2021-11-12T15:35:08-06:00 2021-06-30 592309183 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191082 990 2020-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 RONALD E PENN CFO 2392745900 2021-11-15 true RONALD E PENN 999009999 PATTI R HARDIN P00371840 2399392233 2021-11-12 2020 2022-09-23 18:48:47Z COLLABORATORY SARAH OWEN 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 76364900 false X WWW.COLLABORATORY.ORG X 1976 FL THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLL 20 20 26 171 -64871 14052567 7891415 0 -659444 9888711 329029 18939 13722152 17799065 6877499 6682943 0 1711787 1450003 0 299895 2278916 3095904 10868202 11228850 2853950 6570215 146689909 181291713 21580313 23869254 125109596 157422459 X THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLL false false 5901485 4612176 4182450 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. 1430666 866387 1183712 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. 1261766 780299 2367425 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. 1192665 424082 157828 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. 1192665 424082 157828 9786582 true true false false false true false true false true true false false true true true false true false false false false false false false false false true true true false false false false false false false false true false false false true true false false false true 44 0 true 26 true true true false false false false true true false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false FL X X X RONALD E PENN 2392745900 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 ROBBIE ROEPSTORFF CHAIR 3.00 X X 0 0 0 DENNIE HAMILTON VICE CHAIR 3.00 X X 0 0 0 GAIL MARKHAM SEC / TREAS 3.00 X X 0 0 0 DR LARRY A HOBBS IMMEDIATE PA 3.00 X X 0 0 0 MALIKE ADIGUN TRUSTEE 3.00 X 0 0 0 JUAN BENDECK TRUSTEE 3.00 X 0 0 0 JULIE BEN-SUSAN TRUSTEE 3.00 X 0 0 0 CAROLYN CONANT TRUSTEE 3.00 X 0 0 0 ANDREW COUSE TRUSTEE 3.00 X 0 0 0 INDERA DEMINE TRUSTEE 3.00 X 0 0 0 MARY BETH CRAWFORD TRUSTEE 3.00 X 0 0 0 CRAIG FOLK TRUSTEE 3.00 X 0 0 0 CHAUNCEY GOSS TRUSTEE 3.00 X 0 0 0 GARY GRIFFIN TRUSTEE 3.00 X 0 0 0 HUGH KINSEY JR TRUSTEE 3.00 X 0 0 0 HARRISON S KNIGHT TRUSTEE 3.00 X 0 0 0 ALAN MANDEL TRUSTEE 3.00 X 0 0 0 FRED MOON TRUSTEE 3.00 X 0 0 0 DALE REISS TRUSTEE 3.00 X 0 0 0 AYSEGUL TIMUR TRUSTEE 3.00 X 0 0 0 SARAH OWEN PRESIDENT / 50.00 5.00 X X 380400 0 45682 RONALD E PENN CFO 50.00 5.00 X 16385 0 491 PETER OCSODY CHIEF STRATE 40.00 1.00 X 119423 0 13826 516208 59999 2 false true false ADVERTISING FOR HUMANITY 7 CENTRAL STREET TOPSFIELD MA 01983 CONSULTING/MKTG 394575 ISAACSON MILLER 263 SUMMER STREET 7TH FLOOR BOSTON MA 02210 EXEC SEARCH 126324 2 477083 7414332 2055003 7891415 1846504 1846504 34650 130960 -96310 -96310 -64871 -31439 65149586 1327496 58434875 6714711 1327496 8042207 8042207 MISCELLANEOUS INCOME 115249 115249 115249 17799065 115249 -64871 9857272 5816556 5816556 866387 866387 529025 280383 158707 89935 701924 