SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC (EIN 59-6580974)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-02-13
IRS object ID: 202310449349301036
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-13T13:33:49-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	592309183	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HUGHES SNELL & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1470 ROYAL PALM SQUARE BLVD	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	339191082	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596580974	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST FLORIDA COMMUNITY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2392745900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Person Title	PRESIDENT / CEO	PersonTitleTxt
Phone	2392745900	PhoneNum
Signature	2022-12-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SARAH	PersonFirstNm
Person Last	OWEN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATTI R HARDIN	PreparerPersonNm
PTIN	P00371840	PTIN
Phone	2399392233	PhoneNum
Preparation	2022-12-21	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	COLLABORATORY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	SARAH OWEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$35,513,940	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COLLABORATORY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1976	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or 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. COLL	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	29	TotalEmployeeCnt
Total Volunteers	273	TotalVolunteersCnt
Total Gross UBI	-$36,319	TotalGrossUBIAmt
PY Contributions Grants	$7,891,415	PYContributionsGrantsAmt
CY Contributions Grants	$6,089,215	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$9,888,711	PYInvestmentIncomeAmt
CY Investment Income	$10,108,978	CYInvestmentIncomeAmt
PY Other Revenue	$18,939	PYOtherRevenueAmt
CY Other Revenue	$360,731	CYOtherRevenueAmt
PY Total Revenue	$17,799,065	PYTotalRevenueAmt
CY Total Revenue	$16,558,924	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,682,943	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,454,652	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,450,003	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,181,900	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$774,568	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,095,904	PYOtherExpensesAmt
CY Other Expenses	$2,773,051	CYOtherExpensesAmt
PY Total Expenses	$11,228,850	PYTotalExpensesAmt
CY Total Expenses	$11,409,603	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,570,215	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,149,321	CYRevenuesLessExpensesAmt
Total Assets BOY	$181,291,713	TotalAssetsBOYAmt
Total Assets EOY	$150,939,743	TotalAssetsEOYAmt
Total Liabilities BOY	$23,869,254	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,233,148	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$157,422,459	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$128,706,595	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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. COLL	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$6,851,292	ExpenseAmt
Grant	$4,708,209	GrantAmt
Revenue	$2,686,329	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,639,706	ExpenseAmt
Grant	$1,129,232	GrantAmt
Revenue	$1,315,230	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$365,469	ExpenseAmt
Grant	$251,691	GrantAmt
Revenue	$557,413	RevenueAmt
Desc	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	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$530,754	ExpenseAmt
Grant	$365,520	GrantAmt
Revenue	$1,525,244	RevenueAmt
Desc	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS IMPLEMENTED NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: CREATING COLLABORATORY - THE FOUNDATION CHANGED ITS NAME AND IDENTITY TO COLLABORATORY, BUILDING ON A DECADE LONG PURSUIT OF CREATING MEANINGFUL CHANGE IN SOUTHWEST FLORIDA. SERVING THE FIVE COUNTIES OF SOUTHWEST FLORIDA THAT RANGE FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION BUILDS ON A DECADE OF TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS DIVERSE COMMUNITIES AND CAUSES. UNDER THE BANNER OF COLLABORATORY THE FOUNDATION IS COORDINATING THE SOLVING OF OUR REGION'S SOCIAL ISSUES TO CREATE CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND VIBRANT COMMUNITY WITH PROSPERITY BROADLY SHARED. THIS WORK IS HEADQUARTERED IN THE ICONIC SETTING OF THE LEED RATED RENOVATION OF THE HISTORIC TRAIN DEPOT CREATED THROUGH A PUBLIC PRIVATE PARTNERSHIP. SUPPORTING THE REGION'S NON-PROFITS THROUGH THE COVID PANDEMIC - THROUGHOUT THE PANDEMIC COLLABORATORY DEDICATED TIME AND RESOURCES TO SUPPORTING THE NONPROFIT COMMUNITY AS IT RESPONDED TO THE IMPACT OF COVID ON THEIR ORGANIZATIONS AND THOSE THEY SERVE. COLLABORATORY FOLLOWED THE COUNCIL ON FOUNDATIONS PLEDGE TO LIFT GRANT RESTRICTIONS ON GRANT RECIPIENTS TO ALLOW ORGANIZATIONS TO DIRECT FUNDING TO THE GREATEST NEED, LED FUNDRAISING EFFORTS TO GENERATE ADDITIONAL FUNDING, CREATED SURVEYS TO IDENTIFY NONPROFITS GREATEST ORGANIZATIONAL NEEDS DURING THE PANDEMIC AND CREATED PROGRAMS AND SUPPORT SYSTEMS TO ASSIST IN BUILDING RESILIENCE. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - COLLABORATORY BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT REACHES BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. COLLABORATORY ENGAGES STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION - COLLABORATORY HAS SUPPORTED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55% OF WORKING AGE ADULTS - A TARGET BASED ON THE NEEDS OF A THRIVING ECONOMY IN SOUTHWEST FLORIDA. DURING ITS NOW 8-YEAR EVOLUTION, NEW PROJECTS ARE CONTINUOUSLY INCUBATED BY FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH A DEDICATED FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION INITIATIVE HAS EXPANDED TO ENCOMPASS ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATE SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - REFLECTING A BROADER SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 10 YEARS, COLLABORATORY HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE COLLABORATORY OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. ALIGNED WITH ITS APPROACH TO COALITION BUILDING, COLLABORATORY IS EXPLORING WAYS TO INFORM AND ENGAGE DONORS SEEKING GREATER IMPACT THROUGH STRATEGIC PHILANTHROPY. BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP - COLLABORATORY IS ENGAGING LEADERS ACROSS SECTORS TO DEVELOP NEW APPROACHES TO LEADERSHIP BASED ON THE PRINCIPLES AND PRACTICES OF COLLABORATION. THIS INCLUDES WORKING CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY EXPERTS IN A VARIETY OF FIELDS. COLLABORATORY HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. COLLABORATORY FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM LEADERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$530,754	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$365,520	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,525,244	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$9,387,221	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	43	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	29	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	18	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Phone	2392745900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2031 JACKSON STREET SUITE 100	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33901	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DENNIE HAMILTON
CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
AYSEGUL TIMUR
VICE CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
GAIL MARKHAM
SEC / TREAS	3.00	Yes (X)	Yes (X)	$0	$0	$0
ROBBIE ROEPSTORFF
IMMEDIATE PA	3.00	Yes (X)	Yes (X)	$0	$0	$0
MALIKE ADIGUN
TRUSTEE	3.00	Yes (X)		$0	$0	$0
ANDREW COUSE
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CAROLYN CONANT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
CHAUNCEY GOSS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
DALE REISS
TRUSTEE	3.00	Yes (X)		$0	$0	$0
FRED MOON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
GARY GRIFFIN
TRUSTEE	3.00	Yes (X)		$0	$0	$0
HARRISON S KNIGHT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
HUGH KINSEY JR
TRUSTEE	3.00	Yes (X)		$0	$0	$0
INDERA DEMINE
TRUSTEE	3.00	Yes (X)		$0	$0	$0
JUAN BENDECK
TRUSTEE	3.00	Yes (X)		$0	$0	$0
JULIE BEN-SUSAN
TRUSTEE	3.00	Yes (X)		$0	$0	$0
MARY BETH CRAWFORD
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SALLY JACKSON
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SARAH OWEN
PRESIDENT /	55.00	Yes (X)	Yes (X)	$312,273	$0	$41,808	6.00
RONALD E PENN
CFO	50.00		Yes (X)	$111,301	$0	$6,119	6.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$423,574	TotalReportableCompFromOrgAmt
Total Other Compensation	$47,927	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ADVERTISING FOR HUMANITY
7 CENTRAL STREET	TOPSFIELD	MA	01983	CONSULTING/MKTG	$667,568
STELLAR TECHNOLOGY SOLUTIONS LLC
PO BOX 825441	PHILADELPHIA	PA	19182	TECHNOLOGY SVCS	$110,707

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$200,255	GovernmentGrantsAmt
All Other Contributions	$5,888,960	AllOtherContributionsAmt
Noncash Contributions	$817,894	NoncashContributionsAmt
Total Contributions	$6,089,215	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,301,800	TotalRevenueColumnAmt
Exclusion	$2,301,800	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$71,894	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$98,944	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$27,050	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$27,050	TotalRevenueColumnAmt
Unrelated Business Revenue	-$36,319	UnrelatedBusinessRevenueAmt
Exclusion	$9,269	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$19,668,162	SecuritiesAmt
Other	$6,995,088	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$18,856,072	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$812,090	SecuritiesAmt
Other	$6,995,088	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,807,178	TotalRevenueColumnAmt
Exclusion	$7,807,178	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Total Revenue Column	$387,781	TotalRevenueColumnAmt
Related Or Exempt Func Income	$387,781	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$387,781	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,558,924	TotalRevenueColumnAmt
Related Or Exempt Func Income	$387,781	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$36,319	UnrelatedBusinessRevenueAmt
Exclusion	$10,118,247	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,294,320	TotalAmt
Program Services	$5,294,320	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,160,332	TotalAmt
Program Services	$1,160,332	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$485,085	TotalAmt
Program Services	$257,095	ProgramServicesAmt
Management And General	$140,674	ManagementAndGeneralAmt
Fundraising	$87,316	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,382,445	TotalAmt
Program Services	$732,696	ProgramServicesAmt
Management And General	$400,909	ManagementAndGeneralAmt
Fundraising	$248,840	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$26,565	TotalAmt
Program Services	$14,079	ProgramServicesAmt
Management And General	$7,704	ManagementAndGeneralAmt
Fundraising	$4,782	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$160,827	TotalAmt
Program Services	$85,239	ProgramServicesAmt
Management And General	$46,640	ManagementAndGeneralAmt
Fundraising	$28,948	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$126,978	TotalAmt
Program Services	$67,298	ProgramServicesAmt
Management And General	$36,824	ManagementAndGeneralAmt
