CHARLES AND MARGERY BARANCIK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARGERY BARANCIK FOUNDATION (EIN 36-3442474)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-18
- IRS object ID
- 202302309349100210
- Schema version
- 2022v5.0
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-18T18:00:08+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-08-18 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ev | PersonFirstNm |
| Person Last | Bosque | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $541,351,251 | 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 | $25,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,662,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,662,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$739,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,445,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | 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 | $1,856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,856 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $35,924,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,662,793 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,856 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $955,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $955,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $438,820 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $438,820 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $244,484 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $244,484 | 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 | $4,439 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,948 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,948 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $282,449 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $278,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $178,468 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $175,432 | 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 | $139,648 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $139,648 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,420 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,420 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131,886 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,426,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,167,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,391,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,197,463 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,818,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,364,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,105,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,383,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,856 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,319,039 | CashBOYAmt |
| Cash EOY | $3,353,722 | CashEOYAmt |
| Cash EOYFMV | $3,353,722 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,057,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | 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 | $356,325,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $411,200,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $407,019,650 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $187,985,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $145,233,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $130,977,879 | 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 | $551,687,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $559,787,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $541,351,251 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,731 | AccountsPayableBOYAmt |
| 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 | $5,731 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $551,681,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $559,787,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $551,681,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $559,787,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $551,687,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $559,787,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $551,681,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,105,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $559,787,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $559,787,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities (with various purchase and sale dates) | P | $154,445,807 | $155,217,911 | -$772,104 | $0 | -$772,104 |
| Capital Gain Distribution | P | $32,262 | $0 | $32,262 | $0 | $32,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$739,842 | 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 | $158,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $140,487 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $158,237 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1 | 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 | false | 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 (11 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 |
| Stefanie 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 |
| Teri A Hansen | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | President / CEO | 40.000 | $427,454 | $35,350 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 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 | $259,507 | $29,050 | $0 |
| Evelio I Bosque | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | CFO / Treasurer | 40.000 | $253,361 | $9,567 | $0 |
| Jessica B Polk | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Operations Manager | 40.000 | $86,672 | $8,685 | $0 |
| Kelly A Romanoff | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Impact Officer | 40.000 | $159,613 | $16,660 | $0 |
| Mathew E Sauer | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Impact Officer | 40.000 | $108,000 | $5,792 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Vanguard Institutional Advisory Services | ||||||
| 400 Devon Park Dr | Wayne | PA | 19087 | Investment Management | $278,800 | |
| Marketing for Change Co | ||||||
| 110 South Columbus St | Alexandria | VA | 22314 | Grant Consulting | $85,836 | |
| Results 1st LLC | ||||||
| 1105 3rd Ave East | Bradenton | FL | 34208 | Grant Consulting | $75,000 | 1304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $551,117,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,559,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $555,676,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $555,676,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,335,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $547,341,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,367,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,367,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158,238 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $158,238 | TotalTaxAmt |