372020 210577 119327 22353 11847 6706 3800 116641 61819 34993 19829 80060 42432 24018 13610 680 560 111 9 47500 39121 7757 622 306610 252524 50069 4017 237058 177601 55039 4418 88212 20862 63901 3449 211948 84891 115506 11551 383834 207705 171387 4742 9418 2702 6039 677 14994 5355 8411 1228 259963 130934 129029 44333 23000 20785 548 62504 31813 29866 825 PROJECTS 1321753 1321753 RELATIONSHIPS 51668 30675 4084 16909 DUES & SUBSCRIPTIONS 37117 2279 31385 3453 MISCELLANEOUS 18312 3363 14003 946 11228850 9786582 1142373 299895 2134285 3412790 13274 16537 6651000 6891392 53930 57823 11868323 1062963 11197144 10805360 99983854 125441783 26656422 34666028 146689909 181291713 281562 472999 1616908 2500200 16800000 16800000 2881843 4096055 21580313 23869254 X 97327801 122405601 27781795 35016858 125109596 157422459 146689909 181291713 X 6570215 18913266 6829382 X false true X true false X 5973380 8960544 5450502 7932816 5726649 34043891 5973380 8960544 5450502 7932816 5726649 34043891 5719819 28324072 1404640 1854332 1808711 2449564 1875842 9393089 43436980 4680120 0.65210 0.65960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144 2 2698972 34484 3295373 30283153 126991 true true 164525 X X ARTIST RECOGNITION PROG false 83243086 4445960 24315206 4799644 1519090 105685518 85437134 5089339 55320 5573311 1765396 83243086 74684227 13434585 2934966 4461907 1154737 85437134 68804966 7039696 4478462 4443436 1195461 74684227 58351450 7981840 7171922 3548078 1152168 68804966 0.98720 0.01280 false false 10901234 696839 10204395 799682 366124 433558 167407 167407 10805360 DEFERRED GIFTS REC - CRTS / CLTS 30820876 CONTRIBUTIONS RECEIVABLE 2623828 DEFERRED GIFTS REC - CGAS 798887 LIFE INSURANCE - REMAINDER INTEREST 266959 OTHER ASSETS 155478 34666028 FUNDS HELD AS AGENCY ACCOUNTS 3043870 CHARITABLE REMAINDER TR OBLIGATIONS 674742 ANNUITY OBLIGATIONS 377443 4096055 X 43667333 18913266 7567824 26481090 17186243 298637 314185 612822 17799065 11354470 698361 698361 10656109 298637 274104 572741 11228850 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 true ALL FAITH UNITARIAN CONGREGATION 2756 MCGREGOR BLVD FORT MYERS FL 33901 651114131 501(C) 10192 GEN OP/SPEC PRGM AMERICANS FOR IMMIGRANT JUSTICE 6355 NW 36TH ST SUITE 2201 MIAMI FL 33166 650610872 501(C) 33000 SPECIFIC PROGRAM ANIMAL REFUGE CENTERINC 18011 OLD BAYSHORE ROAD NORTH FORT MYERS FL 33917 650057419 501(C) 282435 GEN OP/ SPEC PRGM BAILEY-MATTHEWS SHELL MUSEUM 3075 SANIBEL-CAPTIVA RD SANIBEL FL 33957 592775992 501(C) 9755 GEN OP / SPEC PRGM BASCOM CORPORATION 323 FRANKLIN ROAD HIGHLANDS NC 28741 562093546 501(C) 10000 GEN OP SUPPORT BASSET HOUND RES OF GA INC PO BOX 1834 FAYETTVILLE GA 30214 582187876 501(C) 10000 GEN OP SUPPORT BATTLE CREEK COMMUNITY FOUNDATION 32 W MICHIGAN AVENUE SUITE 1 BATTLE CREEK MI 49017 382045459 501(C) 16425 SPECIFIC PROGRAM BIDEAWEE INC 410 E 38TH ST NEW YORK NY 10016 131655210 501(C) 9420 GEN OP SUPPORT BOBBY NICHOLS FOUNDATION INC 15391 CANONGATE DRIVE FORT MYERS