2024-11-08T17:37:02-06:00 2024-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-07-01 596580974 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC SOUT 2392745900 2031 JACKSON ST 100 FORT MYERS FL 33901 DAWN BELAMARICH PRESIDENT/ CEO 2399392233 2024-11-05 1 1 WENDY CAMPOS P00448102 5032421447 2024-11-05 2023 2024-10-15 13:58:12Z COLLABORATORY DAWN BELAMARICH 2031 JACKSON ST 100 FORT MYERS FL 33901 47911376 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. 18 17 33 273 -400155 0 18771646 19984361 0 0 2013606 8152026 806965 -17393 21592217 28118994 10312150 8465141 0 0 2701462 3037857 0 0 608719 3687995 5797903 16701607 17300901 4890610 10818093 159037731 162968322 14343846 7887712 144693885 155080610 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 6133817 3476571 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. 1574966 935699 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. 1541194 915634 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. 5121878 3137237 0 COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP. 5121878 3137237 0 14371855 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 52 0 1 33 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 18 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X DAWN BELAMARICH 2392745900 2031 JACKSON ST STE 100 FORT MYERS FL 33901 X DAWN BELAMARICH CHAIR/ PRESIDENT(AS OF 9/5/23) 55.00 6.00 X X 90959 0 7947 GAIL MARKHAM CHAIR 3.00 X X 0 0 0 GARY GRIFFIN VICE CHAIR AND SECRETARY/TREASURER 3.00 X X 0 0 0 AYSEGUL TIMUR IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 MALIKE ADIGUN TRUSTEE 3.00 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 HARRISON S KNIGHT TRUSTEE 3.00 X 0 0 0 KAREN WATSON 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 LAUREM DRASITES TRUSTEE 3.00 X 0 0 0 ROSEMARY FLLORI TRUSTEE 3.00 X 0 0 0 SALLY JACKSON TRUSTEE 3.00 X 0 0 0 SUZANNE BOY TRUSTEE 3.00 X 0 0 0 TERRY MAZANY CHIEF COLLABORATION OFFICER 50.00 2.00 X 194712 0 6914 MARINA NASSIF CFO 50.00 7.00 X 139769 0 18378 TESSA LESAGE CHIEF IMPACT OFFICER 50.00 X 168423 0 19852 JONATHON ROMINE CHIEF OPERATIONS OFFICER 50.00 X 159577 0 18277 JOSEPH BRAUN CHIEF PHILANTHROPY OFFICER 50.00 X 0 0 0 753440 0 71368 4 0 1 0 ADVERTISING FOR HUMANITY INC 7 CENTRAL ST TOPSFIELD MA 01983 MARKETING & COMMUNICATION 320217 AGL SOLUTIONS LLC 4600 SUMMERLIN ROAD SUITE C2-284 FORT MYERS FL 33919 PUBLIC POLICY 199992 HOPEFUL IMAGES 2031 JACKSON ST STE 160 FORT MYERS FL 33901 PHOTOJOURNALISM & STORY TELLING 162353 3 11009038 8975323 3129357 19984361 3384788 3384788 103230 503385 -400155 -400155 -400155 15264086 8792149 9666739 9622258 5597347 -830109 4767238 -830109 5597347 REIMBURSEMENT INCOME 900099 284151 284151 MISCELLANEOUS INCOME 900099 98611 98611 382762 28118994 -447347 -400155 8982135 X 7222871 7222871 1242270 1242270 1004718 675477 259629 69612 1626849 1093739 420394 112716 44067 29627 11387 3053 235387 158252 60826 16309 126836 85273 32776 8787 97050 65247 25079 6724 50000 50000 366940 246696 94821 25423 2609671 1754496 674365 180810 160283 107759 41419 11105 338097 227304 87368 23425 244480 164365 63176 16939 15554 10457 4019 1078 95972 64523 24800 6649 67298 45245 17390 4663 140126 94207 36210 9709 127442 85680 32932 8830 ALLOWANCE FOR CREDIT LO 714958 480670 184752 49536 DIRECT