SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC DAF sponsor

Cite this

Plain text SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/southwest-florida-community-foundation-inc-596580974. Retrieved 2026-10-25.

APA furp.org. (n.d.). SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 25, 2026, from https://furp.org/org/southwest-florida-community-foundation-inc-596580974

MLA “SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC.” furp.org, tax years 2010–2024, https://furp.org/org/southwest-florida-community-foundation-inc-596580974. Accessed 25 Oct. 2026.

Retrieved 2026-10-25; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $31.4M · expenses $19.7M · assets $183.5M

Also known as
COLLABORATORY
EIN
59-6580974
Address
2031 JACKSON STREET, FORT MYERS, FL 33901-3627
Website
WWW.COLLABORATORY.ORG
NTEE code
T31Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 1976 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

15 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Dawn Belamarich CHAIR/ PRESIDENT2023-2024 $324,289$423,195 4
Marina Nassif CFO (THROUGH 07/23/24)2022-2024 $106,321$384,498 3
Tessa Lesage CHIEF IMPACT OFFICER2023-2024 $191,379$379,654 1
Jonathan Romine CHIEF OPERATIONS OFFICER2016-2024 $178,803$178,803 1
Sharon Ralston CFO (AS OF 9/5/24)2024 $140,952$140,952 3
Alex Breault PARTNERSHIP MANAGER2024 $126,445$126,445 1
Joseph Braun CHIEF PHILANTHROPY OFFICER2023-2024 $113,574$113,574 2
Sarah Owen (former) PRESIDENT/CEO2012-2022 $389,052$3,274,546 7
Ronald E Penn (former) CFO (THRU 7/2022)2010-2022 $72,381$948,282 3
Terry Mazany (former) CHIEF COLLABORATION OFFICER2022-2023 $201,626$441,638 3
Julia I East (former) FORMER PRES2010-2011 $148,695$279,498 1
Luis A Leon (former) CFO2017-2019 $100,746$273,356 1
Peter Ocsody (former) CHIEF STRATE2018-2020 $133,249$243,103 2
Jonathon Romine (former) CHIEF OPERATIONS OFFICER2023 $177,854$177,854 1
Sarah Owens (former) PRESIDENT /2011 $26,613$26,613 1

Officers and directors, no compensation reported

69 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Gail Markham CHAIR2016-2024 3 $0 reported 3
Suzanne Boy TRUSTEE2023-2024 3 $0 reported 3
Gary Griffin VICE CHAIR & SECRETARY/TREASURER2019-2024 3 $0 reported 8
Dale Reiss TRUSTEE2016-2024 3 $0 reported 1
Damon Romanello TRUSTEE2024 3 $0 reported 1
Fred Moon TRUSTEE2016-2024 3 $0 reported 1
Harrison S Knight TRUSTEE2019-2024 3 $0 reported 1
Juan Bendeck TRUSTEE2015-2024 3 $0 reported 1
Julie Ben-Susan TRUSTEE2020-2024 3 $0 reported 1
Karen Watson TRUSTEE2023-2024 3 $0 reported 1
Khandyce Mosely TRUSTEE2022-2024 3 $0 reported 1
Lauren Drasites TRUSTEE2024 3 $0 reported 1
Lillie Rentz TRUSTEE2022-2024 3 $0 reported 1
Malike Adigun TRUSTEE2019-2024 3 $0 reported 1
Rosemary Fllori TRUSTEE2022-2024 3 $0 reported 1
Sally Jackson TRUSTEE2021-2024 3 $0 reported 2
Aysegul Timur (former) IMMEDIATE PAST CHAIR2019-2023 3 $0 reported 16
Chauncey Goss (former) TRUSTEE2015-2023 3 $0 reported 10
Laurem Drasites (former) TRUSTEE2023 3 $0 reported 1
Robbie Roepstorff (former) IMMEDIATE PAST CHAIR2010-2022 3 $0 reported 5
Shontra Powell (former) TRUSTEE2022 3 $0 reported 2
Andrew Couse (former) TRUSTEE (THRU 4/2023)2020-2022 3 $0 reported 1
Carolyn Conant (former) TRUSTEE (THRU 6/2023)2013-2022 3 $0 reported 1
Hugh Kinsey Jr (former) TRUSTEE2014-2022 3 $0 reported 1
Mary Beth Crawford (former) TRUSTEE2017-2022 3 $0 reported 1
Dennie Hamilton (former) CHAIR2014-2021 3 $0 reported 4
Indera Demine (former) TRUSTEE2019-2021 3 $0 reported 2
Dr Larry A Hobbs (former) IMMEDIATE PA2010-2020 3 $0 reported 1
Craig Folk (former) TRUSTEE2011-2020 3 $0 reported 3
Alan Mandel (former) TRUSTEE2014-2020 3 $0 reported 3
Gay Thompson (former) TRUSTEE2011-2019 3 $0 reported 2
Howard Leland (former) TRUSTEE2011-2019 3 $0 reported 1
Kathy Dupuy-Bruno (former) TRUSTEE2019 3 $0 reported 1
Myra Hale Walters (former) TRUSTEE2010-2019 3 $0 reported 1
Guy Whitesman (former) IMMEDIATE PA2010-2018 3 $0 reported 1
Sandy Robinson (former) TRUSTEE2012-2018 3 $0 reported 7
Aurora Badia (former) TRUSTEE2014-2017 3 $0 reported 1
Patricia K Dobbins (former) TRUSTEE2010-2017 3 $0 reported 1
Christopher Hill (former) TRUSTEE2013-2017 3 $0 reported 1
Darren Robertshaw (former) TRUSTEE2010-2017 3 $0 reported 1
Rusty Whitley (former) TRUSTEE2012-2017 3 $0 reported 1
Joseph Mazurkiewicz Jr (former) IMMEDIATE PA2013-2016 3 $0 reported 1
Kevin L Erwin (former) TRUSTEE2010-2016 3 $0 reported 1
Hon Archie B Hayward Jr (former) TRUSTEE2012-2016 3 $0 reported 1
Karson Turner (former) TRUSTEE2014-2016 3 $0 reported 1
Li-Su Javedan (former) TRUSTEE2014-2015 3 $0 reported 2
John F Gamba Jr (former) TRUSTEE2011-2015 3 $0 reported 1
Dawn-Marie Driscoll (former) IMMEDIATE PA2010-2014 3 $0 reported 1
Deborah M Braendle (former) TRUSTEE2010-2014 1 $0 reported 1
A Scott White (former) TRUSTEE2010-2013 1 $0 reported 2
Charles Green (former) TRUSTEE2011-2013 1 $0 reported 1
Gary Aubuchon (former) TRUSTEE2010-2012 1 $0 reported 2
Jay Brett (former) PAST CHAIR2010-2012 1 $0 reported 1
Joseph Mazurkiewicz (former) VICE CHAIR2010-2012 3 $0 reported 1
Marie M Ackord (former) TRUSTEE2010-2012 1 $0 reported 1
Jacqueline M Mccurdy (former) TRUSTEE2011-2012 1 $0 reported 1
Charles Idelson (former) TRUSTEE2010-2011 1 $0 reported 11
David Lucas (former) TRUSTEE2010-2011 1 $0 reported 4
Alexander Robinson (former) TRUSTEE2010-2011 3 $0 reported 2
David Shellenbarger (former) TRUSTEE2010-2011 1 $0 reported 1
Judge Archie B Hayward Jr (former) TRUSTEE2010-2011 1 $0 reported 1
Roy Borrego (former) TRUSTEE2010-2011 1 $0 reported 1
Steven Whitley (former) TRUSTEE2010-2011 1 $0 reported 1
Joseph Catti (former) TRUSTEE2010 1 $0 reported 15
Carolyn Rogers (former) TRUSTEE2010 1 $0 reported 2
Donna F Kaye (former) PAST CHAIR2010 1 $0 reported 1
Susan Bennett (former) TRUSTEE2010 1 $0 reported 1
Robert Dafrota (former) TRUSTEE2010 1 $0 reported 1
Steven H Pontius (former) TRUSTEE2010 1 $0 reported 1

