SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2022
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- Organization
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-08
- IRS object ID
- 202313129349302811
- Schema version
- 2022v5.0
- 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 | 2023-11-08T12:32:43-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAWN | PersonFirstNm |
| Person Last | BELAMARICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $53,432,004 | 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 | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 273 | TotalVolunteersCnt |
| Total Gross UBI | -$471,127 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,089,215 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,771,646 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,108,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,013,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | $360,731 | PYOtherRevenueAmt |
| CY Other Revenue | $806,965 | CYOtherRevenueAmt |
| PY Total Revenue | $16,558,924 | PYTotalRevenueAmt |
| CY Total Revenue | $21,592,217 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,454,652 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,312,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,181,900 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,701,462 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,150,102 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,773,051 | PYOtherExpensesAmt |
| CY Other Expenses | $3,687,995 | CYOtherExpensesAmt |
| PY Total Expenses | $11,409,603 | PYTotalExpensesAmt |
| CY Total Expenses | $16,701,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,149,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,890,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $150,939,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,037,731 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,233,148 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,343,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $128,706,595 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,693,885 | 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 | $5,873,729 | ExpenseAmt |
| Grant | $4,235,124 | GrantAmt |
| Revenue | $897,943 | RevenueAmt |
| 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 | $1,508,184 | ExpenseAmt |
| Grant | $1,139,859 | GrantAmt |
| Revenue | $79,542 | RevenueAmt |
| 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 | $1,475,844 | ExpenseAmt |
| Grant | $1,115,416 | GrantAmt |
| Revenue | $300,607 | RevenueAmt |
| 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 | $4,904,699 | ExpenseAmt |
| Grant | $3,821,751 | 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 | $4,904,699 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,821,751 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,762,456 | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | MARINA NASSIF | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|
| SARAH OWEN | |||||||
| PRESIDENT/CEO | 55.00 | 6.00 | Yes (X) | Yes (X) | $350,413 | $0 | $38,639 |
| AYSEGUL TIMUR | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GAIL MARKHAM | |||||||
| VICE CHAIR AND SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBBIE ROEPSTORFF | |||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | 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 | ||
| GARY GRIFFIN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRISON S KNIGHT | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGH KINSEY JR | |||||||
| 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 | ||
| MALIKE ADIGUN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH CRAWFORD | |||||||
| 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 | ||
| SHONTRA POWELL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW COUSE | |||||||
| TRUSTEE (THRU 4/2023) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN CONANT | |||||||
| TRUSTEE (THRU 6/2023) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY MAZANY | |||||||
| CHIEF COLLABORATION OFFICER | 50.00 | 2.00 | Yes (X) | $231,750 | $0 | $8,262 | |
| MARINA NASSIF | |||||||
| CFO | 50.00 | 7.00 | Yes (X) | $104,657 | $0 | $15,373 | |
| RONALD E PENN | |||||||
| CFO (THRU 7/2022) | 50.00 | 6.00 | Yes (X) | $68,164 | $0 | $4,217 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $754,984 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,491 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 | $351,726 |
| RIVET BRANDS | |||||
| 42911 LAKE BABCOCK DR STE 200 | BABCOCK RANCH | FL | 33982 | MARKETING & COMMUNICATION | $113,303 |
| HOPEFUL IMAGES | |||||
| 2031 JACKSON ST STE 160 | FORT MYERS | FL | 33901 | PHOTOJOURNALISM & STORY TELLING | $101,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $408,447 | GovernmentGrantsAmt |
| All Other Contributions | $18,363,199 | AllOtherContributionsAmt |
| Noncash Contributions | $2,060,082 | NoncashContributionsAmt |
| Total Contributions | $18,771,646 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,588,050 | TotalRevenueColumnAmt |
