2023-11-08T12:32:43-06:00 2023-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON ST 100 FORT MYERS FL 33901 DAWN BELAMARICH PRESIDENT & CEO 2399392233 2023-11-07 1 DAWN BELAMARICH XXX-XX-XXXX 1 WENDY CAMPOS P00448102 5032421447 2023-11-02 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z COLLABORATORY DAWN BELAMARICH 2031 JACKSON ST 100 FORT MYERS FL 33901 53432004 0 X WWW.COLLABORATORY.ORG X 1976 FL THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040. 20 19 32 273 -471127 0 6089215 18771646 0 0 10108978 2013606 360731 806965 16558924 21592217 6454652 10312150 0 0 2181900 2701462 0 0 1150102 2773051 3687995 11409603 16701607 5149321 4890610 150939743 159037731 22233148 14343846 128706595 144693885 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 5873729 4235124 897943 NON-COMPETITIVE GRANTS ARE PROCESSED THROUGH DESIGNATED, AGENCY, AND DONOR ADVISED FUNDS. DESIGNATED AND AGENCY FUNDS ARE GENERALLY DISTRIBUTED DURING FIRST QUARTER OF THE CALENDAR YEAR, UNLESS SPECIFIED BY A DISTRIBUTION PAYMENT SCHEDULE. DONOR ADVISED FUNDS ARE PROCESSED THROUGHOUT THE YEAR. DONOR ADVISORS MAY RECOMMEND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS, BUT THE FOUNDATION, DBA COLLABORATORY RETAINS FULL DISCRETION OF DISBURSEMENT APPROVALS. 1508184 1139859 79542 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. 1475844 1115416 300607 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. 4904699 3821751 0 COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP. 4904699 3821751 0 13762456 1 1 0 1 0 1 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 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 32 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X MARINA NASSIF 2392745900 2031 JACKSON ST STE 100 FORT MYERS FL 33901 SARAH OWEN PRESIDENT/CEO 55.00 6.00 X X 350413 0 38639 AYSEGUL TIMUR CHAIR 3.00 X X 0 0 0 GAIL MARKHAM VICE CHAIR AND SECRETARY/TREASURER 3.00 X X 0 0 0 ROBBIE ROEPSTORFF IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 CHAUNCEY GOSS TRUSTEE 3.00 X 0 0 0 DALE REISS TRUSTEE 3.00 X 0 0 0 FRED MOON TRUSTEE 3.00 X 0 0 0 GARY GRIFFIN TRUSTEE 3.00 X 0 0 0 HARRISON S KNIGHT TRUSTEE 3.00 X 0 0 0 HUGH KINSEY JR 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 KHANDYCE MOSELY 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 MARY BETH CRAWFORD 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 SHONTRA POWELL TRUSTEE 3.00 X 0 0 0 ANDREW COUSE TRUSTEE (THRU 4/2023) 3.00 X 0 0 0 CAROLYN CONANT TRUSTEE (THRU 6/2023) 3.00 X 0 0 0 TERRY MAZANY CHIEF COLLABORATION OFFICER 50.00 2.00 X 231750 0 8262 MARINA NASSIF CFO 50.00 7.00 X 104657 0 15373 RONALD E PENN CFO (THRU 7/2022) 50.00 6.00 X 68164 0 4217 754984 0 66491 3 0 1 0 ADVERTISING FOR HUMANITY INC 7 CENTRAL ST TOPSFIELD MA 01983 MARKETING & COMMUNICATION 351726 RIVET BRANDS 42911 LAKE BABCOCK DR STE 200 BABCOCK RANCH FL 33982 MARKETING & COMMUNICATION 113303 HOPEFUL IMAGES 2031 JACKSON ST STE 160 FORT MYERS FL 33901 PHOTOJOURNALISM & STORY TELLING 101514 3 408447 18363199 2060082 18771646 2588050 2588050 89462 560589 -471127 -471127 -471127 30704754 31279198 -574444 -574444 -574444 REIMBURSEMENT INCOME 900999 705943 705943 MISCELLANEOUS INCOME 900099 572149 572149 1278092 21592217 1278092 -471127 2013606 9172291 9172291 1139859 1139859 753061 406653 210857 135551 1618677 874085 453230 291362 13396 7234 3751 2411 195721 105689 54802 35230 120607 65128 33770 21709 24524 13243 6867 4414 55010 29705 15403 9902 50000 50000 318601 172045 89208 57348 751832 432989 174513 144330 157185 84880 44012 28293 278574 150430 78001 50143 210000 113400 58800 37800 15990 8635 4477 2878 49537 26750 13870 8917 159343 86045 44616 28682 27246 14713 7629 4904 116756 63048 32692 21016 DIRECT PROGRAM EXPENSES 860385 464608 240908 154869 DONOR RELATIONS 51360 27734 14381 9245 DUES & SUBSCRIPTIONS 43237 23348 12106 7783 518415 279944 145156 93315 16701607 13762456 1789049 1150102 3057448 3527252 0 1692668 227985 466724 7189223 7711376 66391 119513 2160430 213831 10357976 1946599 102443270 115689011 27597450 27884588 150939743 159037731 270332 315318 1892900 2087269 0 414358 2420807 2639537 16800000 7300000 849109 1587364 22233148 14343846 X 100269842 91779210 28436753 36260664 128706595 144693885 150939743 159037731 X 4890610 9042120 -666717 2721277 X 0 1 X 1 0 X 13041091 14052567 7891415 6089215 18771646 59845934 13041091 14052567 7891415 6089215 18771646 59845934 12930947 46914987 1808711 2449564 1875842 2356988 2588050 11079155 70925089 2683912 0.66150 0.65980 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 HIRED 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. 138 3 2822729 7913 3642967 150 24084704 99873 1 1 0 164525 X X ARTIST RECOGNITION PROGRAM 0 0 1 X 87333295 11227317 9151483 6682301 1352327 99677467 105685518 4717097 -14741961 6603438 1723921 87333295 83243086 4445960 24315206 4799644 1519090 105685518 85437134 5089339 55320 5573311 1765396 83243086 74684227 13434585 2934966 4461907 1154737 85437134 0.97800 0.02200 0 0 1016987 189759 827228 173418 173418 805000 165025 24072 945953 1946599 SPLIT INTEREST AGREEMENTS AND REMAINDER 27707823 OTHER ASSETS 176765 27884588 ANNUITY OBLIGATIONS 1587364 1587364 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 AFFORDABLE HOMEOWNERSHIP FOUNDATION INC 5264 CLAYTON CT FORT MYERS FL 33907 651046928 501(C)(3) 15000 0 SPECIFIC PROGRAM ALL HOUND RESCUE OF FLORIDA INC 2741 SW PALACE AVE PORT ST LUCIE FL 34987 921353870 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT ALPHA & OMEGA FREEDOM MINISTRIES INC 102 W CARLTON ST WAUCHULA FL 33873 592735813 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT ALVIN A DUBIN ALZHEIMER'S RESOURCE CENTER INC 12685 NEW BRITTANY BLVD FORT MYERS FL 33907 650580633 501(C)(3) 8718 0 GENERAL OPERATING SUPPORT AMERICAN NATIONAL RED CROSS 7051 CYPRESS TCE STE 110 FORT MYERS FL 33907 530196605 501(C)(3) 52000 0 SPECIFIC PROGRAM AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY OF ANIMALS 424 E 92ND ST NEW YORK NY 10128 131623829 501(C)(3) 6076 0 GENERAL OPERATING SUPPORT AMI KIDS SOUTHWEST FLORIDA INC 1190 MAIN ST FORT MYERS BEACH FL 33931 593052865 501(C)(3) 693846 0 SPECIFIC PROGRAM ANIMAL REFUGE CENTER INC PO BOX 62605 FORT MYERS FL 33906 