People by year

2024 · 23 people listed · 7 paid, $1.2M · 38 employees · 231 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAWN BELAMARICH CHAIR/ PRESIDENT55 $297,684$0$26,605 $324,2894
TESSA LESAGE CHIEF IMPACT OFFICER50 $170,140$0$21,239 $191,3791
JONATHAN ROMINE CHIEF OPERATIONS OFFICER50 $158,262$0$20,541 $178,8031
SHARON RALSTON CFO (AS OF 9/5/24)50 $120,688$0$20,264 $140,9523
ALEX BREAULT PARTNERSHIP MANAGER40 $100,800$0$25,645 $126,4451
JOSEPH BRAUN CHIEF PHILANTHROPY OFFICER50 $102,416$0$11,158 $113,5742
MARINA NASSIF CFO (THROUGH 07/23/24)50 $93,539$0$12,782 $106,3213
GAIL MARKHAM CHAIR3 $0$0$0 $03
GARY GRIFFIN VICE CHAIR & SECRETARY/TREASURER3 $0$0$0 $08
DALE REISS TRUSTEE3 $0$0$0 $01
DAMON ROMANELLO TRUSTEE3 $0$0$0 $01
FRED MOON TRUSTEE3 $0$0$0 $01
HARRISON S KNIGHT TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
JULIE BEN-SUSAN TRUSTEE3 $0$0$0 $01
KAREN WATSON TRUSTEE3 $0$0$0 $01
KHANDYCE MOSELY TRUSTEE3 $0$0$0 $01
LAUREN DRASITES TRUSTEE3 $0$0$0 $01
LILLIE RENTZ TRUSTEE3 $0$0$0 $01
MALIKE ADIGUN TRUSTEE3 $0$0$0 $01
ROSEMARY FLLORI TRUSTEE3 $0$0$0 $01
SALLY JACKSON TRUSTEE3 $0$0$0 $02
SUZANNE BOY TRUSTEE3 $0$0$0 $03
2023 · 23 people listed · 5 paid, $825K · 33 employees · 273 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MAZANY CHIEF COLLABORATION OFFICER50 $194,712$0$6,914 $201,6263
TESSA LESAGE CHIEF IMPACT OFFICER50 $168,423$0$19,852 $188,2751
JONATHON ROMINE CHIEF OPERATIONS OFFICER50 $159,577$0$18,277 $177,8541
MARINA NASSIF CFO50 $139,769$0$18,378 $158,1473
DAWN BELAMARICH CHAIR/ PRESIDENT(AS OF 9/5/23)55 $90,959$0$7,947 $98,9064
GAIL MARKHAM CHAIR3 $0$0$0 $03
GARY GRIFFIN VICE CHAIR AND SECRETARY/TREASURER3 $0$0$0 $08
AYSEGUL TIMUR IMMEDIATE PAST CHAIR3 $0$0$0 $016
MALIKE ADIGUN TRUSTEE3 $0$0$0 $01
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DALE REISS TRUSTEE3 $0$0$0 $01
FRED MOON TRUSTEE3 $0$0$0 $01
HARRISON S KNIGHT TRUSTEE3 $0$0$0 $01
KAREN WATSON TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
JULIE BEN-SUSAN TRUSTEE3 $0$0$0 $01
KHANDYCE MOSELY TRUSTEE3 $0$0$0 $01
LILLIE RENTZ TRUSTEE3 $0$0$0 $01
LAUREM DRASITES TRUSTEE3 $0$0$0 $01
ROSEMARY FLLORI TRUSTEE3 $0$0$0 $01
SALLY JACKSON TRUSTEE3 $0$0$0 $02
SUZANNE BOY TRUSTEE3 $0$0$0 $03
JOSEPH BRAUN CHIEF PHILANTHROPY OFFICER50 $0$0$0 $02
2022 · 24 people listed · 4 paid, $821K · 32 employees · 273 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT/CEO55 $350,413$0$38,639 $389,0527
TERRY MAZANY CHIEF COLLABORATION OFFICER50 $231,750$0$8,262 $240,0123
MARINA NASSIF CFO50 $104,657$0$15,373 $120,0303
RONALD E PENN CFO (THRU 7/2022)50 $68,164$0$4,217 $72,3813
AYSEGUL TIMUR CHAIR3 $0$0$0 $016
GAIL MARKHAM VICE CHAIR AND SECRETARY/TREASURER3 $0$0$0 $03
ROBBIE ROEPSTORFF IMMEDIATE PAST CHAIR3 $0$0$0 $05
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DALE REISS TRUSTEE3 $0$0$0 $01
FRED MOON TRUSTEE3 $0$0$0 $01
GARY GRIFFIN TRUSTEE3 $0$0$0 $08
HARRISON S KNIGHT TRUSTEE3 $0$0$0 $01
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
JULIE BEN-SUSAN TRUSTEE3 $0$0$0 $01
KHANDYCE MOSELY TRUSTEE3 $0$0$0 $01
LILLIE RENTZ TRUSTEE3 $0$0$0 $01
MALIKE ADIGUN TRUSTEE3 $0$0$0 $01
MARY BETH CRAWFORD TRUSTEE3 $0$0$0 $01
ROSEMARY FLLORI TRUSTEE3 $0$0$0 $01
SALLY JACKSON TRUSTEE3 $0$0$0 $02
SHONTRA POWELL TRUSTEE3 $0$0$0 $02
ANDREW COUSE TRUSTEE (THRU 4/2023)3 $0$0$0 $01
CAROLYN CONANT TRUSTEE (THRU 6/2023)3 $0$0$0 $01
2021 · 20 people listed · 2 paid, $472K · 29 employees · 273 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /55 $312,273$0$41,808 $354,0817
RONALD E PENN CFO50 $111,301$0$6,119 $117,4203
DENNIE HAMILTON CHAIR3 $0$0$0 $04
AYSEGUL TIMUR VICE CHAIR3 $0$0$0 $016
GAIL MARKHAM SEC / TREAS3 $0$0$0 $03
ROBBIE ROEPSTORFF IMMEDIATE PA3 $0$0$0 $05
MALIKE ADIGUN TRUSTEE3 $0$0$0 $01
ANDREW COUSE TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DALE REISS TRUSTEE3 $0$0$0 $01
FRED MOON TRUSTEE3 $0$0$0 $01
GARY GRIFFIN TRUSTEE3 $0$0$0 $08
HARRISON S KNIGHT TRUSTEE3 $0$0$0 $01
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
INDERA DEMINE TRUSTEE3 $0$0$0 $02
JUAN BENDECK TRUSTEE3 $0$0$0 $01
JULIE BEN-SUSAN TRUSTEE3 $0$0$0 $01
MARY BETH CRAWFORD TRUSTEE3 $0$0$0 $01
SALLY JACKSON TRUSTEE3 $0$0$0 $02
2020 · 23 people listed · 3 paid, $576K · 26 employees · 171 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $380,400$0$45,682 $426,0827
PETER OCSODY CHIEF STRATE40 $119,423$0$13,826 $133,2492
RONALD E PENN CFO50 $16,385$0$491 $16,8763
ROBBIE ROEPSTORFF CHAIR3 $0$0$0 $05
DENNIE HAMILTON VICE CHAIR3 $0$0$0 $04
GAIL MARKHAM SEC / TREAS3 $0$0$0 $03
DR LARRY A HOBBS IMMEDIATE PA3 $0$0$0 $01
MALIKE ADIGUN TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
JULIE BEN-SUSAN TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
ANDREW COUSE TRUSTEE3 $0$0$0 $01
INDERA DEMINE TRUSTEE3 $0$0$0 $02
MARY BETH CRAWFORD TRUSTEE3 $0$0$0 $01
CRAIG FOLK TRUSTEE3 $0$0$0 $03
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
GARY GRIFFIN TRUSTEE3 $0$0$0 $08
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
HARRISON S KNIGHT TRUSTEE3 $0$0$0 $01
ALAN MANDEL TRUSTEE3 $0$0$0 $03
FRED MOON TRUSTEE3 $0$0$0 $01
DALE REISS TRUSTEE3 $0$0$0 $01
AYSEGUL TIMUR TRUSTEE3 $0$0$0 $016
2019 · 25 people listed · 3 paid, $639K · 20 employees · 251 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $393,661$0$35,154 $428,8157
PETER OCSODY CHIEF STRATE40 $99,962$0$9,892 $109,8542
LUIS A LEON CFO50 $88,461$0$12,285 $100,7461
ROBBIE ROEPSTORFF CHAIR3 $0$0$0 $05
DENNIE HAMILTON VICE CHAIR3 $0$0$0 $04
GAIL MARKHAM SEC / TREAS3 $0$0$0 $03
DR LARRY A HOBBS IMMEDIATE PA3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
MARY BETH CRAWFORD TRUSTEE3 $0$0$0 $01
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
CRAIG FOLK TRUSTEE3 $0$0$0 $03
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
ALAN MANDEL TRUSTEE3 $0$0$0 $03
FRED MOON TRUSTEE3 $0$0$0 $01
DALE REISS TRUSTEE3 $0$0$0 $01
MALIKE ADIGUN TRUSTEE3 $0$0$0 $01
INDERA DEMINE TRUSTEE3 $0$0$0 $02
GAY THOMPSON TRUSTEE3 $0$0$0 $02
AYSEGUL TIMUR TRUSTEE3 $0$0$0 $016
HOWARD LELAND TRUSTEE3 $0$0$0 $01
HARRISON S KNIGHT TRUSTEE3 $0$0$0 $01
GARY GRIFFIN TRUSTEE3 $0$0$0 $08
KATHY DUPUY-BRUNO TRUSTEE3 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE3 $0$0$0 $01
2018 · 21 people listed · 2 paid, $445K · 18 employees · 276 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $317,615$0$31,155 $348,7707
LUIS A LEON CFO50 $95,748$0$0 $95,7481
DR LARRY A HOBBS CHAIR3 $0$0$0 $01
CRAIG FOLK VICE CHAIR3 $0$0$0 $03
HOWARD L LELAND SEC / TREAS3 $0$0$0 $01
GUY WHITESMAN IMMEDIATE PA3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
MARY BETH CRAWFORD TRUSTEE3 $0$0$0 $01
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DENNIE HAMILTON TRUSTEE3 $0$0$0 $04
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
ALAN MANDEL TRUSTEE3 $0$0$0 $03
GAIL MARKHAM TRUSTEE3 $0$0$0 $03
FRED MOON TRUSTEE3 $0$0$0 $01
DALE REISS TRUSTEE3 $0$0$0 $01
SANDY ROBINSON TRUSTEE3 $0$0$0 $07
ROBBIE B ROEPSTORFF TRUSTEE3 $0$0$0 $05
GAY THOMPSON TRUSTEE3 $0$0$0 $02
MYRA HALE WALTERS TRUSTEE3 $0$0$0 $01
PETER OCSODY CHIEF STRATE40 $0$0$0 $02
2017 · 26 people listed · 2 paid, $388K · 16 employees · 240 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $295,900$0$14,955 $310,8557
LUIS A LEON DIRECTOR OF50 $76,862$0$0 $76,8621
DR LARRY A HOBBS CHAIR3 $0$0$0 $01
CRAIG FOLK VICE CHAIR3 $0$0$0 $03
HOWARD L LELAND SEC / TREAS3 $0$0$0 $01
GUY WHITESMAN IMMEDIATE PA3 $0$0$0 $01
AURORA BADIA TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
MARY BETH CRAWFORD TRUSTEE3 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE3 $0$0$0 $01
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DENNIE HAMILTON TRUSTEE3 $0$0$0 $04
CHRISTOPHER HILL TRUSTEE3 $0$0$0 $01
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
ALAN MANDEL TRUSTEE3 $0$0$0 $03
GAIL MARKHAM TRUSTEE3 $0$0$0 $03
FRED MOON TRUSTEE3 $0$0$0 $01
DALE REISS TRUSTEE3 $0$0$0 $01
DARREN ROBERTSHAW TRUSTEE3 $0$0$0 $01
SANDY ROBINSON TRUSTEE3 $0$0$0 $07
ROBBIE B ROEPSTORFF TRUSTEE3 $0$0$0 $05
JONATHAN ROMINE TRUSTEE3 $0$0$0 $01
