CHARLES AND MARGERY BARANCIK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARGERY BARANCIK FOUNDATION (EIN 36-3442474)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-01
- IRS object ID
- 202412759349101016
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-01T14:56:31+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842953567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TrimnerBeckham PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 Tysons Blvd Ste 1500 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363442474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles & Margery Barancik Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 8134860083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Boulevard 500 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ev Bosque | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8134860083 | PhoneNum |
| Signature | 2024-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Trimner | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 7036631756 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $624,451,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,529,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,529,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,902,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,767 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $29,772,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,772,485 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $819,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $95,475 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $724,025 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $712,552 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $712,552 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $307,548 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,332 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $285,216 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,442 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,733 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $279,692 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $387,655 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152,751 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $128,785 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $128,785 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $61,027 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,509 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,017 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $133,795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,612,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,448,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,033,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,636,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,646,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,085,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,126,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,364,536 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,353,722 | CashBOYAmt |
| Cash EOY | $27,033 | CashEOYAmt |
| Cash EOYFMV | $27,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,248,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,248,085 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $411,200,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,406,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $495,824,056 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,233,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $134,232,583 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $125,352,325 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $559,787,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $561,914,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $624,451,499 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $559,787,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $561,914,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,787,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $561,914,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,787,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $561,914,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,787,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,126,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $561,914,264 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $561,914,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities (with various purchase and sale dates) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $38,902,950 | GrossSalesPriceAmt |
| Cost Or Other Basis | $38,727,183 | CostOrOtherBasisAmt |
| Gain Or Loss | $175,767 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $175,767 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,767 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199,667 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $199,667 | SubtotalAmt |
| Tax Based On Investment Income | $199,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $24,667 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $199,667 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BarancikFoundation.org | WebsiteAddressTxt |
| Individual With Books | Ev Bosque | IndividualWithBooksNm |
| Phone | 8134860083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Boulevard 500 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Scott J Barancik | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Hosana Fieber | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Lisa M Hise | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Stephanie Jones | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Gerald R Lubin | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Wendy Roseth | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Rebecca H Barancik | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Chair | 10.000 | $0 | $0 | $0 |
| Michael E Gronli | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Deborah K Hanson | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Laura Kingsley | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Evelio I Bosque | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | CFO / Treasurer | 40.000 | $264,891 | $12,875 | $0 |
