2023-02-13T13:33:49-05:00 2022-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191082 990 2021-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 SARAH OWEN PRESIDENT / CEO 2392745900 2022-12-15 true SARAH OWEN 999009999 PATTI R HARDIN P00371840 2399392233 2022-12-21 2021 2023-03-07 01:45:13Z COLLABORATORY SARAH OWEN 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 35513940 false X WWW.COLLABORATORY.ORG X 1976 FL 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. COLL 18 18 29 273 -36319 7891415 6089215 0 9888711 10108978 18939 360731 17799065 16558924 6682943 6454652 0 1450003 2181900 0 774568 3095904 2773051 11228850 11409603 6570215 5149321 181291713 150939743 23869254 22233148 157422459 128706595 X 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. COLL false false 6851292 4708209 2686329 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. 1639706 1129232 1315230 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. 365469 251691 557413 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 530754 365520 1525244 OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS IMPLEMENTED NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: CREATING COLLABORATORY - THE FOUNDATION CHANGED ITS NAME AND IDENTITY TO COLLABORATORY, BUILDING ON A DECADE LONG PURSUIT OF CREATING MEANINGFUL CHANGE IN SOUTHWEST FLORIDA. SERVING THE FIVE COUNTIES OF SOUTHWEST FLORIDA THAT RANGE FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION BUILDS ON A DECADE OF TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS DIVERSE COMMUNITIES AND CAUSES. UNDER THE BANNER OF COLLABORATORY THE FOUNDATION IS COORDINATING THE SOLVING OF OUR REGION'S SOCIAL ISSUES TO CREATE CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND VIBRANT COMMUNITY WITH PROSPERITY BROADLY SHARED. THIS WORK IS HEADQUARTERED IN THE ICONIC SETTING OF THE LEED RATED RENOVATION OF THE HISTORIC TRAIN DEPOT CREATED THROUGH A PUBLIC PRIVATE PARTNERSHIP. SUPPORTING THE REGION'S NON-PROFITS THROUGH THE COVID PANDEMIC - THROUGHOUT THE PANDEMIC COLLABORATORY DEDICATED TIME AND RESOURCES TO SUPPORTING THE NONPROFIT COMMUNITY AS IT RESPONDED TO THE IMPACT OF COVID ON THEIR ORGANIZATIONS AND THOSE THEY SERVE. COLLABORATORY FOLLOWED THE COUNCIL ON FOUNDATIONS PLEDGE TO LIFT GRANT RESTRICTIONS ON GRANT RECIPIENTS TO ALLOW ORGANIZATIONS TO DIRECT FUNDING TO THE GREATEST NEED, LED FUNDRAISING EFFORTS TO GENERATE ADDITIONAL FUNDING, CREATED SURVEYS TO IDENTIFY NONPROFITS GREATEST ORGANIZATIONAL NEEDS DURING THE PANDEMIC AND CREATED PROGRAMS AND SUPPORT SYSTEMS TO ASSIST IN BUILDING RESILIENCE. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - COLLABORATORY BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT REACHES BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. COLLABORATORY ENGAGES STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION - COLLABORATORY HAS SUPPORTED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55% OF WORKING AGE ADULTS - A TARGET BASED ON THE NEEDS OF A THRIVING ECONOMY IN SOUTHWEST FLORIDA. DURING ITS NOW 8-YEAR EVOLUTION, NEW PROJECTS ARE CONTINUOUSLY INCUBATED BY FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH A DEDICATED FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION INITIATIVE HAS EXPANDED TO ENCOMPASS ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATE SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - REFLECTING A BROADER SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 10 YEARS, COLLABORATORY HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE COLLABORATORY OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. ALIGNED WITH ITS APPROACH TO COALITION BUILDING, COLLABORATORY IS EXPLORING WAYS TO INFORM AND ENGAGE DONORS SEEKING GREATER IMPACT THROUGH STRATEGIC PHILANTHROPY. BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP - COLLABORATORY IS ENGAGING LEADERS ACROSS SECTORS TO DEVELOP NEW APPROACHES TO LEADERSHIP BASED ON THE PRINCIPLES AND PRACTICES OF COLLABORATION. THIS INCLUDES WORKING CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY EXPERTS IN A VARIETY OF FIELDS. COLLABORATORY HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. COLLABORATORY FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM LEADERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. 530754 365520 1525244 9387221 true true false false false true false true false true true false false true true true false true false false false false false false false false false true true true false false false false false false false false true false false false true true false false false true 43 0 true 29 true true true false false false false true true false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false FL X X X SARAH OWEN 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 DENNIE HAMILTON CHAIR 3.00 X X 0 0 0 AYSEGUL TIMUR VICE CHAIR 3.00 X X 0 0 0 GAIL MARKHAM SEC / TREAS 3.00 X X 0 0 0 ROBBIE ROEPSTORFF IMMEDIATE PA 3.00 X X 0 0 0 MALIKE ADIGUN TRUSTEE 3.00 X 0 0 0 ANDREW COUSE TRUSTEE 3.00 X 0 0 0 CAROLYN CONANT TRUSTEE 3.00 X 0 0 0 CHAUNCEY GOSS TRUSTEE 3.00 X 0 0 0 DALE REISS TRUSTEE 3.00 X 0 0 0 FRED MOON TRUSTEE 3.00 X 0 0 0 GARY GRIFFIN TRUSTEE 3.00 X 0 0 0 HARRISON S KNIGHT TRUSTEE 3.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 3.00 X 0 0 0 INDERA DEMINE TRUSTEE 3.00 X 0 0 0 JUAN BENDECK TRUSTEE 3.00 X 0 0 0 JULIE BEN-SUSAN TRUSTEE 3.00 X 0 0 0 MARY BETH CRAWFORD TRUSTEE 3.00 X 0 0 0 SALLY JACKSON TRUSTEE 3.00 X 0 0 0 SARAH OWEN PRESIDENT / 55.00 6.00 X X 312273 0 41808 RONALD E PENN CFO 50.00 6.00 X 111301 0 6119 423574 47927 2 false true false ADVERTISING FOR HUMANITY 7 CENTRAL STREET TOPSFIELD MA 01983 CONSULTING/MKTG 667568 STELLAR TECHNOLOGY SOLUTIONS LLC PO BOX 825441 PHILADELPHIA PA 19182 TECHNOLOGY SVCS 110707 2 200255 5888960 817894 6089215 2301800 2301800 71894 98944 -27050 -27050 -36319 9269 19668162 6995088 18856072 812090 6995088 7807178 7807178 MISCELLANEOUS INCOME 387781 387781 387781 16558924 387781 -36319 10118247 5294320 5294320 1160332 1160332 485085 257095 140674 87316 1382445 732696 400909 248840 26565 14079 7704 4782 160827 85239 46640 28948 126978 67298 36824 22856 2690 1426 780 484 55325 29322 16044 9959 321444 170365 93219 57860 302707 160435 87785 54487 125285 66401 36333 