SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2021-11-12
IRS object ID: 202113169349310646
Schema version: 2020v4.0
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 D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T15:35:08-06:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	592309183	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUGHES SNELL & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1470 ROYAL PALM SQUARE BLVD	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339191082	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	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	BusinessNameLine1Txt
Business Name Line2	FOUNDATION 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 STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD E PENN	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2392745900	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RONALD E	PersonFirstNm
Person Last	PENN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATTI R HARDIN	PreparerPersonNm
PTIN	P00371840	PTIN
Phone	2399392233	PhoneNum
Preparation	2021-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	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	SARAH OWEN	PrincipalOfficerNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$76,364,900	GrossReceiptsAmt
Group Return For Affiliates	false	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 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	ActivityOrMissionDesc
Voting Members Governing Body	20	VotingMembersGoverningBodyCnt
Voting Members Independent	20	VotingMembersIndependentCnt
Total Employee	26	TotalEmployeeCnt
Total Volunteers	171	TotalVolunteersCnt
Total Gross UBI	-$64,871	TotalGrossUBIAmt
PY Contributions Grants	$14,052,567	PYContributionsGrantsAmt
CY Contributions Grants	$7,891,415	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	-$659,444	PYInvestmentIncomeAmt
CY Investment Income	$9,888,711	CYInvestmentIncomeAmt
PY Other Revenue	$329,029	PYOtherRevenueAmt
CY Other Revenue	$18,939	CYOtherRevenueAmt
PY Total Revenue	$13,722,152	PYTotalRevenueAmt
CY Total Revenue	$17,799,065	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,877,499	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,682,943	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,711,787	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,450,003	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$299,895	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,278,916	PYOtherExpensesAmt
CY Other Expenses	$3,095,904	CYOtherExpensesAmt
PY Total Expenses	$10,868,202	PYTotalExpensesAmt
CY Total Expenses	$11,228,850	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,853,950	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,570,215	CYRevenuesLessExpensesAmt
Total Assets BOY	$146,689,909	TotalAssetsBOYAmt
Total Assets EOY	$181,291,713	TotalAssetsEOYAmt
Total Liabilities BOY	$21,580,313	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$23,869,254	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$125,109,596	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$157,422,459	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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. COLL	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$5,901,485	ExpenseAmt
Grant	$4,612,176	GrantAmt
Revenue	$4,182,450	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	$1,430,666	ExpenseAmt
Grant	$866,387	GrantAmt
Revenue	$1,183,712	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	$1,261,766	ExpenseAmt
Grant	$780,299	GrantAmt
Revenue	$2,367,425	RevenueAmt
Desc	COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. THE COMPETITIVE GRANT APPLICATION AND MONITORING PROCESS FOR PROGRAMS SUCH AS COMMUNITY IMPACT GRANTS HAVE BEEN SIMPLIFIED TO HELP THE NONPROFITS SEEK FUNDING BY SUBMITTING THEIR BEST IDEAS TO SOLVE ISSUES AFFECTING OUR REGION. THE FOUNDATION HAS BEGUN OFFERING MULTI-YEAR RENEWABLE GRANTS WITH THE INTENT OF SOLVING A SPECIFIC IDENTIFIED NEED AND TO BUILD RESILIENCY IN RESPONSE TO THE IMPACT OF THE COVID-19 PANDEMIC.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$1,192,665	ExpenseAmt
Grant	$424,082	GrantAmt
Revenue	$157,828	RevenueAmt
Desc	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS EMBARKED ON 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. DEFINED REGIONALLY AS 5 DIVERSE COUNTIES FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION SPENT THE LAST 10 YEARS BUILDING TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS ISSUES AND SILOS. NOW UNDER THE BANNER OF COLLABORATORY THE FOUNDATION WILL EXPAND TO DRIVE COORDINATION AND INNOVATION CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND COMMUNITY DEVELOPMENT MODEL. 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 COVID - AT THE ONSET OF 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. DURING ITS NOW 6-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A 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. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE COLLABORATORY HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - COLLABORATORY HAS BEEN WORKING WITH ITS NONPROFIT GRANT RECIPIENTS IN A UNIQUE LEARNING NETWORK THAT SUPPORTS NONPROFIT GRANT RECIPIENTS WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH 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 NONPROFIT MEMBERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,192,665	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$424,082	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$157,828	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$9,786,582	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	44	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	26	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	20	GoverningBodyVotingMembersCnt
Independent Voting Member	20	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	RONALD E PENN	PersonNm
Phone	2392745900	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ROBBIE ROEPSTORFF
CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
DENNIE HAMILTON
VICE CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
GAIL MARKHAM
SEC / TREAS	3.00	Yes (X)	Yes (X)	$0	$0	$0
DR LARRY A HOBBS
IMMEDIATE PA	3.00	Yes (X)	Yes (X)	$0	$0	$0
MALIKE ADIGUN
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
CAROLYN CONANT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ANDREW COUSE
TRUSTEE	3.00	Yes (X)		$0	$0	$0
INDERA DEMINE
TRUSTEE	3.00	Yes (X)		$0	$0	$0
MARY BETH CRAWFORD
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CRAIG FOLK
