SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2025-11-09
IRS object ID: 202543139349300229
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-09T15:20:30-06:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596580974	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAWN BELAMARICH	PersonNm
Person Title	PRESIDENT/ CEO	PersonTitleTxt
Phone	2399392233	PhoneNum
Signature	2025-11-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDY CAMPOS	PreparerPersonNm
PTIN	P00448102	PTIN
Phone	5032421447	PhoneNum
Preparation	2025-11-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

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

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$42,465,925	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COLLABORATORY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE OTHE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	38	TotalEmployeeCnt
Total Volunteers	231	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$19,984,361	PYContributionsGrantsAmt
CY Contributions Grants	$21,481,573	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$8,152,026	PYInvestmentIncomeAmt
CY Investment Income	$10,185,417	CYInvestmentIncomeAmt
PY Other Revenue	-$17,393	PYOtherRevenueAmt
CY Other Revenue	-$252,730	CYOtherRevenueAmt
PY Total Revenue	$28,118,994	PYTotalRevenueAmt
CY Total Revenue	$31,414,260	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,465,141	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$8,318,465	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,037,857	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,715,414	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$795,355	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,797,903	PYOtherExpensesAmt
CY Other Expenses	$7,646,820	CYOtherExpensesAmt
PY Total Expenses	$17,300,901	PYTotalExpensesAmt
CY Total Expenses	$19,680,699	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,818,093	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$11,733,561	CYRevenuesLessExpensesAmt
Total Assets BOY	$162,968,322	TotalAssetsBOYAmt
Total Assets EOY	$183,474,472	TotalAssetsEOYAmt
Total Liabilities BOY	$7,887,712	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,587,223	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$155,080,610	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$174,887,249	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE OCOLLABORATORY IS A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED TO COORDINATING THE SOLVING OF SOUTHWEST FLORIDA'S MAJOR SOCIAL PROBLEMS BY 2040. SINCE OUR FOUNDING IN 1976, WE HAVE BEEN SUPPORTING LOCAL CAUSES AND NONPROFIT WORK, BUT UNFORTUNATELY, MANY OF OUR SOCIAL ISSUES CONTINUE TO STAY THE SAME OR GET WORSE. WE BELIEVE STRONGLY IN THE TRADITIONAL WORK WE DO BUT ARE ALSO COMMITTED TO MAKING A DEEPER IMPACT GOING TO THE ROOT CAUSE OF THE SOCIAL ISSUES PLAGUING OUR REGION. WE ARE A COMMUNITY FOUNDATION WITH OVER $100 MILLION GRANTED OVER THE YEARS, JOINED WITH A MUCH LARGER EFFORT IN COMMUNITY LEADERSHIP. BY BRINGING PEOPLE TOGETHER, WE'RE TACKLING THE ROOT CAUSE AND UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,799,318	ExpenseAmt
Grant	$3,416,332	GrantAmt
Desc	NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION, DBA COLLABORATORY RETAINS FULL DISCRETION OF DISBURSEMENTAPPROVALS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,745,845	ExpenseAmt
Grant	$919,486	GrantAmt
Desc	SCHOLARSHIP FUNDS ARE DESIGNED TO MEET THE DONOR'S INTENT AND WISHES. SCHOLARSHIP AWARDS MADE THROUGH THE FOUNDATION'S, DBA COLLABORATORY SCHOLARSHIP PROGRAM FOLLOWING GUIDELINES AND PROCESSES THAT INCLUDE APPLICATIONS, NONDISCRIMINATORY SELECTIONS, AND PAYMENT EXECUTION PROCESSES. THE FOUNDATION, DBA COLLABORATORY DISTRIBUTES SCHOLARSHIP AWARDS DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE AWARDED STUDENT. THE SCHOLARSHIP PROCESS HAS BEEN REFINED TO INCREASE MULTI-YEAR SCHOLARSHIPS, TO ASSIST ALL STUDENT APPLICANTS (REGARDLESS OF RACE, ETHNICITY, GENDER, ETC.) BY OPENING MORE SCHOLARSHIP FUNDING OPPORTUNITIES BASED ON THE STUDENT APPLICANT'S ELIGIBILITY, AND TO ASSIST STUDENTS SEEKING CERTIFICATIONS FROM TECHNICAL COLLEGES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,708,409	ExpenseAmt
Grant	$899,769	GrantAmt
Desc	COMPETITIVE GRANTS ARE FUNDED BY FIELD OF INTEREST AND UNRESTRICTED FUNDS. ALIGNED WITH THE GOALS OF COLLABORATORY, COMPETITIVE GRANTS ARE USED TO FUND THE BANDWIDTH REQUIRED FOR COALITIONS TO START AND SUSTAIN. PRIORITIES ARE DETERMINED BY A CALL FOR INFORMATION FROM INTERESTED ORGANIZATIONS. GRANTS ARE TO BE AWARDED TO NONPROFITS THAT SERVE AS THE BACKBONE FOR A COALITION THAT ADDRESSES THE WHOLE SYSTEM, SUCH AS HOUSING OR HEALTH AND WELLNESS. FUNDING IS FOR THREE YEARS, CONTINGENT ON SUCCESSFUL PERFORMANCE EACH YEAR.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,677,588	ExpenseAmt
Grant	$3,082,878	GrantAmt
Desc	COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,677,588	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$3,082,878	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$15,931,160	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	38	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	38	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DAWN BELAMARICH
CHAIR/ PRESIDENT	55.00	6.00	Yes (X)	Yes (X)	$297,684	$0	$26,605