Fundraising	$22,856	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,690	TotalAmt
Program Services	$1,426	ProgramServicesAmt
Management And General	$780	ManagementAndGeneralAmt
Fundraising	$484	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$55,325	TotalAmt
Program Services	$29,322	ProgramServicesAmt
Management And General	$16,044	ManagementAndGeneralAmt
Fundraising	$9,959	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$321,444	TotalAmt
Program Services	$170,365	ProgramServicesAmt
Management And General	$93,219	ManagementAndGeneralAmt
Fundraising	$57,860	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$302,707	TotalAmt
Program Services	$160,435	ProgramServicesAmt
Management And General	$87,785	ManagementAndGeneralAmt
Fundraising	$54,487	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$125,285	TotalAmt
Program Services	$66,401	ProgramServicesAmt
Management And General	$36,333	ManagementAndGeneralAmt
Fundraising	$22,551	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$264,311	TotalAmt
Program Services	$126,431	ProgramServicesAmt
Management And General	$85,075	ManagementAndGeneralAmt
Fundraising	$52,805	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$355,800	TotalAmt
Program Services	$178,305	ProgramServicesAmt
Management And General	$109,518	ManagementAndGeneralAmt
Fundraising	$67,977	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$14,872	TotalAmt
Program Services	$7,882	ProgramServicesAmt
Management And General	$4,313	ManagementAndGeneralAmt
Fundraising	$2,677	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$31,898	TotalAmt
Program Services	$16,906	ProgramServicesAmt
Management And General	$9,250	ManagementAndGeneralAmt
Fundraising	$5,742	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$290,032	TotalAmt
Program Services	$138,734	ProgramServicesAmt
Management And General	$93,354	ManagementAndGeneralAmt
Fundraising	$57,944	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$50,724	TotalAmt
Program Services	$24,264	ProgramServicesAmt
Management And General	$16,326	ManagementAndGeneralAmt
Fundraising	$10,134	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$96,348	TotalAmt
Program Services	$46,087	ProgramServicesAmt
Management And General	$31,012	ManagementAndGeneralAmt
Fundraising	$19,249	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROJECTS	$750,845	$750,845
MISCELLANEOUS	$41,361	$21,973	$11,925	$7,463
DUES & SUBSCRIPTIONS	$37,165	$19,697	$10,778	$6,690
RELATIONSHIPS	$32,244	$17,089	$9,351	$5,804

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,409,603	TotalAmt
Program Services	$9,387,221	ProgramServicesAmt
Management And General	$1,247,814	ManagementAndGeneralAmt
Fundraising	$774,568	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,412,790	BOYAmt
EOY	$3,057,448	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,537	BOYAmt
EOY	$227,985	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,891,392	BOYAmt
EOY	$7,189,223	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$57,823	BOYAmt
EOY	$66,391	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,868,323	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,510,347	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,805,360	BOYAmt
EOY	$10,357,976	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$125,441,783	BOYAmt
EOY	$102,443,270	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$34,666,028	BOYAmt
EOY	$27,597,450	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$181,291,713	BOYAmt
EOY	$150,939,743	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$472,999	BOYAmt
EOY	$270,332	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,500,200	BOYAmt
EOY	$1,892,900	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$16,800,000	BOYAmt
EOY	$16,800,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,096,055	BOYAmt
EOY	$3,269,916	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,869,254	BOYAmt
EOY	$22,233,148	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$122,405,601	BOYAmt
EOY	$100,269,842	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,016,858	BOYAmt
EOY	$28,436,753	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$157,422,459	BOYAmt
EOY	$128,706,595	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$181,291,713	BOYAmt
EOY	$150,939,743	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,149,321	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$26,360,500	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$7,504,685	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,960,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,450,502	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,932,816	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,726,649	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,089,215	CurrentTaxYearAmt
Total	$34,159,726	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,960,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,450,502	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,932,816	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,726,649	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,089,215	CurrentTaxYearAmt
Total	$34,159,726	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$4,795,795	SubstantialContributorsTotAmt
Public Support Total170	$29,363,931	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,854,332	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,808,711	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,449,564	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,875,842	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,356,988	CurrentTaxYearAmt
Total	$10,345,437	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$44,505,163	TotalSupportAmt
Gross Receipts Rltd Activities	$5,067,901	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65980	PublicSupportCY170Pct