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CHAUNCEY GOSS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
GARY GRIFFIN
TRUSTEE	3.00	Yes (X)		$0	$0	$0
HUGH KINSEY JR
TRUSTEE	3.00	Yes (X)		$0	$0	$0
HARRISON S KNIGHT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ALAN MANDEL
TRUSTEE	3.00	Yes (X)		$0	$0	$0
FRED MOON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DALE REISS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
AYSEGUL TIMUR
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SARAH OWEN
PRESIDENT /	50.00	Yes (X)	Yes (X)	$380,400	$0	$45,682	5.00
RONALD E PENN
CFO	50.00		Yes (X)	$16,385	$0	$491	5.00
PETER OCSODY
CHIEF STRATE	40.00		Yes (X)	$119,423	$0	$13,826	1.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$516,208	TotalReportableCompFromOrgAmt
Total Other Compensation	$59,999	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ADVERTISING FOR HUMANITY
7 CENTRAL STREET	TOPSFIELD	MA	01983	CONSULTING/MKTG	$394,575
ISAACSON MILLER
263 SUMMER STREET 7TH FLOOR	BOSTON	MA	02210	EXEC SEARCH	$126,324

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$477,083	GovernmentGrantsAmt
All Other Contributions	$7,414,332	AllOtherContributionsAmt
Noncash Contributions	$2,055,003	NoncashContributionsAmt
Total Contributions	$7,891,415	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,846,504	TotalRevenueColumnAmt
Exclusion	$1,846,504	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$34,650	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$130,960	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$96,310	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$96,310	TotalRevenueColumnAmt
Unrelated Business Revenue	-$64,871	UnrelatedBusinessRevenueAmt
Exclusion	-$31,439	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$65,149,586	SecuritiesAmt
Other	$1,327,496	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$58,434,875	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,714,711	SecuritiesAmt
Other	$1,327,496	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,042,207	TotalRevenueColumnAmt
Exclusion	$8,042,207	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Total Revenue Column	$115,249	TotalRevenueColumnAmt
Related Or Exempt Func Income	$115,249	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$115,249	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,799,065	TotalRevenueColumnAmt
Related Or Exempt Func Income	$115,249	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$64,871	UnrelatedBusinessRevenueAmt
Exclusion	$9,857,272	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,816,556	TotalAmt
Program Services	$5,816,556	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$866,387	TotalAmt
Program Services	$866,387	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$529,025	TotalAmt
Program Services	$280,383	ProgramServicesAmt
Management And General	$158,707	ManagementAndGeneralAmt
Fundraising	$89,935	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$701,924	TotalAmt
Program Services	$372,020	ProgramServicesAmt
Management And General	$210,577	ManagementAndGeneralAmt
Fundraising	$119,327	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$22,353	TotalAmt
Program Services	$11,847	ProgramServicesAmt
Management And General	$6,706	ManagementAndGeneralAmt
Fundraising	$3,800	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$116,641	TotalAmt
Program Services	$61,819	ProgramServicesAmt
Management And General	$34,993	ManagementAndGeneralAmt
Fundraising	$19,829	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$80,060	TotalAmt
Program Services	$42,432	ProgramServicesAmt
Management And General	$24,018	ManagementAndGeneralAmt
Fundraising	$13,610	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$680	TotalAmt
Program Services	$560	ProgramServicesAmt
Management And General	$111	ManagementAndGeneralAmt
Fundraising	$9	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$47,500	TotalAmt
Program Services	$39,121	ProgramServicesAmt
Management And General	$7,757	ManagementAndGeneralAmt
Fundraising	$622	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$306,610	TotalAmt
Program Services	$252,524	ProgramServicesAmt
Management And General	$50,069	ManagementAndGeneralAmt
Fundraising	$4,017	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$237,058	TotalAmt
Program Services	$177,601	ProgramServicesAmt
Management And General	$55,039	ManagementAndGeneralAmt
Fundraising	$4,418	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$88,212	TotalAmt
Program Services	$20,862	ProgramServicesAmt
Management And General	$63,901	ManagementAndGeneralAmt
Fundraising	$3,449	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$211,948	TotalAmt
Program Services	$84,891	ProgramServicesAmt
Management And General	$115,506	ManagementAndGeneralAmt
Fundraising	$11,551	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$383,834	TotalAmt
Program Services	$207,705	ProgramServicesAmt
Management And General	$171,387	ManagementAndGeneralAmt
Fundraising	$4,742	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,418	TotalAmt
Program Services	$2,702	ProgramServicesAmt
Management And General	$6,039	ManagementAndGeneralAmt
Fundraising	$677	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$14,994	TotalAmt
Program Services	$5,355	ProgramServicesAmt
Management And General	$8,411	ManagementAndGeneralAmt
Fundraising	$1,228	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$259,963	TotalAmt
Program Services	$130,934	ProgramServicesAmt
Management And General	$129,029	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$44,333	TotalAmt
Program Services	$23,000	ProgramServicesAmt
Management And General	$20,785	ManagementAndGeneralAmt
Fundraising	$548	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$62,504	TotalAmt
Program Services	$31,813	ProgramServicesAmt
Management And General	$29,866	ManagementAndGeneralAmt
Fundraising	$825	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROJECTS	$1,321,753	$1,321,753
RELATIONSHIPS	$51,668	$30,675	$4,084	$16,909
DUES & SUBSCRIPTIONS	$37,117	$2,279	$31,385	$3,453
MISCELLANEOUS	$18,312	$3,363	$14,003	$946

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,228,850	TotalAmt
Program Services	$9,786,582	ProgramServicesAmt
Management And General	$1,142,373	ManagementAndGeneralAmt
Fundraising	$299,895	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,134,285	BOYAmt
EOY	$3,412,790	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,274	BOYAmt
EOY	$16,537	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,651,000	BOYAmt