GAIL MARKHAM
CHAIR	3.00		Yes (X)	Yes (X)	$0	$0	$0
GARY GRIFFIN
VICE CHAIR & SECRETARY/TREASURER	3.00		Yes (X)	Yes (X)	$0	$0	$0
DALE REISS
TRUSTEE	3.00		Yes (X)		$0	$0	$0
DAMON ROMANELLO
TRUSTEE	3.00		Yes (X)		$0	$0	$0
FRED MOON
TRUSTEE	3.00		Yes (X)		$0	$0	$0
HARRISON S KNIGHT
TRUSTEE	3.00		Yes (X)		$0	$0	$0
JUAN BENDECK
TRUSTEE	3.00		Yes (X)		$0	$0	$0
JULIE BEN-SUSAN
TRUSTEE	3.00		Yes (X)		$0	$0	$0
KAREN WATSON
TRUSTEE	3.00		Yes (X)		$0	$0	$0
KHANDYCE MOSELY
TRUSTEE	3.00		Yes (X)		$0	$0	$0
LAUREN DRASITES
TRUSTEE	3.00		Yes (X)		$0	$0	$0
LILLIE RENTZ
TRUSTEE	3.00		Yes (X)		$0	$0	$0
MALIKE ADIGUN
TRUSTEE	3.00		Yes (X)		$0	$0	$0
ROSEMARY FLLORI
TRUSTEE	3.00		Yes (X)		$0	$0	$0
SALLY JACKSON
TRUSTEE	3.00		Yes (X)		$0	$0	$0
SUZANNE BOY
TRUSTEE	3.00		Yes (X)		$0	$0	$0
TESSA LESAGE
CHIEF IMPACT OFFICER	50.00			Yes (X)	$170,140	$0	$21,239
JONATHAN ROMINE
CHIEF OPERATIONS OFFICER	50.00			Yes (X)	$158,262	$0	$20,541
JOSEPH BRAUN
CHIEF PHILANTHROPY OFFICER	50.00	1.00		Yes (X)	$102,416	$0	$11,158
MARINA NASSIF
CFO (THROUGH 07/23/24)	50.00			Yes (X)	$93,539	$0	$12,782
SHARON RALSTON
CFO (AS OF 9/5/24)	50.00	7.00		Yes (X)	$120,688	$0	$20,264
ALEX BREAULT
PARTNERSHIP MANAGER	40.00				$100,800	$0	$25,645	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,043,529	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$138,234	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SEI INVESTMENTS
1 FREEDOM VALLEY DR	OAKS	PA	19456	INVESTMENT MANAGEMENT	$268,622
MADELEINE KAHN
1243 GLEN AVE	BERKELEY	CA	94708	GRANT WRITING	$216,950
AGL SOLUTIONS LLC
4600 SUMMERLIN RD STE C2-284	FORT MYERS	FL	33919	PUBLIC POLICY	$199,992
MELISSA SEVERANCE
10190 SWEETGRASS CIR	NAPLES	FL	34104	TRAINING PROGRAM DEVELOPMENT	$137,476

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Government Grants	$6,698,856	GovernmentGrantsAmt
All Other Contributions	$14,782,717	AllOtherContributionsAmt
Noncash Contributions	$7,384,844	NoncashContributionsAmt
Total Contributions	$21,481,573	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,078,202	TotalRevenueColumnAmt
Exclusion	$4,078,202	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$94,124	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$507,173	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$413,049	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$413,049	TotalRevenueColumnAmt
Exclusion	-$413,049	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$16,651,707	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$10,544,492	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,107,215	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,107,215	TotalRevenueColumnAmt
Exclusion	$6,107,215	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
REIMBURSEMENT INCOME	900099	$93,731	$93,731
MISCELLANEOUS INCOME	900099	$66,588	$66,588

Field	Value	IRS element (for citing)
Other Revenue Total	$160,319	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,414,260	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,932,687	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,421,457	TotalAmt
Program Services	$5,421,457	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$2,832,008	TotalAmt
Program Services	$2,832,008	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$65,000	TotalAmt
Program Services	$65,000	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,093,719	TotalAmt
Program Services	$732,792	ProgramServicesAmt
Management And General	$284,367	ManagementAndGeneralAmt
Fundraising	$76,560	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,105,575	TotalAmt
Program Services	$1,410,735	ProgramServicesAmt
Management And General	$547,450	ManagementAndGeneralAmt
Fundraising	$147,390	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$50,304	TotalAmt
Program Services	$33,704	ProgramServicesAmt
Management And General	$13,079	ManagementAndGeneralAmt
Fundraising	$3,521	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$308,654	TotalAmt
Program Services	$206,798	ProgramServicesAmt
Management And General	$80,250	ManagementAndGeneralAmt
Fundraising	$21,606	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$157,162	TotalAmt
Program Services	$105,299	ProgramServicesAmt
Management And General	$40,862	ManagementAndGeneralAmt
Fundraising	$11,001	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,449	TotalAmt
Program Services	$1,641	ProgramServicesAmt
Management And General	$637	ManagementAndGeneralAmt
Fundraising	$171	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$109,527	TotalAmt
Program Services	$73,383	ProgramServicesAmt
Management And General	$28,477	ManagementAndGeneralAmt
Fundraising	$7,667	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$50,000	TotalAmt
Program Services	$33,500	ProgramServicesAmt
Management And General	$13,000	ManagementAndGeneralAmt
Fundraising	$3,500	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$385,246	TotalAmt
Program Services	$258,115	ProgramServicesAmt
Management And General	$100,164	ManagementAndGeneralAmt
Fundraising	$26,967	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,162,006	TotalAmt
Program Services	$2,788,544	ProgramServicesAmt
Management And General	$1,082,122	ManagementAndGeneralAmt
Fundraising	$291,340	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$200,906	TotalAmt
Program Services	$134,607	ProgramServicesAmt
