2022-09-13T14:43:30-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2021-01-01 811204274 BENTLEY VILLAGE FOUNDATION INC BENT 2392384208 701 RETREAT DRIVE STE 400 NAPLES FL 34110 THOMAS LYNCH PRESIDENT 6128408389 2022-09-13 1 THOMAS LYNCH 999009999 AMELIA COOPER P00437898 2392628686 2022-09-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THOMAS LYNCH 701-301 RETREAT DR NAPLES FL 34110 658852 0 X WWW.BENTLEYVILLAGEFOUNDATION.ORG X 2016 FL THE FOUNDATION IS DEDICATED TO ENHANCING THE CULTURAL, INTELLECTUAL, (CONTINUED ON SCHEDULE O) EMOTIONAL AND PHYSICAL WELL-BEING OF OUR COMMUNITY THROUGH PHILANTHROPIC PROGRAMS AND EDUCATIONAL SCHOLARSHIPS. 14 14 0 87 0 0 389385 570496 23790 17926 21445 35336 380 15207 435000 638965 211815 195000 0 0 0 0 0 0 3620 88738 104764 300553 299764 134447 339201 1377329 1877058 12492 4040 1364837 1873018 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 (CONTINUED ON SCHEDULE O) ADVANCE THE INTERESTS OF THE FOUNDATION IN THE GREATER BENTLEY VILLAGE COMMUNITY AND SOUTH WEST FLORIDA. 0 1 175441 175000 4A SCHOLARSHIPS: DESPITE COVID RESTRICTIONS, OUR SCHOLARSHIP PROGRAM WAS ABLE TO REMAIN ACTIVE. IN-PERSON COMMITTEE MEETINGS WERE HELD WHEN POSSIBLE UNDER COVID RESTRICTIONS. ZOOM, EMAIL AND PHONE CALLS WERE USED EFFECTIVELY TO COMPENSATE. IN COLLABORATION WITH THE COLLIER COMMUNITY FOUNDATION (CCF), (SEE SCH I) AND USING FUNDS RAISED SOLELY BY THE FOUNDATION, WE AWARDED THIRTEEN ANNUALLY RENEWABLE SCHOLARSHIPS IN 2021. SEVEN WENT TO NEW STUDENTS AND SIX WENT TO PRIOR AWARDEES WHO REAPPLIED IN ORDER TO COMPETE FOR THE HIGHER SCHOLARSHIP AWARDS OFFERED AT A HIGHER CURRENT STANDARD ($6,000 PER SCHOLASTIC YEAR). (CONTINUED ON SCHEDULE O)RECIPIENTS WERE ALL EMPLOYEES OR DEPENDENTS OF EMPLOYEES 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. 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 FOUNDATION. AWARDEES WERE SELECTED VIA APPLICATIONS SCORED ON A MATRIX DEVELOPED COOPERATIVELY BY THE TWO ORGANIZATIONS. AWARDEES MAY RECEIVE ANNUAL RENEWALS UNTIL THEIR ORIGINAL COURSES OF STUDY ARE COMPLETED. OUR "BENTLEY WINGS" COMPETITIVE SCHOLARSHIP PROGRAM IS THE LARGEST PROGRAM ADMINISTERED BY CCF. MANY AWARDEES HAVE GRADUATED. 85 SCHOLARS HAVE RECEIVED AWARDS SINCE INCEPTION IN 2016. OUR PROGRAM IS ALSO THE ONLY ONE TO GUARANTEE ITS STUDENTS ANNUAL RENEWAL AVAILABILITY. ENDOWMENT FOR THE SCHOLARSHIP PROGRAM WAS INCREASED IN 2021. AT 12/31/21, THE FOUNDATION HAD COMMITTED $834,982 TO SUPPORT OUR CURRENT SCHOLARSHIP RECIPIENTS THROUGH THE COMPLETION OF THEIR COURSES OF STUDY. 