PROGRAM EXPENSES 478104 321432 123547 33125 DUES & SUBSCRIPTIONS 76974 51750 19891 5333 DONOR RELATIONS 59812 40212 15456 4144 155142 104303 40090 10749 17300901 14371855 2320327 608719 3527252 1906803 1692668 1404592 466724 623439 7711376 1193803 119513 153470 11954091 2343388 1946599 9610703 115689011 127645054 27884588 20430458 159037731 162968322 315318 340520 2087269 2282303 414358 873659 2639537 2805583 7300000 0 1587364 1585647 14343846 7887712 X 91779210 121132424 36260664 23561460 144693885 155080610 159037731 162968322 X 10818093 7153800 -7585168 X 0 1 X 1 1 1 X 14052567 7891415 6089215 18771646 19984361 66789204 14052567 7891415 6089215 18771646 19984361 66789204 13002811 53786393 2449564 1875842 2356988 2588050 3384788 12655232 79444436 2576713 0.67700 0.66150 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. 133 3 2834160 176857 2659632 0 27405572 285899 1 1 0 149025 X X ARTIST RECOGNITION PROGRAM 0 0 1 X 99724205 5538614 11399969 5280414 1707604 109674770 87333295 11227317 9151483 6682301 1352327 99724205 105685518 4717097 -14741961 6603438 1723921 87333295 83243086 4445960 24315206 4799644 1519090 105685518 85437134 5089339 55320 5573311 1765396 83243086 0.98860 0.01140 0.00000 0 0 10742623 2079612 8663011 878465 878465 333003 263776 69227 9610703 SPLIT INTEREST AGREEMENTS AND REMAINDER 20254718 OTHER ASSETS 175740 20430458 ANNUITY OBLIGATIONS 1585647 1585647 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 ANA'S FRIENDS INC 11691 GATEWAY BOULEVARD - SUITE 102 FORT MYERS FL 33913 592296529 501(C)(3) 7000 0 SPECIFIC PROGRAM ADOPTABLE GREYTHOUNDS OF FLORIDA INC 2916 WYOLA AVENUE NORTH PORT FL 34286 820628205 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT ALL HOUND RESCUE OF FLORIDA INC 2741 SW PALACE AVENUE PORT ST LUCIE FL 34987 921353870 501(C)(3) 45000 0 GENERAL OPERATING SUPPORT ALL HOUNDS ON DECK RESCUE PO BOX 5021 MONROE LA 71211 462953764 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT ALLIANCE FOR THE ARTS 10091 MCGREGOR BLVD FORT MYERS FL 33919 510182649 501(C)(3) 25250 0 SPECIFIC PROGRAM ALPHA & OMEGA FREEDOM MINISTRIES INC 102 W CARLTON STREET WAUCHULA FL 33873 592735813 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT AMERICAN DIABETES ASSOCIATION 1511 N WESTSHORE BOULEVARD - SUITE 980 TAMPA FL 33607 131623888 501(C)(3) 15468 0 SPECIFIC PURPOSE AMERICAN ENDOWMENT FOUNDATION 5700 DARROW ROAD - SUITE 118 HUDSON OH 44236 341747398 501(C)(3) 106812 0 SPECIFIC PROGRAM AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY OF ANIMALS 424 EAST 92ND STREET NEW YORK NY 10128 131623829 501(C)(3) 5862 0 GENERAL OPERATING SUPPORT AMHERST COLLEGE PO BOX 5000 AMHERST MA 01002 042103542 501(C)(3) 50000 0 SPECIFIC PROGRAM ANIMAL REFUGE CENTER INC PO BOX 62605 FORT MYERS FL 33906 650057419 501(C)(3) 55513 0 GENERAL OPERATING SUPPORT ANIMAL RESCUE OF LABELLE INC PO BOX 2441 LABELLE FL 33935 650404638 501(C)(3) 13504 0 GENERAL OPERATING SUPPORT AVOW HOSPICE INC 1095 WHIPPOORWILL LANE NAPLES FL 34105 592201250 501(C)(3) 5515 0 GENERAL OPERATING SUPPORT BAILEY-MATTHEWS NATIONAL SHELL MUSEUM 3075 SANIBEL-CAPTIVA ROAD SANIBEL FL 33957 592775992 501(C)(3) 35218 0 SPECIFIC PROGRAM BASSET HOUND RESCUE OF GEORGIA INC PO BOX 1834 FAYETTEVILLE GA 30214 582187876 501(C)(3) 10000 0 SPECIFIC PROGRAM BETTER TOGETHER 