CHARLES AND MARGERY BARANCIK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARGERY BARANCIK FOUNDATION (EIN 36-3442474)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-07
- IRS object ID
- 202502199349100915
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-07T14:01:39+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842953567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TrimnerBeckham PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 Tysons Blvd Ste 1500 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Trimner | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 7036631756 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $701,296,619 | 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 | $20,264,947 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $205,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $205,807 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,683,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,683,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,204,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,100,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,204,225 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $45,358,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,093,659 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $850,225 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $98,556 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $751,669 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $897,621 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $897,621 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $376,202 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,854 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $354,348 | 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 | $7,818 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $348,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $333,405 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200,247 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | -$2,500 | 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 | $154,878 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $154,878 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $75,958 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $75,958 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128,599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,186,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $464,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,579,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,312,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,114,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,498,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $464,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,693,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,859,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,629,094 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,033 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $3,248,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,081,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,081,998 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| 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 |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $66,274,658 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $72,413,004 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $68,918,834 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $424,406,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $427,996,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $560,474,038 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $67,957,925 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,282,937 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $68,821,749 | 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 | $561,914,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $577,773,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $701,296,619 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $561,914,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $577,773,944 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $561,914,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $577,773,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $561,914,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $577,773,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $561,914,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,859,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $577,773,943 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $577,773,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES (WITH VARIOUS PURCHASE AND SALE DATES) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $29,100,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,895,775 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,204,225 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $8,204,225 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,204,225 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $342,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $342,344 | SubtotalAmt |