Management And General	$52,236	ManagementAndGeneralAmt
Fundraising	$14,063	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$346,816	TotalAmt
Program Services	$232,367	ProgramServicesAmt
Management And General	$90,172	ManagementAndGeneralAmt
Fundraising	$24,277	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$178,053	TotalAmt
Program Services	$119,295	ProgramServicesAmt
Management And General	$46,294	ManagementAndGeneralAmt
Fundraising	$12,464	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$26,957	TotalAmt
Program Services	$18,061	ProgramServicesAmt
Management And General	$7,009	ManagementAndGeneralAmt
Fundraising	$1,887	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$120,415	TotalAmt
Program Services	$80,678	ProgramServicesAmt
Management And General	$31,308	ManagementAndGeneralAmt
Fundraising	$8,429	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$160,451	TotalAmt
Program Services	$107,502	ProgramServicesAmt
Management And General	$41,717	ManagementAndGeneralAmt
Fundraising	$11,232	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$120,313	TotalAmt
Program Services	$80,610	ProgramServicesAmt
Management And General	$31,281	ManagementAndGeneralAmt
Fundraising	$8,422	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CREDIT LOSS ALLOWANCE	$1,149,829	$770,385	$298,956	$80,488
DIRECT PROGRAM EXPENSES	$440,838	$295,361	$114,618	$30,859
DUES & SUBSCRIPTIONS	$117,803	$78,928	$30,629	$8,246
DONOR RELATIONS	$40,533	$27,157	$10,539	$2,837

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,678	TotalAmt
Program Services	$23,233	ProgramServicesAmt
Management And General	$9,017	ManagementAndGeneralAmt
Fundraising	$2,428	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,680,699	TotalAmt
Program Services	$15,931,160	ProgramServicesAmt
Management And General	$2,954,184	ManagementAndGeneralAmt
Fundraising	$795,355	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,906,803	BOYAmt
EOY	$4,043,024	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,404,592	BOYAmt
EOY	$1,323,092	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$623,439	BOYAmt
EOY	$326,694	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,193,803	BOYAmt
EOY	$134,519	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$153,470	BOYAmt
EOY	$106,941	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$12,077,047	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,668,453	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$9,610,703	BOYAmt
EOY	$9,408,594	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$127,645,054	BOYAmt
EOY	$144,576,605	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$20,430,458	BOYAmt
EOY	$23,555,003	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$162,968,322	BOYAmt
EOY	$183,474,472	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$340,520	BOYAmt
EOY	$268,458	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,282,303	BOYAmt
EOY	$2,160,871	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$873,659	BOYAmt
EOY	$643,942	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$2,805,583	BOYAmt
EOY	$3,955,099	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,585,647	BOYAmt
EOY	$1,558,853	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,887,712	BOYAmt
EOY	$8,587,223	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	$121,132,424	BOYAmt
EOY	$151,325,789	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$155,080,610	BOYAmt
EOY	$174,887,249	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$162,968,322	BOYAmt
EOY	$183,474,472	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$11,733,561	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,091,245	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,981,833	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,891,415	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,089,215	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,771,646	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,984,361	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,481,573	CurrentTaxYearAmt
Total	$74,218,210	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,891,415	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,089,215	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,771,646	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,984,361	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,481,573	CurrentTaxYearAmt
Total	$74,218,210	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$19,121,219	SubstantialContributorsTotAmt
Public Support Total170	$55,096,991	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,875,842	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,356,988	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,588,050	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,384,788	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,172,326	CurrentTaxYearAmt
Total	$14,377,994	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$160,319	CurrentTaxYearAmt
Total	$160,319	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$88,756,523	TotalSupportAmt
Gross Receipts Rltd Activities	$2,163,884	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.62080	PublicSupportCY170Pct