GAY THOMPSON TRUSTEE3 $0$0$0 $02
MYRA HALE WALTERS TRUSTEE3 $0$0$0 $01
RUSTY WHITLEY TRUSTEE3 $0$0$0 $01
2016 · 29 people listed · 2 paid, $387K · 16 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $251,456$0$27,477 $278,9337
RONALD E PENN CFO50 $107,914$0$0 $107,9143
GUY WHITESMAN CHAIR3 $0$0$0 $01
DR LARRY A HOBBS VICE CHAIR3 $0$0$0 $01
SANDY ROBINSON SEC/TREAS3 $0$0$0 $07
JOSEPH MAZURKIEWICZ JR IMMEDIATE PA3 $0$0$0 $01
AURORA BADIA TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE3 $0$0$0 $01
KEVIN L ERWIN TRUSTEE3 $0$0$0 $01
CRAIG FOLK TRUSTEE3 $0$0$0 $03
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DENNIE HAMILTON TRUSTEE3 $0$0$0 $04
HON ARCHIE B HAYWARD JR TRUSTEE3 $0$0$0 $01
CHRISTOPHER HILL TRUSTEE3 $0$0$0 $01
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
HOWARD L LELAND TRUSTEE3 $0$0$0 $01
ALAN MANDEL TRUSTEE3 $0$0$0 $03
GAIL MARKHAM TRUSTEE3 $0$0$0 $03
FRED MOON TRUSTEE3 $0$0$0 $01
DALE REISS TRUSTEE3 $0$0$0 $01
DARREN ROBERTSHAW TRUSTEE3 $0$0$0 $01
ROBBIE B ROEPSTORFF TRUSTEE3 $0$0$0 $05
JONATHAN ROMINE TRUSTEE3 $0$0$0 $01
GAY THOMPSON TRUSTEE3 $0$0$0 $02
KARSON TURNER TRUSTEE3 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE3 $0$0$0 $01
RUSTY WHITLEY TRUSTEE3 $0$0$0 $01
2015 · 27 people listed · 2 paid, $364K · 20 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $205,000$0$33,417 $238,4177
RONALD E PENN CFO50 $116,387$0$9,380 $125,7673
GUY WHITESMAN CHAIR3 $0$0$0 $01
DR LARRY A HOBBS VICE CHAIR3 $0$0$0 $01
SANDY ROBINSON SEC/TREAS3 $0$0$0 $07
JOSEPH MAZURKIEWICZ JR IMMEDIATE PA3 $0$0$0 $01
AURORA BADIA TRUSTEE3 $0$0$0 $01
JUAN BENDECK TRUSTEE3 $0$0$0 $01
CAROLYN CONANT TRUSTEE3 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE3 $0$0$0 $01
KEVIN L ERWIN TRUSTEE3 $0$0$0 $01
CRAIG FOLK TRUSTEE3 $0$0$0 $03
JOHN F GAMBA JR TRUSTEE3 $0$0$0 $01
CHAUNCEY GOSS TRUSTEE3 $0$0$0 $010
DENNIE HAMILTON TRUSTEE3 $0$0$0 $04
HON ARCHIE B HAYWARD JR TRUSTEE3 $0$0$0 $01
CHRISTOPHER HILL TRUSTEE3 $0$0$0 $01
LI-SU JAVEDAN TRUSTEE3 $0$0$0 $02
HUGH KINSEY JR TRUSTEE3 $0$0$0 $01
HOWARD L LELAND TRUSTEE3 $0$0$0 $01
ALAN MANDEL TRUSTEE3 $0$0$0 $03
DARREN ROBERTSHAW TRUSTEE3 $0$0$0 $01
ROBBIE B ROEPSTORFF TRUSTEE3 $0$0$0 $05
GAY THOMPSON TRUSTEE3 $0$0$0 $02
KARSON TURNER TRUSTEE3 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE3 $0$0$0 $01
RUSTY WHITLEY TRUSTEE3 $0$0$0 $01
2014 · 27 people listed · 2 paid, $302K · 18 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $165,000$0$15,950 $180,9507
RONALD E PENN CFO50 $115,945$0$5,259 $121,2043
JOSEPH MAZURKIEWICZ JR CHAIR3 $0$0$0 $01
GUY WHITESMAN VICE CHAIR3 $0$0$0 $01
GAY THOMPSON SEC/TREAS3 $0$0$0 $02
DAWN-MARIE DRISCOLL IMMEDIATE PA3 $0$0$0 $01
AURORA BADIA TRUSTEE1 $0$0$0 $01
DEBORAH M BRAENDLE TRUSTEE1 $0$0$0 $01
CAROLYN CONANT TRUSTEE1 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE1 $0$0$0 $01
KEVIN L ERWIN TRUSTEE1 $0$0$0 $01
CRAIG FOLK TRUSTEE1 $0$0$0 $03
JOHN GAMBA JR TRUSTEE1 $0$0$0 $01
DENNIE HAMILTON TRUSTEE1 $0$0$0 $04
HON ARCHIE B HAYWARD JR TRUSTEE1 $0$0$0 $01
CHRISTOPHER HILL TRUSTEE1 $0$0$0 $01
DR LARRY A HOBBS TRUSTEE1 $0$0$0 $01
LI-SU JAVEDAN TRUSTEE1 $0$0$0 $02
HUGH KINSEY JR TRUSTEE1 $0$0$0 $01
HOWARD L LELAND TRUSTEE1 $0$0$0 $01
ALAN MANDEL TRUSTEE1 $0$0$0 $03
DARREN ROBERTSHAW TRUSTEE1 $0$0$0 $01
SANDY ROBINSON TRUSTEE1 $0$0$0 $07
ROBBIE B ROEPSTORFF TRUSTEE1 $0$0$0 $05
KARSON TURNER TRUSTEE1 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE1 $0$0$0 $01
RUSTY WHITLEY TRUSTEE1 $0$0$0 $01
2013 · 23 people listed · 2 paid, $272K · 15 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $157,500$0$5,787 $163,2877
RONALD E PENN CFO / COO50 $102,910$0$5,586 $108,4963
DAWN-MARIE DRISCOLL IMMEDIATE PA3 $0$0$0 $01
JOSEPH MAZURKIEWICZ JR CHAIR3 $0$0$0 $01
A SCOTT WHITE TRUSTEE1 $0$0$0 $02
KEVIN L ERWIN TRUSTEE1 $0$0$0 $01
HON ARCHIE B HAYWARD JR TRUSTEE1 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE1 $0$0$0 $01
DR LARRY A HOBBS TRUSTEE1 $0$0$0 $01
ROBBIE B ROEPSTORFF TRUSTEE1 $0$0$0 $05
RUSTY WHITLEY TRUSTEE1 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE1 $0$0$0 $01
GUY WHITESMAN TRUSTEE1 $0$0$0 $01
DEBORAH M BRAENDLE TRUSTEE1 $0$0$0 $01
DARREN ROBERTSHAW TRUSTEE1 $0$0$0 $01
CRAIG FOLK TRUSTEE1 $0$0$0 $03
CHARLES GREEN TRUSTEE1 $0$0$0 $01
JOHN GAMBA JR TRUSTEE1 $0$0$0 $01
HOWARD L LELAND TRUSTEE1 $0$0$0 $01
GAY THOMPSON SEC/TREAS3 $0$0$0 $02
SANDY ROBINSON TRUSTEE1 $0$0$0 $07
CAROLYN CONANT TRUSTEE1 $0$0$0 $01
CHRISTOPHER HILL TRUSTEE1 $0$0$0 $01
2012 · 25 people listed · 2 paid, $255K · 12 employees · 133 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SARAH OWEN PRESIDENT /50 $150,000$0$5,304 $155,3047
RONALD E PENN CFO / COO50 $95,775$0$4,399 $100,1743
GARY AUBUCHON TRUSTEE1 $0$0$0 $02
JAY BRETT PAST CHAIR1 $0$0$0 $01
DAWN-MARIE DRISCOLL CHAIR10 $0$0$0 $01
JOSEPH MAZURKIEWICZ VICE CHAIR3 $0$0$0 $01
A SCOTT WHITE TRUSTEE1 $0$0$0 $02
KEVIN L ERWIN TRUSTEE1 $0$0$0 $01
HON ARCHIE B HAYWARD JR TRUSTEE1 $0$0$0 $01
MARIE M ACKORD TRUSTEE1 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE1 $0$0$0 $01
DR LARRY A HOBBS TRUSTEE1 $0$0$0 $01
ROBBIE B ROEPSTORFF TRUSTEE1 $0$0$0 $05
RUSTY WHITLEY TRUSTEE1 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE1 $0$0$0 $01
GUY WHITESMAN TRUSTEE1 $0$0$0 $01
DEBORAH M BRAENDLE TRUSTEE1 $0$0$0 $01
DARREN ROBERTSHAW TRUSTEE1 $0$0$0 $01
CRAIG FOLK TRUSTEE1 $0$0$0 $03
CHARLES GREEN TRUSTEE1 $0$0$0 $01
JOHN GAMBA JR TRUSTEE1 $0$0$0 $01
HOWARD L LELAND TRUSTEE1 $0$0$0 $01
GAY THOMPSON TRUSTEE1 $0$0$0 $02
JACQUELINE M MCCURDY TRUSTEE1 $0$0$0 $01
SANDY ROBINSON SEC/TREAS1 $0$0$0 $07
2011 · 30 people listed · 3 paid, $259K · 16 employees · 125 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA I EAST FORMER PRES50 $140,610$0$8,085 $148,6951
RONALD E PENN CFO / COO50 $81,210$0$2,822 $84,0323
SARAH OWENS PRESIDENT /50 $26,613$0$0 $26,6131
GARY AUBUCHON TRUSTEE1 $0$0$0 $02
JAY BRETT PAST CHAIR1 $0$0$0 $01
DAWN-MARIE DRISCOLL CHAIR10 $0$0$0 $01
CHARLES IDELSON TRUSTEE1 $0$0$0 $011
DAVID LUCAS TRUSTEE1 $0$0$0 $04
JOSEPH MAZURKIEWICZ VICE CHAIR3 $0$0$0 $01
DAVID SHELLENBARGER TRUSTEE1 $0$0$0 $01
A SCOTT WHITE SEC/TREAS1 $0$0$0 $02
KEVIN ERWIN TRUSTEE1 $0$0$0 $01
JUDGE ARCHIE B HAYWARD JR TRUSTEE1 $0$0$0 $01
MARIE M ACKORD TRUSTEE1 $0$0$0 $01
ROY BORREGO TRUSTEE1 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE1 $0$0$0 $01
DR LARRY A HOBBS TRUSTEE1 $0$0$0 $01
ROBBIE B ROEPSTORFF TRUSTEE1 $0$0$0 $05
STEVEN WHITLEY TRUSTEE1 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE1 $0$0$0 $01
GUY WHITESMAN TRUSTEE1 $0$0$0 $01
DEBORAH BRAENDLE TRUSTEE1 $0$0$0 $01
DARREN ROBERTSHAW TRUSTEE1 $0$0$0 $01
ALEXANDER ROBINSON TRUSTEE3 $0$0$0 $02
CRAIG FOLK TRUSTEE1 $0$0$0 $03
CHARLES GREEN TRUSTEE1 $0$0$0 $01
JOHN GAMBA JR TRUSTEE1 $0$0$0 $01
HOWARD L LELAND TRUSTEE1 $0$0$0 $01
GAY REBEL THOMPSON TRUSTEE1 $0$0$0 $02
JACQUELINE M MCCURDY TRUSTEE1 $0$0$0 $01
2010 · 29 people listed · 2 paid, $225K · 10 employees · 118 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA I EAST PRES / CEO50 $119,606$0$11,197 $130,8031
RONALD E PENN CFO / COO45 $91,185$0$2,833 $94,0183
DONNA F KAYE PAST CHAIR1 $0$0$0 $01
GARY AUBUCHON TRUSTEE1 $0$0$0 $02
SUSAN BENNETT TRUSTEE1 $0$0$0 $01
JAY BRETT CHAIR5 $0$0$0 $01
ROBERT DAFROTA TRUSTEE1 $0$0$0 $01
DAWN-MARIE DRISCOLL VICE CHAIR3 $0$0$0 $01
ALEXANDER ROBINSON TRUSTEE1 $0$0$0 $02
CHARLES IDELSON TRUSTEE1 $0$0$0 $011
DAVID LUCAS TRUSTEE1 $0$0$0 $04
JOSEPH MAZURKIEWICZ TRUSTEE1 $0$0$0 $01
CAROLYN ROGERS TRUSTEE1 $0$0$0 $02
DAVID SHELLENBARGER TRUSTEE1 $0$0$0 $01
A SCOTT WHITE SEC/TREAS1 $0$0$0 $02
JOSEPH CATTI TRUSTEE1 $0$0$0 $015
KEVIN ERWIN TRUSTEE1 $0$0$0 $01
JUDGE ARCHIE B HAYWARD JR TRUSTEE1 $0$0$0 $01
STEVEN H PONTIUS TRUSTEE1 $0$0$0 $01
MARIE M ACKORD TRUSTEE1 $0$0$0 $01
ROY BORREGO TRUSTEE1 $0$0$0 $01
PATRICIA K DOBBINS TRUSTEE1 $0$0$0 $01
DR LARRY A HOBBS TRUSTEE1 $0$0$0 $01
ROBBIE B ROEPSTORFF TRUSTEE1 $0$0$0 $05
STEVEN WHITLEY TRUSTEE1 $0$0$0 $01
MYRA HALE WALTERS TRUSTEE1 $0$0$0 $01
GUY WHITESMAN TRUSTEE1 $0$0$0 $01
DEBORAH BRAENDLE TRUSTEE1 $0$0$0 $01
DARREN ROBERTSHAW TRUSTEE1 $0$0$0 $01