| Tax Based On Investment Income | $342,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $275,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $67,344 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $342,344 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 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 | Yes (true) | 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) |
|---|---|---|
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|
| Teri A Hansen | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | President / CEO | 40.000 | $456,724 | $30,500 | $0 |
| Evelio I Bosque | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | CFO / Treasurer | 40.000 | $273,624 | $8,841 | $0 |
| Jessica B Polk | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Secretary | 40.000 | $102,149 | $9,583 | $0 |
| Deborah K Hanson | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Benjamin R Hanan | |||||||||
| 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 |
| Laura Kingsley | |||||||||
| 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 |
| Michael E Gronli | |||||||||
| 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 |
| Scott J Barancik | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | $0 |
| Steve Barancik | |||||||||
| 1516 Ringling Blvd | 501 | Sarasota | FL | 34236 | Director | 2.000 | $0 | $0 | |
| Stefanie Jones | |||||||||
| 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 |
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 | $275,225 | $30,500 | $0 |
| Kelly A Romanoff | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Innovation Officer | 40.000 | $199,979 | $18,133 | $0 |
| Gregory L Luberecki | |||||||||
| 1515 Ringling Blvd | 500 | Sarasota | FL | 34236 | Comm. Officer | 40.000 | $134,716 | $7,325 | $0 |
| Omar Guevarra | |||||||||
| 1515 Ringling Boulevard | 500 | Sarasota | FL | 34236 | Impact Officer | 40.000 | $115,202 | $4,677 | $0 |
| Mathew E Sauer | |||||||||
| 1515 Ringling Boulevard | 500 | Sarasota | FL | 34236 | Impact Officer | 40.000 | $108,212 | $3,300 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vanguard Investment Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Devon Park Drive | AddressLine1Txt |
| City | Wayne | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $333,405 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $674,206,494 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,981,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $678,188,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $678,188,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,172,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $668,015,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,400,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,400,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $342,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $342,344 | TotalTaxAmt |
| Distributable Before Adj | $33,058,433 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,058,433 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,058,433 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,693,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $28,693,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,058,433 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,775,984 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | 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 | $28,693,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,775,984 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $917,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,140,789 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (209 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sarasota County Schools | |||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | To support professional development for Principals and Assistant Principals. | $2,750 |
| CenterPlace Health | |||||||
| 1750 17th Street Building N | Sarasota | FL | 34234 | None | PC | 2024 Luncheon and Back to School Event | $5,000 |
| Chicago Zoological Society | |||||||
| Brookfield Zoo 3300 Golf Road | Brookfield | IL | 60513 | None | PC | Bottlenose Dolphins as Sentinels of Coastal Ecosystem Health, 2022 | $260,000 |
| DeSoto County Sheriff's Office | |||||||
| 208 East Cypress Street | Arcadia | FL | 34266 | None | GOV | CMBF Initiative: Recidivism - Reentry Navigator, Vehicle, and Inmate Assistance Fund, 2024 | $122,847 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | Fund for the Sheriff's Office to provide small grants for grassroots efforts that improve neighborhoods | $25,000 |
| Gulf Coast Legal Services | |||||||
| 501 First Avenue North Suite 420 | ST PETERSBURG | FL | 33701 | None | PC | Grant refund received from Gulfcoast Legal Services for unused granted funds. | -$62,646 |
| National Alliance on Mental Illness Sarasota and Manatee Counties | |||||||
| 1226 North Tamiami Trail Suite 202 | Sarasota | FL | 34236 | None | PC | Grant to address the growing mental health needs in our community | $250,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | Grant to establish charitable donor advised fund at Gulf Coast Community Foundation | $2,500,000 |
| Marie Selby Botanical Gardens | |||||||