EOY	$6,891,392	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$53,930	BOYAmt
EOY	$57,823	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,868,323	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,062,963	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$11,197,144	BOYAmt
EOY	$10,805,360	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$99,983,854	BOYAmt
EOY	$125,441,783	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$26,656,422	BOYAmt
EOY	$34,666,028	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$146,689,909	BOYAmt
EOY	$181,291,713	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$281,562	BOYAmt
EOY	$472,999	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,616,908	BOYAmt
EOY	$2,500,200	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$16,800,000	BOYAmt
EOY	$16,800,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,881,843	BOYAmt
EOY	$4,096,055	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$21,580,313	BOYAmt
EOY	$23,869,254	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	$97,327,801	BOYAmt
EOY	$122,405,601	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,781,795	BOYAmt
EOY	$35,016,858	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$125,109,596	BOYAmt
EOY	$157,422,459	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$146,689,909	BOYAmt
EOY	$181,291,713	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,570,215	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$18,913,266	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$6,829,382	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$5,973,380	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,960,544	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,450,502	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,932,816	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,726,649	CurrentTaxYearAmt
Total	$34,043,891	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,973,380	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,960,544	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,450,502	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,932,816	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,726,649	CurrentTaxYearAmt
Total	$34,043,891	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,719,819	SubstantialContributorsTotAmt
Public Support Total170	$28,324,072	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,404,640	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,854,332	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,808,711	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,449,564	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,875,842	CurrentTaxYearAmt
Total	$9,393,089	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$43,436,980	TotalSupportAmt
Gross Receipts Rltd Activities	$4,680,120	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65210	PublicSupportCY170Pct
Public Support PY170	0.65960	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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	144	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	2	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$2,698,972	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$34,484	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$3,295,373	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$30,283,153	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$126,991	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
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 PROG	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$68,804,966	BeginningYearBalanceAmt
Contributions	$7,039,696	ContributionsAmt
Investment Earnings Or Losses	$4,478,462	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,443,436	GrantsOrScholarshipsAmt
Administrative Expenses	$1,195,461	AdministrativeExpensesAmt
End Year Balance	$74,684,227	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$58,351,450	BeginningYearBalanceAmt
Contributions	$7,981,840	ContributionsAmt
Investment Earnings Or Losses	$7,171,922	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,548,078	GrantsOrScholarshipsAmt
Administrative Expenses	$1,152,168	AdministrativeExpensesAmt
End Year Balance	$68,804,966	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98720	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01280	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,901,234	OtherCostOrOtherBasisAmt
Depreciation	$696,839	DepreciationAmt
Book Value	$10,204,395	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$799,682	OtherCostOrOtherBasisAmt
Depreciation	$366,124	DepreciationAmt
Book Value	$433,558	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$167,407	OtherCostOrOtherBasisAmt
Book Value	$167,407	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$10,805,360	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED GIFTS REC - CRTS / CLTS	$30,820,876
CONTRIBUTIONS RECEIVABLE	$2,623,828
DEFERRED GIFTS REC - CGAS	$798,887
LIFE INSURANCE - REMAINDER INTEREST	$266,959
OTHER ASSETS	$155,478

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$34,666,028	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
FUNDS HELD AS AGENCY ACCOUNTS	$3,043,870
CHARITABLE REMAINDER TR OBLIGATIONS	$674,742
ANNUITY OBLIGATIONS	$377,443

Field	Value	IRS element (for citing)
Total Liability	$4,096,055	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$43,667,333	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$18,913,266	NetUnrealizedGainsInvstAmt
Other Revenue	$7,567,824	OtherRevenueAmt
Revenue Not Reported	$26,481,090	RevenueNotReportedAmt
Revenue Subtotal	$17,186,243	RevenueSubtotalAmt
Investment Expenses Not Incld	$298,637	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$314,185	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$612,822	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$17,799,065	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,354,470	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$698,361	OtherExpensesIncludedAmt
Expenses Not Reported	$698,361	ExpensesNotReportedAmt
Expenses Subtotal	$10,656,109	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$298,637	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$274,104	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$572,741	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,228,850	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART III, LINE 4	THE ARTWORK HAS BEEN DONATED BY LOCAL ARTISTS AND IS DISPLAYED FOR THE PURPOSES OF BUILDING COMMUNITY ARTS AWARENESS.