| Distributable Before Adj | $27,208,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,208,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,208,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,364,576 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,364,576 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,208,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,032,195 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | 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 | $27,364,576 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,032,195 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $332,381 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,876,471 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (292 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | PC | To support Marie Selby Botanical Gardens' sustainability and greening focused master plan. | $2,000,000 | ||
| Forty Carrots Family Center | ||||||||
| 1500 South Tuttle Avenue | Sarasota | FL | 34239 | PC | To support increased access to child therapy and parent education services. | $1,000,000 | ||
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To expand food insecurity screening programs in Sarasota and DeSoto counties. | $823,277 | ||
| Resilient Retreat Inc | ||||||||
| 1207 Sarasota Center Boulevard | Sarasota | FL | 34240 | PC | To expand mental health programs designed for first responders and helping professionals in the community. | $600,000 | ||
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | PC | To keep quality early learning professionals in the classroom. | $558,810 | ||
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | PC | To support the organization as it expands its facilities and service offerings. | $550,000 | ||
| Planned Parenthood of Southwest and Central Florida | ||||||||
| 736 Central Avenue | Sarasota | FL | 34236 | PC | To provide contraceptive access and pregnancy prevention services | $500,000 | ||
| Safe Children Coalition | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | PC | To support the construction of a new youth shelter for children in foster care. | $500,000 | 10 | |
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | PC | To increase the quality and capacity of its early learning academies. | $408,000 | ||
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To support Hurricane Ian recovery efforts. | $400,000 | ||
| National Multiple Sclerosis Society | ||||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | PC | To support the organization's operational and/or fundraising efforts. | $400,000 | ||
| National Multiple Sclerosis Society | ||||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | PC | To support the organization's operational and/or fundraising efforts. | $400,000 | ||
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B4 | Sarasota | FL | 34239 | PC | To create a nursing pipeline through the University of South Florida and provide mental wellness training for new and existing healthcare professionals. | $400,000 | ||
| Parenting Matters | ||||||||
| 602 3rd Street East | Bradenton | FL | 34208 | PC | To allow the organization to build capacity and expand services. | $350,000 | ||
| The Florida Center for Early Childhood | ||||||||
| 4620 17th Street | Sarasota | FL | 34235 | PC | To support preschool teachers in addressing the behavioral health needs of children. | $350,000 | ||
| The Greater Sarasota Chamber of Commerce Foundation | ||||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | PC | To support a help- desk/navigator for small and minority-owned businesses to grow as well as pairing interns with local compan | $320,000 | ||
| Hermitage Artist Retreat Inc | ||||||||
| 6630 Manasota Key Road | Englewood | FL | 34223 | PC | To help the organization grow its capacity to deliver programming focused on community impact, education, and social justice. | $300,000 | ||
| Lutheran Services Florida | ||||||||
| 3627A West Waters Avenue | Tampa | FL | 336142783 | PC | To provide comprehensive and socially integrated services for refugess that are holistic, culturally competent, collaborative, and responsive to immediate needs. | $300,000 | ||
| New College Foundation | ||||||||
| 5800 Bay Shore Road | Sarasota | FL | 34243 | PC | To attract and retain high-achieving, low-income students from Sarasota and Manatee counties. | $300,000 | ||
| Second Heart Homes Inc | ||||||||
| PO Box 3886 | Sarasota | FL | 34230 | PC | To purchase additional homes to help address homelessness. | $300,000 | ||
| Southface Institute | ||||||||
| 4454 Beneva Road | Sarasota | FL | 34233 | PC | To conserve energy resources and help protect the environment. | $300,000 | ||
| Step Up Suncoast | ||||||||
| 6428 Parkland Drive | Sarasota | FL | 34243 | PC | To support capacity building efforts to assist with case management and financial support for clients. | $278,831 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | PC | To support thought-provoking exhibitions and hands-on activities during Sarasota Art Museum's free Second Sundays programming. | $262,273 | ||
| Big Brothers Big Sisters of the Sun Coast Inc | ||||||||
| 1000 South Tamiami Trail Suite C | Venice | FL | 34285 | PC | To support the End the Wait program. | $254,200 | ||
| ACLU of Florida | ||||||||
| 4500 Biscayne Boulevard Suite 340 | Miami | FL | 33137 | PC | To support research on civil rights and liberties that will benefit Sarasota County. | $250,000 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | For flexible funding to support the organization's operations, programming, and scholarships for students. | $250,000 | ||
| Chicago Zoological Society | ||||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | To support conservation and benefit the long-term resident dolphins of Sarasota Bay and our shared ecosystem. | $250,000 | ||
| Community Assisted & Supported Living | ||||||||
| 2911 Fruitville Road | Sarasota | FL | 34237 | PC | To build and operate affordable rental units. | $250,000 | ||
| First Step of Sarasota | ||||||||
| 4579 Northgate Court | Sarasota | FL | 34234 | PC | To strengthen key health and human service programs that are on the front lines of navigating families through crisis. | $250,000 | ||
| Florida West Coast Public Broadcasting | ||||||||
| 1300 North Boulevard | Tampa | FL | 33607 | PC | to boost local programming that focuses on diversity, equity, community wellness, attainable housing, and civil rights. | $250,000 | ||
| Minorities in Shark Sciences | ||||||||
| PO Box 10493 | Bradenton | FL | 34282 | PC | To promote diversity and inclusion efforts in marine science and conservation efforts. | $250,000 | ||
| Science And Environment Council Of Southwest Florida | ||||||||
| PO Box 2879 | Sarasota | FL | 34230 | PC | To support an Environmental Summit that motivates action on priority environmental challenges and solutions. | $250,000 | ||
| Suncoast Partnership To End Homelessness | ||||||||
| 1750 17th Street Building C-1 | Sarasota | FL | 34234 | PC | To establish a flexible housing fund. | $250,000 | ||
| Suncoast Partnership to End Homelessness | ||||||||