Highest-paid independent contractors

2024 · 4 contractors · $823K
NameLocationServicePaid
SEI INVESTMENTSOAKS, PAINVESTMENT MANAGEMENT$268,622
MADELEINE KAHNBERKELEY, CAGRANT WRITING$216,950
AGL SOLUTIONS LLCFORT MYERS, FLPUBLIC POLICY$199,992
MELISSA SEVERANCENAPLES, FLTRAINING PROGRAM DEVELOPMENT$137,476
2023 · 3 contractors · $683K
NameLocationServicePaid
ADVERTISING FOR HUMANITY INCTOPSFIELD, MAMARKETING & COMMUNICATION$320,217
AGL SOLUTIONS LLCFORT MYERS, FLPUBLIC POLICY$199,992
HOPEFUL IMAGESFORT MYERS, FLPHOTOJOURNALISM & STORY TELLING$162,353
2022 · 3 contractors · $567K
NameLocationServicePaid
ADVERTISING FOR HUMANITY INCTOPSFIELD, MAMARKETING & COMMUNICATION$351,726
RIVET BRANDSBABCOCK RANCH, FLMARKETING & COMMUNICATION$113,303
HOPEFUL IMAGESFORT MYERS, FLPHOTOJOURNALISM & STORY TELLING$101,514
2021 · 2 contractors · $778K
NameLocationServicePaid
ADVERTISING FOR HUMANITYTOPSFIELD, MACONSULTING/MKTG$667,568
STELLAR TECHNOLOGY SOLUTIONS LLCPHILADELPHIA, PATECHNOLOGY SVCS$110,707
2020 · 2 contractors · $521K
NameLocationServicePaid
ADVERTISING FOR HUMANITYTOPSFIELD, MACONSULTING/MKTG$394,575
ISAACSON MILLERBOSTON, MAEXEC SEARCH$126,324
2019 · 2 contractors · $285K
NameLocationServicePaid
COUHIG PARTNERS LLCNEW ORLEANS, LALEGAL SERVICES$150,452
MARKHAM NORTON MOSTELLER WRIGHT & COFORT MYERS, FLPROF SERVICES$135,000
2018 · 2 contractors · $549K
NameLocationServicePaid
MARKHAM NORTON MOSTELLER WRIGHT & COFORT MYERS, FLPROF SERVICES$405,000
COUHIG PARTNERS LLCNEW ORLEANS, LALEGAL SERVICES$144,000
2016 · 1 contractor · $104K
NameLocationServicePaid
DAVID FLEMMINGFORT MYERS, FLSTRAT PLAN/PRGM$103,750
2015 · 1 contractor · $120K
NameLocationServicePaid
DAVID FLEMMINGFORT MYERS, FLSTRAT PLAN/PRGM$120,000
2014 · 1 contractor · $120K
NameLocationServicePaid
DAVID FLEMMINGFORT MYERS, FLSTRAT PLAN/PRGM$120,000
2013 · 1 contractor · $120K
NameLocationServicePaid
DAVID FLEMINGSTRAT PLAN/PRGM$120,000

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2025$19,357,757$01
2021$0$01
2020$0$01
Largest awards · 1 shown
YearAgencyKindProgramDescriptionObligated
2025Environmental Protection AgencyGrant or other assistanceENVIRONMENTAL AND CLIMATE JUSTICE COMMUNITY CHANGE GRANTS PROGRAM 66.616DESCRIPTION:THIS AGREEMENT PROVIDES FUNDING IN THE AMOUNT OF $19,357,757 UNDER THE INFLATION REDUCTION ACT (IRA) TO SOUTHWEST FLORIDA COMMUNITY FOUNDATION, DBA $19,357,757

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

1 US trademark, 0 live.

MarkSerialFiledStatusSource
COLLABORATORY908724522021-08-09AbandonedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 166 grants to organizations · $5.2M

Listed grants add up to $5,194,549; the return's “grants paid” expense line says $8,318,465. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 171 grants to organizations · $5.8M

Listed grants add up to $5,828,181; the return's “grants paid” expense line says $8,465,141. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 152 grants to organizations · $9.1M

Listed grants add up to $9,140,347; the return's “grants paid” expense line says $10,312,150. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 135 grants to organizations · $5.3M

Listed grants add up to $5,294,320; the return's “grants paid” expense line says $6,454,652. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 134 grants to organizations · $5.8M

Listed grants add up to $5,816,556; the return's “grants paid” expense line says $6,682,943. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 160 grants to organizations · $5.9M

Listed grants add up to $5,885,952; the return's “grants paid” expense line says $6,877,499. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 162 grants to organizations · $5.1M

Listed grants add up to $5,120,920; the return's “grants paid” expense line says $5,891,202. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 158 grants to organizations · $5.5M

Listed grants add up to $5,520,848; the return's “grants paid” expense line says $6,422,577. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 134 grants to organizations · $4.4M

Listed grants add up to $4,363,565; the return's “grants paid” expense line says $5,193,525. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 130 grants to organizations · $3.5M

Listed grants add up to $3,521,327; the return's “grants paid” expense line says $4,228,564. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 109 grants to organizations · $2.9M

Listed grants add up to $2,946,709; the return's “grants paid” expense line says $3,371,441. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 106 grants to organizations · $2.4M

Listed grants add up to $2,429,073; the return's “grants paid” expense line says $2,880,060. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 113 grants to organizations · $3.8M

Listed grants add up to $3,821,584; the return's “grants paid” expense line says $4,105,534. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 115 grants to organizations · $2.3M

Listed grants add up to $2,348,838; the return's “grants paid” expense line says $2,454,892. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 115 grants to organizations · $3.2M

Listed grants add up to $3,171,912; the return's “grants paid” expense line says $3,231,912. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$31,414,260$19,680,699 $183,474,472$174,887,249 $21,481,573$0 $1,093,71938231
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$28,118,994$17,300,901 $162,968,322$155,080,610 $19,984,361$0 $1,004,71833273
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$21,592,217$16,701,607 $159,037,731$144,693,885 $18,771,646$0 $753,06132273
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$16,558,924$11,409,603 $150,939,743$128,706,595 $6,089,215$0 $485,08529273
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$17,799,065$11,228,850 $181,291,713$157,422,459 $7,891,415$0 $529,02526171
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$13,722,152$10,868,202 $146,689,909$125,109,596 $14,052,567$0 $554,31920251
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$21,503,920$9,710,207 $134,951,570$120,275,869 $13,041,091$0 $586,19518276
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$23,056,367$9,925,960 $126,767,839$111,774,215 $14,209,172$0 $415,22216240
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$9,834,605$7,649,389 $112,254,916$97,269,090 $7,099,678$0 $391,41716150
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$5,348,112$6,731,994 $94,165,734$88,798,310 $3,930,741$0 $375,57620150
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$12,607,234$5,602,950 $93,533,090$88,271,924 $11,175,128$0 $323,52018150
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$11,282,132$4,861,264 $82,538,189$76,877,152 $8,235,847$0 $293,56215100
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$6,093,739$5,582,325 $69,750,445$63,966,021 $4,545,963$4,756 $247,50012133
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$6,410,033$3,989,627 $63,957,237$58,140,879 $5,166,046$0 $279,56316125
2010 · Form 990 period ending 2011-06-30 · amended · view filing · original 990 ↗
$4,451,929$4,655,219 $60,882,511$54,902,701 $1,025,144$0 $225,72010118
2010 · Form 990 period ending 2011-06-30 · superseded · view filing · original 990 ↗
$4,451,929$4,655,219 $60,882,511$54,902,701 $1,025,144$0 $225,72010118