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 130,960 INVESTMENT INCOME TO CUBAN PETE 87,971 AGENCY ADMIN FEES 58,310 AGENCY CONTRIBUTIONS, NET 8,114 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS 7,282,469
SCHEDULE D, PAGE 4, PART XI, LINE 4B	FEES FOR SERVICES FROM CUBAN PETE 30,000 FEES FOR SERVICES FROM SUPPORT ORG 7,534 AGENCY FUND INVESTMENT INCOME 276,651
SCHEDULE D, PAGE 4, PART XII, LINE 2D	EXPENSES ALLOCATED TO RENTAL REVENUE 130,960 EXPENSES ALLOCATED TO CUBAN PETE 40,000 EXPENSES ALLOCATED TO SUPPORT ORG 527,401
SCHEDULE D, PAGE 4, PART XII, LINE 4B	INVESTMENT FEES ALLOCATED TO AGENCY FD 7,973 AGENCY FUND GRANTS 102,131 RENT EXPENSE TO SUPPORT ORG 164,000

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (134 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALL FAITH UNITARIAN CONGREGATION
2756 MCGREGOR BLVD	FORT MYERS	FL	33901	651114131	501(C)	$10,192	GEN OP/SPEC PRGM
AMERICANS FOR IMMIGRANT JUSTICE
6355 NW 36TH ST SUITE 2201	MIAMI	FL	33166	650610872	501(C)	$33,000	SPECIFIC PROGRAM
ANIMAL REFUGE CENTERINC
18011 OLD BAYSHORE ROAD	NORTH FORT MYERS	FL	33917	650057419	501(C)	$282,435	GEN OP/ SPEC PRGM
BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)	$9,755	GEN OP / SPEC PRGM
BASCOM CORPORATION
323 FRANKLIN ROAD	HIGHLANDS	NC	28741	562093546	501(C)	$10,000	GEN OP SUPPORT
BASSET HOUND RES OF GA INC
PO BOX 1834	FAYETTVILLE	GA	30214	582187876	501(C)	$10,000	GEN OP SUPPORT
BATTLE CREEK COMMUNITY FOUNDATION
32 W MICHIGAN AVENUE SUITE 1	BATTLE CREEK	MI	49017	382045459	501(C)	$16,425	SPECIFIC PROGRAM
BIDEAWEE INC
410 E 38TH ST	NEW YORK	NY	10016	131655210	501(C)	$9,420	GEN OP SUPPORT
BOBBY NICHOLS FOUNDATION INC
15391 CANONGATE DRIVE	FORT MYERS	FL	33912	043649766	501(C)	$8,951	GEN OP SUPPORT
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT	BONITA SPRINGS	FL	34134	473563908	501(C)	$35,000	GEN OP SUPPORT
BONITA SPRINGS ASSISTANCE OFFICE
PO BOX 16	BONITA SPRINGS	FL	34133	592337909	501(C)	$15,000	GEN OP SUPPORT
BONITA WONDER GARDENS INC
27180 OLD 41 ROAD	BONITA SPRINGS	FL	34135	464168846	501(C)	$10,000	GEN OP/SPEC PRGM
BOYS & GIRLS CLUBS OF POLK COUNTY
PO BOX 763	LAKELAND	FL	33802	590171815	501(C)	$6,301	GEN OP SUPPORT
BRIDGE A LIFE IN
1680 FRUITVILLE ROAD SUITR 312B	SARASOTA	FL	34236	462391027	501(C)	$10,000	GEN OP SUPPORT
BRIDGE TO A CURE FOUNDATION
2031 JACKSON STREET SUITE 160	FORT MYERS	FL	33901	843024608	501(C)	$33,500	GEN OP SUPPORT
BRIGHTER BITES
PO BOX 25456	HOUSTON	TX	77265	474070026	501(C)	$20,000	GEN OP SUPPORT
CALOOSA HUMANE SOCIETY
PO BOX 2337	LABELLE	FL	33975	650759567	501(C)	$35,727	GEN OP SUPPORT
CALUSA WATERKEEPER
PO BOX 1165	FORT MYERS	FL	33902	650565226	501(C)	$36,506	GEN OP SUPPORT
CANTERBURY SCHOOL CORPORATION
8141 COLLEGE PARKWAY	FORT MYERS	FL	33919	591058089	501(C)	$175,000	GEN OP/SPEC PRGM
CAPE CORAL ANIMAL SHELTER
325 SOUTHWEST 2ND AVENUE	CAPE CORAL	FL	33991	813632884	501(C)	$16,000	SPECIFIC PROGRAM
CAPTAINS FOR CLEAN WATER INC
2031 JACKSON STREET	FORT MYERS	FL	33901	811789969	501(C)	$20,000	SPECIFIC PROGRAM
CAPTIVA CHAPEL BY THE SEA
PO BOX 188	CAPTIVA	FL	33924	596143042	501(C)	$11,153	GEN OP SUPPORT
CENTER FOR THE ARTS OF BONITA SPR
26100 OLD 41 ROAD	BONITA SPRINGS	FL	34135	650295085	501(C)	$12,540	GEN OP/SPEC PRGM
CGRS MISSION INC
18481 N TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	813236064	501(C)	$10,000	GEN OP SUPPORT
CHARITY FOR CHANGE INC
10681 AIRPORT PULLING ROAD SUITE 23	NAPLES	FL	34109	262139488	501(C)	$15,000	GEN OP SUPPORT
CHARLOTTE HARBOR ENVIRO CENTER
PO BOX 512876	PUNTA GORDA	FL	33951	592853001	501(C)	$30,730	SPECIFIC PROGRAM
CHILD EVANGELISM FELLOWSHIP OF FL
PO BOX 100981	CAPE CORAL	FL	33910	590837546	501(C)	$5,901	GEN OP SUPPORT
CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE	FORT MYERS	FL	33901	650007620	501(C)	$41,500	GEN OP SUPPORT
CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH ST	SHEBOYGAN	WI	53081	391214138	501(C)	$7,000	GEN OP SUPPORT