22551 264311 126431 85075 52805 355800 178305 109518 67977 14872 7882 4313 2677 31898 16906 9250 5742 290032 138734 93354 57944 50724 24264 16326 10134 96348 46087 31012 19249 PROJECTS 750845 750845 MISCELLANEOUS 41361 21973 11925 7463 DUES & SUBSCRIPTIONS 37165 19697 10778 6690 RELATIONSHIPS 32244 17089 9351 5804 11409603 9387221 1247814 774568 3412790 3057448 16537 227985 6891392 7189223 57823 66391 11868323 1510347 10805360 10357976 125441783 102443270 34666028 27597450 181291713 150939743 472999 270332 2500200 1892900 16800000 16800000 4096055 3269916 23869254 22233148 X 122405601 100269842 35016858 28436753 157422459 128706595 181291713 150939743 X 5149321 -26360500 -7504685 X false true X true false X 8960544 5450502 7932816 5726649 6089215 34159726 8960544 5450502 7932816 5726649 6089215 34159726 4795795 29363931 1854332 1808711 2449564 1875842 2356988 10345437 44505163 5067901 0.65980 0.65210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149 2 1994030 9676 2983427 10000 23585585 94272 true true 164525 X X ARTIST RECOGNITION PROG false 105685518 4717097 -14741961 6603438 1723921 87333295 83243086 4445960 24315206 4799644 1519090 105685518 85437134 5089339 55320 5573311 1765396 83243086 74684227 13434585 2934966 4461907 1154737 85437134 68804966 7039696 4478462 4443436 1195461 74684227 0.98470 0.01530 false false 10901234 984287 9916947 799682 526060 273622 167407 167407 10357976 DEFERRED GIFTS REC - CRTS / CLTS 24217997 CONTRIBUTIONS RECEIVABLE 2421880 DEFERRED GIFTS REC - CGAS 549139 LIFE INSURANCE - REMAINDER INTEREST 256691 OTHER ASSETS 151743 27597450 FUNDS HELD AS AGENCY ACCOUNTS 2420807 CHARITABLE REMAINDER TR OBLIGATIONS 544521 ANNUITY OBLIGATIONS 304588 3269916 X -17224534 -26360500 -6738939 -33099439 15874905 311843 372176 684019 16558924 11491330 658916 658916 10832414 311843 265346 577189 11409603 SCHEDULE D, PAGE 2, PART V, LINE 4 TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY. SCHEDULE D, PAGE 3, PART X BASED ON AN EVALUATION OF COLLABORATORY'S 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES ALLOCATED TO RENTAL REVENUE 98,944 INVESTMENT RETURN TO CUBAN PETE -161,385 AGENCY ADMIN FEES 63,791 AGENCY CONTRIBUTIONS, NET 34,236 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS -6,779,525 CONTRIBUTION FOR CUBAN PETE 5,000 SCHEDULE D, PAGE 4, PART XI, LINE 4B FEES FOR SERVICES FROM CUBAN PETE 30,000 FEES FOR SERVICES FROM SUPPORT ORG 17,372 AGENCY FUND INVESTMENT INCOME 324,804 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES ALLOCATED TO RENTAL REVENUE 98,944 EXPENSES ALLOCATED TO CUBAN PETE 32,557 EXPENSES ALLOCATED TO SUPPORT ORG 527,415 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES ALLOCATED TO AGENCY FD 9,601 AGENCY FUND GRANTS 91,745 RENT EXPENSE TO SUPPORT ORG 164,000 true ALPHA & OMEGA FREEDOM MINISTRIES 102 WCARLTON STREET WAUCHULA FL 33873 592735813 501(C) 20000 GEN OP SUPPORT AMERICAN FOUNDATION FOR SUICIDE PRE 25 HAM ROAD NAHUNTA GA 31553 501(C) 10000 GEN OP SUPPORT AMERICAN HEART ASSOC SWFL 9200 ESTERO PARK COMMONS BLV 7 ESTERO FL 33928 135613797 501(C) 11570 SPECIFIC PROGRAM AMERC SOC FOR PREVENT OF CRUELTY 