SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2024-11-08
IRS object ID: 202433139349304218
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-08T17:37:02-06:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	805 SW BROADWAY STE 1400	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97205	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596580974	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST FLORIDA COMMUNITY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2392745900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON ST 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAWN BELAMARICH	PersonNm
Person Title	PRESIDENT/ CEO	PersonTitleTxt
Phone	2399392233	PhoneNum
Signature	2024-11-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDY CAMPOS	PreparerPersonNm
PTIN	P00448102	PTIN
Phone	5032421447	PhoneNum
Preparation	2024-11-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	COLLABORATORY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	DAWN BELAMARICH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON ST 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$47,911,376	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COLLABORATORY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	33	TotalEmployeeCnt
Total Volunteers	273	TotalVolunteersCnt
Total Gross UBI	-$400,155	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$18,771,646	PYContributionsGrantsAmt
CY Contributions Grants	$19,984,361	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,013,606	PYInvestmentIncomeAmt
CY Investment Income	$8,152,026	CYInvestmentIncomeAmt
PY Other Revenue	$806,965	PYOtherRevenueAmt
CY Other Revenue	-$17,393	CYOtherRevenueAmt
PY Total Revenue	$21,592,217	PYTotalRevenueAmt
CY Total Revenue	$28,118,994	CYTotalRevenueAmt
PY Grants And Similar Paid	$10,312,150	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$8,465,141	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,701,462	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,037,857	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$608,719	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,687,995	PYOtherExpensesAmt
CY Other Expenses	$5,797,903	CYOtherExpensesAmt
PY Total Expenses	$16,701,607	PYTotalExpensesAmt
CY Total Expenses	$17,300,901	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,890,610	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$10,818,093	CYRevenuesLessExpensesAmt
Total Assets BOY	$159,037,731	TotalAssetsBOYAmt
Total Assets EOY	$162,968,322	TotalAssetsEOYAmt
Total Liabilities BOY	$14,343,846	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,887,712	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$144,693,885	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$155,080,610	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE OCOLLABORATORY IS A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED TO COORDINATING THE SOLVING OF SOUTHWEST FLORIDA'S MAJOR SOCIAL PROBLEMS BY 2040. SINCE OUR FOUNDING IN 1976, WE HAVE BEEN SUPPORTING LOCAL CAUSES AND NONPROFIT WORK, BUT UNFORTUNATELY, MANY OF OUR SOCIAL ISSUES CONTINUE TO STAY THE SAME OR GET WORSE. WE BELIEVE STRONGLY IN THE TRADITIONAL WORK WE DO BUT ARE ALSO COMMITTED TO MAKING A DEEPER IMPACT GOING TO THE ROOT CAUSE OF THE SOCIAL ISSUES PLAGUING OUR REGION. WE ARE A COMMUNITY FOUNDATION WITH OVER $100 MILLION GRANTED OVER THE YEARS, JOINED WITH A MUCH LARGER EFFORT IN COMMUNITY LEADERSHIP. BY BRINGING PEOPLE TOGETHER, WE'RE TACKLING THE ROOT CAUSE AND UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,133,817	ExpenseAmt
Grant	$3,476,571	GrantAmt
Desc	NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION, DBA COLLABORATORY RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,574,966	ExpenseAmt
Grant	$935,699	GrantAmt
Desc	SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S, DBA COLLABORATORY SCHOLARSHIP PROGRAM FOLLOWING GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION, DBA COLLABORATORY DISTRIBUTES SCHOLARSHIP AWARDS DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE AWARDED STUDENT. THE SCHOLARSHIP PROCESS HAS BEEN REFINED TO INCREASE MULTI-YEAR SCHOLARSHIPS, TO ASSIST ALL STUDENT APPLICANTS (REGARDLESS OF RACE, ETHNICITY, GENDER, ETC.) BY OPENING MORE SCHOLARSHIP FUNDING OPPORTUNITIES BASED ON THE STUDENT APPLICANT'S ELIGIBILITY, AND TO ASSIST STUDENTS SEEKING CERTIFICATIONS FROM TECHNICAL COLLEGES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,541,194	ExpenseAmt
Grant	$915,634	GrantAmt
Desc	COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. ALIGNED WITH THE GOALS OF COLLABORATORY, COMPETITIVE GRANTS ARE USED TO FUND THE BANDWIDTH REQUIRED FOR COALITIONS TO START AND SUSTAIN. PRIORITIES ARE DETERMINED BY A CALL FOR INFORMATION FROM INTERESTED ORGANIZATIONS. GRANTS ARE TO BE AWARDED TO NONPROFITS THAT SERVE AS THE BACKBONE FOR A COALITION THAT ADDRESSES THE WHOLE SYSTEM, SUCH AS HOUSING OR HEALTH AND WELLNESS. FUNDING IS FOR THREE YEARS, CONTINGENT ON SUCCESSFUL PERFORMANCE EACH YEAR.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,121,878	ExpenseAmt
Grant	$3,137,237	GrantAmt
Revenue	$0	RevenueAmt
Desc	COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,121,878	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$3,137,237	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$14,371,855	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	52	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	33	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	DAWN BELAMARICH	PersonNm
Phone	2392745900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON ST STE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
DAWN BELAMARICH
CHAIR/ PRESIDENT(AS OF 9/5/23)	55.00	6.00	Yes (X)	Yes (X)	$90,959	$0	$7,947
GAIL MARKHAM
CHAIR	3.00		Yes (X)	Yes (X)	$0	$0	$0
GARY GRIFFIN
VICE CHAIR AND SECRETARY/TREASURER	3.00		Yes (X)	Yes (X)	$0	$0	$0
AYSEGUL TIMUR
IMMEDIATE PAST CHAIR	3.00		Yes (X)	Yes (X)	$0	$0	$0
MALIKE ADIGUN
TRUSTEE	3.00		Yes (X)		$0	$0	$0
CHAUNCEY GOSS
TRUSTEE	3.00		Yes (X)		$0	$0	$0
DALE REISS
