Last year we made $12.0 million in grants, bringing the total since our founding to more than $132.0 million.

Thoughtful stewardship is our guiding principle.

We manage over 600 individual donor funds, representing $164 million in assets. Our long-term investment objective is to preserve the real, inflation-adjusted, post-spending purchasing power of the assets entrusted to us by our donors. In other words, we take a prudent and disciplined approach to investing.

Our investments are carefully diversified to avoid over-concentration in any single asset class or stock, ensuring risk is managed effectively. We expect our portfolio to meet or exceed established benchmarks for each asset class. Each year, we distribute grants equivalent to 3–5% of our fund balances, supporting meaningful community impact.

Oversight of our investment policy and managers is provided by our Finance and Portfolio Oversight Committee, ensuring alignment with our mission and long-term goals.

Investment Options (Opens PDF Document)

Important Financial Documents

Audited Statements
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
Fiscal Year 2024 (Opens PDF Document)

Collaboratory
IRS Forms 990 & 990-T
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
Fiscal Year 2024 (Opens PDF Document)

IRS Determination Letter (Opens PDF Document)

SWFLCF Support Organization, Inc.
IRS Form 990
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
Fiscal Year 2024 (Opens PDF Document)

IRS Determination Letter (Opens PDF Document)

Pedro (“Cuban Pete”) Aguilar and Barbara Craddock Endowment, Inc.
IRS Form 990

Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
Fiscal Year 2024 (Opens PDF Document)

IRS Determination Letter (Opens PDF Document)

For accessibility assistance, contact us via phone: 239-274-5900 or email: info@collaboratory.org

Hi, I’m Sharon Ralston, Collaboratory’s Chief Financial Officer. I’m dedicated to ensuring our financial strategies support our mission of creating meaningful impact in the community. I’d be happy to set up a Zoom or a call to discuss our financials or investment policy further. Email or call me at 239-308-1020, and I’ll get in touch.

Contact me

Stay informed.

We’re organizing teams. We’re coordinating efforts. We’re accepting donations, distributing funds, problem solving and currently doing a lot of brainstorming, research and planning. Our situation is evolving each and every day.

We would be happy to keep you up-to-speed. Join our email list and we’ll keep you well informed of our progress.

For accessibility assistance, contact us via phone: 239-274-5900 or email: info@collaboratory.org

Collaboratory — 2031 Jackson St, Fort Myers, Florida 33901 — Telephone 239 274 5900

SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC., DBA COLLABORATORY, IS REGISTERED WITH THE STATE OF FLORIDA. A COPY OF THE OFFICIAL REGISTRATION (CH661) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE OR VISITING WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. OUR CONFIDENTIALITY POLICY, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY ARE AVAILABLE UPON REQUEST. EIN #59-6580974

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Since no single organization can solve big social problems alone, Collaboratory is using its community leadership role to bring together local organizations and people from different sectors (like businesses, nonprofits, and government) to work on common goals. This collaboration aims to improve Southwest Florida and make it a better place to live, work, learn, and play.

The impact dashboard shows key regional goals that everyone is working toward, with the aim of solving social issues by 2040. It provides a point-in-time snapshot of progress by tracking important indicators that show how the community is changing over time. While these changes take time and there is often a delay between when the data is collected and becomes available, the dashboard helps us understand where we need to focus our efforts to achieve our shared goals.

In 2022, in concert with hundreds of individuals and organizations, we collectively identified the issues of housing and health as the next most-pressing areas of need. Based on that data, we’ve modeled FutureMakers Coalition, our nine-year initiative, to establish two new regional coalitions: Home and Health & Wellness.

If you would like to dive deeper into each of the coalitions, visit each coalition website.