Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
 
Doing business as
COLLABORATORY
 
Number and street (or P.O. box if mail is not delivered to street address)
2031 JACKSON ST 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT MYERS, FL33901
D Employer identification number

59-6580974
E Telephone number

G Gross receipts $ 42,465,925
F Name and address of principal officer:
DAWN BELAMARICH
2031 JACKSON ST 100
FORT MYERS,FL33901
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.COLLABORATORY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1976
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE OTHE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO SOLVE ALL SOCIAL ISSUES IN SOUTHWEST FLORIDA BY 2040.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 38
6 Total number of volunteers (estimate if necessary) ............. 6 231
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,984,361 21,481,573
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,152,026 10,185,417
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -17,393 -252,730
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 28,118,994 31,414,260
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,465,141 8,318,465
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,037,857 3,715,414
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 795,355    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,797,903 7,646,820
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 17,300,901 19,680,699
19 Revenue less expenses. Subtract line 18 from line 12....... 10,818,093 11,733,561
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 162,968,322 183,474,472
21 Total liabilities (Part X, line 26)............. 7,887,712 8,587,223
22 Net assets or fund balances. Subtract line 21 from line 20..... 155,080,610 174,887,249
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE OCOLLABORATORY IS A COMMUNITY FOUNDATION WITH AN EVOLVED MISSION COMMITTED TO COORDINATING THE SOLVING OF SOUTHWEST FLORIDA'S MAJOR SOCIAL PROBLEMS BY 2040. SINCE OUR FOUNDING IN 1976, WE HAVE BEEN SUPPORTING LOCAL CAUSES AND NONPROFIT WORK, BUT UNFORTUNATELY, MANY OF OUR SOCIAL ISSUES CONTINUE TO STAY THE SAME OR GET WORSE. WE BELIEVE STRONGLY IN THE TRADITIONAL WORK WE DO BUT ARE ALSO COMMITTED TO MAKING A DEEPER IMPACT GOING TO THE ROOT CAUSE OF THE SOCIAL ISSUES PLAGUING OUR REGION. WE ARE A COMMUNITY FOUNDATION WITH OVER $100 MILLION GRANTED OVER THE YEARS, JOINED WITH A MUCH LARGER EFFORT IN COMMUNITY LEADERSHIP. BY BRINGING PEOPLE TOGETHER, WE'RE TACKLING THE ROOT CAUSE AND UPSTREAM ISSUES THAT MAKE THESE GRANTS NECESSARY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,799,318 including grants of $ 3,416,332 ) (Revenue $   )
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 DISBURSEMENTAPPROVALS.
4b (Code:   ) (Expenses $ 1,745,845 including grants of $ 919,486 ) (Revenue $   )
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.
4c (Code:   ) (Expenses $ 1,708,409 including grants of $ 899,769 ) (Revenue $   )
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.
(Code:   ) (Expenses $ 5,677,588 including grants of $ 3,082,878 ) (Revenue $   )
COLLABORATORY RECEIVES, DISTRIBUTES AND ADMINISTERS PROGRAM FUNDS TO SUPPORT THE REGION BY BUILDING A STRONGER NETWORK FOR COLLABORATIVE LEADERSHIP.
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,677,588 including grants of $ 3,082,878 ) (Revenue $   )
4e Total program service expenses15,931,160
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
38
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
38
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
FL
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
DAWN BELAMARICH2031 JACKSON ST STE 100   FORT MYERS,FL33901 (239) 274-5900
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DAWN BELAMARICH......................................................................
CHAIR/ PRESIDENT
 55.00
.................
6.00 		X   X       297,684 0 26,605
(2) GAIL MARKHAM......................................................................
CHAIR
 3.00
.................
  		X   X       0 0 0
(3) GARY GRIFFIN......................................................................
VICE CHAIR & SECRETARY/TREASURER
 3.00
.................
  		X   X       0 0 0
(4) DALE REISS......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(5) DAMON ROMANELLO......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(6) FRED MOON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(7) HARRISON S KNIGHT......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(8) JUAN BENDECK......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(9) JULIE BEN-SUSAN......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(10) KAREN WATSON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(11) KHANDYCE MOSELY......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(12) LAUREN DRASITES......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(13) LILLIE RENTZ......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(14) MALIKE ADIGUN......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(15) ROSEMARY FLLORI......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(16) SALLY JACKSON......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
(17) SUZANNE BOY......................................................................
TRUSTEE
 3.00
.................
  		X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) TESSA LESAGE........................................................................
CHIEF IMPACT OFFICER
 50.00
.......................   		    X       170,140 0 21,239
(19) JONATHAN ROMINE........................................................................
CHIEF OPERATIONS OFFICER
 50.00
.......................   		    X       158,262 0 20,541
(20) JOSEPH BRAUN........................................................................
CHIEF PHILANTHROPY OFFICER
 50.00
.......................1.00 		    X       102,416 0 11,158
(21) MARINA NASSIF........................................................................
CFO (THROUGH 07/23/24)
 50.00
.......................   		    X       93,539 0 12,782
(22) SHARON RALSTON........................................................................
CFO (AS OF 9/5/24)
 50.00
.......................7.00 		    X       120,688 0 20,264
(23) ALEX BREAULT........................................................................
PARTNERSHIP MANAGER
 40.00
.......................   		        X   100,800 0 25,645














1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 1,043,529 0 138,234
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SEI INVESTMENTS

1 FREEDOM VALLEY DR
OAKS,PA19456 		INVESTMENT MANAGEMENT 268,622
MADELEINE KAHN,
1243 GLEN AVE
BERKELEY,CA94708 		GRANT WRITING 216,950
AGL SOLUTIONS LLC