TRUSTEE	3.00		Yes (X)		$0	$0	$0
FRED MOON
TRUSTEE	3.00		Yes (X)		$0	$0	$0
HARRISON S KNIGHT
TRUSTEE	3.00		Yes (X)		$0	$0	$0
KAREN WATSON
TRUSTEE	3.00		Yes (X)		$0	$0	$0
JUAN BENDECK
TRUSTEE	3.00		Yes (X)		$0	$0	$0
JULIE BEN-SUSAN
TRUSTEE	3.00		Yes (X)		$0	$0	$0
KHANDYCE MOSELY
TRUSTEE	3.00		Yes (X)		$0	$0	$0
LILLIE RENTZ
TRUSTEE	3.00		Yes (X)		$0	$0	$0
LAUREM DRASITES
TRUSTEE	3.00		Yes (X)		$0	$0	$0
ROSEMARY FLLORI
TRUSTEE	3.00		Yes (X)		$0	$0	$0
SALLY JACKSON
TRUSTEE	3.00		Yes (X)		$0	$0	$0
SUZANNE BOY
TRUSTEE	3.00		Yes (X)		$0	$0	$0
TERRY MAZANY
CHIEF COLLABORATION OFFICER	50.00	2.00		Yes (X)	$194,712	$0	$6,914
MARINA NASSIF
CFO	50.00	7.00		Yes (X)	$139,769	$0	$18,378
TESSA LESAGE
CHIEF IMPACT OFFICER	50.00			Yes (X)	$168,423	$0	$19,852
JONATHON ROMINE
CHIEF OPERATIONS OFFICER	50.00			Yes (X)	$159,577	$0	$18,277
JOSEPH BRAUN
CHIEF PHILANTHROPY OFFICER	50.00			Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$753,440	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$71,368	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ADVERTISING FOR HUMANITY INC
7 CENTRAL ST	TOPSFIELD	MA	01983	MARKETING & COMMUNICATION	$320,217
AGL SOLUTIONS LLC
4600 SUMMERLIN ROAD SUITE C2-284	FORT MYERS	FL	33919	PUBLIC POLICY	$199,992
HOPEFUL IMAGES
2031 JACKSON ST STE 160	FORT MYERS	FL	33901	PHOTOJOURNALISM & STORY TELLING	$162,353

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$11,009,038	GovernmentGrantsAmt
All Other Contributions	$8,975,323	AllOtherContributionsAmt
Noncash Contributions	$3,129,357	NoncashContributionsAmt
Total Contributions	$19,984,361	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,384,788	TotalRevenueColumnAmt
Exclusion	$3,384,788	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$103,230	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$503,385	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$400,155	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$400,155	TotalRevenueColumnAmt
Unrelated Business Revenue	-$400,155	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$15,264,086	SecuritiesAmt
Other	$8,792,149	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$9,666,739	SecuritiesAmt
Other	$9,622,258	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,597,347	SecuritiesAmt
Other	-$830,109	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,767,238	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$830,109	RelatedOrExemptFuncIncomeAmt
Exclusion	$5,597,347	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSEMENT INCOME	900099	$284,151	$284,151
MISCELLANEOUS INCOME	900099	$98,611	$98,611

Field	Value	IRS element (for citing)
Other Revenue Total	$382,762	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$28,118,994	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$447,347	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$400,155	UnrelatedBusinessRevenueAmt
Exclusion	$8,982,135	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$7,222,871	TotalAmt
Program Services	$7,222,871	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,242,270	TotalAmt
Program Services	$1,242,270	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,004,718	TotalAmt
Program Services	$675,477	ProgramServicesAmt
Management And General	$259,629	ManagementAndGeneralAmt
Fundraising	$69,612	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,626,849	TotalAmt
Program Services	$1,093,739	ProgramServicesAmt
Management And General	$420,394	ManagementAndGeneralAmt
Fundraising	$112,716	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$44,067	TotalAmt
Program Services	$29,627	ProgramServicesAmt
Management And General	$11,387	ManagementAndGeneralAmt
Fundraising	$3,053	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$235,387	TotalAmt
Program Services	$158,252	ProgramServicesAmt
Management And General	$60,826	ManagementAndGeneralAmt
Fundraising	$16,309	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$126,836	TotalAmt
Program Services	$85,273	ProgramServicesAmt
Management And General	$32,776	ManagementAndGeneralAmt
Fundraising	$8,787	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$97,050	TotalAmt
Program Services	$65,247	ProgramServicesAmt
Management And General	$25,079	ManagementAndGeneralAmt
Fundraising	$6,724	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$50,000	TotalAmt
Management And General	$50,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$366,940	TotalAmt
Program Services	$246,696	ProgramServicesAmt
Management And General	$94,821	ManagementAndGeneralAmt
Fundraising	$25,423	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,609,671	TotalAmt
Program Services	$1,754,496	ProgramServicesAmt
Management And General	$674,365	ManagementAndGeneralAmt
Fundraising	$180,810	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$160,283	TotalAmt
Program Services	$107,759	ProgramServicesAmt
Management And General	$41,419	ManagementAndGeneralAmt
Fundraising	$11,105	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$338,097	TotalAmt
Program Services	$227,304	ProgramServicesAmt
Management And General	$87,368	ManagementAndGeneralAmt
Fundraising	$23,425	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$244,480	TotalAmt
Program Services	$164,365	ProgramServicesAmt
Management And General	$63,176	ManagementAndGeneralAmt
Fundraising	$16,939	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$15,554	TotalAmt
Program Services	$10,457	ProgramServicesAmt
Management And General	$4,019	ManagementAndGeneralAmt
Fundraising	$1,078	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$95,972	TotalAmt
Program Services	$64,523	ProgramServicesAmt
Management And General	$24,800	ManagementAndGeneralAmt
Fundraising	$6,649	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$67,298	TotalAmt
Program Services	$45,245	ProgramServicesAmt
Management And General	$17,390	ManagementAndGeneralAmt
Fundraising	$4,663	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$140,126	TotalAmt
Program Services	$94,207	ProgramServicesAmt
Management And General	$36,210	ManagementAndGeneralAmt