| 1750 17th Street Building C-1 | Sarasota | FL | 34234 | PC | To create a mitigation fund for landlords by offering financial assurances and incentives for lowering barriers and housing highly vulnerable individuals and families. | $250,000 | ||
| Tikkun HaYam - Repair the Sea | ||||||||
| 412 6th Avenue North | Tierra Verde | FL | 33715 | PC | To support adoption of earth-friendly practices as well as organize scuba diving events with the purpose of cleaning up trash and restoring coral habitats. | $250,000 | ||
| Sarasota County Sheriff's Office | ||||||||
| PO Box 4115 | Sarasota | FL | 34230 | GOV | A grant to Sarasota County Sheriff's Office to purchase two simulators and improve first responder driver safety. | $236,800 | ||
| Children First | ||||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | PC | To expand parenting education, family advocacy and vocational coaching services to families. | $233,500 | ||
| Women's Resource Center | ||||||||
| 340 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support their services and staff. | $225,000 | ||
| The Florida Center for Early Childhood | ||||||||
| 4620 17th Street | Sarasota | FL | 34235 | PC | To support Hurricane Ian recovery efforts. | $215,361 | ||
| Salvation Army Sarasota | ||||||||
| 1400 Tenth Street | Sarasota | FL | 34236 | PC | To provide case management and supportive housing for families. | $200,000 | ||
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B4 | Sarasota | FL | 34239 | PC | To provide immediate relief to hospital employees post Hurricane Ian. | $200,000 | ||
| The Academy at Glengary | ||||||||
| 1819 Glengary Street | Sarasota | FL | 34231 | PC | To support the Wellness Within Reach program and increase physical health outcomes for individuals living with mental health challenges. | $200,000 | ||
| WUSF Public Media | ||||||||
| 8250 North Tamiami Trail SMC C305 | Sarasota | FL | 34243 | GOV | To create a more informed citizenry through quality news coverage of local stories. | $200,000 | ||
| Mothers Helping Mothers | ||||||||
| PO Box 342 | Sarasota | FL | 34230 | PC | To build a suite of wrap-around services at the organization's Sarasota drop-in center. | $190,740 | ||
| Legal Aid of Manasota | ||||||||
| 1900 Main Street Suite 302 | Sarasota | FL | 34236 | PC | To fund the Legal Lifeline pilot program to assist youth in foster care as they navigate the legal system. | $179,780 | ||
| Sarasota Housing Funding Corporation | ||||||||
| 269 South Osprey Avenue | Sarasota | FL | 34236 | SO I | To support a programs to decrease electricity bills and increase air quality, health and economic self-sufficiency for low-income residents. | $177,926 | ||
| Florida Policy Institute | ||||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | PC | To help explore local and state policies and practices that will increase availability of workforce housing. | $175,000 | ||
| Sarasota County Sheriff's Office | ||||||||
| PO Box 4115 | Sarasota | FL | 34230 | GOV | To hire and support a Reentry Navigator position for the Sarasota County Sheriff's Office. | $172,241 | ||
| Safe Children Coalition | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | PC | A three-year grant to build professional capacity in the areas of fundraising and development. | $171,659 | 10 | |
| CenterPlace Health | ||||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | PC | To support Hurricane Ian recovery efforts. | $160,000 | ||
| Mote Marine Laboratory | ||||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | PC | To fund the Directorship of the Red Tide Institute. | $157,438 | ||
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support services designed to address the social-emotional health of girls while strengthening communication through awareness, parenting tools, etc. | $156,205 | ||
| Suncoast Partnership To End Homelessness | ||||||||
| 1750 17th Street Building C-1 | Sarasota | FL | 34234 | PC | To connect homeless individuals with resources and assist those that might be eligible in obtaining social security supplemental income, disability, and other benefits. | $153,830 | ||
| Beyond The Spectrum | ||||||||
| 7333 International Place | Sarasota | FL | 34240 | PC | To help individuals and families in our community affected by autism, Down syndrome, and related developmental diagnoses. | $150,000 | ||
| Florida Policy Institute | ||||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | PC | Unrestricted funding to allow the organization to advance their mission and work. | $150,000 | ||
| Friends of Sarasota County Parks | ||||||||
| 234 Nippino Trail East Unit 101 | Nokomis | FL | 34275 | PC | To support the Educational Outreach Gardens at Twin Lakes Park in Sarasota and educating people about nine principles of Florida-Friendly Landscaping. | $150,000 | ||
| Manatee Community Foundation | ||||||||
| 2820 Manatee Avenue West | Bradenton | FL | 34205 | PC | To support the operations of Manatee Community Foundation and Barancik Foundation work to create positive results in partnership with nonprofits and donors in Manatee County. | $150,000 | ||
| Operation Warrior Resolution Inc | ||||||||
| 242 South Washington Boulevard 130 | Sarasota | FL | 34236 | PC | To provide innovative, holistic treatments for mental health to veterans and their family members; alleviating PTSD, anxiety and other mental health related issues. | $150,000 | ||
| The Greater Sarasota Chamber of Commerce Foundation | ||||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | PC | To support CareerEdge's Bridges to Careers training program. | $150,000 | ||
| Planned Parenthood of Southwest and Central Florida | ||||||||
| 736 Central Avenue | Sarasota | FL | 34236 | PC | To support family planning and prevention services and expand the Peer Education Program for young adults. | $140,000 | ||
| Easterseals Southwest Florida | ||||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | PC | To provide support for the creation of the Autism Center of Excellence. | $139,000 | ||
| Lighthouse Vision Loss Education Center | ||||||||
| 7318 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support capacity expansion to better serve blind and visually impaired individuals. | $132,141 | ||
| ALSO Youth | ||||||||
| 1470 Boulevard of the Arts | Sarasota | FL | 34236 | PC | To support the organization in relocating their Manatee County service center. | $130,000 | ||
| Corrections Foundation | ||||||||
| 501 South Calhoun Street | Tallahassee | FL | 32399 | SO I | To purchase a vehicle to be used for a mobile probation supervision team. | $130,000 | ||
| Teen Court Of Sarasota Inc | ||||||||
| 101 South Washington Boulevard 3rd | Sarasota | FL | 34236 | PC | To meet the needs of Teen Court clients and families through mental health counseling, financial assistance, transportation and other services. | $125,000 | Floor | |
| Funducation | ||||||||
| 12009 Popash Glen | Lakewood Ranch | FL | 342022825 | PC | To expand their work and expose more students of color to what's possible in science, engineering, the arts, and math. | $120,000 | ||