| 1534 Mound Street | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $79,000 |
| Museum of Science and Industry of Chicago | |||||||
| 5700 South DuSable Lake Shore Drive | Chicago | IL | 60637 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $100,000 |
| Ravinia Festival Association | |||||||
| 418 Sheridan Road | Highland Park | IL | 60035 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $60,000 |
| Ringling College of Art and Design | |||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $77,500 |
| Sarasota Memorial Healthcare Foundation | |||||||
| 1515 South Osprey Avenue Suite B-4 | Sarasota | FL | 34239 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $57,500 |
| Sarasota Orchestra | |||||||
| 709 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $74,600 |
| The Sarasota Ballet | |||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $60,000 |
| Academy Prep Center of St Petersburg | |||||||
| 2301 22nd Ave S | Saint Petersburg | FL | 33712 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| American Jewish Committee | |||||||
| 1605 Main Street 612 Suite 612 | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $50,000 |
| Arcadia-DeSoto County Habitat for Humanity | |||||||
| 10 South DeSoto Avenue | Arcadia | FL | 34265 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $1,000 |
| Asolo Repertory Theatre | |||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $137,000 |
| Booker High School Foundation | |||||||
| 3201 North Orange Avenue | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $2,500 |
| Boys & Girls Clubs of Sarasota and DeSoto Counties | |||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $48,500 |
| Brotherhood of Men Mentor Group | |||||||
| PO Box 51891 | Sarasota | FL | 34232 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $1,000 |
| Sarasota County School District | |||||||
| 1960 Landings Blvd | Sarasota | FL | 34231 | None | GOV | Reimbursement of previously paid Ripple Effect Funds. Funds were subsequently disbursed directly to teachers. | -$33,625 |
| Friends of the Myakka River | |||||||
| 13208 State Road 72 | Sarasota | FL | 342419546 | None | PC | Support for organizational and operating expenses | $90,000 |
| Girls Incorporated of Sarasota County | |||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | Support for organizational and operating expenses | $43,500 |
| Gratitude Generation | |||||||
| 815 Rosemary Terrace | Deerfield | IL | 60015 | None | PC | Support for organizational and operating expenses | $5,000 |
| Girls Incorporated of Sarasota County | |||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | Support for scholarship funds for at-risk girls and educational and character-building programs. | $50,000 |
| FSUAsolo Conservatory for Actor Training | |||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | Support to build a reusable Shakespearean set. | $50,000 |
| Asolo Repertory Theatre | |||||||
| 5555 North Tamiami Trail | Sarasota | FL | 34243 | None | PC | To break down economic, accessibility, and cultural barriers to live theater and educational programming. | $300,000 |
| Mothers Helping Mothers | |||||||
| 5933 North Washington Boulevard | Sarasota | FL | 34243 | None | PC | To build a suite of wrap-around services at the organization's Sarasota drop-in center. | $180,740 |
| Manasota ASALH | |||||||
| PO Box 2356 | Sarasota | FL | 34230 | None | PC | To build staff capacity within the organization. | $151,000 |
| Manatee Children's Services | |||||||
| 1227 9th Avenue West | Bradenton | FL | 34205 | None | PC | To complete critical safety and infrastructure upgrades at its Child Advocacy Center. | $320,000 |
| Community News Collaborative | |||||||
| 1661 Ringling Blvd | Sarasota | FL | 342307000 | None | PC | To create a more informed citizenry through quality news coverage of local stories. | $1,100,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To enable the Longboat Key Police Department to acquire a driving simulator for emergency vehicle operations | $60,000 |
| All Faiths Food Bank | |||||||
| 8171 Blaikie Court | Sarasota | FL | 34240 | None | PC | To expand food insecurity screening programs in Sarasota and DeSoto counties. | $943,568 |
| Take Stock in Children of Sarasota County | |||||||
| PO Box 48186 | Sarasota | FL | 34230 | None | PC | To expand its support for students into DeSoto County. | $400,000 |
| Children First | |||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | None | PC | To expand parenting education, family advocacy and vocational coaching services. | $133,500 |
| Florida Humanities Council | |||||||
| 599 2nd St S | ST PETERSBURG | FL | 33701 | None | PC | To expand programming in 12th Judicial Circuit. | $125,000 |
| Upward Notes | |||||||
| 3904 Lakeside Road 174 | Sarasota | FL | 342321114 | None | PC | To expand the classical music audience and reach more people with the humanizing influence of arts and culture. | $75,000 |
| Links to Success | |||||||
| PO Box 864 | Arcadia | FL | 34265 | None | PC | To help families in DeSoto County access resources and educational opportunities through a family navigation program. | $236,000 |
| Rebuilding Together Tampa Bay | |||||||
