NonprofitsSouthwest Florida Community Foundation Inc

Community Foundations

Southwest Florida Community Foundation Inc

FORT MYERS, FL

Total revenue

$31.4M

Total expenses

$19.7M

Net assets

$174.9M

Grants received

$5.5M

116 grants

EIN

596580974

Tax year

2024

Mission

See schedule othe southwest florida community foundation's mission is to solve all social issues in southwest florida by 2040.

Programs

3 programs

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.

Expenses: $1.7MGrants: $919K

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.

Expenses: $1.7MGrants: $900K

Collaboratory receives, distributes and administers program funds to support the region by building a stronger network for collaborative leadership.

Expenses: $5.7MGrants: $3.1M

Financials

FY 2024

Revenue

Contributions & grants$21.5M
Program service revenue
Investment income$10.2M
Other revenue
Total revenue$31.4M

Expenses

Grants paid$8.3M
Salaries & benefits$3.7M
Fundraising$795K
Other expenses$7.6M
Total expenses$19.7M
Total assets$183.5M
Net assets$174.9M

People

23 listed

NameRoleCompensation

DAWN BELAMARICH

CHAIR/ PRESIDENT

Board

$298K

55 hrs/wk

TESSA LESAGE

CHIEF IMPACT OFFICER

Board

$170K

50 hrs/wk

JONATHAN ROMINE

CHIEF OPERATIONS OFFICER

Board

$158K

50 hrs/wk

SHARON RALSTON

CFO (AS OF 9/5/24)

Board

$121K

50 hrs/wk

JOSEPH BRAUN

CHIEF PHILANTHROPY OFFICER

Board

$102K

50 hrs/wk

MARINA NASSIF

CFO (THROUGH 07/23/24)