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

105 grantors reported grants to this organization, $14,564,385 in all, tax years 2010 to 2025; the 25 largest shown (all 105). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
WALTER R FERGUSON CHARITABLE FOUNDATION Private foundation Fuzzy filed as “SOUTHWEST FLORIDA COMMUNITY FOUNDATION” 2019 2$2,893,176 2019$2,893,176
show
CAPE CORAL COMMUNITY FOUNDATION DAF sponsor Exact 2024 1$2,634,069 2024$2,634,069
show
COMMUNITY HEALTH ASSOCIATION INC Private foundation Fuzzy filed as “SOUTHWEST FLORIDA COMMUNITY FOUNDATION” 2013 1$1,500,000 2013$1,500,000
show
COLLIER COMMUNITY FOUNDATION INC DAF sponsor Exact 2014, 2017, 2022 6$1,166,932 2022$1,105,995
show
ELSA AND PETER SODERBERG CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “SOUTHWEST FLORIDA COMMUNITY FOUNDATION” 2020-2024 5$700,000 2024$275,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016-2024 9$626,490 2024$46,300
show
LONG BAY CHARITABLE FOUNDATION Private foundation Fuzzy filed as “SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC” 2015, 2017 2$550,000 2017$500,000
show
THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA INC DAF sponsor Exact 2022 2$350,000 2022$350,000
show
FLORIDA BAR FOUNDATION INC Public charity Exact 2017 1$300,000 2017$300,000
show
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor Exact 2012-2013, 2022-2023 5$273,500 2023$76,000
show
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor Exact 2013, 2017 2$211,450 2017$5,000
show
CHARLES STEWART MOTT FOUNDATION Private foundation Fuzzy filed as “Southwest Florida Community Foundation Inc” 2020-2022 3$200,300 2022$300
show
CHAMPIONS 4 CHILDREN INC Public charity Exact 2021-2024 4$153,000 2024$33,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2017, 2019-2024 7$152,360 2024$8,300
show
LUMINA FOUNDATION FOR EDUCATION INC Private foundation Fuzzy filed as “Southwest Florida Community Foundation Inc” 2020 2$145,000 2020$145,000
show
VOLUNTEER FLORIDA FOUNDATION INC Public charity Exact 2022 1$125,000 2022$125,000
show
THE COMMUNITY FOUNDATION INC DAF sponsor Exact 2022 1$125,000 2022$125,000
show
WAKE UP AMERICA OF SW FLORIDA INC Public charity Exact 2014 1$109,080 2014$109,080
show
GULF COAST COMMUNITY FOUNDATION INC DAF sponsor Exact 2024 1$100,000 2024$100,000
show
JPMORGAN CHASE FOUNDATION Private foundation Fuzzy filed as “SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC” 2017 1$100,000 2017$100,000
show
THE RED SOX FOUNDATION INC Public charity Exact 2017 1$100,000 2017$100,000
show
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor Exact 2015 1$100,000 2015$100,000
show
FLORIDA PHILANTHROPIC NETWORK INC Public charity Exact 2022 1$90,000 2022$90,000
show
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES Public charity Exact 2018 1$90,000 2018$90,000
show
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor Exact 2014 1$75,000 2014$75,000
show

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Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PINELLAS COMMUNITY FOUNDATIONFLT31 $21,652,227$17,825,459 CEO / SECRET$226,769 Same NTEE code T31, revenue within 2x, same state, similar name
COMMUNITY FOUNDATION OF BROWARD INCFLT31 $55,146,534$25,403,498 CEO/PRESIDENT$423,704 Same NTEE code T31, revenue within 2x, same state, similar name
COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INCFLT31 $51,053,462$37,317,339 PRESIDENT/CEO$476,855 Same NTEE code T31, revenue within 2x, same state
INDIAN RIVER COMMUNITY FOUNDATIONFLT31 $32,499,993$19,252,796 CEO/PRESIDENT$272,040 Same NTEE code T31, revenue within 2x, same state, similar name
CITRUS RESERACH AND FIELD TRIAL FOUNDATION INCFLT31 $17,661,554$16,876,266 PROGRAM MANA$239,452 Same NTEE code T31, revenue within 2x, same state
COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTONWAT31 $42,748,028$34,597,892 President$301,270 Same NTEE code T31, revenue within 2x, similar name
IDAHO COMMUNITY FOUNDATION INCIDT31 $38,904,382$17,384,786 PRESIDENT & CEO$237,123 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF SOUTH GEORGIA INCGAT31 $16,069,666$12,121,413 PRESIDENT$275,607 Same NTEE code T31, revenue within 2x, similar name
WESTERN COLORADO COMMUNITY FOUNDATION INCCOT31 $19,127,571$12,535,569 CEO/PRESIDENT$242,077 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INCWIT31 $15,936,756$7,155,028 PRESIDENT/CEO$154,481 Same NTEE code T31, revenue within 2x, similar name
NEVADA COMMUNITY FOUNDATION INCNVT31 $36,650,798$20,540,529 PRESIDENT AN$368,795 Same NTEE code T31, revenue within 2x, similar name
LAKESHORE COMMUNITY FOUNDATION INCWIT31 $26,474,338$3,657,101 CHIEF EXECUTIVE OFFICER$199,734 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION ALLIANCE INCINT31 $23,051,770$12,404,634 CEO/SECRETARY$213,479 Same NTEE code T31, revenue within 2x, similar name
CUMBERLAND COMMUNITY FOUNDATION INCNCT31 $17,480,282$11,459,095 PRESIDENT/CEO$210,929 Same NTEE code T31, revenue within 2x, similar name
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INCSCT31 $46,328,098$40,582,009 CEO$400,983 Same NTEE code T31, revenue within 2x, similar name
ATHENS AREA COMMUNITY FOUNDATION INCGAT31 $15,763,923$9,829,941 CEO/PRESIDENT$130,572 Same NTEE code T31, revenue within 2x, similar name
HAMILTON COMMUNITY FOUNDATION INCOHT31 $31,562,395$11,820,167 PRESIDENT/CE$208,740 Same NTEE code T31, revenue within 2x, similar name
GRAND HAVEN AREA COMMUNITY FOUNDATION INCMIT31 $21,451,520$14,250,690 PRESIDENT$329,273 Same NTEE code T31, revenue within 2x, similar name
ADIRONDACK COMMUNITY FOUNDATION INCNYT31 $21,594,091$12,846,663 PRESIDENT & CEO$180,726 Same NTEE code T31, revenue within 2x, similar name
STARK COMMUNITY FOUNDATION INCOHT31 $38,502,904$22,042,441 PRESIDENT$317,284 Same NTEE code T31, revenue within 2x, similar name
CHESTER COUNTY COMMUNITY FOUNDATION INCPAT31 $21,125,233$8,863,509 PRESIDENT/CEO$251,085 Same NTEE code T31, revenue within 2x, similar name
AKRON COMMUNITY FOUNDATIONOHT31 $20,297,406$20,048,920 PRESIDENT & CEO$414,532 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION FOR GREATER BUFFALO INCNYT31 $48,658,362$46,615,540 PRESIDENT/CEO$466,397 Same NTEE code T31, revenue within 2x, similar name
BALTIMORE COMMUNITY FOUNDATION INCMDT31 $60,559,630$37,455,302 PRESIDENT & CEO$337,197 Same NTEE code T31, revenue within 2x, similar name
MID-SHORE COMMUNITY FOUNDATION INCMDT31 $37,531,673$14,238,836 PRESIDENT$215,766 Same NTEE code T31, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GREATER HORIZONS DAF sponsor$174,908,85937 122010–2024 INDIAN RIVER COMMUNITY FOUNDATION; THE COMMUNITY FOUNDATION; NEVADA COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF ACADIANA and 8 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$160,236,768642 962016–2024 WALKER AREA COMMUNITY FOUNDATION; BALTIMORE COMMUNITY FOUNDATION INC; VERMONT COMMUNITY FOUNDATION; ASPEN COMMUNITY FOUNDATION and 92 more
THE RALPH C WILSON JR FOUNDATION Private foundation$107,664,250100 22020–2024 COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; ANN ARBOR AREA COMMUNITY FOUNDATION
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$80,463,675605 932014–2024 COMMUNITY FOUNDATION OF WABASH COUNTY INC; WHITEFISH COMMUNITY FOUNDATION INC; BALTIMORE COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF THE NAPA VALLEY and 89 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$72,339,88069 212010–2024 YAMPA VALLEY COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF THE NAPA VALLEY; WHITEFISH COMMUNITY FOUNDATION INC; SONOMA COUNTY COMMUNITY FOUNDATION and 17 more
CHARLES STEWART MOTT FOUNDATION funds this one Private foundation$69,049,503129 82015–2024 COMMUNITY FOUNDATION OF GREATER FLINT; COMMUNITY FOUNDATION OF WABASH COUNTY INC; WYOMING COMMUNITY FOUNDATION; MUSKEGON COUNTY COMMUNITY FOUNDATION and 4 more
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$54,780,485237 672014–2024 YAMPA VALLEY COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF ACADIANA; COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; COMMUNITY FOUNDATION OF SOUTH GEORGIA INC and 63 more
HERBERT SIMON FAMILY FOUNDATION Private foundation$52,812,2067 12020–2024 CENTRAL INDIANA COMMUNITY FOUNDATION INC
MUNGER CHARITABLE TR NUMBER THREE Private foundation$51,666,7573 12024–2024 PASADENA COMMUNITY FOUNDATION
ALAN J ARNOLD MD CHARITABLE FOUNDATION Private foundation$34,303,0132 12022–2023 NEVADA COMMUNITY FOUNDATION INC
W K KELLOGG FOUNDATION funds this one Private foundation$33,062,080134 202009–2024 SANTA FE COMMUNITY FOUNDATION; COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; LINCOLN COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF THE OZARKS INC and 16 more
TIGER BARON FOUNDATION INC Private foundation$32,502,2685 12015–2024 VERMONT COMMUNITY FOUNDATION
RASMUSON FOUNDATION Private foundation$32,065,963285 12012–2024 ALASKA COMMUNITY FOUNDATION
LILLY ENDOWMENT INC Private foundation$31,579,64038 52011–2025 WABASH VALLEY COMMUNITY FOUNDATION INC; PORTER COUNTY COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF THE OZARKS INC; COMMUNITY FOUNDATION ALLIANCE INC and 1 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one DAF sponsor$28,855,420207 702020–2024 CENTRAL INDIANA COMMUNITY FOUNDATION INC; YORK COUNTY COMMUNITY FOUNDATION; FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC; GREATER GREEN BAY COMMUNITY FOUNDATION INC and 66 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $19,680,699 spent · pay $3,715,414 · grants $8,318,465 · events $120,415
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,421,457$5,421,457-- 27.5%
Fees: other services $4,162,006$2,788,544$1,082,122$291,340 21.1%
Grants to US individuals $2,832,008$2,832,008-- 14.4%
Other salaries and wages $2,105,575$1,410,735$547,450$147,390 10.7%
Other (as described)CREDIT LOSS ALLOWANCE $1,149,829$770,385$298,956$80,488 5.8%
Pay: officers, directors, trustees, key employees $1,093,719$732,792$284,367$76,560 5.6%
Other (as described)DIRECT PROGRAM EXPENSES $440,838$295,361$114,618$30,859 2.2%
Fees: investment management $385,246$258,115$100,164$26,967 2.0%
Information technology $346,816$232,367$90,172$24,277 1.8%
Other employee benefits $308,654$206,798$80,250$21,606 1.6%
Office expenses $200,906$134,607$52,236$14,063 1.0%
Occupancy $178,053$119,295$46,294$12,464 0.9%
Depreciation and depletion $160,451$107,502$41,717$11,232 0.8%
Payroll taxes $157,162$105,299$40,862$11,001 0.8%
Conferences, conventions and meetings $120,415$80,678$31,308$8,429 0.6%
Insurance $120,313$80,610$31,281$8,422 0.6%
Other (as described)DUES & SUBSCRIPTIONS $117,803$78,928$30,629$8,246 0.6%
Fees: accounting $109,527$73,383$28,477$7,667 0.6%
Grants outside the US $65,000$65,000-- 0.3%
Pension plan contributions $50,304$33,704$13,079$3,521 0.3%
Fees: lobbying $50,000$33,500$13,000$3,500 0.3%
Other (as described)DONOR RELATIONS $40,533$27,157$10,539$2,837 0.2%
All other expenses $34,678$23,233$9,017$2,428 0.2%
Travel $26,957$18,061$7,009$1,887 0.1%
Fees: legal $2,449$1,641$637$171 0.0%
Total$19,680,699100%