Public Support PY170	0.65210	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	149	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	2	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$1,994,030	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$9,676	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$2,983,427	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$10,000	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$23,585,585	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$94,272	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$164,525	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	ARTIST RECOGNITION PROG	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$105,685,518	BeginningYearBalanceAmt
Contributions	$4,717,097	ContributionsAmt
Investment Earnings Or Losses	-$14,741,961	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,603,438	GrantsOrScholarshipsAmt
Administrative Expenses	$1,723,921	AdministrativeExpensesAmt
End Year Balance	$87,333,295	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$83,243,086	BeginningYearBalanceAmt
Contributions	$4,445,960	ContributionsAmt
Investment Earnings Or Losses	$24,315,206	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,799,644	GrantsOrScholarshipsAmt
Administrative Expenses	$1,519,090	AdministrativeExpensesAmt
End Year Balance	$105,685,518	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$85,437,134	BeginningYearBalanceAmt
Contributions	$5,089,339	ContributionsAmt
Investment Earnings Or Losses	$55,320	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,573,311	GrantsOrScholarshipsAmt
Administrative Expenses	$1,765,396	AdministrativeExpensesAmt
End Year Balance	$83,243,086	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$74,684,227	BeginningYearBalanceAmt
Contributions	$13,434,585	ContributionsAmt
Investment Earnings Or Losses	$2,934,966	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,461,907	GrantsOrScholarshipsAmt
Administrative Expenses	$1,154,737	AdministrativeExpensesAmt
End Year Balance	$85,437,134	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$68,804,966	BeginningYearBalanceAmt
Contributions	$7,039,696	ContributionsAmt
Investment Earnings Or Losses	$4,478,462	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,443,436	GrantsOrScholarshipsAmt
Administrative Expenses	$1,195,461	AdministrativeExpensesAmt
End Year Balance	$74,684,227	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.98470	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01530	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,901,234	OtherCostOrOtherBasisAmt
Depreciation	$984,287	DepreciationAmt
Book Value	$9,916,947	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$799,682	OtherCostOrOtherBasisAmt
Depreciation	$526,060	DepreciationAmt
Book Value	$273,622	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$167,407	OtherCostOrOtherBasisAmt
Book Value	$167,407	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$10,357,976	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DEFERRED GIFTS REC - CRTS / CLTS	$24,217,997
CONTRIBUTIONS RECEIVABLE	$2,421,880
DEFERRED GIFTS REC - CGAS	$549,139
LIFE INSURANCE - REMAINDER INTEREST	$256,691
OTHER ASSETS	$151,743

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$27,597,450	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
FUNDS HELD AS AGENCY ACCOUNTS	$2,420,807
CHARITABLE REMAINDER TR OBLIGATIONS	$544,521
ANNUITY OBLIGATIONS	$304,588

Field	Value	IRS element (for citing)
Total Liability	$3,269,916	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	-$17,224,534	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$26,360,500	NetUnrealizedGainsInvstAmt
Other Revenue	-$6,738,939	OtherRevenueAmt
Revenue Not Reported	-$33,099,439	RevenueNotReportedAmt
Revenue Subtotal	$15,874,905	RevenueSubtotalAmt
Investment Expenses Not Incld	$311,843	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$372,176	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$684,019	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$16,558,924	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,491,330	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$658,916	OtherExpensesIncludedAmt
Expenses Not Reported	$658,916	ExpensesNotReportedAmt
Expenses Subtotal	$10,832,414	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$311,843	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$265,346	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$577,189	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,409,603	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4	TO FUND FUTURE PROGRAMS AND BENEFITS IN THE SOUTHWEST FLORIDA COMMUNITY.
SCHEDULE D, PAGE 3, PART X	BASED ON AN EVALUATION OF COLLABORATORY'S 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.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	EXPENSES ALLOCATED TO RENTAL REVENUE 98,944 INVESTMENT RETURN TO CUBAN PETE -161,385 AGENCY ADMIN FEES 63,791 AGENCY CONTRIBUTIONS, NET 34,236 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS -6,779,525 CONTRIBUTION FOR CUBAN PETE 5,000
SCHEDULE D, PAGE 4, PART XI, LINE 4B	FEES FOR SERVICES FROM CUBAN PETE 30,000 FEES FOR SERVICES FROM SUPPORT ORG 17,372 AGENCY FUND INVESTMENT INCOME 324,804
SCHEDULE D, PAGE 4, PART XII, LINE 2D	EXPENSES ALLOCATED TO RENTAL REVENUE 98,944 EXPENSES ALLOCATED TO CUBAN PETE 32,557 EXPENSES ALLOCATED TO SUPPORT ORG 527,415
SCHEDULE D, PAGE 4, PART XII, LINE 4B	INVESTMENT FEES ALLOCATED TO AGENCY FD 9,601 AGENCY FUND GRANTS 91,745 RENT EXPENSE TO SUPPORT ORG 164,000

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (135 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALPHA & OMEGA FREEDOM MINISTRIES
102 WCARLTON STREET	WAUCHULA	FL	33873	592735813	501(C)	$20,000	GEN OP SUPPORT
AMERICAN FOUNDATION FOR SUICIDE PRE
25 HAM ROAD	NAHUNTA	GA	31553		501(C)	$10,000	GEN OP SUPPORT
AMERICAN HEART ASSOC SWFL
9200 ESTERO PARK COMMONS BLV 7	ESTERO	FL	33928	135613797	501(C)	$11,570	SPECIFIC PROGRAM