424 EAST 92ND STREET NEW YORK NY 101286804 131623829 501(C) 5800 GEN OP SUPPORT AMHERST COLLAGE PO BOX 5000 AMHERST MA 010025000 042103542 501(C) 50000 SPECIFIC PROGRAM ANIMAL REFUGE CENTERINC 18011 OLD BAYSHORE ROAD NORTH FORT MYERS FL 33917 650057419 501(C) 419441 GEN OP/SPEC PGM /CAP ANIMAL RESCUE OF LABELLEINC POBOX 2441 LABELLE FL 33935 650404638 501(C) 6456 GEN OP SUPPORT BAILEY-MATTHEWS SHELL MUSEUM 3075 SANIBEL-CAPTIVA RD SANIBEL FL 33957 592775992 501(C) 9922 GEN OP / SPEC PRGM BATTLE CREEK COMMUNITY FOUNDATION 32 W MICHIGAN AVENUE SUITE 1 BATTLE CREEK MI 49017 382045459 501(C) 9500 SPECIFIC PROGRAM BAY CHAMBER CONCERTSINC POBOX 599 ROCKPORT ME 04856 016023519 501(C) 25000 GEN OP SUPPORT BIDEAWEE INC 410 E 38TH ST NEW YORK NY 10016 131655210 501(C) 9583 GEN OP SUPPORT BLESSING IN A BACKPACKINC POBOX 61402 FORT MYRES FL 33906 261964620 501(C) 9000 GEN OP SUPP/SPE PROG BOBBY HOLLOWAY 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COLLEGE FD 8099 COLLEGE PARKWAY FORT MYERS FL 33919 596173638 501(C) 7000 GEN OP/SPEC PRGM FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVENUE TALLAHASSEE FL 32301 596152180 501(C) 10000 SPECIFIC PROGRAM FORT MYERS COMMUNITY CONCERT ASSOC PO BOX 606 FORT MYERS FL 33902 591739068 501(C) 11950 GEN OP SUPPORT FORT MYRES TECHNICAL COLLEGE 3800 MICHIGAN AVE FORT MYRES FL 33916 501(C) 23140 SPECIFIC PROGRAM FOUNDATION PENNSYLVANIA MEDICAL SOC 400 WINDING CREEK BOULEVARD MECHANICSBURG PA 170501885 237378076 501(C) 7500 SPECIFIC PROGRAM FRIENDS OF LOVERS KEY 8700 ESTERO BLVD FORT MYERS BEACH FL 33908 650770374 501(C) 102599 SPECIFIC PROGRAM GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 14929 GEN OP SUPP/SPE PROG GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C) 16000 GEN OP SUPPORT GOODWILL INDUSTRIES OF SOUTHWEST FL 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C) 75838 GEN OP SUPP/SPE PROG GRACE LUTHERAN CHURCH 860 BANYAN BOULEVARD NAPLES FL 34102 596217292 501(C) 10000 GEN OP SUPPORT GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 11604 GEN OP SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 37168 GEN OP SUPP/SPE PROG HABITAT FOR HUMANITY LEE & HENDRY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 111405 GEN OP / SPEC PRGM HARRY CHAPIN FOOD BANK OF SWFL 3760 FOWLER STREET FORT MYERS FL 33901 592332120 501(C) 73935 GEN OP / SPEC PRGM HENDRY COUNTY SCHOOL DISTRICT POBOX 1980 LABELLE FL 33975 596000641 501(C) 19140 SPECIFIC PROGRAM HISPANIC AMERICAN CITIZEN COUNCIL POBOX 1060 FORT MYRES FL 33902 453199990 501(C) 56454 SPECIFIC PROGRAM HOLY TRINITY HIGH SCHOOL 1443 WEST DIVISION STREET CHICAGO IL 60642 501(C) 60000 SPECIFIC PROGRAM HOPE CLUBHOUSE OF SW FLINC 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501(C) 75151 GEN OP SUPPORT HOPE HOSPICE & COMMITY SERV INC 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 57537 GEN OP SUPP/SPE PROG IMMOKALEE TECHNICAL COLLAGE 508 N9TH STREET IMMOKALEE FL 34142 501(C) 33749 SPECIFIC PROGRAM IRON GAIT PERCHERONS IN 114 HANCOCK MOUNTAIN TRAIL WALESKA GA 30183 451733782 501(C) 15000 GEN OP SUPPORT JUNIOR ACHIEVEMENT OF SWFL INC 13241 UNIVERSITY DRIVE SUITE 