| Teri A Hansen | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | President / CEO | 40.000 | $439,103 | $30,000 | $0 |
| Jessica B Polk | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Secretary | 40.000 | $93,430 | $5,793 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| John F Annis | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | SVP | 40.000 | $267,500 | $30,000 | $0 |
| Kelly A Romanoff | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Impact Officer | 40.000 | $178,901 | $7,750 | $0 |
| Mathew E Sauer | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Impact Officer | 40.000 | $107,298 | $3,152 | $0 |
| Greg Luberecki | |||||||||
| 1515 Ringling Boulevard | 500 | Sarasota | FL | 34236 | Comms Officer | 40.000 | $46,111 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Vanguard Investment Management | |||||
| 400 Devon Park Drive | Wayne | PA | 19087 | Investment Management | $279,692 |
| Marketing for Change Co | |||||
| 110 South Columbus St | Alexandria | VA | 22314 | Grant Consulting | $174,453 |
| Flourish Health Consulting LLC | |||||
| 7309 Delfield Street | Chevy Chase | MD | 20815 | Grant Consulting | $98,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $568,364,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,910,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $572,274,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $572,274,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,584,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $563,690,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,184,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,184,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199,667 | TotalTaxAmt |
| Distributable Before Adj | $27,984,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,984,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,984,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,085,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,085,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,984,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,876,471 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,085,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,876,471 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $27,775,984 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (267 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Academy Prep Center of St Petersburg | ||||||||
| 2301 22nd Ave S | Saint Petersburg | FL | 33712 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Adventure For All Corporation | ||||||||
| 650 Central Avenue Apartment C | Sarasota | FL | 34236 | None | PC | To support organization's Adventure Biking Program. | $106,800 | |
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | None | PC | To expand food insecurity screening programs in Sarasota and DeSoto counties. | $814,736 | |
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | None | PC | To support the Campaign Against Summer Hunger, which provides food and funds to feed children over the summer months. | $50,000 | |
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | None | PC | To support the organization's operational and/or fundraising efforts. | $19,500 | |
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | None | PC | To support the organization's produce programs that provide fresh fruit and vegetables to neighbors struggling with hunger. | $5,000 | |
| All Star Children's Foundation | ||||||||
| 3300 17th Street | Sarasota | FL | 34235 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| American Jewish Committee | ||||||||
| 1605 Main Street 612 Suite 612 | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | |
| Arts Conservatory for Teens | ||||||||
| PO Box 35424 | St Petersburg | FL | 33705 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | To further Asolo Rep's commitment to ensuring our community's young people, from all backgrounds, can experience the power of live theatre and artistic education. | $75,000 | |
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | To support the organization's operational and/or fundraising efforts. | $145,000 | |
| Azara Ballet | ||||||||
| 5020 Clark Road Suite 504 | Sarasota | FL | 34233 | None | PC | To support capacity building/early operation expenses. | $100,000 | |
| Bapst Mrs Alison | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,178 | |
| Bell Dr Dylan | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,490 | |
| Big Brothers Big Sisters of the Sun Coast | ||||||||
| 1000 South Tamiami Trail Suite C | Venice | FL | 34285 | None | PC | To support new centralized headquarters and mentoring center. | $650,000 | |
| Blount Ms Brianna | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Bounce Children's Foundation | ||||||||
| 255 Birchwood Avenue | Deerfield | IL | 60015 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Boys & Girls Club of the Muskegon Lakeshore | ||||||||
| PO Box 1018 | Muskegon | MI | 49443 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Boys & Girls Clubs of Manatee County | ||||||||
| PO Box 280 | Bradenton | FL | 34206 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | None | PC | To support salary increases and teen programming. | $300,000 | |
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | None | PC | To support the organization's operational and/or fundraising efforts. | $32,500 | |
| Bridge a Life | ||||||||
| 9015 Town Center Parkway Suite 126 | Lakewood Ranch | FL | 34202 | None | PC | To support foster and adoptive families. | $145,000 | |
| Brody Ms Holly | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Brotherhood of Men Mentor Group | ||||||||
| PO Box 51891 | Sarasota | FL | 34232 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Carter Mrs Kristen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Catherine's Health Center | ||||||||
| 1211 Lafayette Avenue NE | Grand Rapids | MI | 49505 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| CenterPlace Health | ||||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | None | PC | To expand access to healthcare and health literacy. | $75,000 | |
| CenterPlace Health | ||||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | None | PC | To support affordable healthcare to a diverse population. | $650,000 | |