| New College Foundation | ||||||||
| 5800 Bay Shore Road | Sarasota | FL | 34243 | PC | To improve equity by helping area students aspire to and attain a bachelor's degree. | $103,341 | ||
| Early Learning Coalition Of Sarasota County | ||||||||
| 1750 17th Street Building L | Sarasota | FL | 34234 | PC | Financial support for early learning professionals. | $103,005 | ||
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $100,000 | ||
| Children's Guardian Fund | ||||||||
| 1750 17th Street Building J-1 | Sarasota | FL | 34234 | PC | To support children's immediate and ongoing needs when they are removed from abusive or neglectful homes. | $100,000 | ||
| Florida West Coast Public Broadcasting | ||||||||
| 1300 North Boulevard | Tampa | FL | 33607 | PC | To support the organization's publicly broadcasted at-home learning programming for children, parents, and teachers | $100,000 | ||
| Museum of Science and Industry of Chicago | ||||||||
| 5700 South Lake Shore Drive | Chicago | IL | 60637 | PC | To support the organization's operational and/or fundraising efforts. | $100,000 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | PC | To support a program that allows all members of the community, regardless of means, admission to enjoy art in the museum. | $100,000 | ||
| Sarasota Audubon Society Inc | ||||||||
| 999 Center Road | Sarasota | FL | 34240 | PC | To advance conservation efforts at the Quad Parcels which will be used for educational and interpretive walks and talks on environmental issues. | $100,000 | ||
| Sarasota County School District | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | PC | To provide immediate relief to school district employees post Hurricane Ian. | $100,000 | ||
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | GOV | To provide emergency relief funds for school district employees after Hurricane Ian. | $100,000 | ||
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | GOV | To provide emergency relief funds for school district employees after Hurricane Ian. | $100,000 | ||
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | GOV | To provide unrestricted funding to help respond to children's immediate and ongoing needs when they are removed from abusive or neglectful homes. | $100,000 | ||
| Solutions To Avoid Red Tide | ||||||||
| PO Box 642 | Tallevast | FL | 34270 | PC | To improve the quality of our waterways by emphasizing the reduction and flow of excess nutrients out of our ponds. | $100,000 | ||
| The Twig Cares Inc | ||||||||
| 826 Pinebrook Road | Venice | FL | 34285 | PC | To support the organization as it expands its support for foster families further into the county. | $100,000 | ||
| The Haven | ||||||||
| 4405 DeSoto Road | Sarasota | FL | 34235 | PC | To help cover unexpected expenses related to Hurricane Ian. | $95,000 | ||
| Gulfcoast Legal Services Inc | ||||||||
| 501 First Avenue North Suite 420 | St Petersburg | FL | 33701 | PC | to provide legal services to residents impacted by Hurricane Ian. | $94,746 | ||
| Solutions To Avoid Red Tide | ||||||||
| PO Box 642 | Tallevast | FL | 34270 | PC | To create a Healthy Pond Collaborative armed with scientific and technical expertise, community relationships, and professional capacity. | $83,850 | ||
| DeSoto County Sheriff's Office | ||||||||
| 208 East Cypress Street | Arcadia | FL | 34266 | GOV | Initiative to reduce recidivism in the 12th Judicial Circuit. | $78,492 | ||
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support young people to experience the power of live theatre and artistic education. | $75,000 | ||
| Equality Florida Institute Inc | ||||||||
| PO Box 13184 | St Petersburg | FL | 33733 | PC | To support mainstream agencies and community institutions in becoming affirming for LGBTQ clients by embedding supportive best practices into their operations. | $75,000 | ||
| Links to Success | ||||||||
| 907 South Orange Avenue | Arcadia | FL | 34266 | PC | For efforts to support college and career readiness programs for students in DeSoto County. | $75,000 | ||
| Meals On Wheels of Sarasota | ||||||||
| 421 North Lime Avenue | Sarasota | FL | 34237 | PC | To support its meal service program for homebound and vulnerable individuals. | $75,000 | ||
| Southeastern Guide Dogs | ||||||||
| 4210 77th Street East | Palmetto | FL | 34221 | PC | To support its Children & Teens Program. | $75,000 | ||
| Take Stock in Children of Sarasota County | ||||||||
| PO Box 48186 | Sarasota | FL | 34230 | PC | To support the hiring of a Scholarship Portfolio Manager to connect scholars with community resources and academic opportunities. | $75,000 | ||
| Senior Friendship Centers | ||||||||
| 1888 Brother Geenen Way | Sarasota | FL | 34236 | PC | For its Sustainable Solutions for Seniors program to create a revenue stream to support unpaid services for the neediest of clients. | $74,554 | ||
| Healthy Start Coalition of Sarasota County | ||||||||
| 1750 17th Street Building A | Sarasota | FL | 34234 | PC | To support prenatal and postpartum support and education for Spanish-speaking women in Sarasota County. | $70,000 | ||
| Sarasota Orchestra | ||||||||
| 709 North Tamiami Trail | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $65,000 | ||
| Science And Environment Council Of Southwest Florida | ||||||||
| PO Box 2879 | Sarasota | FL | 34230 | PC | To create an Environmental Action Toolkit. | $60,280 | ||
| Gulf Coast Sports Group | ||||||||
| PO Box 592 | Sarasota | FL | 34230 | POF | To support the "A Lions Reach" Youth Mentoring Counselor/Ambassador Program. | $60,000 | ||
| Senior Friendship Centers | ||||||||
| 1888 Brother Geenen Way | Sarasota | FL | 34236 | PC | To support Hurricane Ian recovery efforts. | $60,000 | ||
| More Too Life | ||||||||
| 2975 Bee Ridge Road Suite D | Sarasota | FL | 34239 | PC | To support efforts to prevent human trafficking, advocate for survivors, and provide community education. | $59,507 | ||
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | GOV | To support the growth and sustainability of Sarasota's Reading Recovery program. | $56,622 | ||
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To support the Campaign Against Summer Hunger, which provides food and funds to feed children over the summer months. | $50,000 | ||
| American Jewish Committee | ||||||||
| 1605 Main Street | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | ||
| Arcadia-DeSoto County Habitat for Humanity | ||||||||
| 10 South DeSoto Avenue PO Box 2096 | Arcadia | FL | 34265 | PC | To support hurricane recovery efforts related to home repairs in DeSoto County. | $50,000 | ||
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | ||
| Gulf Coast Community Foundation | ||||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | PC | To connect chronically homeless adults to permanent housing, case management and financial assistance. | $50,000 | ||
| Ravinia Festival Association | ||||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | ||
