2025-11-09T16:07:35-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-07-01 843583084 PEDRO CUBAN PETE AGUILAR AND BARBARA C PEDR 2392745900 2031 JACKSON ST 100 FORT MYERS FL 33901 DAWN BELAMARICH CHAIR/ PRESIDENT 2399392233 2025-11-07 1 0 WENDY CAMPOS P00448102 5032421447 2025-11-07 2024 2025-03-06 01:10:19Z DAWN BELAMARICH 2031 JACKSON ST 100 FORT MYERS FL 33901 162761 0 X N/A X 2019 FL SUPPORTING VISUAL AND PERFORMING ARTS, ARTS EDUCATION AND PERFORMANCE IN THE AREA OF LATIN DANCE, WITH EMPHASIS ON (BUT NOT LIMITED TO) A STYLE OF DANCE ORIGINATED IN NEW YORK WHICH IS COMMONLY REFERRED TO AS MAMBO EN CLAVE IN THE STYLE OF PALLADIUM BALLROOM. 5 2 0 5 0 0 0 0 0 0 43662 95906 0 0 43662 95906 37500 37500 0 0 0 0 0 0 0 40119 37388 77619 74888 -33957 21018 978385 1029878 0 0 978385 1029878 SUPPORTING VISUAL AND PERFORMING ARTS, ARTS EDUCATION AND PERFORMANCE IN THE AREA OF LATIN DANCE, WITH EMPHASIS ON (BUT NOT LIMITED TO) A STYLE OF DANCE ORIGINATED IN NEW YORK WHICH IS COMMONLY REFERRED TO AS MAMBO EN CLAVE IN THE STYLE OF PALLADIUM BALLROOM. 0 0 37500 37500 THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PERFORM THE FUNCTIONS OF AND CARRY OUT THE PURPOSES OF THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION BY SUPPORTING VISUAL AND PERFORMING ARTS, ARTS EDUCATION AND PERFORMANCE IN THE AREA OF LATIN DANCE, WITH EMPHASIS ON (BUT NOT LIMITED TO) A STYLE OF DANCE ORIGINATED IN NEW YORK WHICH IS COMMONLY REFERRED TO AS MAMBO EN CLAVE IN THE STYLE OF THE PALLADIUM BALLROOM WHICH WAS IMMORTALIZED BY PEDRO ("CUBAN PETE")AGUILAR. 37500 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X DAWN BELAMARICH 2392745900 2031 JACKSON ST STE 100 FORT MYERS FL 33901 DAWN BELAMARICH CHAIR/PRESIDENT 1.00 60.00 X X 0 297684 26605 JOSEPH BRAUN SECRETARY 1.00 50.00 X X 0 102416 11158 SHARON RALSTON TREASURER 2.00 55.00 X X 0 120688 20264 JOSEPH STEWART DIRECTOR 1.00 X 0 0 0 KEVIN CARMICHAEL DIRECTOR 1.00 X 0 0 0 0 520788 58027 0 0 1 0 0 31567 31567 131194 66855 64339 64339 64339 95906 0 0 95906 37500 37500 30000 30000 3850 3850 3538 3538 74888 37500 37388 0 16439 5150 2882 0 2882 2882 959064 1021846 978385 1029878 0 0 X 978385 1029878 978385 1029878 978385 1029878 21018 30474 0 X 0 1 X 1 0 X X X 1 SOUTHWEST FLORIDA COMMUNITY FD 596580974 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 6 THE ORGANIZATION PROVIDES GRANTS TO ELEGANT RUMBA DANCE COMPANY EACH YEAR TO SUPPORT LATIN DANCE TRAINING AS DIRECT SUPPORT FOR THE ORGANIZATION'S MISSION IN VISUAL AND PERFORMING ARTS, ARTS EDUCATION AND PERFORMANCE IN THE AREA OF LATIN DANCE. 2882 0 975505 1 122842 37500 33850 1026998 937174 3 105828 37500 30000 975505 910402 3 94095 37326 30000 937174 1129344 5000 -161385 32557 30000 910402 1111373 87971 40000 30000 1129344 1.00000 0 1 1 2882 2882 2882 X 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. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS TO SUPPORT VISUAL AND PERFORMING ARTS, ARTS EDUCATION AND PERFORMANCE IN THE AREA OF LATIN DANCE, WITH EMPHASIS ON (BUT NOT LIMITED TO) A STYLE OF DANCE ORIGINATED IN NEW YORK WHICH IS COMMONLY REFERRED TO AS MAMBO EN CLAVE IN THE STYLE OF THE PALLADIUM BALLROOM WHICH WAS IMMORTALIZED BY PEDRO ("CUBAN PETE") AGUILAR. 0 ELEGANT STUDIOS LLC 1901 BRANTLEY ROAD 3 FORT MYERS FL 33907 473416584 37500 0 LATIN DANCE TRAINING 0 1 PART I, LINE 2: THE BOARD MEETS ANNUALLY AND REVIEWS THE GRANTEE'S REPORT AND DETERMINES IF THE GRANT WAS PROPERLY USED. 0 1 0 0 0 0 0 0 0 DAWN BELAMARICH CHAIR/PRESIDENT 0 297684 0 0 0 0 0 11962 0 14643 0 324289 0 0 PART III - OTHER ADDITIONAL INFORMATION THE COMPENSATION AND BENEFIT INFORMATION REPORTED IN PART II OF SCHEDULE J IS MERELY PROVIDED AS PART OF THE REQUIRED RELATED ORGANIZATION DISCLOSURE FOR THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC. THE PEDRO "CUBAN PETE" AGUILAR AND BARBARA CRADDOCK ENDOWMENT INC DOES NOT COMPENSATE ANY OF ITS BOARD MEMBERS OR OFFICERS AND DOES NOT HAVE ANY EMPLOYEES. THE COMPENSATION FOR THE ORGANIZATION'S CEO IS SET AND DETERMINED BY ITS RELATED ORGANIZATION, SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC., USING OR MORE OF THE METHODS ON SCHEDULE J, PART I, LINE 3. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE AUDIT COMMITTEE PRIOR TO FILING. THE FULL BOARD RECEIVES A COPY OF THE FORM 990 TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY EACH MEMBER OF THE BOARD IS REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL THE ORGANIZATION CURRENTLY HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS. COMPENSATION PROCESS FOR OFFICERS THE ORGANIZATION CURRENTLY HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SOUTHWEST FLORIDA COMMUNITY FOUNDATION 2031 JACKSON ST STE 100 FORT MYERS FL 33901 596580974 COMMUNITY FOUNDATION FL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0