| CenterPlace Health | ||||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Chelsie Jacob | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Chicago Botanic Garden | ||||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | None | PC | To support program and share best practices with Sarasota County. | $100,000 | |
| Chicago Botanic Garden | ||||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | None | PC | To support the organization's operational and/or fundraising efforts. | $4,000 | |
| Chicago Botanic Garden | ||||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | None | PC | To support the Science Career Continuum, which connects students from Chicago Public Schools with environmental-science education and training programs at the Garden. | $25,000 | |
| Chicago Zoological Society | ||||||||
| Brookfield Zoo 3300 Golf Road | Brookfield | IL | 60513 | None | PC | To support the Sarasota Dolphin Research Program as it engages in conservation work to better understand and benefit the long-term resident dolphins of Sarasota Bay and our shared ecosystem. | $500,000 | |
| Child Protection Center | ||||||||
| 720 South Orange Avenue | Sarasota | FL | 34236 | None | PC | To support prevention, intervention and treatment of child abuse. | $450,000 | |
| Child Protection Center | ||||||||
| 720 South Orange Avenue | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Children First | ||||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | None | PC | To expand parenting education, family advocacy and vocational coaching services to families whose children attend Children First. | $183,500 | |
| Children First | ||||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $27,500 | |
| Citizens for Conservation | ||||||||
| 459 West Highway 22 | Barrington | IL | 60010 | None | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | |
| Climate Adaptation Center | ||||||||
| 111 South Pinapple Avenue Unit 911 | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $1,500 | |
| Clothes to Kids | ||||||||
| 2168 34th Street South | St Petersburg | FL | 33711 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Community Action Stops Abuse | ||||||||
| PO Box 414 | St Petersburg | FL | 33731 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Community Food Club | ||||||||
| 1100 Division Avenue South | Grand Rapids | MI | 495071024 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Conner Mr Joseph | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Conservation Foundation of the Gulf Coast | ||||||||
| PO Box 902 | Osprey | FL | 34229 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Conway Mrs Elise | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $10,948 | |
| Cramer Mrs Karen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| CreArte Latino Cultural Center | ||||||||
| 8251 15th Street East Suite i | Sarasota | FL | 34243 | None | PC | to fund Founder's presentation at Florida Philanthropic Network. | $700 | |
| CreArte Latino Cultural Center | ||||||||
| 8251 15th Street East Suite i | Sarasota | FL | 34243 | None | PC | To support capacity building. | $126,000 | |
| Daniel Mrs Kate | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,515 | |
| Daughtry Ms Amanda | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,066 | |
| Davida Dagan | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Daystar Life Center | ||||||||
| 1055 28th St S | St Petersburg | FL | 33712 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Dembinski Ms Mary | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,648 | |
| Designing Women's Boutique | ||||||||
| 1226 N Tamiami Trail Suite 101 | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| DeSoto County Sheriff's Office | ||||||||
| 208 East Cypress Street | Arcadia | FL | 34266 | None | GOV | To create a fund that provides personal items and other services to inmates returning to the community. | $10,000 | |
| Diana Eidel | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Dougherty Mrs Kathryn | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,935 | |
| Dutkiewicz Mr Michael | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Early Learning Coalition Of Sarasota County | ||||||||
| 1750 17th Street Building L | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $1,000 | |
| Easterseals Southwest Florida | ||||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | None | PC | To provide support for the creation of the Autism Center of Excellence. | $87,500 | |
| Easterseals Southwest Florida | ||||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | None | PC | To support autism services. | $500,000 | |
| Easterseals Southwest Florida | ||||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Education Foundation of Sarasota County | ||||||||
| 1960 Landings Boulevard Suite 120 | Sarasota | FL | 34231 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Education Foundation of Sarasota County | ||||||||
| 1960 Landings Boulevard Suite 120 | Sarasota | FL | 34231 | None | PC | To support the Stop-Out Student and Summer Melt Initiative. | $20,000 | |
| Elizabeth Donofrio | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Embracing Our Differences | ||||||||
| PO Box 2559 | Sarasota | FL | 342302559 | None | PC | To expand education programming to serve more teachers and students in Sarasota and Manatee County schools and hire additional staff to support these projects. | $100,000 | |
| Embracing Our Differences | ||||||||
| PO Box 2559 | Sarasota | FL | 342302559 | None | PC | To support the organization's operational and/or fundraising efforts. | $20,000 | |
| Emerge Sarasota | ||||||||
| 850 South Tamiami Trail 428 | Sarasota | FL | 34236 | None | PC | to fund Founder's presentation at Florida Philanthropic Network. | $251 | |
| Emerge Sarasota | ||||||||
| 850 South Tamiami Trail 428 | Sarasota | FL | 34236 | None | PC | To improve the relationship between our community at large and Black and Indigenous young professionals. | $53,550 | |
| Equality Florida Institute | ||||||||
| PO Box 13184 | St Petersburg | FL | 33733 | None | PC | To support LGBTQ parents, children, and other youth. | $250,000 | |
| Faith and Action for Strength Together | ||||||||
| PO Box 10421 | St Petersburg | FL | 33733 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Feeding Tampa Bay | ||||||||
| 4702 Transport Drive Building 6 | Tampa | FL | 33605 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Ferguson Mr Timothy | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| First Step of Sarasota | ||||||||
