2025-11-09T15:20:30-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON ST 100 FORT MYERS FL 33901 DAWN BELAMARICH PRESIDENT/ CEO 2399392233 2025-11-07 1 1 WENDY CAMPOS P00448102 5032421447 2025-11-07 2024 2025-03-06 01:10:19Z COLLABORATORY DAWN BELAMARICH 2031 JACKSON ST 100 FORT MYERS FL 33901 42465925 0 X WWW.COLLABORATORY.ORG X 1976 FL SEE SCHEDULE OTHE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040. 16 15 38 231 0 0 19984361 21481573 0 0 8152026 10185417 -17393 -252730 28118994 31414260 8465141 8318465 0 0 3037857 3715414 0 0 795355 5797903 7646820 17300901 19680699 10818093 11733561 162968322 183474472 7887712 8587223 155080610 174887249 X 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. 0 0 6799318 3416332 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. 1745845 919486 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. 1708409 899769 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. 5677588 3082878 COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP. 5677588 3082878 15931160 1 1 0 1 0 1 0 1 0 1 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 38 0 1 38 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DAWN BELAMARICH 2392745900 2031 JACKSON ST STE 100 FORT MYERS FL 33901 DAWN BELAMARICH CHAIR/ PRESIDENT 55.00 6.00 X X 297684 0 26605 GAIL MARKHAM CHAIR 3.00 X X 0 0 0 GARY GRIFFIN VICE CHAIR & SECRETARY/TREASURER 3.00 X X 0 0 0 DALE REISS TRUSTEE 3.00 X 0 0 0 DAMON ROMANELLO TRUSTEE 3.00 X 0 0 0 FRED MOON TRUSTEE 3.00 X 0 0 0 HARRISON S KNIGHT 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 KAREN WATSON TRUSTEE 3.00 X 0 0 0 KHANDYCE MOSELY TRUSTEE 3.00 X 0 0 0 LAUREN DRASITES TRUSTEE 3.00 X 0 0 0 LILLIE RENTZ TRUSTEE 3.00 X 0 0 0 MALIKE ADIGUN TRUSTEE 3.00 X 0 0 0 ROSEMARY FLLORI TRUSTEE 3.00 X 0 0 0 SALLY JACKSON TRUSTEE 3.00 X 0 0 0 SUZANNE BOY TRUSTEE 3.00 X 0 0 0 TESSA LESAGE CHIEF IMPACT OFFICER 50.00 X 170140 0 21239 JONATHAN ROMINE CHIEF OPERATIONS OFFICER 50.00 X 158262 0 20541 JOSEPH BRAUN CHIEF PHILANTHROPY OFFICER 50.00 1.00 X 102416 0 11158 MARINA NASSIF CFO (THROUGH 07/23/24) 50.00 X 93539 0 12782 SHARON RALSTON CFO (AS OF 9/5/24) 50.00 7.00 X 120688 0 20264 ALEX BREAULT PARTNERSHIP MANAGER 40.00 X 100800 0 25645 1043529 0 138234 6 0 1 0 SEI INVESTMENTS 1 FREEDOM VALLEY DR OAKS PA 19456 INVESTMENT MANAGEMENT 268622 MADELEINE KAHN 1243 GLEN AVE BERKELEY CA 94708 GRANT WRITING 216950 AGL SOLUTIONS LLC 4600 SUMMERLIN RD STE C2-284 FORT MYERS FL 33919 PUBLIC POLICY 199992 MELISSA SEVERANCE 10190 SWEETGRASS CIR NAPLES FL 34104 TRAINING PROGRAM DEVELOPMENT 137476 4 6698856 14782717 7384844 21481573 4078202 4078202 94124 507173 -413049 -413049 -413049 16651707 10544492 6107215 6107215 6107215 REIMBURSEMENT INCOME 900099 93731 93731 MISCELLANEOUS INCOME 900099 66588 66588 160319 31414260 0 0 9932687 X 5421457 5421457 2832008 2832008 65000 65000 1093719 732792 284367 76560 2105575 1410735 547450 147390 50304 33704 13079 3521 308654 206798 80250 21606 157162 105299 40862 11001 2449 1641 637 171 109527 73383 28477 7667 50000 33500 13000 3500 385246 258115 100164 26967 4162006 2788544 1082122 291340 200906 134607 52236 14063 346816 232367 90172 24277 178053 119295 46294 12464 26957 18061 7009 1887 120415 80678 31308 8429 160451 107502 41717 11232 120313 80610 31281 8422 CREDIT LOSS ALLOWANCE 1149829 770385 298956 80488 DIRECT PROGRAM EXPENSES 440838 295361 114618 30859 DUES & SUBSCRIPTIONS 117803 78928 30629 8246 DONOR RELATIONS 40533 27157 10539 2837 34678 23233 9017 2428 19680699 15931160 2954184 795355 1906803 4043024 1404592 1323092 623439 326694 1193803 134519 153470 106941 12077047 2668453 9610703 9408594 127645054 144576605 20430458 23555003 162968322 183474472 340520 268458 2282303 2160871 873659 643942 2805583 3955099 1585647 1558853 7887712 8587223 X 121132424 151325789 23561460 23561460 155080610 174887249 162968322 183474472 X 11733561 6091245 1981833 X 0 1 X 1 1 1 X 7891415 6089215 18771646 19984361 21481573 74218210 7891415 6089215 18771646 19984361 21481573 74218210 19121219 55096991 1875842 2356988 2588050 3384788 4172326 14377994 160319 160319 88756523 2163884 0.62080 0.67700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 50000 0 0 50000 0 PART II-B, LINE 1: 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. 132 3 7171137 3960 2931504 3000 35032693 306432 1 1 0 149025 X X ARTIST RECOGNITION PROGRAM 0 0 1 X 109674770 10189940 13476956 5361330 1965301 126015035 99724205 5538614 11399969 5280414 1707604 109674770 87333295 11227317 9151483 6682301 1352327 99724205 105685518 4717097 -14741961 6603438 1723921 87333295 83243086 4445960 24315206 4799644 1519090 105685518 0.98980 0.01020 0.00000 0 0 10849819 2392198 8457621 894225 894225 333003 276255 56748 9408594 SPLIT INTEREST AGREEMENTS AND REMAINDER 23363823 OTHER ASSETS 191180 23555003 ANNUITY OBLIGATIONS 1558853 1558853 X 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. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 65000 0 0 0 0 0 0 65000 0 65000 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 65000 0 1 0 0 0 0 0 0 0 PART I, LINE 2: 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. 1 ALL HOUND RESCUE OF FLORIDA INC 2741 SW PALACE AVE PORT ST LUCIE FL 34987 921353870 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT ALL SEATED IN A BARN 1925 NUTE ST BAKERSFIELD CA 93312 825455179 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C)(3) 16000 0 GENERAL OPERATING SUPPORT ALLINA HEALTH FOUNDATION 2925 CHICAGO AVE MAIL ROUTE 10721 MINNEAPOLIS MN 55407 274116873 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT ALPHA & OMEGA FREEDOM MINISTRIES INC 102 W CARLTON ST WAUCHULA FL 33873 592735813 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT AMERICAN DIABETES ASSOCIATION 1511 N WESTSHORE BLVD STE 980 TAMPA FL 33607 131623888 501(C)(3) 15942 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) 5872 0 GENERAL OPERATING SUPPORT ANIMAL REFUGE CENTER INC PO BOX 62605 FORT MYERS FL 33906 650057419 501(C)(3) 54698 0 GENERAL OPERATING SUPPORT ANIMAL RESCUE OF LABELLE INC PO BOX 2441 LABELLE FL 33935 650404638 501(C)(3) 13358 0 GENERAL OPERATING SUPPORT BAGS BASSET RESCUE 3555 ANDERSON AVE MINERVA OH 44657 460555417 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT BAILEY-MATTHEWS NATIONAL SHELL MUSEUM 3075 SANIBEL-CAPTIVA RD SANIBEL FL 33957 592775992 501(C)(3) 9930 0 GENERAL OPERATING SUPPORT BATTLE CREEK COMMUNITY FOUNDATION 32 W MICHIGAN AVE STE 1 BATTLE CREEK MI 49017 382045459 501(C)(3) 11253 0 GENERAL OPERATING SUPPORT BIDEAWEE INC 410 E 38TH ST NEW YORK NY 10016 131655210 501(C)(3) 9591 0 GENERAL OPERATING SUPPORT BOBBY HOLLOWAY MEMORIAL CORP PO BOX 712 SAINT JAMES CITY FL 33956 650962579 501(C)(3) 55069 0 GENERAL OPERATING SUPPORT BOBBY NICHOLS FIDDLESTICKS FOUNDATION INC 15391 CANONGATE DR FORT MYERS FL 33912 043649766 501(C)(3) 12000 0 GENERAL OPERATING SUPPORT BONITA BAY VETERANS COUNCIL 3330 RIVERPARK CT BONITA SPRINGS FL 34134 473563908 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT BONITA SPRINGS YMCA 27200 KENT RD BONITA SPRINGS FL 34135 363258696 501(C)(3) 27000 0 GENERAL OPERATING SUPPORT BOYS & GIRLS CLUBS OF LEE COUNTY INC PO BOX 62736 FORT MYERS FL 33906 592013870 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT BOYS AND GIRLS CLUBS OF POLK COUNTY INC PO BOX 763 LAKELAND FL 33802 590171815 501(C)(3) 5689 0 GENERAL OPERATING SUPPORT BRIDGE A LIFE INC 1680 FRUITVILLE RD STE 312B SARASOTA FL 34236 462391027 501(C)(3) 40000 0 GENERAL OPERATING SUPPORT BRIDGE TO A CURE FOUNDATION 42881 LAKE BABCOCK DR STE 200 BABCOCK RANCH FL 33982 843024608 501(C)(3) 11000 0 GENERAL OPERATING SUPPORT BUILDING ON LOVE 244 N MOHAWK ST COHOES NY 12047 270524296 501(C)(3) 8500 0 GENERAL OPERATING SUPPORT CALOOSA HUMANE SOCIETY INC PO BOX 2337 LABELLE FL 33975 650759567 501(C)(3) 46026 0 GENERAL OPERATING SUPPORT CALUSA NATURE CENTER & PLANETARIUM INC 3450 ORTIZ AVE FORT MYERS FL 33905 237090889 501(C)(3) 135000 0 GENERAL OPERATING SUPPORT CANTERBURY SCHOOL CORPORATION 8141 COLLEGE PKWY FORT MYERS FL 33919 591058089 501(C)(3) 7277 0 GENERAL OPERATING SUPPORT CAPE CORAL ANIMAL SHELTER 325 SW 2ND AVE CAPE CORAL FL 33991 813632884 501(C)(3) 56000 0 GENERAL OPERATING SUPPORT CAPTIVA CHAPEL BY THE SEA PO BOX 188 CAPTIVA FL 33924 596143042 501(C)(3) 34352 0 GENERAL OPERATING SUPPORT CGR S MISSION INC 18481 N TAMIAMI TRAIL FORT MYERS FL 33903 813236064 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT CHARITABLE FOUNDATION OF THE ISLANDS INC 2460 PALM RIDGE RD STE 1 SANIBEL FL 33957 274027791 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT CHARLOTTE COUNTY PUBLIC SCHOOLS CHARLOTTE TECHNICAL COLLEGE 18150 MURDOCK CIR PORT CHARLOTTE FL 33948 596000539 501(C)(3) 13000 0 GENERAL OPERATING SUPPORT CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC PO BOX 512876 PUNTA GORDA FL 33951 592853001 501(C)(3) 30253 0 GENERAL OPERATING SUPPORT CHILDREN'S ADVOCACY CENTER OF SW FLORIDA INC 3830 EVANS AVE FORT MYERS FL 33901 650007620 501(C)(3) 19922 0 GENERAL OPERATING SUPPORT CHRIST LUTHERAN CHURCH 3816 S 12TH ST SHEBOYGAN WI 53081 391232963 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT CLINIC FOR THE REHABILITATION OF WILDLIFE INC PO BOX 150 SANIBEL FL 33957 237271040 501(C)(3) 28046 0 GENERAL OPERATING SUPPORT COMMUNITIES REACHING OUT INC 908 N GOLF DR HOLLYWOOD FL 33021 651242772 501(C)(3) 10261 0 GENERAL OPERATING SUPPORT COMMUNITY COOPERATIVE INC PO BOX 2143 FORT MYERS FL 33902 592602772 501(C)(3) 6033 0 GENERAL OPERATING SUPPORT COMMUNITY FOUNDATION OF NORTH FLORIDA 3600 MACLAY BLVD S STE 200 TALLAHASSEE FL 32312 593473384 501(C)(3) 10209 0 GENERAL OPERATING SUPPORT COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC 4 VANDERBILT PARK DR STE 300 ASHEVILLE NC 28803 561223384 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC PO BOX 1870 MERRIFIELD VA 22116 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OPERATING SUPPORT EVANGELISTIC WORKS INC 12925 PALM BEACH BLVD FORT MYERS FL 33905 591752959 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT FEEDING AMERICA 161 NORTH CLARK ST CHICAGO IL 60601 363673599 501(C)(3) 5872 0 GENERAL OPERATING SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DR NAPLES FL 34109 440610626 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT FINDING HOPE FARM 299 SPRAWLS FARM RD WILLISTON SC 29853 873106415 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT FINEMARK NATIONAL BANK & TRUST 8695 COLLEGE PKWY STE 100 FORT MYERS FL 33919 208075599 501(C)(3) 260185 0 GENERAL OPERATING SUPPORT FIREHOUSE COMMUNITY THEATRE INC 241 N BRIDGE ST LABELLE FL 33935 650421554 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH 2438 2ND ST FORT MYERS FL 33901 590823943 501(C)(3) 7585 0 GENERAL OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH OF BONITA SPRINGS INC 9751 BONITA BEACH RD BONITA SPRINGS FL 34135 591622501 501(C)(3) 69728 0 GENERAL OPERATING SUPPORT FLORIDA ARTS INC 2301 1ST ST FORT MYERS FL 33901 311536036 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650753801 LEE COUNTY 20000 0 GENERAL OPERATING SUPPORT FLORIDA GULF COAST UNIVERSITY FOUNDATION INC 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C)(3) 76430 0 GENERAL OPERATING SUPPORT FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C)(3) 5847 0 GENERAL OPERATING SUPPORT FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DR LAKELAND FL 33801 590624401 501(C)(3) 15942 0 GENERAL OPERATING SUPPORT FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PKWY FORT MYERS FL 33919 591211051 POLK COUNTY 10000 0 GENERAL OPERATING SUPPORT FORT MYERS CHRISTIAN CHURCH 5916 WINKLER RD FORT MYERS FL 33919 596553153 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT FORT MYERS COMMUNITY CONCERT ASSOCIATION INC PO BOX 606 FORT MYERS FL 33902 591739068 501(C)(3) 11695 0 GENERAL OPERATING SUPPORT FORT MYERS 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SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C)(3) 49546 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) 109468 0 GENERAL OPERATING SUPPORT HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C)(3) 39611 0 GENERAL OPERATING SUPPORT HEALTHCARE NETWORK OF SOUTHWEST FLORIDA 3520 KRAFT RD STE 100 NAPLES FL 34105 591741277 501(C)(3) 40000 0 GENERAL OPERATING SUPPORT HEALTHY START COALITION OF SWFL INC 1921 JEFFERSON AVE FORT MYERS FL 33901 650378720 501(C)(3) 52000 0 GENERAL OPERATING SUPPORT HEIGHTS FOUNDATION INC 15570 HAGIE DR FORT MYERS FL 33908 651003872 501(C)(3) 25161 0 GENERAL OPERATING SUPPORT HENDRY COUNTY ECONOMIC DEVELOPMENT COUNCIL PO BOX 2518 LABELLE FL 33975 650783834 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT HENDRY COUNTY SCHOOL DISTRICT PO BOX 1980 LABELLE FL 33975 596000641 HENDRY 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COUNTY 103150 0 GENERAL OPERATING SUPPORT UPAYA ZEN CENTER 1404 CERRO GORDO RD SANTA FE NM 87501 850402649 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT WAITE HIGH SCHOOL 301 MORRISON ST TOLEDO OH 43605 LUCAS COUNTY 15942 0 GENERAL OPERATING SUPPORT WINTER HAVEN HOSPITAL FOUNDATION 200 AVE F NE WINTER HAVEN FL 33881 030406130 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT WONDER GARDENS 27180 OLD 41 RD BONITA SPRINGS FL 341355405 464168846 501(C)(3) 7000 0 GENERAL OPERATING SUPPORT YMCA OF SOUTHWEST FLORIDA INC 701 CENTER RD VENICE FL 34285 591629660 501(C)(3) 8087 0 GENERAL OPERATING SUPPORT YOUNG LIFE OF LEE COUNTY 5264 CLAYTON CT STE 5 FORT MYERS FL 33907 840385934 501(C)(3) 11536 0 GENERAL OPERATING SUPPORT ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT 166 0 ACADEMIC SCHOLARSHIPS 226 997192 WRAP AROUND SERVICES - EDA GRANT 1772 1796894 EMERGENCY ASSISTANCE-FUTUREMAKERS GRANTS 58 37922 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 DAWN BELAMARICH CHAIR/ PRESIDENT 297684 0 0 0 0 0 11962 0 14643 0 324289 0 0 0 TESSA LESAGE CHIEF IMPACT OFFICER 170140 0 0 0 0 0 6983 0 14256 0 191379 0 0 0 JONATHAN ROMINE CHIEF OPERATIONS OFFICER 158262 0 0 0 0 0 6572 0 13969 0 178803 0 0 0 X 14 7384844 FMV ON DATE OF TRANSFERS 0 0 1 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 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. 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. 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