FL 33912 043649766 501(C) 8951 GEN OP SUPPORT BONITA BAY VETERANS COUNCIL 3330 RIVERPARK COURT BONITA SPRINGS FL 34134 473563908 501(C) 35000 GEN OP SUPPORT BONITA SPRINGS ASSISTANCE OFFICE PO BOX 16 BONITA SPRINGS FL 34133 592337909 501(C) 15000 GEN OP SUPPORT BONITA WONDER GARDENS INC 27180 OLD 41 ROAD BONITA SPRINGS FL 34135 464168846 501(C) 10000 GEN OP/SPEC PRGM BOYS & GIRLS CLUBS OF POLK COUNTY PO BOX 763 LAKELAND FL 33802 590171815 501(C) 6301 GEN OP SUPPORT BRIDGE A LIFE IN 1680 FRUITVILLE ROAD SUITR 312B SARASOTA FL 34236 462391027 501(C) 10000 GEN OP SUPPORT BRIDGE TO A CURE FOUNDATION 2031 JACKSON STREET SUITE 160 FORT MYERS FL 33901 843024608 501(C) 33500 GEN OP SUPPORT BRIGHTER BITES PO BOX 25456 HOUSTON TX 77265 474070026 501(C) 20000 GEN OP SUPPORT CALOOSA HUMANE SOCIETY PO BOX 2337 LABELLE FL 33975 650759567 501(C) 35727 GEN OP SUPPORT CALUSA WATERKEEPER PO BOX 1165 FORT MYERS FL 33902 650565226 501(C) 36506 GEN OP SUPPORT CANTERBURY SCHOOL CORPORATION 8141 COLLEGE PARKWAY FORT MYERS FL 33919 591058089 501(C) 175000 GEN OP/SPEC PRGM CAPE CORAL ANIMAL SHELTER 325 SOUTHWEST 2ND AVENUE CAPE CORAL FL 33991 813632884 501(C) 16000 SPECIFIC PROGRAM CAPTAINS FOR CLEAN WATER INC 2031 JACKSON STREET FORT MYERS FL 33901 811789969 501(C) 20000 SPECIFIC PROGRAM CAPTIVA CHAPEL BY THE SEA PO BOX 188 CAPTIVA FL 33924 596143042 501(C) 11153 GEN OP SUPPORT CENTER FOR THE ARTS OF BONITA SPR 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501(C) 12540 GEN OP/SPEC PRGM CGRS MISSION INC 18481 N TAMIAMI TRAIL NORTH FORT MYERS FL 33903 813236064 501(C) 10000 GEN OP SUPPORT CHARITY FOR CHANGE INC 10681 AIRPORT PULLING ROAD SUITE 23 NAPLES FL 34109 262139488 501(C) 15000 GEN OP SUPPORT CHARLOTTE HARBOR ENVIRO CENTER PO BOX 512876 PUNTA GORDA FL 33951 592853001 501(C) 30730 SPECIFIC PROGRAM CHILD EVANGELISM FELLOWSHIP OF FL PO BOX 100981 CAPE CORAL FL 33910 590837546 501(C) 5901 GEN OP SUPPORT CHILDREN'S ADVOCACY CENTER OF SW FL 3830 EVANS AVE FORT MYERS FL 33901 650007620 501(C) 41500 GEN OP SUPPORT CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH ST SHEBOYGAN WI 53081 391214138 501(C) 7000 GEN OP SUPPORT CITY OF FORT MYERS PO BOX 340 FORT MYERS FL 33902 GOV 80778 SPECIFIC PROGRAM CLINIC FOR THE REHAB OF WILDLIFE PO BOX 150 SANIBEL FL 33957 237271040 501(C) 41857 GEN OP SUPPORT COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C) 10081 GEN OP SUPPORT COMMUNITY COOPERATIVE INC PO BOX 2143 FORT MYERS FL 33902 592602772 501(C) 23750 GEN OP SUPPORT COMMUNITY FOUNDATION OF WESTERN NC 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 561223384 501(C) 15000 SPECIFIC PROGRAM COMMUNITY HAVEN FOR ADULTS & CHILD 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C) 80000 SPECIFIC PROGRAM CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 591157084 501(C) 50000 GEN OP SUPPORT COUNCIL ON FOUNDATIONS PO BOX 75661 BALTIMORE MD 21275 136068327 501(C) 9000 GEN OP SUPPORT COVENANT PRESBYTERIAN CHURCH 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C) 