AMERC SOC FOR PREVENT OF CRUELTY
424 EAST 92ND STREET	NEW YORK	NY	101286804	131623829	501(C)	$5,800	GEN OP SUPPORT
AMHERST COLLAGE
PO BOX 5000	AMHERST	MA	010025000	042103542	501(C)	$50,000	SPECIFIC PROGRAM
ANIMAL REFUGE CENTERINC
18011 OLD BAYSHORE ROAD	NORTH FORT MYERS	FL	33917	650057419	501(C)	$419,441	GEN OP/SPEC PGM /CAP
ANIMAL RESCUE OF LABELLEINC
POBOX 2441	LABELLE	FL	33935	650404638	501(C)	$6,456	GEN OP SUPPORT
BAILEY-MATTHEWS SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD	SANIBEL	FL	33957	592775992	501(C)	$9,922	GEN OP / SPEC PRGM
BATTLE CREEK COMMUNITY FOUNDATION
32 W MICHIGAN AVENUE SUITE 1	BATTLE CREEK	MI	49017	382045459	501(C)	$9,500	SPECIFIC PROGRAM
BAY CHAMBER CONCERTSINC
POBOX 599	ROCKPORT	ME	04856	016023519	501(C)	$25,000	GEN OP SUPPORT
BIDEAWEE INC
410 E 38TH ST	NEW YORK	NY	10016	131655210	501(C)	$9,583	GEN OP SUPPORT
BLESSING IN A BACKPACKINC
POBOX 61402	FORT MYRES	FL	33906	261964620	501(C)	$9,000	GEN OP SUPP/SPE PROG
BOBBY HOLLOWAY MEMORIAL CORP
POBOX 712	SAINT JAMES	FL	33956	650962579	501(C)	$5,408	GEN OP SUPPORT
BOBBY NICHOLS FOUNDATION INC
15391 CANONGATE DRIVE	FORT MYERS	FL	33912	043649766	501(C)	$32,915	GEN OP SUPP/SPE PROG
BONITA BAY VETERANS COUNCIL
3330 RIVERPARK COURT	BONITA SPRINGS	FL	34134	473563908	501(C)	$60,000	GEN OP SUPPORT
BONITA SPRINGS ASSISTANCE OFFICE
PO BOX 16	BONITA SPRINGS	FL	34133	592337909	501(C)	$6,083	GEN OP SUPPORT
BOYS AND GIRLS CLUBS OF POLK COUNTY
POBOX 763	LAKELAND	FL	33802	590171815	501(C)	$6,241	GEN OP SUPPORT
BOYS HOPE GIRLS HOPE
101 W ARGONE DRIVE62	ST LOUIS	MO	63122	510182614	501(C)	$6,000	GEN OP SUPPORT
BRIDGE TO A CURE FOUNDATION
2031 JACKSON STREET SUITE 160	FORT MYERS	FL	33901	843024608	501(C)	$17,500	GEN OP SUPPORT
CALOOSA HUMANE SOCIETY
PO BOX 2337	LABELLE	FL	33975	650759567	501(C)	$35,851	GEN OP SUPPORT
CAPE CORAL TECHNICAL COLLEGE
360 SANTA BARBARA BOULEVARD NORTH	CAPE CORAL	FL	33993		501(C)	$19,140	SPECIFIC PROGRAM
CAPTAINS FOR CLEAN WATER INC
2031 JACKSON STREET	FORT MYRES	FL	33901	811789969	501(C)	$100,590	GEN OP SUP/SPE PROGR
CAPTIVA CHAPEL BY THE SEA
PO BOX 188	CAPTIVA	FL	33924	596143042	501(C)	$30,104	GEN OP SUPPORT
CGRS MISSION INC
18481 N TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	813236064	501(C)	$50,000	GEN OP SUPPORT
CHALLENGER MIRACLE FIELD OF WNY
POBOX 826	WEBSTER	NY	14580	474470598	501(C)	$8,000	SPECIFIC PROGRAM
CHARLOTTE HARBOR ENVIRO CENTER
PO BOX 512876	PUNTA GORDA	FL	33951	592853001	501(C)	$30,000	SPECIFIC PROGRAM
CHARLOTTE TECHNICAL COLLEGE
18150 MURDOCK CIRCLE	PORT CHARLOTTE	FL	33948	461998318	501(C)	$19,140	SPECIFIC PROGRAM
CHILDREN'S ADVOCACY CENTER OF SW FL
3830 EVANS AVE	FORT MYERS	FL	33901	650007620	501(C)	$18,680	GEN OP SUPPORT
CHRIST LUTHERAN CHURCH
3816 SOUTH 12TH ST	SHEBOYGAN	WI	53081	391214138	501(C)	$8,000	GEN OP SUPPORT
CLINIC FOR THE REHAB OF WILDLIFE
PO BOX 150	SANIBEL	FL	33957	237271040	501(C)	$26,245	GEN OP SUPPORT
COMMONWEAL
POBOX 316	BOLINAS	CA	94924	942366094	501(C)	$10,000	GEN OP SUPPORT
COMMUNITIES REACHING OUT INC
908 NORTH GOLF DR	HOLLYWOOD	FL	33021	651242772	501(C)	$10,253	GEN OP SUPPORT
COMMUNITY COOPERATIVE INC
PO BOX 2143	FORT MYERS	FL	33902	592602772	501(C)	$28,580	GEN OP SUP/SPE PGRAM
COMMUNITY FOUNDATION OF WESTERN NC
4 VANDERBILT PARK DRIVE SUITE 300	ASHEVILLE	NC	28803	561223384	501(C)	$20,000	SPECIFIC PROGRAM
COOPERATIVE FOR ASSIST AND RELIEF
POBOX 1870	MERRIFIELD	VA	221169713	131685039	501(C)	$5,800	GEN OP SUPPORT
COUNCIL ON FOUNDATIONS
PO BOX 715674	PHILADELPHIA	PA	191715674	136068327	501(C)	$8,750	GEN OP SUPPORT
DAVID LAWRENCE MENTAL HEALTH CENTER
6075 BATHEY LANE	NAPLES	FL	34116	592206025	501(C)	$9,000	GEN OP SUPPORT
COVENANT PRESBYTERIAN CHURCH
2439 MCGREGOR BLVD	FORT MYERS	FL	33901	591150677	501(C)	$7,165	GEN OP SUPPORT
DIOCESE OF VENICE CATHOLIC FAITH AP
PO BOX 60759	FORT MYERS	FL	33906	271988145	501(C)	$20,500	GEN OP SUP/SPE PROGR
DOCTORS WITHOUT BORDERS USA INC
POBOX 5023	HAGERSTOWN	MD	217415023	133433452	501(C)	$7,000	SPECIFIC PROGRAM
DR CARRIE D ROBINSON LITTLETON ELEM
700 HUTTO RD	NORTH FORT MYERS	FL	33903		501(C)	$10,677	SPECIFIC PROGRAM
EARTH SHINE INSTITUTE INC
5249 SUMMERLIN COMMONS BOULEVARD	FORT MYERS	FL	33907	320042299	501(C)	$6,000	SPECIFIC PROGRAM
EDISON SAILING CENTER
1420 DEL RIO DRIVE	FORT MYERS	FL	33901	592635134	501(C)	$5,566	GEN OP SUPPORT
ESTERO COUNCIL OF COMMUNITY LEADERS
POBOX 424	ESTERO	FL	33929	201606763	501(C)	$20,976	GEN OP SUPPORT
FEEDING AMERICA
161 NORTH CLARCK STREET	CHICAGO	IL	606013206	363673599	501(C)	$5,800	GEN OP SUPPORT
FINDING HOPE FARM
299 SPRAWLS FARM ROAD	WILLISTON	SC	29853	650370510	501(C)	$35,000	GEN OP SUPPORT
FIRST PREBYTERIAN CHURCH OF BONITA
9751 BONITA BEACH BLVD	BONITA SPRINGS	FL	34135	591622501	501(C)	$717,822	GEN OP SUP/ SPE PROG
FIRST PRESBYTERIAN CHURCH
2438 SECOND STREET	FORT MYERS	FL	33901	590823943	501(C)	$8,521	GEN OP SUPPORT
FLORIDA GULF COAST UNIVERSITY FOUND
10501 FGCU BLVD S	FORT MYERS	FL	33965	650403969	501(C)	$9,922	GEN OP SUPPORT
FLORIDA LIONS CONKLIN CENTER FOR TH
405 WHITE ST	DAYTONA BEACH	FL	32114	237377066	501(C)	$5,843	GEN OP SUPPORT
FLORIDA SOUTHWESTERN ST COLLEGE FD
8099 COLLEGE PARKWAY	FORT MYERS	FL	33919	596173638	501(C)	$7,000	GEN OP/SPEC PRGM
FLORIDA STATE UNIVERSITY FOUNDATION
325 W COLLEGE AVENUE	TALLAHASSEE	FL	32301	596152180	501(C)	$10,000	SPECIFIC PROGRAM
FORT MYERS COMMUNITY CONCERT ASSOC
PO BOX 606	FORT MYERS	FL	33902	591739068	501(C)	$11,950	GEN OP SUPPORT
FORT MYRES TECHNICAL COLLEGE
3800 MICHIGAN AVE	FORT MYRES	FL	33916		501(C)	$23,140	SPECIFIC PROGRAM
FOUNDATION PENNSYLVANIA MEDICAL SOC
400 WINDING CREEK BOULEVARD	MECHANICSBURG	PA	170501885	237378076	501(C)	$7,500	SPECIFIC PROGRAM
FRIENDS OF LOVERS KEY
8700 ESTERO BLVD	FORT MYERS BEACH	FL	33908	650770374	501(C)	$102,599	SPECIFIC PROGRAM
GLADIOLUS LEARNING & DEVEL CNTR
10320 GLADIOLUS DR	FORT MYERS	FL	33908	237378076	501(C)	$14,929	GEN OP SUPP/SPE PROG
GLOBAL SCHOLARS