102 FORT MYERS FL 33907 650503084 501(C) 15849 GEN OP SUPPORT LABELLE FREE PUBLIC LIBRARY INC 461 N MAIN STREET LABELLE FL 33935 596158142 501(C) 15000 GEN OP SUPPORT LARC INC 2570 HANSON STREET FORT MYERS FL 33901 590968911 501(C) 26000 SPECIFIC PROGRAM LEE BLDG IND ASSOC BUILDER CARE 6835 INTERNATIONAL CENTER BLVD4 FORT MYERS FL 33912 202640022 501(C) 17000 GEN OP SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 6664 GEN OP / SPE PRGM LEE COUNTY DOMESTIC ANIMAL SVCS 5600 BANNER DRIVE FORT MYERS FL 33912 501(C) 19166 GEN OP SUPPORT LEE COUNTY JEWISH FEDERATION INC 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 7892 GEN OP SUPORT LEE HEALTH FOUNDATION 9800 SOUTH HEALTH PARK DRSUITE 405 FORT MYRES FL 33908 650645343 501(C) 250000 SPECIFIC PROGRAM LEE MEMORIAL HEALTH SYSTEM FOUNDAT PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 25379 GEN OP / SPEC PRGM LEGACY FOUNDATION AT SHELL POINT 15010 SHELL POINT BOULEVARD FORT MYERS FL 33908 800002415 501(C) 29774 GEN OP SUP/SPE PGRAM LEHIGH COMMUNITY SERVICES INC 201 PLAZA DR SUITE 103 LEHIGH ACRES FL 33936 591773738 501(C) 60216 GEN OP SUPPORT LIBERTY YOUTH RANCH INC PO BOX 366206 BONITA SPRINGS FL 34136 383674666 501(C) 10000 GEN OP SUPPORT LORENZO WALKER TECHNICAL COLLEGE 3702 ESTEY AVENUE NAPLES FL 34104 501(C) 19140 SPECIFIC PROGRAM MAKE-A-WISH FOUND OF SOUTHERN FL 3655 BONITA BEACH ROAD SUITE 3 BONITA SPRINGS FL 34134 592620322 501(C) 17000 GEN OP SUPPORT MAQUOKETA VALLEY DOLLARS FOR SCHOLA POBOX 62 DELHI IA 52223 465193481 501(C) 18000 SPECIFIC PROGRAM MARANTHA BIBLE AND MISSIONARY CONF 4759 LAKE HARBOR ROAD NORTON SHORES MI 49441 381558540 501(C) 18000 GEN OP SUPPORT MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C) 13608 GEN OP SUPPORT MED CENTER HEALTH FOUNDATION 8000 PARK STREET BOWLING GREEN MA 02114 611362000 501(C) 10000 GEN OP SUPPORT MISC GRANTS 5000 AND UNDER 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 501(C) 563786 GEN OP / SPEC PRGM MISSION EURASIA POBOX 496 WHEATON IL 60187 351835273 501(C) 10000 GEN OP SUPPORT MUSEUM OF NJ MARITIME HISTORY INC 528 DOCK ROAD BEACH HAVEN NJ 08008 760730192 501(C) 50000 GEN OP SUPPORT NEW HORIZONS OF SWFLINC POBOX 111833 NAPLES FL 34108 113678086 501(C) 5500 GEN OP SUP/SPE PGRAM NORTH NAPLES UNITED METHODIST CHURC 6000 GOODLETTE FRANK ROAD N NAPLES FL 34109 591383829 501(C) 6000 GEN OP SUPPORT OBLATES OF ST FRANCIS DESALES 2200 KENTMERE PARKWAY WILMINGTON DE 19806 270255063 501(C) 25000 SPECIFIC PROGRAM OCTAGON WILDLIFE SANCTUARY 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 591383829 501(C) 10159 GEN OP SUPPORT ORGAN TRANSPLANT RECIPIENTS 1110 NE 2ND PLACE CAPE CORAL FL 33912 043634834 501(C) 20000 GEN OP SUPPORT OUR MOTHER'S HOME OF SWFL INC 7438 CARRIER ROAD FORT MYRES FL 33912 650510103 501(C) 14250 CAPIT CNTR/GE OP SUP PACE CENTER FOR GIRLS OF LEE COUNTY 3800 EVANS AVENUE FORT MYRES FL 33912 650510103 501(C) 26804 GEN OP SUP/CAP CONTR PARKINSON'S FOUNDATION INC 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 131866796 501(C) 32793 GEN OP SUPPORT PEOPLE FOR ETHICAL TREATMENT ANIMA 501 FRONT STREET NORFOLK VA 235101009 521394893 501(C) 