4600 SUMMERLIN RD STE C2-284
FORT MYERS,FL33919 		PUBLIC POLICY 199,992
MELISSA SEVERANCE,
10190 SWEETGRASS CIR
NAPLES,FL34104 		TRAINING PROGRAM DEVELOPMENT 137,476
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 4
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 6,698,856
f All other contributions, gifts, grants, and similar amounts not included above1f 14,782,717
g Noncash contributions included in lines 1a - 1f:$ 1g 7,384,844
h Total. Add lines 1a-1f....... 21,481,573
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 4,078,202     4,078,202
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 94,124  
b Less: rental expenses 6b 507,173  
c Rental income or (loss) 6c -413,049  
d Net rental income or (loss)....... -413,049     -413,049
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 16,651,707  
b Less: cost or other basis and sales expenses 7b 10,544,492  
c Gain or (loss) 7c 6,107,215  
d Net gain or (loss)......... 6,107,215     6,107,215
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a REIMBURSEMENT INCOME 900099 93,731     93,731
b MISCELLANEOUS INCOME 900099 66,588     66,588
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 160,319
12 Total revenue. See instructions..... 31,414,260 0 0 9,932,687
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 5,421,457 5,421,457
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 2,832,008 2,832,008
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 65,000 65,000
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,093,719 732,792 284,367 76,560
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 2,105,575 1,410,735 547,450 147,390
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 50,304 33,704 13,079 3,521
9 Other employee benefits ....... 308,654 206,798 80,250 21,606
10 Payroll taxes ........... 157,162 105,299 40,862 11,001
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,449 1,641 637 171
c Accounting ........... 109,527 73,383 28,477 7,667
d Lobbying ........... 50,000 33,500 13,000 3,500
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 385,246 258,115 100,164 26,967
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 4,162,006 2,788,544 1,082,122 291,340
12 Advertising and promotion ....        
13 Office expenses ....... 200,906 134,607 52,236 14,063
14 Information technology ...... 346,816 232,367 90,172 24,277
15 Royalties ..        
16 Occupancy ........... 178,053 119,295 46,294 12,464
17 Travel ............ 26,957 18,061 7,009 1,887
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 120,415 80,678 31,308 8,429
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 160,451 107,502 41,717 11,232
23 Insurance ... 120,313 80,610 31,281 8,422
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a CREDIT LOSS ALLOWANCE 1,149,829 770,385 298,956 80,488
b DIRECT PROGRAM EXPENSES 440,838 295,361 114,618 30,859
c DUES & SUBSCRIPTIONS 117,803 78,928 30,629 8,246
d DONOR RELATIONS 40,533 27,157 10,539 2,837
e All other expenses 34,678 23,233 9,017 2,428
25 Total functional expenses. Add lines 1 through 24e 19,680,699 15,931,160 2,954,184 795,355
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,906,803 1 4,043,024
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 1,404,592 3 1,323,092
4 Accounts receivable, net ............. 623,439 4 326,694
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 1,193,803 7 134,519
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 153,470 9 106,941
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,077,047
b Less: accumulated depreciation 10b 2,668,453 9,610,703 10c 9,408,594
11 Investments—publicly traded securities . 127,645,054 11 144,576,605
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 20,430,458 15 23,555,003
16 Total assets. Add lines 1 through 15 (must equal line 33)... 162,968,322 16 183,474,472
Liabilities 17 Accounts payable and accrued expenses ..... 340,520 17 268,458
18 Grants payable ... 2,282,303 18 2,160,871
19 Deferred revenue ......... 873,659 19 643,942
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 2,805,583 21 3,955,099
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,585,647 25 1,558,853
26 Total liabilities. Add lines 17 through 25.. 7,887,712 26 8,587,223
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 121,132,424 27 151,325,789
28 Net assets with donor restrictions ........... 23,561,460 28 23,561,460
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 155,080,610 32 174,887,249
33 Total liabilities and net assets/fund balances ........ 162,968,322 33 183,474,472
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
31,414,260
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
19,680,699
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
11,733,561
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
155,080,610
5
Net unrealized gains (losses) on investments ...............
5
6,091,245
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,981,833
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
174,887,249
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 7,891,415 6,089,215 18,771,646 19,984,361 21,481,573 74,218,210
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 7,891,415 6,089,215 18,771,646 19,984,361 21,481,573 74,218,210
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 19,121,219
6 Public support. Subtract line 5 from line 4. 55,096,991
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 7,891,415 6,089,215 18,771,646 19,984,361 21,481,573 74,218,210
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,875,842 2,356,988 2,588,050 3,384,788 4,172,326 14,377,994
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..         160,319 160,319
11 Total support. Add lines 7 through 10 88,756,523
12
12
2,163,884
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
62.080 %
15
15
67.700 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC 		Employer identification number
59-6580974
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC 		Employer identification number

59-6580974
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC 		Employer identification number

59-6580974
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
50,000
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
50,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: WE STILL RETAIN THE SERVICES OF 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.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 132 3
2 Aggregate value of contributions to (during year) 7,171,137 3,960
3 Aggregate value of grants from (during year) 2,931,504 3,000
4 Aggregate value at end of year ........ 35,032,693 306,432
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $ 0
(ii)
Assets included in Form 990, Part X ...............................right arrow $ 149,025
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
ARTIST RECOGNITION PROGRAM
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 109,674,770 99,724,205 87,333,295 105,685,518 83,243,086
b Contributions ... 10,189,940 5,538,614 11,227,317 4,717,097 4,445,960
c Net investment earnings, gains, and losses 13,476,956 11,399,969 9,151,483 -14,741,961 24,315,206
d Grants or scholarships ... 5,361,330 5,280,414 6,682,301 6,603,438 4,799,644
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 1,965,301 1,707,604 1,352,327 1,723,921 1,519,090
g End of year balance ...... 126,015,035 109,674,770 99,724,205 87,333,295 105,685,518
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow98.980 %
b
Permanent endowment right arrow1.020 %
c
Term endowment right arrow0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   10,849,819 2,392,198 8,457,621
d Equipment ....   894,225   894,225
e Other .....   333,003 276,255 56,748
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 9,408,594
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)SPLIT INTEREST AGREEMENTS AND REMAINDER 23,363,823
(2)OTHER ASSETS 191,180
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 23,555,003
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ANNUITY OBLIGATIONS 1,558,853