| Exclusion | $2,588,050 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,462 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $560,589 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$471,127 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$471,127 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$471,127 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,704,754 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,279,198 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$574,444 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$574,444 | TotalRevenueColumnAmt |
| Exclusion | -$574,444 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REIMBURSEMENT INCOME | 900999 | $705,943 | $705,943 |
| MISCELLANEOUS INCOME | 900099 | $572,149 | $572,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,278,092 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,592,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,278,092 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$471,127 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,013,606 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,172,291 | TotalAmt |
| Program Services | $9,172,291 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,859 | TotalAmt |
| Program Services | $1,139,859 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,061 | TotalAmt |
| Program Services | $406,653 | ProgramServicesAmt |
| Management And General | $210,857 | ManagementAndGeneralAmt |
| Fundraising | $135,551 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,618,677 | TotalAmt |
| Program Services | $874,085 | ProgramServicesAmt |
| Management And General | $453,230 | ManagementAndGeneralAmt |
| Fundraising | $291,362 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,396 | TotalAmt |
| Program Services | $7,234 | ProgramServicesAmt |
| Management And General | $3,751 | ManagementAndGeneralAmt |
| Fundraising | $2,411 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,721 | TotalAmt |
| Program Services | $105,689 | ProgramServicesAmt |
| Management And General | $54,802 | ManagementAndGeneralAmt |
| Fundraising | $35,230 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,607 | TotalAmt |
| Program Services | $65,128 | ProgramServicesAmt |
| Management And General | $33,770 | ManagementAndGeneralAmt |
| Fundraising | $21,709 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,524 | TotalAmt |
| Program Services | $13,243 | ProgramServicesAmt |
| Management And General | $6,867 | ManagementAndGeneralAmt |
| Fundraising | $4,414 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,010 | TotalAmt |
| Program Services | $29,705 | ProgramServicesAmt |
| Management And General | $15,403 | ManagementAndGeneralAmt |
| Fundraising | $9,902 | 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 | $318,601 | TotalAmt |
| Program Services | $172,045 | ProgramServicesAmt |
| Management And General | $89,208 | ManagementAndGeneralAmt |
| Fundraising | $57,348 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,832 | TotalAmt |
| Program Services | $432,989 | ProgramServicesAmt |
| Management And General | $174,513 | ManagementAndGeneralAmt |
| Fundraising | $144,330 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,185 | TotalAmt |
| Program Services | $84,880 | ProgramServicesAmt |
| Management And General | $44,012 | ManagementAndGeneralAmt |
| Fundraising | $28,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,574 | TotalAmt |
| Program Services | $150,430 | ProgramServicesAmt |
| Management And General | $78,001 | ManagementAndGeneralAmt |
| Fundraising | $50,143 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,000 | TotalAmt |
| Program Services | $113,400 | ProgramServicesAmt |
| Management And General | $58,800 | ManagementAndGeneralAmt |
| Fundraising | $37,800 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,990 | TotalAmt |
| Program Services | $8,635 | ProgramServicesAmt |
| Management And General | $4,477 | ManagementAndGeneralAmt |
| Fundraising | $2,878 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,537 | TotalAmt |
| Program Services | $26,750 | ProgramServicesAmt |
| Management And General | $13,870 | ManagementAndGeneralAmt |
| Fundraising | $8,917 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,343 | TotalAmt |
| Program Services | $86,045 | ProgramServicesAmt |
| Management And General | $44,616 | ManagementAndGeneralAmt |
| Fundraising | $28,682 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,246 | TotalAmt |
| Program Services | $14,713 | ProgramServicesAmt |
| Management And General | $7,629 | ManagementAndGeneralAmt |
| Fundraising | $4,904 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,756 | TotalAmt |
| Program Services | $63,048 | ProgramServicesAmt |
| Management And General | $32,692 | ManagementAndGeneralAmt |
| Fundraising | $21,016 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $860,385 | $464,608 | $240,908 | $154,869 |
| DONOR RELATIONS | $51,360 | $27,734 | $14,381 | $9,245 |
| DUES & SUBSCRIPTIONS | $43,237 | $23,348 | $12,106 | $7,783 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,415 | TotalAmt |
| Program Services | $279,944 | ProgramServicesAmt |
| Management And General | $145,156 | ManagementAndGeneralAmt |
| Fundraising | $93,315 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,701,607 | TotalAmt |
