Southwest Florida Community Foundation logo

Southwest Florida Community Foundation

FORT MYERS, FL EIN: 59-6580974 Website

The Southwest Florida Community Foundation, operating publicly as **Collaboratory**, is a regional community foundation established in 1976 and based in Fort Myers, Florida. The organization is designated as a 501(c)(3) public charity and serves as the primary philanthropic institution for Southwest Florida. The foundation operates with 38 employees and maintains a physical presence at the Collaboratory building, which serves as a community gathering space for connection and collaborative work.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$183.5M

+12.6% YoY

Annual Giving

$5.2M

-10.9% YoY

Grant Count

166

-2.9% YoY

Avg Grant Size

$31K

-8.2% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Collaboratory's evolved mission is committed to coordinating the solving of Southwest Florida's major social problems by 2040. The foundation emphasizes that this work is not done alone, but with everyone—the entire community working together across all five counties: Lee, Hendry, Glades, Charlotte, and Collier.

Since its founding in 1976, the organization has made over $120 million in grants to individuals and organizations across the region to enhance the quality of life for current and future generations. The foundation acknowledges its legacy of traditional grant-making work while committing to making deeper impact by going to the root causes of social issues.

Primary focus areas include:

  • Workforce Development — Addressing workforce challenges and economic mobility
  • Housing — Expanding workforce housing and community infrastructure
  • Health & Wellness — Transforming Southwest Florida into one of the healthiest communities in the nation
  • Education — Increasing graduation rates and improving education outcomes

Grantmaking

The foundation operates multiple grant programs:

Average Grant

amount:** $5,029–$3,679,194

Grant Types

& Processing

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Geographic Focus

Where this funder awards grants

The foundation serves five counties in Southwest Florida:

  • Lee County
  • Hendry County
  • Glades County
  • Charlotte County
  • Collier County

Grant Distribution by State

37states
+29 more states

Cities

AberdeenAlvaAmherstArcadiaArlingtonAshevilleBabcock RanchBakersfieldBaltimoreBattle CreekBeach HavenBellBolinasBonita SpringsBooneBostonBowling GreenCape CoralCaptivaCashiers

Financial History

Multi-year comparison from IRS filings

Metric Amount Year
Total Assets $183,474,472 2025
Total Assets $169,000,000 2023
Total Assets $163,000,000 2024
Total Revenue $31,414,260 2025
Total Revenue $28,100,000 2024
Total Expenses $19,680,699 2025
Total Expenses $17,300,000 2024
Total Liabilities $7,890,000 2024
Annual Giving $10,500,000 2024

The organization maintains a donor-advised fund and operates with strong financial health.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9M$17M$26M$35M20212022202320242025
Metric202520242023
Total Assets$183,474,472$162,968,322$159,037,731
Revenue$31,414,260$28,118,994$21,592,217
Expenses$19,680,699$17,300,901$16,701,607
Qualifying Distributions
Net Investment Income$10,185,417$8,152,026$2,013,606
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$5M$7M$9M134 grants2021135 grants2022152 grants2023171 grants2024166 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

CALUSA NATURE CENTER & P…$135KESTERO FOREVER FOUNDATION$124KCAPE CORAL ANIMAL SHELTER$56KBOBBY HOLLOWAY MEMORIAL …$55KANIMAL REFUGE CENTER INC$55KALL HOUND RESCUE OF FLOR…$50KALPHA & OMEGA FREEDOM MI…$50KBONITA BAY VETERANS COUN…$50KCHARITABLE FOUNDATION OF…$50KCOMMUNITY FOUNDATION OF …$50K

Grant Size Distribution

250 grants across all recorded years

208<$50K31$50–100K7$100–250K2$250–500K2$500K–1M$1–5M$5M+

Open Grants

3 open opportunities from Southwest Florida Community Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

DAWN BELAMARICHCHAIR/ PRESIDENT$298KTESSA LESAGECHIEF IMPACT OFFICER$170KJONATHAN ROMINECHIEF OPERATIONS OFFICER$158KSHARON RALSTONCFO (AS OF 9/5/24)$121KJOSEPH BRAUNCHIEF PHILANTHROPY OFFICER$102KALEX BREAULTPARTNERSHIP MANAGER$101KMARINA NASSIFCFO (THROUGH 07/23/24)$94K

From 2025 filing

NameTitleHoursCompensation
DAWN BELAMARICHCHAIR/ PRESIDENT55$297,684
GAIL MARKHAMCHAIR3
GARY GRIFFINVICE CHAIR & SECRETARY/TREASURER3
DALE REISSTRUSTEE3
DAMON ROMANELLOTRUSTEE3
FRED MOONTRUSTEE3
HARRISON S KNIGHTTRUSTEE3
JUAN BENDECKTRUSTEE3
JULIE BEN-SUSANTRUSTEE3
KAREN WATSONTRUSTEE3
KHANDYCE MOSELYTRUSTEE3
LAUREN DRASITESTRUSTEE3
LILLIE RENTZTRUSTEE3
MALIKE ADIGUNTRUSTEE3
ROSEMARY FLLORITRUSTEE3
SALLY JACKSONTRUSTEE3
SUZANNE BOYTRUSTEE3
TESSA LESAGECHIEF IMPACT OFFICER50$170,140
JONATHAN ROMINECHIEF OPERATIONS OFFICER50$158,262
JOSEPH BRAUNCHIEF PHILANTHROPY OFFICER50$102,416
MARINA NASSIFCFO (THROUGH 07/23/24)50$93,539
SHARON RALSTONCFO (AS OF 9/5/24)50$120,688
ALEX BREAULTPARTNERSHIP MANAGER40$100,800

Contact Information

Address: 2031 Jackson Street, Suite 100, Fort Myers, FL 33901-3627

Phone: (239) 274-5900

Email: info@collaboratory.org

Website: collaboratory.org

EIN: 59-6580974

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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