EIN 59-6580974

Collaboratory / Southwest Florida Community Foundation Inc

IRS 501(c) type
501(c)(3)
Num. employees
33
State
Year formed
1976
Most recent tax filings
2024-06-01
NTEE code, primary
Description
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.
Also known as...
Southwest Florida Community Foundation
Total revenues
$28,118,994
2024
Total expenses
$17,300,901
2024
Total assets
$162,968,322
2024
Num. employees
33
2024

Program areas at Collaboratory / Southwest Florida Community Foundation Inc

Non-competitive grants are processed through designated, agency, and donor advised funds. Designated and agency funds are generally distributed during first quarter of the calendar year, unless specified by a distribution payment schedule. Donor advised funds are processed throughout the year. Donor advisors may recommend grants to qualified charitable organizations, but the Foundation, dba Collaboratory retains full discretion of disbursement approvals.
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.
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.
Collaboratory receives, distributes and administers program funds to support the region by building a stronger network for collaborative leadership.

Grants made by Collaboratory / Southwest Florida Community Foundation Inc

GranteeGrant descriptionAmount
Habitat for Humanity for Lee and Hendry CountiesSpecific Program$626,845
The United Way of Lee CountySpecific Program$314,672
Holy Trinity High SchoolSpecific Program$231,200
...and 154 more grants made totalling $5,168,731

Who funds Collaboratory / Southwest Florida Community Foundation Inc

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Walter R Ferguson Charitable FoundationGeneral Purpose$2,884,821
Collier Community FoundationHuman Services$1,055,995
The Elsa and Peter Soderberg CharitableGeneral$200,000
...and 31 more grants received totalling $5,344,007

Personnel at Collaboratory / Southwest Florida Community Foundation Inc

NameTitleCompensation
Dawn BelamarichPresident and Chief Executive Officer
Jon RomineChief Operations Officer
Sharon RalstonChief Financial Officer
Joe BraunChief Philanthropy Officer
Tessa LeSageChief Impact Officer
...and 9 more key personnel

Financials for Collaboratory / Southwest Florida Community Foundation Inc

RevenuesFYE 06/2024
Total grants, contributions, etc.$19,984,361
Program services$0
Investment income and dividends$3,384,788
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-400,155
Net gain from sale of non-inventory assets$4,767,238
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$382,762
Total revenues$28,118,994

Form 990s for Collaboratory / Southwest Florida Community Foundation Inc

Fiscal year endingDate received by IRSFormPDF link
2024-062024-11-08990View PDF
2023-062023-11-08990View PDF
2022-062023-02-13990View PDF
2021-062021-11-12990View PDF
2020-062021-03-31990View PDF
...and 14 more Form 990s

Organizations like Collaboratory / Southwest Florida Community Foundation Inc

OrganizationLocationRevenue
The Rhode Island FoundationProvidence, RI$87,701,485
Arizona Community FoundationPhoenix, AZ$122,702,351
Quad Cities Community Foundation (CFGRB)Bettendorf, IA$12,042,072
Whatcom Community FoundationBellingham, WA$12,129,184
New Hampshire Charitable FoundationConcord, NH$93,727,028
Greater Worcester Community FoundationWorcester, MA$13,729,219
Community Foundation for Greater Buffalo (CFGB)Buffalo, NY$54,971,299
Capital Region Community FoundationLansing, MI$9,546,045
Community Foundation of Northeast IowaCedar Falls, IA$16,618,758
The Pittsburgh FoundationPittsburgh, PA$80,275,888
Data update history
November 26, 2024
Received grants
Identified 4 new grant, including a grant for $50,000 from Champions 4 Children
September 20, 2024
Updated personnel
Identified 5 new personnel
July 14, 2024
Received grants
Identified 3 new grant, including a grant for $25,500 from The San Diego Foundation
May 18, 2024
Received grants
Identified 5 new grant, including a grant for $1,055,995 from Collier Community Foundation
May 9, 2024
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsCommunity foundationsHeadquarter / parent organizationsCharities
Issues
Community improvementHunger
Characteristics
Political advocacyOperates donor advised fundsProvides grantsLobbyingState / local levelReceives government fundingEndowed supportCommunity engagement / volunteeringProvides scholarshipsTax deductible donationsAccepts online donations
General information
Address
2031 Jackson St 100
Fort Myers, FL 33901
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Website URL
collaboratory.org/ 
Phone
(239) 274-5900
IRS details
EIN
59-6580974
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1976
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Central organization
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