650057419 501(C)(3) 39422 0 GENERAL OPERATING SUPPORT ANIMAL RESCUE OF LABELLE INC PO BOX 2441 LABELLE FL 33935 650404638 501(C)(3) 18199 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) 10270 0 GENERAL OPERATING SUPPORT BASSET HOUND RESCUE OF GEORGIA INC PO BOX 1834 FAYETTEVILLE GA 30214 582187876 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BHCA FOUNDATION INC 44W985 IL RTE 72 HAMPSHIRE IL 60140 270698340 501(C)(3) 10000 0 SPECIFIC PROGRAM BIDEAWEE INC 410 E 38TH ST NEW YORK NY 10016 131655210 501(C)(3) 9919 0 GENERAL OPERATING SUPPORT BLESSINGS IN A BACKPACK INC PO BOX 61402 FORT MYERS FL 33906 261964620 501(C)(3) 7718 0 GENERAL OPERATING SUPPORT BLUE RIDGE MOUNTAINS HEALTH PROJECT INC PO BOX 451 CASHIERS NC 28717 510509517 501(C)(3) 10000 0 SPECIFIC PROGRAM BOBBY NICHOLS FIDDLESTICKS FOUNDATION INC 15391 CANONGATE DR FORT MYERS FL 33912 043649766 501(C)(3) 19000 0 GENERAL OPERATING SUPPORT BONITA BAY HURRICANE RELIEF FUND INC 26348 AUGUSTA CREEK CT BONITA SPRINGS FL 34134 822904142 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BONITA BAY VETERANS COUNCIL 3330 RIVERPARK CT BONITA SPRINGS FL 34134 473563908 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BONITA SPRINGS ASSISTANCE OFFICE INC PO BOX 16 BONITA SPRINGS FL 34133 592337909 501(C)(3) 10794 0 GENERAL OPERATING SUPPORT BONITA SPRINGS HISTORICAL SOCIETY INC PO BOX 3015 BONITA SPRINGS FL 34133 592482932 501(C)(3) 15000 0 SPECIFIC PROGRAM BOYS & GIRLS CLUBS OF LEE COUNTY INC PO BOX 62736 FORT MYERS FL 33906 592013870 501(C)(3) 50000 0 SPECIFIC PROGRAM BOYS AND GIRLS CLUBS OF POLK COUNTY INC PO BOX 763 LAKELAND FL 33802 590171815 501(C)(3) 6256 0 GENERAL OPERATING SUPPORT BOYS HOPE GIRLS HOPE 101 W ARGONNE DR STE 62 ST LOUIS MO 63122 510182614 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT BRIDGE A LIFE INC 1680 FRUITVILLE RD STE 312B SARASOTA FL 34236 462391027 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT BRIDGE TO A CURE FOUNDATION 2031 JACKSON ST STE 160 FORT MYERS FL 33901 843024608 501(C)(3) 22000 0 GENERAL OPERATING SUPPORT BRIGHT COMMUNITY TRUST INC 11923 OAK TRAIL WY STE 111 PORT RICHEY FL 34668 262352365 501(C)(3) 170000 0 SPECIFIC PROGRAM CALOOSA HUMANE SOCIETY INC PO BOX 2337 LA BELLE FL 33975 650759567 501(C)(3) 36772 0 GENERAL OPERATING SUPPORT CANTERBURY SCHOOL CORPORATION 8141 COLLEGE PKWY FORT MYERS FL 33919 591058089 501(C)(3) 12363 0 GENERAL OPERATING SUPPORT CAPE CORAL ANIMAL SHELTER 325 SW 2ND AVE CAPE CORAL FL 33991 813632884 501(C)(3) 50000 0 SPECIFIC PROGRAM CAPE CORAL TECHNICAL COLLEGE 360 SANTA BARBARA BLVD N CAPE CORAL FL 33993 592637849 501(C)(3) 40000 0 SPECIFIC PROGRAM CHARLOTTE COMMUNITY FOUNDATION INC 227 SULLIVAN ST PUNTA GORDA FL 33950 650455319 501(C)(3) 50867 0 SPECIFIC PROGRAM CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC PO BOX 512876 PUNTA GORDA FL 33951 592853001 501(C)(3) 31641 0 SPECIFIC PROGRAM CHRIST LUTHERAN CHURCH 3816 S 12TH ST SHEBOYGAN WI 53081 391232963 501(C)(3) 8000 0 GENERAL OPERATING SUPPORT CHURCH OF THE RESURRECTION 8121 CYPRESS LAKE DR FORT MYERS FL 33919 591539056 GOV 6811 0 GENERAL OPERATING