PO BOX 12147	OVERLAND PARK	KS	66282	561627401	501(C)	$16,000	GEN OP SUPPORT
GOODWILL INDUSTRIES OF SOUTHWEST FL
5100 TICE STREET	FORT MYERS	FL	33905	596196141	501(C)	$75,838	GEN OP SUPP/SPE PROG
GRACE LUTHERAN CHURCH
860 BANYAN BOULEVARD	NAPLES	FL	34102	596217292	501(C)	$10,000	GEN OP SUPPORT
GUADALUPE CENTER INC
509 HOPE CIRCLE	IMMOKALEE	FL	34142	592617151	501(C)	$11,604	GEN OP SUPPORT
GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST	FORT MYERS	FL	33916	590806978	501(C)	$37,168	GEN OP SUPP/SPE PROG
HABITAT FOR HUMANITY LEE & HENDRY
1288 NORTH TAMIAMI TRAIL	NORTH FORT MYERS	FL	33903	592236174	501(C)	$111,405	GEN OP / SPEC PRGM
HARRY CHAPIN FOOD BANK OF SWFL
3760 FOWLER STREET	FORT MYERS	FL	33901	592332120	501(C)	$73,935	GEN OP / SPEC PRGM
HENDRY COUNTY SCHOOL DISTRICT
POBOX 1980	LABELLE	FL	33975	596000641	501(C)	$19,140	SPECIFIC PROGRAM
HISPANIC AMERICAN CITIZEN COUNCIL
POBOX 1060	FORT MYRES	FL	33902	453199990	501(C)	$56,454	SPECIFIC PROGRAM
HOLY TRINITY HIGH SCHOOL
1443 WEST DIVISION STREET	CHICAGO	IL	60642		501(C)	$60,000	SPECIFIC PROGRAM
HOPE CLUBHOUSE OF SW FLINC
3602 BROADWAY AVE	FORT MYERS	FL	33901	300437443	501(C)	$75,151	GEN OP SUPPORT
HOPE HOSPICE & COMMITY SERV INC
9470 HEALTHPARK CIRCLE	FORT MYERS	FL	33908	592128697	501(C)	$57,537	GEN OP SUPP/SPE PROG
IMMOKALEE TECHNICAL COLLAGE
508 N9TH STREET	IMMOKALEE	FL	34142		501(C)	$33,749	SPECIFIC PROGRAM
IRON GAIT PERCHERONS IN
114 HANCOCK MOUNTAIN TRAIL	WALESKA	GA	30183	451733782	501(C)	$15,000	GEN OP SUPPORT
JUNIOR ACHIEVEMENT OF SWFL INC
13241 UNIVERSITY DRIVE SUITE 102	FORT MYERS	FL	33907	650503084	501(C)	$15,849	GEN OP SUPPORT
LABELLE FREE PUBLIC LIBRARY INC
461 N MAIN STREET	LABELLE	FL	33935	596158142	501(C)	$15,000	GEN OP SUPPORT
LARC INC
2570 HANSON STREET	FORT MYERS	FL	33901	590968911	501(C)	$26,000	SPECIFIC PROGRAM
LEE BLDG IND ASSOC BUILDER CARE
6835 INTERNATIONAL CENTER BLVD4	FORT MYERS	FL	33912	202640022	501(C)	$17,000	GEN OP SUPPORT
LEE COUNTY ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD	FORT MYERS	FL	33919	510182649	501(C)	$6,664	GEN OP / SPE PRGM
LEE COUNTY DOMESTIC ANIMAL SVCS
5600 BANNER DRIVE	FORT MYERS	FL	33912		501(C)	$19,166	GEN OP SUPPORT
LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER COURT	FORT MYERS	FL	33908	592668992	501(C)	$7,892	GEN OP SUPORT
LEE HEALTH FOUNDATION
9800 SOUTH HEALTH PARK DRSUITE 405	FORT MYRES	FL	33908	650645343	501(C)	$250,000	SPECIFIC PROGRAM
LEE MEMORIAL HEALTH SYSTEM FOUNDAT
PO BOX 2218	FORT MYERS	FL	33902	650645343	501(C)	$25,379	GEN OP / SPEC PRGM
LEGACY FOUNDATION AT SHELL POINT
15010 SHELL POINT BOULEVARD	FORT MYERS	FL	33908	800002415	501(C)	$29,774	GEN OP SUP/SPE PGRAM
LEHIGH COMMUNITY SERVICES INC
201 PLAZA DR SUITE 103	LEHIGH ACRES	FL	33936	591773738	501(C)	$60,216	GEN OP SUPPORT
LIBERTY YOUTH RANCH INC
PO BOX 366206	BONITA SPRINGS	FL	34136	383674666	501(C)	$10,000	GEN OP SUPPORT
LORENZO WALKER TECHNICAL COLLEGE
3702 ESTEY AVENUE	NAPLES	FL	34104		501(C)	$19,140	SPECIFIC PROGRAM
MAKE-A-WISH FOUND OF SOUTHERN FL
3655 BONITA BEACH ROAD SUITE 3	BONITA SPRINGS	FL	34134	592620322	501(C)	$17,000	GEN OP SUPPORT
MAQUOKETA VALLEY DOLLARS FOR SCHOLA
POBOX 62	DELHI	IA	52223	465193481	501(C)	$18,000	SPECIFIC PROGRAM
MARANTHA BIBLE AND MISSIONARY CONF
4759 LAKE HARBOR ROAD	NORTON SHORES	MI	49441	381558540	501(C)	$18,000	GEN OP SUPPORT
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540	BOSTON	MA	02114	041564655	501(C)	$13,608	GEN OP SUPPORT
MED CENTER HEALTH FOUNDATION
8000 PARK STREET	BOWLING GREEN	MA	02114	611362000	501(C)	$10,000	GEN OP SUPPORT
MISC GRANTS 5000 AND UNDER
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901		501(C)	$563,786	GEN OP / SPEC PRGM
MISSION EURASIA
POBOX 496	WHEATON	IL	60187	351835273	501(C)	$10,000	GEN OP SUPPORT
MUSEUM OF NJ MARITIME HISTORY INC
528 DOCK ROAD	BEACH HAVEN	NJ	08008	760730192	501(C)	$50,000	GEN OP SUPPORT
NEW HORIZONS OF SWFLINC
POBOX 111833	NAPLES	FL	34108	113678086	501(C)	$5,500	GEN OP SUP/SPE PGRAM
NORTH NAPLES UNITED METHODIST CHURC
6000 GOODLETTE FRANK ROAD N	NAPLES	FL	34109	591383829	501(C)	$6,000	GEN OP SUPPORT
OBLATES OF ST FRANCIS DESALES
2200 KENTMERE PARKWAY	WILMINGTON	DE	19806	270255063	501(C)	$25,000	SPECIFIC PROGRAM
OCTAGON WILDLIFE SANCTUARY
41660 HORSESHOE ROAD	PUNTA GORDA	FL	33982	591383829	501(C)	$10,159	GEN OP SUPPORT
ORGAN TRANSPLANT RECIPIENTS
1110 NE 2ND PLACE	CAPE CORAL	FL	33912	043634834	501(C)	$20,000	GEN OP SUPPORT
OUR MOTHER'S HOME OF SWFL INC
7438 CARRIER ROAD	FORT MYRES	FL	33912	650510103	501(C)	$14,250	CAPIT CNTR/GE OP SUP
PACE CENTER FOR GIRLS OF LEE COUNTY
3800 EVANS AVENUE	FORT MYRES	FL	33912	650510103	501(C)	$26,804	GEN OP SUP/CAP CONTR
PARKINSON'S FOUNDATION INC
200 SE 1ST STREET SUITE 800	MIAMI	FL	33131	131866796	501(C)	$32,793	GEN OP SUPPORT
PEOPLE FOR ETHICAL TREATMENT ANIMA
501 FRONT STREET	NORFOLK	VA	235101009	521394893	501(C)	$5,800	GEN OP SUPPORT
PHYSICIANS' COMMIT FOR RESPONMEDIC
5100 WISCONSIN AVE NWSUITE 400	WASHINGTON	DC	200164131	521394893	501(C)	$5,800	GE OP SUPPORT
PROTECTED HARBORINC
POBOX 771441	NAPLES	FL	341071441	043612539	501(C)	$45,164	GEN OP SUP/SPE PGRAM
PURDUE FOUNDATION
POBOX 772401	DETROIT	MI	482772401	351052049	501(C)	$117,614	SPECIFIC PROGRAM
QUALITY LIFE CENTER OF SW FL INC
PO BOX 1290	FORT MYERS	FL	33901	650321309	501(C)	$17,140	GEN OP SUPPORT
RED CROSS AMERICA
POBOX 1290	BOONE	IA	500370839	530196605	501(C)	$7,000	SPECIFIC PROGRAM
RELAY FOR LIFE
PO BOX 2688	LABELLE	FL	33975	131788491	501(C)	$15,000	GEN OP SUPPORT
RONALD MCDONALD HOUSE CHAR OF SW FL
16100 ROSERUSH COURT	FORT MYERS	FL	33908	113704163	501(C)	$17,000	GEN OP SUPPORT
ROYAL PALM SAILING CLUBINC
1420 DEL RIO DRIVE	FORT MYRES	FL	33901	592635134	501(C)	$15,000	SPECIFIC PROGRAM
SALUSCARE INC
3763 EVANS AVENUE	FORT MYERS	FL	33901	591287693	501(C)	$5,693	GEN OP SUPPORT
SALVATION ARMY OF LEE HENDRY & GLA
10291 MCGREGOR BLVD	FORT MYERS	FL	33919	580660607	501(C)	$25,649	GEN OP SUP/SPE PGRAM
SALVATION ARMY OF PORT CHARLOTTE
