Skip to the page content
Passes our checks

Shadow Wood Charitable Foundation Inc

EIN 38-3881140 · Bonita Spgs, FL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair64 out of 100GovernanceGood85 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$1.7 million
Spending
$1.8 million
Spent on programs
98%
Reserves
2.1 months of spending
Largest source of income
donations and private grants, 92%
Employees
0
Volunteers
100

Source: Form 990 for the year ending March 31, 2026, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 64 out of 100. Higher than 23% of charities in its peer group (philanthropy, $1m to $10m).

  • Reserves

    10 of 35

    Spendable reserves would cover 2.1 months of spending.

  • Debt

    20 of 20

    It owes 10% of what it owns.

  • Living within its means

    4 of 15

    Spending exceeded income by 6% of income.

  • Income trend

    15 of 15

    Income rose 1% on the year before.

  • Spending floor

    15 of 15

    98% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending March 31, 2026, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 85 out of 100. Higher than 40% of charities in its peer group (philanthropy, $1m to $10m).

  • Independent board

    25 of 25

    10 of 10 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    9 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending March 31, 2026, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $1.8 million spent. 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.

Source: Form 990 for the year ending March 31, 2026, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending March 2026.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since September 2012.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.