COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY (EIN 65-0173371)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-18
- IRS object ID
- 202240779349300234
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-18T12:47:18-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650173371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION TRUST OF | BusinessNameLine1Txt |
| Business Name Line2 | SARASOTA COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9419553000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SPENCER | PersonNm |
| Person Title | CFO/CAO | PersonTitleTxt |
| Phone | 9419553000 | PhoneNum |
| Signature | 2022-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | SPENCER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROXANNE G JERDE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,792,305 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFSARASOTA.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY IMPACT POWERED BY PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $561,369 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $177,735 | PYInvestmentIncomeAmt |
| CY Investment Income | $938,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $177,735 | PYTotalRevenueAmt |
| CY Total Revenue | $1,500,349 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $471,774 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,093,888 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $119,043 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $401,897 | PYOtherExpensesAmt |
| CY Other Expenses | $383,918 | CYOtherExpensesAmt |
| PY Total Expenses | $873,671 | PYTotalExpensesAmt |
| CY Total Expenses | $1,477,806 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$695,936 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,543 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,582,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,358,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $123,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,288 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,458,865 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,258,477 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COMMUNITY IMPACT POWERED BY PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,234,447 | ExpenseAmt |
| Grant | $1,093,888 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. | Desc |
| Total Program Service Expenses | $1,234,447 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA SPENCER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419553000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|
| C J FISHMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL HUDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HUMPHREY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA KOFFMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RODNEY LINFORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELVIN LUMPKIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY R MCCURDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW SAUER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DRAYTON SAUNDERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FELICE SCHULANER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MERCEDES SOLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JANET TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN THOMPSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN WENTWORTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY LOU WINNICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW STULTZ | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NELLE S MILLER | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM M SEIDER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL DELEO | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WELLS FARGO | |||||||
| TRUSTEE | 1.00 | $5,625 | $0 | $0 | Yes (X) | ||
| BMO PRIVATE BANK | |||||||
| TRUSTEE | 1.00 | $20,098 | $0 | $0 | Yes (X) | ||
| US TRUST | |||||||
| TRUSTEE | 1.00 | $61,383 | $0 | $0 | Yes (X) | ||
| HANCOCK WHITNEY | |||||||
| TRUSTEE | 1.00 | $896 | $0 | $0 | Yes (X) | ||
| ROXANNE G JERDE | |||||||
| PRESIDENT/CEO | 40.00 | $0 | $325,091 | $34,003 | Yes (X) | ||
| LAURA SPENCER | |||||||
| CFO/CAO | 40.00 | $0 | $217,256 | $28,426 | Yes (X) | ||
| MARLO DUFFY-TURNER | |||||||
| SVP, DONOR ENGAGEMENT | 40.00 | $0 | $149,770 | $24,113 | Yes (X) | ||
| ELIZABETH PENNEWILL | |||||||
| CORPORATE COUNSEL | 40.00 | $0 | $189,358 | $25,699 | Yes (X) | ||
| MISCHA KIRBY | |||||||
| VP, STRATEGIC COMM & MKTG | 40.00 | $0 | $148,721 | $20,800 | Yes (X) | ||
| KIRSTEN RUSSELL | |||||||
| VP, COMMUNITY IMPACT | 40.00 | $0 | $143,931 | $11,391 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $88,002 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,174,127 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $144,432 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $561,369 | AllOtherContributionsAmt |
| Total Contributions | $561,369 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,051 | TotalRevenueColumnAmt |
| Exclusion | $253,051 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,977,885 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,291,956 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $685,929 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $685,929 | TotalRevenueColumnAmt |
| Exclusion | $685,929 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,500,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $938,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,591 | TotalAmt |
| Program Services | $973,591 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,297 | TotalAmt |
