Moorings Park Foundation Inc is a 501(c)(3) nonprofit organization based in Naples, Florida. Established in 1996, the foundation was created to ensure the tax-exempt status of Moorings Park, a nonprofit senior living community. The foundation operates with a mission to foster a culture of philanthropy by creating opportunities for charitable giving that benefit residents, employees, and the broader community.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.3M
+7.9% YoY
Annual Giving
$3.4M
+109.8% YoY
Grant Count
34
+17.2% YoY
Avg Grant Size
$101K
+78.9% YoY
Mission & Focus Areas
Mission Statement: To create a culture of philanthropy that provides opportunities to benefit the residents of Moorings Park, its employees, and the greater community.
Primary Focus Areas:
The foundation directs its charitable giving through three main avenues:
Partner Support: Funds scholarships, childcare assistance, and affordable workforce housing for employees. The foundation also responds to emergency needs such as disaster relief following hurricanes, fuel reimbursements, grocery store gift cards during economic hardship, and English as a Second Language (ESL) classes.
Community: Supports organizations through the Community and Educational Grants Program, focusing on successful aging initiatives and workforce development for professionals serving seniors.
Residents: Provides Benevolent Care assistance to residents who have outlived their financial resources, ensuring they can remain at Moorings Park. Additionally supports campus enhancements and programming including the Sheffield Theatre, Bobbi Tolley Art Studio, Opening Minds through Art (OMA), and various campus spaces and fellowship programs.
Grantmaking
Typical grant awards range from $5,534 to $979,407, with an average grant amount of approximately $5,534.
Average Grant
amount of approximately $5,534.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Florida, with particular emphasis on the Naples area and surrounding communities in Collier County.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (2023):
- Total Assets: $7,698,736
- Total Revenues: $2,793,255
- Total Expenses: $2,763,326
- Total Giving: $3,729,051 (based on most recent IRS 990 filing)
Staffing: The foundation operates with 2 employees.
Governance: The organization maintains a fully independent board of 11 members with a 91% independence rate, contributing to strong oversight practices.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,308,933 | $7,698,736 | $7,447,207 |
| Revenue | $4,464,596 | $2,793,255 | $2,221,619 |
| Expenses | $4,067,494 | $2,763,326 | $2,058,067 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $355,056 | $254,274 | $199,395 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
134 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by an 11-member independent board. The organization is tax-exempt under IRS ruling year 2010, with Federal Tax Identification Number 26-3631295.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL J LAVENDER | PRESIDENT/CHIEF EXECUTIVE OFFICER | 2 | — |
| ROSS DICKMANN THRU 123124 | CHIEF OPERATING OFFICER | 2 | — |
| MARY MORTON CPA | CHIEF FINANCIAL OFFICER | 2 | — |
| KATY KURILI AS OF 92324 | CHIEF OPERATING OFFICER | 2 | — |
| DAVID RUTSTEIN | CHAIR | 2 | — |
| DENIS MCCARTHY | SECRETARY/TREASURER (THRU 6.30.24) | 2 | — |
| DOLLY BODICK KOREST | DIRECTOR (THRU 6.30.24) | 2 | — |
| EILEEN CONNOLY-KEESLER | DIRECTOR | 2 | — |
| BEVERLY KOREN | DIRECTOR (THRU 6.30.24) | 2 | — |
| JOHN RISK | DIRECTOR | 2 | — |
| KAREN SCHNEIDER | DIRECTOR | 2 | — |
| CHARLES WATERMAN | DIRECTOR (THRU 6.30.24) | 2 | — |
| GAIL WEBSTER-PATTERSON | DIRECTOR | 2 | — |
| VAN ZANDT WILLIAMS | DIRECTOR (THRU 6.30.24) | 2 | — |
| ROBERT RANKIN | DIRECTOR (AS OF 7.1.24) | 2 | — |
| RICHARD VITKUS | DIRECTOR (AS OF 7.1.24) | 2 | — |
| GUY WIEBKING | DIRECTOR (AS OF 7.1.24) | 2 | — |
Recent News & Activity
Recent developments and announcements
The foundation has been active in recent grant-making, including:
Awards of $25,000 scholarships to multiple recipients
A significant $755,760 gift designated for a 15-bed senior wing
Moorings Park Foundation makes $755,760 gift for 15-bed senior wingGrants supporting workforce housing, fair housing initiatives, and senior care services
Ongoing support for community organizations focused on aging and workforce development
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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