5800 GEN OP SUPPORT PHYSICIANS' COMMIT FOR RESPONMEDIC 5100 WISCONSIN AVE NWSUITE 400 WASHINGTON DC 200164131 521394893 501(C) 5800 GE OP SUPPORT PROTECTED HARBORINC POBOX 771441 NAPLES FL 341071441 043612539 501(C) 45164 GEN OP SUP/SPE PGRAM PURDUE FOUNDATION POBOX 772401 DETROIT MI 482772401 351052049 501(C) 117614 SPECIFIC PROGRAM QUALITY LIFE CENTER OF SW FL INC PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 17140 GEN OP SUPPORT RED CROSS AMERICA POBOX 1290 BOONE IA 500370839 530196605 501(C) 7000 SPECIFIC PROGRAM RELAY FOR LIFE PO BOX 2688 LABELLE FL 33975 131788491 501(C) 15000 GEN OP SUPPORT RONALD MCDONALD HOUSE CHAR OF SW FL 16100 ROSERUSH COURT FORT MYERS FL 33908 113704163 501(C) 17000 GEN OP SUPPORT ROYAL PALM SAILING CLUBINC 1420 DEL RIO DRIVE FORT MYRES FL 33901 592635134 501(C) 15000 SPECIFIC PROGRAM SALUSCARE INC 3763 EVANS AVENUE FORT MYERS FL 33901 591287693 501(C) 5693 GEN OP SUPPORT SALVATION ARMY OF LEE HENDRY & GLA 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 25649 GEN OP SUP/SPE PGRAM SALVATION ARMY OF PORT CHARLOTTE 2120 LOVELAND BOULEVARD PORT CHARLOTTE FL 33980 580660607 501(C) 7107 GEN OP SUPPORT SAVE THE CHIMPS 16891 CAROLE NOON LANE FORT PIERCE FL 34945 650789748 501(C) 5800 GEN OP SUPPORT SCHOOL DISTRICT OF LEE COUNTY 2855 COLONIAL BOULEVARD FORT MYRES FL 33966 501(C) 30000 SPECIFIC PROGRAM SEND INTERNATIONAL POBOX 513 FARMINGTON MI 48332 410713904 501(C) 20000 GEN OP SUPPORT SENIOR HOUNDSABOUND 31180 WESSEX STREET ORLANDO FL 32803 061819585 501(C) 15000 GEN OP SUPPORT SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 362193608 501(C) 10060 GEN OP SUPPORT SOUTH FORT MYRES HIGH SCHOOL 14020 PLANTATION ROAD FORT MYRES FL 33912 501(C) 10000 SPECIFIC PROGRAM SWFL COMMUNITY PRAYER BREAKFAST 5571 HALIFAX AVE FORT MYRES FL 33912 871458084 501(C) 61678 GEN OP SUPPORT SOUTHWEST FLORIDA SYMPHONY 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33919 591350404 501(C) 8644 GEN OP/ SPEC PRGM ST MARTIN DE PORRES OUTREACH MINIS POBOX 5011 MCGREGOR BOULEVARD FORT MYRES FL 33994 464001708 501(C) 10000 GEN OP SUPPORT ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C) 22000 GEN OP / SPEC PRGM ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 590774200 501(C) 9922 GEN OP SUPPORT ST VINCENT DE PAUL CATHOLIC CHURCH 13031 PALM BEACH BOULEVARD FORT MYERS FL 33905 592824352 501(C) 12000 SPECIFIC PROGRAM STEVE RUMMLER HOPE NETWORK 2233 UNIVERSITY AVE W STE 325 ST PAUL MN 55114 452903444 501(C) 26000 GEN OP SUPPORT SWFL CHILDREN'S CHARITIES INC 2031 JACKSON STREET SUITE 110 FORT MYERS FL 33901 262302491 501(C) 31800 SPECIFIC PROGRAM SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 339072114 591150488 501(C) 35748 GEN OP SUP/ SPE PGRM THE FNDN FOR LEE PUBLIC SCHOOLSINC POBOX 1608 FORT MYRES FL 33902 591005169 501(C) 29794 GEN OP SUP/SPE PRGRM TIDEWELL HOSPICE INC 5955 RAND BOULEVARD SARASOTA FL 34238 591911861 501(C) 7107 GEN OP SUPPORT UNCOMMON FRIENDS FOUNDATIONINC PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 9675 GEN OP SUPPORT UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 379502 GEN OP SUP/SPE PGRAM UPAYA ZEN CENTER 1404 CERRO GORDO RD SANTA FE NM 87501 850402649 501(C) 25000 GEN OP SUPPORT VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 22200 GEN OP / SPEC PRGM YOUTH HAVEN INC 5867 WHITAKER ROAD NAPLES FL 341122963 237065187 501(C) 16000 GEN OP SUP/ SP PGRAM ZION LUTHERAN CHURCH SOUTH FORT MYR 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C) 20000 GEN OP SUPPORT 192 ACADEMIC SCHOLARSHIPS 153 1160332 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. 