| Program Services | $13,762,456 | ProgramServicesAmt |
| Management And General | $1,789,049 | ManagementAndGeneralAmt |
| Fundraising | $1,150,102 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,057,448 | BOYAmt |
| EOY | $3,527,252 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,692,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,985 | BOYAmt |
| EOY | $466,724 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,189,223 | BOYAmt |
| EOY | $7,711,376 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,391 | BOYAmt |
| EOY | $119,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,160,430 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,831 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,357,976 | BOYAmt |
| EOY | $1,946,599 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,443,270 | BOYAmt |
| EOY | $115,689,011 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,597,450 | BOYAmt |
| EOY | $27,884,588 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,939,743 | BOYAmt |
| EOY | $159,037,731 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,332 | BOYAmt |
| EOY | $315,318 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,900 | BOYAmt |
| EOY | $2,087,269 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $414,358 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,807 | BOYAmt |
| EOY | $2,639,537 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,800,000 | BOYAmt |
| EOY | $7,300,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,109 | BOYAmt |
| EOY | $1,587,364 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,233,148 | BOYAmt |
| EOY | $14,343,846 | 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 | $100,269,842 | BOYAmt |
| EOY | $91,779,210 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,436,753 | BOYAmt |
| EOY | $36,260,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,706,595 | BOYAmt |
| EOY | $144,693,885 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,939,743 | BOYAmt |
| EOY | $159,037,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,890,610 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,042,120 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$666,717 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,721,277 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,041,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,052,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,891,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,089,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,771,646 | CurrentTaxYearAmt |
| Total | $59,845,934 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,041,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,052,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,891,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,089,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,771,646 | CurrentTaxYearAmt |
| Total | $59,845,934 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,930,947 | SubstantialContributorsTotAmt |
| Public Support Total170 | $46,914,987 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,808,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,449,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,875,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,356,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,588,050 | CurrentTaxYearAmt |
| Total | $11,079,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,925,089 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,683,912 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65980 | 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 | 138 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 3 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,822,729 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $7,913 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $3,642,967 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $150 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $24,084,704 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $99,873 | 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 | $164,525 | 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 | $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 | $99,677,467 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,684,227 | BeginningYearBalanceAmt |
| Contributions | $13,434,585 | ContributionsAmt |
| Investment Earnings Or Losses | $2,934,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,461,907 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,154,737 | AdministrativeExpensesAmt |
| End Year Balance | $85,437,134 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02200 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,016,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $189,759 | DepreciationAmt |
| Book Value | $827,228 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $173,418 | OtherCostOrOtherBasisAmt |
| Book Value | $173,418 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $805,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $165,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,072 | DepreciationAmt |