| Program Services | $120,297 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524 | TotalAmt |
| Program Services | $192 | ProgramServicesAmt |
| Management And General | $170 | ManagementAndGeneralAmt |
| Fundraising | $162 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,909 | TotalAmt |
| Program Services | $699 | ProgramServicesAmt |
| Management And General | $618 | ManagementAndGeneralAmt |
| Fundraising | $592 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,016 | TotalAmt |
| Program Services | $30,394 | ProgramServicesAmt |
| Management And General | $26,881 | ManagementAndGeneralAmt |
| Fundraising | $25,741 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,820 | TotalAmt |
| Program Services | $57,780 | ProgramServicesAmt |
| Management And General | $51,104 | ManagementAndGeneralAmt |
| Fundraising | $48,936 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,399 | TotalAmt |
| Program Services | $2,709 | ProgramServicesAmt |
| Management And General | $2,396 | ManagementAndGeneralAmt |
| Fundraising | $2,294 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,073 | TotalAmt |
| Program Services | $759 | ProgramServicesAmt |
| Management And General | $671 | ManagementAndGeneralAmt |
| Fundraising | $643 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,531 | TotalAmt |
| Program Services | $1,293 | ProgramServicesAmt |
| Management And General | $1,143 | ManagementAndGeneralAmt |
| Fundraising | $1,095 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,596 | TotalAmt |
| Program Services | $584 | ProgramServicesAmt |
| Management And General | $517 | ManagementAndGeneralAmt |
| Fundraising | $495 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665 | TotalAmt |
| Program Services | $610 | ProgramServicesAmt |
| Management And General | $539 | ManagementAndGeneralAmt |
| Fundraising | $516 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633 | TotalAmt |
| Program Services | $598 | ProgramServicesAmt |
| Management And General | $529 | ManagementAndGeneralAmt |
| Fundraising | $506 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED OPERATIONAL EXPE | $116,803 | $42,763 | $37,822 | $36,218 |
| REPAIRS AND MAINTENANCE | $5,949 | $2,178 | $1,926 | $1,845 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,477,806 | TotalAmt |
| Program Services | $1,234,447 | ProgramServicesAmt |
| Management And General | $124,316 | ManagementAndGeneralAmt |
| Fundraising | $119,043 | FundraisingAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,582,319 | BOYAmt |
| EOY | $16,358,765 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,582,319 | BOYAmt |
| EOY | $16,358,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,813 | BOYAmt |
| EOY | $98,288 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,641 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,454 | BOYAmt |
| EOY | $100,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,386,398 | BOYAmt |
| EOY | $16,170,802 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,467 | BOYAmt |
| EOY | $87,675 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,458,865 | BOYAmt |
| EOY | $16,258,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,582,319 | BOYAmt |
| EOY | $16,358,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,543 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,628,783 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $148,286 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591956886 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $642,001 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $642,001 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 8 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $561,369 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $407,000 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $686,888 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,936,412 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $5,322,065 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,458,865 | BeginningYearBalanceAmt |
| Contributions | $561,369 | ContributionsAmt |
| Investment Earnings Or Losses | $3,485,387 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $575,610 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $153,256 | AdministrativeExpensesAmt |
| End Year Balance | $16,776,755 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,809,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $283,794 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $471,774 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $162,204 | AdministrativeExpensesAmt |
| End Year Balance | $13,458,865 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,069,880 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $506,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $599,998 | GrantsOrScholarshipsAmt |
| Other Expenditures | $653 | OtherExpendituresAmt |
| Administrative Expenses | $166,740 | AdministrativeExpensesAmt |
| End Year Balance | $13,809,049 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,441,669 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,403,034 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $986,975 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,508,825 | OtherExpendituresAmt |
| Administrative Expenses | $279,023 | AdministrativeExpensesAmt |
| End Year Balance | $14,069,880 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,338,974 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,144,261 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $864,160 | GrantsOrScholarshipsAmt |
| Other Expenditures | $644 | OtherExpendituresAmt |
| Administrative Expenses | $176,762 | AdministrativeExpensesAmt |
| End Year Balance | $20,441,669 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $121,508,134 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,628,783 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $117,781,320 | OtherRevenueAmt |
| Revenue Not Reported | $120,410,103 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,098,031 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $82,377 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $319,941 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $402,318 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,500,349 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,955,859 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $32,546,937 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $32,546,937 | ExpensesNotReportedAmt |
| Expenses Subtotal | $408,922 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $82,377 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $986,507 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,068,884 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,477,806 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 117,781,320. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 153,256. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 166,685. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 32,546,937. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 153,256. SHARED OPERATIONAL EXPENSES ALLOCATED FROM CORPORATION 148,286. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 166,685. FUNDS TRANSFERRED TO RELATED ENTITIES 518,278. ROUNDING 2. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF SARASOTA COUNTY INC | |||||||
| 2635 FRUITVILLE ROAD | SARASOTA | FL | 34237 | 591956886 | 501(C)(3) | $642,001 | GENERAL SUPPORT, PROGRAM SUPPORT, SCHOLARSHIP SUPPORT |
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | 650115814 | 501(C)(3) | $136,000 | PROGRAM SUPPORT |
| UNIDOSNOW INC | |||||||
| 1750 17TH ST BLDG C 2 | SARASOTA | FL | 34234 | 274102169 | 501(C)(3) | $50,000 | PROGRAM SUPPORT |
| MARROW MATES INCORPORATED | |||||||
| 875 PONCE DE LEON DRIVE | TIERRA VERDE | FL | 33715 | 825199409 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| MEALS ON WHEELS OF SARASOTA INC | |||||||
| PO BOX 178 | SARASOTA | FL | 342300178 | 591391249 | 501(C)(3) | $22,000 | PROGRAM SUPPORT |
| FORTY CARROTS FAMILY CENTER | |||||||
| 1500 S TUTTLE AVE | SARASOTA | FL | 34239 | 650405988 | 501(C)(3) | $19,039 | PROGRAM SUPPORT |
| EASTER SEALS SOUTHWEST FLORIDA INC | |||||||
| 350 BRADEN AVE | SARASOTA | FL | 34243 | 590638490 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| SARASOTA CREW INC | |||||||
| 343 PALMETTO AVE | OSPREY | FL | 34229 | 010733041 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| SECOND CHANCE-LAST OPPORTUNITY | |||||||
| PO BOX 1027 | SARASOTA | FL | 342301027 | 650699257 | 501(C)(3) | $10,000 | CAPITAL PURCHASES |
| SOUTH COUNTY FOOD PANTRY | |||||||
| 121 WARFIELD AVENUE | VENICE | FL | 34285 | 650007133 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| SENIOR FRIENDSHIP CENTERS INC | |||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| LAUREL CIVIC ASSOCIATION INC | |||||||
| PO BOX 511 | LAUREL | FL | 34272 | 650187752 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| SOUTH BISCAYNE FELLOWSHIP CHURCH | |||||||
| 13000 TAMIAMI TRAIL | SARASOTA | FL | 34287 | 237044150 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH | |||||||
| 3930 17TH STREET | SARASOTA | FL | 34235 | 043850449 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 61 | RecipientCnt |
| Cash Grant | $120,297 | CashGrantAmt |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CERTAIN GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS IN A SPECIFIC FORMAT UPON COMPLETION OF THE GRANT OR 12 MONTHS FROM THE TIME THE GRANT IS AWARDED, WHICHEVER COMES FIRST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | ||||||||||||||
| PRESIDENT/CEO | $0 | $272,160 | $0 | $52,931 | $0 | $0 | $0 | $25,193 | $0 | $8,810 | $0 | $359,094 | $0 | $0 |
| LAURA SPENCER | ||||||||||||||
| CFO/CAO | $0 | $184,695 | $0 | $32,561 | $0 | $0 | $0 | $19,830 | $0 | $8,596 | $0 | $245,682 | $0 | $0 |
| ELIZABETH PENNEWILL | ||||||||||||||
| CORPORATE COUNSEL | $0 | $168,345 | $0 | $21,013 | $0 | $0 | $0 | $17,103 | $0 | $8,596 | $0 | $215,057 | $0 | $0 |
| MARLO DUFFY-TURNER | ||||||||||||||
| SVP, DONOR ENGAGEMENT | $0 | $93,181 | $0 | $15,193 | $0 | $41,396 | $0 | $12,944 | $0 | $11,169 | $0 | $173,883 | $0 | $0 |
| MISCHA KIRBY | ||||||||||||||
| VP, STRATEGIC COMM & MKTG | $0 | $132,475 | $0 | $16,246 | $0 | $0 | $0 | $12,516 | $0 | $8,284 | $0 | $169,521 | $0 | $0 |
| KIRSTEN RUSSELL | ||||||||||||||
| VP, COMMUNITY IMPACT | $0 | $128,849 | $0 | $15,082 | $0 | $0 | $0 | $10,611 | $0 | $780 | $0 | $155,322 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | SVP DONOR ENGAGEMENT MARLO DUFFY-TURNER TERMINATED HER EMPLOMENT ON 7.31.2020, AND RECEIVED $41,396 IN SEVERANCE PAYMENTS DURING THE FISCAL YEAR FROM A RELATED ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 & ADMINISTRATIVE 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 CORPORATE 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 1,671. MANAGEMENT AND GENERAL EXPENSES 1,478. FUNDRAISING EXPENSES 1,415. TOTAL EXPENSES 4,564. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 56,109. MANAGEMENT AND GENERAL EXPENSES 49,626. FUNDRAISING EXPENSES 47,521. TOTAL EXPENSES 153,256. |
| FORM 990, PART XI, LINE 9: | ALLOCATION FROM RELATED ENTITY 148,286. |
| FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments