Collier Community Foundation Inc.

“Per the organization's by-laws, in the interval between board meetings, the executive committee has and may exercise all the powers of the board except that it cannot adopt, amend or repeal the by-laws or fill vacancies on the board or any committee. All actions by the executive committee are reported to the board at the meeting following such action. During the 2025 fiscal year, this committee had 5 members.”

“The audit committee reviews the form 990 with staff from both the foundation and the auditing firm before it is presented to the board. The foundation's cfo then reviews the form 990 and related documents with the board before the form 990 is filed with the irs.”

“The community foundation has governance and ethics policies that include confidentiality, conflict of interest and whistleblower policies. Annually, each board member is required to disclose potential and actual conflicts of interest as well as sign off that they understand and will adhere to these polices. The foundation's governance committee handles all ethics, confidentiality, whistleblowers and conflict of interest complaints and shares these investigations with the full board. Board members with any conflict must recuse themselves from voting on grants to any related party identified to be a conflict. Any board member with a conflict with any investment firm that the foundation retains cannot vote on any matters related to that firm or be a member of the investment committee.”

“The community foundation of collier county's executive committee is charged with the role of the compensation committee. The committee is responsible for the annual evaluation and compensation of the president and ceo. The committee uses the evaluation process along with third party salary surveys such as the council on foundation's grantmaker's salary survey to determine appropriate compensation levels. In addition, the committee reviews executive compensation reported on irs form 990 of other area nonprofits. The executive committee uses the performance evaluations to determine the achievement level of bonus payments. The executive committee determines the salary of the ceo based on third party salary surveys. A formal evaluation was completed in june 2025. Compensation of key employees is determined by the president & ceo after a review of their performance and accomplishments, a review of comparable compensation data obtained from independent resources and an analysis of budget limitations.”

“The financial statements are available on the organization's website and the governing documents and conflict of interest policy are avilable by request during business hours.”

“Donor services the foundation currently manages over 900 funds established by charitable individuals, corporations, and organizations. These funds provide both donor suggested and discretionary grants that address the community's needs and issues. The foundation fund offerings include unrestricted funds, field of interest funds, donor advised funds, scholarship funds, designated funds, and nonprofit agency funds. Fund assets are managed professionally with oversight from an investment advisory committee to sustain grantmaking and community leadership into the future. Our team of philanthropic experts provides information on numerous nonprofits located in collier county. We maintain an online directory of nonprofits serving collier county residents, helping donors identify organizations they wish to support. The foundation provides customized community needs reporting to fund holders and conducts research to assure that all beneficiaries are irs-recognized qualified charities. We handle funds acknowledgments and document all grants. Our services include providing detailed grant evaluations, fund statements covering all fund activities (grantmaking, contributions and investment returns), and online fund management if desired by the fund holder. Additionally, the foundation provides planned giving services to our donors and can help guide them through the process to ensure their philanthropic legacy. The foundation is committed to providing excellent services to all of our donors.”

“Community grantmaking the collier community foundation is proud to be accredited by and in compliance with the national standards for u.s. Community foundations. These standards reflect our commitment to exceeding federal and state requirements, showcasing our dedication to accountability and excellence for our communities, policymakers, and the public. Our foundation operates a comprehensive grants program, supporting a diverse range of nonprofit organizations. We allocate some grants from our discretionary funds through open, competitive application cycles. To create a meaningful impact, we prioritize focus areas and select grantees based on community needs and service gaps identified in our community indicators report and community needs assessment. Additionally, the foundation aims to mobilize community resources by engaging donors and other funders to co-invest in our grant and scholarship processes. Our grantmaking program offers over 80 scholarship opportunities, supporting students of all ages. We conduct thorough due diligence to ensure grants are used as intended and to evaluate the impact of our funding efforts.”

“Women's foundation of collier county fund the women's foundation of collier county funds mission is to be a catalyst for change in the lives of women and girls in collier county through grantmaking, advocacy, and education.”

“Change in value of beneficial interest -3,594. Change in value of split interest & annuity obligaiton -25,061.”