SUPPORT CITY OF FORT MYERS PO BOX 340 FORT MYERS FL 33902 GOV 57000 0 SPECIFIC PROGRAM CLINIC FOR THE REHABILITATION OF WILDLIFE INC PO BOX 150 SANIBEL FL 33957 237271040 501(C)(3) 14090 0 GENERAL OPERATING SUPPORT COMMUNITIES REACHING OUT INC 908 N GOLF DR HOLLYWOOD FL 33021 651242772 501(C)(3) 10612 0 GENERAL OPERATING SUPPORT COMMUNITY COOPERATIVE INC PO BOX 2143 FORT MYERS FL 33902 592602772 501(C)(3) 84941 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM COMMUNITY FOUNDATION OF COLLIER COUNTY 1110 PINE RIDGE RD STE 200 NAPLES FL 34108 592396243 501(C)(3) 52067 0 SPECIFIC PROGRAM COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC 4 VANDERBILT PARK DR STE 300 ASHEVILLE NC 28803 561223384 501(C)(3) 25000 0 SPECIFIC PROGRAM CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WY NAPLES FL 34102 591157084 501(C)(3) 50000 0 SPECIFIC PROGRAM COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC PO BOX 1870 MERRIFIELD VA 22116 131685039 501(C)(3) 6076 0 GENERAL OPERATING SUPPORT COUNCIL ON FOUNDATIONS 1255 23RD ST NW STE 200 WASHINGTON DC 20037 136068327 501(C)(3) 8750 0 GENERAL OPERATING SUPPORT COVENANT PRESBYTERIAN CHURCH OF FORT MYERS 2439 MCGREGOR BLVD FORT MYERS FL 33901 591150677 501(C)(3) 9547 0 GENERAL OPERATING SUPPORT DIOCESE OF VENICE IN FLORIDA INC 1000 PINEBROOK RD VENICE FL 34285 271988145 501(C)(3) 22500 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM DISABLED ARTISTS FOUNDATION INC 16790 SAN CARLOS BLVD STE 160-106 FORT MYERS FL 33908 823893192 501(C)(3) 50000 0 SPECIFIC PROGRAM EARTH SHINE INSTITUTE INC 6774 WIDMER RD SHAWNEE KS 66216 320042299 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT EDISON SAILING CENTER 1420 DEL RIO DR FORT MYERS FL 33901 592635134 501(C)(3) 17762 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM FEED THY NEIGHBOR INC 7070 IMMOKALEE RD NAPLES FL 34119 852523136 501(C)(3) 50000 0 SPECIFIC PROGRAM FEEDING AMERICA 161 NORTH CLARK ST CHICAGO IL 60601 363673599 501(C)(3) 6076 0 GENERAL OPERATING SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DR NAPLES FL 34109 440610626 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH 2438 2ND ST FORT MYERS FL 33901 590823943 501(C)(3) 7621 0 GENERAL OPERATING SUPPORT FLORIDA CENTER FOR GOVERNMENT ACCOUNTABILITY PO BOX 2723 SARASOTA FL 34230 862135203 501(C)(3) 10000 0 SPECIFIC PROGRAM FLORIDA CHAMBER OF COMMERCE FOUNDATION INC 136 S BRONOUGH ST TALLAHASSEE FL 32301 596209605 501(C)(3) 50000 0 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 GOV 226924 0 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY FOUNDATION INC 10501 FGCU BLVD S FORT MYERS FL 33965 650403969 501(C)(3) 32770 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC 405 WHITE ST DAYTONA BEACH FL 32114 237377066 501(C)(3) 6047 0 GENERAL OPERATING SUPPORT FLORIDA REPERTORY THEATRE PO BOX 2483 FORT MYERS FL 33902 650827621 501(C)(3) 10045 0 GENERAL OPERATING SUPPORT FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PKWY FORT MYERS FL 33919 596173638 501(C)(3) 229000 0 SPECIFIC PROGRAM FOREST PARK COVENANT CHURCH 3815 HENRY ST MUSKEGON MI 49441 381415399 