2120 LOVELAND BOULEVARD	PORT CHARLOTTE	FL	33980	580660607	501(C)	$7,107	GEN OP SUPPORT
SAVE THE CHIMPS
16891 CAROLE NOON LANE	FORT PIERCE	FL	34945	650789748	501(C)	$5,800	GEN OP SUPPORT
SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BOULEVARD	FORT MYRES	FL	33966		501(C)	$30,000	SPECIFIC PROGRAM
SEND INTERNATIONAL
POBOX 513	FARMINGTON	MI	48332	410713904	501(C)	$20,000	GEN OP SUPPORT
SENIOR HOUNDSABOUND
31180 WESSEX STREET	ORLANDO	FL	32803	061819585	501(C)	$15,000	GEN OP SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRIVE	TAMPA	FL	33607	362193608	501(C)	$10,060	GEN OP SUPPORT
SOUTH FORT MYRES HIGH SCHOOL
14020 PLANTATION ROAD	FORT MYRES	FL	33912		501(C)	$10,000	SPECIFIC PROGRAM
SWFL COMMUNITY PRAYER BREAKFAST
5571 HALIFAX AVE	FORT MYRES	FL	33912	871458084	501(C)	$61,678	GEN OP SUPPORT
SOUTHWEST FLORIDA SYMPHONY
7500 COLLEGE PARKWAY SUITE 200	FORT MYERS	FL	33919	591350404	501(C)	$8,644	GEN OP/ SPEC PRGM
ST MARTIN DE PORRES OUTREACH MINIS
POBOX 5011 MCGREGOR BOULEVARD	FORT MYRES	FL	33994	464001708	501(C)	$10,000	GEN OP SUPPORT
ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD	FORT MYERS	FL	33901	590973728	501(C)	$22,000	GEN OP / SPEC PRGM
ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVENUE	FORT MYERS	FL	33901	590774200	501(C)	$9,922	GEN OP SUPPORT
ST VINCENT DE PAUL CATHOLIC CHURCH
13031 PALM BEACH BOULEVARD	FORT MYERS	FL	33905	592824352	501(C)	$12,000	SPECIFIC PROGRAM
STEVE RUMMLER HOPE NETWORK
2233 UNIVERSITY AVE W STE 325	ST PAUL	MN	55114	452903444	501(C)	$26,000	GEN OP SUPPORT
SWFL CHILDREN'S CHARITIES INC
2031 JACKSON STREET SUITE 110	FORT MYERS	FL	33901	262302491	501(C)	$31,800	SPECIFIC PROGRAM
SWFL COUNCIL INC BOY SCOUTS OF A
1801 BOY SCOUT DR	FORT MYERS	FL	339072114	591150488	501(C)	$35,748	GEN OP SUP/ SPE PGRM
THE FNDN FOR LEE PUBLIC SCHOOLSINC
POBOX 1608	FORT MYRES	FL	33902	591005169	501(C)	$29,794	GEN OP SUP/SPE PRGRM
TIDEWELL HOSPICE INC
5955 RAND BOULEVARD	SARASOTA	FL	34238	591911861	501(C)	$7,107	GEN OP SUPPORT
UNCOMMON FRIENDS FOUNDATIONINC
PO BOX 811	FORT MYERS	FL	33902	650490124	501(C)	$9,675	GEN OP SUPPORT
UNITED WAY OF LEE HENDRY & GLA
7273 CONCOURSE DR	FORT MYERS	FL	33908	591005169	501(C)	$379,502	GEN OP SUP/SPE PGRAM
UPAYA ZEN CENTER
1404 CERRO GORDO RD	SANTA FE	NM	87501	850402649	501(C)	$25,000	GEN OP SUPPORT
VALERIES HOUSE INC
PO BOX 1955	FORT MYERS	FL	33902	473701240	501(C)	$22,200	GEN OP / SPEC PRGM
YOUTH HAVEN INC
5867 WHITAKER ROAD	NAPLES	FL	341122963	237065187	501(C)	$16,000	GEN OP SUP/ SP PGRAM
ZION LUTHERAN CHURCH SOUTH FORT MYR
7401 WINKLER RD	FORT MYERS	FL	33919	596473920	501(C)	$20,000	GEN OP SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	192	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	ACADEMIC SCHOLARSHIPS	GrantTypeTxt
Recipient	153	RecipientCnt
Cash Grant	$1,160,332	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	EACH NONPROFIT THAT WAS AWARDED A COMPETITIVE GRANT FROM THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION IS REQUIRED TO SUBMIT MIDTERM AND FINAL GRANT EVALUATION REPORTS THAT OUTLINE WHAT WAS ACCOMPLISHED AS A RESULT OF THE GRANT AWARD AND INCLUDE A FINAL BUDGET DETAILING ALL PROJECT EXPENSES. THE DUE DATE FOR THE REPORTS IS INCLUDED IN THE GRANT AWARD LETTER. THE FINAL REPORT IS USUALLY DUE 11 MONTHS AFTER THE GRANT WAS AWARDED. THE FOUNDATION ALSO MONITORS ACTIVE GRANTS BY REQUIRING THAT ANY MATERIAL VARIANCES TO FUNDED PROJECTS BE REQUESTED AND APPROVED BY THE FOUNDATION IN WRITING. 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 THE FOUNDATION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SARAH OWEN	PersonNm
Title	PRESIDENT / CEO	TitleTxt
Base Compensation Filing Org	$305,000	BaseCompensationFilingOrgAmt
Other Compensation Filing Org	$7,273	OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org	$25,863	DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org	$15,945	NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org	$354,081	TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	19	ContributionCnt
Noncash Contributions Rpt F990	$817,894	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV ON DATE OF TRANSFER	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PAGE 1, PART I, LINE 32B	FormAndLineReferenceDesc
Explanation	DONATED SECURITIES ARE FORWARDED TO THE COLLABORATORY'S PROFESSIONAL INVESTMENT ADVISORS, WHO SELL THE SECURITIES AND PLACE THE PROCEEDS IN THE COLLABORATORY'S INVESTMENT PORTFOLIO.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S 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, PAGE 2, PART III, LINE 4D	OVER THE PAST SEVERAL YEARS THE FOUNDATION HAS IMPLEMENTED NEW, INNOVATIVE APPROACHES TO ACHIEVE ITS MISSION, SUCH AS: CREATING COLLABORATORY - THE FOUNDATION CHANGED ITS NAME AND IDENTITY TO COLLABORATORY, BUILDING ON A DECADE LONG PURSUIT OF CREATING MEANINGFUL CHANGE IN SOUTHWEST FLORIDA. SERVING THE FIVE COUNTIES OF SOUTHWEST FLORIDA THAT RANGE FROM RURAL TO URBAN, FARM TO COAST, THE FOUNDATION BUILDS ON A DECADE OF TRUSTED RELATIONSHIPS WITH COMMUNITY PARTNERS ACROSS DIVERSE COMMUNITIES AND CAUSES. UNDER THE BANNER OF COLLABORATORY THE FOUNDATION IS COORDINATING THE SOLVING OF OUR REGION'S SOCIAL ISSUES TO CREATE CREATING A NEW MORE RESILIENT CIVIL SOCIETY AND VIBRANT COMMUNITY WITH PROSPERITY BROADLY SHARED. THIS WORK IS HEADQUARTERED IN THE ICONIC SETTING OF THE LEED RATED RENOVATION OF THE HISTORIC TRAIN DEPOT CREATED THROUGH A PUBLIC PRIVATE PARTNERSHIP. SUPPORTING THE REGION'S NON-PROFITS THROUGH THE COVID PANDEMIC - THROUGHOUT THE PANDEMIC COLLABORATORY DEDICATED TIME AND RESOURCES TO SUPPORTING THE NONPROFIT COMMUNITY AS IT RESPONDED TO THE IMPACT OF COVID ON THEIR ORGANIZATIONS AND THOSE THEY SERVE. COLLABORATORY FOLLOWED THE COUNCIL ON FOUNDATIONS PLEDGE TO LIFT GRANT RESTRICTIONS ON GRANT RECIPIENTS TO ALLOW ORGANIZATIONS TO DIRECT FUNDING TO THE GREATEST NEED, LED FUNDRAISING EFFORTS TO GENERATE ADDITIONAL