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,558,853
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION   65,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 65,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 65,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 65,000   0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
1
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
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.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number
59-6580974
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ALL HOUND RESCUE OF FLORIDA INC
2741 SW PALACE AVE
PORT ST LUCIE,FL34987 		92-1353870 501(C)(3) 50,000 0     GENERAL OPERATING SUPPORT
(2) ALL SEATED IN A BARN
1925 NUTE ST
BAKERSFIELD,CA93312 		82-5455179 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(3) ALLIANCE FOR THE ARTS
10091 MCGREGOR BLVD
FORT MYERS,FL33919 		51-0182649 501(C)(3) 16,000 0     GENERAL OPERATING SUPPORT
(4) ALLINA HEALTH FOUNDATION
2925 CHICAGO AVE MAIL ROUTE 10721
MINNEAPOLIS,MN55407 		27-4116873 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(5) ALPHA & OMEGA FREEDOM MINISTRIES INC
102 W CARLTON ST
WAUCHULA,FL33873 		59-2735813 501(C)(3) 50,000 0     GENERAL OPERATING SUPPORT
(6) AMERICAN DIABETES ASSOCIATION
1511 N WESTSHORE BLVD STE 980
TAMPA,FL33607 		13-1623888 501(C)(3) 15,942 0     GENERAL OPERATING SUPPORT
(7) AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY OF ANIMALS
424 E 92ND ST
NEW YORK,NY10128 		13-1623829 501(C)(3) 5,872 0     GENERAL OPERATING SUPPORT
(8) ANIMAL REFUGE CENTER INC
PO BOX 62605
FORT MYERS,FL33906 		65-0057419 501(C)(3) 54,698 0     GENERAL OPERATING SUPPORT
(9) ANIMAL RESCUE OF LABELLE INC
PO BOX 2441
LABELLE,FL33935 		65-0404638 501(C)(3) 13,358 0     GENERAL OPERATING SUPPORT
(10) BAGS BASSET RESCUE
3555 ANDERSON AVE
MINERVA,OH44657 		46-0555417 501(C)(3) 7,500 0     GENERAL OPERATING SUPPORT
(11) BAILEY-MATTHEWS NATIONAL SHELL MUSEUM
3075 SANIBEL-CAPTIVA RD
SANIBEL,FL33957 		59-2775992 501(C)(3) 9,930 0     GENERAL OPERATING SUPPORT
(12) BATTLE CREEK COMMUNITY FOUNDATION
32 W MICHIGAN AVE STE 1
BATTLE CREEK,MI49017 		38-2045459 501(C)(3) 11,253 0     GENERAL OPERATING SUPPORT
(13) BIDEAWEE INC
410 E 38TH ST
NEW YORK,NY10016 		13-1655210 501(C)(3) 9,591 0     GENERAL OPERATING SUPPORT
(14) BOBBY HOLLOWAY MEMORIAL CORP
PO BOX 712
SAINT JAMES CITY,FL33956 		65-0962579 501(C)(3) 55,069 0     GENERAL OPERATING SUPPORT
(15) BOBBY NICHOLS FIDDLESTICKS FOUNDATION INC
15391 CANONGATE DR
FORT MYERS,FL33912 		04-3649766 501(C)(3) 12,000 0     GENERAL OPERATING SUPPORT
(16) BONITA BAY VETERANS COUNCIL
3330 RIVERPARK CT
BONITA SPRINGS,FL34134 		47-3563908 501(C)(3) 50,000 0     GENERAL OPERATING SUPPORT
(17) BONITA SPRINGS YMCA
27200 KENT RD
BONITA SPRINGS,FL34135 		36-3258696 501(C)(3) 27,000 0     GENERAL OPERATING SUPPORT
(18) BOYS & GIRLS CLUBS OF LEE COUNTY INC
PO BOX 62736
FORT MYERS,FL33906 		59-2013870 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(19) BOYS AND GIRLS CLUBS OF POLK COUNTY INC
PO BOX 763
LAKELAND,FL33802 		59-0171815 501(C)(3) 5,689 0     GENERAL OPERATING SUPPORT
(20) BRIDGE A LIFE INC
1680 FRUITVILLE RD STE 312B
SARASOTA,FL34236 		46-2391027 501(C)(3) 40,000 0     GENERAL OPERATING SUPPORT
(21) BRIDGE TO A CURE FOUNDATION
42881 LAKE BABCOCK DR STE 200
BABCOCK RANCH,FL33982 		84-3024608 501(C)(3) 11,000 0     GENERAL OPERATING SUPPORT
(22) BUILDING ON LOVE
244 N MOHAWK ST
COHOES,NY12047 		27-0524296 501(C)(3) 8,500 0     GENERAL OPERATING SUPPORT
(23) CALOOSA HUMANE SOCIETY INC
PO BOX 2337
LABELLE,FL33975 		65-0759567 501(C)(3) 46,026 0     GENERAL OPERATING SUPPORT
(24) CALUSA NATURE CENTER & PLANETARIUM INC
3450 ORTIZ AVE
FORT MYERS,FL33905 		23-7090889 501(C)(3) 135,000 0     GENERAL OPERATING SUPPORT
(25) CANTERBURY SCHOOL CORPORATION
8141 COLLEGE PKWY
FORT MYERS,FL33919 		59-1058089 501(C)(3) 7,277 0     GENERAL OPERATING SUPPORT
(26) CAPE CORAL ANIMAL SHELTER
325 SW 2ND AVE
CAPE CORAL,FL33991 		81-3632884 501(C)(3) 56,000 0     GENERAL OPERATING SUPPORT
(27) CAPTIVA CHAPEL BY THE SEA
PO BOX 188
CAPTIVA,FL33924 		59-6143042 501(C)(3) 34,352 0     GENERAL OPERATING SUPPORT
(28) CGR S MISSION INC
18481 N TAMIAMI TRAIL
FORT MYERS,FL33903 		81-3236064 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(29) CHARITABLE FOUNDATION OF THE ISLANDS INC
2460 PALM RIDGE RD STE 1
SANIBEL,FL33957 		27-4027791 501(C)(3) 50,000 0     GENERAL OPERATING SUPPORT
(30) CHARLOTTE COUNTY PUBLIC SCHOOLS CHARLOTTE TECHNICAL COLLEGE
18150 MURDOCK CIR
PORT CHARLOTTE,FL33948 		59-6000539 501(C)(3) 13,000 0     GENERAL OPERATING SUPPORT
(31) CHARLOTTE HARBOR ENVIRONMENTAL CENTER INC
PO BOX 512876
PUNTA GORDA,FL33951 		59-2853001 501(C)(3) 30,253 0     GENERAL OPERATING SUPPORT
(32) CHILDREN'S ADVOCACY CENTER OF SW FLORIDA INC
3830 EVANS AVE
FORT MYERS,FL33901 		65-0007620 501(C)(3) 19,922 0     GENERAL OPERATING SUPPORT
(33) CHRIST LUTHERAN CHURCH
3816 S 12TH ST
SHEBOYGAN,WI53081 		39-1232963 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(34) CLINIC FOR THE REHABILITATION OF WILDLIFE INC
PO BOX 150
SANIBEL,FL33957 		23-7271040 501(C)(3) 28,046 0     GENERAL OPERATING SUPPORT
(35) COMMUNITIES REACHING OUT INC
908 N GOLF DR
HOLLYWOOD,FL33021 		65-1242772 501(C)(3) 10,261 0     GENERAL OPERATING SUPPORT
(36) COMMUNITY COOPERATIVE INC
PO BOX 2143
FORT MYERS,FL33902 		59-2602772 501(C)(3) 6,033 0     GENERAL OPERATING SUPPORT
(37) COMMUNITY FOUNDATION OF NORTH FLORIDA
3600 MACLAY BLVD S STE 200
TALLAHASSEE,FL32312 		59-3473384 501(C)(3) 10,209 0     GENERAL OPERATING SUPPORT
(38) COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA INC
4 VANDERBILT PARK DR STE 300
ASHEVILLE,NC28803 		56-1223384 501(C)(3) 50,000 0     GENERAL OPERATING SUPPORT
(39) COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC
PO BOX 1870
MERRIFIELD,VA22116 		13-1685039 501(C)(3) 5,872 0     GENERAL OPERATING SUPPORT
(40) CORNERSTONE CHURCH OF FORT MYERS
3220 DR MARTIN LUTHER KING JR BLVD
FORT MYERS,FL33916 		59-1613511 501(C)(3) 10,520 0     GENERAL OPERATING SUPPORT
(41) COUNCIL ON FOUNDATIONS
PO BOX 715674
PHILADELPHIA,PA19171 		13-6068327 501(C)(3) 8,750 0     GENERAL OPERATING SUPPORT
(42) COVENANT PRESBYTERIAN CHURCH OF FORT MYERS
2439 MCGREGOR BLVD
FORT MYERS,FL33901 		59-1150677 501(C)(3) 11,766 0     GENERAL OPERATING SUPPORT
(43) DIOCESE OF VENICE IN FLORIDA INC
1000 PINEBROOK RD
VENICE,FL34285 		27-1988145 501(C)(3) 30,000 0     GENERAL OPERATING SUPPORT
(44) DOCTORS WITHOUT BORDERS USA INC
PO BOX 5023
HAGERSTOWN,MD217415023 		13-3433452 501(C)(3) 6,000 0     GENERAL OPERATING SUPPORT
(45) EARTH SHINE INSTITUTE INC
6774 WIDMER RD
SHAWNEE,KS66216 		32-0042299 501(C)(3) 6,733 0     GENERAL OPERATING SUPPORT
(46) EDISON SAILING CENTER
1420 DEL RIO DR
FORT MYERS,FL33901 		59-2635134 501(C)(3) 5,571 0     GENERAL OPERATING SUPPORT
(47) ESTERO FOREVER FOUNDATION
PO BOX 763
ESTERO,FL33928 		84-2466890 501(C)(3) 123,758 0     GENERAL OPERATING SUPPORT
(48) EVANGELISTIC WORKS INC
12925 PALM BEACH BLVD
FORT MYERS,FL33905 		59-1752959 501(C)(3) 15,000 0     GENERAL OPERATING SUPPORT
(49) FEEDING AMERICA
161 NORTH CLARK ST
CHICAGO,IL60601 		36-3673599 501(C)(3) 5,872 0     GENERAL OPERATING SUPPORT
(50) FELLOWSHIP OF CHRISTIAN ATHLETES
3000 ORANGE BLOSSOM DR
NAPLES,FL34109 		44-0610626 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(51) FINDING HOPE FARM
299 SPRAWLS FARM RD
WILLISTON,SC29853 		87-3106415 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(52) FINEMARK NATIONAL BANK & TRUST
8695 COLLEGE PKWY STE 100
FORT MYERS,FL33919 		20-8075599 501(C)(3) 260,185 0     GENERAL OPERATING SUPPORT
(53) FIREHOUSE COMMUNITY THEATRE INC
241 N BRIDGE ST
LABELLE,FL33935 		65-0421554 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(54) FIRST PRESBYTERIAN CHURCH
2438 2ND ST
FORT MYERS,FL33901 		59-0823943 501(C)(3) 7,585 0     GENERAL OPERATING SUPPORT
(55) FIRST PRESBYTERIAN CHURCH OF BONITA SPRINGS INC
9751 BONITA BEACH RD
BONITA SPRINGS,FL34135 		59-1622501 501(C)(3) 69,728 0     GENERAL OPERATING SUPPORT
(56) FLORIDA ARTS INC
2301 1ST ST
FORT MYERS,FL33901 		31-1536036 501(C)(3) 25,000 0     GENERAL OPERATING SUPPORT
(57) FLORIDA GULF COAST UNIVERSITY
10501 FGCU BLVD S
FORT MYERS,FL33965 		65-0753801 LEE COUNTY 20,000 0     GENERAL OPERATING SUPPORT
(58) FLORIDA GULF COAST UNIVERSITY FOUNDATION INC
10501 FGCU BLVD S
FORT MYERS,FL33965 		65-0403969 501(C)(3) 76,430 0     GENERAL OPERATING SUPPORT
(59) FLORIDA LIONS CONKLIN CENTER FOR THE BLIND INC
405 WHITE ST
DAYTONA BEACH,FL32114 		23-7377066 501(C)(3) 5,847 0     GENERAL OPERATING SUPPORT
(60) FLORIDA SOUTHERN COLLEGE
111 LAKE HOLLINGSWORTH DR
LAKELAND,FL33801 		59-0624401 501(C)(3) 15,942 0     GENERAL OPERATING SUPPORT
(61) FLORIDA SOUTHWESTERN STATE COLLEGE
8099 COLLEGE PKWY
FORT MYERS,FL33919 		59-1211051 POLK COUNTY 10,000 0     GENERAL OPERATING SUPPORT
(62) FORT MYERS CHRISTIAN CHURCH
5916 WINKLER RD
FORT MYERS,FL33919 		59-6553153 501(C)(3) 30,000 0     GENERAL OPERATING SUPPORT
(63) FORT MYERS COMMUNITY CONCERT ASSOCIATION INC
PO BOX 606
FORT MYERS,FL33902 		59-1739068 501(C)(3) 11,695 0     GENERAL OPERATING SUPPORT
(64) FORT MYERS RESCUE MISSION
6900 MISSION LN
FORT MYERS,FL33916 		59-2469860 501(C)(3) 8,347 0     GENERAL OPERATING SUPPORT
(65) FOUNDATION FOR NATIONAL PROGRESS
222 SUTTER ST 600
SAN FRANCISICO,CA94108 		94-2282759 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(66) FOUNDATION FOR ORGAN DONATION AND SARCOIDOSIS AWARENESS INC
11855 ADONCIA WAY 3203
FORT MYERS,FL33912 		93-2640884 501(C)(3) 44,000 0     GENERAL OPERATING SUPPORT
(67) FOUNDATION OF THE PENNSYLVANIA MEDICAL SOCIETY
400 WINDING CREEK BLVD
MECHANICSBURG,PA17050 		23-1511600 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(68) GERMAN METHODIST CHURCH PRESERVATION ASSOCIATION
21063 COUNTY RD K
WEST UNITY,OH43570 		20-5119505 501(C)(3) 10,536 0     GENERAL OPERATING SUPPORT
(69) GLOBAL SCHOLARS
PO BOX 12147
OVERLAND PARK,KS66282 		56-1627401 501(C)(3) 8,000 0     GENERAL OPERATING SUPPORT
(70) GUADALUPE CENTER INC
509 HOPE CIR
IMMOKALEE,FL34142 		59-2617151 501(C)(3) 13,373 0     GENERAL OPERATING SUPPORT
(71) GULF COAST COMMUNITY FOUNDA
601 TAMIAMI TRAIL S
VENICE,FL34285 		59-1052433 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(72) GULF COAST HUMANE SOCIETY INC
2010 ARCADIA ST
FORT MYERS,FL33916 		59-0806978 501(C)(3) 49,546 0     GENERAL OPERATING SUPPORT
(73) HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC
12751 NEW BRITTANY BLVD STE 100
FORT MYERS,FL33907 		59-2236174 501(C)(3) 109,468 0     GENERAL OPERATING SUPPORT
(74) HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA
3760 FOWLER ST
FORT MYERS,FL33901 		59-2332120 501(C)(3) 39,611 0     GENERAL OPERATING SUPPORT
(75) HEALTHCARE NETWORK OF SOUTHWEST FLORIDA
3520 KRAFT RD STE 100
NAPLES,FL34105 		59-1741277 501(C)(3) 40,000 0     GENERAL OPERATING SUPPORT
(76) HEALTHY START COALITION OF SWFL INC
1921 JEFFERSON AVE
FORT MYERS,FL33901 		65-0378720 501(C)(3) 52,000 0     GENERAL OPERATING SUPPORT
(77) HEIGHTS FOUNDATION INC
15570 HAGIE DR
FORT MYERS,FL33908 		65-1003872 501(C)(3) 25,161 0     GENERAL OPERATING SUPPORT
(78) HENDRY COUNTY ECONOMIC DEVELOPMENT COUNCIL
PO BOX 2518
LABELLE,FL33975 		65-0783834 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(79) HENDRY COUNTY SCHOOL DISTRICT
PO BOX 1980
LABELLE,FL33975 		59-6000641 HENDRY COUNTY 30,400 0     GENERAL OPERATING SUPPORT
(80) HIGHLANDS HISTORICAL SOCIETY
PO BOX 670 524 N 4TH ST
HIGHLANDS,NC28741 		56-1242178 501(C)(3) 7,500 0     GENERAL OPERATING SUPPORT
(81) HOLY TRINITY HIGH SCHOOL
1443 W DIVISION ST
CHICAGO,IL60642 		36-2431052 501(C)(3) 100,000 0     GENERAL OPERATING SUPPORT
(82) HOPE CLUBHOUSE OF SOUTHWEST FLORIDA INC
3602 BROADWAY
FORT MYERS,FL33901 		30-0437443 501(C)(3) 90,632 0     GENERAL OPERATING SUPPORT
(83) HOPE HOSPICE
9470 HEALTH PARK CIR
FORT MYERS,FL33908 		59-2128697 501(C)(3) 15,942 0     GENERAL OPERATING SUPPORT