86104 20000 17926 SPECIAL PROGRAMS: DUE TO ONGOING COVID RESTRICTIONS, PROGRAMS IN OUR FACE-TO-FACE AND GROUP ACTIVITIES WERE CURTAILED AND, IN SOME CASES, COMPLETELY DISCONTINUED UNTIL LATER IN THE YEAR. MUSIC, MEMORY AND MINDFULNESS PROGRAMS RESTARTED ON A LIMITED BASIS BEGINNING IN AUGUST. PLANS ARE UNDERWAY TO BRING THESE UP TO NORMAL LEVEL IN THE FALL OF 2022 IF COVID REMAINS CONTAINABLE. LARGE PRINT LIBRARY ASSISTANCE TO ASSIST QUARANTINED RESIDENTS IN RESTRICTED BUILDINGS WAS CONTINUED IN 2021. THIS BENEFITED THE 150 PATIENTS IN THOSE FACILITIES. (CONTINUED ON SCHEDULE O)THE FOUNDATION AGAIN CONTRACTED WITH FLORIDA GULF COAST UNIVERSITY TO OFFER AN INCREASED LECTURE SERIES FOR RENAISSANCE ACADEMY, ITS ADULT LEARNING PROGRAM IN SOUTHWEST FLORIDA. COVID FORCED DISCONTINUANCE OF PUBLIC LECTURES. FUNDING ASSISTED THEM TO BRING THE SERIES BY ZOOM TO PARTICIPANTS. NO STATISTICS HAVE BEEN PROVIDED REGARDING THE NUMBER OF PARTICIPANTS THEY SERVED DURING THE PERIOD. A $20,000 AWARD WAS MADE TO THE NAPLES SENIOR CENTER FOR USE IN THEIR EXTENSIVE ART THERAPY PROGRAM FOR SENIORS IN THE NAPLES-METRO AREA. DUE A MAJOR CAMPUS CONSTRUCTION PROJECT AND CONTINUED COVID RESTRICTIONS, OUR THRIFT SHOP LEASE WAS TERMINATED. NO OTHER SUITABLE ON CAMPUS PROPERTY WAS AVAILABLE. AS A RESULT, ACTIVITIES SUPPORTED BY THE THRIFT SHOP WERE TERMINATED. REMAINING INVENTORY WAS TRANSFERRED TO SEVERAL SOUTHWEST FLORIDA AREA 501(C)(3)S. AWARDS ALREADY APPROVED BY THE TRUSTEES BASED ON APPROPRIATENESS FOR THE TARGET POPULATION AND IN KEEPING WITH THE FOUNDATION'S MISSION AND PURPOSES AS WELL AS AVAILABLE FUNDING DURING THIS TERMINATION YEAR WERE PAID OUT BY YEAR END. MOST NOTABLE WERE THE LITERACY AND CITIZENSHIP PROGRAMS. THE FOUNDATION IS REEVALUATING ITS SERVICE PLAN IN LIGHT OF THIS CLOSURE THROUGH ITS STRATEGIC PLANNING PROCESS TO ADDRESS THE IMPACT OF THIS MAJOR CHANGE AND ITS EFFECT ON SPECIAL PROGRAMS. 261545 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 10 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X THOMAS LYNCH 6128408389 701 RETREAT DRIVE STE 400 NAPLES FL 34110 X THOMAS LYNCH VICE PRESIDENT 25.00 X X 0 0 0 DIANE J MCNULTY TREASURER 21.00 X X 0 0 0 BRIAN HITCH PRESIDENT 19.00 X X 0 0 0 SUSAN A GOODWIN PHD SECRETARY 10.00 X X 0 0 0 BILL GRAFSTROM TRUSTEE 8.00 X 0 0 0 DIANE V HALAS PRESIDENT EMERITUS 5.00 X X 0 0 0 BARBARA MOHAJERY TRUSTEE 3.00 X 0 0 0 SUSAN LAKE TRUSTEE 3.00 X 0 0 0 PAUL THEADO TRUSTEE 3.00 X 0 0 0 MARCIA COURTNEY TRUSTEE 2.00 X 0 0 0 CYNTHIA G CARLSON TRUSTEE 1.00 X 0 0 0 PAT SMART TRUSTEE 1.00 X 0 0 0 PAUL F CICCARELLI TRUSTEE 1.00 X 0 0 0 SANDRA TURNER TRUSTEE 1.00 X 0 0 0 JEANNETTE M BOUCHER TRUSTEE 1.00 X 0 0 0 T EUGENE BLANCHARD TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 63465 507031 7586 570496 BENTLEY VILLAGE THRIFT 453310 17926 17926 17926 22171 22171 15164 1999 13165 13165 13165 9265 63465 5471 3794 3794 23830 12417 11413 11413 638965 17926 0 50543 195000 195000 1575 1575 8738 8738 7426 7426 5000 5000 533 283 250 2791 1039 1376 376 2646 2646 650 650 731 655 76 8979 8979 5060 314 4746 THRIFT SHOP AWARDS 28848 28848 SPECIAL PROJECTS- ASSIS 25613 25613 PRINTING AND COPYING 2667 2667 SUPPLIES 1719 164 978 577 1788 1788 299764 261545 34599 3620 52722 95913 248324 348126 693 899 116284 14676 105108 101608 970482 1330512 1377329 1877058 12492 4040 12492 4040 X 1242949 1728577 121888 144441 1364837 1873018 1377329 1877058 339201 168980 0 X 0 0 0 X 319382 323012 413785 389385 570496 2016060 319382 323012 413785 389385 570496 2016060 402402 1613658 769 4818 15327 16275 22171 59360 4937 2344 380 15207 22868 2098288 198687 0.76900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2017 AMOUNT: $ 4,937. 2018 AMOUNT: $ 2,344. 2020 AMOUNT: $ 380. 2021 AMOUNT: $ 15,207. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 970482 163595 203861 7426 1330512 781819 73548 121818 6703 970482 289341 387394 109548 4464 781819 315625 -25201 1083 289341 1.00000 1 0 116284 14676 101608 101608 CFCC SCHOLARSHIP ENDOWMENT FUND 748537 F CFCC BLANCHARD ENDOWMENT 76322 F CFCC ERICKSON SCHOLARSHIP ENDOWMENT 68119 F CFCC GENERAL ENDOWMENT 287648 F CFCC FRIENDS ENDOWMENT FUND 149886 F 1330512 SCHEDULE D, PART V, LINE 4 BOARD DESIGNATED OR QUASI-ENDOWMENTS 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 THE FUNDS AND THE RESTRICTION CAN BE TEMPORARY OR PERMANENT. THE GOVERNING BOARD HAS THE RIGHT TO DECIDE AT ANY TIME TO EXPEND THE FUNDS. PERMANENT ENDOWMENTS ARE ENDOWMENT FUNDS THAT ARE ESTABLISHED BY DONOR-RESTRICTED GIFTS AND ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME, WITH THE STIPULATION THAT PRINCIPAL MUST BE INVESTED AND KEPT INTACT IN PERPETUITY, WHILE ONLY THE INCOME GENERATED CAN BE USED BY THE ORGANIZATION. NONE IN 2021. TERM ENDOWMENTS ARE ENDOWMENT FUNDS THAT ARE ESTABLISHED BY DONOR-RESTRICTED GIFTS AND ARE MAINTAINED TO PROVIDE A SOURCE OF INCOME FOR EITHER A SPECIFIED PERIOD OF TIME OR UNTIL A SPECIFIED EVENT OCCURS. THESE ARE TEMPORARILY RESTRICTED ENDOWMENTS. NONE IN 2021. DOLLARS FOR SCHOLARS 72730 63465 9265 2388 575 2508 72730 63465 9265 2388 575 2508 5471 3794 23830 11413 1004 0 23830 11413 1004 12417 11413 FL 0 0 0 0 1.00000 DIANE MCNULTY 701 RETREAT DRIVE STE 400 NAPLES FL 34110 0 0 1 COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 522396243 501(C)(3) 175000 0 N/A N/A SCHOLARSHIPS NAPLES SENIOR CENTER 5025 CASTELLO DR NAPLES FL 34103 453980909 501(C)(3) 20000 0 N/A N/A FOR USE IN THEIR EXTENSIVE 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 4 MEMBERS FROM FROM CCF. SELECTIONS ARE MADE ACCORDING TO IRS GUIDELINES. SCHOLARSHIPS ARE DISBURSED BY CCF AND MAY BE USED IN CERTIFIED US PROGRAMS OF STUDY AT UNIVERSITIES, COLLEGES, AND TRADE CERTIFICATION PROGRAMS. ALL STUDENT PROGRESS IS MONITORED BY CCF. 7 RENEWABLE SCHOLARSHIPS WERE AWARDED IN 2021. FORM 990, PART III, LINE 3 DUE TO COVID RESTRICTIONS AND A CAMPUS CONSTRUCTION PROJECT, THE THRIFT SHOP LEASE AND RELATED ACTIVITIES WERE TERMINATED BY THE END OF THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA AND IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS AND STATE OF FLORIDA. THE FORM 990 FILING IS SUBJECT TO PUBLIC INSPECTION. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTATION HAS BEEN MADE AVAILABLE AS REQUIRED BY FLORIDA STATUTES AND IS ON THE DIVISION OF COMMERCE SERVICES WEBSITE. ALL OF OUR SOLICITATIONS DISCLOSE OUR EXEMPT STATUS AND CHARITABLE REGISTRATION #CH47269.