CITY OF FORT MYERS
PO BOX 340	FORT MYERS	FL	33902		GOV	$80,778	SPECIFIC PROGRAM
CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)	$41,857	GEN OP SUPPORT
COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)	$10,081	GEN OP SUPPORT
COMMUNITY COOPERATIVE INC
PO BOX 2143	FORT MYERS	FL	33902	592602772	501(C)	$23,750	GEN OP SUPPORT
COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300	ASHEVILLE	NC	28803	561223384	501(C)	$15,000	SPECIFIC PROGRAM
COMMUNITY HAVEN FOR ADULTS & CHILD
4405 DESOTO ROAD	SARASOTA	FL	34235	591305522	501(C)	$80,000	SPECIFIC PROGRAM
CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAY	NAPLES	FL	34102	591157084	501(C)	$50,000	GEN OP SUPPORT
COUNCIL ON FOUNDATIONS
PO BOX 75661	BALTIMORE	MD	21275	136068327	501(C)	$9,000	GEN OP SUPPORT
COVENANT PRESBYTERIAN CHURCH
2439 MCGREGOR BLVD	FORT MYERS	FL	33901	591150677	501(C)	$11,784	GEN OP SUPPORT
DIOCESE OF VENICE CATHOLIC FAITH AP
PO BOX 60759	FORT MYERS	FL	33906	271988145	501(C)	$15,000	GEN OP SUPPORT
DR CARRIE D ROBINSON LITTLETON ELE
700 HUTTO RD	NORTH FORT MYERS	FL	33903		GOV	$6,000	SPECIFIC PROGRAM
EARTH SHINE INSTITUE INC
5249 SUMMERLIN COMMONS BOULEVARD	FORT MYERS	FL	33907	320042299	501(C)	$6,000	SPECIFIC PROGRAM
EDISON SAILING CENTER
1420 DEL RIO DRIVE	FORT MYERS	FL	33901	592635134	501(C)	$7,271	GEN OP/SPEC PRGM
EQUALITY FLORIDA INSTITUTE
PO BOX 13184	ST PETERSBURG	FL	33733	593435235	501(C)	$21,828	GEN OP SUPPORT
EVERGLADES WONDER GARDEN
PO BOX 822	BONITA SPRINGS	FL	34133	464168845	501(C)	$5,600	GEN OP SUPPORT
FAMILY INITIATIVE INCORPORATED
1242 SW PINE ISLAND RD SUITE 42-302	CAPE CORAL	FL	33991	461528487	501(C)	$50,000	GEN OP SUPPORT
FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DRIVE	NAPLES	FL	34109	440610626	501(C)	$10,000	GEN OP SUPPORT
FIDELITY CHARITABLE
PO BOX 77001	CINCINNATI	OH	45277	110303001	501(C)	$5,716	SPECIFIC PROGRAM
FIRST PREBYTERIAN CHURCH OF BONITA
9751 BONITA BEACH BLVD	BONITA SPRINGS	FL	34135	591622501	501(C)	$30,000	SPECIFIC PROGRAM
FIRST PRESBYTERIAN CHURCH
2438 SECOND ST	FORT MYERS	FL	33901	590823943	501(C)	$8,157	GEN OP SUPPORT
FLORIDA BAPTIST CHILDREN'S HOMES
1015 SIKES BLVD	LAKELAND	FL	33815	590657326	501(C)	$40,734	GEN OP SUPPORT
FLORIDA DEPT HEALTH CHARLOTTE CTY
1100 LOVELAND BLVD	PORT CHARLOTTE	FL	33980	593502843	GOV	$21,214	GEN OP SUPPORT
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S	FORT MYERS	FL	33965	650753801	501(C)	$184,623	GEN OP / SPEC PRGM
FLORIDA GULF COAST UNIVERSITY FD
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)	$100,255	GEN OP / SPEC PRGM
FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST	DAYTONA BEACH	FL	32114	237377066	501(C)	$5,745	GEN OP SUPPORT
FLORIDA LIONS EYE CLINIC
10322 PENNSYLVANIA AVENUE	BONITA SPRINGS	FL	34135	450560906	501(C)	$10,000	GEN OP SUPPORT
FLORIDA SOUTHWESTERN ST COLLEGE
8099 COLLEGE PARKWAY	FORT MYERS	FL	33919		501(C)	$45,000	SPECIFIC PROGRAM
FLORIDA SOUTHWESTERN ST COLLEGE FD
8099 COLLEGE PARKWAY	FORT MYERS	FL	33919	596173638	501(C)	$5,500	GEN OP/SPEC PRGM
FORT MYERS COMMUNITY CONCERT ASSOC
PO BOX 606	FORT MYERS	FL	33902	591739068	501(C)	$11,848	GEN OP SUPPORT
FOUND FOR LEE COUNTY PUBLIC SCHOOLS
PO BOX 1608	FORT MYERS	FL	33902	592637849	501(C)	$13,955	GEN OP/SPEC PRGM
GLADIOLUS FOOD PANTRY
15011 GLADIOLUS DR	FORT MYERS	FL	33908	471788033	501(C)	$16,365	GEN OP SUPPORT
GLADIOLUS LEARNING & DEVEL CNTR
10320 GLADIOLUS DR	FORT MYERS	FL	33908	237378076	501(C)	$14,678	GEN OP SUPPORT
GLOBAL SCHOLARS
PO BOX 12147	OVERLAND PARK	KS	66282	561627401	501(C)	$10,000	GEN OP SUPPORT
GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)	$30,614	GEN OP / SPEC PRGM
GUADALUPE CENTER INC
509 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)	$13,988	GEN OP SUPPORT
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST	FORT MYERS	FL	33916	590806978	501(C)	$45,721	GEN OP SUPPORT