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | GOV | To recognize Sarasota County teachers doing exceptional work in their schools. | $50,000 | ||
| The Sarasota Ballet | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $50,000 | ||
| National Alliance on Mental Illness Sarasota and Manatee Counties Inc | ||||||||
| 2911 Fruitville Road | Sarasota | FL | 34237 | PC | to improve the relationship between our community at large and Black and Indigenous young professionals. | $46,450 | ||
| Legal Aid of Manasota | ||||||||
| 1900 Main Street Suite 302 | Sarasota | FL | 34236 | PC | To provide legal services to residents impacted by Hurricane Ian | $43,750 | ||
| Florida State University Foundation | ||||||||
| 325 West College Avenue | Tallahassee | FL | 32301 | PC | To support the Pre-Med Mentoring and Academic Enrichment Program in Sarasota County. | $41,888 | ||
| Children First | ||||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | PC | To help offset operating expenses related to Hurrican Ian. | $40,000 | ||
| Safe Children Coalition Inc | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | PC | To support efforts within the Prevention Department to expand the use of Unite Us to connect more families to resources. | $35,000 | 10 | |
| De Soto County Schools (GC) | ||||||||
| 530 N La Solona Ave | Arcadia | FL | 34266 | PC | To help cover unexpected expenses related to Hurricane Ian. | $32,306 | ||
| Early Learning Coalition (GC) | ||||||||
| 1750 17th Street Building L | Sarasota | FL | 34234 | PC | To help cover unexpected expenses related to Hurricane Ian. | $30,899 | ||
| United Way Suncoast (GC) | ||||||||
| 1800 2nd Street Suite 102 | Sarasota | FL | 34236 | PC | To help cover unexpected expenses related to Hurricane Ian. | $30,899 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $30,000 | ||
| CenterPlace Health | ||||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | PC | To expand access to healthcare and health literacy. | $30,000 | ||
| Jewish Family & Children's Service of the Suncoast | ||||||||
| 2688 Fruitville Road | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $30,000 | ||
| New York University - NYU Grossman School of Medicine | ||||||||
| One Park Avenue 6th Floor | New York | NY | 10016 | PC | To evaluate Barancik Foundation's efforts to recruit and retain high-quality teachers. | $30,000 | ||
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B4 | Sarasota | FL | 34239 | PC | To support the organization's operational and/or fundraising efforts. | $30,000 | ||
| The Florida Center for Early Childhood | ||||||||
| 4620 17th Street | Sarasota | FL | 34235 | PC | To help offset operating expenses related to Hurrican Ian. | $30,000 | ||
| Turning Points | ||||||||
| 701 17th Avenue West | Bradenton | FL | 34205 | PC | To support those experiencing homelessness or at risk for homelessness, including walk-ins and referrals from within Turning Points and the community. | $30,000 | ||
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | PC | To help offset operating expenses related to Hurrican Ian. | $30,000 | ||
| The Center for Effective Philanthropy | ||||||||
| 675 Massachusetts Avenue 7th Floor | Cambridge | MA | 02139 | PC | To fund a grantee perception survey. | $29,465 | ||
| Early Learning Coalition (PAP) | ||||||||
| 1750 17th Street Building L | Sarasota | FL | 34234 | PC | To help cover unexpected expenses related to Hurricane Ian. | $29,402 | ||
| Early Learning Coalition (Starline) | ||||||||
| 1750 17th Street Building L | Sarasota | FL | 34234 | PC | To help cover unexpected expenses related to Hurricane Ian. | $27,534 | ||
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Chicago Botanic Garden | ||||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Children First | ||||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Gulf Coast Community Foundation | ||||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | PC | To suport the organization's fundraising efforts | $25,000 | ||
| Gulf Coast Community Foundation | ||||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Jewish United Fund | ||||||||
| 30 South Wells Street | Chicago | IL | 60606 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | 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 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B4 | Sarasota | FL | 34239 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Sarasota Memorial Healthcare Foundation | ||||||||
| 1515 South Osprey Avenue Suite B4 | Sarasota | FL | 34239 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| State College of Florida Foundation | ||||||||
| 5840 26th Street West | Bradenton | FL | 34207 | PC | To provide immediate relief to students and staff of SCF impacted by Hurricane Ian. | $25,000 | ||
| The Jewish Federation Of Sarasota-Manatee | ||||||||
| 580 McIntosh Road | Sarasota | FL | 34232 | PC | To support the organization's operational and/or fundraising efforts. | $25,000 | ||
| Harvest House | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | PC | To suport the organization's fundraising efforts | $22,500 | ||
| YMCA of Southwest FL (GC) | ||||||||
| 701 Center Road | Venice | FL | 34285 | PC | To help cover unexpected expenses related to Hurricane Ian. | $21,323 | ||
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | PC | Sponsorship to allow early learning professionals and their families to attend event. | $20,000 | ||
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $20,000 | ||
| Sarasota Opera Association Inc | ||||||||
| 61 North Pineapple Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $20,000 | ||
| Temple Beth-El of St Petersburg Florida | ||||||||
| 400 Pasadena Avenue South | St Petersburg | FL | 33707 | PC | To suport the organization's fundraising efforts | $20,000 | ||
| All Faiths Food Bank(PAP) | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To help cover unexpected expenses related to Hurricane Ian. | $17,396 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $15,000 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $15,000 | ||
| Citizens for Conservation | ||||||||
| 459 West Highway 22 | Barrington | IL | 60010 | PC | To suport the organization's fundraising efforts | $15,000 | ||
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To suport the organization's fundraising efforts | $15,000 | ||
| All Faiths Food Bank (GC) | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To help cover unexpected expenses related to Hurricane Ian. | $13,787 | ||
| Resilient Retreat Inc | ||||||||
| 1207 Sarasota Center Boulevard | Sarasota | FL | 34240 | PC | To provide mental health education and support to teachers. | $12,500 | ||