| 4579 Northgate Court | Sarasota | FL | 34234 | None | PC | To support the No-Wrong Door strategy. | $1,000,000 | |
| First Step of Sarasota | ||||||||
| 4579 Northgate Court | Sarasota | FL | 34234 | None | PC | To support the organizations expanded use of Unite Us. | $30,000 | |
| Florida Community Health Worker Coalition | ||||||||
| PO Box 5802 | Tallahassee | FL | 323101269 | None | PC | To support training for local community health workers to get certified. | $3,809 | |
| Florida Gulf Coast University Foundation | ||||||||
| 10501 FGCU Boulevard South | Fort Myers | FL | 33965 | None | GOV | To provide Florida Gulf Coast University with Barancik Foundation Emerging Educators Scholarships. | $50,000 | |
| Florida Philanthropic Network | ||||||||
| 12191 West Linebaugh Avenue Suite 6 | Tampa | FL | 33626 | None | PC | To advance education access and quality through the Florida Philanthropic Network Education Funder's Group. | $5,000 | 26 |
| Florida Philanthropic Network | ||||||||
| 12191 West Linebaugh Avenue Suite 6 | Tampa | FL | 33626 | None | PC | To support the organization's operational and/or fundraising efforts. | $16,000 | 26 |
| Florida Policy Institute | ||||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | None | PC | To support a position focused on housing. | $230,000 | |
| Florida Policy Institute | ||||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | None | PC | Unrestricted funding to allow the organization to advance their mission and work. | $175,000 | |
| Florida State University Foundation | ||||||||
| 325 West College Avenue | Tallahassee | FL | 32301 | None | PC | To support the Pre-Med Mentoring and Academic Enrichment Program in Sarasota County. | $42,903 | |
| Florida Studio Theatre | ||||||||
| 1241 North Palm Avenue | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Friends of the Myakka River | ||||||||
| 13208 State Road 72 | Sarasota | FL | 342419546 | None | PC | To support the organization's operational and/or fundraising efforts. | $60,000 | |
| Frost Dr LaShawn | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,497 | |
| FSUAsolo Conservatory for Actor Training | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | To support outdoor Shakespeare performance at The Ringling. | $20,000 | |
| FUNducation | ||||||||
| 12009 Popash Glen | Lakewood Ranch | FL | 342022825 | None | PC | To support capacity building. | $150,000 | |
| Gamma Xi Boule Foundation | ||||||||
| PO Box 20117 | Bradenton | FL | 34204 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | For the 2023 Annual August Match Campaign, which provides scholarship funds for at-risk girls to participate in the organization's educational and character-building programs. | $50,000 | |
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | To support the Family Strengthening Program interventions. | $213,325 | |
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | To support the organization's operational and/or fundraising efforts. | $43,500 | |
| Grantmakers for Effective Organizations | ||||||||
| 1310 L St NW Suite 650 | Washington | DC | 20005 | None | PC | To support the organization's operational and/or fundraising efforts. | $8,500 | |
| Green Ms Tara | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Gulf Coast Community Foundation | ||||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To sponsor the Barancik PINC Scholars program, to scholarship 10 students and 10 teachers that the students select to attend the day-long speaker and creativity event, PINC. | $10,000 | |
| Gulf Coast Jewish Family & Community Services | ||||||||
| 14041 Icot Boulevard | Clearwater | FL | 33760 | None | PC | To support the organization's operational and/or fundraising efforts. | $20,000 | |
| Gulf Coast Medical Society | ||||||||
| PO Box 51593 | Sarasota | FL | 34232 | None | PC | To support the organization's operational and/or fundraising efforts. | $1,500 | |
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | None | PC | To support capacity building. | $600,000 | |
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | None | PC | To support expanded use of Unite Us in region. | $700 | |
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | None | PC | To support the organization as it expands its facilities and service offerings. | $250,000 | |
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | None | PC | To support the organization's operational and/or fundraising efforts. | $33,000 | |
| Haughey Erin | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,505 | |
| Healthy Start Coalition of Sarasota County | ||||||||
| 1750 17th Street Building A | Sarasota | FL | 34234 | None | PC | To support prenatal and postpartum support and education for Spanish-speaking women in Sarasota County. | $70,000 | |
| Healthy Teens | ||||||||
| 1023 Manatee Avenue West Suite 306 | Bradenton | FL | 34205 | None | PC | To support current operations and Sarasota expansion. | $150,000 | |
| Henderson Ms Dena | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $10,797 | |
| Hermitage Artist Retreat | ||||||||
| 6630 Manasota Key Road | Englewood | FL | 34223 | None | PC | To support adults seeking to improve their mental health. | $2,500 | |
| Hermitage Artist Retreat | ||||||||
| 6630 Manasota Key Road | Englewood | FL | 34223 | None | PC | To support organizational capacity building. | $400,000 | |
| Hermitage Artist Retreat | ||||||||
| 6630 Manasota Key Road | Englewood | FL | 34223 | None | PC | To support the organization's operational and/or fundraising efforts. | $13,500 | |
| Hillels of the Florida Suncoast | ||||||||
| 13101 USF Sycamore Drive | Tampa | FL | 33620 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Holly DeWitt | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Hope Incorporated | ||||||||
| 1200 North Country Club Road | Tucson | AZ | 85716 | None | PC | To support the organization's operational and/or fundraising efforts. | $1,000 | |
| Hunt Mrs Chrystal | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| J5 Experience | ||||||||
| 2700 Leon Avenue | Sarasota | FL | 34234 | None | PC | To support organizational capacity building. | $75,000 | |
| Jewish Family & Children's Service of the Suncoast | ||||||||
| 2688 Fruitville Road | Sarasota | FL | 34237 | None | PC | To support Jewish Family & Children's Service of the Suncoast's implementation of Unite Us throughout their programs. | $25,480 | |
| Jewish Family & Children's Service of the Suncoast | ||||||||
| 2688 Fruitville Road | Sarasota | FL | 34237 | None | PC | To support the organization's operational and/or fundraising efforts. | $30,000 | |
| Jewish United Fund | ||||||||
| 30 South Wells Street | Chicago | IL | 60606 | None | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | |
| Kimberly Hunt | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Kim's Krew | ||||||||
| 8208 Cortez Road W Suite 6 | Bradenton | FL | 34210 | None | PC | To build capacity at organization including facility upgrades. | $50,000 | |
| King Ms Laura | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $8,815 | |
| Kinkin Mrs Kristen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,178 | |
| Lake County Veterans and Family Services Foundation | ||||||||
| 100 South Atkinson Road Suite 110 | Grayslake | IL | 60030 | None | PC | To support the organization's operational and/or fundraising efforts. | $4,000 | |
| Legal Aid of Manasota | ||||||||
| 1900 Main Street Suite 302 | Sarasota | FL | 34236 | None | PC | To provide legal services to residents impacted by Hurricane Ian | $89,890 | |
| Library Foundation for Sarasota County | ||||||||
| PO Box 17903 | Sarasota | FL | 34276 | None | PC | To support the organization's operational and/or fundraising efforts. | $6,500 | |
| Links to Success | ||||||||
| PO Box 864 | Arcadia | FL | 34265 | None | PC | To support organizational capacity building. | $155,000 | |
| Manasota ASAHL | ||||||||
| PO Box 2356 | Sarasota | FL | 34230 | None | PC | to support educational programming | $10,000 | |
| Manasota ASAHL | ||||||||
| PO Box 2356 | Sarasota | FL | 34230 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,000 | |
| Manatee County Sheriff's Office | ||||||||
| 600 Highway 301 Boulevard West | Bradenton | FL | 34205 | None | GOV | To support reentry navigators. | $192,639 | |
| Manatee Education Foundation | ||||||||
| 1023 Manatee Avenue West Suite 215 | Bradenton | FL | 34205 | None | PC | To support student/family needs in Manatee County. | $150,000 | |
| Margwine Organization | ||||||||
| PO Box 1486 | Sarasota | FL | 342301486 | None | PC | To support capacity building. | $50,000 | |
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | None | PC | To recognize and celebrate the early learning educators in Sarasota County. | $20,396 | |
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $47,750 | |
| Marjorie Smith | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Markley Mrs Debra | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Meals on Wheels of Sarasota | ||||||||
| 421 North Lime Avenue | Sarasota | FL | 34237 | None | PC | To support capacity building efforts to feed more home-bound residents. | $130,000 | |
| Menorah Life Foundation | ||||||||
| 255 59th Street North | St Petersburg | FL | 33710 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Miller Mrs Michelle | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Mills Mrs Carrie | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| MLB of Glenview Public Charity | ||||||||
| 1200 Central Avenue Suite 350 | Wilmette | IL | 600912687 | None | PC | To support the organization's operational and/or fundraising efforts. | $6,000 | |
| More Too Life | ||||||||
| 2975 Bee Ridge Road Suite D | Sarasota | FL | 34239 | None | PC | To support efforts to prevent human trafficking, advocate for survivors, and provide community education. | $59,507 | |
| Mote Marine Laboratory | ||||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | None | PC | To fund the Directorship of the Red Tide Institute. Mote recruited Dr. Cynthia Heil, a widely respected red tide algal bloom expert, to lead the newly created institute. | $165,309 | |
| Mote Marine Laboratory | ||||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $13,500 | |
| Mothers Helping Mothers | ||||||||
| 5933 North Washington Boulevard | Sarasota | FL | 34243 | None | PC | To build a suite of wrap-around services at the organization's Sarasota drop-in center. | $174,740 | |
| Mothers Helping Mothers | ||||||||
| 5933 North Washington Boulevard | Sarasota | FL | 34243 | None | PC | To support the organization's operational and/or fundraising efforts. | $6,000 | |
| Museum of Science and Industry of Chicago | ||||||||
| 5700 South DuSable Lake Shore Drive | Chicago | IL | 60637 | None | PC | To support the organization's operational and/or fundraising efforts. | $100,000 | |
| NAACP Empowerment Programs | ||||||||
| 4805 Mount Hope Drive | Baltimore | MD | 21215 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| National Council Of Jewish Women | ||||||||
| PO Box 3641 | Sarasota | FL | 34230 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Nations Mrs Susan | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,936 | |
| Nzeza Mr Malele | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,808 | |
| Nzeza Mrs Jennifer | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,559 | |
| Ogren Ms Elizabeth | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,928 | |
| Operation Warrior Resolution | ||||||||
| 242 South Washington Boulevard 130 | Sarasota | FL | 34236 | None | PC | To support organizational capacity building. | $150,000 | |
| Oyster River Ecology | ||||||||
| 702 Sundance Trail | Wimauma | FL | 33598 | None | PC | To support organizational capacity building. | $121,000 | |
| Parenting Matters | ||||||||
| 602 3rd Street East | Bradenton | FL | 34208 | None | PC | To allow the organization to build capacity and expand services. | $50,000 | |
| Parker Mrs Cameron | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,726 | |
| Pelosi Mrs Cynthia | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Planned Parenthood of Southwest and Central Florida | ||||||||
| 736 Central Avenue | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $8,000 | |
| Project 180 Sarasota | ||||||||
| PO Box 25684 | Sarasota | FL | 342772684 | None | PC | To support the purchase of another house. | $450,000 | |
| Project Light of Manatee | ||||||||
| 1104 14th Street West | Bradenton | FL | 34205 | None | PC | To support the advancement of adult learners through English proficiency. | $215,000 | |