(84) HOPE HOSPICE AND COMMUNITY SERVICES INC
9470 HEALTH PARK CIR
FORT MYERS,FL33908 		59-2128697 501(C)(3) 22,661 0     GENERAL OPERATING SUPPORT
(85) HORSES WITHOUT HUMANS RESCUE
6191 N HWY 129
BELL,FL32619 		82-2321776 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(86) IMAGINARIUM GROUP INC
2000 CRANFORD AVE
FORT MYERS,FL33916 		65-0226984 501(C)(3) 7,525 0     GENERAL OPERATING SUPPORT
(87) KINDRED HEARTS ANIMAL RESCUE & SANCTUARY INC
11514 S COUNTY RD 39
LITHIA,FL33547 		99-3201638 501(C)(3) 35,000 0     GENERAL OPERATING SUPPORT
(88) LABELLE FREE PUBLIC LIBRARY INC
461 N MAIN ST
LABELLE,FL33935 		59-6158142 501(C)(3) 15,000 0     GENERAL OPERATING SUPPORT
(89) LEE BUILDING INDUSTRY ASSOCIATION BUILDERS CARE
6835 INTERNATIONAL CENTER BLVD 4
FORT MYERS,FL33912 		20-2640022 501(C)(3) 22,500 0     GENERAL OPERATING SUPPORT
(90) LEE COUNTY ALLIANCE OF THE ARTS INC
10091 MCGREGOR BLVD
FORT MYERS,FL33919 		51-0182649 501(C)(3) 5,438 0     GENERAL OPERATING SUPPORT
(91) LEE COUNTY DOMESTIC ANIMAL SERVICES
5600 BANNER DRIVE
FORT MYERS,FL33912 		59-6000702 LEE COUNTY 19,182 0     GENERAL OPERATING SUPPORT
(92) LEE COUNTY JEWISH FEDERATION INC
9701 COMMERCE CENTER CT
FORT MYERS,FL33908 		59-2668992 501(C)(3) 7,892 0     GENERAL OPERATING SUPPORT
(93) LEE COUNTY LIBRARY SYSTEM
2201 2ND ST 400
FORT MYERS,FL33901 		59-6000702 LEE COUNTY 12,143 0     GENERAL OPERATING SUPPORT
(94) LEE HEALTH FOUNDATION
9800 S HEALTHPARK DR STE 405
FORT MYERS,FL33908 		65-0645343 501(C)(3) 28,400 0     GENERAL OPERATING SUPPORT
(95) LEE HEALTH SYSTEM INC
9800 HEALTHPARK DR STE 405
FORT MYERS,FL33908 		99-2646504 501(C)(3) 15,942 0     GENERAL OPERATING SUPPORT
(96) LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC
9800 S HEALTHPARK DR STE 405
FORT MYERS,FL33908 		65-0645343 501(C)(3) 18,543 0     GENERAL OPERATING SUPPORT
(97) LEGACY FOUNDATION AT SHELL POINT INC
15010 SHELL POINT BLVD
FORT MYERS,FL33908 		80-0002415 501(C)(3) 21,689 0     GENERAL OPERATING SUPPORT
(98) LEHIGH ACRES COMMUNITY SERVICES INC
201 PLAZA DR STE 103
LEHIGH ACRES,FL33936 		59-1773738 501(C)(3) 86,744 0     GENERAL OPERATING SUPPORT
(99) LOVE JUSTICE INTERNATIONAL
PO BOX 67195
LINCOLN,NE68506 		71-0982808 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(100) MAINE COMMUNITY FOUNDATION
245 MAIN ST
ELLSWORTH,ME04605 		01-0391479 501(C)(3) 900,000 0     GENERAL OPERATING SUPPORT
(101) MAKE-A-WISH FOUNDATION OF SOUTHERN FLORIDA INC
3655 BONITA BEACH RD STE 3
BONITA SPRINGS,FL34134 		59-2620322 501(C)(3) 22,500 0     GENERAL OPERATING SUPPORT
(102) MARANATHA BIBLE AND MISSIONARY CONFERENCE INC
4759 LAKE HARBOR RD
NORTON SHORES,MI49441 		38-1558540 501(C)(3) 34,000 0     GENERAL OPERATING SUPPORT
(103) MARANATHA BIBLE CHURCH
4701 N CANFIELD AVE
NORRIDGE,IL60706 		87-3509190 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(104) MERCY CHEFS
PO BOX 9095
CHESAPEAKE,VA23321 		20-5050449 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(105) MILLCREEK-WEST UNITY HILLTOP HIGH SCHOOL
1401 W JACKSON ST
WEST UNITY,OH43570 		34-1388179 WILLIAMS COUNTY 15,942 0     GENERAL OPERATING SUPPORT
(106) NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NW
WASHINGTON,DC20005 		52-1238810 501(C)(3) 6,000 0     GENERAL OPERATING SUPPORT
(107) NATURE'S COVE INC
18060 ELMWOOD DR
ALVA,FL33920 		65-0697850 501(C)(3) 6,000 0     GENERAL OPERATING SUPPORT
(108) NEW HOPE PRESBYTERIAN CHURCH OF SOUTHWEST FLORIDA INC
10051 PLANTATION RD
FORT MYERS,FL33966 		26-2481432 501(C)(3) 8,072 0     GENERAL OPERATING SUPPORT
(109) NEW HORIZONS OF SOUTHWEST FLORIDA INC
PO BOX 111833
NAPLES,FL34108 		11-3678086 501(C)(3) 9,068 0     GENERAL OPERATING SUPPORT
(110) NEW LIFE CENTERS
6111 S POINTE BLVD
FORT MYERS,FL33919 		54-2133463 501(C)(3) 5,200 0     GENERAL OPERATING SUPPORT
(111) NOBILO FOUNDATION INC
9460 THURLOE PLACE
ORLANDO,FL32827 		45-3454562 501(C)(3) 8,000 0     GENERAL OPERATING SUPPORT
(112) NORTH NAPLES UNITED METHODIST CHURCH
6000 GOODLETTE FRANK RD
N NAPLES,FL34109 		59-1383829 501(C)(3) 7,500 0     GENERAL OPERATING SUPPORT
(113) NYKOL'S RESCUES INC
2164 NW BARROW AVE
ARCADIA,FL34266 		81-1240249 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(114) OBLATES OF ST FRANCIS DE SALES
2200 KENTMERE PKWY
WILMINGTON,DE19806 		27-0255063 501(C)(3) 25,000 0     GENERAL OPERATING SUPPORT
(115) OCTAGON WILDLIFE SANCTUARY
41660 HORSESHOE RD
PUNTA GORDA,FL33982 		59-2298305 501(C)(3) 26,058 0     GENERAL OPERATING SUPPORT
(116) ORGAN TRANSPLANT RECIPIENTS OF SW FLORIDA INC
1110 NE 2ND PLACE
CAPE CORAL,FL33909 		04-3634834 501(C)(3) 15,000 0     GENERAL OPERATING SUPPORT
(117) OUR MOTHER'S HOME OF SOUTHWEST FLORIDA INC
7438 CARRIER RD
FORT MYERS,FL33967 		65-0510103 501(C)(3) 20,500 0     GENERAL OPERATING SUPPORT
(118) PARKINSON'S FOUNDATION INC
200 SE 1ST ST STE 800
MIAMI,FL33131 		13-1866796 501(C)(3) 32,819 0     GENERAL OPERATING SUPPORT
(119) PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
501 FRONT ST
NORFOLK,VA23510 		52-1218336 501(C)(3) 5,872 0     GENERAL OPERATING SUPPORT
(120) PHYSICIANS' COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVE NW STE 400
WASHINGTON,DC20016 		52-1394893 501(C)(3) 5,872 0     GENERAL OPERATING SUPPORT
(121) PREGNANCY RESOURCE CENTER OF SWFL
9911 CORKSCREW RD STE 201
ESTERO,FL33928 		59-3427729 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(122) RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA INC
16100 ROSERUSH CT
FORT MYERS,FL33908 		11-3704163 501(C)(3) 22,500 0     GENERAL OPERATING SUPPORT
(123) RVR HORSE RESCUE INC
1710 W STATE RD 60
PLANT CITY,FL33567 		45-1536701 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(124) S S CYRIL & METHODIUS CATHOLIC CONGREGATION
1439 S 12TH ST
SHEBOYGAN,WI53081 		39-0808529 501(C)(3) 6,000 0     GENERAL OPERATING SUPPORT
(125) SOUTHEAST BEAGLE RESCUE
PO BOX 2363
VALRICO,FL33595 		27-4534486 501(C)(3) 15,500 0     GENERAL OPERATING SUPPORT
(126) SALUSCARE INC
3763 EVANS AVE