HABITAT FOR HUMANITY OF LEE COUNTY
1288 NORTH TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	592236174	501(C)	$103,628	GEN OP / SPEC PRGM
HARRY CHAPIN FOOD BANK OF SWFL
3760 FOWLER STREET	FORT MYERS	FL	33901	592332120	501(C)	$82,405	GEN OP / SPEC PRGM
HEALTHY START COALITION OF SWFL INC
1921 JEFFERSON AVENUE	FORT MYERS	FL	33901	650378720	501(C)	$50,000	GEN OP SUPPORT
HEART AND MIND FOUNDATION
1443 WEST DIVISION STREET	CHICAGO	IL	60642	364404961	501(C)	$800,000	GEN OP/SPEC PRGM
HOPE CLUBHOUSE OF SW FL
3602 BROADWAY AVE	FORT MYERS	FL	33901	300437443	501(C)	$88,827	GEN OP / SPEC PRGM
HOPE EQUINE RESCUE INC
3820 HIGH STREET	WINTER HAVEN	FL	33881	262647977	501(C)	$25,000	GEN OP SUPPORT
HOPE HOSPICE
9470 HEALTHPARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)	$52,368	GEN OP SUPPORT
IRON GAIT PERCHERONS IN
114 HANCOCK MOUNTAIN TRAIL	WALESKA	GA	30183	451733782	501(C)	$45,000	GEN OP SUPPORT
JUDICAL WATCH INC
425 THIRD STREET SW SUITE 800	WASHINGTON	DC	20024	521885088	501(C)	$25,000	GEN OP SUPPORT
JUNIOR ACHIEVEMENT OF SWFL INC
13241 UNIVERSITY DRIVE SUITE 102	FORT MYERS	FL	33907	650503084	501(C)	$5,800	GEN OP SUPPORT
LABELLE DOWNTOWN REVITALIZATION COR
PO BOX 1844	LABELLE	FL	33975	465655554	GOV	$20,000	GEN OP SUPPORT
LABELLE FAMILY LIVESTOCK CLUB INC
750 EVANS ROAD	LABELLE	FL	33935	650370510	501(C)	$10,000	GEN OP SUPPORT
LARC INC
2570 HANSON STREET	FORT MYERS	FL	33901	590968911	501(C)	$20,500	GEN OP/SPEC PRGM
LEADERSHIP INSTITUTE
1101 N HIGHLAND STREET	ARLINGTON	VA	22201	510235174	501(C)	$25,000	GEN OP SUPPORT
LEE BLDG IND ASSOC BUILDER CARE
10501 SIX MILE CYPRESS PKWY	FORT MYERS	FL	33916	202640022	501(C)	$12,600	GEN OP SUPPORT
LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)	$55,075	GEN OP / SPEC PRGM
LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE	FORT MYERS	FL	33912		GOV	$18,841	GEN OP SUPPORT
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT	FORT MYERS	FL	33908	592668992	501(C)	$7,833	GEN OP / SPEC PRGM
LEE MEMORIAL HEALTH SYSTEM FD
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)	$54,455	GEN OP / SPEC PRGM
LEGACY FOUNDATION AT SHELL POINT
15010 SHELL POINT BOULEVARD	FORT MYERS	FL	33908	800002415	501(C)	$20,771	GEN OP SUPPORT
LEGAL AID SERVICE OF COLLIER COUNTY
4436 TAMIAMI TRAIL E	NAPLES	FL	34112	591547191	501(C)	$200,000	SPECIFIC PROGRAM
LEHIGH COMMUNITY SERVICES INC
201 PLAZA DR SUITE 103	LEHIGH ACRES	FL	33936	591773738	501(C)	$59,210	GEN OP SUPPORT
LIBERTY YOUTH RANCH INC
PO BOX 366206	BONITA SPRINGS	FL	34136	383674666	501(C)	$18,000	GEN OP SUPPORT
MAKE-A-WISH FOUND OF SOUTHERN FL
3655 BONITA BEACH ROAD SUITE 3	BONITA SPRINGS	FL	34134	592620322	501(C)	$12,600	GEN OP SUPPORT
MARANTHA BIBLE AND MISSIONARY CONF
4759 LAKE HARBOR ROAD	NORTON SHORES	MI	49441	381558540	501(C)	$20,000	GEN OP SUPPORT
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540	BOSTON	MA	02114	041564655	501(C)	$13,938	GEN OP SUPPORT
MISC GRANTS 5000 AND UNDER
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901		501(C)	$337,627	GEN OP / SPEC PRGM
MISION PENIEL
PO BOX 1204	IMMOKALEE	FL	34143	473118063	501(C)	$34,149	GEN OP/SPEC PRGM
MR LUCKY DOG'S SANCTUARY INC
21591 CLAYTOR ROAD	ALVA	FL	33920	832120940	501(C)	$15,000	GEN OP SUPPORT
MUSEUM OF NJ MARITIME HISTORY INC
528 DOCK ROAD	BEACH HAVEN	NJ	08008	760730192	501(C)	$11,000	GEN OP SUPPORT
NAPLES SENIOR CENTER AT JFCS
5025 CASSTELLO DRIVE	NAPLES	FL	34103	453980909	501(C)	$41,848	GEN OP SUPPORT
NYKOL'S RESCUES INC
5780 SABAL PALM LANE	PUNTA GORDA	FL	33982	811240249	501(C)	$10,000	GEN OP SUPPORT
OCTAGON WILDLIFE SANCTUARY
41660 HORSESHOE ROAD	PUNTA GORDA	FL	33982	592298305	501(C)	$19,747	GEN OP SUPPORT
PACHAMAMA ALLIANCE
THE PRESIDIO BUILDING 1009	SAN FRANCISCO	CA	94129	943249793	501(C)	$100,000	SPECIFIC PROGRAM
PARKINSON'S FOUNDATION INC
200 SE 1ST STREET SUITE 800	MIAMI	FL	33131	131866796	501(C)	$32,242	GEN OP SUPPORT