| Project Prosper | ||||||||
| 13575 58th Street N Suite 107 | Clearwater | FL | 33760 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Pryer Mrs Tanya | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Quinones Dr Raul | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Ravinia Festival Association | ||||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | None | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | |
| Read Muskegon | ||||||||
| PO Box 1312 | Muskegon | MI | 49443 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Reagan Mrs Christine | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Resilient Retreat | ||||||||
| 3500 Journey Lane | Sarasota | FL | 34240 | None | PC | To provide trauma informed training and care for the staff of Planned Parenthood. | $4,150 | |
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | None | PC | To support the college's Avant Garde event, which raises scholarship funds for students. | $25,000 | |
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $47,000 | |
| Rizza Mrs Bridget | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Robert Whipple | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Roemer Ashley | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Rosander Mrs Marie | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Safe Children Coalition | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | None | PC | To support the construction of a new youth shelter for children in foster care. | $500,000 | 10 |
| Safe Children Coalition | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | 10 |
| Safe Place And Rape Crisis Center | ||||||||
| 2139 Main Street | Sarasota | FL | 34237 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Samaritan Counseling Services Of The Gulf Coast | ||||||||
| 3224 Bee Ridge Road | Sarasota | FL | 34239 | None | PC | To increase capacity and train additional mental health professionals. | $300,000 | |
| Sanchez Ms Ashley | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | Matching grant for staff recognition at Venice High School. | $1,000 | |
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | To support employee wellness and engagement at Sarasota County Schools as part of Teacher Recruitment/Retention initiative. | $30,000 | |
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | To support the organization's operational and/or fundraising efforts. | $6,500 | |
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | To support the recruitment and retainment of teachers. | $57,411 | |
| Sarasota County Sheriff's Office | ||||||||
| PO Box 4115 | Sarasota | FL | 34230 | None | GOV | To create a fund that provides personal items and other services to inmates returning to the community. | $25,000 | |
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B-4 | Sarasota | FL | 34239 | None | PC | To increase behavioral and mental health services in community. | $1,000,000 | |
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B-4 | Sarasota | FL | 34239 | None | PC | To provide match funds to support the long-term sustainability of First 1,000 Days Suncoast. | $350,000 | |
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B-4 | Sarasota | FL | 34239 | None | PC | To support the organization's operational and/or fundraising efforts. | $32,500 | |
| Sarasota Opera Association | ||||||||
| 61 North Pineapple Avenue Suite 820 | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $20,000 | |
| Sarasota Orchestra | ||||||||
| 709 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $75,000 | |
| Sarasota Orchestra | ||||||||
| 709 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | To underwrite the Sarasota Arts Leaders Retreat | $6,000 | |
| Sarasota Performing Arts Center Foundation | ||||||||
| 777 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | To sponsor free tickets for early learning and K-12 teachers to attend a performance of 'Bored Teachers' on October 13. | $10,000 | |
| Schmucker Ms Eileen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,648 | |
| School District of Manatee County | ||||||||
| 215 Manatee Avenue West | Bradenton | FL | 34205 | None | GOV | To support efforts within the school district to expand the use of Unite Us to connect more students and families to community resources. | $49,999 | |
| Science and Environment Council of Southwest Florida | ||||||||
| 1530 Dolphin Street Suite 4 | Sarasota | FL | 34236 | None | PC | To create an Environmental Action Toolkit. | $60,280 | |
| Second Chance Last Opportunity | ||||||||
| PO Box 1027 | Sarasota | FL | 34230 | None | PC | To build capacity at organization and provide emergency assistance funding. | $150,000 | |
| Second Heart Homes | ||||||||
| PO Box 3886 | Sarasota | FL | 342303886 | None | PC | To support the organization's operational and/or fundraising efforts. | $8,000 | |
| Senior Friendship Centers | ||||||||
| 1888 Brother Geenen Way | Sarasota | FL | 34236 | None | PC | For its Sustainable Solutions for Seniors program to create a revenue stream to support unpaid services for the neediest of clients. | $37,635 | |
| Serrano Mr Paulo | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Silva Mr Carlos | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Slay Mrs Michelle | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $8,326 | |
| Smith Mrs Anne | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,014 | |
| Solutions To Avoid Red Tide | ||||||||
| PO Box 642 | Tallevast | FL | 34270 | None | PC | To create a Healthy Pond Collaborative. | $106,200 | |
| Southeastern Guide Dogs | ||||||||
| 4210 77th Street East | Palmetto | FL | 34221 | None | PC | To support its Children & Teens Program. | $50,000 | |
| Southface Institute | ||||||||
| 4454 Beneva Road | Sarasota | FL | 34233 | None | PC | To conserve energy resources and help protect the environment. | $300,000 | |
| Spritzer Ms Andrea | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $11,873 | |
| SRQ Strong | ||||||||
| 520 Ralph Street | Sarasota | FL | 34242 | None | PC | To support capacity building. | $125,000 | |
| St Paul Early Childhood Learning Center | ||||||||
| 2256 Bahia Vista Street | Sarasota | FL | 34239 | None | PC | To help with repairs and support teachers & families following Hurricane Ian. | $11,000 | |
| State College of Florida Foundation | ||||||||
