 7 | $0 |
990 for the year ended March 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARK BELL | TRUSTEE Trustee or director | 5 | $0 |
| TRACY DANKOFF | TRUSTEE Trustee or director | 5 | $0 |
| ERIC GANZ | TREASURER Trustee or director, Officer | 10 | $0 |
| SUSAN NICOLETTI | TRUSTEE Trustee or director | 3 | $0 |
| RENEE POPE | TRUSTEE Trustee or director | 7 | $0 |
| DOUG TIMMEL | TRUSTEE Trustee or director | 5 | $0 |
| NORMAN WELLS | VICE PRESIDE Trustee or director, Officer | 7 | $0 |
| TOD C WILCOCK | SECRETARY Trustee or director, Officer | 7 | $0 |
| STEPHEN ZENTZ | PRESIDENT Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 24600 S TAMIAMI TRL STE 212, BONITA SPGS, FL 34134-7023
- In care of
- % WILLIAM B LENTZ
- Mailing address (990-N for 2012)
- 9815 Bay Meadow, Bonita Springs FL 34135
- Principal officer (990 for 2025)
- NORMAN WELLS, 10701 GLEN LAKES DRIVE, BONITA SPRINGS, FL 34135
- Principal officer (990-N for 2012)
- William B Lentz, 9815 Bay Meadow, Bonita Springs FL 34135
- Signed the 990
- JIM MCNERNEY, TREASURER
- Phone
- (419) 283-4670
- Return prepared by
- STROEMER & COMPANY
Mission
SHADOW WOOD CHARITABLE FOUNDATION, INC. IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. THE FOUNDATION RAISES FUNDS AND DISTRIBUTES THEM TO SECTION 501 (C)(3) CHARITIES THAT SERVE THOSE RESIDENTS THROUGH SOCIAL SERVICE PROGRAMS. IT ALSO HAS SCHOLARSHIP AWARD AND EMERGENCY RELIEF PROGRAMS FOR THE BENEFIT OF EMPLOYEES, AND FAMILIES OF EMPLOYEES, OF SHADOW WOOD COUNTRY CLUB AND SHADOW WOOD COMMUNITY ASSOCIATION, AND A SCHOLARSHIP PROGRAM FOR THE BENEFIT OF GRADUATING SENIORS OF TWO LOCAL HIGH SCHOOLS.
Program accomplishments
- THE FOUNDATION IS COMMITTED TO SUPPORTING CHARITABLE PROGRAMS THAT IMPROVE THE LIVES OF SOUTHWEST FLORIDA RESIDENTS IN NEED. DURING THE YEAR ENDED MARCH 31, 2026, THE FOUNDATION MADE GRANTS IN EXCESS OF 5,000 TO 19 CHARITABLE ORGANIZATIONS SERVING THOSE RESIDENTS. SEE SCHEDULE I FOR THE NAMES OF EACH OF THE CHARITIES RECEIVING GRANTS IN EXCESS OF 5,000 FROM THE FOUNDATION IN THE YEAR ENDED MARCH 31, 2026, AND THE AMOUNT RECEIVED BY EACH OF THOSE CHARITIES.Expenses $1,750,150 · grants $1,750,150
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3881140
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $348,134
- Income (IRS master file)
- $1,966,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $1,693,552 | $1,789,575 | $348,134 | XML |
| 990 | March 2025 | $1,673,957 | $1,875,550 | $417,311 | XML |
| 990 | March 2024 | $1,512,824 | $1,375,605 | $628,042 | XML |
| 990 | March 2023 | $1,642,314 | $1,570,029 | $503,357 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990-N for 2012 Officer: William B Lentz | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3881140).
Questions about SHADOW WOOD CHARITABLE FOUNDATION INC
- What is the EIN of SHADOW WOOD CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of SHADOW WOOD CHARITABLE FOUNDATION INC is 38-3881140.
- Is SHADOW WOOD CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to SHADOW WOOD CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHADOW WOOD CHARITABLE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHADOW WOOD CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHADOW WOOD CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of SHADOW WOOD CHARITABLE FOUNDATION INC?
- The 990 for the year ended March 31, 2026 names NORMAN WELLS.
- Who are the officers and directors of SHADOW WOOD CHARITABLE FOUNDATION INC?
- The 990 for the year ended March 31, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does SHADOW WOOD CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $1,693,552, expenses of $1,789,575 and total assets of $348,134 at year end.
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All nonprofits in BONITA SPGS · Florida · Philanthropy, voluntarism and grantmaking foundations