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT FORT MYERS COMMUNITY CONCERT ASSOCIATION INC PO BOX 606 FORT MYERS FL 33902 591739068 501(C)(3) 12453 0 GENERAL OPERATING SUPPORT FORT MYERS TECHNICAL COLLEGE 3800 MICHIGAN AVE FORT MYERS FL 33916 596000701 GOV 60000 0 SPECIFIC PROGRAM FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BLVD MECHANICSBURG PA 17050 231511600 501(C)(3) 7500 0 SPECIFIC PROGRAM GLADIOLUS FOOD PANTRY 10511 GLADIOLUS DR FORT MYERS FL 33908 471788033 501(C)(3) 5218 0 GENERAL OPERATING SUPPORT GLADIOLUS LEARNING AND DEVELOPMENT CENTER INC 10320 GLADIOLUS DR FORT MYERS FL 33908 237378076 501(C)(3) 15452 0 GENERAL OPERATING SUPPORT GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C)(3) 8000 0 GENERAL OPERATING SUPPORT GOLDEN PAWS ASSISTANCE DOGS 3645 GATEWAY LN NAPLES FL 34109 273385763 501(C)(3) 100000 0 SPECIFIC PROGRAM GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC 5100 TICE ST FORT MYERS FL 33905 596196141 501(C)(3) 73379 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM GUADALUPE CENTER INC 509 HOPE CIR IMMOKALEE FL 34142 592617151 501(C)(3) 8487 0 GENERAL OPERATING SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA ST FORT MYERS FL 33916 590806978 501(C)(3) 93720 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC 12751 NEW BRITTANY BLVD STE 100 FORT MYERS FL 33907 592236174 501(C)(3) 123771 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C)(3) 45169 0 GENERAL OPERATING SUPPORT HEALING STITCHES 1621 N TAMIAMI TRAIL STE 4 NORTH FORT MYERS FL 33903 472565110 501(C)(3) 35000 0 SPECIFIC PROGRAM HEARTS & HOMES FOR VETERANS INC 2230 ALICIA ST FORT MYERS FL 33901 462570640 501(C)(3) 66000 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM HEIGHTS FOUNDATION INC 15570 HAGIE DR FORT MYERS FL 33908 651003872 501(C)(3) 14861 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM HENDRY COUNTY ECONOMIC DEVELOPMENT COUNCIL PO BOX 2518 LABELLE FL 33975 650783834 501(C)(3) 10000 0 SPECIFIC PROGRAM HIGHLANDS CASHIERS HEALTH FOUNDATION PO BOX 742 HIGHLANDS NC 28741 561165833 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT HOLIDAY 4 HEROES CORPORATION 3990 WHOLESALE CT STE 2 NORTH FORT MYERS FL 33991 820985860 501(C)(3) 15000 0 SPECIFIC PROGRAM HOLY TRINITY HIGH SCHOOL 1443 W DIVISION ST CHICAGO IL 60642 362431052 501(C)(3) 193800 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM HOME BASE 125 NASHUA ST STE 540 BOSTON MA 02114 041564655 501(C)(3) 20000 0 SPECIFIC PROGRAM HOPE CLUBHOUSE OF SOUTHWEST FLORIDA INC 3602 BROADWAY FORT MYERS FL 33901 300437443 501(C)(3) 56384 0 GENERAL OPERATING SUPPORT HOPE HOSPICE AND COMMUNITY SERVICES INC 9470 HEALTH PARK CIR FORT MYERS FL 33908 592128697 501(C)(3) 83828 0 GENERAL OPERATING SUPPORT HORSE PROTECTION ASSOCIATION OF FLORIDA INC 20690 NW 130 AVE MICANOPY FL 32667 650191969 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT HORSES WITHOUT HUMANS RESCUE 6191 N HIGHWAY 129 BELL FL 32619 822321776 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT INTERFAITH CHARITIES OF SOUTH LEE INC 17592 ROCKEFELLER CIR FORT MYERS FL 33967 650362473 501(C)(3) 