11784 GEN OP SUPPORT DIOCESE OF VENICE CATHOLIC FAITH AP PO BOX 60759 FORT MYERS FL 33906 271988145 501(C) 15000 GEN OP SUPPORT DR CARRIE D ROBINSON LITTLETON ELE 700 HUTTO RD NORTH FORT MYERS FL 33903 GOV 6000 SPECIFIC PROGRAM EARTH SHINE INSTITUE INC 5249 SUMMERLIN COMMONS BOULEVARD FORT MYERS FL 33907 320042299 501(C) 6000 SPECIFIC PROGRAM EDISON SAILING CENTER 1420 DEL RIO DRIVE FORT MYERS FL 33901 592635134 501(C) 7271 GEN OP/SPEC PRGM EQUALITY FLORIDA INSTITUTE PO BOX 13184 ST PETERSBURG FL 33733 593435235 501(C) 21828 GEN OP SUPPORT EVERGLADES WONDER GARDEN PO BOX 822 BONITA SPRINGS FL 34133 464168845 501(C) 5600 GEN OP SUPPORT FAMILY INITIATIVE INCORPORATED 1242 SW PINE ISLAND RD SUITE 42-302 CAPE CORAL FL 33991 461528487 501(C) 50000 GEN OP SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DRIVE NAPLES FL 34109 440610626 501(C) 10000 GEN OP SUPPORT FIDELITY CHARITABLE PO BOX 77001 CINCINNATI OH 45277 110303001 501(C) 5716 SPECIFIC PROGRAM FIRST PREBYTERIAN CHURCH OF BONITA 9751 BONITA BEACH BLVD BONITA SPRINGS FL 34135 591622501 501(C) 30000 SPECIFIC PROGRAM FIRST PRESBYTERIAN CHURCH 2438 SECOND ST FORT MYERS FL 33901 590823943 501(C) 8157 GEN OP SUPPORT FLORIDA BAPTIST CHILDREN'S HOMES 1015 SIKES BLVD LAKELAND FL 33815 590657326 501(C) 40734 GEN OP SUPPORT FLORIDA DEPT HEALTH CHARLOTTE CTY 1100 LOVELAND BLVD PORT CHARLOTTE FL 33980 593502843 GOV 21214 GEN OP SUPPORT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650753801 501(C) 184623 GEN OP / SPEC PRGM FLORIDA GULF COAST UNIVERSITY FD 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C) 100255 GEN OP / SPEC PRGM FLORIDA LIONS CONKLIN CENTER FOR TH 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C) 5745 GEN OP SUPPORT FLORIDA LIONS EYE CLINIC 10322 PENNSYLVANIA AVENUE BONITA SPRINGS FL 34135 450560906 501(C) 10000 GEN OP SUPPORT FLORIDA SOUTHWESTERN ST COLLEGE 8099 COLLEGE PARKWAY FORT MYERS FL 33919 501(C) 45000 SPECIFIC PROGRAM FLORIDA SOUTHWESTERN ST COLLEGE FD 8099 COLLEGE PARKWAY FORT MYERS FL 33919 596173638 501(C) 5500 GEN OP/SPEC PRGM FORT MYERS COMMUNITY CONCERT ASSOC PO BOX 606 FORT MYERS FL 33902 591739068 501(C) 11848 GEN OP SUPPORT FOUND FOR LEE COUNTY PUBLIC SCHOOLS PO BOX 1608 FORT MYERS FL 33902 592637849 501(C) 13955 GEN OP/SPEC PRGM GLADIOLUS FOOD PANTRY 15011 GLADIOLUS DR FORT MYERS FL 33908 471788033 501(C) 16365 GEN OP SUPPORT GLADIOLUS LEARNING & DEVEL CNTR 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C) 14678 GEN OP SUPPORT GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C) 10000 GEN OP SUPPORT GOODWILL INDUSTRIES OF SOUTHWEST FL 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C) 30614 GEN OP / SPEC PRGM GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C) 13988 GEN OP SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C) 45721 GEN OP SUPPORT HABITAT FOR HUMANITY OF LEE COUNTY 1288 NORTH TAMIAMI TRAIL NORTH FORT MYERS FL 33903 592236174 501(C) 103628 GEN OP / SPEC PRGM HARRY CHAPIN FOOD BANK