Southwest Florida Community Foundation Inc.

“An independent certified public accountant reviews the form with the board of trustees' audit committee prior to filing.”

“All trustees, officers, and employees are required to review and execute a new conflict of interest policy on an annual basis. Certain volunteers and consultants are also required to review and execute a conflict of interest policy statement depending on the services received.”

“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.”

“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.”

“The foundation's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. In addition, the foundation's financial statements are made available through the foundation's website at www.collaboratory.org and through an electronic database known as guidestar/candid.”

“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.”

“Over the past several years the foundation has implemented new, innovative approaches to achieve its mission, such as: creating collaboratory - the foundation changed its name and identity to collaboratory, building on a decade long pursuit of creating meaningful change in southwest florida. Serving the five counties of southwest florida that range from rural to urban, farm to coast, the foundation builds on a decade of trusted relationships with community partners across diverse communities and causes. Under the banner of collaboratory the foundation is coordinating the solving of our region's social issues to create creating a new more resilient civil society and vibrant community with prosperity broadly shared. This work is headquartered in the iconic setting of the leed rated renovation of the historic train depot created through a public private partnership. Supporting the region's non-profits through the covid pandemic - throughout the pandemic collaboratory dedicated time and resources to supporting the nonprofit community as it responded to the impact of covid on their organizations and those they serve. Collaboratory followed the council on foundations pledge to lift grant restrictions on grant recipients to allow organizations to direct funding to the greatest need, led fundraising efforts to generate additional funding, created surveys to identify nonprofits greatest organizational needs during the pandemic and created programs and support systems to assist in building resilience. Providing collective leadership in the region - collaboratory believes southwest florida's greatest challenges and opportunities require leadership that reaches beyond sectors and jurisdictional boundaries. Collaboratory engages stakeholders motivated by a common purpose, vision, and passion around finding solutions. Significant and sustainable change demands the collective action of government, education, business, philanthropists, nonprofit organizations, and residents. Providing backbone support to the futuremakers coalition - collaboratory has supported this collective impact initiative to develop and measure the work of regional action teams. The goal of the coalition is to transform the workforce by increasing the number of degrees, certifications, and other high-quality credentials to 55% of working age adults - a target based on the needs of a thriving economy in southwest florida. During its now 8-year evolution, new projects are continuously incubated by futuremakers partners working across counties and sectors to remove barriers for residents seeking employment, and a better life. With a dedicated focus on returning adults and those without any credits toward a post-secondary credential, what began as an education initiative has expanded to encompass economic development. The coalition works to train future workforce to fill employment gaps as well as create social mobility and helping residents find satisfying careers. Increasing services for donors - reflecting a broader shift in philanthropy from legacy giving to "right now" giving inspired by philanthropic leaders such as the gates foundation and the hundreds who signed the giving pledge over the past 10 years, collaboratory has adapted by working with donors on strategic philanthropic planning so that donors can see the effects of their philanthropy during their and their family's lifetimes, as well as the important planning for endowed legacy gifts. By helping donors explore philanthropic desires and greatest community needs along with tax-wise giving, the collaboratory offers concierge services to donors guiding how to invest in nonprofit work in the region and beyond to reach the donors' desired outcomes. Aligned with its approach to coalition building, collaboratory is exploring ways to inform and engage donors seeking greater impact through strategic philanthropy. Building a stronger network for collaborative leadership - collaboratory is engaging leaders across sector”

“Expenses allocated to rental revenue 98,944 investment return to cuban pete -161,385 agency admin fees 63,791 agency contributions, net 34,236 pymt/chg split int agmt & remain/lead trusts -6,779,525 contribution for cuban pete 5,000 fees for services from cuban pete -30,000 fees for services from support org -17,372 agency fund investment income -324,804 expenses allocated to rental revenue -98,944 expenses allocated to cuban pete -32,557 expenses allocated to support org -527,415 investment fees allocated to agency fd 9,601 agency fund grants 91,745 rent expense to support org 164,000 total -7,504,685”