Last year we made $6.4 million in grants, bringing the total since our founding to $110 million.

Prudence is our north star.

We manage 634 individual donor funds with assets of $151 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 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.

 

 

Important Financial Documents


Audited Statements

Fiscal Year 2020
Fiscal Year 2021
Fiscal Year 2022


Southwest Florida Community Foundation, Inc.
IRS Forms 990 & 990-T

Fiscal Year 2020
Fiscal Year 2021
Fiscal Year 2021 990T
Fiscal Year 2022
Fiscal Year 2022 990T

 

IRS Determination Letter


SWFLCF Support Organization, Inc.
IRS Form 990

Fiscal Year 2020
Fiscal Year 2021
Fiscal Year 2022

 

IRS Determination Letter


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

Fiscal Year 2020
Fiscal Year 2021
Fiscal Year 2022

 

IRS Determination Letter

 

Hi, I’m Marina Nassif, Collaboratory’s Chief Financial Officer. I’ve been here for 5 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.