2023-02-09T14:02:28-06:00 2022-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2021-07-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 ERIN JONES CFO 9419553000 2023-02-02 1 ERIN JONES 999009999 REBECCA U STONER P00585910 9413654617 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 2266951 0 X WWW.CFSARASOTA.ORG X 1979 FL COMMUNITY IMPACT POWERED BY PHILANTHROPY. 22 22 0 50 0 0 561369 0 0 0 938980 842866 0 0 1500349 842866 1093888 529085 0 0 0 0 0 0 132312 383918 426711 1477806 955796 22543 -112930 16358765 13384848 100288 35265 16258477 13349583 COMMUNITY IMPACT POWERED BY PHILANTHROPY. 0 0 685311 529085 0 GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 685311 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X ERIN JONES 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 C J FISHMAN DIRECTOR 1.00 X 0 0 0 PAUL HUDSON DIRECTOR 1.00 X 0 0 0 JOHN HUMPHREY DIRECTOR 1.00 X 0 0 0 DONNA KOFFMAN DIRECTOR 1.00 X 0 0 0 DR RODNEY LINFORD DIRECTOR 1.00 X 0 0 0 KELVIN LUMPKIN DIRECTOR 1.00 X 0 0 0 NELLIE MILLER DIRECTOR 1.00 X 0 0 0 DRAYTON SAUNDERS DIRECTOR 1.00 X 0 0 0 FELICE SCHULANER DIRECTOR 1.00 X 0 0 0 MERCEDES SOLER DIRECTOR 1.00 X 0 0 0 DR JANET TAYLOR DIRECTOR 1.00 X 0 0 0 JEFFREY TROIANO DIRECTOR 1.00 X 0 0 0 LYNN WENTWORTH DIRECTOR 1.00 X 0 0 0 CHARLES E WILLIAMS DIRECTOR 1.00 X 0 0 0 MARY LOU WINNICK DIRECTOR 1.00 X 0 0 0 ANDREW STULTZ TREASURER 1.00 X X 0 0 0 DANIEL DELEO CHAIR 1.00 X X 0 0 0 WILLIAM M SEIDER SECRETARY 1.00 X X 0 0 0 MARILYN THOMPSON VICE CHAIR 1.00 X X 0 0 0 BMO PRIVATE BANK TRUSTEE 1.00 X 20907 0 0 US TRUST TRUSTEE 1.00 X 63688 0 0 HANCOCK WHITNEY TRUSTEE 1.00 X 7500 0 0 ROXANNE G JERDE PRESIDENT/CEO 40.00 X 0 322258 36141 LAURA SPENCER CFO/CAO 40.00 X 0 217557 28355 JAY YOUNG VP, PHILANTHROPY 40.00 X 0 110090 18789 ELIZABETH PENNEWILL CORPORATE COUNSEL 40.00 X 0 198289 26396 MISCHA KIRBY VP, STRATEGIC COMM & MKTG 40.00 X 0 157371 22380 RANATA REEDER VP, KNOWLEDGE & EQUITY 40.00 X 0 108277 4847 KIRSTEN RUSSELL VP, COMMUNITY IMPACT 40.00 X 0 149717 21282 92095 1263559 158190 0 0 1 0 0 355504 355504 1911447 1424085 487362 487362 487362 842866 0 0 842866 X 440085 440085 89000 89000 1775 650 575 550 92756 33960 30035 28761 181331 66388 58717 56226 10619 3888 3438 3293 2224 814 720 690 3288 1204 1065 1019 1794 657 581 556 1792 656 580 556 1768 647 573 548 SHARED OPERATIONAL EXPE 123611 45256 40026 38329 REPAIRS AND MAINTENANCE 5753 2106 1863 1784 955796 685311 138173 132312 16358765 13384848 16358765 13384848 98288 25765 2000 9500 100288 35265 X 16170802 13277431 87675 72152 16258477 13349583 16358765 13384848 X -112930 -2951641 155677 X X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 1 77100 0 1 77100 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2 8 292700 236385 9041293 4308290 1 1 16776755 -2200870 529085 178938 13867862 13458865 561369 3485387 575610 153256 16776755 13809049 283794 471774 162204 13458865 14069880 506560 599998 653 166740 13809049 20441669 1403034 986975 6508825 279023 14069880 0.99480 0.00520 0.00000 0 0 0 X -891415 -2951641 1829484 -1122157 230742 92095 520029 612124 842866 51653886 51465892 51465892 187994 92095 675707 767802 955796 PART V, LINE 4: TO PROVIDE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN SARASOTA COUNTY AND SURROUNDING AREAS. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 1,829,484. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 178,938. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 341,090. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 51,465,892. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 178,938. SHARED OPERATIONAL EXPENSES ALLOCATED FROM CORPORATION 155,677. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 341,090. ROUNDING 2. 