103635 0 SPECIFIC PROGRAM IRON GAIT PERCHERONS DRAFT HORSE RESCUE & SANCTUARY 114 HANCOCK MOUNTAIN TRAIL WALESKA GA 30183 451733782 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT JEWISH FAMILY AND CHILDREN'S SERVICES OF THE SUNCOAST 2688 FRUITVILLE RD SARASOTA FL 34237 592693318 501(C)(3) 15000 0 SPECIFIC PROGRAM JOHN F MURPHY POST 303 AMERICAN LEGION INC 27678 IMPERIAL SHORES BLVD BONITA SPRINGS FL 34134 591789095 501(C)(3) 10000 0 SPECIFIC PROGRAM JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC 13241 UNIVERSITY DR STE 102 FORT MYERS FL 33907 650503084 501(C)(3) 30764 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM LA BELLE FREE PUBLIC LIBRARY INC 461 N MAIN ST LABELLE FL 33935 596158142 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT LABELLE DOWNTOWN REVITALIZATION CORPORATION PO BOX 1844 LABELLE FL 33975 465655554 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE 6835 INTERNATIONAL CENTER BLVD STE 4 FORT MYERS FL 33912 202640022 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT LEE COUNTY ALLIANCE OF THE ARTS INC 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C)(3) 48630 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM LEE COUNTY DOMESTIC ANIMAL SERVICES 5600 BANNER DR FORT MYERS FL 33912 GOV 119838 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM LEE COUNTY JEWISH FEDERATION INC 9701 COMMERCE CENTER CT FORT MYERS FL 33908 592668992 501(C)(3) 7961 0 GENERAL OPERATING SUPPORT LEE COUNTY LIBRARY SYSTEM 2201 2ND ST STE 400 FORT MYERS FL 33901 GOV 9326 0 GENERAL OPERATING SUPPORT SPECIFIC PURPOSE LEE HEALTH FOUNDATION 9800 S HEALTHPARK DR STE 405 FORT MYERS FL 33908 650645343 501(C)(3) 170500 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC PO BOX 2218 FORT MYERS FL 33902 650645343 501(C)(3) 11520 0 GENERAL OPERATING SUPPORT LEGACY FOUNDATION AT SHELL POINT INC 15010 SHELL POINT BLVD FORT MYERS FL 33908 800002415 501(C)(3) 25960 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM LEHIGH ACRES COMMUNITY SERVICES INC 201 PLAZA DR STE 103 LEHIGH ACRES FL 33936 591773738 501(C)(3) 62318 0 GENERAL OPERATING SUPPORT LIBERTY YOUTH RANCH INC PO BOX 366206 BONITA SPRINGS FL 34136 383674666 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT MAKE-A-WISH FOUNDATION OF SOUTHERN FLORIDA INC 3655 BONITA BEACH RD STE 3 BONITA SPRINGS FL 34134 592620322 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT MARANATHA BIBLE AND MISSIONARY CONFERENCE INC 4759 LAKE HARBOR RD NORTON SHORES MI 49441 381558540 501(C)(3) 58000 0 SPECIFIC PROGRAM MISSION EURASIA PO BOX 496 WHEATON IL 60187 351835273 501(C)(3) 8000 0 SPECIFIC PROGRAM NEW HORIZONS OF SOUTHWEST FLORIDA INC PO BOX 111833 NAPLES FL 34108 113678086 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM NEXT LEVEL CHURCH INC 12400 PLANTATION RD FORT MYERS FL 33966 010627010 501(C)(3) 7000 0 SPECIFIC PROGRAM NJ MARITIME MUSEUM 2 BRIDGE AVE STE 221 RED BANK NJ 07701 760730192 501(C)(3) 73600 0 SPECIFIC PROGRAM NORTH NAPLES UNITED METHODIST CHURCH 6000 GOODLETTE FRANK RD N NAPLES FL 34109 591383829 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT OCTAGON WILDLIFE SANCTUARY 41660 HORSESHOE RD PUNTA GORDA FL 33982 592298305 501(C)(3) 10402 0 GENERAL OPERATING SUPPORT OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC 7438 CARRIER RD FORT MYERS FL 33967 650510103 501(C)(3) 42194 0 CAPITAL CONTRIBUTION GENERAL OPERATING SUPPORT PACE CENTER FOR GIRLS OF LEE COUNTY 3800 EVANS AVE FORT MYERS FL 33901 592414492 501(C)(3) 22902 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM PARKINSON'S FOUNDATION INC 200 SE 1ST ST STE 800 MIAMI FL 33131 131866796 501(C)(3) 33942 0 GENERAL OPERATING SUPPORT PAUL A & VERONICA H GROSS WILDLIFE CENTER OF SOUTHWEST FLORIDA 925 NORTH JACKSON RD VENICE FL 34292 201065695 501(C)(3) 49262 0 GENERAL OPERATING SUPPORT PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS 501 FRONT ST NORFOLK VA 23510 521218336 501(C)(3) 6076 0 GENERAL OPERATING SUPPORT PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVE NW STE 400 WASHINGTON DC 20016 521394893 501(C)(3) 6076 0 GENERAL OPERATING SUPPORT PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA INC 736 CENTRAL AVE SARASOTA FL 34236 591274328 501(C)(3) 5764 0 GENERAL OPERATING SUPPORT RILEY'S RESCUE OF BREVARD INC 215 KREFELD RD NW PALM BAY FL 32907 830672501 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC 16100 ROSERUSH CT FORT MYERS FL 33908 113704163 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT RONALD MCDONALD HOUSE CHARITIES TAMPA BAY INC 35 DAVIS BLVD TAMPA FL 33606 591835985 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT ROSALIND FRANKLIN UNIVERSITY COLLEGE OF NURSING 3333 N GREEN BAY RD CHICAGO IL 60064 362181973 501(C)(3) 150000 0 SPECIFIC PROGRAM RVR HORSE RESCUE INC 1710 W STATE RD 60 PLANT CITY FL 33567 451536701 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT SALUSCARE INC 3763 EVANS AVE FORT MYERS FL 33901 591287693 501(C)(3) 5892 0 GENERAL OPERATING SUPPORT SALVATION ARMY OF LEE HENDRY AND GLADES COUNTIES 10291 MCGREGOR BLVD FORT MYERS FL 33919 580660607 501(C)(3) 17308 0 GENERAL OPERATING SUPPORT SALVATION ARMY OF PORT CHARLOTTE 2120 LOVELAND BLVD PORT CHARLOTTE FL 33980 580660607 501(C)(3) 6764 0 GENERAL OPERATING SUPPORT SAVE THE CHIMPS 16891 CAROLE NOON LN FORT PIERCE FL 34945 650789748 501(C)(3) 6076 0 GENERAL OPERATING SUPPORT SCHOOL DISTRICT OF LEE COUNTY 2855 COLONIAL BLVD FORT MYERS FL 33966 592637849 501(C)(3) 15000 0 SPECIFIC PROGRAM SENIOR HOUNDSABOUND 3118 WESSEX ST ORLANDO FL 32803 061819585 501(C)(3) 35000 0 GENERAL OPERATING SUPPORT SERGE GLOBAL INC PO BOX 96900 WASHINGTON DC 20090 232223692 501(C)(3) 8174 0 SPECIFIC PROGRAM SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DR TAMPA FL 33607 362193608 501(C)(3) 6272 0 GENERAL OPERATING SUPPORT SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC 7500 COLLEGE PKWY STE 200 FORT MYERS FL 33907 591350404 501(C)(3) 8938 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM ST HILARY'S EPISCOPAL CHURCH 5011 MCGREGOR BLVD FORT MYERS FL 33901 590973728 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT ST LUKE'S EPISCOPAL CHURCH 2635 CLEVELAND AVE FORT MYERS FL 33901 590774200 501(C)(3) 10270 0 GENERAL