| 3914 N 301 Highway Suite 700 | Tampa | FL | 33619 | None | PC | To help Newtown residents remain in their homes and to create a pilot for attracting other participants. | $150,000 |
| Jewish Family & Children's Service of the Suncoast | |||||||
| 2688 Fruitville Road | Sarasota | FL | 34237 | None | PC | To increase access to mental health services for youth. | $331,872 |
| Samaritan Counseling Services Of The Gulf Coast | |||||||
| 3224 Bee Ridge Road | Sarasota | FL | 34239 | None | PC | To increase capacity and train additional mental health professionals. | $100,000 |
| SunCoast Blood Centers | |||||||
| 1760 Mound Street | Sarasota | FL | 34236 | None | PC | To increase the supply of blood donations and to retrofit a mobile unit to be energy efficient. | $46,000 |
| Community Foundation of Sarasota County | |||||||
| 2635 Fruitville Road | Sarasota | FL | 34237 | None | PC | To meet immediate basic human needs following Hurricane Milton. | $50,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To meet immediate basic human needs following Hurricane Milton. | $50,000 |
| Sarasota Memorial Healthcare Foundation | |||||||
| 1515 South Osprey Avenue Suite B-4 | Sarasota | FL | 34239 | None | PC | To meet immediate basic human needs following Hurricane Milton. | $75,000 |
| University of South Florida Foundation | |||||||
| 4202 East Fowler Avenue ALC100 | Tampa | FL | 33620 | None | PC | To provide educational leadership development for teachers in the Sarasota and Manatee county school districts. | $250,062 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To provide food and beverage workers immediate bridge funding following Hurricane Helene. | $50,000 |
| Sarasota Memorial Healthcare Foundation | |||||||
| 1515 South Osprey Avenue Suite B-4 | Sarasota | FL | 34239 | None | PC | To provide match funds to support the long-term sustainability of First 1,000 Days Suncoast. | $350,000 |
| Manatee Community Foundation | |||||||
| 2820 Manatee Avenue West | Bradenton | FL | 34205 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $351,000 |
| Margwine Organization | |||||||
| PO Box 1486 | Sarasota | FL | 342301486 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $45,250 |
| Sarasota County Schools | |||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | To pursue the school district's mission through organizational excellence. | $145,000 |
| Manatee County Sheriff's Office | |||||||
| 600 Highway 301 Boulevard West | Bradenton | FL | 34205 | None | GOV | To reduce recidivism in the 12th Judicial Circuit. | $25,000 |
| Sarasota County Sheriff's Office | |||||||
| PO Box 4115 | Sarasota | FL | 34230 | None | GOV | To reduce recidivism in the 12th Judicial Circuit. | $121,878 |
| Children First | |||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | None | PC | To serve more children and families by adding three new classrooms. | $900,000 |
| Forty Carrots Family Center | |||||||
| 1500 South Tuttle Avenue | Sarasota | FL | 34239 | None | PC | To strengthen families through parenting education and mental health support. | $1,000,000 |
| Climate Adaptation Center | |||||||
| 111 South Pinapple Avenue Unit 911 | Sarasota | FL | 34236 | None | PC | To support a climate summit and research meteorologist. | $50,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To support a housing navigator at United Way of South Sarasota County following recent hurricanes. | $36,500 |
| Sarasota Childrens Museum | |||||||
| 4938 Buchanan Place | Sarasota | FL | 342318509 | None | PF | To support a mobile educational outreach program. | $5,000 |
| Sarasota Children's Museum | |||||||
| 4938 Buchanan Place | Sarasota | FL | 342318509 | None | PC | To support a mobile educational outreach program. | $175,000 |
| Florida Housing Coalition | |||||||
| 1311 North Paul Russell Road Suite | Tallahassee | FL | 323014860 | None | PC | To support a study to determine the affordable housing needs of Sarasota County for the next 30 years. | $22,500 |
| Family Promise of South Sarasota County | |||||||
| 850 Cockrill Street | Venice | FL | 34285 | None | PC | To support a transitional family housing shelter. | $250,000 |
| Easterseals Southwest Florida | |||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | None | PC | To support an affordable housing project and veterans program. | $175,000 |
| Easterseals Southwest Florida | |||||||
| 350 Braden Avenue | Sarasota | FL | 34243 | None | PC | To support autism services. | $250,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To support broader access to healthcare for individuals who are uninsured. | $250,000 |
| Suncoast Partnership to End Homelessness | |||||||
| 1750 17th Street Building C-1 | Sarasota | FL | 34234 | None | PC | To support capacity building efforts. | $248,000 |
| Harvest House | |||||||
| 3650 17th Street | Sarasota | FL | 34235 | None | PC | To support capacity building for the supportive housing provider. | $228,790 |
| Azara Ballet | |||||||
| 5020 Clark Road Suite 504 | Sarasota | FL | 34233 | None | PC | To support capacity building/early operation expenses. | $80,000 |
| Manatee Literacy Council | |||||||
| 3501 Cortez Road West Suite 6 | Bradenton | FL | 34210 | None | PC | To support capacity for expanded literacy programs. | $148,476 |