| Book Value | $945,953 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,946,599 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS AND REMAINDER | $27,707,823 |
| OTHER ASSETS | $176,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,884,588 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,587,364 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,587,364 | 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 (152 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 |
|---|---|---|---|---|---|---|---|---|---|
| AFFORDABLE HOMEOWNERSHIP FOUNDATION INC | |||||||||
| 5264 CLAYTON CT | FORT MYERS | FL | 33907 | 651046928 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| ALL HOUND RESCUE OF FLORIDA INC | |||||||||
| 2741 SW PALACE AVE | PORT ST LUCIE | FL | 34987 | 921353870 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | |
| ALPHA & OMEGA FREEDOM MINISTRIES INC | |||||||||
| 102 W CARLTON ST | WAUCHULA | FL | 33873 | 592735813 | 501(C)(3) | $30,000 | $0 | GENERAL OPERATING SUPPORT | |
| ALVIN A DUBIN ALZHEIMER'S RESOURCE CENTER INC | |||||||||
| 12685 NEW BRITTANY BLVD | FORT MYERS | FL | 33907 | 650580633 | 501(C)(3) | $8,718 | $0 | GENERAL OPERATING SUPPORT | |
| AMERICAN NATIONAL RED CROSS | |||||||||
| 7051 CYPRESS TCE STE 110 | FORT MYERS | FL | 33907 | 530196605 | 501(C)(3) | $52,000 | $0 | SPECIFIC PROGRAM | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY OF ANIMALS | |||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | 131623829 | 501(C)(3) | $6,076 | $0 | GENERAL OPERATING SUPPORT | |
| AMI KIDS SOUTHWEST FLORIDA INC | |||||||||
| 1190 MAIN ST | FORT MYERS BEACH | FL | 33931 | 593052865 | 501(C)(3) | $693,846 | $0 | SPECIFIC PROGRAM | |
| ANIMAL REFUGE CENTER INC | |||||||||
| PO BOX 62605 | FORT MYERS | FL | 33906 | 650057419 | 501(C)(3) | $39,422 | $0 | GENERAL OPERATING SUPPORT | |
| ANIMAL RESCUE OF LABELLE INC | |||||||||
| PO BOX 2441 | LABELLE | FL | 33935 | 650404638 | 501(C)(3) | $18,199 | $0 | GENERAL OPERATING SUPPORT | |
| BAGS BASSET RESCUE | |||||||||
| 3555 ANDERSON AVE | MINERVA | OH | 44657 | 460555417 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | |
| BAILEY-MATTHEWS NATIONAL SHELL MUSEUM | |||||||||
| 3075 SANIBEL-CAPTIVA RD | SANIBEL | FL | 33957 | 592775992 | 501(C)(3) | $10,270 | $0 | GENERAL OPERATING SUPPORT | |
| BASSET HOUND RESCUE OF GEORGIA INC | |||||||||
| PO BOX 1834 | FAYETTEVILLE | GA | 30214 | 582187876 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| BHCA FOUNDATION INC | |||||||||
| 44W985 IL RTE 72 | HAMPSHIRE | IL | 60140 | 270698340 | 501(C)(3) | $10,000 | $0 | SPECIFIC PROGRAM | |
| BIDEAWEE INC | |||||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | 131655210 | 501(C)(3) | $9,919 | $0 | GENERAL OPERATING SUPPORT | |
| BLESSINGS IN A BACKPACK INC | |||||||||
| PO BOX 61402 | FORT MYERS | FL | 33906 | 261964620 | 501(C)(3) | $7,718 | $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 DR | FORT MYERS | FL | 33912 | 043649766 | 501(C)(3) | $19,000 | $0 | GENERAL OPERATING SUPPORT | |
| BONITA BAY HURRICANE RELIEF FUND INC | |||||||||
| 26348 AUGUSTA CREEK CT | BONITA SPRINGS | FL | 34134 | 822904142 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| BONITA BAY VETERANS COUNCIL | |||||||||
| 3330 RIVERPARK CT | BONITA SPRINGS | FL | 34134 | 473563908 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| BONITA SPRINGS ASSISTANCE OFFICE INC | |||||||||
| PO BOX 16 | BONITA SPRINGS | FL | 34133 | 592337909 | 501(C)(3) | $10,794 | $0 | GENERAL OPERATING SUPPORT | |
| BONITA SPRINGS HISTORICAL SOCIETY INC | |||||||||
| PO BOX 3015 | BONITA SPRINGS | FL | 34133 | 592482932 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| BOYS & GIRLS CLUBS OF LEE COUNTY INC | |||||||||
| PO BOX 62736 | FORT MYERS | FL | 33906 | 592013870 | 501(C)(3) | $50,000 | $0 | SPECIFIC PROGRAM | |
| BOYS AND GIRLS CLUBS OF POLK COUNTY INC | |||||||||
| PO BOX 763 | LAKELAND | FL | 33802 | 590171815 | 501(C)(3) | $6,256 | $0 | GENERAL OPERATING SUPPORT | |
| BOYS HOPE GIRLS HOPE | |||||||||
| 101 W ARGONNE DR STE 62 | ST LOUIS | MO | 63122 | 510182614 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT | |
| BRIDGE A LIFE INC | |||||||||
| 1680 FRUITVILLE RD STE 312B | SARASOTA | FL | 34236 | 462391027 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | |
| BRIDGE TO A CURE FOUNDATION | |||||||||
| 2031 JACKSON ST STE 160 | FORT MYERS | FL | 33901 | 843024608 | 501(C)(3) | $22,000 | $0 | GENERAL OPERATING SUPPORT | |
| BRIGHT COMMUNITY TRUST INC | |||||||||
| 11923 OAK TRAIL WY STE 111 | PORT RICHEY | FL | 34668 | 262352365 | 501(C)(3) | $170,000 | $0 | SPECIFIC PROGRAM | |
| CALOOSA HUMANE SOCIETY INC | |||||||||
| PO BOX 2337 | LA BELLE | FL | 33975 | 650759567 | 501(C)(3) | $36,772 | $0 | GENERAL OPERATING SUPPORT | |
| CANTERBURY SCHOOL CORPORATION | |||||||||
| 8141 COLLEGE PKWY | FORT MYERS | FL | 33919 | 591058089 | 501(C)(3) | $12,363 | $0 | GENERAL OPERATING SUPPORT | |
| CAPE CORAL ANIMAL SHELTER | |||||||||
| 325 SW 2ND AVE | CAPE CORAL | FL | 33991 | 813632884 | 501(C)(3) | $50,000 | $0 | SPECIFIC PROGRAM | |
| CAPE CORAL TECHNICAL COLLEGE | |||||||||
| 360 SANTA BARBARA BLVD N | CAPE CORAL | FL | 33993 | 592637849 | 501(C)(3) | $40,000 | $0 | SPECIFIC PROGRAM | |
| CHARLOTTE COMMUNITY FOUNDATION INC | |||||||||