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 THE FOUNDATION. X X X X false false false false false false false false false SARAH OWEN PRESIDENT / CEO 305000 7273 25863 15945 354081 X 19 817894 FMV ON DATE OF TRANSFER false true true SCHEDULE M, PAGE 1, PART I, LINE 32B DONATED SECURITIES ARE FORWARDED TO THE COLLABORATORY'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE COLLABORATORY'S INVESTMENT PORTFOLIO. FORM 990 - ORGANIZATION'S 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, PAGE 2, PART III, LINE 4D OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS IMPLEMENTED NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: CREATING COLLABORATORY - THE FOUNDATION CHANGED ITS NAME AND IDENTITY TO COLLABORATORY, BUILDING ON A DECADE LONG PURSUIT OF CREATING MEANINGFUL CHANGE IN SOUTHWEST FLORIDA. SERVING THE FIVE COUNTIES OF SOUTHWEST FLORIDA THAT RANGE FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION BUILDS ON A DECADE OF TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS DIVERSE COMMUNITIES AND CAUSES. UNDER THE BANNER OF COLLABORATORY THE FOUNDATION IS COORDINATING THE SOLVING OF OUR REGION'S SOCIAL ISSUES TO CREATE CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND VIBRANT COMMUNITY WITH PROSPERITY BROADLY SHARED. THIS WORK IS HEADQUARTERED IN THE ICONIC SETTING OF THE LEED RATED RENOVATION OF THE HISTORIC TRAIN DEPOT CREATED THROUGH A PUBLIC PRIVATE PARTNERSHIP. SUPPORTING THE REGION'S NON-PROFITS THROUGH THE COVID PANDEMIC - THROUGHOUT THE PANDEMIC COLLABORATORY DEDICATED TIME AND RESOURCES TO SUPPORTING THE NONPROFIT COMMUNITY AS IT RESPONDED TO THE IMPACT OF COVID ON THEIR ORGANIZATIONS AND THOSE THEY SERVE. COLLABORATORY FOLLOWED THE COUNCIL ON FOUNDATIONS PLEDGE TO LIFT GRANT RESTRICTIONS ON GRANT RECIPIENTS TO ALLOW ORGANIZATIONS TO DIRECT FUNDING TO THE GREATEST NEED, LED FUNDRAISING EFFORTS TO GENERATE ADDITIONAL FUNDING, CREATED SURVEYS TO IDENTIFY NONPROFITS GREATEST ORGANIZATIONAL NEEDS DURING THE PANDEMIC AND CREATED PROGRAMS AND SUPPORT SYSTEMS TO ASSIST IN BUILDING RESILIENCE. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - COLLABORATORY BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT REACHES BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. COLLABORATORY ENGAGES STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION - COLLABORATORY HAS SUPPORTED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55% OF WORKING AGE ADULTS - A TARGET BASED ON THE NEEDS OF A THRIVING ECONOMY IN SOUTHWEST FLORIDA. DURING ITS NOW 8-YEAR EVOLUTION, NEW PROJECTS ARE CONTINUOUSLY INCUBATED BY FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH A DEDICATED FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION INITIATIVE HAS EXPANDED TO ENCOMPASS ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATE SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - REFLECTING A BROADER SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 10 YEARS, COLLABORATORY HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE COLLABORATORY OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. ALIGNED WITH ITS APPROACH TO COALITION BUILDING, COLLABORATORY IS EXPLORING WAYS TO INFORM AND ENGAGE DONORS SEEKING GREATER IMPACT THROUGH STRATEGIC PHILANTHROPY. BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP - COLLABORATORY IS ENGAGING LEADERS ACROSS SECTORS TO DEVELOP NEW APPROACHES TO LEADERSHIP BASED ON THE PRINCIPLES AND PRACTICES OF COLLABORATION. THIS INCLUDES WORKING CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY EXPERTS IN A VARIETY OF FIELDS. COLLABORATORY HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. COLLABORATORY FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM LEADERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES. FORM 990, PAGE 6, PART VI, LINE 11B AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED. FORM 990, PAGE 6, PART VI, LINE 15A 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. FORM 990, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.COLLABORATORY.ORG AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR/CANDID. FORM 990, PART XI, LINE 9 EXPENSES ALLOCATED TO RENTAL REVENUE 98,944 INVESTMENT RETURN TO CUBAN PETE -161,385 AGENCY ADMIN FEES 63,791 AGENCY CONTRIBUTIONS, NET 34,236 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS -6,779,525 CONTRIBUTION FOR CUBAN PETE 5,000 FEES FOR SERVICES FROM CUBAN PETE -30,000 FEES FOR SERVICES FROM SUPPORT ORG -17,372 AGENCY FUND INVESTMENT INCOME -324,804 EXPENSES ALLOCATED TO RENTAL REVENUE -98,944 EXPENSES ALLOCATED TO CUBAN PETE -32,557 EXPENSES ALLOCATED TO SUPPORT ORG -527,415 INVESTMENT FEES ALLOCATED TO AGENCY FD 9,601 AGENCY FUND GRANTS 91,745 RENT EXPENSE TO SUPPORT ORG 164,000 TOTAL -7,504,685 BONITA SPRINGS COMMUNITY FD LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274342648 INACTIVE FL NA COMMUNITY FD OF SANIBEL-CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343844 INACTIVE FL NA WOMENS LEGACY FUND LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274967919 INACTIVE FL NA WOMENS LEGACY FUND OF SWFL LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274968412 INACTIVE FL NA GOOD NEIGHBOR COMM FD OF SANIBEL- CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343158 INACTIVE FL NA SWFLCF SUPPORT ORGANIZATION INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 300958830 SUP ORG FL 501C3 12A N/A false PEDRO CUBAN PETE ENDOWMENT INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 843583084 SUP ORG FL 501C3 12A N/A false false false false false false false false false false false true true false false false false false false false SWFLCF SUPPORT ORGANIZATION INC L 17372 ACTUAL COST SWFLCF SUPPORT ORGANIZATION INC K 164000 RENT - COMPARABLE VALUE PEDRO (CUBAN PETE) ENDOWMENT INC L 30000 ACTUAL COST