FORT MYERS,FL33901 		59-1287693 501(C)(3) 5,698 0     GENERAL OPERATING SUPPORT
(127) SALVATION ARMY OF LEE HENDRY AND GLADES COUNTIES
10291 MCGREGOR BLVD
FORT MYERS,FL33919 		58-0660607 501(C)(3) 34,067 0     GENERAL OPERATING SUPPORT
(128) SALVATION ARMY OF PORT CHARLOTTE
10291 MCGREGOR BLVD
FORT MYERS,FL33919 		58-0660607 501(C)(3) 5,784 0     GENERAL OPERATING SUPPORT
(129) SAMARITAN'S PURSE
PO BOX 3000
BOONE,NC28607 		58-1437002 501(C)(3) 24,000 0     GENERAL OPERATING SUPPORT
(130) SAVE THE CHIMPS
16891 CAROLE NOON LN
FORT PIERCE,FL34945 		65-0789748 501(C)(3) 5,872 0     GENERAL OPERATING SUPPORT
(131) SCHOOL DISTRICT OF LEE COUNTY
2855 COLONIAL BLVD
FORT MYERS,FL33966 		59-2637849 LEE COUNTY 65,000 0     GENERAL OPERATING SUPPORT
(132) SEW & SEWS INC
3291 SANCTUARY POINT
FORT MYERS,FL33905 		85-3538787 501(C)(3) 7,000 0     GENERAL OPERATING SUPPORT
(133) SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DR
TAMPA,FL33607 		36-2193608 501(C)(3) 6,065 0     GENERAL OPERATING SUPPORT
(134) SOUTH FORT MYERS HIGH SCHOOL
14020 PLANTATION RD
FORT MYERS,FL33912 		11-3757536 LEE COUNTY 7,900 0     GENERAL OPERATING SUPPORT
(135) SOUTHEASTERN GUIDE DOGS INC
4210 77TH ST E
PALMETTO,FL34221 		59-2252352 501(C)(3) 16,891 0     GENERAL OPERATING SUPPORT
(136) SOUTHWEST FLORIDA ADDICTION SERVICES INC
3763 EVANS AVE
FORT MYERS,FL33901 		59-1965829 501(C)(3) 46,513 0     GENERAL OPERATING SUPPORT
(137) SOUTHWEST FLORIDA CHRISTIAN ACADEMY
3750 COLONIAL BLVD
FORT MYERS,FL33912 		59-2115730 501(C)(3) 5,917 0     GENERAL OPERATING SUPPORT
(138) SOUTHWEST FLORIDA LIBRARY NETWORK
13120 WESTLINKS TER
FORT MYERS,FL33913 		65-0436031 501(C)(3) 7,000 0     GENERAL OPERATING SUPPORT
(139) SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
7500 COLLEGE PKWY STE 200
FORT MYERS,FL33907 		59-1350404 501(C)(3) 8,613 0     GENERAL OPERATING SUPPORT
(140) ST MARTIN DE PORRES OUTREACH MINISTRIES
PO BOX 50754
FORT MYERS,FL33994 		46-4001708 501(C)(3) 7,000 0     GENERAL OPERATING SUPPORT
(141) ST HILARY'S EPISCOPAL CHURCH
5011 MCGREGOR BLVD
FORT MYERS,FL33901 		59-0973728 501(C)(3) 15,000 0     GENERAL OPERATING SUPPORT
(142) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PL
MEMPHIS,TN38105 		62-0646012 501(C)(3) 15,942 0     GENERAL OPERATING SUPPORT
(143) ST LUKE'S EPISCOPAL CHURCH
2635 CLEVELAND AVE
FORT MYERS,FL33901 		59-0774200 501(C)(3) 9,930 0     GENERAL OPERATING SUPPORT
(144) ST MATTHEW'S HOUSE INC
2001 AIRPORT RD
SOUTH NAPLES,FL34112 		65-1110501 501(C)(3) 22,000 0     GENERAL OPERATING SUPPORT
(145) ST VINCENT DE PAUL CATHOLIC CHURCH
13031 PALM BEACH BLVD
FORT MYERS,FL33905 		59-2824352 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(146) STEVE RUMMLER HOPE NETWORK
2233 UNIVERSITY AVE W STE 325
ST PAUL,MN55114 		45-2903444 501(C)(3) 25,000 0     GENERAL OPERATING SUPPORT
(147) STOWE COMMUNITY CHURCH
PO BOX 991
STOWE,VT05672 		03-6024229 501(C)(3) 30,000 0     GENERAL OPERATING SUPPORT
(148) SW FLORIDA COUNCIL BOY SCOUTS OF AMERICA
1801 BOY SCOUT DR
FORT MYERS,FL33907 		59-1150488 501(C)(3) 34,955 0     GENERAL OPERATING SUPPORT
(149) SWAMP GIRL ADVENTURES
5083 BISCAYNE RD
KISSIMMEE,FL34746 		27-3921041 501(C)(3) 20,000 0     GENERAL OPERATING SUPPORT
(150) SWINGING WITH PURPOSE INC
6900 TAVISTOCK LAKES BLVD STE
400-293
ORLANDO,FL32827 		46-4601044 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(151) TAC BOOSTER CLUB INC
1050 S TUTTLE AVE BLDG 3
SARASOTA,FL34232 		82-5196184 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(152) THE FOUNDATION FOR LEE COUNTY PUBLIC SCHOOLS INC
2855 COLONIAL BLVD
FORT MYERS,FL33966 		59-2637849 LEE COUNTY 10,934 0     GENERAL OPERATING SUPPORT
(153) THE NSCDA DUMBARTON HOUSE
2715 Q ST NW DEVELOPMENT OFFICE
WASHINGTON,DC200073071 		53-0224364 501(C)(3) 6,000 0     GENERAL OPERATING SUPPORT
(154) TIDEWELL HOSPICE INC
3550 S TAMIAMI TRAIL
SARASOTA,FL34239 		59-1911861 501(C)(3) 5,784 0     GENERAL OPERATING SUPPORT
(155) TRAILWAYS CAMP
3502 HARBOR CT
FORT MYERS,FL33908 		88-2818905 501(C)(3) 65,500 0     GENERAL OPERATING SUPPORT
(156) UNCOMMON FRIENDS FOUNDATION INC
PO BOX 811
FORT MYERS,FL33902 		65-0490124 501(C)(3) 14,114 0     GENERAL OPERATING SUPPORT
(157) UNITED WAY OF LEE HENDRY GLADES AND OKEECHOBEE COUNTIES
7273 CONCOURSE DR
FORT MYERS,FL33908 		59-1005169 501(C)(3) 261,800 0     GENERAL OPERATING SUPPORT
(158) UNIVERSITY OF CINCINNATI
PO BOX 210140
CINCINNATI,OH45221 		31-6000989 HAMILTON COUNTY 15,942 0     GENERAL OPERATING SUPPORT
(159) UNIVERSITY OF FLORIDA FOUNDATION
PO BOX 14425
GAINESVILLE,FL32604 		59-0974739 ALACHUA COUNTY 103,150 0     GENERAL OPERATING SUPPORT
(160) UPAYA ZEN CENTER
1404 CERRO GORDO RD
SANTA FE,NM87501 		85-0402649 501(C)(3) 50,000 0     GENERAL OPERATING SUPPORT
(161) WAITE HIGH SCHOOL
301 MORRISON ST
TOLEDO,OH43605 		LUCAS COUNTY 15,942 0     GENERAL OPERATING SUPPORT
(162) WINTER HAVEN HOSPITAL FOUNDATION
200 AVE F NE
WINTER HAVEN,FL33881 		03-0406130 501(C)(3) 10,000 0     GENERAL OPERATING SUPPORT
(163) WONDER GARDENS
27180 OLD 41 RD
BONITA SPRINGS,FL341355405 		46-4168846 501(C)(3) 7,000 0     GENERAL OPERATING SUPPORT
(164) YMCA OF SOUTHWEST FLORIDA INC
701 CENTER RD
VENICE,FL34285 		59-1629660 501(C)(3) 8,087 0     GENERAL OPERATING SUPPORT
(165) YOUNG LIFE OF LEE COUNTY
5264 CLAYTON CT STE 5
FORT MYERS,FL33907 		84-0385934 501(C)(3) 11,536 0     GENERAL OPERATING SUPPORT
(166) ZION LUTHERAN CHURCH OF SOUTH FORT MYERS INC
7401 WINKLER RD
FORT MYERS,FL33919 		59-6473920 501(C)(3) 30,000 0     GENERAL OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
166
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) ACADEMIC SCHOLARSHIPS 226 997,192      
(2) WRAP AROUND SERVICES - EDA GRANT 1772 1,796,894      
(3) EMERGENCY ASSISTANCE-FUTUREMAKERS GRANTS 58 37,922      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
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.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1DAWN BELAMARICH
CHAIR/ PRESIDENT 		(i)

(ii)		 297,684
-------------
0 		0
-------------
0 		0
-------------
0 		11,962
-------------
0 		14,643
-------------
0 		324,289
-------------
0 		0
-------------
0
2TESSA LESAGE
CHIEF IMPACT OFFICER 		(i)

(ii)		 170,140
-------------
0 		0
-------------
0 		0
-------------
0 		6,983
-------------
0 		14,256
-------------
0 		191,379
-------------
0 		0
-------------
0
3JONATHAN ROMINE
CHIEF OPERATIONS OFFICER 		(i)

(ii)		 158,262
-------------
0 		0
-------------
0 		0
-------------
0 		6,572
-------------
0 		13,969
-------------
0 		178,803
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 14 7,384,844 FMV ON DATE OF TRANSFERS
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
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. WE HAVE ALSO STARTED TO USE A COMPANY CALLED CARS (CHARITABLE ADULT RIDES & SERVICES). WE DON'T TAKE OWNERSHIP OF THE NON CASH ASSET. WE ONLY RECEIVE THE CASH PROCEEDS FROM THE SALE.
Schedule M (Form 990) (2024)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Return Reference Explanation
PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S MISSION IS TO CULTIVATE REGIONAL CHANGE FOR THE COMMON GOOD. SOUTHWEST FLORIDA COMMUNITY FOUNDATION'S PUBLIC-FACING IDENTITY HAS BECOME COLLABORATORY. NOT SIMPLY A NAME CHANGE, IT IS A STRATEGIC LEADERSHIP COMMITMENT TO ADDRESS THE FAILURES OF TRADITIONAL APPROACHES TO SOLVING OUR REGION'S SOCIAL CHALLENGES THROUGH SINGULAR AND DISCONNECTED SOLUTIONS. ORGANIZING THE LARGE-SCALE COORDINATION OF MULTI-SECTOR EFFORTS - COLLABORATORY WILL SPARK AND MULTIPLY LOCALLY-SOURCED SOLUTIONS. FROM HUNGER TO ILLITERACY, RACISM TO MENTAL ILLNESS, ISOLATION TO INJUSTICE, ALL ARE INTERCONNECTED. SOLVING ONE INVOLVES ALL OF THEM, TOGETHER, HOLISTICALLY. COLLABORATORY'S CORE ASSUMPTION IS THAT SILOED APPROACHES FAIL. COLLABORATORY'S GOAL IS TO END ALL THE REGION'S SOCIAL PROBLEMS ON AN 18-YEAR DEADLINE CREATING A REGION WHERE ALL CHILDREN, FAMILIES AND COMMUNITIES ARE CONFIDENT, HEALTHIER, AND TRUSTING OF PEOPLE, INSTITUTIONS, AND SYSTEMS THAT SERVE THEM. COLLABORATORY WILL CATALYZE AND COORDINATE MASSIVE, INCLUSIVE, GRASSROOTS EFFORTS CONNECTED WITH CIVIC LEADERS ALIGNING POLICIES AND SYSTEMS SUPPORTING GREATER EQUITY AND OPPORTUNITY. USING ITS ICONIC PHYSICAL SETTING, THE RENOVATED HISTORIC ATLANTIC COAST LINE RAILROAD DEPOT IN FORT MYERS, FLORIDA AND UNLIMITED VIRTUAL SPACE FOR ENGAGEMENT, COLLABORATORY BRINGS TOGETHER ALL RESIDENTS TO DEVELOP A SHARED VISION AND COMMON GOALS FOR A BETTER FUTURE FOR ALL WHO CALL OUR REGION HOME.
FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT REVIEWS THE FORM 990 IN DETAIL WITH COLLABORATORY'S AUDIT COMMITTEE, PRESIDENT & CEO AND CFO. AFTER THE AUDIT COMMITTEE'S REVIEW AND APPROVAL, A FINAL COPY IS SENT TO THE BOARD PRIOR TO AN UPCOMING BOARD MEETING. AFTER THE BOARD'S REVIEW, DISCUSSION AND APPROVAL, THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIALS THE EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD OF TRUSTEES, MEETS ANNUALLY TO REVIEW COMPENSATION FOR REASONABLENESS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS' SALARY SURVEY AND SALARY INFORMATION FROM SIMILAR ORGANIZATIONS IN FLORIDA. COMPENSATION PROCESS FOR OFFICERS: THE COMPENSATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED AS FOLLOWS. COMPARABLE DATA IS GATHERED USING THE COUNCIL ON FOUNDATIONS' SALARY SURVEY AND SALARY INFORMATION FROM LOCAL SALARY SURVEYS. ALL STAFF RELATED SALARY DETERMINATIONS ARE MADE BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER BASED ON LOCAL DEMOGRAPHICS IN ACCORDANCE WITH THE EMPLOYMENT POSITION.
FORM 990, PART VI, SECTION C, LINE 19 COLLABORATORY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH COLLABORATORY'S WEBSITE AT WWW.COLLABORATORY.ORG.
FORM 990, PART IX, LINE 11G OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 2,788,544. MANAGEMENT AND GENERAL EXPENSES 1,082,122. FUNDRAISING EXPENSES 291,340. TOTAL EXPENSES 4,162,006.
FORM 990, PART XI, LINE 9: CHANGES IN SPLIT INTEREST AGREEMENT & REMAINDER INTEREST 1,981,833.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