| 5840 26th Street West | Bradenton | FL | 34207 | None | PC | To development of an evening and weekend nursing program. | $150,000 | |
| State College of Florida Foundation | ||||||||
| 5840 26th Street West | Bradenton | FL | 34207 | None | PC | To support Teacher Recruitment and Retention efforts for Sarasota County Schools. | $45,811 | |
| State College of Florida Foundation | ||||||||
| 5840 26th Street West | Bradenton | FL | 34207 | None | PC | To support training of Elementary Educators and to increase access for underserved. | $429,445 | |
| Step Up Suncoast | ||||||||
| 6428 Parkland Drive | Sarasota | FL | 34243 | None | PC | To support capacity building efforts to assist with case management and financial support for clients. | $278,831 | |
| Suncoast Waterkeeper | ||||||||
| PO Box 1028 | Sarasota | FL | 34230 | None | PC | To build capacity, map Sarasota Bay mangroves and increase communication efforts | $175,000 | |
| Sunshine Community Compost | ||||||||
| PO Box 2101 | Sarasota | FL | 34230 | None | PC | To support education and action programs that increase composting. | $142,500 | |
| Take Stock in Children of Sarasota County | ||||||||
| PO Box 48186 | Sarasota | FL | 34230 | None | PC | To increase organizational capacity. | $200,000 | |
| Take Stock in Children of Sarasota County | ||||||||
| PO Box 48186 | Sarasota | FL | 34230 | None | PC | To support the hiring of a Scholarship Portfolio Manager to connect scholars with community resources and academic opportunities. | $50,000 | |
| Tampa Bay Abortion Fund | ||||||||
| 690 Main Street 27 | Safety Harbor | FL | 34695 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| Temple Emanu-El | ||||||||
| 151 McIntosh Road | Sarasota | FL | 34232 | None | PC | To support the Mitzvah Backpack Program, which provides backpacks filled with nutritious food to low-income children each week so they can have healthy meals over the weekend. | $10,000 | |
| Temple Emanu-El | ||||||||
| 151 McIntosh Road | Sarasota | FL | 34232 | None | PC | To support the organization's operational and/or fundraising efforts. | $500 | |
| The Academy at Glengary | ||||||||
| 1819 Glengary Street | Sarasota | FL | 34231 | None | PC | To support adults seeking to improve their mental health. | $2,500 | |
| The Academy at Glengary | ||||||||
| 1819 Glengary Street | Sarasota | FL | 34231 | None | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | |
| The Bay Park Conservancy | ||||||||
| 655 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | To support continued expansion of The Bay Park Conservancy. | $1,000,000 | |
| The Bay Park Conservancy | ||||||||
| 655 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| The Chicago Lighthouse for People Who Are Blind or Visually Impaired | ||||||||
| 1850 West Roosevelt Road | Chicago | IL | 60608 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| The Children's Movement | ||||||||
| 3250 SW 3 Avenue 6TH Floor | Miami | FL | 33129 | None | PC | To engage parents in strategies to expand quality early learning. | $225,000 | |
| The Communications Network | ||||||||
| 1717 North Naper Boulevard Suite 10 | Naperville | IL | 60563 | None | PC | To support the organizations operational and/or fundraising efforts. | $700 | |
| The Florida Center for Early Childhood | ||||||||
| 4620 17th Street | Sarasota | FL | 34235 | None | PC | To help build strong families and expand the potential of young children. | $1,430,000 | |
| The Florida Center for Early Childhood | ||||||||
| 4620 17th Street | Sarasota | FL | 34235 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| The Florida Holocaust Museum | ||||||||
| 55 5th Street South | St Petersburg | FL | 33701 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| The GlasserSchoenbaum Human Services Center | ||||||||
| 1750 17th Street Building J-1 | Sarasota | FL | 34234 | None | PC | For the organization to hire a Campus Animator to help increase relationships and collaboration between the organization's 17 human service tenants. | $50,155 | |
| The GlasserSchoenbaum Human Services Center | ||||||||
| 1750 17th Street Building J-1 | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| The Greater Sarasota Chamber of Commerce Foundation | ||||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | To support Opportunities for All. | $300,000 | |
| The Greater Sarasota Chamber of Commerce Foundation | ||||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | To support the CarreerEdge training program. | $150,000 | |
| The Greater Sarasota Chamber of Commerce Foundation | ||||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,200 | |
| The Haven | ||||||||
| 4405 DeSoto Road | Sarasota | FL | 34235 | None | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| The Jewish Federation Of Sarasota-Manatee | ||||||||
| The Larry Greenspon Family Campus f | Sarasota | FL | 34232 | None | PC | To support the organization's operational and/or fundraising efforts. | $32,500 | 580 McIntosh Road |
| The John and Mable Ringling Museum of Art Foundation | ||||||||
| 5401 Bay Shore Road | Sarasota | FL | 34243 | None | SO I | To support improvements to museum feature exhibit. | $100,000 | |
| The John and Mable Ringling Museum of Art Foundation | ||||||||
| 5401 Bay Shore Road | Sarasota | FL | 34243 | None | SO I | To support the organization's operational and/or fundraising efforts. | $10,000 | |
| The Multicultural Health Institute | ||||||||
| 1781 Dr Martin Luther King Way | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| The Payton Wright Foundation | ||||||||
| PO Box 110067 | Bradenton | FL | 34211 | None | PC | To support the organization's operational and/or fundraising efforts. | $15,000 | |
| The Sarasota Ballet | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | To support the organization's operational and/or fundraising efforts. | $60,000 | |
| The Twig Cares | ||||||||
| 826 Pinebrook Road | Venice | FL | 342852328 | None | PC | To support the expansion of operations in Venice. | $180,000 | |
| The Twig Cares | ||||||||
| 826 Pinebrook Road | Venice | FL | 342852328 | None | PC | To support the organization's operational and/or fundraising efforts. | $7,500 | |
| Transition Sarasota | ||||||||
| PO Box 1861 | Sarasota | FL | 34230 | None | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | |
| Truly Valued | ||||||||