OF SWFL 3760 FOWLER STREET FORT MYERS FL 33901 592332120 501(C) 82405 GEN OP / SPEC PRGM HEALTHY START COALITION OF SWFL INC 1921 JEFFERSON AVENUE FORT MYERS FL 33901 650378720 501(C) 50000 GEN OP SUPPORT HEART AND MIND FOUNDATION 1443 WEST DIVISION STREET CHICAGO IL 60642 364404961 501(C) 800000 GEN OP/SPEC PRGM HOPE CLUBHOUSE OF SW FL 3602 BROADWAY AVE FORT MYERS FL 33901 300437443 501(C) 88827 GEN OP / SPEC PRGM HOPE EQUINE RESCUE INC 3820 HIGH STREET WINTER HAVEN FL 33881 262647977 501(C) 25000 GEN OP SUPPORT HOPE HOSPICE 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 501(C) 52368 GEN OP SUPPORT IRON GAIT PERCHERONS IN 114 HANCOCK MOUNTAIN TRAIL WALESKA GA 30183 451733782 501(C) 45000 GEN OP SUPPORT JUDICAL WATCH INC 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 521885088 501(C) 25000 GEN OP SUPPORT JUNIOR ACHIEVEMENT OF SWFL INC 13241 UNIVERSITY DRIVE SUITE 102 FORT MYERS FL 33907 650503084 501(C) 5800 GEN OP SUPPORT LABELLE DOWNTOWN REVITALIZATION COR PO BOX 1844 LABELLE FL 33975 465655554 GOV 20000 GEN OP SUPPORT LABELLE FAMILY LIVESTOCK CLUB INC 750 EVANS ROAD LABELLE FL 33935 650370510 501(C) 10000 GEN OP SUPPORT LARC INC 2570 HANSON STREET FORT MYERS FL 33901 590968911 501(C) 20500 GEN OP/SPEC PRGM LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 510235174 501(C) 25000 GEN OP SUPPORT LEE BLDG IND ASSOC BUILDER CARE 10501 SIX MILE CYPRESS PKWY FORT MYERS FL 33916 202640022 501(C) 12600 GEN OP SUPPORT LEE COUNTY ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C) 55075 GEN OP / SPEC PRGM LEE COUNTY DOMESTIC ANIMAL SVCS 5600 BANNER DRIVE FORT MYERS FL 33912 GOV 18841 GEN OP SUPPORT LEE COUNTY JEWISH FEDERATION INC 9701 COMMERCE CENTER COURT FORT MYERS FL 33908 592668992 501(C) 7833 GEN OP / SPEC PRGM LEE MEMORIAL HEALTH SYSTEM FD PO BOX 2218 FORT MYERS FL 33902 650645343 501(C) 54455 GEN OP / SPEC PRGM LEGACY FOUNDATION AT SHELL POINT 15010 SHELL POINT BOULEVARD FORT MYERS FL 33908 800002415 501(C) 20771 GEN OP SUPPORT LEGAL AID SERVICE OF COLLIER COUNTY 4436 TAMIAMI TRAIL E NAPLES FL 34112 591547191 501(C) 200000 SPECIFIC PROGRAM LEHIGH COMMUNITY SERVICES INC 201 PLAZA DR SUITE 103 LEHIGH ACRES FL 33936 591773738 501(C) 59210 GEN OP SUPPORT LIBERTY YOUTH RANCH INC PO BOX 366206 BONITA SPRINGS FL 34136 383674666 501(C) 18000 GEN OP SUPPORT MAKE-A-WISH FOUND OF SOUTHERN FL 3655 BONITA BEACH ROAD SUITE 3 BONITA SPRINGS FL 34134 592620322 501(C) 12600 GEN OP SUPPORT MARANTHA BIBLE AND MISSIONARY CONF 4759 LAKE HARBOR ROAD NORTON SHORES MI 49441 381558540 501(C) 20000 GEN OP SUPPORT MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C) 13938 GEN OP SUPPORT MISC GRANTS 5000 AND UNDER 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 501(C) 337627 GEN OP / SPEC PRGM MISION PENIEL PO BOX 1204 IMMOKALEE FL 34143 473118063 501(C) 34149 GEN OP/SPEC PRGM MR LUCKY DOG'S SANCTUARY INC 21591 CLAYTOR ROAD ALVA FL 33920 832120940 501(C) 15000 GEN OP SUPPORT MUSEUM OF NJ MARITIME HISTORY INC 528 DOCK ROAD BEACH