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SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
SOUTHWEST FLORIDA COMMUNITY FOUNDATION
INC
Employer identification number

59-6580974
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BONITA SPRINGS COMMUNITY FOUNDATION LLC
2031 JACKSON ST STE 100
FORT MYERS,FL33901
27-4342648 		INACTIVE FL     COLLABORATORY
 
(2) COMMUNITY FOUNDATION OF SANIBEL-CAPTIVA LLC
2031 JACKSON ST STE 100
FORT MYERS,FL33901
27-4343844 		INACTIVE FL     COLLABORATORY
 
(3) WOMEN'S LEGACY FUND LLC
2031 JACKSON ST STE 100
FORT MYERS,FL33901
27-4967919 		INACTIVE FL     COLLABORATORY
 
(4) WOMEN'S LEGACY FUND OF SOUTHWEST FLORIDA LLC
2031 JACKSON ST STE 100
FORT MYERS,FL33901
27-4968412 		INACTIVE FL     COLLABORATORY
 
(5) GOOD NEIGHBOR COMMUNITY FOUNDATION OF SANIBEL-CAPTIVA LLC
2031 JACKSON ST STE 100
FORT MYERS,FL33901
27-4343158 		INACTIVE FL     COLLABORATORY
 


Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)SWFLCF SUPPORT ORGANIZATION INC
2031 JACKSON ST STE 100

FORT MYERS,FL33901
30-0958830 		SUPPORT ORGANIZATION FL 501(C)(3) LINE 12A, I N/A
 
No
(2)PEDRO (CUBAN PETE) AGUILAR AND BARBARA CRADDOCK ENDOWMENT INC
2031 JACKSON ST STE 100

FORT MYERS,FL33901
84-3583084 		SUPPORT ORGANIZATION FL 501(C)(3) LINE 12A, I N/A
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

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