| 227 SULLIVAN ST | PUNTA GORDA | FL | 33950 | 650455319 | 501(C)(3) | $50,867 | $0 | SPECIFIC PROGRAM | |
| CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC | |||||||||
| PO BOX 512876 | PUNTA GORDA | FL | 33951 | 592853001 | 501(C)(3) | $31,641 | $0 | SPECIFIC PROGRAM | |
| CHRIST LUTHERAN CHURCH | |||||||||
| 3816 S 12TH ST | SHEBOYGAN | WI | 53081 | 391232963 | 501(C)(3) | $8,000 | $0 | GENERAL OPERATING SUPPORT | |
| CHURCH OF THE RESURRECTION | |||||||||
| 8121 CYPRESS LAKE DR | FORT MYERS | FL | 33919 | 591539056 | GOV | $6,811 | $0 | GENERAL OPERATING SUPPORT | |
| CITY OF FORT MYERS | |||||||||
| PO BOX 340 | FORT MYERS | FL | 33902 | GOV | $57,000 | $0 | SPECIFIC PROGRAM | ||
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||||
| PO BOX 150 | SANIBEL | FL | 33957 | 237271040 | 501(C)(3) | $14,090 | $0 | GENERAL OPERATING SUPPORT | |
| COMMUNITIES REACHING OUT INC | |||||||||
| 908 N GOLF DR | HOLLYWOOD | FL | 33021 | 651242772 | 501(C)(3) | $10,612 | $0 | GENERAL OPERATING SUPPORT | |
| COMMUNITY COOPERATIVE INC | |||||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | 592602772 | 501(C)(3) | $84,941 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | |||||||||
| 1110 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | 592396243 | 501(C)(3) | $52,067 | $0 | SPECIFIC PROGRAM | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC | |||||||||
| 4 VANDERBILT PARK DR STE 300 | ASHEVILLE | NC | 28803 | 561223384 | 501(C)(3) | $25,000 | $0 | SPECIFIC PROGRAM | |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||||
| 1495 SMITH PRESERVE WY | NAPLES | FL | 34102 | 591157084 | 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) | $6,076 | $0 | GENERAL OPERATING SUPPORT | |
| COUNCIL ON FOUNDATIONS | |||||||||
| 1255 23RD ST NW STE 200 | WASHINGTON | DC | 20037 | 136068327 | 501(C)(3) | $8,750 | $0 | GENERAL OPERATING SUPPORT | |
| COVENANT PRESBYTERIAN CHURCH OF FORT MYERS | |||||||||
| 2439 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 591150677 | 501(C)(3) | $9,547 | $0 | GENERAL OPERATING SUPPORT | |
| DIOCESE OF VENICE IN FLORIDA INC | |||||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | 271988145 | 501(C)(3) | $22,500 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| DISABLED ARTISTS FOUNDATION INC | |||||||||
| 16790 SAN CARLOS BLVD STE 160-106 | FORT MYERS | FL | 33908 | 823893192 | 501(C)(3) | $50,000 | $0 | SPECIFIC PROGRAM | |
| EARTH SHINE INSTITUTE INC | |||||||||
| 6774 WIDMER RD | SHAWNEE | KS | 66216 | 320042299 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT | |
| EDISON SAILING CENTER | |||||||||
| 1420 DEL RIO DR | FORT MYERS | FL | 33901 | 592635134 | 501(C)(3) | $17,762 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| FEED THY NEIGHBOR INC | |||||||||
| 7070 IMMOKALEE RD | NAPLES | FL | 34119 | 852523136 | 501(C)(3) | $50,000 | $0 | SPECIFIC PROGRAM | |
| FEEDING AMERICA | |||||||||
| 161 NORTH CLARK ST | CHICAGO | IL | 60601 | 363673599 | 501(C)(3) | $6,076 | $0 | GENERAL OPERATING SUPPORT | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||
| 3000 ORANGE BLOSSOM DR | NAPLES | FL | 34109 | 440610626 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 2438 2ND ST | FORT MYERS | FL | 33901 | 590823943 | 501(C)(3) | $7,621 | $0 | GENERAL OPERATING SUPPORT | |
| FLORIDA CENTER FOR GOVERNMENT ACCOUNTABILITY | |||||||||
| PO BOX 2723 | SARASOTA | FL | 34230 | 862135203 | 501(C)(3) | $10,000 | $0 | SPECIFIC PROGRAM | |
| FLORIDA CHAMBER OF COMMERCE FOUNDATION INC | |||||||||
| 136 S BRONOUGH ST | TALLAHASSEE | FL | 32301 | 596209605 | 501(C)(3) | $50,000 | $0 | SPECIFIC PROGRAM | |
| FLORIDA GULF COAST UNIVERSITY | |||||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | GOV | $226,924 | $0 | SPECIFIC PROGRAM | |
| FLORIDA GULF COAST UNIVERSITY FOUNDATION INC | |||||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C)(3) | $32,770 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC | |||||||||
| 405 WHITE ST | DAYTONA BEACH | FL | 32114 | 237377066 | 501(C)(3) | $6,047 | $0 | GENERAL OPERATING SUPPORT | |
| FLORIDA REPERTORY THEATRE | |||||||||
| PO BOX 2483 | FORT MYERS | FL | 33902 | 650827621 | 501(C)(3) | $10,045 | $0 | GENERAL OPERATING SUPPORT | |
| FLORIDA SOUTHWESTERN STATE COLLEGE | |||||||||
| 8099 COLLEGE PKWY | FORT MYERS | FL | 33919 | 596173638 | 501(C)(3) | $229,000 | $0 | SPECIFIC PROGRAM | |
| FOREST PARK COVENANT CHURCH | |||||||||
| 3815 HENRY ST | MUSKEGON | MI | 49441 | 381415399 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | |
| FORT MYERS COMMUNITY CONCERT ASSOCIATION INC | |||||||||
| PO BOX 606 | FORT MYERS | FL | 33902 | 591739068 | 501(C)(3) | $12,453 | $0 | GENERAL OPERATING SUPPORT | |
| FORT MYERS TECHNICAL COLLEGE | |||||||||
| 3800 MICHIGAN AVE | FORT MYERS | FL | 33916 | 596000701 | GOV | $60,000 | $0 | SPECIFIC PROGRAM | |
| FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY | |||||||||
| 400 WINDING CREEK BLVD | MECHANICSBURG | PA | 17050 | 231511600 | 501(C)(3) | $7,500 | $0 | SPECIFIC PROGRAM | |
| GLADIOLUS FOOD PANTRY | |||||||||
| 10511 GLADIOLUS DR | FORT MYERS | FL | 33908 | 471788033 | 501(C)(3) | $5,218 | $0 | GENERAL OPERATING SUPPORT | |
| GLADIOLUS LEARNING AND DEVELOPMENT CENTER INC | |||||||||