Public Support PY170	0.67700	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	132	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	3	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$7,171,137	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$3,960	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$2,931,504	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$3,000	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$35,032,693	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$306,432	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

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

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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

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

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$109,674,770	BeginningYearBalanceAmt
Contributions	$10,189,940	ContributionsAmt
Investment Earnings Or Losses	$13,476,956	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,361,330	GrantsOrScholarshipsAmt
Administrative Expenses	$1,965,301	AdministrativeExpensesAmt
End Year Balance	$126,015,035	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98980	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01020	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,849,819	OtherCostOrOtherBasisAmt
Depreciation	$2,392,198	DepreciationAmt
Book Value	$8,457,621	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$894,225	OtherCostOrOtherBasisAmt
Book Value	$894,225	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$333,003	OtherCostOrOtherBasisAmt
Depreciation	$276,255	DepreciationAmt
Book Value	$56,748	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,408,594	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
SPLIT INTEREST AGREEMENTS AND REMAINDER	$23,363,823
OTHER ASSETS	$191,180

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$23,555,003	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY OBLIGATIONS	Desc
Amt	$1,558,853	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,558,853	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	EUROPE	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	GRANTS TO RECIPIENTS LOCATED IN THE REGION	TypeOfActivitiesConductedTxt
Region Total Expenditures	$65,000	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$65,000	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$65,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	EUROPE (INCLUDING ICELAND & GREENLAND)	RegionTxt
Purpose Of Grant	GENERAL SUPPORT	PurposeOfGrantTxt
Cash Grant	$65,000	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (166 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ALL HOUND RESCUE OF FLORIDA INC
2741 SW PALACE AVE	PORT ST LUCIE	FL	34987	921353870	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
ALL SEATED IN A BARN
1925 NUTE ST	BAKERSFIELD	CA	93312	825455179	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)(3)	$16,000	$0	GENERAL OPERATING SUPPORT
ALLINA HEALTH FOUNDATION
2925 CHICAGO AVE MAIL ROUTE 10721	MINNEAPOLIS	MN	55407	274116873	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
ALPHA & OMEGA FREEDOM MINISTRIES INC
102 W CARLTON ST	WAUCHULA	FL	33873	592735813	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
AMERICAN DIABETES ASSOCIATION
1511 N WESTSHORE BLVD STE 980	TAMPA	FL	33607	131623888	501(C)(3)	$15,942	$0	GENERAL OPERATING SUPPORT
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY OF ANIMALS
424 E 92ND ST	NEW YORK	NY	10128	131623829	501(C)(3)	$5,872	$0	GENERAL OPERATING SUPPORT
ANIMAL REFUGE CENTER INC
PO BOX 62605	FORT MYERS	FL	33906	650057419	501(C)(3)	$54,698	$0	GENERAL OPERATING SUPPORT
ANIMAL RESCUE OF LABELLE INC
PO BOX 2441	LABELLE	FL	33935	650404638	501(C)(3)	$13,358	$0	GENERAL OPERATING SUPPORT
BAGS BASSET RESCUE
3555 ANDERSON AVE	MINERVA	OH	44657	460555417	501(C)(3)	$7,500	$0	GENERAL OPERATING SUPPORT
BAILEY-MATTHEWS NATIONAL SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)(3)	$9,930	$0	GENERAL OPERATING SUPPORT
BATTLE CREEK COMMUNITY FOUNDATION
32 W MICHIGAN AVE STE 1	BATTLE CREEK	MI	49017	382045459	501(C)(3)	$11,253	$0	GENERAL OPERATING SUPPORT
BIDEAWEE INC
410 E 38TH ST	NEW YORK	NY	10016	131655210	501(C)(3)	$9,591	$0	GENERAL OPERATING SUPPORT
BOBBY HOLLOWAY MEMORIAL CORP
PO BOX 712	SAINT JAMES CITY	FL	33956	650962579	501(C)(3)	$55,069	$0	GENERAL OPERATING SUPPORT
BOBBY NICHOLS FIDDLESTICKS FOUNDATION INC
15391 CANONGATE DR	FORT MYERS	FL	33912	043649766	501(C)(3)	$12,000	$0	GENERAL OPERATING SUPPORT
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK CT	BONITA SPRINGS	FL	34134	473563908	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
BONITA SPRINGS YMCA
27200 KENT RD	BONITA SPRINGS	FL	34135	363258696	501(C)(3)	$27,000	$0	GENERAL OPERATING SUPPORT
BOYS & GIRLS CLUBS OF LEE COUNTY INC
PO BOX 62736	FORT MYERS	FL	33906	592013870	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
BOYS AND GIRLS CLUBS OF POLK COUNTY INC
PO BOX 763	LAKELAND	FL	33802	590171815	501(C)(3)	$5,689	$0	GENERAL OPERATING SUPPORT
BRIDGE A LIFE INC
1680 FRUITVILLE RD STE 312B	SARASOTA	FL	34236	462391027	501(C)(3)	$40,000	$0	GENERAL OPERATING SUPPORT
BRIDGE TO A CURE FOUNDATION
42881 LAKE BABCOCK DR STE 200	BABCOCK RANCH	FL	33982	843024608	501(C)(3)	$11,000	$0	GENERAL OPERATING SUPPORT
BUILDING ON LOVE
244 N MOHAWK ST	COHOES	NY	12047	270524296	501(C)(3)	$8,500	$0	GENERAL OPERATING SUPPORT
CALOOSA HUMANE SOCIETY INC
PO BOX 2337	LABELLE	FL	33975	650759567	501(C)(3)	$46,026	$0	GENERAL OPERATING SUPPORT
CALUSA NATURE CENTER & PLANETARIUM INC
3450 ORTIZ AVE	FORT MYERS	FL	33905	237090889	501(C)(3)	$135,000	$0	GENERAL OPERATING SUPPORT
CANTERBURY SCHOOL CORPORATION
8141 COLLEGE PKWY	FORT MYERS	FL	33919	591058089	501(C)(3)	$7,277	$0	GENERAL OPERATING SUPPORT
CAPE CORAL ANIMAL SHELTER
325 SW 2ND AVE	CAPE CORAL	FL	33991	813632884	501(C)(3)	$56,000	$0	GENERAL OPERATING SUPPORT
CAPTIVA CHAPEL BY THE SEA
PO BOX 188	CAPTIVA	FL	33924	596143042	501(C)(3)	$34,352	$0	GENERAL OPERATING SUPPORT
CGR S MISSION INC
18481 N TAMIAMI TRAIL	FORT MYERS	FL	33903	813236064	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
CHARITABLE FOUNDATION OF THE ISLANDS INC
2460 PALM RIDGE RD STE 1	SANIBEL	FL	33957	274027791	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
CHARLOTTE COUNTY PUBLIC SCHOOLS CHARLOTTE TECHNICAL COLLEGE
18150 MURDOCK CIR	PORT CHARLOTTE	FL	33948	596000539	501(C)(3)	$13,000	$0	GENERAL OPERATING SUPPORT
CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC
PO BOX 512876	PUNTA GORDA	FL	33951	592853001	501(C)(3)	$30,253	$0	GENERAL OPERATING SUPPORT
CHILDREN'S ADVOCACY CENTER OF SW FLORIDA INC
3830 EVANS AVE	FORT MYERS	FL	33901	650007620	501(C)(3)	$19,922	$0	GENERAL OPERATING SUPPORT
CHRIST LUTHERAN CHURCH
3816 S 12TH ST	SHEBOYGAN	WI	53081	391232963	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
CLINIC FOR THE REHABILITATION OF WILDLIFE INC
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)(3)	$28,046	$0	GENERAL OPERATING SUPPORT
COMMUNITIES REACHING OUT INC
908 N GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)(3)	$10,261	$0	GENERAL OPERATING SUPPORT
COMMUNITY COOPERATIVE INC
PO BOX 2143	FORT MYERS	FL	33902	592602772	501(C)(3)	$6,033	$0	GENERAL OPERATING SUPPORT
COMMUNITY FOUNDATION OF NORTH FLORIDA
3600 MACLAY BLVD S STE 200	TALLAHASSEE	FL	32312	593473384	501(C)(3)	$10,209	$0	GENERAL OPERATING SUPPORT
COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC
4 VANDERBILT PARK DR STE 300	ASHEVILLE	NC	28803	561223384	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
PO BOX 1870	MERRIFIELD	VA	22116	131685039	501(C)(3)	$5,872	$0	GENERAL OPERATING SUPPORT
CORNERSTONE CHURCH OF FORT MYERS
3220 DR MARTIN LUTHER KING JR BLVD	FORT MYERS	FL	33916	591613511	501(C)(3)	$10,520	$0	GENERAL OPERATING SUPPORT
COUNCIL ON FOUNDATIONS
PO BOX 715674	PHILADELPHIA	PA	19171	136068327	501(C)(3)	$8,750	$0	GENERAL OPERATING SUPPORT
COVENANT PRESBYTERIAN CHURCH OF FORT MYERS
2439 MCGREGOR BLVD	FORT MYERS	FL	33901	591150677	501(C)(3)	$11,766	$0	GENERAL OPERATING SUPPORT
DIOCESE OF VENICE IN FLORIDA INC
1000 PINEBROOK RD	VENICE	FL	34285	271988145	501(C)(3)	$30,000	$0	GENERAL OPERATING SUPPORT
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5023	HAGERSTOWN	MD	217415023	133433452	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
EARTH SHINE INSTITUTE INC
6774 WIDMER RD	SHAWNEE	KS	66216	320042299	501(C)(3)	$6,733	$0	GENERAL OPERATING SUPPORT
EDISON SAILING CENTER
1420 DEL RIO DR	FORT MYERS	FL	33901	592635134	501(C)(3)	$5,571	$0	GENERAL OPERATING SUPPORT
ESTERO FOREVER FOUNDATION
PO BOX 763	ESTERO	FL	33928	842466890	501(C)(3)	$123,758	$0	GENERAL OPERATING SUPPORT
EVANGELISTIC WORKS INC
12925 PALM BEACH BLVD	FORT MYERS	FL	33905	591752959	501(C)(3)	$15,000	$0	GENERAL OPERATING SUPPORT
FEEDING AMERICA
161 NORTH CLARK ST	CHICAGO	IL	60601	363673599	501(C)(3)	$5,872	$0	GENERAL OPERATING SUPPORT
FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DR	NAPLES	FL	34109	440610626	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
FINDING HOPE FARM
299 SPRAWLS FARM RD	WILLISTON	SC	29853	873106415	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
FINEMARK NATIONAL BANK & TRUST
8695 COLLEGE PKWY STE 100	FORT MYERS	FL	33919	208075599	501(C)(3)	$260,185	$0	GENERAL OPERATING SUPPORT
FIREHOUSE COMMUNITY THEATRE INC
241 N BRIDGE ST	LABELLE	FL	33935	650421554	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
FIRST PRESBYTERIAN CHURCH
2438 2ND ST	FORT MYERS	FL	33901	590823943	501(C)(3)	$7,585	$0	GENERAL OPERATING SUPPORT
FIRST PRESBYTERIAN CHURCH OF BONITA SPRINGS INC
9751 BONITA BEACH RD	BONITA SPRINGS	FL	34135	591622501	501(C)(3)	$69,728	$0	GENERAL OPERATING SUPPORT
FLORIDA ARTS INC
2301 1ST ST	FORT MYERS	FL	33901	311536036	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S	FORT MYERS	FL	33965	650753801	LEE COUNTY	$20,000	$0	GENERAL OPERATING SUPPORT
FLORIDA GULF COAST UNIVERSITY FOUNDATION INC
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)(3)	$76,430	$0	GENERAL OPERATING SUPPORT
FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC
405 WHITE ST	DAYTONA BEACH	FL	32114	237377066	501(C)(3)	$5,847	$0	GENERAL OPERATING SUPPORT
FLORIDA SOUTHERN COLLEGE
111 LAKE HOLLINGSWORTH DR	LAKELAND	FL	33801	590624401	501(C)(3)	$15,942	$0	GENERAL OPERATING SUPPORT
FLORIDA SOUTHWESTERN STATE COLLEGE
8099 COLLEGE PKWY	FORT MYERS	FL	33919	591211051	POLK COUNTY	$10,000	$0	GENERAL OPERATING SUPPORT
FORT MYERS CHRISTIAN CHURCH
5916 WINKLER RD	FORT MYERS	FL	33919	596553153	501(C)(3)	$30,000	$0	GENERAL OPERATING SUPPORT
FORT MYERS COMMUNITY CONCERT ASSOCIATION INC
PO BOX 606	FORT MYERS	FL	33902	591739068	501(C)(3)	$11,695	$0	GENERAL OPERATING SUPPORT
FORT MYERS RESCUE MISSION
6900 MISSION LN	FORT MYERS	FL	33916	592469860	501(C)(3)	$8,347	$0	GENERAL OPERATING SUPPORT
FOUNDATION FOR NATIONAL PROGRESS
222 SUTTER ST 600	SAN FRANCISICO	CA	94108	942282759	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
FOUNDATION FOR ORGAN DONATION AND SARCOIDOSIS AWARENESS INC
11855 ADONCIA WAY 3203	FORT MYERS	FL	33912	932640884	501(C)(3)	$44,000	$0	GENERAL OPERATING SUPPORT
FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
400 WINDING CREEK BLVD	MECHANICSBURG	PA	17050	231511600	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
GERMAN METHODIST CHURCH PRESERVATION ASSOCIATION
21063 COUNTY RD K	WEST UNITY	OH	43570	205119505	501(C)(3)	$10,536	$0	GENERAL OPERATING SUPPORT
GLOBAL SCHOLARS
PO BOX 12147	OVERLAND PARK	KS	66282	561627401	501(C)(3)	$8,000	$0	GENERAL OPERATING SUPPORT
GUADALUPE CENTER INC
509 HOPE CIR	IMMOKALEE	FL	34142	592617151	501(C)(3)	$13,373	$0	GENERAL OPERATING SUPPORT
GULF COAST COMMUNITY FOUNDA
601 TAMIAMI TRAIL S	VENICE	FL	34285	591052433	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST	FORT MYERS	FL	33916	590806978	501(C)(3)	$49,546	$0	GENERAL OPERATING SUPPORT
HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC
12751 NEW BRITTANY BLVD STE 100	FORT MYERS	FL	33907	592236174	501(C)(3)	$109,468	$0	GENERAL OPERATING SUPPORT
HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA
3760 FOWLER ST	FORT MYERS	FL	33901	592332120	501(C)(3)	$39,611	$0	GENERAL OPERATING SUPPORT
HEALTHCARE NETWORK OF SOUTHWEST FLORIDA
3520 KRAFT RD STE 100	NAPLES	FL	34105	591741277	501(C)(3)	$40,000	$0	GENERAL OPERATING SUPPORT
HEALTHY START COALITION OF SWFL INC
1921 JEFFERSON AVE	FORT MYERS	FL	33901	650378720	501(C)(3)	$52,000	$0	GENERAL OPERATING SUPPORT
HEIGHTS FOUNDATION INC
15570 HAGIE DR	FORT MYERS	FL	33908	651003872	501(C)(3)	$25,161	$0	GENERAL OPERATING SUPPORT
HENDRY COUNTY ECONOMIC DEVELOPMENT COUNCIL
PO BOX 2518	LABELLE	FL	33975	650783834	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980	LABELLE	FL	33975	596000641	HENDRY COUNTY	$30,400	$0	GENERAL OPERATING SUPPORT
HIGHLANDS HISTORICAL SOCIETY
PO BOX 670 524 N 4TH ST	HIGHLANDS	NC	28741	561242178	501(C)(3)	$7,500	$0	GENERAL OPERATING SUPPORT
HOLY TRINITY HIGH SCHOOL
1443 W DIVISION ST	CHICAGO	IL	60642	362431052	501(C)(3)	$100,000	$0	GENERAL OPERATING SUPPORT
HOPE CLUBHOUSE OF SOUTHWEST FLORIDA INC
3602 BROADWAY	FORT MYERS	FL	33901	300437443	501(C)(3)	$90,632	$0	GENERAL OPERATING SUPPORT
HOPE HOSPICE
9470 HEALTH PARK CIR	FORT MYERS	FL	33908	592128697	501(C)(3)	$15,942	$0	GENERAL OPERATING SUPPORT
HOPE HOSPICE AND COMMUNITY SERVICES INC
9470 HEALTH PARK CIR	FORT MYERS	FL	33908	592128697	501(C)(3)	$22,661	$0	GENERAL OPERATING SUPPORT
HORSES WITHOUT HUMANS RESCUE
6191 N HWY 129	BELL	FL	32619	822321776	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
IMAGINARIUM GROUP INC
2000 CRANFORD AVE	FORT MYERS	FL	33916	650226984	501(C)(3)	$7,525	$0	GENERAL OPERATING SUPPORT
KINDRED HEARTS ANIMAL RESCUE & SANCTUARY INC
11514 S COUNTY RD 39	LITHIA	FL	33547	993201638	501(C)(3)	$35,000	$0	GENERAL OPERATING SUPPORT
LABELLE FREE PUBLIC LIBRARY INC
461 N MAIN ST	LABELLE	FL	33935	596158142	501(C)(3)	$15,000	$0	GENERAL OPERATING SUPPORT
LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE
6835 INTERNATIONAL CENTER BLVD 4	FORT MYERS	FL	33912	202640022	501(C)(3)	$22,500	$0	GENERAL OPERATING SUPPORT
LEE COUNTY ALLIANCE OF THE ARTS INC
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)(3)	$5,438	$0	GENERAL OPERATING SUPPORT
LEE COUNTY DOMESTIC ANIMAL SERVICES
5600 BANNER DRIVE	FORT MYERS	FL	33912	596000702	LEE COUNTY	$19,182	$0	GENERAL OPERATING SUPPORT
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER CT	FORT MYERS	FL	33908	592668992	501(C)(3)	$7,892	$0	GENERAL OPERATING SUPPORT
LEE COUNTY LIBRARY SYSTEM
2201 2ND ST 400	FORT MYERS	FL	33901	596000702	LEE COUNTY	$12,143	$0	GENERAL OPERATING SUPPORT
LEE HEALTH FOUNDATION
9800 S HEALTHPARK DR STE 405	FORT MYERS	FL	33908	650645343	501(C)(3)	$28,400	$0	GENERAL OPERATING SUPPORT
LEE HEALTH SYSTEM INC
9800 HEALTHPARK DR STE 405	FORT MYERS	FL	33908	992646504	501(C)(3)	$15,942	$0	GENERAL OPERATING SUPPORT
LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
9800 S HEALTHPARK DR STE 405	FORT MYERS	FL	33908	650645343	501(C)(3)	$18,543	$0	GENERAL OPERATING SUPPORT
LEGACY FOUNDATION AT SHELL POINT INC
15010 SHELL POINT BLVD	FORT MYERS	FL	33908	800002415	501(C)(3)	$21,689	$0	GENERAL OPERATING SUPPORT
LEHIGH ACRES COMMUNITY SERVICES INC
201 PLAZA DR STE 103	LEHIGH ACRES	FL	33936	591773738	501(C)(3)	$86,744	$0	GENERAL OPERATING SUPPORT
LOVE JUSTICE INTERNATIONAL
PO BOX 67195	LINCOLN	NE	68506	710982808	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
MAINE COMMUNITY FOUNDATION
245 MAIN ST	ELLSWORTH	ME	04605	010391479	501(C)(3)	$900,000	$0	GENERAL OPERATING SUPPORT
MAKE-A-WISH FOUNDATION OF SOUTHERN FLORIDA INC
3655 BONITA BEACH RD STE 3	BONITA SPRINGS	FL	34134	592620322	501(C)(3)	$22,500	$0	GENERAL OPERATING SUPPORT
MARANATHA BIBLE AND MISSIONARY CONFERENCE INC
4759 LAKE HARBOR RD	NORTON SHORES	MI	49441	381558540	501(C)(3)	$34,000	$0	GENERAL OPERATING SUPPORT
MARANATHA BIBLE CHURCH
4701 N CANFIELD AVE	NORRIDGE	IL	60706	873509190	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
MERCY CHEFS
PO BOX 9095	CHESAPEAKE	VA	23321	205050449	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
MILLCREEK-WEST UNITY HILLTOP HIGH SCHOOL
1401 W JACKSON ST	WEST UNITY	OH	43570	341388179	WILLIAMS COUNTY	$15,942	$0	GENERAL OPERATING SUPPORT
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NW	WASHINGTON	DC	20005	521238810	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
NATURE'S COVE INC
18060 ELMWOOD DR	ALVA	FL	33920	650697850	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
NEW HOPE PRESBYTERIAN CHURCH OF SOUTHWEST FLORIDA INC
10051 PLANTATION RD	FORT MYERS	FL	33966	262481432	501(C)(3)	$8,072	$0	GENERAL OPERATING SUPPORT
NEW HORIZONS OF SOUTHWEST FLORIDA INC
PO BOX 111833	NAPLES	FL	34108	113678086	501(C)(3)	$9,068	$0	GENERAL OPERATING SUPPORT
NEW LIFE CENTERS
6111 S POINTE BLVD	FORT MYERS	FL	33919	542133463	501(C)(3)	$5,200	$0	GENERAL OPERATING SUPPORT
NOBILO FOUNDATION INC
9460 THURLOE PLACE	ORLANDO	FL	32827	453454562	501(C)(3)	$8,000	$0	GENERAL OPERATING SUPPORT
NORTH NAPLES UNITED METHODIST CHURCH
6000 GOODLETTE FRANK RD	N NAPLES	FL	34109	591383829	501(C)(3)	$7,500	$0	GENERAL OPERATING SUPPORT
NYKOL'S RESCUES INC
2164 NW BARROW AVE	ARCADIA	FL	34266	811240249	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
OBLATES OF ST FRANCIS DE SALES
2200 KENTMERE PKWY	WILMINGTON	DE	19806	270255063	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
OCTAGON WILDLIFE SANCTUARY
41660 HORSESHOE RD	PUNTA GORDA	FL	33982	592298305	501(C)(3)	$26,058	$0	GENERAL OPERATING SUPPORT
ORGAN TRANSPLANT RECIPIENTS OF SW FLORIDA INC
1110 NE 2ND PLACE	CAPE CORAL	FL	33909	043634834	501(C)(3)	$15,000	$0	GENERAL OPERATING SUPPORT
OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC
7438 CARRIER RD	FORT MYERS	FL	33967	650510103	501(C)(3)	$20,500	$0	GENERAL OPERATING SUPPORT
PARKINSON'S FOUNDATION INC
200 SE 1ST ST STE 800	MIAMI	FL	33131	131866796	501(C)(3)	$32,819	$0	GENERAL OPERATING SUPPORT
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
501 FRONT ST	NORFOLK	VA	23510	521218336	501(C)(3)	$5,872	$0	GENERAL OPERATING SUPPORT
PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVE NW STE 400	WASHINGTON	DC	20016	521394893	501(C)(3)	$5,872	$0	GENERAL OPERATING SUPPORT
PREGNANCY RESOURCE CENTER OF SWFL
9911 CORKSCREW RD STE 201	ESTERO	FL	33928	593427729	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC
16100 ROSERUSH CT	FORT MYERS	FL	33908	113704163	501(C)(3)	$22,500	$0	GENERAL OPERATING SUPPORT
RVR HORSE RESCUE INC
1710 W STATE RD 60	PLANT CITY	FL	33567	451536701	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
S S CYRIL & METHODIUS CATHOLIC CONGREGATION
1439 S 12TH ST	SHEBOYGAN	WI	53081	390808529	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
SOUTHEAST BEAGLE RESCUE
PO BOX 2363	VALRICO	FL	33595	274534486	501(C)(3)	$15,500	$0	GENERAL OPERATING SUPPORT
SALUSCARE INC
3763 EVANS AVE	FORT MYERS	FL	33901	591287693	501(C)(3)	$5,698	$0	GENERAL OPERATING SUPPORT
SALVATION ARMY OF LEE HENDRY AND GLADES COUNTIES
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)(3)	$34,067	$0	GENERAL OPERATING SUPPORT
SALVATION ARMY OF PORT CHARLOTTE
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)(3)	$5,784	$0	GENERAL OPERATING SUPPORT
SAMARITAN'S PURSE
PO BOX 3000	BOONE	NC	28607	581437002	501(C)(3)	$24,000	$0	GENERAL OPERATING SUPPORT
SAVE THE CHIMPS
16891 CAROLE NOON LN	FORT PIERCE	FL	34945	650789748	501(C)(3)	$5,872	$0	GENERAL OPERATING SUPPORT
SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BLVD	FORT MYERS	FL	33966	592637849	LEE COUNTY	$65,000	$0	GENERAL OPERATING SUPPORT
SEW & SEWS INC
3291 SANCTUARY POINT	FORT MYERS	FL	33905	853538787	501(C)(3)	$7,000	$0	GENERAL OPERATING SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DR	TAMPA	FL	33607	362193608	501(C)(3)	$6,065	$0	GENERAL OPERATING SUPPORT
SOUTH FORT MYERS HIGH SCHOOL
14020 PLANTATION RD	FORT MYERS	FL	33912	113757536	LEE COUNTY	$7,900	$0	GENERAL OPERATING SUPPORT
SOUTHEASTERN GUIDE DOGS INC
4210 77TH ST E	PALMETTO	FL	34221	592252352	501(C)(3)	$16,891	$0	GENERAL OPERATING SUPPORT
SOUTHWEST FLORIDA ADDICTION SERVICES INC
3763 EVANS AVE	FORT MYERS	FL	33901	591965829	501(C)(3)	$46,513	$0	GENERAL OPERATING SUPPORT
SOUTHWEST FLORIDA CHRISTIAN ACADEMY
3750 COLONIAL BLVD	FORT MYERS	FL	33912	592115730	501(C)(3)	$5,917	$0	GENERAL OPERATING SUPPORT
SOUTHWEST FLORIDA LIBRARY NETWORK
13120 WESTLINKS TER	FORT MYERS	FL	33913	650436031	501(C)(3)	$7,000	$0	GENERAL OPERATING SUPPORT
SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
7500 COLLEGE PKWY STE 200	FORT MYERS	FL	33907	591350404	501(C)(3)	$8,613	$0	GENERAL OPERATING SUPPORT
ST MARTIN DE PORRES OUTREACH MINISTRIES
PO BOX 50754	FORT MYERS	FL	33994	464001708	501(C)(3)	$7,000	$0	GENERAL OPERATING SUPPORT
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)(3)	$15,000	$0	GENERAL OPERATING SUPPORT
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PL	MEMPHIS	TN	38105	620646012	501(C)(3)	$15,942	$0	GENERAL OPERATING SUPPORT
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVE	FORT MYERS	FL	33901	590774200	501(C)(3)	$9,930	$0	GENERAL OPERATING SUPPORT
ST MATTHEW'S HOUSE INC
2001 AIRPORT RD	SOUTH NAPLES	FL	34112	651110501	501(C)(3)	$22,000	$0	GENERAL OPERATING SUPPORT
ST VINCENT DE PAUL CATHOLIC CHURCH
13031 PALM BEACH BLVD	FORT MYERS	FL	33905	592824352	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
STEVE RUMMLER HOPE NETWORK
2233 UNIVERSITY AVE W STE 325	ST PAUL	MN	55114	452903444	501(C)(3)	$25,000	$0	GENERAL OPERATING SUPPORT
STOWE COMMUNITY CHURCH
PO BOX 991	STOWE	VT	05672	036024229	501(C)(3)	$30,000	$0	GENERAL OPERATING SUPPORT
SW FLORIDA COUNCIL BOY SCOUTS OF AMERICA
1801 BOY SCOUT DR	FORT MYERS	FL	33907	591150488	501(C)(3)	$34,955	$0	GENERAL OPERATING SUPPORT
SWAMP GIRL ADVENTURES
5083 BISCAYNE RD	KISSIMMEE	FL	34746	273921041	501(C)(3)	$20,000	$0	GENERAL OPERATING SUPPORT
SWINGING WITH PURPOSE INC
6900 TAVISTOCK LAKES BLVD STE	ORLANDO	FL	32827	464601044	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT	400-293
TAC BOOSTER CLUB INC
1050 S TUTTLE AVE BLDG 3	SARASOTA	FL	34232	825196184	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC
2855 COLONIAL BLVD	FORT MYERS	FL	33966	592637849	LEE COUNTY	$10,934	$0	GENERAL OPERATING SUPPORT
THE NSCDA DUMBARTON HOUSE
2715 Q ST NW DEVELOPMENT OFFICE	WASHINGTON	DC	200073071	530224364	501(C)(3)	$6,000	$0	GENERAL OPERATING SUPPORT
TIDEWELL HOSPICE INC
3550 S TAMIAMI TRAIL	SARASOTA	FL	34239	591911861	501(C)(3)	$5,784	$0	GENERAL OPERATING SUPPORT
TRAILWAYS CAMP
3502 HARBOR CT	FORT MYERS	FL	33908	882818905	501(C)(3)	$65,500	$0	GENERAL OPERATING SUPPORT
UNCOMMON FRIENDS FOUNDATION INC
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)(3)	$14,114	$0	GENERAL OPERATING SUPPORT
UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIES
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)(3)	$261,800	$0	GENERAL OPERATING SUPPORT
UNIVERSITY OF CINCINNATI
PO BOX 210140	CINCINNATI	OH	45221	316000989	HAMILTON COUNTY	$15,942	$0	GENERAL OPERATING SUPPORT
UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425	GAINESVILLE	FL	32604	590974739	ALACHUA COUNTY	$103,150	$0	GENERAL OPERATING SUPPORT
UPAYA ZEN CENTER
1404 CERRO GORDO RD	SANTA FE	NM	87501	850402649	501(C)(3)	$50,000	$0	GENERAL OPERATING SUPPORT
WAITE HIGH SCHOOL
301 MORRISON ST	TOLEDO	OH	43605		LUCAS COUNTY	$15,942	$0	GENERAL OPERATING SUPPORT
WINTER HAVEN HOSPITAL FOUNDATION
200 AVE F NE	WINTER HAVEN	FL	33881	030406130	501(C)(3)	$10,000	$0	GENERAL OPERATING SUPPORT
WONDER GARDENS
27180 OLD 41 RD	BONITA SPRINGS	FL	341355405	464168846	501(C)(3)	$7,000	$0	GENERAL OPERATING SUPPORT
YMCA OF SOUTHWEST FLORIDA INC
701 CENTER RD	VENICE	FL	34285	591629660	501(C)(3)	$8,087	$0	GENERAL OPERATING SUPPORT
YOUNG LIFE OF LEE COUNTY
5264 CLAYTON CT STE 5	FORT MYERS	FL	33907	840385934	501(C)(3)	$11,536	$0	GENERAL OPERATING SUPPORT
ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC
7401 WINKLER RD	FORT MYERS	FL	33919	596473920	501(C)(3)	$30,000	$0	GENERAL OPERATING SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	166	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
ACADEMIC SCHOLARSHIPS	226	$997,192
WRAP AROUND SERVICES - EDA GRANT	1772	$1,796,894
EMERGENCY ASSISTANCE-FUTUREMAKERS GRANTS	58	$37,922

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAWN BELAMARICH
CHAIR/ PRESIDENT	$297,684	$0	$0	$0	$0	$0	$11,962	$0	$14,643	$0	$324,289	$0	$0	$0
TESSA LESAGE
CHIEF IMPACT OFFICER	$170,140	$0	$0	$0	$0	$0	$6,983	$0	$14,256	$0	$191,379	$0	$0	$0
JONATHAN ROMINE
CHIEF OPERATIONS OFFICER	$158,262	$0	$0	$0	$0	$0	$6,572	$0	$13,969	$0	$178,803	$0	$0	$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$7,384,844	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFERS	MethodOfDeterminingRevenuesTxt

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE COLLABORATORY'S INVESTMENT PORTFOLIO. DONATED PROPERTY IS MARKETED AND SOLD BY A PROFESSIONAL REALTOR. WE HAVE ALSO STARTED TO USE A COMPANY CALLED CARS (CHARITABLE ADULT RIDES & SERVICES). WE DON'T TAKE OWNERSHIP OF THE NON CASH ASSET. WE ONLY RECEIVE THE CASH PROCEEDS FROM THE SALE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLLABORATORY WILL CATALYZE AND COORDINATE MASSIVE, INCLUSIVE, GRASSROOTS EFFORTS CONNECTED WITH CIVIC LEADERS ALIGNING POLICIES AND SYSTEMS SUPPORTING GREATER EQUITY AND OPPORTUNITY. USING ITS ICONIC PHYSICAL SETTING, THE RENOVATED HISTORIC ATLANTIC COAST LINE RAILROAD DEPOT IN FORT MYERS, FLORIDA AND UNLIMITED VIRTUAL SPACE FOR ENGAGEMENT, COLLABORATORY BRINGS TOGETHER ALL RESIDENTS TO DEVELOP A SHARED VISION AND COMMON GOALS FOR A BETTER FUTURE FOR ALL WHO CALL OUR REGION HOME.
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS TO REVIEW THE FORM 990 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM 990 IN DETAIL WITH COLLABORATORY'S AUDIT COMMITTEE, PRESIDENT & CEO AND CFO. AFTER THE AUDIT COMMITTEE'S REVIEW AND APPROVAL, A FINAL COPY IS SENT TO THE BOARD PRIOR TO AN UPCOMING BOARD MEETING. AFTER THE BOARD'S REVIEW, DISCUSSION AND APPROVAL, THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ENFORCEMENT OF CONFLICTS POLICY ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS FOR TOP OFFICIALS THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS' SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA. COMPENSATION PROCESS FOR OFFICERS: THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS' SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION.
FORM 990, PART VI, SECTION C, LINE 19	COLLABORATORY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH COLLABORATORY'S WEBSITE AT WWW.COLLABORATORY.ORG.
FORM 990, PART IX, LINE 11G	OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 2,788,544. MANAGEMENT AND GENERAL EXPENSES 1,082,122. FUNDRAISING EXPENSES 291,340. TOTAL EXPENSES 4,162,006.
FORM 990, PART XI, LINE 9:	CHANGES IN SPLIT INTEREST AGREEMENT & REMAINDER INTEREST 1,981,833.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

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

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