2024-09-17T10:58:56-05:00 2023-12-31 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2023-01-01 811204274 BENTLEY VILLAGE FOUNDATION INC BENT 2392384208 701 RETREAT DRIVE 400 NAPLES FL 34110 CHASE BROOKE TREASURER 2392384208 2024-09-12 1 1 BRIAN CARTER P00536712 9417474483 2024-09-05 2023 2024-08-08 14:25:15Z THOMAS LYNCH 701 RETREAT DRIVE 400 NAPLES FL 34110 534354 0 X WWW.BENTLEYVILLAGEFOUNDATION.ORG X 2016 FL THE FOUNDATION IS DEDICATED TO ENHANCING THE CULTURAL, INTELLECTUAL, EMOTIONAL AND PHYSICAL WELL-BEING OF OUR COMMUNITY THROUGH PHILANTHROPIC PROGRAMS AND EDUCATIONAL SCHOLARSHIPS. 18 18 0 50 0 0 448705 439057 0 0 44277 50365 13668 17171 506650 506593 251000 143400 0 0 0 0 0 0 29179 110059 199179 361059 342579 145591 164014 1802678 2120405 34797 12484 1767881 2107921 X TO PROVIDE COMPETITIVE SCHOLARSHIPS FOR ELIGIBLE INDIVIDUALS AND TO SPONSOR AND/OR DONATE TO PROJECTS INTENDED TO ENRICH THE CULTURAL, INTELLECTUAL, EMOTIONAL, OR PHYSICAL INTERESTS OF THE RESIDENTS OF BENTLEY VILLAGE OR THAT ADVANCE THE INTERESTS OF THE FOUNDATION IN THE GREATER BENTLEY VILLAGE COMMUNITY AND SOUTHWEST FLORIDA. 0 0 120000 120000 SCHOLARSHIPS: IN COLLABORATION WITH THE COLLIER COMMUNITY FOUNDATION (CCF) AND USING FUNDS RAISED BY THE FOUNDATION, APPLICANTS WERE EVALUATED BY FOUR REPRESENTATIVES OF BENTLEY VILLAGE FOUNDATION (BVF) AND THE FIVE REPRESENTATIVES OF CCF. APPLICANTS WERE ALL EMPLOYEES OR DEPENDENTS OF CLASSIC BENTLEY VILLAGE, INC., A FLORIDA NOT-FOR-PROFIT CORPORATION AND NAPLES AREA CONTINUING CARE RETIREMENT COMMUNITY NOW DOING BUSINESS AS VI AT BENTLEY VILLAGE. THE EVALUATORS SELECTED 2 EMPLOYEES AND 15 DEPENDENTS. THESE SCHOLARS WERE THE MAXIMUM ALLOWABLE UNDER IRS GUIDELINES. SINCE 2016, BVF HAS AWARDED OVER 100 " BENTLEY WINGS " COMPETITIVE SCHOLARSHIPS ALLOWING STUDENTS TO PURSUE THEIR CAREER EDUCATIONAL GOALS. ALL SCHOLARSHIP FUNDS ARE DISBURSED FROM A FOUNDATION DESIGNATED ACCOUNT UNDER THE INVESTMENT UMBRELLA OF CCF DIRECTLY TO THE LEARNING INSTITUTIONS PER A WRITTEN AGREEMENT BETWEEN CCF AND THE BVF. AWARDEES WERE SELECTED VIA APPLICATIONS SCORED ON A MATRIX DEVELOPED COOPERATIVELY BETWEEN THE TWO ORGANIZATIONS. AWARDEES MAY RECEIVE ANNUAL RENEWALS UNTIL THEIR ORIGINAL COURSES OF STUDY ARE COMPLETED WITH UP TO SIX ANNUAL RENEWALS. SERVING PARTICIPANTS SINCE 2016, OUR "BENTLEY WINGS" COMPETITIVE SCHOLARSHIP PROGRAM IS THE LARGEST PROGRAM ADMINISTERED BY CCF. MANY AWARDEES GRADUATED. OUR PROGRAM IS ALSO THE ONLY TO GUARANTEE ITS STUDENTS ANNUAL RENEWAL AVAILABILITY. THIS YEAR'S ADDITIONS TO OUR TOTAL AWARDEE POOL BROUGHT OUR TOTAL COMMITMENTS FOR ALL EXISTING SCHOLARS TO $ 619,647. 20400 20400 $ 20,000 AWARDED TO NAPLES BAKER SENIOR CENTER TO INITIATE AN EXPANSION OF THEIR DEMENTIA RESPITE MUSIC THERAPY PROGRAM. WE ALSO CONTINUED A PROGRAM OF VOLUNTEERS FROM BENTLEY VILLAGE CALLED SENIORS HELPING SENIORS WHO AIDED THE NAPLES BAKER SENIOR CENTER IN THEIR ACTIVITIES. 3000 3000 AWARDED $ 3,000 TO THE LITERACY COUNCIL GULF COAST TO PROVIDE MATERIALS AND SUPPORT FOR OFFERING ENGLISH AS A SECOND LANGUAGE PROGRAM. 119691 OUR "MEMORY AND MUSIC", "MUSIC THERAPY AND "MINDFULNESS" PROGRAMS PROVED EFFICACIOUS IN IMPROVING QUALITY OF LIFE BY OFFERING PREVENTATIVE, REHABILITATIVE, OR PALLIATIVE CARE TO THE PORTION OF OF OUR SERVICE POPULATION WHO ARE AT RISK TO DEVELOP OR WHO ALREADY SUFFER FROM DISABLING BRAIN DISEASES LIKE DEMENTIA, ALZHEIMER'S, AND OTHER ADVANCED COGNITIVE DISORDERS. WE PARTNERED, PRIMARILY WITH THE HOUSE OF MUSIC TO CREATE, FUND OR OFFER PROGRAMS, THE COMBINED INTERVENTION OF WHICH PROVED TO HELP PARTICIPANTS MAINTAIN OR RESTORE THEIR HEALTH, AND HELPED THEM TO RECALL MEMORIES. WE COLLABORATED WITH MINDFUL MINZ TO PROVIDE PROGRAMS TO UTILIZE "MINDFULNESS" AS A MEDITATIVE DISCIPLINE TO DEAL WITH ISSUES ARISING FROM STRESSES OF LIVING. THE FOUNDATION CONTRACTED AND PROVIDED TO FGCU CONTINUING EDUCATION ACADEMY TO PROVIDE A FULL YEAR OF FGCU ACADEMY TO RESIDENTS AT ALL LEVELS OF CARE AS FGCU ACADEMY-SERIES MEMBERS. 119691 263091 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X GULFCOAST PHILANTHROPIC SOLUTIONS 2393989640 9071 BONITA BEACH RD 1481 BONITA BEACH FL 34133 X THOMAS LYNCH PRESIDENT 30.00 X X 0 0 0 WAYNE ANTWORTH VICE PRESIDENT 13.00 X X 0 0 0 CHASE BROOKE TREASURER 16.00 X X 0 0 0 SUSAN GOODWIN SECRETARY 2.00 X X 0 0 0 DIANE V HALAS PRESIDENT EMERITUS 29.00 X 0 0 0 BILL BRETZ ASSISTANT TREASURER 4.00 X 0 0 0 TIM PELLEGRINO TRUSTEE 7.00 X 0 0 0 CYNTHIA G CARLSON TRUSTEE 1.00 X 0 0 0 PAUL CICCARELLI TRUSTEE 1.00 X 0 0 0 BILL GRAFSTROM TRUSTEE 5.00 X 0 0 0 PAT SMART TRUSTEE 1.00 X 0 0 0 SUE LEONARD TRUSTEE 1.00 X 0 0 0 SHARON BAILEY TRUSTEE 19.00 X 0 0 0 FRANK FLOOD TRUSTEE 3.00 X 0 0 0 RICHARD NORTZ TRUSTEE 4.00 X 0 0 0 LYMAN PHILLIPS TRUSTEE 3.00 X 0 0 0 WILLIAM WELBOURN TRUSTEE 4.00 X 0 0 0 WENDY WILTSE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 104497 334560 439057 25771 25771 24594 0 24594 24594 24594 24872 104497 17145 7727 7727 20060 10616 9444 9444 506593 0 0 67536 X 143400 143400 20780 20780 7718 7718 38479 17056 8210 13213 19259 9635 5917 3707 750 551 15 184 10100 10100 6945 39 6906 SPECIAL PROJECTS INDEPE 78520 78520 MISCELLANEOUS 10774 3185 241 7348 DUES AND SUBSCRIPTIONS 5031 506 4525 COMMUNICATION 823 605 16 202 342579 263091 50309 29179 448727 304435 198451 452257 510 10015 116284 33973 92411 82311 1062579 1271387 1802678 2120405 33599 10973 1198 1511 34797 12484 X 1645966 1446427 121915 661494 1767881 2107921 1802678 2120405 164014 176026 0 X 0 0 0 X 413785 389385 570496 448705 439057 2261428 413785 389385 570496 448705 439057 2261428 274098 1987330 15327 16275 22171 24334 25771 103878 380 15207 12393 27980 2393286 188851 0.83040 0.80890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1062580 2500 214025 7718 1271387 1330512 1878 -205954 56000 7856 1062580 970482 163595 203861 7426 1330512 781819 73548 121812 6703 970476 289341 387394 109548 4464 781819 0.35050 0.05400 0.59550 1 0 116284 33973 82311 82311 COLLIER COMMUNITY FOUNDATION 1271387 F 1271387 CREDIT CARD LIABILITY 1511 1511 PART V, LINE 4: BOARD DESIGNATED OR QUASI-ENDOWMENT ARE FUNDS FUNCTIONING AS AN ENDOWMENT BUT ARE ESTABLISHED BY THE ORGANIZATION ITSELF, EITHER FROM UNRESTRICTED DONOR GIFTS OR ORGANIZATION FUNDS. THE ORGANIZATION ITSELF IMPOSES RESTRICTIONS ON THE USE OF FUNDS. PERMANENT ENDOWMENT FUNDS ARE ESTABLISHED BY DONOR RESTRICTED GIFTS AND ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE SOURCE OF INCOME, WITH THE STIPULATION THAT PRINCIPAL MUST BE INVESTED AND KEPT IN PERPETUITY, WHILE ONLY THE INCOME GENERATED CAN BE USED BY THE ORGANIZATION. IN 2023 THE ORGANIZATION HAD ONLY ONE PERMANENTLY RESTRICTED FUND, THE ERICKSON ENDOWMENT. THE CCF SCHOLARSHIP FUND IS TEMPORARILY DONOR- RESTRICTED DUE TO PURPOSE SET BY DONORS AS STATED IN THEIR DONATION FORM. DOLLARS FOR SCHOLARS 129369 104497 24872 800 6380 750 9215 129369 104497 24872 800 6380 750 9215 17145 7727 20060 9444 1172 0 20060 9444 1172 10616 9444 FL 1 0 0 0 1.00000 GULFCOAST PHILANTHROPIC SOLUTIONS 9071 BONITA BEACH RD 1481 BONITA SPRINGS FL 34133 0 0 1 COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE RD SUITE 200 NAPLES FL 34108 522396243 501(C)(3) 120000 0 SCHOLARSHIPS BAKER SENIOR CENTER NAPLES 6200 AUTUMN OAKS LANE NAPLES FL 34119 453980909 501(C)(3) 20400 0 ART THERAPY PROGRAM 2 0 PART I, LINE 2: OUR SCHOLARSHIP PROGRAM IS MONITORED AND ADMINISTERED BY THE COLLIER COMMUNITY FOUNDATION (CCF). THE SELECTION COMMITTEE FOR THE RECIPIENTS IS MADE UP OF A MINIMUM OF 3 MEMBERS FROM THE BENTLEY VILLAGE FOUNDATION (BVF) AND A MINIMUM OF OF 4 MEMBERS FROM CCF. SELECTIONS ARE MADE ACCORDING TO IRS GUIDELINES. SCHOLARSHIPS ARE DISBURSED BY CCF AND MAY BE USED IN CERTIFIED U.S. PROGRAMS OF STUDY AT UNIVERSITIES, COLLEGES, AND TRADE CERTIFICATION PROGRAMS. ALL STUDENT PROGRESS IS MONITORED BY CCF. FORM 990; PART I, LINE 6 OVER 50 VOLUNTEERS LOGGED IN OVER 7,000 HOURS AIDING THE FOUNDATION IN VARIOUS ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA AND PROVIDED TO ALL TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, MEMBER OF COMMITTEES, ANNUALLY SIGNS A STATEMENT THAT 1) THEY HAVE RECEIVED UNDERSTOOD AND AGREED TO FOLLOW BVF'S CONFLICT OF INTEREST POLICY 2) UNDERSTANDS THE FOUNDATION IS CHARITABLE IN ORDER TO MAINTAIN ITS FEDERAL EXEMPTION AND MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ITS PURPOSE 3) THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MONITORS COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION REQUIRED BY FLORIDA STATUES IS AVAILABLE ON THEIR "DIVISION OF COMMERCE SERVICES" WEBSITE. OUR SOLICITATIONS DISCLOSE OUR EXEMPT STATUS AND CHARITABLE REGISTRATION # CH 47269. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 17,056. MANAGEMENT AND GENERAL EXPENSES 8,210. FUNDRAISING EXPENSES 13,213. TOTAL EXPENSES 38,479.