| Women's Resource Center | |||||||
| 340 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | To support core programming and build organizational capacity. | $410,000 |
| Sunshine Community Compost | |||||||
| PO Box 2101 | Sarasota | FL | 34230 | None | PC | To support education and action programs that increase composting. | $122,500 |
| Solutions To Avoid Red Tide | |||||||
| PO Box 642 | Tallevast | FL | 34270 | None | PC | To support efforts to reduce excess nutrients in our waterways. | $350,000 |
| Southface Institute | |||||||
| 1760 Mound Street | Sarasota | FL | 34236 | None | PC | To support energy- and water-efficiency solutions at nonprofit organizations through the GoodUse program. | $100,000 |
| The Academy at Glengary | |||||||
| 1819 Glengary Street | Sarasota | FL | 34231 | None | PC | To support expansion of a wellness initiative to Manatee County. | $215,000 |
| Pines of Sarasota Foundation | |||||||
| 1501 North Orange Avenue | Sarasota | FL | 34236 | None | PC | To support healthcare career education and childcare scholarships for staff at Pines of Sarasota. | $255,000 |
| Second Heart Homes | |||||||
| PO Box 3886 | Sarasota | FL | 342303886 | None | PC | To support housing for formerly homeless individuals. | $650,000 |
| Ringling College of Art and Design | |||||||
| 2700 North Tamiami Trail | Sarasota | FL | 34234 | None | PC | To support increased access at Sarasota Art Museum. | $550,000 |
| Beyond The Spectrum | |||||||
| 7333 International Place | Sarasota | FL | 34240 | None | PC | To support individuals with intellectual and developmental disabilities. | $300,000 |
| Minorities in Shark Sciences | |||||||
| PO Box 10493 | Bradenton | FL | 34282 | None | PC | To support minority internships in Marine Sciences. | $155,000 |
| Rebuilding Together Tampa Bay | |||||||
| 3914 N 301 Highway Suite 700 | Tampa | FL | 33619 | None | PC | To support neighborhood revitalization while also helping residents retain homeowners. | $250,000 |
| Embracing Our Differences | |||||||
| PO Box 2559 | Sarasota | FL | 342302559 | None | PC | To support operational expenses related to annual art exhibition. | $102,786 |
| Boys & Girls Clubs of Sarasota and DeSoto Counties | |||||||
| 3130 Fruitville Road | Sarasota | FL | 34237 | None | PC | To support organizational capacity to provide positive youth development. | $900,000 |
| Child Protection Center | |||||||
| 720 South Orange Avenue | Sarasota | FL | 34236 | None | PC | To support prevention, intervention and treatment of child abuse. | $100,000 |
| Temple Emanu-El | |||||||
| 151 McIntosh Road | Sarasota | FL | 34232 | None | PC | To support program, which provides backpacks filled with nutritious food to low-income children each week | $10,000 |
| Longboat Key Foundation | |||||||
| 560 Bay Isles Road Unit 8297 | Longboat Key | FL | 342280712 | None | PC | To support public access and environmental education at Quick Point Preserve. | $25,000 |
| Florida Institute of Saltwater Heritage | |||||||
| PO Box 606 4511 124th Street West | Cortez | FL | 34215 | None | PC | To support public access and environmental education at the FISH Preserve. | $165,000 |
| YMCA of Southwest Florida | |||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | To support quality early learning at Sarasota County's largest childcare provider. | $760,507 |
| The Bay Park Conservancy | |||||||
| 655 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | To support resilient shoreline and water quality improvements at The Bay Park. | $800,000 |
| Chicago Botanic Garden | |||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | None | PC | To support Science Careers Continuum in Chicago Public Schools | $25,000 |
| Safe Children Coalition | |||||||
| 1500 Independence Boulevard Suite | Sarasota | FL | 34234 | None | PC | To support staff retention efforts and capacity building. | $750,000 |
| Sarasota County Schools | |||||||
| 1960 Landings Boulevard | Sarasota | FL | 34231 | None | GOV | To support Teacher Recruitment and Retention efforts for Sarasota County Schools. | $972,192 |
| Amy Baldwin | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Brittany Smith | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Carrie Koontz | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Deborah Hogue | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $4,445 |
| Dorothy Rieger | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Edgar Vazquez | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Jillian Nelson | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Julia Tilford | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Leworthy Kathleen | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Kevin Purcell | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Mary Pedro | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $811 |
| Michelle Rivas | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Rob Rowe | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Shannon Wynne | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Stacy Bellanca | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Taleisa Pettey | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Tarra Martello | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $5,000 |