Board

$94K

50 hrs/wk

JUAN BENDECK

TRUSTEE

Board

3 hrs/wk

JULIE BEN-SUSAN

TRUSTEE

Board

3 hrs/wk

KAREN WATSON

TRUSTEE

Board

3 hrs/wk

KHANDYCE MOSELY

TRUSTEE

Board

3 hrs/wk

LAUREN DRASITES

TRUSTEE

Board

3 hrs/wk

LILLIE RENTZ

TRUSTEE

Board

3 hrs/wk

MALIKE ADIGUN

TRUSTEE

Board

3 hrs/wk

ROSEMARY FLLORI

TRUSTEE

Board

3 hrs/wk

SALLY JACKSON

TRUSTEE

Board

3 hrs/wk

SUZANNE BOY

TRUSTEE

Board

3 hrs/wk

FRED MOON

TRUSTEE

Board

3 hrs/wk

DAMON ROMANELLO

TRUSTEE

Board

3 hrs/wk

DALE REISS

TRUSTEE

Board

3 hrs/wk

GARY GRIFFIN

VICE CHAIR & SECRETARY/TREASURER

Board

3 hrs/wk

HARRISON S KNIGHT

TRUSTEE

Board

3 hrs/wk

GAIL MARKHAM

CHAIR

Board

3 hrs/wk

ALEX BREAULT

PARTNERSHIP MANAGER

Staff

$101K

40 hrs/wk

Independent contractors

SEI INVESTMENTS

INVESTMENT MANAGEMENT

$269K

MADELEINE KAHN

GRANT WRITING

$217K

AGL SOLUTIONS LLC

PUBLIC POLICY

$200K

MELISSA SEVERANCE

TRAINING PROGRAM DEVELOPMENT

$137K

Grants received

Showing 116 of 116

FromAmountPurposeYear
$28K
FAFSA STUDENT SUPPORT
2024
$5K
Useppa Butterfly Society
2024
$65K
PHILANTHROPY, VOLUNTARISM & GRANT MAKING FOUNDATION
2023
$39K
For grant recipient's exempt purposes
2023
$14K
CHARITABLE DONATION
2023
$11K
UNRESTRICTED GIFT
2023
$8K
TRANSPLANT LEVEL SPONSOR
2023
$6K
PUBLIC, SOCIETAL BENEFIT
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$500
Useppa Butterfly Society Fund
2023
$258
OTHER CIVIC / COMMUNITY
2023
$1.1M
HUMAN SERVICES
2022
$200K
FOR HURRICANE IAN RELIEF
2022
$175K
For grant recipient's exempt purposes
2022
$150K
HURRICANE RELIEF FUND- LONG TERM STRUCTURAL SUPPORT: HOUSING COALITION, FOCUSED ON SOLUTIONS FOR THE CRITICAL HOUSING NEEDS OF THE COMMUNITY.
2022
$125K
GENERAL PURPOSES
2022
$125K
HURRICANE IAN GRANTS
2022
$66K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$63K
FUNDS RAISED BY GLOBALGIVING AND DISBURSED TO MEET DONOR EXPECTATIONS
2022
$50K
HURRICANE IAN RESPONSE
2022
$50K
COLLEGE EDUCATION SCHOLARSHIP(S) FOR STUDENT(S) IN NEED
2022
$50K
PUBLIC, SOCIETAL BENEFIT
2022
$50K
SW FLORIDA EMERGENCY RELIEF FUND
2022
$50K
GENERAL
2022
$40K
GENERAL SUPPORT
2022
$26K
PUBLIC, SOCIETAL BENEFIT
2022
$26K
SWFL DISASTER RECOVERY FUND
2022
$25K
GENERAL OPERATING SUPPORT
2022
$25K
GENERAL SUPPORT
2022
$25K
COMMUNITY SERVICES
2022
$25K
SANCAP SMALL BUSINESS RECOVERY
2022
$25K
TO RESPOND TO IMMEDIATE, CRITICAL NEEDS THAT ARISE IN THE COMMUNITY
2022
$25K
SW FLORIDA HURRICANE DISASTER RELIEF
2022
$15K
TO BE DIRECTED TO THE SOUTHWEST FLORIDA COMMUNITY FOUNDATION EMERGENCY RELIEF FUND FOR HURRICAN IAN RELIEF.
2022
$13K
Charitable Event
2022
$10K
PHILANTHROPY, VOLUNTEERISM AND GRANTMAKING FOUNDATIONS
2022
$10K
support for hurricane recovery efforts
2022
$6K
SOUTHWEST FLORIDA EMERGENCY RELIEF FUND
2022
$6K
DONOR-RECOMMENDED, PHILANTHROPY
2022
$6K
GENERAL SUPPORT
2022
$5K
PUBLIC, SOCIETAL BENEFIT
2022
$5K
CHARITABLE PURPOSE
2022
$5K
CHARITABLE PURPOSE
2022
$5K
SUPPORT COMMUNITY SOCIAL ISSUES
2022
$500
GENERAL OPERATING SUPPORT
2022
$300
For the general purposes or other charitable purposes of the organization.
2022
$208
EMPLOYEE MATCHING GIFT DONATION
2022
$74K
For grant recipient's exempt purposes
2021
$74K
For grant recipient's exempt purposes
2021
$31K
ATHLETIC ASSISTANCE
2021
$29K
PUBLIC, SOCIETAL BENEFIT
2021
$19K
CAPACITY BUILDING FOR NON-PROFITS
2021
$125K
To designate Southwest Florida as a Talent Hub.
2020
$117K
To support the community foundation's integration of the Sustainable Development Goals into its work as a design and assessment framework.
2020
$65K
CAPACITY BUILDING FOR COVID-19 RESPONSE
2020
$32K
For grant recipient's exempt purposes
2020
$25K
CCA Grant
2020
$21K
ATHLETIC ASSISTANCE
2020
$20K
To provide emergency support to the southwest Florida Community Foundation, the backbone agency to the Southwest Florida Talent Hub
2020
$19K
SCHOLARSHIPS
2020
$18K
CAPACITY BUILDING FOR NON-PROFITS
2020
$13K
PUBLIC, SOCIETAL BENEFIT
2020
$10K
PUBLIC CHARITY
2020
$10K
GENERAL/OPERATING
2020
$10K
Towards the LGBT Fund of Southwest Florida.
2020
$6K
GENERAL SUPPORT
2020
$5K
CONTRIBUTION TO THE GENERAL OPERATING FUND
2020
$3K
EMPLOYEE MATCHING GIFTS
2020
$105K
For grant recipient's exempt purposes
2019
$10K
CONTRIBUTION TO THE ROBERT RAUSCHENBERG FOUNDATION FUND
2019
$6K
PUBLIC, SOCIETAL BENEFIT
2019
$48K
For grant recipient's exempt purposes
2018
$28K
Allocation for General Support
2018
$20K
LOCAL CHARITY SUPPORT
2018
$16K
Capacity building for non profits
2018
$10K
DONATION TO ORGANIZATION
2018
$10K
SWFL CLIMATE ACTION FUND
2018
$5K
ACCOMPLISH CHARITABLE PURPOSE
2018
$1K
PUBLIC CHARITY
2018
$86K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$64K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
$50K
HURRICANE IRMA RELIEF
2017
$25K
GENERAL OPERATING SUPPORT
2017
$8K
UNRESTRICTED DONATION
2017
$1K
HURRICANE IRMA RELIEF IN THE BONITA SPRINGS AREA
2017
$1K
WINK HERO FOR HOPE
2017

Funded by

$5.5M from 72 funders · 116 grants · 2017–2024

Collier Community Foundation Inc

$1.2M · 5 grants · 2017–2022

The Elsa & Peter Soderberg Charitable

$660K · 4 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$633K · 8 grants · 2017–2023

The Community Foundation For

$350K · 2 grants · 2022

The Florida Bar Foundation Inc

$300K · 1 grant · 2017

Raymond James Charitable Endowment Fund

$187K · 2 grants · 2022–2023

Champions 4 Children Inc

$153K · 4 grants · 2021–2024

Lumina Foundation for Education Inc

$145K · 2 grants · 2020

Details

EIN596580974
NTEE codeT31Z
Subsection03
Ruling date1976-12
Formed1976
Employees38
Volunteers231
SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC — Mission, Financials & Grants Received | Grantivo