2025-09-02T13:45:27-05:00 2024-12-31 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2024-01-01 811204274 BENTLEY VILLAGE FOUNDATION INC BENT 2392384208 701 RETREAT DRIVE 400 NAPLES FL 34110 STEPHEN M ARONSON TREASURER 2392384208 2025-08-25 1 1 BRIAN CARTER P00536712 9417474483 2025-08-25 2024 2025-03-06 01:10:19Z WAYNE ANTWORTH 701 RETREAT DRIVE 400 NAPLES FL 34110 818910 0 X WWW.BENTLEYVILLAGEFOUNDATION.ORG X 2016 FL TO ENHANCE THE LIVES OF THOSE IN COLLIER COUNTY & SW FLORIDA THROUGH PHILANTHROPY & SCHOLARSHIPS. 14 14 1 61 0 0 439057 644782 0 0 50365 122752 17171 -2472 506593 765062 143400 185000 0 0 0 42313 0 0 34526 199179 181441 342579 408754 164014 356308 2120405 2585748 12484 13197 2107921 2572551 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 355167 185000 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 FIVE REPRESENTATIVES OF CCF. SINCE 2016, BVF HAS AWARDED " BENTLEY WINGS " COMPETITIVE SCHOLARSHIPS TO 89 STUDENTS ALLOWING STUDENTS TO PURSUE THEIR CAREER EDUCATIONAL GOALS AND IS THE LARGEST PROGRAM ADMINISTERED BY CCF. ALL SCHOLARSHIP FUNDS ARE DISBURSED DIRECTLY FROM COLLIER COMMUNITY FOUNDATION TO THE EDUCATIONAL INSTITUTIONS PER A WRITTEN AGREEMENT BETWEEN CCF AND THE BVF. AWARDEES ARE 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 (CONTINUED AT SCHEDULE O) UP TO SIX ANNUAL RENEWALS. THE APPLICATIONS ARE CONSIDERED FOR THE "BENTLEY WINGS" SCHOLARSHIP, PLUS 70 ADDITIONAL SCHOLARSHIPS AVAILABLE FROM CCF. 355167 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 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 6 0 1 1 1 0 0 0 0 0 0 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 X X THE ORGANIZATION 2392384208 701 RETREAT DRIVE 400 NAPLES FL 34110 X WAYNE ANTWORTH PRESIDENT 10.00 X X 0 0 0 WILLIAM WELBOURN VICE PRESIDENT 5.00 X X 0 0 0 CHASE BROOKE TREASURER 10.00 X X 0 0 0 KEN LAMOTTE SECRETARY AS OF 07/24 5.00 X X 0 0 0 WILLIAM BRETZ ASSISTANT TREASURER 5.00 X 0 0 0 SHARON BAILEY TRUSTEE 2.00 X 0 0 0 CYNTHIA G CARLSON TRUSTEE 2.00 X 0 0 0 PAUL CICCARELLI TRUSTEE 2.00 X 0 0 0 JOAN FREY TRUSTEE 2.00 X 0 0 0 WILLIAM GRAFSTROM SECRETARY TO 07/24 2.00 X X 0 0 0 DIANE V HALAS TRUSTEE 2.00 X 0 0 0 SUE LEONARD TRUSTEE 2.00 X 0 0 0 RICHARD NORTZ TRUSTEE 2.00 X 0 0 0 WENDY WILTSE TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 180534 464248 644782 38825 38825 83927 0 83927 83927 83927 30886 180534 47162 -16276 -16276 20490 6686 13804 13804 765062 0 0 120280 185000 185000 39267 18848 2356 18063 3046 1462 183 1401 1180 1180 26641 26641 9127 9127 9996 4118 552 5326 21574 8273 5881 7420 8998 8998 7293 6054 145 1094 SPECIAL PROJECT 94593 94593 BANK FEES 1541 319 1222 MISCELLANEOUS 288 288 COMMUNICATIONS 210 210 408754 355167 19061 34526 304435 254340 452257 10015 116284 93321 82311 22963 1524493 1271387 783952 2120405 2585748 10973 13197 1511 0 12484 13197 X 1446427 382903 661494 2189648 2107921 2572551 2120405 2585748 X 356308 158672 -50350 X X 0 1 X 1 0 X 389385 570496 448705 439057 644782 2492425 389385 570496 448705 439057 644782 2492425 163183 2329242 16275 22171 24334 25771 38814 127365 380 15207 12393 27980 2647770 212922 0.87970 0.83040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1271387 100000 16783 1202723 185447 1062580 2500 214025 7718 1271387 1330512 1878 -205954 56000 7856 1062580 970482 163595 203861 7426 1330512 781819 73548 121812 6703 970476 0.00000 0.80890 0.19110 1 0 116284 93321 22963 22963 INVESTMENT FUNDS HELD AT COLLIER COMMUNITY FOUNDATION 783952 F 783952 X 914607 158672 158672 755935 9127 9127 765062 399627 0 399627 9127 9127 408754 PART V, LINE 4: THE FOUNDATION MAINTAINS ENDOWMENT FUNDS FOR CERTAIN SCHOLARSHIPS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT FOUNDATION EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). HOWEVER, THE FOUNDATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. IT IS THE FOUNDATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE FOUNDATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 1F: A PUBLIC ACCOUNTING FIRM AUDITED THE ORGANIZATION FOR THE YEAR ENDING DECEMBER 31, 2024. DURING THE AUDIT, THE PREVIOUSLY REPORTED ENDOWMENT FUNDS WERE REVIEWED AND ADJUSTED TO THE CORRECTED AMOUNTS. DOLLARS FOR SCHOLARS 154430 123544 30886 800 6800 788 6026 OPERA, BOOTS & BLING 56990 56990 5750 4525 22473 211420 180534 30886 800 12550 5313 28499 47162 -16276 20490 5500 1186 0 20490 5500 1186 6686 13804 0 0 0 0 1.00000 THE ORGANIZATION 701 RETREAT DRIVE NAPLES FL 34110 0 0 1 COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE RD SUITE 200 NAPLES FL 34108 522396243 501(C)(3) 185000 0 SCHOLARSHIPS 1 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 4 REPRESENTATIVES FROM THE BENTLEY VILLAGE FOUNDATION (BVF) AND 5 REPRESENTATIVES 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 61 VOLUNTEERS LOGGED IN OVER 9,275 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 AND MEMBERS OF COMMITTEES, ANNUALLY SIGNS A A POLICY STATING: 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 STATUTES IS AVAILABLE ON THE "DIVISION OF COMMERCE SERVICES" WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: DEPRECIATION ADJUSTMENTS -50,350. FORM 990, PART XII, LINE 2C: A PUBLIC ACCOUNTING FIRM AUDITED THE ORGANIZATION FOR THE YEAR ENDING DECEMBER 31, 2024. THERE WAS NO AUDIT IN THE PREVIOUS YEAR.