| Xiomara Dearing | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the Ripple Effect program | $3,369 |
| Amy Archer | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Clayton Burton | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $11,988 |
| Charles Carney | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Joanna Davis-Lanum | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Thomas Austin Dunk | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Chad Erickson | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Hali Flahavan | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Allison Foster | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Amy Gerlt | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Kimberly Hall | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $11,072 |
| Andrew Harshman | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Kristina Harshman | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Andrew Jaffee | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $11,693 |
| Jennifer Kaskiw | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $11,915 |
| Alevtina Lazareva | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Denise Milliken | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| James Minor | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Jason Mocherman | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $11,672 |
| Margaret Novello | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Kathryn O'Hare | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $10,780 |
| Katerina Peltier | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $11,999 |
| Chad Smith | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Michaela Stockhill | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Liz Storino | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| Felice Tannen | |||||||
| 1515 Ringling Blvd Suite 500 | Sarasota | FL | 34236 | None | I | To support teacher recruitment and Retention efforts via the TIME Fellowship program | $12,000 |
| YMCA of Southwest Florida | |||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | To support teacher retention and the early learning profession. | $658,928 |
| Project Light of Manatee | |||||||
| 1104 14th Street West | Bradenton | FL | 34205 | None | PC | To support the advancement of adult learners through English proficiency. | $10,000 |
| Boxser Diversity Initiative | |||||||
| 2301 Gulf of Mexico Drive Unit 63 | Longboat Key | FL | 34228 | None | PC | To support the Bending the Arc education program. | $125,000 |
| SunCoast Blood Centers | |||||||
| 1760 Mound Street | Sarasota | FL | 34236 | None | PC | To support the creation of an environmental incubator shared space. | $80,000 |
| Girls Incorporated of Sarasota County | |||||||
| 201 South Tuttle Avenue | Sarasota | FL | 34237 | None | PC | To support the Family Strengthening Program interventions. | $241,100 |
| Help To Home | |||||||
| C/O Rod Urban 702 86th St Ct NW | Bradenton | FL | 34209 | None | PC | To support the Hope Village project in Manatee County. | $350,000 |
| The Greater Sarasota Chamber of Commerce Foundation | |||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | To support the National Civics Bee. | $10,000 |
| The Greater Sarasota Chamber of Commerce Foundation | |||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | To support the Opportunities for All program. | $25,000 |
| National Multiple Sclerosis Society | |||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | None | PC | To support the organization's annual multiple sclerosis Memorial Outing for MS Research. | $405,000 |
| Project Prosper | |||||||
| 13575 58th Street N Suite 107 | Clearwater | FL | 33760 | None | PC | To support the organization's expansion into Manatee County. | $155,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | To support the organization's operational and/or fundraising efforts in honor of Gerry Lublin. | $10,000 |
| The Greater Sarasota Chamber of Commerce Foundation | |||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $13,000 |
| The Haven | |||||||
| 4405 DeSoto Road | Sarasota | FL | 34235 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $2,200 |
| The Jewish Federation Of Sarasota-Manatee | |||||||
| The Larry Greenspon Family Campus f | Sarasota | FL | 34232 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $32,500 |
| The John and Mable Ringling Museum of Art Foundation | |||||||
| 5401 Bay Shore Road | Sarasota | FL | 34243 | None | SO I | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| The Literacy Council of Sarasota | |||||||
| Glasser/Schoenbaum Human Services C | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Tidewell Foundation | |||||||
| 3550 S Tamiami Trail | Sarasota | FL | 34239 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Total Link To Community Cooperative | |||||||
| 1200 Shermer Road Suite 109 | Northbrook | IL | 60062 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $7,000 |
| Transition Sarasota | |||||||
| PO Box 1861 | Sarasota | FL | 34230 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $3,000 |
| UnidosNow | |||||||
| 1750 17th Street C-2 | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| YMCA of Southwest Florida | |||||||