PAWS LEE COUNTY INC
965 PONDELLA ROAD	NORTH FORT MYERS	FL	33903	943467822	501(C)	$30,059	GEN OP SUPPORT
PERFORMING ARTS CENTER
PO BOX 296	HIGHLANDS	NC	28741	562155282	501(C)	$10,000	GEN OP SUPPORT
PROJECT DENTIST CARE INC
PO BOX 60424	FORT MYERS	FL	33906	650822909	501(C)	$10,000	GEN OP SUPPORT
QUALITY LIFE CENTER OF SW FL INC
PO BOX 1290	FORT MYERS	FL	33901	650321309	501(C)	$16,193	GEN OP SUPPORT
RESIDENTIAL OPTIONS OF FLORIDA INC
3050 HORSESHOE DR N STE 285	NAPLES	FL	34104	471232139	501(C)	$47,683	GEN OP SUPPORT
RONALD MCDONALD HOUSE CHAR OF SW FL
16100 ROSERUSH COURT	FORT MYERS	FL	33908	113704163	501(C)	$12,600	GEN OP SUPPORT
RVR HOUSE RESCUE INC
1710 W STATE ROAD 60	PLANT CITY	FL	33567	451536701	501(C)	$20,000	GEN OP SUPPORT
SALUSCARE INC
3763 EVANS AVENUE	FORT MYERS	FL	33901	591287693	501(C)	$8,394	GEN OP SUPPORT
SALVATION ARMY OF LEE HENDRY & GLA
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)	$77,620	GEN OP SUPPORT
SALVATION ARMY OF PORT CHARLOTTE
2120 LOVELAND BOULEVARD	PORT CHARLOTTE	FL	33980	580660607	501(C)	$7,280	GEN OP SUPPORT
SIOUX FALLS AREA COMMUNITY FOUND
200 N CHERAPA PLACE	SIOUX FALLS	SD	57103	311748533	501(C)	$13,333	SPECIFIC PROGRAM
SANIBEL-CAPTIVA CONSERVATION FOUND
PO BOX 839	SANIBEL	FL	33957	591205087	501(C)	$18,399	GEN OP SUPPORT
SEMINOLE BOOSTERS INC
PO BOX 1353	TALLAHASSEE	FL	32302	591561180	501(C)	$20,000	GEN OP SUPPORT
SHRINERS HOSPITAL FOR CHILDREN
12502 PINE DRIVE	TAMPA	FL	33612	362193608	501(C)	$5,958	GEN OP SUPPORT
SJC BOXING CLUB INC
3833 MAXINE STREET	FORT MYERS	FL	33901	650373379	501(C)	$51,250	GEN OP SUPPORT
SOUTH WEST FLORIDA HORSE RESCUE INC
14811 STATE ROAD 31	PUNTA GORDA	FL	33982	462031584	501(C)	$25,000	GEN OP SUPPORT
SOUTHWEST FLORIDA SYMPHONY
7500 COLLEGE PARKWAY SUITE 200	FORT MYERS	FL	33919	591350404	501(C)	$12,012	GEN OP/ SPEC PRGM
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)	$22,000	GEN OP / SPEC PRGM
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE	FORT MYERS	FL	33901	590774200	501(C)	$9,755	GEN OP SUPPORT
ST VINCENT DE PAUL CATHOLIC CHURCH
13031 PALM BEACH BOULEVARD	FORT MYERS	FL	33905	592824352	501(C)	$10,000	SPECIFIC PROGRAM
STEVE RUMMLER HOPE NETWORK
2233 UNIVERSITY AVE W STE 325	ST PAUL	MN	55114	452903444	501(C)	$26,000	GEN OP SUPPORT
SUNCOAST BASSET RESCUE INC
4142 MARINER BOULEVARD	SPRING HILL	FL	34609	593622646	501(C)	$15,000	GEN OP SUPPORT
SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET SUITE 110	FORT MYERS	FL	33901	262302491	501(C)	$30,000	SPECIFIC PROGRAM
SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR	FORT MYERS	FL	33907	591150488	501(C)	$34,664	GEN OP SUPPORT
TIDEWELL HOSPICE INC
5955 RAND BOULEVARD	SARASOTA	FL	34238	591911861	501(C)	$7,280	GEN OP SUPPORT
THE UNCOMMON FRIENDS FOUNDATION
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)	$9,737	GEN OP / SPEC PRGM
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$555,777	GEN OP / SPEC PRGM
UNIVERSITY OF NOTRE DAME
115 MAIN BUILDING	NOTRE DAME	IN	46556	350868188	501(C)	$25,000	SPECIFIC PROGRAM
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTH	GREAT FALLS	MT	59405	810231777	501(C)	$25,000	SPECIFIC PROGRAM
UNIVERSITY OF WYOMING FOUNDATION
222 S 22ND STREET SOUTH	LARAMIE	WY	82070	830201971	501(C)	$30,000	SPECIFIC PROGRAM
UPAYA ZEN CENTER
1404 CERRO GORDO RD	SANTA FE	NM	87501	850402649	501(C)	$75,000	GEN OP SUPPORT
VALERIES HOUSE INC
PO BOX 1955	FORT MYERS	FL	33902	473701240	501(C)	$82,000	GEN OP / SPEC PRGM
VANGUARD CHARITABLE ENDOWMENT PROG
PO BOX 9509	WARMICK	RI	02889	232888152	501(C)	$15,000	SPECIFIC PROGRAM
ZION LUTHERAN CHURCH
7401 WINKLER RD	FORT MYERS	FL	33919	596473920	501(C)	$15,000	GEN OP SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	133	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ACADEMIC SCHOLARSHIPS	GrantTypeTxt
Recipient	146	RecipientCnt