15275 COLLIER BLVD SUITE 201-284 NAPLES FL 34119 475591391 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BIDEAWEE INC 410 E 38TH STREET NEW YORK NY 10016 131655210 501(C)(3) 9869 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 DRIVE FORT MYERS FL 33912 043649766 501(C)(3) 11200 0 GENERAL OPERATING SUPPORT BONITA BAY VETERANS COUNCIL 3330 RIVERPARK COURT BONITA SPRINGS FL 34134 473563908 501(C)(3) 84557 0 GENERAL OPERATING SUPPORT BONITA SPRINGS ASSISTANCE OFFICE INC PO BOX 16 BONITA SPRINGS FL 34133 592337909 501(C)(3) 25763 0 GENERAL OPERATING SUPPORT BONITA WONDER GARDENS INC 27180 OLD 41 ROAD BONITA SPRINGS FL 34135 464168846 501(C)(3) 30000 0 SPECIFIC PROGRAM BOYS & GIRLS CLUBS OF LEE COUNTY INC PO BOX 62736 FORT MYERS FL 33906 592013870 501(C)(3) 7000 0 SPECIFIC PROGRAM BOYS AND GIRLS CLUBS OF POLK COUNTY INC PO BOX 763 LAKELAND FL 33802 590171815 501(C)(3) 6050 0 GENERAL OPERATING SUPPORT BOYS HOPE GIRLS HOPE 101 W ARGONNE DRIVE - 62 ST LOUIS MO 63122 510182614 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT BRIDGE A LIFE INC 1680 FRUITVILLE ROAD - SUITE 312B SARASOTA FL 34236 462391027 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT BRIDGE TO A CURE FOUNDATION 42881 LAKE BABCOCK DRIVE - SUITE 200 BABCOCK RANCH FL 33982 843024608 501(C)(3) 12000 0 GENERAL OPERATING SUPPORT CALOOSA HUMANE SOCIETY INC PO BOX 2337 LABELLE FL 33975 650759567 501(C)(3) 37318 0 GENERAL OPERATING SUPPORT CANDLELIGHTERS OF SOUTHWEST FLORIDA INC 9981 S HEALTHPARK DRIVE FORT MYERS FL 33908 593104008 501(C)(3) 6421 0 GENERAL OPERATING SUPPORT CENTER FOR THE ARTS OF BONITA SPRINGS INC 26100 OLD 41 ROAD BONITA SPRINGS FL 34135 650295085 501(C)(3) 41126 0 SPECIFIC PROGRAM CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC PO BOX 512876 PUNTA GORDA FL 33951 592853001 501(C)(3) 31462 0 SPECIFIC PROGRAM CHILDREN'S ADVOCACY CENTER OF SW FLORIDA INC 3830 EVANS AVENUE FORT MYERS FL 33901 650007620 501(C)(3) 22126 0 GENERAL OPERATING SUPPORT CHRIST LUTHERAN CHURCH 3816 SOUTH 12TH STREET SHEBOYGAN WI 53081 391232963 501(C)(3) 8000 0 GENERAL OPERATING SUPPORT CLINIC FOR THE REHABILITATION OF WILDLIFE INC PO BOX 150 SANIBEL FL 33957 237271040 501(C)(3) 27938 0 GENERAL OPERATING SUPPORT COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 592396243 501(C)(3) 90000 0 SPECIFIC PROGRAM FOR TRANFSER TO FUND "THE AWAKENING FUND" COMMUNITIES REACHING OUT INC 908 NORTH GOLF DR HOLLYWOOD FL 33021 651242772 501(C)(3) 10558 0 GENERAL OPERATING SUPPORT COMMUNITY COOPERATIVE INC PO BOX 2143 FORT MYERS FL 33902 592602772 501(C)(3) 7474 0 GENERAL OPERATING SUPPORT COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC 4 VANDERBILT PARK DRIVE - SUITE 300 ASHEVILLE NC 28803 561223384 501(C)(3) 50000 0 SPECIFIC PROGRAM COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC PO BOX 1870 MERRIFIELD VA 22116 131685039 501(C)(3) 5862 0 GENERAL OPERATING SUPPORT CORNERSTONE CHURCH OF FT MYERS 3220 DR MARTIN LUTHER KING JR BOULEVARD FORT MYERS FL 33916 591613511 501(C)(3) 120559 0 SPECIFIC PROGRAM COUNCIL ON FOUNDATIONS PO BOX 715674 PHILADELPHIA PA 19171 136068327 501(C)(3) 8750 0 GENERAL OPERATING SUPPORT COVENANT PRESBYTERIAN CHURCH OF FORT MYERS 2439 MCGREGOR BOULEVARD FORT MYERS FL 33901 591150677 501(C)(3) 30118 0 GENERAL OPERATING SUPPORT DIOCESE OF VENICE