| 701 Center Road | Venice | FL | 34285 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Children First | |||||||
| 1723 North Orange Avenue | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $25,000 |
| Citizens for Conservation | |||||||
| 459 West Highway 22 | Barrington | IL | 60010 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $25,000 |
| Climate Adaptation Center | |||||||
| 111 South Pinapple Avenue Unit 911 | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $6,500 |
| Clothes to Kids | |||||||
| 2168 34th Street South | St Petersburg | FL | 33711 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Community Action Stops Abuse | |||||||
| PO Box 414 | ST PETERSBURG | FL | 33731 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Conservation Foundation of the Gulf Coast | |||||||
| PO Box 902 | Osprey | FL | 34229 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| CreArte Latino Cultural Center | |||||||
| 8251 15th Street East Suite i | Sarasota | FL | 34243 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $9,900 |
| DART | |||||||
| 9401 Biscayne Blvd Suite 215-216 | Miami Shores | FL | 33138 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Daystar Life Center | |||||||
| 1055 28th St S | St Petersburg | FL | 33712 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Deerfield Lions Club Foundation | |||||||
| 910 Skokie Boulevard Suite 115 | Northbrook | IL | 600624032 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $3,000 |
| Desoto County Education Foundation | |||||||
| PO Box 1903 | Arcadia | FL | 342651903 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Desoto County Historical Society | |||||||
| PO Box 1824 | Arcadia | FL | 342651824 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $1,000 |
| Education Foundation of Sarasota County | |||||||
| 1960 Landings Boulevard Suite 120 | Sarasota | FL | 34231 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $15,000 |
| Embracing Our Differences | |||||||
| PO Box 2559 | Sarasota | FL | 342302559 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $28,500 |
| Feeding Tampa Bay | |||||||
| 4702 Transport Drive Building 6 | Tampa | FL | 33605 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| First Step of Sarasota | |||||||
| 4579 Northgate Court | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Florida Philanthropic Network | |||||||
| 12191 West Linebaugh Avenue Suite | Tampa | FL | 33626 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $16,000 |
| Florida Policy Institute | |||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Florida Studio Theatre | |||||||
| 1241 North Palm Avenue | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Gulf Coast Community Foundation | |||||||
| 601 Tamiami Trail South | Venice | FL | 34285 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Gulf Coast Jewish Family & Community Services | |||||||
| 14041 Icot Boulevard | Clearwater | FL | 33760 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $20,000 |
| Harvest House | |||||||
| 3650 17th Street | Sarasota | FL | 34235 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $27,500 |
| Healthy Start Coalition of Sarasota County | |||||||
| 1750 17th Street Building A | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $2,500 |
| Help Us Gather | |||||||
| 1180 Ponce De Leon Blvd Ste 201 | Clearwater | FL | 33756 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Hermitage Artist Retreat | |||||||
| 6630 Manasota Key Road | Englewood | FL | 34223 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $15,000 |
| Jewish Family & Children's Service of the Suncoast | |||||||
| 2688 Fruitville Road | Sarasota | FL | 34237 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $30,000 |
| Jewish United Fund | |||||||
| 30 South Wells Street | Chicago | IL | 60606 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $25,000 |
| Lake County Veterans and Family Services Foundation | |||||||
| 100 South Atkinson Road Suite 110 | Grayslake | IL | 60030 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Library Foundation for Sarasota County | |||||||
| PO Box 17903 | Sarasota | FL | 34276 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $17,500 |
| Menorah Life Foundation | |||||||
| 255 59th Street North | St Petersburg | FL | 33710 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Mote Marine Laboratory | |||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Mothers Helping Mothers | |||||||
| 5933 North Washington Boulevard | Sarasota | FL | 34243 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $2,500 |
| NAACP Empowerment Programs | |||||||
| 4805 Mount Hope Drive | Baltimore | MD | 21215 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Neuro Challenge Foundation | |||||||
| 722 Apex Road Suite A | Sarasota | FL | 34240 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $2,500 |
| Operation Eco Vets | |||||||
| 9210 52nd Ave E | Palmetto | FL | 342218995 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $1,000 |
| Operation Warrior Resolution | |||||||
| 242 South Washington Boulevard 130 | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $1,000 |
| Phi Beta Kappa Society | |||||||
| PO Box 18543 | Tampa | FL | 336798543 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $1,000 |
| Pinellas Community Foundation | |||||||
| 17755 US Hwy 19N Ste 150 | Clearwater | FL | 33764 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Redefine This | |||||||
| 1254 Riegels Landing Drive | Sarasota | FL | 342421780 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Safe Children Coalition | |||||||
| 1500 Independence Boulevard Suite | Sarasota | FL | 34234 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $25,000 |
| Sarasota Opera Association | |||||||
| 61 North Pineapple Avenue Suite 82 | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $20,000 |
| Second Heart Homes | |||||||
| PO Box 3886 | Sarasota | FL | 342303886 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $4,249 |
| St Paul Lutheran Church | |||||||
| 2256 Bahia Vista Street | Sarasota | FL | 34239 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| St Petersburg Arts Alliance | |||||||
| 100 2nd Ave N Ste 150 | ST PETERSBURG | FL | 33701 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $4,000 |
| St Petersburg Free Clinic | |||||||
| 863 3rd Avenue North | St Petersburg | FL | 33701 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $5,000 |
| Suncoast Women of Action | |||||||
| PO Box 3873 | Sarasota | FL | 342303873 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $2,500 |
| The Bay Park Conservancy | |||||||
| 655 North Tamiami Trail | Sarasota | FL | 34236 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| The Chicago Lighthouse for People Who Are Blind or Visually Impaired | |||||||
| 1850 West Roosevelt Road | Chicago | IL | 60608 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| The Florida Center for Early Childhood | |||||||
| 4620 17th Street | Sarasota | FL | 34235 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $7,500 |
| The Florida Holocaust Museum | |||||||
| 55 5th Street South | St Petersburg | FL | 33701 | None | PC | Grant to provide annual support for the organization's general operational and/or fundraising efforts. | $10,000 |
| Resilient Retreat | |||||||
| 3500 Journey Lane | Sarasota | FL | 34240 | None | PC | To support the organization's trauma-informed programs and operating capacity. | $444,869 |
| Florida State University Foundation | |||||||
| 325 West College Avenue | Tallahassee | FL | 32301 | None | PC | To support the Pre-Med Mentoring and Academic Enrichment Program in Sarasota County. | $42,703 |
| The Greater Sarasota Chamber of Commerce Foundation | |||||||
| 1945 Fruitville Road | Sarasota | FL | 34236 | None | PC | To support workforce initiatives and internships in Sarasota County. | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,114,240 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,807 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,683,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,204,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,093,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,093,659 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Charles L Barancik Trust CO NMC | ||||||
| 1 | 520 Lake Cook Rd Suite 280 | Deerfield | IL | 600155643 | $9,500,000 | Yes (X) |
| Margery L Barancik Trust CO NMC | ||||||
| 2 | 520 Lake Cook Rd Suite 280 | Deerfield | IL | 600155643 | $10,764,947 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Kerkering Barberio & Co. (audit) | $19,500 | $9,750 | $9,750 |
| TrimnerBeckham PLLC (tax) | $2,000 | $1,000 | $1,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Equity - Short Term Investment Grade Fund VFSIX #0858. # shares 3,558,686 | $35,537,755 | $34,628,053 |
| Vanguard Bond Fund - Market Index Fund Institutional Shares VBTIX #222. # shares 3,606,930 | $38,745,182 | $34,193,696 |
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 - 1,639,959 | $197,703,406 | $207,864,755 |
| Vanguard Equity - Total Stock Market Index Fund Institutional Plus VSMPX #1871. # Shares - 1,332,713 | $230,292,599 | $352,609,283 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $72,413,004 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $68,918,834 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Shumaker, Loop & Kendrick, LLP (PC Filing) | CategoryTxt |
| Legal Fees | $0 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,818 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance | $36,671 | $36,671 |
| Marketing & Communications | $5,502 | $5,502 |
| Office Expense | $25,288 | $26,048 |
| Technology | $53,360 | $60,378 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Definiti LLC | $2,545 | $2,545 | |
| John Hancock USA (401k) | $9,468 | $9,468 | |
| Dominion Payroll | $2,848 | $2,848 | |
| Vanguard Investment Management | $333,405 | $333,405 | |
| Bonterra | $27,500 | ||
| Chapman Consulting | $4,050 | ||
| Extendio Resources + LLC | $1,750 | ||
| Flourish Health Consulting LLC | $49,000 | ||
| Jennifer Borresen | $2,500 | ||
| Marketing for Change Co. | $30,226 | ||
| Niche-SLC LLC | $39,665 | ||
| OhMD | $19,695 | ||
| Results 1st LLC | $11,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Net Investment Income Tax Payments | CategoryTxt |
| Amt | $340,734 | Amt |
| Disbursements Charitable Prps | -$2,500 | DisbursementsCharitablePrpsAmt |