Cash Grant	$866,387	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	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.	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	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Title	PRESIDENT / CEO	TitleTxt
Base Compensation Filing Org	$300,480	BaseCompensationFilingOrgAmt
Bonus Filing Organization	$51,516	BonusFilingOrganizationAmount
Other Compensation Filing Org	$28,404	OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org	$37,845	DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org	$7,837	NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org	$426,082	TotalCompensationFilingOrgAmt
Comp Report Prior990 Filing Org	$28,404	CompReportPrior990FilingOrgAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, PAGE 1, PART I, LINE 4	FormAndLineReferenceDesc
Explanation	SARAH OWEN 0 10,871 0	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	33	ContributionCnt
Noncash Contributions Rpt F990	$2,055,003	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PAGE 1, 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 FOUNDATION'S INVESTMENT PORTFOLIO.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 EMBARKED ON 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. DEFINED REGIONALLY AS 5 DIVERSE COUNTIES FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION SPENT THE LAST 10 YEARS BUILDING TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS ISSUES AND SILOS. NOW UNDER THE BANNER OF COLLABORATORY THE FOUNDATION WILL EXPAND TO DRIVE COORDINATION AND INNOVATION CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND COMMUNITY DEVELOPMENT MODEL. 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 COVID - AT THE ONSET OF 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. DURING ITS NOW 6-YEAR EVOLUTION, SEVERAL NEW PROJECTS HAVE BEEN BORN FROM FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH AN EQUITABLE FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION FOCUS HAS EXPANDED TO INCLUDE ELEMENTS OF ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATING SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - WITH A 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. WHILE OFFERING FAMILY SERVICES AND A VARIETY OF CHARITABLE FUND TYPES, THE COLLABORATORY HAS EXPANDED ITS PHILANTHROPIC OPTIONS BASED ON DONOR WISHES. BUILDING A STRONGER NETWORK OF NONPROFITS AND NONPROFIT LEADERS - COLLABORATORY HAS BEEN WORKING WITH ITS NONPROFIT GRANT RECIPIENTS IN A UNIQUE LEARNING NETWORK THAT SUPPORTS NONPROFIT GRANT RECIPIENTS WITH MORE THAN FUNDING FOR THEIR PROGRAMS, BUT ALSO WITH 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 NONPROFIT MEMBERS 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 130,960 INVESTMENT INCOME TO CUBAN PETE 87,971 AGENCY ADMIN FEES 58,310 AGENCY CONTRIBUTIONS, NET 8,114 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS 7,282,469 FEES FOR SERVICES FROM CUBAN PETE -30,000 FEES FOR SERVICES FROM SUPPORT ORG -7,534 AGENCY FUND INVESTMENT INCOME -276,651 EXPENSES ALLOCATED TO RENTAL REVENUE -130,960 EXPENSES ALLOCATED TO CUBAN PETE -40,000 EXPENSES ALLOCATED TO SUPPORT ORG -527,401 INVESTMENT FEES ALLOCATED TO AGENCY FD 7,973 AGENCY FUND GRANTS 102,131 RENT EXPENSE TO SUPPORT ORG 164,000 TOTAL 6,829,382

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	Business Name Line2DisregardedEntityName/BusinessNameLine2Txt
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-
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274343158	INACTIVE	FL	NA	CAPTIVA LLC

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 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

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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SWFLCF SUPPORT ORGANIZATION INC
L	$7,534	ACTUAL COST
SWFLCF SUPPORT ORGANIZATION INC
K	$164,000	RENT - COMPARABLE VALUE
PEDRO (CUBAN PETE) ENDOWMENT INC
L	$30,000	ACTUAL COST