| Alexandra Catena | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34236 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Alicia Stein | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34238 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Brent McClenathen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34241 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Christina Eicher | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34242 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Clesha Allen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34243 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Edna Sherrell | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34245 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Frank Ourednik | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34246 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Freda Williams | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34247 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Jamie Lowicz | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34250 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Jasmine Persaud | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34251 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Scarlett Davis | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34257 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Taissa Bushnell | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34258 | I | To support Sarasota County teacher retention | $12,000 | None | |
| Heather Nelson | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34249 | I | To support Sarasota County teacher retention | $11,999 | None | |
| Robert Przekwas | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34256 | I | To support Sarasota County teacher retention | $11,999 | None | |
| Rebecca Drum | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34255 | I | To support Sarasota County teacher retention | $11,994 | None | |
| Wendy Dunn | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34260 | I | To support Sarasota County teacher retention | $11,980 | None | |
| Audrey Wilhelm | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34240 | I | To support Sarasota County teacher retention | $11,913 | None | |
| Krista Buffaloe | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34253 | I | To support Sarasota County teacher retention | $11,890 | None | |
| Kathleen Stein | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34252 | I | To support Sarasota County teacher retention | $11,767 | None | |
| Safe Children Coalition Inc(PAP) | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | PC | To help cover unexpected expenses related to Hurricane Ian. | $11,516 | 10 | |
| Anita Wexler | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34239 | I | To support Sarasota County teacher retention | $11,485 | None | |
| Gregory Flick | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34248 | I | To support Sarasota County teacher retention | $11,000 | None | |
| Debbie Bell | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34244 | I | To support Sarasota County teacher retention | $10,850 | None | |
| Alexandra Kellemen | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34237 | I | To support Sarasota County teacher retention | $10,827 | None | |
| Links 2 Success (GC) | ||||||||
| 907 South Orange Avenue | Arcadia | FL | 34266 | PC | To help cover unexpected expenses related to Hurricane Ian. | $10,662 | ||
| Lake County Childrens Advocacy Center | ||||||||
| 123 North OPlaine Road | Gurnee | IL | 60031 | PC | To support the organization's operational and/or fundraising efforts. | $10,500 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties (GC) | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | To help cover unexpected expenses related to Hurricane Ian. | $10,392 | ||
| Adventure For All Corporation | ||||||||
| 650 Central Avenue Apartment C | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To support the organization's produce programs that provide fresh fruit and vegetables to neighbors struggling with hunger. | $10,000 | ||
| American Jewish Committee | ||||||||
| 1605 Main Street | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Ann & Robert H Lurie Childrens Hospital of Chicago Foundation | ||||||||
| 225 East Chicago Avenue Box 4 | Chicago | IL | 60611 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Asolo Repertory Theatre | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Climate Adaptation Center | ||||||||
| 111 South Pinapple Avenue Unit 911 | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Community Action Stops Abuse | ||||||||
| PO Box 414 | St Petersburg | FL | 33731 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Education Foundation of Sarasota County | ||||||||
| 1960 Landings Boulevard Suite 120 | Sarasota | FL | 34231 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Embracing Our Differences | ||||||||
| PO Box 2559 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Florida Studio Theatre Inc | ||||||||
| 1241 North Palm Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Gulf Coast Jewish Family & Community Services | ||||||||
| 14041 Icot Blvd | Clearwater | FL | 33760 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Healthy Start Coalition of Sarasota County | ||||||||
| 1750 17th Street Building A | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Kims Krew | ||||||||
| 8208 Cortez Road W Suite 6 | Bradenton | FL | 34210 | PC | To deliver food and basic necessities to home-bound residents in Manatee County. | $10,000 | ||
| Learning Independence For Tomorrow Incorporated | ||||||||
| 13400 Park Boulevard | Seminole | FL | 33776 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Library Foundation for Sarasota County | ||||||||
| PO Box 17903 | Sarasota | FL | 34276 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Library Foundation for Sarasota County | ||||||||
| PO Box 17903 | Sarasota | FL | 34276 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Metropolitan Ministries | ||||||||
| 2002 North Florida Avenue | Tampa | FL | 336022204 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Mote Marine Laboratory | ||||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| National Association for the Advancement of Colored People | ||||||||
| PO Box 1024 | Sarasota | FL | 342301024 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| New College Foundation Incorporated | ||||||||
| 5800 Bay Shore Road | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| New College Foundation Incorporated | ||||||||
| 5800 Bay Shore Road | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Safe Children Coalition Inc | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | 10 | |
| Temple Emanu-El | ||||||||
| 151 McIntosh Road | Sarasota | FL | 34232 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| The Bay Park Conservancy | ||||||||
| 655 North Tamiami Trail | Sarasota | FL | 34236 | 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 | 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 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| The John and Mable Ringling Museum of Art | ||||||||
