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ObjectId: 201723059349300907 - Submission: 2017-11-01
TIN: 59-6196141
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
16
Open to Public Inspection
Name of the organization
GOODWILL INDUSTRIES OF SW FLORIDA INC
Employer identification number
59-6196141
Part I
Identification of Disregarded Entities
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
GW SERVICES OF SWFL INC
5100 TICE STREET
FORT MYERS
,
FL
33905
77-0673657
EMPLOYMENT OPPORTUNITIES FOR HADICAPPED INDIVIDUALS
FL
501(C)(3)
LINE 10
Yes
(2)
GOODWILL INDUSTRIES OF SW FLORIDA FOUNDATION INC
5100 TICE STREET
FORT MYERS
,
FL
33905
26-3590251
FOUDRAISING ACTIVITY FOR GOODWILL INDUSTRIES
FL
501(C)(3)
LINE 12A, I
Yes
(3)
GOODWILL ACADEMIES OF SW FLORIDA INC
5100 TICE STREET
FORT MYERS
,
FL
33905
20-2089122
CHARTER SCHOOL
FL
501(C)(3)
LINE 2
No
(4)
SOUTHWEST FLORIDA GWI HOUSING INC
5100 TICE STREET
FORT MYERS
,
FL
33905
31-1469227
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(5)
SOUTHWEST FLORIDA GWI HOUSING II INC
5100 TICE STREET
FORT MYERS
,
FL
33905
31-1502533
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(6)
SOUTHWEST FLORIDA GWI HOUSING III INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-0803040
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(7)
SOUTHWEST FLORIDA GWI HOUSING IV INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-0914341
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(8)
SOUTHWEST FLORIDA GWI HOUSING V INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-0976594
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(9)
SOUTHWEST FLORIDA GWI HOUSING VI INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-0976594
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(10)
SOUTHWEST FLORIDA GWI HOUSING VII INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-1090671
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(11)
SOUTHWEST FLORIDA GWI HOUSING VIII INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-1157318
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(12)
SOUTHWEST FLORIDA GWI HOUSING IX INC
5100 TICE STREET
FORT MYERS
,
FL
33905
65-1157322
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(13)
SOUTHWEST FLORIDA GWI HOUSING X INC
5100 TICE STREET
FORT MYERS
,
FL
33905
51-0530426
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(14)
SOUTHWEST FLORIDA GWI HOUSING XI INC
5100 TICE STREET
FORT MYERS
,
FL
33905
57-1232683
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(15)
SOUTHWEST FLORIDA GWI HOUSING XII INC
5100 TICE STREET
FORT MYERS
,
FL
33905
13-4351873
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(16)
SOUTHWEST FLORIDA GWI HOUSING XIII INC
5100 TICE STREET
FORT MYERS
,
FL
33905
26-1548130
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(17)
SOUTHWEST FLORIDA GWI HOUSING XIV INC
5100 TICE STREET
FORT MYERS
,
FL
33905
26-4310189
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(18)
SOUTHWEST FLORIDA GWI HOUSING XV INC
5100 TICE STREET
FORT MYERS
,
FL
33905
45-4199386
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
(19)
SOUTHWEST FLORIDA GWI HOUSING XVI INC
5100 TICE STREET
FORT MYERS
,
FL
33905
45-4199244
HOUSING FOR DISABLED INDIVIDUALS
FL
501(C)(3)
LINE 10
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2016
Page 2
Schedule R (Form 990) 2016
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
GOODWILL INDUSTRIES OF SWFL NMTC RESOURCES I LLC
5100 TICE STREET
FORT MYERS
,
FL
33905
46-1056972
RENTAL REAL ESTATE
FL
GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC
N/A
-535,039
12,648,701
No
No
99.000 %
(2)
GOODWILL INDUSTRIES OF SWFL NMTC RESOURCES II LLC
5100 TICE STREET
FORT MYERS
,
FL
33905
46-1062434
RENTAL REAL ESTATE
FL
GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC
N/A
231,635
6,939,832
No
No
99.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
Schedule R (Form 990) 2016
Page 3
Schedule R (Form 990) 2016
Page
3
Part V
Transactions With Related Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
GW SERVICES OF SWFL INC
L
705,276
CASH
(2)
GW INDUSTRIES OF SWFL NMTC RESOURCES I LLC
S
117,810
CASH
(3)
GW INDUSTRIES OF SWFL NMTC RESOURCES I LLC
J
365,000
CASH
(4)
GW INDUSTRIES OF SWFL NMTC RESOURCES II LLC
S
683,100
CASH
(5)
GW INDUSTRIES OF SWFL NMTC RESOURCES II LLC
J
277,589
CASH
(6)
GOODWILL INDUSTRIES OF SWFL FOUNDATION INC
C
615,336
CASH
(7)
GOODWILL INDUSTRIES OF SWFL FOUNDATION INC
L
72,000
CASH
Schedule R (Form 990) 2016
Page 4
Schedule R (Form 990) 2016
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2016
Page 5
Schedule R (Form 990) 2016
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
Schedule R (Form 990) 2016
Additional Data
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