IN FLORIDA INC 1000 PINEBROOK ROAD VENICE FL 34285 271988145 501(C)(3) 27000 0 SPECIFIC PROGRAM DISABLED ARTISTS FOUNDATION INC 16790 SAN CARLOS BLVD 160-106 FORT MYERS FL 33908 823893192 501(C)(3) 15683 0 GENERAL OPERATING SUPPORT DR ARTHUR BOYER FOUNDATION INC PO BOX 2747 IMMOKALEE FL 34143 814755244 501(C)(3) 20000 0 SPECIFIC PROGRAM DROOPY BASSET HOUND RESCUE OF WESTERN PA 15581 STEWART HILL ROAD UNION CITY PA 16438 752976428 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT EDISON SAILING CENTER 1420 DEL RIO DRIVE FORT MYERS FL 33901 592635134 501(C)(3) 5733 0 GENERAL OPERATING SUPPORT FEEDING AMERICA 161 NORTH CLARK STREET CHICAGO IL 60601 363673599 501(C)(3) 5862 0 GENERAL OPERATING SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 3000 ORANGE BLOSSOM DRIVE NAPLES FL 34109 440610626 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)(3) 9795 0 SPECIFIC PROGRAM FINDING HOPE FARM 299 SPRAWLS FARM ROAD WILLISTON SC 29853 873106415 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH 2438 SECOND STREET FORT MYERS FL 33901 590823943 501(C)(3) 5029 0 GENERAL OPERATING SUPPORT FLORIDA ARTS INC 2301 FIRST STREET FORT MYERS FL 33901 311536036 501(C)(3) 70000 0 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY 10501 FGCU BOULEVARD S FORT MYERS FL 33965 650753801 LEE COUNTY 88901 0 SPECIFIC PROGRAM FLORIDA GULF COAST UNIVERSITY FOUNDATION INC 10501 FGCU BOULEVARD S FORT MYERS FL 33965 650403969 501(C)(3) 57218 0 SPECIFIC PROGRAM FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC 405 WHITE STREET DAYTONA BEACH FL 32114 237377066 501(C)(3) 6017 0 GENERAL OPERATING SUPPORT FLORIDA REPERTORY THEATRE PO BOX 2483 FORT MYERS FL 33902 650827621 501(C)(3) 25100 0 SPECIFIC PROGRAM FLORIDA SOUTHERN COLLEGE BUSINESS OFFICE/STUDENT ACCTS 111 LAKE HOLLINGSWORTH DRIVE LAKELAND FL 33801 590624401 501(C)(3) 15468 0 SPECIFIC PROGRAM FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PARKWAY FINANCIAL AID OFFICE - TAENI HALL S-220 FORT MYERS FL 33919 591211051 POLK COUNTY 75000 0 SPECIFIC PROGRAM FORT MYERS BEACH ART ASSOCIATION INC PO BOX 2359 FORT MYERS BEACH FL 33932 591004609 501(C)(3) 66000 0 SPECIFIC PROGRAM FORT MYERS CHRISTIAN CHURCH 5916 WINKLER ROAD FORT MYERS FL 33919 596553153 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT FORT MYERS COMMUNITY CONCERT ASSOCIATION INC PO BOX 606 FORT MYERS FL 33902 591739068 501(C)(3) 12070 0 GENERAL OPERATING SUPPORT FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY 400 WINDING CREEK BOULEVARD MECHANICSBURG PA 17050 231511600 501(C)(3) 15000 0 SPECIFIC PROGRAM FRIENDS OF THE ABERDEEN ANIMAL SHELTER PO BOX 784 ABERDEEN MS 39730 202311301 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT GERMAN METHODIST CHURCH PRESERVATION ASSOCIATION 21063 COUNTY ROAD K WEST UNITY OH 43570 205119505 501(C)(3) 10588 0 SPECIFIC PROGRAM GLADES EDUCATION FOUNDATION INC PO BOX 443 MOORE HAVEN FL 33471 463728223 501(C)(3) 15000 0 SPECIFIC PROGRAM GLOBAL SCHOLARS PO BOX 12147 OVERLAND PARK KS 66282 561627401 501(C)(3) 8000 0 GENERAL OPERATING SUPPORT GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC 5100 TICE STREET FORT MYERS FL 33905 596196141 501(C)(3) 9846 0 GENERAL OPERATING SUPPORT GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C)(3) 21310 0 GENERAL OPERATING SUPPORT GULF COAST HUMANE SOCIETY INC 2010 ARCADIA STREET FORT MYERS FL 33916 590806978 501(C)(3) 49582 0 GENERAL OPERATING SUPPORT GULF COAST SYMPHONY ORCHESTRA INC PO BOX 60878 FORT MYERS FL 33906 650666748 501(C)(3) 30000 0 SPECIFIC PROGRAM HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC 12751 NEW BRITTANY BOULEVARD - 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1871 RIVERVIEW FL 33568 263440190 501(C)(3) 55000 0 SPECIFIC PROGRAM UNIVERSITY OF CINCINNATI STUDENT ACCOUNTS OFFICE - PO BOX 210140 CINCINNATI OH 45221 316000989 HAMILTON COUNTY 15468 0 SPECIFIC PURPOSE UNIVERSITY OF FLORIDA 1885 STADIUM ROAD -ROOM 2114 GAINESVILLE FL 32611 596002052 ALACHUA COUNTY 15000 0 SPECIFIC PROGRAM UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C)(3) 102500 0 SPECIFIC PROGRAM UPAYA ZEN CENTER 1404 CERRO GORDO ROAD SANTA FE NM 87501 850402649 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT WAITE HIGH SCHOOL 301 MORRISON STREET TOLEDO OH 43605 LUCAS COUNTY 15463 0 SPECIFIC PURPOSE YELLOW DOGZ LLC 4164 WEST GULF DRIVE SANIBEL FL 33957 261180967 75000 0 GENERAL OPERATING SUPPORT YOUNG LIFE OF LEE COUNTY 5264 CLAYTON COURT - SUITE 5 FORT MYERS FL 33907 840385934 501(C)(3) 10203 0 SPECIFIC PROGRAM ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC 7401 WINKLER ROAD FORT MYERS FL 33919 596473920 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT 170 1 ACADEMIC SCHOLARSHIPS 279 1242270 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 TERRY MAZANY CHIEF COLLABORATION OFFICER 194712 0 0 0 0 0 5885 0 1029 0 201626 0 0 0 MARINA NASSIF CFO 139769 0 0 0 0 0 5775 0 12603 0 158147 0 0 0 TESSA LESAGE CHIEF IMPACT OFFICER 168423 0 0 0 0 0 6937 0 12915 0 188275 0 0 0 JONATHON ROMINE CHIEF OPERATIONS OFFICER 159577 0 0 0 0 0 6575 0 11702 0 177854 0 0 0 X 19 3129357 FMV ON DATE OF TRANSFERS 0 0 1 1 PART I, LINE 32B: DONATED SECURITIES ARE FORWARDED TO THE FOUNDATION'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE COLLABORATORY'S INVESTMENT PORTFOLIO. DONATED PROPERTY IS MARKETED AND SOLD BY A PROFESSIONAL REALTOR. 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 A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS IN SEPTEMBER OF 2023 FOR THE FOLLOWING: -TO UPDATE THE DUTIES OF CERTAIN OFFICERS, SUCH AS, THE CHAIR OF THE BOARD WILL NOW HOLD THE POSITION OF CHAIR OF THE GOVERNANCE AND NOMINATING COMMITTEE AS OPPOSED TO THE VICE-CHAIR SERVING THIS ROLE. THE VICE-CHAIR WILL NOW SERVE AS THE CHAIR OF THE FINANCE COMMITTEE. -THE CEO EVALUATION AND COMPENSATION COMMITTEE PROTOCOLS AND REPORTING STRUCTURES WERE AMENDED TO BE FURTHER SPECIFIED, DETAILING HOW THE EXECUTIVE COMPENSATION SHOULD BE ALIGNED WITH BEST PRACTICES AND HOW THESE DETERMINATIONS ARE DOCUMENTED. 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. PART VII, LINE 1 AND LINE 6, OFFICERS' TITLES TERRY MAZANY - CHIEF COLLABORATION OFFICER (THROUGH 7/21/23) JOSEPH BRAUN - CHIEF PHILANTHROPY OFFICER (AS OF 5/19/24) FORM 990, PART IX, LINE 11G OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 1,754,496. MANAGEMENT AND GENERAL EXPENSES 674,365. FUNDRAISING EXPENSES 180,810. TOTAL EXPENSES 2,609,671. FORM 990, PART XI, LINE 9: CHANGES IN SPLIT INTEREST AGREEMENT & REMAINDER INTEREST -7,585,168. 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 1 0 0 1 1 0 1 1 0 0 0 0