Fundraising	$9,709	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$127,442	TotalAmt
Program Services	$85,680	ProgramServicesAmt
Management And General	$32,932	ManagementAndGeneralAmt
Fundraising	$8,830	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALLOWANCE FOR CREDIT LO	$714,958	$480,670	$184,752	$49,536
DIRECT PROGRAM EXPENSES	$478,104	$321,432	$123,547	$33,125
DUES & SUBSCRIPTIONS	$76,974	$51,750	$19,891	$5,333
DONOR RELATIONS	$59,812	$40,212	$15,456	$4,144

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$155,142	TotalAmt
Program Services	$104,303	ProgramServicesAmt
Management And General	$40,090	ManagementAndGeneralAmt
Fundraising	$10,749	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$17,300,901	TotalAmt
Program Services	$14,371,855	ProgramServicesAmt
Management And General	$2,320,327	ManagementAndGeneralAmt
Fundraising	$608,719	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,527,252	BOYAmt
EOY	$1,906,803	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,692,668	BOYAmt
EOY	$1,404,592	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$466,724	BOYAmt
EOY	$623,439	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$7,711,376	BOYAmt
EOY	$1,193,803	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$119,513	BOYAmt
EOY	$153,470	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,954,091	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,343,388	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,946,599	BOYAmt
EOY	$9,610,703	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$115,689,011	BOYAmt
EOY	$127,645,054	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$27,884,588	BOYAmt
EOY	$20,430,458	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$159,037,731	BOYAmt
EOY	$162,968,322	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$315,318	BOYAmt
EOY	$340,520	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,087,269	BOYAmt
EOY	$2,282,303	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$414,358	BOYAmt
EOY	$873,659	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$2,639,537	BOYAmt
EOY	$2,805,583	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$7,300,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,587,364	BOYAmt
EOY	$1,585,647	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,343,846	BOYAmt
EOY	$7,887,712	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$91,779,210	BOYAmt
EOY	$121,132,424	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$36,260,664	BOYAmt
EOY	$23,561,460	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$144,693,885	BOYAmt
EOY	$155,080,610	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$159,037,731	BOYAmt
EOY	$162,968,322	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$10,818,093	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,153,800	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$7,585,168	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,052,567	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,891,415	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,089,215	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,771,646	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,984,361	CurrentTaxYearAmt
Total	$66,789,204	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,052,567	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,891,415	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,089,215	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,771,646	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,984,361	CurrentTaxYearAmt
Total	$66,789,204	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$13,002,811	SubstantialContributorsTotAmt
Public Support Total170	$53,786,393	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,449,564	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,875,842	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,356,988	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,588,050	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,384,788	CurrentTaxYearAmt
Total	$12,655,232	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$79,444,436	TotalSupportAmt
Gross Receipts Rltd Activities	$2,576,713	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.67700	PublicSupportCY170Pct
Public Support PY170	0.66150	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$50,000	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$50,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	WE HIRED A CONSULTANT WHO IS A REGISTERED LOBBYIST FOR OUR ORGANIZATION. THE CONTRACT TOTAL IS $200,000, BUT ONLY ESTIMATED $50,000 (25% OF THE CONTRACT) IS ALLOCATED TO LOBBYING.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	133	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	3	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$2,834,160	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$176,857	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$2,659,632	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$0	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$27,405,572	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$285,899	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$149,025	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	ARTIST RECOGNITION PROGRAM	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$99,724,205	BeginningYearBalanceAmt
Contributions	$5,538,614	ContributionsAmt
Investment Earnings Or Losses	$11,399,969	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,280,414	GrantsOrScholarshipsAmt
Administrative Expenses	$1,707,604	AdministrativeExpensesAmt
End Year Balance	$109,674,770	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$87,333,295	BeginningYearBalanceAmt
Contributions	$11,227,317	ContributionsAmt
Investment Earnings Or Losses	$9,151,483	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,682,301	GrantsOrScholarshipsAmt
Administrative Expenses	$1,352,327	AdministrativeExpensesAmt
End Year Balance	$99,724,205	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,685,518	BeginningYearBalanceAmt
Contributions	$4,717,097	ContributionsAmt