| 10320 GLADIOLUS DR | FORT MYERS | FL | 33908 | 237378076 | 501(C)(3) | $15,452 | $0 | GENERAL OPERATING SUPPORT | |
| GLOBAL SCHOLARS | |||||||||
| PO BOX 12147 | OVERLAND PARK | KS | 66282 | 561627401 | 501(C)(3) | $8,000 | $0 | GENERAL OPERATING SUPPORT | |
| GOLDEN PAWS ASSISTANCE DOGS | |||||||||
| 3645 GATEWAY LN | NAPLES | FL | 34109 | 273385763 | 501(C)(3) | $100,000 | $0 | SPECIFIC PROGRAM | |
| GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC | |||||||||
| 5100 TICE ST | FORT MYERS | FL | 33905 | 596196141 | 501(C)(3) | $73,379 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| GUADALUPE CENTER INC | |||||||||
| 509 HOPE CIR | IMMOKALEE | FL | 34142 | 592617151 | 501(C)(3) | $8,487 | $0 | GENERAL OPERATING SUPPORT | |
| GULF COAST HUMANE SOCIETY INC | |||||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | 590806978 | 501(C)(3) | $93,720 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC | |||||||||
| 12751 NEW BRITTANY BLVD STE 100 | FORT MYERS | FL | 33907 | 592236174 | 501(C)(3) | $123,771 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA | |||||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | 592332120 | 501(C)(3) | $45,169 | $0 | GENERAL OPERATING SUPPORT | |
| HEALING STITCHES | |||||||||
| 1621 N TAMIAMI TRAIL STE 4 | NORTH FORT MYERS | FL | 33903 | 472565110 | 501(C)(3) | $35,000 | $0 | SPECIFIC PROGRAM | |
| HEARTS & HOMES FOR VETERANS INC | |||||||||
| 2230 ALICIA ST | FORT MYERS | FL | 33901 | 462570640 | 501(C)(3) | $66,000 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| HEIGHTS FOUNDATION INC | |||||||||
| 15570 HAGIE DR | FORT MYERS | FL | 33908 | 651003872 | 501(C)(3) | $14,861 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| HENDRY COUNTY ECONOMIC DEVELOPMENT COUNCIL | |||||||||
| PO BOX 2518 | LABELLE | FL | 33975 | 650783834 | 501(C)(3) | $10,000 | $0 | SPECIFIC PROGRAM | |
| HIGHLANDS CASHIERS HEALTH FOUNDATION | |||||||||
| PO BOX 742 | HIGHLANDS | NC | 28741 | 561165833 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| HOLIDAY 4 HEROES CORPORATION | |||||||||
| 3990 WHOLESALE CT STE 2 | NORTH FORT MYERS | FL | 33991 | 820985860 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| HOLY TRINITY HIGH SCHOOL | |||||||||
| 1443 W DIVISION ST | CHICAGO | IL | 60642 | 362431052 | 501(C)(3) | $193,800 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| HOME BASE | |||||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $20,000 | $0 | SPECIFIC PROGRAM | |
| HOPE CLUBHOUSE OF SOUTHWEST FLORIDA INC | |||||||||
| 3602 BROADWAY | FORT MYERS | FL | 33901 | 300437443 | 501(C)(3) | $56,384 | $0 | GENERAL OPERATING SUPPORT | |
| HOPE HOSPICE AND COMMUNITY SERVICES INC | |||||||||
| 9470 HEALTH PARK CIR | FORT MYERS | FL | 33908 | 592128697 | 501(C)(3) | $83,828 | $0 | GENERAL OPERATING SUPPORT | |
| HORSE PROTECTION ASSOCIATION OF FLORIDA INC | |||||||||
| 20690 NW 130 AVE | MICANOPY | FL | 32667 | 650191969 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| HORSES WITHOUT HUMANS RESCUE | |||||||||
| 6191 N HIGHWAY 129 | BELL | FL | 32619 | 822321776 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | |
| INTERFAITH CHARITIES OF SOUTH LEE INC | |||||||||
| 17592 ROCKEFELLER CIR | FORT MYERS | FL | 33967 | 650362473 | 501(C)(3) | $103,635 | $0 | SPECIFIC PROGRAM | |
| IRON GAIT PERCHERONS DRAFT HORSE RESCUE & SANCTUARY | |||||||||
| 114 HANCOCK MOUNTAIN TRAIL | WALESKA | GA | 30183 | 451733782 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING SUPPORT | |
| JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCOAST | |||||||||
| 2688 FRUITVILLE RD | SARASOTA | FL | 34237 | 592693318 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| JOHN F MURPHY POST 303 AMERICAN LEGION INC | |||||||||
| 27678 IMPERIAL SHORES BLVD | BONITA SPRINGS | FL | 34134 | 591789095 | 501(C)(3) | $10,000 | $0 | SPECIFIC PROGRAM | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC | |||||||||
| 13241 UNIVERSITY DR STE 102 | FORT MYERS | FL | 33907 | 650503084 | 501(C)(3) | $30,764 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| LA BELLE FREE PUBLIC LIBRARY INC | |||||||||
| 461 N MAIN ST | LABELLE | FL | 33935 | 596158142 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | |
| LABELLE DOWNTOWN REVITALIZATION CORPORATION | |||||||||
| PO BOX 1844 | LABELLE | FL | 33975 | 465655554 | 501(C)(3) | $15,000 | $0 | GENERAL OPERATING SUPPORT | |
| LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE | |||||||||
| 6835 INTERNATIONAL CENTER BLVD STE | FORT MYERS | FL | 33912 | 202640022 | 501(C)(3) | $17,500 | $0 | GENERAL OPERATING SUPPORT | 4 |
| LEE COUNTY ALLIANCE OF THE ARTS INC | |||||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 510182649 | 501(C)(3) | $48,630 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| LEE COUNTY DOMESTIC ANIMAL SERVICES | |||||||||
| 5600 BANNER DR | FORT MYERS | FL | 33912 | GOV | $119,838 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | ||
| LEE COUNTY JEWISH FEDERATION INC | |||||||||
| 9701 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | 592668992 | 501(C)(3) | $7,961 | $0 | GENERAL OPERATING SUPPORT | |
| LEE COUNTY LIBRARY SYSTEM | |||||||||
| 2201 2ND ST STE 400 | FORT MYERS | FL | 33901 | GOV | $9,326 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PURPOSE | ||