OPERATING SUPPORT ST VINCENT DE PAUL CATHOLIC CHURCH 13031 PALM BEACH BLVD FORT MYERS FL 33905 592824352 501(C)(3) 10000 0 SPECIFIC PROGRAM STEVE RUMMLER HOPE NETWORK 2233 UNIVERSITY AVE W STE 325 ST PAUL MN 55114 452903444 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT SW FLORIDA COUNCIL BOY SCOUTS OF AMERICA 1801 BOY SCOUT DR FORT MYERS FL 33907 591150488 501(C)(3) 36464 0 GENERAL OPERATING SUPPORT THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC PO BOX 1608 FORT MYERS FL 33902 592637849 501(C)(3) 61018 0 GENERAL OPERATING SUPPORT SPECIFIC PROGRAM THE JOSEPH PROJECT 863 INC 944 HARLEM ACADEMY AVE CLEWISTON FL 33440 462727330 501(C)(3) 25000 0 SPECIFIC PROGRAM TIDEWELL HOSPICE INC 5955 RAND BLVD SARASOTA FL 34238 591911861 501(C)(3) 6764 0 GENERAL OPERATING SUPPORT TIGHTEN THE DRAG FOUNDATION INC 3959 VAN DYKE RD STE 108 LUTZ FL 33558 461427712 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT TRAILWAYS CAMP 3502 HARBOR CT FORT MYERS FL 33908 882818905 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT UNCOMMON FRIENDS FOUNDATION INC PO BOX 811 FORT MYERS FL 33902 650490124 501(C)(3) 10057 0 GENERAL 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10250 0 SPECIFIC PROGRAM ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC 7401 WINKLER RD FORT MYERS FL 33919 596473920 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT 152 0 ACADEMIC SCHOLARSHIPS 254 1139859 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 1 0 0 0 0 0 0 0 SARAH OWEN PRESIDENT/CEO 304422 0 0 0 45991 0 26061 0 12578 0 389052 0 45991 0 TERRY MAZANY CHIEF COLLABORATION OFFICER 231750 0 0 0 0 0 6501 0 1761 0 240012 0 0 0 PART I, LINE 4B THE PRESIDENT & CEO PARTICIPATES IN A 457(F) DEFERRED COMPENSATION PLAN. THERE WERE $0 CONTRIBUTIONS INTO THE PLAN AND $0 PAYMENTS FROM THE PLAN FOR CALENDAR YEAR 2022. X 9 1250082 FMV ON DATE OF TRANSFERS X 1 810000 APPRAISED VALUE 1 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. 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 XI, LINE 9: CHANGES IN SPLIT INTEREST AGREEMENT & REMAINDER INTEREST 2,718,777. RETURNED SCHOLARSHIPS 2,500. BONITA SPRINGS COMMUNITY FOUNDATION LLC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 274342648 INACTIVE FL COLLABORATORY COMMUNITY FOUNDATION OF SANIBEL-CAPTIVA LLC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 274343844 INACTIVE FL COLLABORATORY WOMEN'S LEGACY FUND LLC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 274967919 INACTIVE FL COLLABORATORY WOMEN'S LEGACY FUND OF SOUTHWEST FLORIDA LLC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 274968412 INACTIVE FL COLLABORATORY GOOD NEIGHBOR COMMUNITY FOUNDATION OF SANIBEL-CAPTIVA LLC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 274343158 INACTIVE FL COLLABORATORY SWFLCF SUPPORT ORGANIZATION INC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 300958830 SUPPORT ORGANIZATION FL 501(C)(3) LINE 12A, I N/A 0 PEDRO (CUBAN PETE) AGUILAR AND BARBARA CRADDOCK ENDOWMENT INC 2031 JACKSON ST STE 100 FORT MYERS FL 33901 843583084 SUPPORT ORGANIZATION FL 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0