Investment Earnings Or Losses	-$14,741,961	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,603,438	GrantsOrScholarshipsAmt
Administrative Expenses	$1,723,921	AdministrativeExpensesAmt
End Year Balance	$87,333,295	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$83,243,086	BeginningYearBalanceAmt
Contributions	$4,445,960	ContributionsAmt
Investment Earnings Or Losses	$24,315,206	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,799,644	GrantsOrScholarshipsAmt
Administrative Expenses	$1,519,090	AdministrativeExpensesAmt
End Year Balance	$105,685,518	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$85,437,134	BeginningYearBalanceAmt
Contributions	$5,089,339	ContributionsAmt
Investment Earnings Or Losses	$55,320	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,573,311	GrantsOrScholarshipsAmt
Administrative Expenses	$1,765,396	AdministrativeExpensesAmt
End Year Balance	$83,243,086	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98860	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01140	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,742,623	OtherCostOrOtherBasisAmt
Depreciation	$2,079,612	DepreciationAmt
Book Value	$8,663,011	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$878,465	OtherCostOrOtherBasisAmt
Book Value	$878,465	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$333,003	OtherCostOrOtherBasisAmt
Depreciation	$263,776	DepreciationAmt
Book Value	$69,227	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,610,703	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
SPLIT INTEREST AGREEMENTS AND REMAINDER	$20,254,718
OTHER ASSETS	$175,740

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$20,430,458	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY OBLIGATIONS	Desc
Amt	$1,585,647	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,585,647	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	FINANCIAL ACCOUNTING STANDARDS HAVE REQUIREMENTS THAT IF A NOT-FOR-PROFIT ORGANIZATION ESTABLISHES A FUND AT A COMMUNITY FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF AS THE BENEFICIARY OF SUCH FUND, THE COMMUNITY FOUNDATION MUST ACCOUNT FOR THE TRANSFER OF SUCH ASSETS AS A LIABILITY. COLLABORATORY REFERS TO THESE FUNDS AS AGENCY ENDOWMENT FUNDS. COLLABORATORY MAINTAINS VARIANCE POWER AND LEGAL OWNERSHIP OF THE AGENCY ENDOWMENT FUNDS AND REPORTS THE FUNDS AS ASSETS OF COLLABORATORY EQUAL TO THE FAIR VALUE OF THE FUNDS AND A CORRESPONDING LIABILITY IN THE FINANCIAL STATEMENTS.
PART V, LINE 4:	TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY.
PART X, LINE 2:	COLLABORATORY, CUBAN PETE, AND SUPPORT ORGANIZATION ARE ALL NOT-FOR-PROFIT CORPORATIONS AND ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES UNRELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME, IF ANY, IS IMMATERIAL, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. COLLABORATORY, CUBAN PETE, AND SUPPORT ORGANIZATION QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER THE CODE AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT A PRIVATE FOUNDATION UNDER THE CODE. COLLABORATORY, CUBAN PETE, AND SUPPORT ORGANIZATION DO NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. BASED ON AN EVALUATION OF ITS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. COLLABORATORY, CUBAN PETE, AND SUPPORT ORGANIZATION ARE NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (171 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ANA'S FRIENDS INC
11691 GATEWAY BOULEVARD - SUITE 102	FORT MYERS	FL	33913	592296529	501(C)(3)	$7,000	$0	SPECIFIC PROGRAM
ADOPTABLE GREYTHOUNDS OF FLORIDA INC
2916 WYOLA AVENUE	NORTH PORT	FL	34286	820628205	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
ALL HOUND RESCUE OF FLORIDA INC
2741 SW PALACE AVENUE	PORT ST LUCIE	FL	34987	921353870	501(C)(3)	$45,000	$0	GENERAL OPERATING SUPPORT
ALL HOUNDS ON DECK RESCUE
PO BOX 5021	MONROE	LA	71211	462953764	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)(3)	$25,250	$0	SPECIFIC PROGRAM
ALPHA & OMEGA FREEDOM MINISTRIES INC
102 W CARLTON STREET	WAUCHULA	FL	33873	592735813	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
AMERICAN DIABETES ASSOCIATION
1511 N WESTSHORE BOULEVARD - SUITE	TAMPA	FL	33607	131623888	501(C)(3)	$15,468	$0	SPECIFIC PURPOSE	980
AMERICAN ENDOWMENT FOUNDATION
5700 DARROW ROAD - SUITE 118	HUDSON	OH	44236	341747398	501(C)(3)	$106,812	$0	SPECIFIC PROGRAM
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY OF ANIMALS
424 EAST 92ND STREET	NEW YORK	NY	10128	131623829	501(C)(3)	$5,862	$0	GENERAL OPERATING SUPPORT
AMHERST COLLEGE
PO BOX 5000	AMHERST	MA	01002	042103542	501(C)(3)	$50,000	$0	SPECIFIC PROGRAM
ANIMAL REFUGE CENTER INC
PO BOX 62605	FORT MYERS	FL	33906	650057419	501(C)(3)	$55,513	$0	GENERAL OPERATING SUPPORT
ANIMAL RESCUE OF LABELLE INC
PO BOX 2441	LABELLE	FL	33935	650404638	501(C)(3)	$13,504	$0	GENERAL OPERATING SUPPORT
AVOW HOSPICE INC
1095 WHIPPOORWILL LANE	NAPLES	FL	34105	592201250	501(C)(3)	$5,515	$0	GENERAL OPERATING SUPPORT
BAILEY-MATTHEWS NATIONAL SHELL MUSEUM
3075 SANIBEL-CAPTIVA ROAD	SANIBEL	FL	33957	592775992	501(C)(3)	$35,218	$0	SPECIFIC PROGRAM
BASSET HOUND RESCUE OF GEORGIA INC
PO BOX 1834	FAYETTEVILLE	GA	30214	582187876	501(C)(3)	$10,000	$0	SPECIFIC PROGRAM
BETTER TOGETHER
15275 COLLIER BLVD SUITE 201-284	NAPLES	FL	34119	475591391	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
BIDEAWEE INC
410 E 38TH STREET	NEW YORK	NY	10016	131655210	501(C)(3)	$9,869	$0	GENERAL OPERATING SUPPORT
BLUE RIDGE MOUNTAINS HEALTH PROJECT INC
PO BOX 451	CASHIERS	NC	28717	510509517	501(C)(3)	$10,000	$0	SPECIFIC PROGRAM
BOBBY NICHOLS FIDDLESTICKS FOUNDATION INC
15391 CANONGATE DRIVE	FORT MYERS	FL	33912	043649766	501(C)(3)	$11,200	$0	GENERAL OPERATING SUPPORT
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT	BONITA SPRINGS	FL	34134	473563908	501(C)(3)	$84,557	$0	GENERAL OPERATING SUPPORT
BONITA SPRINGS ASSISTANCE OFFICE INC
PO BOX 16	BONITA SPRINGS	FL	34133	592337909	501(C)(3)	$25,763	$0	GENERAL OPERATING SUPPORT
BONITA WONDER GARDENS INC