| LEE HEALTH FOUNDATION | |||||||||
| 9800 S HEALTHPARK DR STE 405 | FORT MYERS | FL | 33908 | 650645343 | 501(C)(3) | $170,500 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | |||||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | 650645343 | 501(C)(3) | $11,520 | $0 | GENERAL OPERATING SUPPORT | |
| LEGACY FOUNDATION AT SHELL POINT INC | |||||||||
| 15010 SHELL POINT BLVD | FORT MYERS | FL | 33908 | 800002415 | 501(C)(3) | $25,960 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| LEHIGH ACRES COMMUNITY SERVICES INC | |||||||||
| 201 PLAZA DR STE 103 | LEHIGH ACRES | FL | 33936 | 591773738 | 501(C)(3) | $62,318 | $0 | GENERAL OPERATING SUPPORT | |
| LIBERTY YOUTH RANCH INC | |||||||||
| PO BOX 366206 | BONITA SPRINGS | FL | 34136 | 383674666 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| MAKE-A-WISH FOUNDATION OF SOUTHERN FLORIDA INC | |||||||||
| 3655 BONITA BEACH RD STE 3 | BONITA SPRINGS | FL | 34134 | 592620322 | 501(C)(3) | $17,500 | $0 | GENERAL OPERATING SUPPORT | |
| MARANATHA BIBLE AND MISSIONARY CONFERENCE INC | |||||||||
| 4759 LAKE HARBOR RD | NORTON SHORES | MI | 49441 | 381558540 | 501(C)(3) | $58,000 | $0 | SPECIFIC PROGRAM | |
| MISSION EURASIA | |||||||||
| PO BOX 496 | WHEATON | IL | 60187 | 351835273 | 501(C)(3) | $8,000 | $0 | SPECIFIC PROGRAM | |
| NEW HORIZONS OF SOUTHWEST FLORIDA INC | |||||||||
| PO BOX 111833 | NAPLES | FL | 34108 | 113678086 | 501(C)(3) | $6,000 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| NEXT LEVEL CHURCH INC | |||||||||
| 12400 PLANTATION RD | FORT MYERS | FL | 33966 | 010627010 | 501(C)(3) | $7,000 | $0 | SPECIFIC PROGRAM | |
| NJ MARITIME MUSEUM | |||||||||
| 2 BRIDGE AVE STE 221 | RED BANK | NJ | 07701 | 760730192 | 501(C)(3) | $73,600 | $0 | SPECIFIC PROGRAM | |
| NORTH NAPLES UNITED METHODIST CHURCH | |||||||||
| 6000 GOODLETTE FRANK RD N | NAPLES | FL | 34109 | 591383829 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | |
| OCTAGON WILDLIFE SANCTUARY | |||||||||
| 41660 HORSESHOE RD | PUNTA GORDA | FL | 33982 | 592298305 | 501(C)(3) | $10,402 | $0 | GENERAL OPERATING SUPPORT | |
| OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC | |||||||||
| 7438 CARRIER RD | FORT MYERS | FL | 33967 | 650510103 | 501(C)(3) | $42,194 | $0 | CAPITAL CONTRIBUTION GENERAL OPERATING SUPPORT | |
| PACE CENTER FOR GIRLS OF LEE COUNTY | |||||||||
| 3800 EVANS AVE | FORT MYERS | FL | 33901 | 592414492 | 501(C)(3) | $22,902 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| PARKINSON'S FOUNDATION INC | |||||||||
| 200 SE 1ST ST STE 800 | MIAMI | FL | 33131 | 131866796 | 501(C)(3) | $33,942 | $0 | GENERAL OPERATING SUPPORT | |
| PAUL A & VERONICA H GROSS WILDLIFE CENTER OF SOUTHWEST FLORIDA | |||||||||
| 925 NORTH JACKSON RD | VENICE | FL | 34292 | 201065695 | 501(C)(3) | $49,262 | $0 | GENERAL OPERATING SUPPORT | |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | |||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | 521218336 | 501(C)(3) | $6,076 | $0 | GENERAL OPERATING SUPPORT | |
| PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINE | |||||||||
| 5100 WISCONSIN AVE NW STE 400 | WASHINGTON | DC | 20016 | 521394893 | 501(C)(3) | $6,076 | $0 | GENERAL OPERATING SUPPORT | |
| PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC | |||||||||
| 736 CENTRAL AVE | SARASOTA | FL | 34236 | 591274328 | 501(C)(3) | $5,764 | $0 | GENERAL OPERATING SUPPORT | |
| RILEY'S RESCUE OF BREVARD INC | |||||||||
| 215 KREFELD RD NW | PALM BAY | FL | 32907 | 830672501 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC | |||||||||
| 16100 ROSERUSH CT | FORT MYERS | FL | 33908 | 113704163 | 501(C)(3) | $17,500 | $0 | GENERAL OPERATING SUPPORT | |
| RONALD MCDONALD HOUSE CHARITIES TAMPA BAY INC | |||||||||
| 35 DAVIS BLVD | TAMPA | FL | 33606 | 591835985 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING SUPPORT | |
| ROSALIND FRANKLIN UNIVERSITY COLLEGE OF NURSING | |||||||||
| 3333 N GREEN BAY RD | CHICAGO | IL | 60064 | 362181973 | 501(C)(3) | $150,000 | $0 | SPECIFIC PROGRAM | |
| RVR HORSE RESCUE INC | |||||||||
| 1710 W STATE RD 60 | PLANT CITY | FL | 33567 | 451536701 | 501(C)(3) | $30,000 | $0 | GENERAL OPERATING SUPPORT | |
| SALUSCARE INC | |||||||||
| 3763 EVANS AVE | FORT MYERS | FL | 33901 | 591287693 | 501(C)(3) | $5,892 | $0 | GENERAL OPERATING SUPPORT | |
| SALVATION ARMY OF LEE HENDRY AND GLADES COUNTIES | |||||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | 580660607 | 501(C)(3) | $17,308 | $0 | GENERAL OPERATING SUPPORT | |
| SALVATION ARMY OF PORT CHARLOTTE | |||||||||
| 2120 LOVELAND BLVD | PORT CHARLOTTE | FL | 33980 | 580660607 | 501(C)(3) | $6,764 | $0 | GENERAL OPERATING SUPPORT | |
| SAVE THE CHIMPS | |||||||||
| 16891 CAROLE NOON LN | FORT PIERCE | FL | 34945 | 650789748 | 501(C)(3) | $6,076 | $0 | GENERAL OPERATING SUPPORT | |
| SCHOOL DISTRICT OF LEE COUNTY | |||||||||
| 2855 COLONIAL BLVD | FORT MYERS | FL | 33966 | 592637849 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| SENIOR HOUNDSABOUND | |||||||||
| 3118 WESSEX ST | ORLANDO | FL | 32803 | 061819585 | 501(C)(3) | $35,000 | $0 | GENERAL OPERATING SUPPORT | |
| SERGE GLOBAL INC | |||||||||