| PO Box 381 | Palmetto | FL | 34220 | None | PC | To support organizational capacity building. | $200,000 | |
| Truly Valued | ||||||||
| PO Box 381 | Palmetto | FL | 34220 | None | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | |
| Turner Ms Carmen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Turning Points | ||||||||
| 701 17th Avenue West | Bradenton | FL | 34205 | None | PC | Building navigator capacity and assessing new revenue streams. | $316,000 | |
| UnidosNow | ||||||||
| 1750 17th Street C-2 | Sarasota | FL | 34234 | None | PC | To build capacity at organization and create an endowed fund. | $550,000 | |
| UnidosNow | ||||||||
| 1750 17th Street C-2 | Sarasota | FL | 34234 | None | PC | To support an educational summer program at The Pines for the Orange Avenue Mobile Home Park. | $2,530 | |
| UnidosNow | ||||||||
| 1750 17th Street C-2 | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $11,000 | |
| United Way of South Sarasota County | ||||||||
| 4242 South Tamiami Trail | Venice | FL | 34293 | None | PC | To support long-term recovery after Hurricane Ian. | $100,000 | |
| University of South Florida Foundation | ||||||||
| 4202 E Fowler Avenue ALC100 | Tampa | FL | 33620 | None | GOV | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Vickie O Heritage Production | ||||||||
| 3802 Rhine Street | Sarasota | FL | 34234 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| Vitkus Mr Andrius | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Walker Ms Aimee | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Washington Ms Dwana | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $10,500 | |
| We Care Manatee | ||||||||
| 353 6th Avenue West | Bradenton | FL | 34205 | None | PC | To build capacity at organization and launch collaborative. | $250,000 | |
| Westcoast Black Theatre Troupe | ||||||||
| 1012 North Orange Ave | Sarasota | FL | 34236 | None | PC | To support education and training focused on BIPOC. | $150,000 | |
| Westcoast Black Theatre Troupe | ||||||||
| 1012 North Orange Ave | Sarasota | FL | 34236 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| William Ivey | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $5,000 | |
| Williams Ms Tymesha | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Wolfinger Mr Scott | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| Women's Resource Center | ||||||||
| 340 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | To provide unrestricted funding. | $225,000 | |
| Wujnovich Mr Michael | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | None | I | To support Sarasota County teacher retention | $12,000 | |
| WUSF Public Media | ||||||||
| 4202 East Fowler Avenue TVB100 | Tampa | FL | 33620 | None | PC | To create a more informed citizenry through quality news coverage of local stories. | $398,750 | |
| WUSF Public Media | ||||||||
| 4202 East Fowler Avenue TVB100 | Tampa | FL | 33620 | None | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | |
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | The Early Learning Directors Collaborative ensures childcare professionals have the resources they need to prepare children for kindergarten and beyond. | $346,343 | |
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | To continue and define an early learning model to address critical issues in child development. | $668,431 | |
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | To keep quality early learning professionals in the classroom. | $9,675 | |
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | To support the organization's operational and/or fundraising efforts. | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,636,921 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,446 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,529,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,772,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,772,485 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | None | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Charles L Barancik Trust | ||||||
| 1 | C/O NMC 520 Lake Cook Rd Suite 280 | Deerfield | IL | 600155643 | $6,000,000 | Yes (X) |
| Margery L Barancik Trust | ||||||
| 2 | C/O NMC 520 Lake Cook Rd Suite 280 | Deerfield | IL | 600155643 | $9,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit and Tax Fees | CategoryTxt |
| Amt | $20,900 | Amt |
| Net Investment Income | $10,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Bonds - Short Term Federal Fund - Admiral VSGDX #0549. # shares 3,026,494 | $30,738,011 | $30,537,327 |
| Vanguard Bonds - Intermediate Term Investment Grade VFIDX #0571. # shares 3,699,402 | $35,536,647 | $32,110,808 |
| Vanguard Equity - Short Term Investment Grade Fund VFSIX #0858. # shares 2,997,808 | $31,912,091 | $30,667,576 |
| Vanguard Bond Fund - Market Index Fund Institutional Shares VBTIX #222. # shares 3,299,342 | $36,045,834 | $32,036,614 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Equity - Total International Stock Index Fund VTPSX #1870. # Shares - 1,516,149 | $182,090,190 | $188,806,078 |
| Vanguard Equity - Total Stock Market Index Fund Institutional Plus VSMPX #1871. # Shares - 1,417,115 | $242,316,375 | $307,017,978 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Baker & Hostetler LLP | CategoryTxt |
| Legal Fees | $0 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,442 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance | $39,402 | $39,402 |
| Technology | $45,080 | $51,672 |
| Office Expense | $34,367 | $37,553 |
| Marketing & Communications | $5,168 | $5,168 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (15 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Definiti | $1,675 | $1,675 | |
| John Hancock | $1,846 | $1,846 | |
| Dominion | $2,520 | $2,520 | |
| Vanguard Investment Management | $279,692 | $279,692 | |
| Chapman Consulting | $14,663 | ||
| Englewood Fencing LLC | $4,834 | ||
| Flourish Health Consulting LLC | $98,000 | ||
| Kempton Research and Planning | $44,505 | ||
| Margaret McGladrey | $4,200 | ||
| Marketing for Change Co. | $174,453 | ||
| Results 1st LLC | $25,000 | ||
| Starline Multiservices LLC | $11,093 | ||
| Michelle Wolforth | $1,866 | ||
| Elan credit card | $2,500 | ||
| Jennifer Borresen | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Net Investment Income Tax Payments | CategoryTxt |
| Amt | $152,751 | Amt |