27180 OLD 41 ROAD	BONITA SPRINGS	FL	34135	464168846	501(C)(3)	$30,000	$0	SPECIFIC PROGRAM
BOYS & GIRLS CLUBS OF LEE COUNTY INC
PO BOX 62736	FORT MYERS	FL	33906	592013870	501(C)(3)	$7,000	$0	SPECIFIC PROGRAM
BOYS AND GIRLS CLUBS OF POLK COUNTY INC
PO BOX 763	LAKELAND	FL	33802	590171815	501(C)(3)	$6,050	$0	GENERAL OPERATING SUPPORT
BOYS HOPE GIRLS HOPE
101 W ARGONNE DRIVE - 62	ST LOUIS	MO	63122	510182614	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
BRIDGE A LIFE INC
1680 FRUITVILLE ROAD - SUITE 312B	SARASOTA	FL	34236	462391027	501(C)(3)	$30,000	$0	GENERAL OPERATING SUPPORT
BRIDGE TO A CURE FOUNDATION
42881 LAKE BABCOCK DRIVE - SUITE	BABCOCK RANCH	FL	33982	843024608	501(C)(3)	$12,000	$0	GENERAL OPERATING SUPPORT	200
CALOOSA HUMANE SOCIETY INC
PO BOX 2337	LABELLE	FL	33975	650759567	501(C)(3)	$37,318	$0	GENERAL OPERATING SUPPORT
CANDLELIGHTERS OF SOUTHWEST FLORIDA INC
9981 S HEALTHPARK DRIVE	FORT MYERS	FL	33908	593104008	501(C)(3)	$6,421	$0	GENERAL OPERATING SUPPORT
CENTER FOR THE ARTS OF BONITA SPRINGS INC
26100 OLD 41 ROAD	BONITA SPRINGS	FL	34135	650295085	501(C)(3)	$41,126	$0	SPECIFIC PROGRAM
CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC
PO BOX 512876	PUNTA GORDA	FL	33951	592853001	501(C)(3)	$31,462	$0	SPECIFIC PROGRAM
CHILDREN'S ADVOCACY CENTER OF SW FLORIDA INC
3830 EVANS AVENUE	FORT MYERS	FL	33901	650007620	501(C)(3)	$22,126	$0	GENERAL OPERATING SUPPORT
CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH STREET	SHEBOYGAN	WI	53081	391232963	501(C)(3)	$8,000	$0	GENERAL OPERATING SUPPORT
CLINIC FOR THE REHABILITATION OF WILDLIFE INC
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)(3)	$27,938	$0	GENERAL OPERATING SUPPORT
COLLIER COMMUNITY FOUNDATION
1110 PINE RIDGE ROAD SUITE 200	NAPLES	FL	34108	592396243	501(C)(3)	$90,000	$0	SPECIFIC PROGRAM FOR TRANFSER TO FUND "THE AWAKENING FUND"
COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)(3)	$10,558	$0	GENERAL OPERATING SUPPORT
COMMUNITY COOPERATIVE INC
PO BOX 2143	FORT MYERS	FL	33902	592602772	501(C)(3)	$7,474	$0	GENERAL OPERATING SUPPORT
COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC
4 VANDERBILT PARK DRIVE - SUITE 300	ASHEVILLE	NC	28803	561223384	501(C)(3)	$50,000	$0	SPECIFIC PROGRAM
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
PO BOX 1870	MERRIFIELD	VA	22116	131685039	501(C)(3)	$5,862	$0	GENERAL OPERATING SUPPORT
CORNERSTONE CHURCH OF FT MYERS
3220 DR MARTIN LUTHER KING JR	FORT MYERS	FL	33916	591613511	501(C)(3)	$120,559	$0	SPECIFIC PROGRAM	BOULEVARD
COUNCIL ON FOUNDATIONS
PO BOX 715674	PHILADELPHIA	PA	19171	136068327	501(C)(3)	$8,750	$0	GENERAL OPERATING SUPPORT
COVENANT PRESBYTERIAN CHURCH OF FORT MYERS
2439 MCGREGOR BOULEVARD	FORT MYERS	FL	33901	591150677	501(C)(3)	$30,118	$0	GENERAL OPERATING SUPPORT
DIOCESE OF VENICE IN FLORIDA INC
1000 PINEBROOK ROAD	VENICE	FL	34285	271988145	501(C)(3)	$27,000	$0	SPECIFIC PROGRAM
DISABLED ARTISTS FOUNDATION INC
16790 SAN CARLOS BLVD 160-106	FORT MYERS	FL	33908	823893192	501(C)(3)	$15,683	$0	GENERAL OPERATING SUPPORT
DR ARTHUR BOYER FOUNDATION INC
PO BOX 2747	IMMOKALEE	FL	34143	814755244	501(C)(3)	$20,000	$0	SPECIFIC PROGRAM
DROOPY BASSET HOUND RESCUE OF WESTERN PA
15581 STEWART HILL ROAD	UNION CITY	PA	16438	752976428	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
EDISON SAILING CENTER
1420 DEL RIO DRIVE	FORT MYERS	FL	33901	592635134	501(C)(3)	$5,733	$0	GENERAL OPERATING SUPPORT
FEEDING AMERICA
161 NORTH CLARK STREET	CHICAGO	IL	60601	363673599	501(C)(3)	$5,862	$0	GENERAL OPERATING SUPPORT
FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE	NAPLES	FL	34109	440610626	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
FIDELITY CHARITABLE
PO BOX 770001	CINCINNATI	OH	45277	110303001	501(C)(3)	$9,795	$0	SPECIFIC PROGRAM
FINDING HOPE FARM
299 SPRAWLS FARM ROAD	WILLISTON	SC	29853	873106415	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
FIRST PRESBYTERIAN CHURCH
2438 SECOND STREET	FORT MYERS	FL	33901	590823943	501(C)(3)	$5,029	$0	GENERAL OPERATING SUPPORT
FLORIDA ARTS INC
2301 FIRST STREET	FORT MYERS	FL	33901	311536036	501(C)(3)	$70,000	$0	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BOULEVARD S	FORT MYERS	FL	33965	650753801	LEE COUNTY	$88,901	$0	SPECIFIC PROGRAM
FLORIDA GULF COAST UNIVERSITY FOUNDATION INC
10501 FGCU BOULEVARD S	FORT MYERS	FL	33965	650403969	501(C)(3)	$57,218	$0	SPECIFIC PROGRAM
FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC
405 WHITE STREET	DAYTONA BEACH	FL	32114	237377066	501(C)(3)	$6,017	$0	GENERAL OPERATING SUPPORT
FLORIDA REPERTORY THEATRE
PO BOX 2483	FORT MYERS	FL	33902	650827621	501(C)(3)	$25,100	$0	SPECIFIC PROGRAM
FLORIDA SOUTHERN COLLEGE
BUSINESS OFFICE/STUDENT ACCTS 111	LAKELAND	FL	33801	590624401	501(C)(3)	$15,468	$0	SPECIFIC PROGRAM	LAKE HOLLINGSWORTH DRIVE
FLORIDA SOUTHWESTERN STATE COLLEGE
8099 COLLEGE PARKWAY FINANCIAL AID	FORT MYERS	FL	33919	591211051	POLK COUNTY	$75,000	$0	SPECIFIC PROGRAM	OFFICE - TAENI HALL S-220
FORT MYERS BEACH ART ASSOCIATION INC
PO BOX 2359	FORT MYERS BEACH	FL	33932	591004609	501(C)(3)	$66,000	$0	SPECIFIC PROGRAM
FORT MYERS CHRISTIAN CHURCH
5916 WINKLER ROAD	FORT MYERS	FL	33919	596553153	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
FORT MYERS COMMUNITY CONCERT ASSOCIATION INC
PO BOX 606	FORT MYERS	FL	33902	591739068	501(C)(3)	$12,070	$0	GENERAL OPERATING SUPPORT
FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
400 WINDING CREEK BOULEVARD	MECHANICSBURG	PA	17050	231511600	501(C)(3)	$15,000	$0	SPECIFIC PROGRAM
FRIENDS OF THE ABERDEEN ANIMAL SHELTER
PO BOX 784	ABERDEEN	MS	39730	202311301	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
GERMAN METHODIST CHURCH PRESERVATION ASSOCIATION
21063 COUNTY ROAD K	WEST UNITY	OH	43570	205119505	501(C)(3)	$10,588	$0	SPECIFIC PROGRAM
GLADES EDUCATION FOUNDATION INC
PO BOX 443	MOORE HAVEN	FL	33471	463728223	501(C)(3)	$15,000	$0	SPECIFIC PROGRAM
GLOBAL SCHOLARS
PO BOX 12147	OVERLAND PARK	KS	66282	561627401	501(C)(3)	$8,000	$0	GENERAL OPERATING SUPPORT
GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)(3)	$9,846	$0	GENERAL OPERATING SUPPORT
GUADALUPE CENTER INC