HAVEN NJ 08008 760730192 501(C) 11000 GEN OP SUPPORT NAPLES SENIOR CENTER AT JFCS 5025 CASSTELLO DRIVE NAPLES FL 34103 453980909 501(C) 41848 GEN OP SUPPORT NYKOL'S RESCUES INC 5780 SABAL PALM LANE PUNTA GORDA FL 33982 811240249 501(C) 10000 GEN OP SUPPORT OCTAGON WILDLIFE SANCTUARY 41660 HORSESHOE ROAD PUNTA GORDA FL 33982 592298305 501(C) 19747 GEN OP SUPPORT PACHAMAMA ALLIANCE THE PRESIDIO BUILDING 1009 SAN FRANCISCO CA 94129 943249793 501(C) 100000 SPECIFIC PROGRAM PARKINSON'S FOUNDATION INC 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 131866796 501(C) 32242 GEN OP SUPPORT PAWS LEE COUNTY INC 965 PONDELLA ROAD NORTH FORT MYERS FL 33903 943467822 501(C) 30059 GEN OP SUPPORT PERFORMING ARTS CENTER PO BOX 296 HIGHLANDS NC 28741 562155282 501(C) 10000 GEN OP SUPPORT PROJECT DENTIST CARE INC PO BOX 60424 FORT MYERS FL 33906 650822909 501(C) 10000 GEN OP SUPPORT QUALITY LIFE CENTER OF SW FL INC PO BOX 1290 FORT MYERS FL 33901 650321309 501(C) 16193 GEN OP SUPPORT RESIDENTIAL OPTIONS OF FLORIDA INC 3050 HORSESHOE DR N STE 285 NAPLES FL 34104 471232139 501(C) 47683 GEN OP SUPPORT RONALD MCDONALD HOUSE CHAR OF SW FL 16100 ROSERUSH COURT FORT MYERS FL 33908 113704163 501(C) 12600 GEN OP SUPPORT RVR HOUSE RESCUE INC 1710 W STATE ROAD 60 PLANT CITY FL 33567 451536701 501(C) 20000 GEN OP SUPPORT SALUSCARE INC 3763 EVANS AVENUE FORT MYERS FL 33901 591287693 501(C) 8394 GEN OP SUPPORT SALVATION ARMY OF LEE HENDRY & GLA 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C) 77620 GEN OP SUPPORT SALVATION ARMY OF PORT CHARLOTTE 2120 LOVELAND BOULEVARD PORT CHARLOTTE FL 33980 580660607 501(C) 7280 GEN OP SUPPORT SIOUX FALLS AREA COMMUNITY FOUND 200 N CHERAPA PLACE SIOUX FALLS SD 57103 311748533 501(C) 13333 SPECIFIC PROGRAM SANIBEL-CAPTIVA CONSERVATION FOUND PO BOX 839 SANIBEL FL 33957 591205087 501(C) 18399 GEN OP SUPPORT SEMINOLE BOOSTERS INC PO BOX 1353 TALLAHASSEE FL 32302 591561180 501(C) 20000 GEN OP SUPPORT SHRINERS HOSPITAL FOR CHILDREN 12502 PINE DRIVE TAMPA FL 33612 362193608 501(C) 5958 GEN OP SUPPORT SJC BOXING CLUB INC 3833 MAXINE STREET FORT MYERS FL 33901 650373379 501(C) 51250 GEN OP SUPPORT SOUTH WEST FLORIDA HORSE RESCUE INC 14811 STATE ROAD 31 PUNTA GORDA FL 33982 462031584 501(C) 25000 GEN OP SUPPORT SOUTHWEST FLORIDA SYMPHONY 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33919 591350404 501(C) 12012 GEN OP/ SPEC PRGM ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C) 22000 GEN OP / SPEC PRGM ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVENUE FORT MYERS FL 33901 590774200 501(C) 9755 GEN OP SUPPORT ST VINCENT DE PAUL CATHOLIC CHURCH 13031 PALM BEACH BOULEVARD FORT MYERS FL 33905 592824352 501(C) 10000 SPECIFIC PROGRAM STEVE RUMMLER HOPE NETWORK 2233 UNIVERSITY AVE W STE 325 ST PAUL MN 55114 452903444 501(C) 26000 GEN OP SUPPORT SUNCOAST BASSET RESCUE INC 4142 MARINER BOULEVARD SPRING HILL FL 34609 593622646 501(C) 15000 GEN OP SUPPORT SWFL CHILDREN'S CHARITIES INC 2031 JACKSON STREET SUITE 110 FORT