| PO BOX 96900 | WASHINGTON | DC | 20090 | 232223692 | 501(C)(3) | $8,174 | $0 | SPECIFIC PROGRAM | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | 362193608 | 501(C)(3) | $6,272 | $0 | GENERAL OPERATING SUPPORT | |
| SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC | |||||||||
| 7500 COLLEGE PKWY STE 200 | FORT MYERS | FL | 33907 | 591350404 | 501(C)(3) | $8,938 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| ST HILARY'S EPISCOPAL CHURCH | |||||||||
| 5011 MCGREGOR BLVD | FORT MYERS | FL | 33901 | 590973728 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | |
| ST LUKE'S EPISCOPAL CHURCH | |||||||||
| 2635 CLEVELAND AVE | FORT MYERS | FL | 33901 | 590774200 | 501(C)(3) | $10,270 | $0 | GENERAL OPERATING SUPPORT | |
| ST VINCENT DE PAUL CATHOLIC CHURCH | |||||||||
| 13031 PALM BEACH BLVD | FORT MYERS | FL | 33905 | 592824352 | 501(C)(3) | $10,000 | $0 | SPECIFIC PROGRAM | |
| STEVE RUMMLER HOPE NETWORK | |||||||||
| 2233 UNIVERSITY AVE W STE 325 | ST PAUL | MN | 55114 | 452903444 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING SUPPORT | |
| SW FLORIDA COUNCIL BOY SCOUTS OF AMERICA | |||||||||
| 1801 BOY SCOUT DR | FORT MYERS | FL | 33907 | 591150488 | 501(C)(3) | $36,464 | $0 | GENERAL OPERATING SUPPORT | |
| THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC | |||||||||
| PO BOX 1608 | FORT MYERS | FL | 33902 | 592637849 | 501(C)(3) | $61,018 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| THE JOSEPH PROJECT 863 INC | |||||||||
| 944 HARLEM ACADEMY AVE | CLEWISTON | FL | 33440 | 462727330 | 501(C)(3) | $25,000 | $0 | SPECIFIC PROGRAM | |
| TIDEWELL HOSPICE INC | |||||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | 591911861 | 501(C)(3) | $6,764 | $0 | GENERAL OPERATING SUPPORT | |
| TIGHTEN THE DRAG FOUNDATION INC | |||||||||
| 3959 VAN DYKE RD STE 108 | LUTZ | FL | 33558 | 461427712 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATING SUPPORT | |
| TRAILWAYS CAMP | |||||||||
| 3502 HARBOR CT | FORT MYERS | FL | 33908 | 882818905 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATING SUPPORT | |
| TUNNEL TO TOWERS FOUNDATION | |||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 020554654 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATING SUPPORT | |
| UNCOMMON FRIENDS FOUNDATION INC | |||||||||
| PO BOX 811 | FORT MYERS | FL | 33902 | 650490124 | 501(C)(3) | $10,057 | $0 | GENERAL OPERATING SUPPORT | |
| UNION CHURCH OF LAKE BLUFF | |||||||||
| 525 E PROSPECT AVE | LAKE BLUFF | IL | 60044 | 363262590 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIES | |||||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | 591005169 | 501(C)(3) | $3,679,194 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM SPECIFIC PURPOSE | |
| UPAYA ZEN CENTER | |||||||||
| 1404 CERRO GORDO RD | SANTA FE | NM | 87501 | 850402649 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATING SUPPORT | |
| VALERIE'S HOUSE INC | |||||||||
| PO BOX 1955 | FORT MYERS | FL | 33902 | 473701240 | 501(C)(3) | $29,500 | $0 | CAPITAL CONTRIBUTION SPECIFIC PROGRAM | |
| VIETNAM VETERANS OF AMERICA CHAPTER 594 CAPE CORAL | |||||||||
| 19267 POTOMAC CIR | NORTH FORT MYERS | FL | 33971 | 650275706 | 501(C)(3) | $15,000 | $0 | SPECIFIC PROGRAM | |
| WGCU PUBLIC MEDIA | |||||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | 650403969 | 501(C)(3) | $5,714 | $0 | GENERAL OPERATING SUPPORT SPECIFIC PROGRAM | |
| WONDER GARDENS | |||||||||
| 27180 OLD 41 RD | BONITA SPRINGS | FL | 34135 | 464168846 | 501(C)(3) | $7,000 | $0 | GENERAL OPERATING SUPPORT | |
| YOUNG LIFE OF LEE COUNTY | |||||||||
| 5264 CLAYTON CT STE 5 | FORT MYERS | FL | 33907 | 840385934 | 501(C)(3) | $10,250 | $0 | SPECIFIC PROGRAM | |
| ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC | |||||||||
| 7401 WINKLER RD | FORT MYERS | FL | 33919 | 596473920 | 501(C)(3) | $20,000 | $0 | GENERAL OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 152 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ACADEMIC SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 254 | RecipientCnt |
| Cash Grant | $1,139,859 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH OWEN | ||||||||||||||
| PRESIDENT/CEO | $304,422 | $0 | $0 | $0 | $45,991 | $0 | $26,061 | $0 | $12,578 | $0 | $389,052 | $0 | $45,991 | $0 |
| TERRY MAZANY | ||||||||||||||
| CHIEF COLLABORATION OFFICER | $231,750 | $0 | $0 | $0 | $0 | $0 | $6,501 | $0 | $1,761 | $0 | $240,012 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT & CEO PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN. THERE WERE $0 CONTRIBUTIONS INTO THE PLAN AND $0 PAYMENTS FROM THE PLAN FOR CALENDAR YEAR 2022. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,250,082 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF TRANSFERS | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $810,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 (6 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 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. |
| FORM 990, PART XI, LINE 9: | CHANGES IN SPLIT INTEREST AGREEMENT & REMAINDER INTEREST 2,718,777. RETURNED SCHOLARSHIPS 2,500. |
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 | 0 | 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 |
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