FUNDING, CREATED SURVEYS TO IDENTIFY NONPROFITS GREATEST ORGANIZATIONAL NEEDS DURING THE PANDEMIC AND CREATED PROGRAMS AND SUPPORT SYSTEMS TO ASSIST IN BUILDING RESILIENCE. PROVIDING COLLECTIVE LEADERSHIP IN THE REGION - COLLABORATORY BELIEVES SOUTHWEST FLORIDA'S GREATEST CHALLENGES AND OPPORTUNITIES REQUIRE LEADERSHIP THAT REACHES BEYOND SECTORS AND JURISDICTIONAL BOUNDARIES. COLLABORATORY ENGAGES STAKEHOLDERS MOTIVATED BY A COMMON PURPOSE, VISION, AND PASSION AROUND FINDING SOLUTIONS. SIGNIFICANT AND SUSTAINABLE CHANGE DEMANDS THE COLLECTIVE ACTION OF GOVERNMENT, EDUCATION, BUSINESS, PHILANTHROPISTS, NONPROFIT ORGANIZATIONS, AND RESIDENTS. PROVIDING BACKBONE SUPPORT TO THE FUTUREMAKERS COALITION - COLLABORATORY HAS SUPPORTED THIS COLLECTIVE IMPACT INITIATIVE TO DEVELOP AND MEASURE THE WORK OF REGIONAL ACTION TEAMS. THE GOAL OF THE COALITION IS TO TRANSFORM THE WORKFORCE BY INCREASING THE NUMBER OF DEGREES, CERTIFICATIONS, AND OTHER HIGH-QUALITY CREDENTIALS TO 55% OF WORKING AGE ADULTS - A TARGET BASED ON THE NEEDS OF A THRIVING ECONOMY IN SOUTHWEST FLORIDA. DURING ITS NOW 8-YEAR EVOLUTION, NEW PROJECTS ARE CONTINUOUSLY INCUBATED BY FUTUREMAKERS PARTNERS WORKING ACROSS COUNTIES AND SECTORS TO REMOVE BARRIERS FOR RESIDENTS SEEKING EMPLOYMENT, AND A BETTER LIFE. WITH A DEDICATED FOCUS ON RETURNING ADULTS AND THOSE WITHOUT ANY CREDITS TOWARD A POST-SECONDARY CREDENTIAL, WHAT BEGAN AS AN EDUCATION INITIATIVE HAS EXPANDED TO ENCOMPASS ECONOMIC DEVELOPMENT. THE COALITION WORKS TO TRAIN FUTURE WORKFORCE TO FILL EMPLOYMENT GAPS AS WELL AS CREATE SOCIAL MOBILITY AND HELPING RESIDENTS FIND SATISFYING CAREERS. INCREASING SERVICES FOR DONORS - REFLECTING A BROADER SHIFT IN PHILANTHROPY FROM LEGACY GIVING TO "RIGHT NOW" GIVING INSPIRED BY PHILANTHROPIC LEADERS SUCH AS THE GATES FOUNDATION AND THE HUNDREDS WHO SIGNED THE GIVING PLEDGE OVER THE PAST 10 YEARS, COLLABORATORY HAS ADAPTED BY WORKING WITH DONORS ON STRATEGIC PHILANTHROPIC PLANNING SO THAT DONORS CAN SEE THE EFFECTS OF THEIR PHILANTHROPY DURING THEIR AND THEIR FAMILY'S LIFETIMES, AS WELL AS THE IMPORTANT PLANNING FOR ENDOWED LEGACY GIFTS. BY HELPING DONORS EXPLORE PHILANTHROPIC DESIRES AND GREATEST COMMUNITY NEEDS ALONG WITH TAX-WISE GIVING, THE COLLABORATORY OFFERS CONCIERGE SERVICES TO DONORS GUIDING HOW TO INVEST IN NONPROFIT WORK IN THE REGION AND BEYOND TO REACH THE DONORS' DESIRED OUTCOMES. ALIGNED WITH ITS APPROACH TO COALITION BUILDING, COLLABORATORY IS EXPLORING WAYS TO INFORM AND ENGAGE DONORS SEEKING GREATER IMPACT THROUGH STRATEGIC PHILANTHROPY. BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP - COLLABORATORY IS ENGAGING LEADERS ACROSS SECTORS TO DEVELOP NEW APPROACHES TO LEADERSHIP BASED ON THE PRINCIPLES AND PRACTICES OF COLLABORATION. THIS INCLUDES WORKING CAPACITY-BUILDING AND ACCESS TO GROUP SESSIONS LED BY EXPERTS IN A VARIETY OF FIELDS. COLLABORATORY HAS FOUND THAT THESE NONPROFIT NETWORKS LEARN TOGETHER TO ACHIEVE TOGETHER. COLLABORATORY FORTIFIES THESE ORGANIZATIONS WITH SKILLS AND TRAINING TO CREATE HEALTHIER ORGANIZATIONS AND COLLABORATIVE OPPORTUNITIES TO BENEFIT THEIR MISSIONS AND THE COMMUNITY AS A WHOLE. NUMEROUS COLLABORATIVE PROJECTS HAVE RESULTED FROM LEADERS WORKING TOGETHER COMBINING NEEDS AND ASSETS TO DEVELOP PROGRAMS TO BENEFIT THOSE WHO RELY ON THE NONPROFITS FOR SERVICES.
FORM 990, PAGE 6, PART VI, LINE 11B	AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM WITH THE BOARD OF TRUSTEES' AUDIT COMMITTEE PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW AND EXECUTE A NEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. CERTAIN VOLUNTEERS AND CONSULTANTS ARE ALSO REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST POLICY STATEMENT DEPENDING ON THE SERVICES RECEIVED.
FORM 990, PAGE 6, PART VI, LINE 15A	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.
FORM 990, PAGE 6, PART VI, LINE 15B	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, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FOUNDATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE FOUNDATION'S WEBSITE AT WWW.COLLABORATORY.ORG AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR/CANDID.
FORM 990, PART XI, LINE 9	EXPENSES ALLOCATED TO RENTAL REVENUE 98,944 INVESTMENT RETURN TO CUBAN PETE -161,385 AGENCY ADMIN FEES 63,791 AGENCY CONTRIBUTIONS, NET 34,236 PYMT/CHG SPLIT INT AGMT & REMAIN/LEAD TRUSTS -6,779,525 CONTRIBUTION FOR CUBAN PETE 5,000 FEES FOR SERVICES FROM CUBAN PETE -30,000 FEES FOR SERVICES FROM SUPPORT ORG -17,372 AGENCY FUND INVESTMENT INCOME -324,804 EXPENSES ALLOCATED TO RENTAL REVENUE -98,944 EXPENSES ALLOCATED TO CUBAN PETE -32,557 EXPENSES ALLOCATED TO SUPPORT ORG -527,415 INVESTMENT FEES ALLOCATED TO AGENCY FD 9,601 AGENCY FUND GRANTS 91,745 RENT EXPENSE TO SUPPORT ORG 164,000 TOTAL -7,504,685

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Business Name Line2DisregardedEntityName/BusinessNameLine2Txt
BONITA SPRINGS COMMUNITY FD LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274342648	INACTIVE	FL	NA
COMMUNITY FD OF SANIBEL-CAPTIVA LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274343844	INACTIVE	FL	NA
WOMENS LEGACY FUND LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274967919	INACTIVE	FL	NA
WOMENS LEGACY FUND OF SWFL LLC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274968412	INACTIVE	FL	NA
GOOD NEIGHBOR COMM FD OF SANIBEL-
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	274343158	INACTIVE	FL	NA	CAPTIVA LLC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	300958830	SUP ORG	FL	501C3	12A	N/A	false
PEDRO CUBAN PETE ENDOWMENT INC
2031 JACKSON STREET SUITE 100	FORT MYERS	FL	33901	843583084	SUP ORG	FL	501C3	12A	N/A	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SWFLCF SUPPORT ORGANIZATION INC
L	$17,372	ACTUAL COST
SWFLCF SUPPORT ORGANIZATION INC
K	$164,000	RENT - COMPARABLE VALUE
PEDRO (CUBAN PETE) ENDOWMENT INC
L	$30,000	ACTUAL COST