This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $32,008,853 | $32,160,069 | $27,567,821 | $13,234,981 | $5,527,631 |
| FY2023 | 990 | $29,670,770 | $28,113,249 | $21,010,686 | $12,835,866 | $5,678,847 |
| FY2022 | 990 | $23,649,863 | $23,174,662 | $17,328,460 | $10,470,596 | $4,049,550 |
| FY2021 | 990 | $21,154,051 | $20,529,408 | $15,759,085 | $7,137,092 | $3,461,653 |
| FY2020 | 990 | $20,333,231 | $19,612,995 | $14,472,191 | $5,583,211 | $2,837,010 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 68% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SENIOR FRIENDSHIP CENTERS INCSARASOTA, FL | CASE MGNT SERVICES | $14,428,313 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marciela Morado | EXECUTIVE DI | 40.00 | $140,003 |
| Garrett Anderson | TREASURER | 1.50 | $0 |
| Mary Bartoshuk | AC CHAIR | 1.50 | $0 |
| Susan Berger | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CASE MGNT SERVICES |
| $12,437,939 |
| 2023 |
| SENIOR FRIENDSHIP CENTERS INCSARASOTA, FL | CASE MGNT SERVICES | $11,066,365 | 2022 |
| SENIOR FRIENDSHIP CENTERS INCSARASOTA, FL | CASE MGNT SERVICES | $9,807,970 | 2021 |
| SENIOR FRIENDSHIP CENTERS INCSARASOTA, FL | CASE MGNT | $8,952,692 | 2020 |
| MAINSBROOKLYN, MN | Not available | $3,419,488 | 2024 |
| COLLIER COUNTY BOARD OF CONAPLES, FL | CASE MGNT SERVICES | $3,354,508 | 2024 |
| COLLIER COUNTY BOARD OF CONAPLES, FL | CASE MGNT SERVICES | $3,245,041 | 2023 |
| HOPE HOSPICE & COMMUNITY SRVFORT MYERS, FL | CASE MGNT SERVICES | $3,141,282 | 2024 |
| COLLIER COUNTY SERVICES FOR SRSNAPLES, FL | CASE MGNT SERVICES | $2,894,818 | 2021 |
| COLLIER COUNTY SERVICES FOR SRSNAPLES, FL | CASE MGNT SERVICES | $2,888,150 | 2022 |
| COLLIER COUNTY SERVICES FOR SRSNAPLES, FL | Not available | $2,610,773 | 2020 |
| HOPE HOSPICE & COMMUNITY SRVFORT MYERS, FL | CASE MGNT SERVICES | $2,605,057 | 2023 |
| CHARLOTTE COUNTY BOARD OF COPORT CHARLOTTE, FL | CASE MANAGEMENT SVCS | $2,521,048 | 2024 |
| CHARLOTTE COUNTY BOARD OF COPORT CHARLOTTE, FL | CASE MANAGEMENT SVCS | $2,270,049 | 2023 |
| CHARLOTTE COUNTY HUMAN SERVICESPUNTA GORDA, FL | CASE MGNT SERVICES | $1,676,475 | 2022 |
| CHARLOTTE COUNTY HUMAN SERVICESPUNTA GORDA, FL | CASE MGNT SERVICES | $1,474,077 | 2021 |
| HOPE OF SW FL INC-GLADESFORT MYERS, FL | IN HOME SERVICES | $1,300,783 | 2022 |
| CHARLOTTE COUNTY HUMAN SERVICESPUNTA GORDA, FL | CASE MGNT SERVICES | $1,212,698 | 2020 |
| HOPE OF SW FL INC-GLADESFORT MYERS, FL | IN HOME SERVICES | $1,147,991 | 2021 |
| HOPE OF SW FL INC-GLADESFORT MYERS, FL | Not available | $1,125,895 | 2020 |
| FLORIDA RURAL LEGAL SERVICEFORT MYERS, FL | LEGAL SERVICES | $271,849 | 2020 |
| BRAIN BUSCLEARWATER, FL | TRAINING/EDUCATION | $238,357 | 2024 |
| FLORIDA RURAL LEGAL SERVICEFORT MYERS, FL | LEGAL SERVICES | $152,649 | 2021 |
| BAKERS SENIOR CENTER NAPLESNAPLES, FL | Not available | $118,189 | 2023 |
| 1.50 |
| $0 |
| Wendy Boaz-Hayes | CHAIR | 1.50 | $0 |
| Dave Boerkoel | TREASURER | 1.50 | $0 |
| Dr Lesley Clack | CHAIR | 1.50 | $0 |
| Jaha Cummings | DIRECTOR | 1.50 | $0 |
| Dan Katz | VICE CHAIR | 1.50 | $0 |
| Pam Keller | SECRETARY | 1.50 | $0 |
| Dr Denise Mcnulty | DIRECTOR | 1.50 | $0 |
| Beth Prather | VICE CHAIR | 1.50 | $0 |
| Victoria Staryk | DIRECTOR | 1.50 | $0 |
| Christina Stewart | DIRECTOR | 1.50 | $0 |
| Meriam Jackie Walker | DIRECTOR | 1.50 | $0 |
| Richard Cocchieri | CFO | 1.50 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202521219349302487
Form 990 · FY2022 · period ending Dec 31, 2022IRS bulk XML
Filing id 202420319349301612
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202203089349302805
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202143019349301504
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201933089349301298
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201832499349300248
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201702009349301405
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.