View the filing

2023 · Form 990 · $17,300,901 spent · pay $3,037,857 · grants $8,465,141 · events $95,972
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $7,222,871$7,222,871-- 41.7%
Fees: other services $2,609,671$1,754,496$674,365$180,810 15.1%
Other salaries and wages $1,626,849$1,093,739$420,394$112,716 9.4%
Grants to US individuals $1,242,270$1,242,270-- 7.2%
Pay: officers, directors, trustees, key employees $1,004,718$675,477$259,629$69,612 5.8%
Other (as described)ALLOWANCE FOR CREDIT LO $714,958$480,670$184,752$49,536 4.1%
Other (as described)DIRECT PROGRAM EXPENSES $478,104$321,432$123,547$33,125 2.8%
Fees: investment management $366,940$246,696$94,821$25,423 2.1%
Information technology $338,097$227,304$87,368$23,425 2.0%
Occupancy $244,480$164,365$63,176$16,939 1.4%
Other employee benefits $235,387$158,252$60,826$16,309 1.4%
Office expenses $160,283$107,759$41,419$11,105 0.9%
All other expenses $155,142$104,303$40,090$10,749 0.9%
Depreciation and depletion $140,126$94,207$36,210$9,709 0.8%
Insurance $127,442$85,680$32,932$8,830 0.7%
Payroll taxes $126,836$85,273$32,776$8,787 0.7%
Fees: accounting $97,050$65,247$25,079$6,724 0.6%
Conferences, conventions and meetings $95,972$64,523$24,800$6,649 0.6%
Other (as described)DUES & SUBSCRIPTIONS $76,974$51,750$19,891$5,333 0.4%
Interest $67,298$45,245$17,390$4,663 0.4%
Other (as described)DONOR RELATIONS $59,812$40,212$15,456$4,144 0.3%
Fees: lobbying $50,000-$50,000- 0.3%
Pension plan contributions $44,067$29,627$11,387$3,053 0.3%
Travel $15,554$10,457$4,019$1,078 0.1%
Total$17,300,901100%

View the filing

2022 · Form 990 · $16,701,607 spent · pay $2,701,462 · grants $10,312,150 · events $49,537
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $9,172,291$9,172,291-- 54.9%
Other salaries and wages $1,618,677$874,085$453,230$291,362 9.7%
Grants to US individuals $1,139,859$1,139,859-- 6.8%
Other (as described)DIRECT PROGRAM EXPENSES $860,385$464,608$240,908$154,869 5.2%
Pay: officers, directors, trustees, key employees $753,061$406,653$210,857$135,551 4.5%
Fees: other services $751,832$432,989$174,513$144,330 4.5%
All other expenses $518,415$279,944$145,156$93,315 3.1%
Fees: investment management $318,601$172,045$89,208$57,348 1.9%
Information technology $278,574$150,430$78,001$50,143 1.7%
Occupancy $210,000$113,400$58,800$37,800 1.3%
Other employee benefits $195,721$105,689$54,802$35,230 1.2%
Interest $159,343$86,045$44,616$28,682 1.0%
Office expenses $157,185$84,880$44,012$28,293 0.9%
Payroll taxes $120,607$65,128$33,770$21,709 0.7%
Insurance $116,756$63,048$32,692$21,016 0.7%
Fees: accounting $55,010$29,705$15,403$9,902 0.3%
Other (as described)DONOR RELATIONS $51,360$27,734$14,381$9,245 0.3%
Fees: lobbying $50,000-$50,000- 0.3%
Conferences, conventions and meetings $49,537$26,750$13,870$8,917 0.3%
Other (as described)DUES & SUBSCRIPTIONS $43,237$23,348$12,106$7,783 0.3%
Depreciation and depletion $27,246$14,713$7,629$4,904 0.2%
Fees: legal $24,524$13,243$6,867$4,414 0.1%
Travel $15,990$8,635$4,477$2,878 0.1%
Pension plan contributions $13,396$7,234$3,751$2,411 0.1%
Total$16,701,607100%

View the filing

2021 · Form 990 · $11,409,603 spent · pay $2,181,900 · grants $6,454,652 · events $31,898
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,294,320$5,294,320-- 46.4%
Other salaries and wages $1,382,445$732,696$400,909$248,840 12.1%
Grants to US individuals $1,160,332$1,160,332-- 10.2%
Other (as described)PROJECTS $750,845$750,845-- 6.6%
Pay: officers, directors, trustees, key employees $485,085$257,095$140,674$87,316 4.3%
Occupancy $355,800$178,305$109,518$67,977 3.1%
Fees: investment management $321,444$170,365$93,219$57,860 2.8%
Fees: other services $302,707$160,435$87,785$54,487 2.7%
Interest $290,032$138,734$93,354$57,944 2.5%
Information technology $264,311$126,431$85,075$52,805 2.3%
Other employee benefits $160,827$85,239$46,640$28,948 1.4%
Payroll taxes $126,978$67,298$36,824$22,856 1.1%
Office expenses $125,285$66,401$36,333$22,551 1.1%
Insurance $96,348$46,087$31,012$19,249 0.8%
Fees: accounting $55,325$29,322$16,044$9,959 0.5%
Depreciation and depletion $50,724$24,264$16,326$10,134 0.4%
Other (as described)MISCELLANEOUS $41,361$21,973$11,925$7,463 0.4%
Other (as described)DUES & SUBSCRIPTIONS $37,165$19,697$10,778$6,690 0.3%
Other (as described)RELATIONSHIPS $32,244$17,089$9,351$5,804 0.3%
Conferences, conventions and meetings $31,898$16,906$9,250$5,742 0.3%
Pension plan contributions $26,565$14,079$7,704$4,782 0.2%
Travel $14,872$7,882$4,313$2,677 0.1%
Fees: legal $2,690$1,426$780$484 0.0%
Total$11,409,603100%

View the filing

2020 · Form 990 · $11,228,850 spent · pay $1,450,003 · grants $6,682,943 · events $14,994
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,816,556$5,816,556-- 51.8%
Other (as described)PROJECTS $1,321,753$1,321,753-- 11.8%
Grants to US individuals $866,387$866,387-- 7.7%
Other salaries and wages $701,924$372,020$210,577$119,327 6.3%
Pay: officers, directors, trustees, key employees $529,025$280,383$158,707$89,935 4.7%
Occupancy $383,834$207,705$171,387$4,742 3.4%
Fees: investment management $306,610$252,524$50,069$4,017 2.7%
Interest $259,963$130,934$129,029- 2.3%
Fees: other services $237,058$177,601$55,039$4,418 2.1%
Information technology $211,948$84,891$115,506$11,551 1.9%
Other employee benefits $116,641$61,819$34,993$19,829 1.0%
Office expenses $88,212$20,862$63,901$3,449 0.8%
Payroll taxes $80,060$42,432$24,018$13,610 0.7%
Insurance $62,504$31,813$29,866$825 0.6%
Other (as described)RELATIONSHIPS $51,668$30,675$4,084$16,909 0.5%
Fees: accounting $47,500$39,121$7,757$622 0.4%
Depreciation and depletion $44,333$23,000$20,785$548 0.4%
Other (as described)DUES & SUBSCRIPTIONS $37,117$2,279$31,385$3,453 0.3%
Pension plan contributions $22,353$11,847$6,706$3,800 0.2%
Other (as described)MISCELLANEOUS $18,312$3,363$14,003$946 0.2%
Conferences, conventions and meetings $14,994$5,355$8,411$1,228 0.1%
Travel $9,418$2,702$6,039$677 0.1%
Fees: legal $680$560$111$9 0.0%
Total$11,228,850100%