509 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)(3)	$21,310	$0	GENERAL OPERATING SUPPORT
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA STREET	FORT MYERS	FL	33916	590806978	501(C)(3)	$49,582	$0	GENERAL OPERATING SUPPORT
GULF COAST SYMPHONY ORCHESTRA INC
PO BOX 60878	FORT MYERS	FL	33906	650666748	501(C)(3)	$30,000	$0	SPECIFIC PROGRAM
HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC
12751 NEW BRITTANY BOULEVARD -	FORT MYERS	FL	33907	592236174	501(C)(3)	$626,845	$0	SPECIFIC PROGRAM	SUITE 100
HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA
3760 FOWLER STREET	FORT MYERS	FL	33901	592332120	501(C)(3)	$43,618	$0	GENERAL OPERATING SUPPORT
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	990261283	501(C)(3)	$6,000	$0	SPECIFIC PROGRAM
HEALTHY START COALITION OF SWFL INC
1921 JEFFERSON AVENUE	FORT MYERS	FL	33901	650378720	501(C)(3)	$60,000	$0	GENERAL OPERATING SUPPORT
HEIGHTS FOUNDATION INC
10320 GLADIOLUS DRIVE	FORT MYERS	FL	33908	237378076	501(C)(3)	$15,374	$0	GENERAL OPERATING SUPPORT
HEIGHTS FOUNDATION INC
15570 HAGIE DRIVE	FORT MYERS	FL	33908	651003872	501(C)(3)	$8,235	$0	GENERAL OPERATING SUPPORT
HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980	LABELLE	FL	33975	596000641	HENDRY COUNTY	$150,000	$0	SPECIFIC PROGRAM
HIGHLANDS CASHIERS HEALTH FOUNDATION
P O BOX 742	HIGHLANDS	NC	28741	561165833	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
HOLY TRINITY HIGH SCHOOL
1443 WEST DIVISION STREET	CHICAGO	IL	60642	362431052	501(C)(3)	$231,200	$0	SPECIFIC PROGRAM
HOPE CLUBHOUSE OF SOUTHWEST FLORIDA INC
3602 BROADWAY	FORT MYERS	FL	33901	300437443	501(C)(3)	$93,277	$0	GENERAL OPERATING SUPPORT
HOPE HOSPICE
9470 HEALTH PARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)(3)	$15,968	$0	SPECIFIC PROGRAM
HOPE HOSPICE AND COMMUNITY SERVICES INC
9470 HEALTH PARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)(3)	$78,397	$0	SPECIFIC PROGRAM
HORSES WITHOUT HUMANS RESCUE
6191 NORTH HIGHWAY 129	BELL	FL	32619	822321776	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
HOUND COMPASSION PROJECT
4 PILGRIM ROAD	WINDHAM	NH	03087	933738757	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
HOUNDS OF PEACEFUL PLACE FOUNDATION
2112 LITTLE AFRICA ROAD	CHESNEE	SC	29323	822997961	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
IMAGINARIUM GROUP INC
2000 CRANFORD AVENUE	FORT MYERS	FL	33916	650226984	501(C)(3)	$40,000	$0	SPECIFIC PROGRAM
JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC
13241 UNIVERSITY DRIVE - SUITE 102	FORT MYERS	FL	33907	650503084	501(C)(3)	$40,252	$0	GENERAL OPERATING SUPPORT
KINDRED HEARTS ANIMAL RESCUE & SANCTUARY INC
11514 S COUNTY ROAD 39	LITHIA	FL	33547	993201638	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
LABELLE DOWNTOWN REVITALIZATION CORPORATION
PO BOX 1844	LABELLE	FL	33975	465655554	501(C)(3)	$12,500	$0	GENERAL OPERATING SUPPORT
LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE
6835 INTERNATIONAL CENTER BOULEVARD	FORT MYERS	FL	33912	202640022	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT	4
LEE COUNTY ALLIANCE OF THE ARTS INC
10091 MCGREGOR BOULEVARD	FORT MYERS	FL	33919	510182649	501(C)(3)	$8,718	$0	SPECIFIC PROGRAM
LEE COUNTY BOARD OF COUNTY COMMISSIONERS
PO BOX 2238	FORT MYERS	FL	33902	596000702	LEE COUNTY	$91,659	$0	GENERAL OPERATING SUPPORT
LEE COUNTY DOMESTIC ANIMAL SERVICES
5600 BANNER DRIVE	FORT MYERS	FL	33912	873106415	LEE COUNTY	$19,738	$0	GENERAL OPERATING SUPPORT
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT	FORT MYERS	FL	33908	592668992	501(C)(3)	$8,908	$0	SPECIFIC PROGRAM
LEE COUNTY LEGAL AID SOCIETY
PO BOX 9205	FORT MYERS	FL	33902	591163686	501(C)(3)	$150,000	$0	SPECIFIC PROGRAM
LEE COUNTY LIBRARY SYSTEM
2201 2ND STREET 400	FORT MYERS	FL	33901	596000702	LEE COUNTY	$6,103	$0	GENERAL OPERATING SUPPORT
LEE HEALTH FOUNDATION
9800 S HEALTHPARK DRIVE - SUITE 405	FORT MYERS	FL	33908	650645343	501(C)(3)	$30,200	$0	SPECIFIC PROGRAM
LEE MEMORIAL HEALTH SYSTEM
9800 HEALTHPARK DRIVE - SUITE 405	FORT MYERS	FL	33908	590714812	501(C)(3)	$15,468	$0	SPECIFIC PROGRAM
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)(3)	$30,558	$0	SPECIFIC PROGRAM
LEGACY FOUNDATION AT SHELL POINT INC
15010 SHELL POINT BOULEVARD	FORT MYERS	FL	33908	800002415	501(C)(3)	$22,285	$0	GENERAL OPERATING SUPPORT
LEHIGH ACRES COMMUNITY SERVICES INC
201 PLAZA DRIVE - SUITE 103	LEHIGH ACRES	FL	33936	591773738	501(C)(3)	$61,998	$0	GENERAL OPERATING SUPPORT
LIBERTY YOUTH RANCH INC
PO BOX 366206	BONITA SPRINGS	FL	34136	383674666	501(C)(3)	$15,000	$0	GENERAL OPERATING SUPPORT
MAKE-A-WISH FOUNDATION OF SOUTHERN FLORIDA INC
3655 BONITA BEACH ROAD - SUITE 3	BONITA SPRINGS	FL	34134	592620322	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
MARANATHA BIBLE AND MISSIONARY CONFERENCE INC
4759 LAKE HARBOR ROAD	NORTON SHORES	MI	49441	381558540	501(C)(3)	$32,000	$0	GENERAL OPERATING SUPPORT
MCGREGOR BAPTIST CHURCH
3750 COLONIAL BOULEVARD	FORT MYERS	FL	33912	592115730	501(C)(3)	$8,000	$0	SPECIFIC PROGRAM
MED CENTER HEALTH FOUNDATION
800 PARK STREET	BOWLING GREEN	KY	42101	611362000	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
MIDWEST FOOD BANK FLORIDA DIVISION
5601 DIVISION DRIVE	FORT MYERS	FL	33905	412120170	501(C)(3)	$49,162	$0	GENERAL OPERATING SUPPORT
MILLCREEK-WEST UNITY HILLTOP HIGH SCHOOL
1401 W JACKSON STREET	WEST UNITY	OH	43570	341388179	WILLIAMS COUNTY	$15,468	$0	SPECIFIC PROGRAM
MOSAIC MINISTRIES OF SOUTH TOLEDO
860 ORCHARD STREET	TOLEDO	OH	43609	341329306	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
NEW HOPE PRESBYTERIAN CHURCH OF SOUTHWEST FLORIDA INC
10051 PLANTATION ROAD	FORT MYERS	FL	33966	262481432	501(C)(3)	$6,407	$0	GENERAL OPERATING SUPPORT
NEW HORIZONS OF SOUTHWEST FLORIDA INC
PO BOX 111833	NAPLES	FL	34108	113678086	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
NORTH NAPLES UNITED METHODIST CHURCH
6000 GOODLETTE FRANK ROAD	N NAPLES	FL	34109	591383829	501(C)(3)	$7,500	$0	GENERAL OPERATING SUPPORT
NORTH SHORE COMMUNITY COLLEGE FOUNDATION
1 FERNCROFT RD - PO BOX 3340	DANVERS	MA	01923	222485476	501(C)(3)	$10,000	$0	SPECIFIC PROGRAM
OBLATES OF ST FRANCIS DE SALES
2200 KENTMERE PARKWAY	WILMINGTON	DE	19806	270255063	501(C)(3)	$50,000	$0	SPECIFIC PROGRAM
OCTAGON WILDLIFE SANCTUARY
41660 HORSESHOE ROAD	PUNTA GORDA	FL	33982	592298305	501(C)(3)	$25,864	$0	GENERAL OPERATING SUPPORT
ORGAN TRANSPLANT RECIPIENTS OF SW FLORIDA INC
1110 NE 2ND PLACE	CAPE CORAL	FL	33909	043634834	501(C)(3)	$10,000	$0	SPECIFIC PROGRAM
OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC
7438 CARRIER ROAD	FORT MYERS	FL	33967	650510103	501(C)(3)	$51,000	$0	GENERAL OPERATING SUPPORT
PACE CENTER FOR GIRLS OF LEE COUNTY
3800 EVANS AVENUE	FORT MYERS	FL	33901	592414492	501(C)(3)	$24,138	$0	GENERAL OPERATING SUPPORT
PARKINSON'S FOUNDATION INC
200 SE 1ST STREET - SUITE 800	MIAMI	FL	33131	131866796	501(C)(3)	$33,771	$0	GENERAL OPERATING SUPPORT
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
501 FRONT STREET	NORFOLK	VA	23510	521218336	501(C)(3)	$5,862	$0	GENERAL OPERATING SUPPORT
PERFORMING ARTS CENTER
PO BOX 296	HIGHLANDS	NC	28741	562155282	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVENUE NW - SUITE	WASHINGTON	DC	20016	521394893	501(C)(3)	$5,862	$0	GENERAL OPERATING SUPPORT	400
REGIS COLLEGE
235 WELLESLEY STREET - WALTERS HALL	WESTON	MA	02493	042104451	501(C)(3)	$72,500	$0	SPECIFIC PROGRAM
RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC
16100 ROSERUSH COURT	FORT MYERS	FL	33908	113704163	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
RVR HORSE RESCUE INC
1710 W STATE ROAD 60	PLANT CITY	FL	33567	451536701	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
RVR HORSE RESCUE INC
PO BOX 1086	LITHIA	FL	33547	451536701	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
SE BEAGLE RESCUE
PO BOX 2363	VALRICO	FL	33595	274534486	501(C)(3)	$15,000	$0	GENERAL OPERATING SUPPORT
SALUSCARE INC
3763 EVANS AVENUE	FORT MYERS	FL	33901	591287693	501(C)(3)	$5,863	$0	GENERAL OPERATING SUPPORT
SALVATION ARMY OF LEE HENDRY AND GLADES COUNTIES
10291 MCGREGOR BOULEVARD	FORT MYERS	FL	33919	580660607	501(C)(3)	$97,071	$0	GENERAL OPERATING SUPPORT
SALVATION ARMY OF PORT CHARLOTTE
2120 LOVELAND BOULEVARD	PORT CHARLOTTE	FL	33980	580660607	501(C)(3)	$6,242	$0	GENERAL OPERATING SUPPORT
SANCAP PAK N SHIP
2422 PALM RIDGE ROAD	SANIBEL	FL	33957	814789086	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
SANIBEL CAPTIVA ISLANDS CHAMBER OF COMMERCE INC
1159 CAUSEWAY ROAD	SANIBEL	FL	33957	591146636	501(C)(3)	$25,000	$0	SPECIFIC PROGRAM
SANIBEL COMMUNITY ASSOCIATION
2173 PERIWINKLE WAY	SANIBEL	FL	33957	591060466	501(C)(3)	$30,000	$0	SPECIFIC PROGRAM
SAVE THE CHIMPS
16891 CAROLE NOON LANE	FORT PIERCE	FL	34945	650789748	501(C)(3)	$5,862	$0	GENERAL OPERATING SUPPORT
SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BOULEVARD	FORT MYERS	FL	33966	592637849	LEE COUNTY	$90,000	$0	GENERAL OPERATING SUPPORT
SENIOR HOUNDSABOUND
3118 WESSEX STREET	ORLANDO	FL	32803	061819585	501(C)(3)	$40,000	$0	GENERAL OPERATING SUPPORT
SEW & SEWS INC
3291 SANCTUARY POINT	FORT MYERS	FL	33905	853538787	501(C)(3)	$8,000	$0	GENERAL OPERATING SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRIVE	TAMPA	FL	33607	362193608	501(C)(3)	$6,241	$0	GENERAL OPERATING SUPPORT
SOUTH FORT MYERS HIGH SCHOOL
14020 PLANTATION ROAD	FORT MYERS	FL	33912	592637849	LEE COUNTY	$10,000	$0	GENERAL OPERATING SUPPORT
SOUTHEASTERN GUIDE DOGS INC
4210 77TH STREET EAST	PALMETTO	FL	34221	592252352	501(C)(3)	$16,442	$0	GENERAL OPERATING SUPPORT
SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
7500 COLLEGE PARKWAY - SUITE 200	FORT MYERS	FL	33907	591350404	501(C)(3)	$8,877	$0	GENERAL OPERATING SUPPORT
ST MARTIN DE PORRES OUTREACH MINISTRIES
PO BOX 50754	FORT MYERS	FL	33994	464001708	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BOULEVARD	FORT MYERS	FL	33901	590973728	501(C)(3)	$33,500	$0	SPECIFIC PROGRAM
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	620646012	501(C)(3)	$17,468	$0	GENERAL OPERATING SUPPORT
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE	FORT MYERS	FL	33901	590774200	501(C)(3)	$10,218	$0	GENERAL OPERATING SUPPORT
ST MATTHEW'S HOUSE INC
2001 AIRPORT ROAD	SOUTH NAPLES	FL	34112	651110501	501(C)(3)	$10,000	$0	SPECIFIC PROGRAM
ST MICHAEL EVANGELICAL LUTHERN CHURCH OF FORT MYERS FLORIDA INC
3595 BROADWAY	FORT MYERS	FL	33901	590791044	501(C)(3)	$5,705	$0	SPECIFIC PROGRAM
ST VINCENT DE PAUL CATHOLIC CHURCH
13031 PALM BEACH BOULEVARD	FORT MYERS	FL	33905	592824352	501(C)(3)	$12,000	$0	SPECIFIC PROGRAM
STEVE RUMMLER HOPE NETWORK
2233 UNIVERSITY AVENUE W - SUITE	ST PAUL	MN	55114	452903444	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT	325
SW FLORIDA COUNCIL BOY SCOUTS OF AMERICA
1801 BOY SCOUT DRIVE	FORT MYERS	FL	33907	591150488	501(C)(3)	$35,783	$0	GENERAL OPERATING SUPPORT
SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET - SUITE 110	FORT MYERS	FL	33901	262302491	501(C)(3)	$51,450	$0	SPECIFIC PROGRAM
SWINGING WITH PURPOSE INC
8891 BRIGHTON LANE - SUITE 103	BONITA SPRINGS	FL	34135	464601044	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
TAC BOOSTER CLUB INC
1050 SOUTH TUTTLE AVENUE - BUILDING	SARASOTA	FL	34232	825196184	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT	3
TEXAS PRISON AND POLICE HORSE RESCUE
100 E FERGUSON - SUITE 1011	TYLER	TX	75702	923019710	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
THE ALLIANCE OF THERAPY DOGS
PO BOX 20227	CHEYENNE	WY	82003	830294479	501(C)(3)	$10,000	$0	SPECIFIC PROGRAM
THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC
PO BOX 1608	FORT MYERS	FL	33902	592637849	501(C)(3)	$12,003	$0	GENERAL OPERATING SUPPORT
TIDEWELL HOSPICE INC
3550 S TAMIAMI TRAIL	SARASOTA	FL	34239	591911861	501(C)(3)	$6,242	$0	SPECIFIC PROGRAM
TRAILWAYS CAMP
3502 HARBOR COURT	FORT MYERS	FL	33908	882818905	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARD	STATEN ISLAND	NY	10306	020554654	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
UNCOMMON FRIENDS FOUNDATION INC
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)(3)	$9,578	$0	GENERAL OPERATING SUPPORT
UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIES
7273 CONCOURSE DRIVE	FORT MYERS	FL	33908	591005169	501(C)(3)	$314,672	$0	SPECIFIC PROGRAM
UNITY IN DISASTERS
10810 BOYETTE ROAD - 1871	RIVERVIEW	FL	33568	263440190	501(C)(3)	$55,000	$0	SPECIFIC PROGRAM
UNIVERSITY OF CINCINNATI
STUDENT ACCOUNTS OFFICE - PO BOX	CINCINNATI	OH	45221	316000989	HAMILTON COUNTY	$15,468	$0	SPECIFIC PURPOSE	210140
UNIVERSITY OF FLORIDA
1885 STADIUM ROAD -ROOM 2114	GAINESVILLE	FL	32611	596002052	ALACHUA COUNTY	$15,000	$0	SPECIFIC PROGRAM
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425	GAINESVILLE	FL	32604	590974739	501(C)(3)	$102,500	$0	SPECIFIC PROGRAM
UPAYA ZEN CENTER
1404 CERRO GORDO ROAD	SANTA FE	NM	87501	850402649	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
WAITE HIGH SCHOOL
301 MORRISON STREET	TOLEDO	OH	43605		LUCAS COUNTY	$15,463	$0	SPECIFIC PURPOSE
YELLOW DOGZ LLC
4164 WEST GULF DRIVE	SANIBEL	FL	33957	261180967		$75,000	$0	GENERAL OPERATING SUPPORT
YOUNG LIFE OF LEE COUNTY
5264 CLAYTON COURT - SUITE 5	FORT MYERS	FL	33907	840385934	501(C)(3)	$10,203	$0	SPECIFIC PROGRAM
ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC
7401 WINKLER ROAD	FORT MYERS	FL	33919	596473920	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	170	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ACADEMIC SCHOLARSHIPS	GrantTypeTxt
Recipient	279	RecipientCnt
Cash Grant	$1,242,270	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM COLLABORATORY IS REQUIRED TO SUBMIT AN ANNUAL REPORT OF PROGRESS, IMPACT, AND LESSONS LEARNED AT THE END OF A CALENDAR YEAR. WHEN A GRANT IS AWARDED, A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE(S) DESCRIBED IN THE PROPOSAL THAT THE GRANTEE ORGANIZATION HAD SUBMITTED TO COLLABORATORY.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TERRY MAZANY
CHIEF COLLABORATION OFFICER	$194,712	$0	$0	$0	$0	$0	$5,885	$0	$1,029	$0	$201,626	$0	$0	$0
MARINA NASSIF
CFO	$139,769	$0	$0	$0	$0	$0	$5,775	$0	$12,603	$0	$158,147	$0	$0	$0
TESSA LESAGE
CHIEF IMPACT OFFICER	$168,423	$0	$0	$0	$0	$0	$6,937	$0	$12,915	$0	$188,275	$0	$0	$0
JONATHON ROMINE
CHIEF OPERATIONS OFFICER	$159,577	$0	$0	$0	$0	$0	$6,575	$0	$11,702	$0	$177,854	$0	$0	$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	19	ContributionCnt
Noncash Contributions Rpt F990	$3,129,357	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFERS	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE COLLABORATORY'S INVESTMENT PORTFOLIO. DONATED PROPERTY IS MARKETED AND SOLD BY A PROFESSIONAL REALTOR.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLLABORATORY WILL CATALYZE AND COORDINATE MASSIVE, INCLUSIVE, GRASSROOTS EFFORTS CONNECTED WITH CIVIC LEADERS ALIGNING POLICIES AND SYSTEMS SUPPORTING GREATER EQUITY AND OPPORTUNITY. USING ITS ICONIC PHYSICAL SETTING, THE RENOVATED HISTORIC ATLANTIC COAST LINE RAILROAD DEPOT IN FORT MYERS, FLORIDA AND UNLIMITED VIRTUAL SPACE FOR ENGAGEMENT, COLLABORATORY BRINGS TOGETHER ALL RESIDENTS TO DEVELOP A SHARED VISION AND COMMON GOALS FOR A BETTER FUTURE FOR ALL WHO CALL OUR REGION HOME.
FORM 990, PART VI, SECTION A, LINE 4	THE ORGANIZATION AMENDED ITS BYLAWS IN SEPTEMBER OF 2023 FOR THE FOLLOWING: -TO UPDATE THE DUTIES OF CERTAIN OFFICERS, SUCH AS, THE CHAIR OF THE BOARD WILL NOW HOLD THE POSITION OF CHAIR OF THE GOVERNANCE AND NOMINATING COMMITTEE AS OPPOSED TO THE VICE-CHAIR SERVING THIS ROLE. THE VICE-CHAIR WILL NOW SERVE AS THE CHAIR OF THE FINANCE COMMITTEE. -THE CEO EVALUATION AND COMPENSATION COMMITTEE PROTOCOLS AND REPORTING STRUCTURES WERE AMENDED TO BE FURTHER SPECIFIED, DETAILING HOW THE EXECUTIVE COMPENSATION SHOULD BE ALIGNED WITH BEST PRACTICES AND HOW THESE DETERMINATIONS ARE DOCUMENTED.
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS TO REVIEW THE FORM 990 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM 990 IN DETAIL WITH COLLABORATORY'S AUDIT COMMITTEE, PRESIDENT & CEO AND CFO. AFTER THE AUDIT COMMITTEE'S REVIEW AND APPROVAL, A FINAL COPY IS SENT TO THE BOARD PRIOR TO AN UPCOMING BOARD MEETING. AFTER THE BOARD'S REVIEW, DISCUSSION AND APPROVAL, THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ENFORCEMENT OF CONFLICTS POLICY ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS FOR TOP OFFICIALS THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS' SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA. COMPENSATION PROCESS FOR OFFICERS: THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS' SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION.
FORM 990, PART VI, SECTION C, LINE 19	COLLABORATORY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH COLLABORATORY'S WEBSITE AT WWW.COLLABORATORY.ORG.
PART VII, LINE 1 AND LINE 6, OFFICERS' TITLES	TERRY MAZANY - CHIEF COLLABORATION OFFICER (THROUGH 7/21/23) JOSEPH BRAUN - CHIEF PHILANTHROPY OFFICER (AS OF 5/19/24)
FORM 990, PART IX, LINE 11G	OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 1,754,496. MANAGEMENT AND GENERAL EXPENSES 674,365. FUNDRAISING EXPENSES 180,810. TOTAL EXPENSES 2,609,671.
FORM 990, PART XI, LINE 9:	CHANGES IN SPLIT INTEREST AGREEMENT & REMAINDER INTEREST -7,585,168.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BONITA SPRINGS COMMUNITY FOUNDATION LLC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	274342648	INACTIVE	FL	COLLABORATORY
COMMUNITY FOUNDATION OF SANIBEL-CAPTIVA LLC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	274343844	INACTIVE	FL	COLLABORATORY
WOMEN'S LEGACY FUND LLC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	274967919	INACTIVE	FL	COLLABORATORY
WOMEN'S LEGACY FUND OF SOUTHWEST FLORIDA LLC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	274968412	INACTIVE	FL	COLLABORATORY
GOOD NEIGHBOR COMMUNITY FOUNDATION OF SANIBEL-CAPTIVA LLC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	274343158	INACTIVE	FL	COLLABORATORY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	300958830	SUPPORT ORGANIZATION	FL	501(C)(3)	LINE 12A, I	N/A	0
PEDRO (CUBAN PETE) AGUILAR AND BARBARA CRADDOCK ENDOWMENT INC
2031 JACKSON ST STE 100	FORT MYERS	FL	33901	843583084	SUPPORT ORGANIZATION	FL	501(C)(3)	LINE 12A, I	N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	Yes (1)	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd