Prudence is our north star.
We manage over 600 individual donor funds with assets of $169 million. Our long-term investment objective is to preserve the real, inflation-adjusted, post-spending purchasing power of the assets with which donors have entrusted us. That’s a specific way of saying we’re very prudent with our investing. Investments are carefully diversified, so we’re not too heavily invested in any single asset class or stock, and so that risk is managed carefully. We expect our investments to meet or exceed established benchmarks for their class. Each year, we give away grants equivalent to 3-5% of our fund balances. Our Finance and Portfolio Oversight Committee oversees our investment policy and managers.
Impact Investing
Impact Investing is a strategy for achieving social returns as well as financial returns on our investments. We have an Impact Investing Committee that was established in 2019. It’s a group of board members who are impassioned about identifying enterprises that are producing real social returns — to the environment, health, the disempowered and the disadvantaged — that we can consider adding to our portfolio. Let us know if you have one in mind.
Investment Options (Opens PDF Document)
Important Financial Documents
Audited Statements
Fiscal Year 2021 (Opens PDF Document)
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
Collaboratory
IRS Forms 990 & 990-T
Fiscal Year 2021 (Opens PDF Document)
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
IRS Determination Letter (Opens PDF Document)
SWFLCF Support Organization, Inc.
IRS Form 990
Fiscal Year 2021 (Opens PDF Document)
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (Opens PDF Document)
IRS Determination Letter (Opens PDF Document)
Pedro (“Cuban Pete”) Aguilar and Barbara Craddock Endowment, Inc.
IRS Form 990
Fiscal Year 2021 (Opens PDF Document)
Fiscal Year 2022 (Opens PDF Document)
Fiscal Year 2023 (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 Marina Nassif, Collaboratory’s Chief Financial Officer. I’ve been here for 6 years. Numbers are my thing, especially when they intersect with helping others. I’d be happy to set up some time for a Zoom or a call to discuss our financials or our investment policy further. Email me or give me a ring at 239 308 1023 and I’ll get in touch.