View the filing

2019 · Form 990 · $10,868,202 spent · pay $1,711,787 · grants $6,877,499 · events $50,799
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,885,952$5,885,952-- 54.2%
Grants to US individuals $991,547$991,547-- 9.1%
Other salaries and wages $937,393$496,818$281,218$159,357 8.6%
Fees: other services $778,304$660,065$115,322$2,917 7.2%
Pay: officers, directors, trustees, key employees $554,319$293,789$166,296$94,234 5.1%
Occupancy $315,257$160,458$150,638$4,161 2.9%
Interest $265,539$133,751$131,788- 2.4%
Fees: investment management $220,363$116,792$66,109$37,462 2.0%
Information technology $197,533$79,118$107,650$10,765 1.8%
Other (as described)PROJECTS $105,017$105,017-- 1.0%
Other employee benefits $103,595$54,905$31,079$17,611 1.0%
Payroll taxes $95,466$50,597$28,640$16,229 0.9%
Office expenses $88,914$26,378$59,335$3,201 0.8%
Insurance $60,321$30,702$28,823$796 0.6%
Conferences, conventions and meetings $50,799$18,144$28,494$4,161 0.5%
Fees: accounting $46,427$24,606$13,928$7,893 0.4%
Depreciation and depletion $30,792$15,672$14,714$406 0.3%
Other (as described)DUES & SUBSCRIPTIONS $30,669$1,883$25,933$2,853 0.3%
Other (as described)RELATIONSHIPS $26,164$9,906$3,162$13,096 0.2%
Other (as described)PRINTING AND PUBLICATION $23,947$19,846$799$3,302 0.2%
Pension plan contributions $21,014$11,138$6,304$3,572 0.2%
All other expenses $19,456$3,572$14,876$1,008 0.2%
Travel $18,334$5,259$11,757$1,318 0.2%
Fees: legal $1,080-$900$180 0.0%
Total$10,868,202100%

View the filing

2018 · Form 990 · $9,710,207 spent · pay $1,654,139 · grants $5,891,202 · events $44,016
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,120,920$5,120,920-- 52.7%
Other salaries and wages $824,946$437,221$247,484$140,241 8.5%
Grants to US individuals $770,282$770,282-- 7.9%
Fees: other services $752,896$594,787$158,109- 7.8%
Pay: officers, directors, trustees, key employees $586,195$205,168$281,373$99,654 6.0%
Occupancy $276,474$157,591$110,589$8,294 2.8%
Interest $212,597$121,180$91,417- 2.2%
Fees: investment management $211,581$167,364$43,538$679 2.2%
Information technology $177,193$62,018$85,052$30,123 1.8%
Other (as described)PROJECTS $150,169$150,169-- 1.5%
Other employee benefits $138,676$73,583$41,518$23,575 1.4%
Payroll taxes $86,080$45,623$25,824$14,633 0.9%
Office expenses $86,078$30,128$41,316$14,634 0.9%
Insurance $50,324$17,614$24,155$8,555 0.5%
Other (as described)RELATIONSHIPS $46,004$16,101$22,082$7,821 0.5%
Conferences, conventions and meetings $44,016$15,406$21,127$7,483 0.5%
Fees: accounting $39,900$31,562$8,210$128 0.4%
Other (as described)DUES & SUBSCRIPTIONS $36,327$12,714$17,437$6,176 0.4%
Travel $24,580$8,603$11,798$4,179 0.3%
Other (as described)PRINTING AND PUBLICATION $23,475$8,216$11,268$3,991 0.2%
All other expenses $18,936$6,627$9,091$3,218 0.2%
Pension plan contributions $18,242$9,668$5,473$3,101 0.2%
Depreciation and depletion $12,202$4,271$5,857$2,074 0.1%
Fees: legal $2,114$740$1,015$359 0.0%
Total$9,710,207100%

View the filing

2017 · Form 990 · $9,925,960 spent · pay $1,203,052 · grants $6,422,577 · events $82,519
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,520,848$5,520,848-- 55.6%
Fees: other services $1,274,211$901,200$238,974$134,037 12.8%
Grants to US individuals $901,729$901,729-- 9.1%
Other salaries and wages $625,556$281,500$218,945$125,111 6.3%
Pay: officers, directors, trustees, key employees $415,222$186,850$145,328$83,044 4.2%
Fees: investment management $213,564$96,104$74,747$42,713 2.2%
Information technology $201,811$99,043$70,055$32,713 2.0%
Occupancy $119,568$53,806$41,849$23,913 1.2%
Other (as described)PROJECTS $107,427$107,427-- 1.1%
Other employee benefits $86,179$38,779$30,163$17,237 0.9%
Conferences, conventions and meetings $82,519$48,871$29,569$4,079 0.8%
Office expenses $66,171$29,777$23,160$13,234 0.7%
Payroll taxes $63,624$28,631$22,268$12,725 0.6%
Depreciation and depletion $43,009$19,354$15,053$8,602 0.4%
Fees: accounting $39,900$17,955$13,965$7,980 0.4%
Other (as described)DUES & SUBSCRIPTIONS $38,405$17,282$13,442$7,681 0.4%
Insurance $31,228$14,053$10,929$6,246 0.3%
Travel $24,351$7,386$16,535$430 0.2%
Other (as described)MISCELLANEOUS $24,047$10,675$8,510$4,862 0.2%
Other (as described)PRINTING AND PUBLICATION $17,471$7,862$6,115$3,494 0.2%
All other expenses $15,147$6,816$5,302$3,029 0.2%
Pension plan contributions $12,471$5,612$4,365$2,494 0.1%
Fees: legal $1,422$640$498$284 0.0%
Advertising and promotion $80$36$28$16 0.0%
Total$9,925,960100%

View the filing

2016 · Form 990 · $7,649,389 spent · pay $1,138,637 · grants $5,193,525 · events $38,247
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,363,565$4,363,565-- 57.0%
Grants to US individuals $829,960$829,960-- 10.9%
Other salaries and wages $600,472$282,222$198,156$120,094 7.8%
Pay: officers, directors, trustees, key employees $391,417$183,965$129,168$78,284 5.1%
Fees: other services $379,279$178,261$125,162$75,856 5.0%
Fees: investment management $207,245$97,405$68,391$41,449 2.7%
Information technology $198,444$110,434$58,168$29,842 2.6%
Occupancy $113,804$53,488$37,555$22,761 1.5%
Other (as described)PROJECTS $105,971$105,971-- 1.4%
Other employee benefits $71,207$33,467$23,498$14,242 0.9%
Payroll taxes $61,944$29,113$20,442$12,389 0.8%
Office expenses $59,350$27,895$19,586$11,869 0.8%
Conferences, conventions and meetings $38,247$6,014$28,371$3,862 0.5%
Fees: accounting $35,500$16,685$11,715$7,100 0.5%
Other (as described)RELATIONSHIPS $33,958$15,960$11,206$6,792 0.4%
Other (as described)PRINTING AND PUBLICATION $26,370$12,394$8,702$5,274 0.3%
Insurance $26,094$12,264$8,611$5,219 0.3%
Depreciation and depletion $24,469$11,500$8,075$4,894 0.3%
Other (as described)DUES & SUBSCRIPTIONS $23,483$11,037$7,749$4,697 0.3%
All other expenses $16,424$7,722$5,418$3,284 0.2%
Travel $15,336$2,433$11,249$1,654 0.2%
Pension plan contributions $13,597$6,391$4,487$2,719 0.2%
Advertising and promotion $12,005$5,642$3,962$2,401 0.2%
Fees: legal $1,248$586$412$250 0.0%
Total$7,649,389100%

View the filing

2015 · Form 990 · $6,731,994 spent · pay $1,129,545 · grants $4,228,564 · events $45,295
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,521,327$3,521,327-- 52.3%
Grants to US individuals $707,237$707,237-- 10.5%
Other salaries and wages $600,560$267,855$232,809$99,896 8.9%
Pay: officers, directors, trustees, key employees $375,576$166,568$144,372$64,636 5.6%
Fees: other services $276,657$220,230$32,427$24,000 4.1%
Fees: investment management $200,202$88,799$76,966$34,437 3.0%
Information technology $176,927$99,251$58,974$18,702 2.6%
Other (as described)PROJECTS $168,765$168,765-- 2.5%
Occupancy $110,102$53,009$39,444$17,649 1.6%
Office expenses $88,729$44,314$38,786$5,629 1.3%
Other employee benefits $71,856$31,874$27,626$12,356 1.1%
Payroll taxes $67,970$30,801$25,477$11,692 1.0%
Depreciation and depletion $63,455$28,145$24,395$10,915 0.9%
Conferences, conventions and meetings $45,295$8,869$31,218$5,208 0.7%
Other (as described)DUES & SUBSCRIPTIONS $41,376$6,675$33,411$1,290 0.6%
Advertising and promotion $41,021$40,549$472- 0.6%
Fees: accounting $35,700$15,835$13,724$6,141 0.5%
Other (as described)PRINTING AND PUBLICATION $29,096$28,762$334- 0.4%
Insurance $26,406$11,712$10,152$4,542 0.4%
Other (as described)RELATIONSHIPS $25,507$10,065$3,527$11,915 0.4%
Travel $19,362$4,542$12,239$2,581 0.3%
All other expenses $14,921$907$13,792$222 0.2%
Pension plan contributions $13,583$6,025$5,222$2,336 0.2%
Fees: legal $10,364-$5,014$5,350 0.2%
Total$6,731,994100%

View the filing

2014 · Form 990 · $5,602,950 spent · pay $1,023,848 · grants $3,371,441 · events $23,619
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,946,709$2,946,709-- 52.6%
Other salaries and wages $547,505$211,450$220,346$115,709 9.8%
Grants to US individuals $424,732$424,732-- 7.6%
Pay: officers, directors, trustees, key employees $323,520$124,943$130,217$68,360 5.8%
Fees: other services $283,451$230,510$52,941- 5.1%
Fees: investment management $183,967$45,992$119,578$18,397 3.3%
Other (as described)PROJECTS $144,905$144,905-- 2.6%
Information technology $109,774$41,089$50,298$18,387 2.0%
Occupancy $102,876$43,413$38,989$20,474 1.8%
Other employee benefits $73,061$28,216$29,406$15,439 1.3%
Office expenses $71,579$27,644$28,808$15,127 1.3%
Depreciation and depletion $68,359$26,400$27,513$14,446 1.2%
Payroll taxes $66,518$25,690$26,771$14,057 1.2%
Other (as described)PRINTING AND PUBLICATION $57,766$57,511$255- 1.0%
Fees: accounting $34,700$13,401$13,966$7,333 0.6%
Other (as described)DUES & SUBSCRIPTIONS $26,938$1,585$21,731$3,622 0.5%
Insurance $23,917$9,237$9,626$5,054 0.4%
Conferences, conventions and meetings $23,619$4,348$11,241$8,030 0.4%
Other (as described)RELATIONSHIPS $20,987$8,683$7,192$5,112 0.4%
Travel $20,967$4,875$12,356$3,736 0.4%
Fees: legal $19,365$11,750$7,020$595 0.3%
All other expenses $14,491$212$13,750$529 0.3%
Pension plan contributions $13,244$5,115$5,330$2,799 0.2%
Total$5,602,950100%

View the filing

2013 · Form 990 · $4,861,264 spent · pay $929,607 · grants $2,880,060 · events $92,353
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,434,073$2,434,073-- 50.1%
Other salaries and wages $519,812$202,157$193,945$123,710 10.7%
Grants to US individuals $445,987$445,987-- 9.2%
Pay: officers, directors, trustees, key employees $293,562$114,168$109,530$69,864 6.0%
Fees: other services $212,982$170,321$15,610$27,051 4.4%
Fees: investment management $199,538$49,884$129,700$19,954 4.1%
Occupancy $99,346$38,637$37,066$23,643 2.0%
Office expenses $81,524$31,703$30,418$19,403 1.7%
Other (as described)PRINTING AND PUBLICATION $79,192$7,157$28,027$44,008 1.6%
Information technology $76,711$29,832$28,622$18,257 1.6%
Other (as described) EventSPECIAL EVENTS $68,491$68,491-- 1.4%
Depreciation and depletion $63,680$24,766$23,759$15,155 1.3%
Payroll taxes $61,794$24,032$23,056$14,706 1.3%
Other employee benefits $42,228$14,137$19,441$8,650 0.9%
Other (as described)RELATIONSHIPS $36,496$14,243$150$22,103 0.8%
Fees: accounting $32,500$12,639$12,126$7,735 0.7%
Conferences, conventions and meetings $23,862$5,162$14,097$4,603 0.5%
Other (as described)DUES & SUBSCRIPTIONS $23,732$1,561$20,327$1,844 0.5%
All other expenses $20,592$9,913$10,679- 0.4%
Insurance $17,055$6,633$6,363$4,059 0.4%
Pension plan contributions $12,211$4,749$4,556$2,906 0.3%
Travel $11,626$2,503$3,627$5,496 0.2%
Fees: legal $3,895-$3,895- 0.1%
Advertising and promotion $375--$375 0.0%
Total$4,861,264100%

View the filing

2012 · Form 990 · $5,582,325 spent · pay $650,611 · grants $4,105,534 · events $68,045
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,841,584$3,841,584-- 68.8%
Other salaries and wages $302,055$125,383$118,466$58,206 5.4%
Grants to US individuals $263,950$263,950-- 4.7%
Pay: officers, directors, trustees, key employees $247,500$102,737$97,070$47,693 4.4%
Fees: investment management $183,080$45,770$137,310- 3.3%
Fees: other services $170,702$20,396$100,881$49,425 3.1%
Occupancy $89,891$37,314$35,255$17,322 1.6%
Information technology $70,477$29,255$27,641$13,581 1.3%
Office expenses $57,596$23,909$22,589$11,098 1.0%
Other (as described) EventSPECIAL EVENTS $54,687$54,687-- 1.0%
Payroll taxes $43,766$18,167$17,165$8,434 0.8%
Other employee benefits $41,937$9,279$28,351$4,307 0.8%
Fees: accounting $32,700$13,574$12,825$6,301 0.6%
Other (as described)PRINTING AND PUBLICATION $30,941$84$21,453$9,404 0.6%
All other expenses $26,665$4,283$16,010$6,372 0.5%
Other (as described)DUES & SUBSCRIPTIONS $22,933$1,754$19,731$1,448 0.4%
Other (as described)COMMUNITY INITIATIVE $18,887$18,887-- 0.3%
Depreciation and depletion $18,709$7,767$7,337$3,605 0.3%
Insurance $17,627$7,317$6,913$3,397 0.3%
Pension plan contributions $15,353$6,373$6,021$2,959 0.3%
Conferences, conventions and meetings $13,358$3,359$8,650$1,349 0.2%
Fees: legal $10,386-$10,386- 0.2%
Travel $7,541$2,290$2,996$2,255 0.1%
Total$5,582,325100%

View the filing

2011 · Form 990 · $3,989,627 spent · pay $763,054 · grants $2,454,892 · events $71,215
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,454,892$2,454,892-- 61.5%
Other salaries and wages $387,791$192,114$171,636$24,041 9.7%
Pay: officers, directors, trustees, key employees $279,563$138,497$123,734$17,332 7.0%
Fees: investment management $162,340$80,424$71,852$10,064 4.1%
Other (as described)COMMUNITY INITIATIVE $105,700$105,700-- 2.6%
Fees: other services $95,202$47,164$42,136$5,902 2.4%
Occupancy $84,708$41,965$37,492$5,251 2.1%
Other (as described) EventSPECIAL EVENTS $59,957$59,957-- 1.5%
Information technology $55,894$27,690$24,739$3,465 1.4%
Payroll taxes $52,852$26,183$23,392$3,277 1.3%
Office expenses $44,472$22,032$19,683$2,757 1.1%
Fees: accounting $29,000$14,367$12,835$1,798 0.7%
Other employee benefits $27,988$13,866$12,387$1,735 0.7%
All other expenses $21,515$5,307$16,208- 0.5%
Advertising and promotion $19,612$9,716$8,680$1,216 0.5%
Depreciation and depletion $18,863$9,345$8,349$1,169 0.5%
Other (as described)DUES & SUBSCRIPTIONS $17,885$8,860$7,916$1,109 0.4%
Insurance $16,398$8,123$7,258$1,017 0.4%
Other (as described)PRINTING AND PUBLICATION $14,962$7,412$6,622$928 0.4%
Pension plan contributions $14,860$7,362$6,577$921 0.4%
Conferences, conventions and meetings $11,258$2,517$8,741- 0.3%
Travel $7,669$2,160$5,509- 0.2%
Fees: legal $6,246-$6,246- 0.2%
Total$3,989,627100%

View the filing

2010 · Form 990 · $4,655,219 spent · pay $771,397 · grants $3,231,912 · events $79,226
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,231,912$3,231,912-- 69.4%
Other salaries and wages $418,259$61,065$355,103$2,091 9.0%
Pay: officers, directors, trustees, key employees $225,720$32,955$191,636$1,129 4.8%
Fees: investment management $172,926-$172,926- 3.7%
Occupancy $65,209$9,521$55,362$326 1.4%
Other employee benefits $63,916$9,332$54,264$320 1.4%
Fees: other services $54,300$6,932$47,287$81 1.2%
Other (as described) EventSPECIAL EVENTS $53,155$2,461$50,694- 1.1%
Payroll taxes $46,490$6,788$39,470$232 1.0%
Information technology $44,055$7,938$35,642$475 0.9%
Office expenses $42,723$636$39,910$2,177 0.9%
Fees: accounting $29,000-$29,000- 0.6%
Other (as described)PRINTING AND PUBLICATION $26,456$752$25,679$25 0.6%
Other (as described)RELATIONSHIPS $24,255$2,801$21,454- 0.5%
Advertising and promotion $22,192-$22,192- 0.5%
Fees: legal $21,533-$21,533- 0.5%
Other (as described)DUES & SUBSCRIPTIONS $20,100$340$19,760- 0.4%
Other (as described)MISCELLANEOUS $19,831$8,133$11,698- 0.4%
Pension plan contributions $17,012$2,484$14,443$85 0.4%
Insurance $15,814$2,308$13,427$79 0.3%
Conferences, conventions and meetings $15,314$2,593$12,721- 0.3%
Depreciation and depletion $14,082$2,056$11,956$70 0.3%
Travel $10,965$2,002$8,963- 0.2%
Fundraising events Eventdirect expenses; gross income -$10,757reported apart
Total$4,655,219100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 132$7,171,137$2,931,504$35,032,693 3$3,960$3,000$306,432
2023 · Form 990 view filing
Yes 133$2,834,160$2,659,632$27,405,572 3$176,857$0$285,899
2022 · Form 990 view filing
Yes 138$2,822,729$3,642,967$24,084,704 3$7,913$150$99,873
2021 · Form 990 view filing
Yes 149$1,994,030$2,983,427$23,585,585 2$9,676$10,000$94,272
2020 · Form 990 view filing
Yes 144$2,698,972$3,295,373$30,283,153 2$34,484-$126,991
2019 · Form 990 view filing
Yes 147$2,223,081$2,864,647$23,553,227 2$15,394-$87,655
2018 · Form 990 view filing
Yes 148$6,572,821$1,822,834$24,877,847 2$15,000$17,113$77,936
2017 · Form 990 view filing
Yes 140$4,246,004$2,527,903$19,867,321 329$9,969,143$3,894,674$59,386,628
2016 · Form 990 view filing
Yes 130$2,915,133$1,619,091$17,277,598 313$4,184,545$3,574,435$59,765,594
2015 · Form 990 view filing
Yes 107$2,434,703$1,755,950$12,811,364 293$1,554,673$2,472,613$55,766,008
2014 · Form 990 view filing
Yes 102$5,264,087$1,508,752$12,435,126 394$5,912,951$1,862,689$70,984,036
2013 · Form 990 view filing
Yes 86$1,712,769$1,100,814$8,714,963 352$6,523,078$1,779,246$53,196,114
2012 · Form 990 view filing
Yes 77$1,493,238$1,083,803$7,133,578 ----
2011 · Form 990 view filing
Yes 73$582,020$742,750$6,014,334 ----
2010 · Form 990 view filing
Yes 76$487,321$1,643,469$6,405,676 ----

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