1 ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 342408321 650115814 501(C)(3) 50000 0 PROGRAM SUPPORT CENTERPLACE HEALTH INC 1750 17TH STREET BUILDING N SARASOTA FL 34234 202779327 501(C)(3) 9420 0 PROGRAM SUPPORT CHILDREN FIRST INC 1723 N ORANGE AVENUE SARASOTA FL 34234 590968249 501(C)(3) 10000 0 GENERAL SUPPORT COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34237 591956886 501(C)(3) 77100 0 PROGRAM SUPPORT FLORIDA WINEFEST & AUCTION INC PO BOX 4193 SARASOTA FL 342304193 650455486 501(C)(3) 25000 0 GENERAL SUPPORT FRIENDS OF SHANNON STAUB PUBLIC LIBRARY INC PO BOX 7403 NORTH PORT FL 34290 475062036 501(C)(3) 6211 0 PROGRAM SUPPORT GULF COAST COMMUNITY FOUNDATION 601 TAMIAMI TRAIL SOUTH VENICE FL 34285 591052433 501(C)(3) 50000 0 EMERGENCY ASSISTANCE, PROGRAM SUPPORT HARVEST TABERNACLE OF SARASOTA DBA HARVEST HOUSE TRANSITIONAL CENTERS 3650 17TH ST SARASOTA FL 34235 592186807 501(C)(3) 7361 0 PROGRAM SUPPORT JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION 5401 BAY SHORE ROAD SARASOTA FL 34243 596214423 501(C)(3) 9075 0 PROGRAM SUPPORT LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 7500 0 PROGRAM SUPPORT LIBRARY FOUNDATION FOR SARASOTA COUNTY INC PO BOX 17903 SARASOTA FL 34276 452585429 501(C)(3) 10000 0 PROGRAM SUPPORT MEALS ON WHEELS OF SARASOTA INC 421 NORTH LIME AVENUE SARASOTA FL 34237 591391249 501(C)(3) 20000 0 PROGRAM SUPPORT MISS VENICE FAST PITCH INC PO BOX 1643 VENICE FL 34284 650760741 501(C)(3) 18700 0 CAPITAL PURCHASES, PROGRAM SUPPORT SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC) 2139 MAIN STREET SARASOTA FL 34237 591943399 501(C)(3) 7500 0 PROGRAM SUPPORT SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 342367118 591522614 501(C)(3) 7500 0 PROGRAM SUPPORT SOUTH BISCAYNE FELLOWSHIP CHURCH 13000 TAMIAMI TRL NORTH PORT FL 34287 237044150 501(C)(3) 7500 0 PROGRAM SUPPORT ST JUDE CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 7500 0 PROGRAM SUPPORT SUNSHINE COMMUNITY COMPOST 7416 RIVERVIEW DRIVE NW BRADENTON FL 34209 821729198 501(C)(3) 9765 0 PROGRAM SUPPORT THE DIOCESE OF HOUMA THIBODAUX CATHOLIC CHARITIES MAIN OFFICE 1220 AYCOCK STREET HOUMA LA 70360 521244838 501(C)(3) 10000 0 PROGRAM SUPPORT TRANSITION SARASOTA INC PO BOX 1861 SARASOTA FL 34230 475682533 501(C)(3) 8500 0 PROGRAM SUPPORT VENICE HERITAGE INC P O BOX 1190 VENICE FL 342841190 650537496 501(C)(3) 55000 0 PROGRAM SUPPORT 21 0 SCHOLARSHIPS 35 89000 SCHOLARSHIPS PART I, LINE 2: CERTAIN GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS IN A SPECIFIC FORMAT UPON (I) COMPLETION OF THE GRANT (II) REQUEST BY THE FOUNDATION, OR (III) 13 MONTHS FROM THE TIME THE GRANT IS AWARDED, WHICHEVER COMES FIRST. 0 0 0 0 0 0 0 0 0 ROXANNE G JERDE PRESIDENT/CEO 0 269258 0 53000 0 0 0 25043 0 11098 0 358399 0 0 LAURA SPENCER CFO/CAO 0 182953 0 34604 0 0 0 19841 0 8514 0 245912 0 0 ELIZABETH PENNEWILL CORPORATE COUNSEL 0 167237 0 31052 0 0 0 17905 0 8491 0 224685 0 0 MISCHA KIRBY VP, STRATEGIC COMM & MKTG 0 136180 0 21191 0 0 0 13029 0 9351 0 179751 0 0 KIRSTEN RUSSELL VP, COMMUNITY IMPACT 0 131950 0 17767 0 0 0 13475 0 7807 0 170999 0 0 FORM 990, PART I, LINE 6 VOLUNTEERS THE BOARD MEMBERS ARE NOT PAID AND THEREFORE ARE CONSIDERED VOLUNTEERS. IN ADDITION, NONPROFIT SERVICES INCLUDE VOLUNTEERS THAT PROVIDE CONSULTING SERVICES WITH NONPROFIT ORGANIZATIONS IN THE COMMUNITY. COMMUNITY VOLUNTEERS ALSO SERVE ON BOARD APPOINTED TASK FORCES AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CEO INITIALLY REVIEW THE RETURN BEFORE PRESENTING THE RETURN TO THE AUDIT COMMITTEE WHO RECOMMENDS THE FINAL APPROVAL TO THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED UPON RECEIPT BY THE GENERAL COUNSEL AND AGAIN DURING THE AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 876. MANAGEMENT AND GENERAL EXPENSES 775. FUNDRAISING EXPENSES 742. TOTAL EXPENSES 2,393. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 65,512. MANAGEMENT AND GENERAL EXPENSES 57,942. FUNDRAISING EXPENSES 55,484. TOTAL EXPENSES 178,938. FORM 990, PART XI, LINE 9: ALLOCATION FROM RELATED ENTITY 155,677. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 591956886 GRANTMAKING FL 501(C)(3) LINE 7 N/A 0 MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE W BRADENTON FL 34205 650833500 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 WETHERINGTON FOUNDATION INC 2635 FRUITVILLE RD SARASOTA FL 34237 371472181 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0