MYERS FL 33901 262302491 501(C) 30000 SPECIFIC PROGRAM SWFL COUNCIL INC BOY SCOUTS OF A 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C) 34664 GEN OP SUPPORT TIDEWELL HOSPICE INC 5955 RAND BOULEVARD SARASOTA FL 34238 591911861 501(C) 7280 GEN OP SUPPORT THE UNCOMMON FRIENDS FOUNDATION PO BOX 811 FORT MYERS FL 33902 650490124 501(C) 9737 GEN OP / SPEC PRGM UNITED WAY OF LEE HENDRY & GLA 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C) 555777 GEN OP / SPEC PRGM UNIVERSITY OF NOTRE DAME 115 MAIN BUILDING NOTRE DAME IN 46556 350868188 501(C) 25000 SPECIFIC PROGRAM UNIVERSITY OF PROVIDENCE 1301 20TH STREET SOUTH GREAT FALLS MT 59405 810231777 501(C) 25000 SPECIFIC PROGRAM UNIVERSITY OF WYOMING FOUNDATION 222 S 22ND STREET SOUTH LARAMIE WY 82070 830201971 501(C) 30000 SPECIFIC PROGRAM UPAYA ZEN CENTER 1404 CERRO GORDO RD SANTA FE NM 87501 850402649 501(C) 75000 GEN OP SUPPORT VALERIES HOUSE INC PO BOX 1955 FORT MYERS FL 33902 473701240 501(C) 82000 GEN OP / SPEC PRGM VANGUARD CHARITABLE ENDOWMENT PROG PO BOX 9509 WARMICK RI 02889 232888152 501(C) 15000 SPECIFIC PROGRAM ZION LUTHERAN CHURCH 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C) 15000 GEN OP SUPPORT 133 ACADEMIC SCHOLARSHIPS 146 866387 SCHEDULE I, PAGE 1, PART I, LINE 2 EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. WHEN A GRANT IS AWARDED, A LETTER IS SENT WITH INSTRUCTIONS NOTING THAT THE GRANT FUNDS MUST BE USED EXCLUSIVELY FOR THE PURPOSE(S) DESCRIBED IN THE PROPOSAL THAT THE GRANTEE ORGANIZATION HAD SUBMITTED TO THE FOUNDATION. X X X X false true false false false false false false false SARAH OWEN PRESIDENT / CEO 300480 51516 28404 37845 7837 426082 28404 SCHEDULE J, PAGE 1, PART I, LINE 4 SARAH OWEN 0 10,871 0 X 33 2055003 FMV ON DATE OF TRANSFER false true true SCHEDULE M, PAGE 1, PART I, LINE 32B 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. 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 BONITA SPRINGS COMMUNITY FD LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274342648 INACTIVE FL NA COMMUNITY FD OF SANIBEL-CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343844 INACTIVE FL NA WOMENS LEGACY FUND LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274967919 INACTIVE FL NA WOMENS LEGACY FUND OF SWFL LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274968412 INACTIVE FL NA GOOD NEIGHBOR COMM FD OF SANIBEL- CAPTIVA LLC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 274343158 INACTIVE FL NA SWFLCF SUPPORT ORGANIZATION INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 300958830 SUP ORG FL 501C3 12A N/A false PEDRO CUBAN PETE ENDOWMENT INC 2031 JACKSON STREET SUITE 100 FORT MYERS FL 33901 843583084 SUP ORG FL 501C3 12A N/A false false false false false false false false false false false true true false false false false false false false SWFLCF SUPPORT ORGANIZATION INC L 7534 ACTUAL COST SWFLCF SUPPORT ORGANIZATION INC K 164000 RENT - COMPARABLE VALUE PEDRO (CUBAN PETE) ENDOWMENT INC L 30000 ACTUAL COST