| 5401 Bay Shore Road | Sarasota | FL | 34243 | SO I | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| The Sarasota Ballet | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| The Sarasota Ballet | ||||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| UnidosNow | ||||||||
| 1750 17th Street Building C-2 | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| Women's Resource Center | ||||||||
| 340 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $10,000 | ||
| YMCA of Southwest Florida(PAP) | ||||||||
| 701 Center Road | Venice | FL | 34285 | PC | To help cover unexpected expenses related to Hurricane Ian. | $9,801 | ||
| YMCA of Southwest Florida | ||||||||
| 701 Center Road | Venice | FL | 34285 | PC | To support the organization's operational and/or fundraising efforts. | $9,500 | ||
| Mark Cristiani | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34254 | I | To support Sarasota County teacher retention | $9,000 | None | |
| Tarin Foster | ||||||||
| 1515 Ringling Blvd 500 | Sarasota | FL | 34259 | I | To support Sarasota County teacher retention | $8,922 | None | |
| Florida Philanthropic Network | ||||||||
| 12191 West Linebaugh Avenue Suite 6 | Tampa | FL | 33626 | PC | To support the organization's operational and/or fundraising efforts. | $8,000 | 26 | |
| Florida Philanthropic Network | ||||||||
| 12191 West Linebaugh Avenue Suite 6 | Tampa | FL | 33626 | PC | To support the organization's operational and/or fundraising efforts. | $8,000 | 26 | |
| Hillels of the Florida Suncoast | ||||||||
| 13101 USF Sycamore Drive | Tampa | FL | 33620 | PC | To support the organization's operational and/or fundraising efforts. | $7,500 | ||
| National Alliance on Mental Illness Sarasota and Manatee Counties | ||||||||
| 2911 Fruitville Road | Sarasota | FL | 34237 | PC | To provide mental health support to residents impacted by Hurricane Ian. | $7,500 | ||
| Resilient Retreat Inc | ||||||||
| 1207 Sarasota Center Boulevard | Sarasota | FL | 34240 | PC | To provide mental health support to residents impacted by Hurricane Ian. | $7,500 | ||
| WUSF Public Media | ||||||||
| 8250 North Tamiami Trail SMC C305 | Sarasota | FL | 34243 | GOV | To support the organization's operational and/or fundraising efforts. | $7,500 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties(PAP) | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | To help cover unexpected expenses related to Hurricane Ian. | $7,351 | ||
| CenterPlace Health(PAP) | ||||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | PC | To help cover unexpected expenses related to Hurricane Ian. | $7,351 | ||
| Girls Incorporated of Sarasota County(PAP) | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To help cover unexpected expenses related to Hurricane Ian. | $7,351 | ||
| All Faiths Food Bank | ||||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | PC | To support the organization's operational and/or fundraising efforts. | $7,000 | ||
| Library Foundation for Sarasota County | ||||||||
| PO Box 17903 | Sarasota | FL | 34276 | PC | To support the organization's operational and/or fundraising efforts. | $6,500 | ||
| Library Foundation for Sarasota County | ||||||||
| PO Box 17903 | Sarasota | FL | 34276 | PC | To support the organization's operational and/or fundraising efforts. | $6,500 | ||
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $6,000 | ||
| Girls Incorporated of Sarasota County | ||||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $6,000 | ||
| Boys & Girls Clubs of Sarasota and DeSoto Counties | ||||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $5,500 | ||
| Harvest House (GC) | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | PC | To help cover unexpected expenses related to Hurricane Ian. | $5,303 | ||
| Catherine's Health Center | ||||||||
| 1211 Lafayette Avenue NE | Grand Rapids | MI | 49505 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Child Protection Center | ||||||||
| 720 South Orange Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Clothes to Kids | ||||||||
| 2168 34th Street South | St Petersburg | FL | 33711 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Community Food Club | ||||||||
| 1100 Division Avenue South | Grand Rapids | MI | 495071024 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Conservation Foundation of the Gulf Coast | ||||||||
| PO Box 902 | Osprey | FL | 34229 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Conservation Foundation of the Gulf Coast | ||||||||
| PO Box 902 | Osprey | FL | 34229 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Crearte Latino Cultural Center Corp | ||||||||
| 8251 15th Street East Suite I | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Daystar Life Center Inc | ||||||||
| PO Box 35009 | St Petersburg | FL | 33705 | 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 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Embracing Our Differences | ||||||||
| PO Box 2559 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Feeding Tampa Bay | ||||||||
| 4702 Transport Drive Building 6 | Tampa | FL | 33605 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| First Step of Sarasota | ||||||||
| 4579 Northgate Court | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Florida Philanthropic Network | ||||||||
| 12191 West Linebaugh Avenue Suite 6 | Tampa | FL | 33626 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | 26 | |
| More Too Life Inc | ||||||||
| 2975 Bee Ridge Road Suite D | Sarasota | FL | 34239 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| National Multiple Sclerosis Society | ||||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| National Multiple Sclerosis Society | ||||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Planned Parenthood of Southwest and Central Florida | ||||||||
| 736 Central Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Read Muskegon | ||||||||
| PO Box 1312 | Muskegon | MI | 49443 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Safe Children Coalition Inc | ||||||||
| 1500 Independence Boulevard Suite 2 | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | 10 | |
| Truly Valued Inc | ||||||||
| 2086 Arlington Street 101 | Sarasota | FL | 34239 | PC | To support the organization's operational and/or fundraising efforts. | $5,000 | ||
| Harvest House(PAP) | ||||||||
| 3650 17th Street | Sarasota | FL | 34235 | PC | To help cover unexpected expenses related to Hurricane Ian. | $4,900 | ||
| CASA Lake County | ||||||||
| 700 Forest Edge Drive | Vernon Hills | IL | 60061 | PC | To support the organization's operational and/or fundraising efforts. | $4,500 | ||
| Pinellas County Education Foundation | ||||||||
| 12090 Starkey Road | Largo | FL | 33773 | PC | To support the organization's operational and/or fundraising efforts. | $4,500 | ||
| Lake County Veterans and Family Services Foundation | ||||||||
| 100 South Atkinson Road Suite 110 | Grayslake | IL | 60030 | PC | To support the organization's operational and/or fundraising efforts. | $4,000 | ||
| Mote Marine Laboratory | ||||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $3,500 | ||
| The Twig Cares Inc | ||||||||
| 826 Pinebrook Road | Venice | FL | 34285 | PC | To support the organization's operational and/or fundraising efforts. | $3,400 | ||
| Kims Krew | ||||||||
| 8208 Cortez Road W Suite 6 | Bradenton | FL | 34210 | PC | To support the organization's operational and/or fundraising efforts. | $3,300 | ||
| Mothers Helping Mothers | ||||||||
| PO Box 342 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $3,300 | ||
| Project Prosper | ||||||||
| 13575 58th Street N Suite 107 | Clearwater | FL | 33760 | PC | To support the organization's operational and/or fundraising efforts. | $3,000 | ||
| Sarasota County Schools | ||||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | GOV | To support Dr. Amy Earl's (Sarasota Schools) efforts to introduce students to career opportunities. | $3,000 | ||
| Second Heart Homes Inc | ||||||||
| PO Box 3886 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $3,000 | ||
| Transition Sarasota Inc | ||||||||
| PO Box 1861 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $3,000 | ||
| PEAK Grantmaking | ||||||||
| 1701 Pennsylvania Avenue Suite 200 | Washington | DC | 20006 | PC | To support the organization's operational and/or fundraising efforts. | $2,750 | ||
| Boys & Girls Club of the Muskegon Lakeshore | ||||||||
| PO Box 1018 | Muskegon | MI | 49443 | 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 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Brotherhood of Men Mentor Group | ||||||||
| PO Box 51891 | Sarasota | FL | 34232 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Hermitage Artist Retreat Inc | ||||||||
| 6630 Manasota Key Road | Englewood | FL | 34223 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Impact Florida Inc | ||||||||
| 113 South Monroe Street 1st Floor | Tallahassee | FL | 32301 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| National Council Of Jewish Women | ||||||||
| PO Box 3641 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Sarasota African American Cultural Coalition Inc | ||||||||
| PO Box 1523 | Sarasota | FL | 34230 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Sarasota Orchestra | ||||||||
| 709 North Tamiami Trail | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Vickie O Heritage Production | ||||||||
| 3802 Rhine Street | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $2,500 | ||
| Gulf Coast Community Foundation(PAP) | ||||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | PC | To help cover unexpected expenses related to Hurricane Ian. | $2,450 | ||
| Women's Resource Center(PAP) | ||||||||
| 340 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To help cover unexpected expenses related to Hurricane Ian. | $2,450 | ||
| Marie Selby Botanical Gardens | ||||||||
| 811 South Palm Avenue | Sarasota | FL | 34236 | PC | Sponsorship to allow early learning professionals and their families to attend event. | $2,052 | ||
| Community Foundation of Sarasota County | ||||||||
| 2635 Fruitville Road | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $2,000 | ||
| Crearte Latino Cultural Center Corp | ||||||||
| 8251 15th Street East Suite I | Sarasota | FL | 34243 | PC | To support the organization's operational and/or fundraising efforts. | $2,000 | ||
| Manatee Community Foundation | ||||||||
| 2820 Manatee Avenue West | Bradenton | FL | 34205 | PC | To thank professionals working in the foster care system. | $2,000 | ||
| The Florida Center for Early Childhood | ||||||||
| 4620 17th Street | Sarasota | FL | 34235 | PC | Technical support to expand use of Unite Us software. | $2,000 | ||
| United Way of South Sarasota County | ||||||||
| 4242 South Tamiami Trail | Venice | FL | 34293 | PC | To support the organization's operational and/or fundraising efforts. | $2,000 | ||
| Women's Resource Center | ||||||||
| 340 South Tuttle Avenue | Sarasota | FL | 34237 | PC | To support the organization's operational and/or fundraising efforts. | $1,500 | ||
| Ringling College of Art and Design | ||||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | PC | To support the organization's operational and/or fundraising efforts. | $1,000 | ||
| The Academy at Glengary | ||||||||
| 1819 Glengary Street | Sarasota | FL | 34231 | PC | To support the organization's operational and/or fundraising efforts. | $1,000 | ||
| UnbridledACTS | ||||||||
| 1115 North Grant Street | Denver | CO | 80203 | PC | To support the organization's operational and/or fundraising efforts. | $1,000 | ||
| Charitable Gift Planners of Southwest Florida | ||||||||
| 2 N Tamiami Trail Suite 506 | Sarasota | FL | 34236 | PC | To support the organization's operational and/or fundraising efforts. | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,197,463 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,695,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$772,104 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,922,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,922,951 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles L Barancik Trust CO NMC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 Lake Cook Rd Suite 280 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600155643 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit and Tax Fees | CategoryTxt |
| Amt | $24,948 | Amt |
| Disbursements Charitable Prps | $24,948 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vanguard Institutional Advisory Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Investment Management Fees | ExplanationTxt |
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 5,636,466 | $59,427,184 | $56,646,481 |
| Vanguard Bonds - Intermediate Term Investment Grade VFIDX #0571. # shares 2,925,558 | $29,009,637 | $24,340,645 |
| Vanguard Equity - Short Term Investment Grade Fund VFSIX #0858. # shares 2,614,493 | $28,040,464 | $26,014,209 |
| Vanguard Bond Fund - Market Index Fund Institutional Shares VBTIX #222. # shares 2,529,171 | $28,756,546 | $23,976,544 |
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 - 1,466,438 | $176,091,987 | $163,419,841 |
| Vanguard Equity - Total Stock Market Index Fund Institutional Plus VSMPX #1871. # Shares - 1,394,948 | $235,108,288 | $243,599,809 |
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 | $4,439 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance | $28,815 | $28,815 |
| Technology | $42,280 | $54,385 |
| Office Expense | $20,339 | $23,491 |
| Marketing & Communications | $25,195 | $25,195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,856 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,856 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Definiti | $1,525 | $1,525 | |
| Dominion | $2,124 | $2,124 | |
| Vanguard Investment Management | $278,800 | $278,800 | |
| Results 1st LLC | $75,000 | ||
| M. Robison | $1,245 | ||
| Chapman Consulting | $12,738 | ||
| Marketing for Change Co. | $85,836 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Net Investment Income Tax Payments | CategoryTxt |
| Amt | $175,432 | Amt |