2021-08-11T08:25:43-05:00 2020-12-31 593204548 JAMES MOORE & CO PL 5931 SW 1ST PL GAINESVILLE FL 32607 990 2020-01-01 593473384 THE COMMUNITY FOUNDATION OF NORTH FLORIDA INC COMM 8502222899 3600 MACLAY BLVD SOUTH STE 200 TALLAHASSEE FL 323121276 KATRINA D ROLLE PRESIDENT/CEO 8502222899 2021-08-10 1 KATRINA ROLLE 999009999 CORINNE TURCOTTE P01500189 3523781331 2021-08-09 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATRINA D ROLLE 3600 MACLAY BLVD SOUTH STE 200 TALLAHASSEE FL 323121276 32817119 0 X WWW.CFNF.ORG X 1997 FL TO ENHANCE THE QUALITY OF LIFE IN THE NORTH FLORIDA COMMUNITY THROUGH THE PROMOTION AND SUPPORT OF CHARITABLE GIVING. 16 16 4 16 0 0 7576186 7479733 96717 95853 -94974 1939641 409 0 7578338 9515227 3675617 3399471 0 0 419236 398136 0 0 22392 345380 460515 4440233 4258122 3138105 5257105 81123275 90770759 6567938 6889531 74555337 83881228 TO ENHANCE THE QUALITY OF LIFE IN THE NORTH FLORIDA COMMUNITY THROUGH THE PROMOTION AND SUPPORT OF CHARITABLE GIVING. 0 0 3804011 3399471 95853 THE COMMUNITY FOUNDATION (CFNF) ADMINISTERS OVER 200 CHARITABLE FUNDS FOR THE BENEFIT OF THE NORTH FLORIDA COMMUNITY. THESE CHARITABLE FUNDS EXTEND FINANCIAL SUPPORT TO THE LOCAL NONPROFIT COMMUNITY THROUGH GRANTS. CFNF ALSO SERVES AS A LEADER AND CONVENER, BRINGING TOGETHER FUNDERS AND NONPROFIT ORGANIZATIONS TO COLLABORATE AND ASSIST THE LOCAL COMMUNITY. 3804011 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X KATRINA D ROLLE 8502222899 3600 MACLAY BLVD SOUTH STE 200 TALLAHASSEE FL 32312 SETH CLARK BOARD MEMBER 0.50 X 0 0 0 SKIP FOSTER BOARD MEMBER 0.50 X 0 0 0 FRED HARRIS BOARD MEMBER 0.50 X 0 0 0 SCOTT HIGGINBOTHAM BOARD MEMBER 0.50 X 0 0 0 MICHAEL KRAMER BOARD MEMBER 0.50 X 0 0 0 DEBIE LEONARD BOARD MEMBER 0.50 X 0 0 0 JANA MCCONNAUGHHAY BOARD MEMBER 0.50 X 0 0 0 SUSAN THOMPSON BOARD MEMBER 0.50 X 0 0 0 GLENDA THORNTON BOARD MEMBER 0.50 X 0 0 0 CLAUDE WALKER BOARD MEMBER 0.50 X 0 0 0 SARAH BUTTERS BOARD MEMBER 0.50 X 0 0 0 BOB INZER BOARD MEMBER 0.50 X 0 0 0 ANGIE SIPPLE BOARD MEMBER 0.50 X 0 0 0 ERIC GRANT SECRETARY 1.00 X X 0 0 0 SAM ROGERS CHAIR 1.00 X X 0 0 0 SUSAN PAYNE TURNER TREASURER 1.00 X X 0 0 0 LUCIA FONTELA CFO 35.00 X 82620 0 2479 KATRINA D ROLLE CURRENT PRES 40.00 X 148979 0 4469 231599 0 6948 1 0 1 0 0 7479733 348286 7479733 ADMINISTRATIVE FEE 900099 95853 95853 95853 1871648 1871648 23369885 23301892 67993 67993 67993 9515227 95853 0 1939641 3399471 3399471 238547 183681 54866 124583 95929 28654 1785 1374 411 6646 5117 1529 26575 20463 6112 16750 16750 266767 266767 2125 2125 12615 8261 2468 1886 19358 14906 4452 65921 50759 15162 6819 4641 2178 23847 23847 8072 6215 1857 DONOR DEVELOPMENT 20506 20506 MEMBERSHIP DUES 12140 9348 2792 FUNDHOLDER RETENTION 4995 3846 1149 LICENSES AND FEES 600 600 4258122 3804011 431719 22392 12893544 3410858 8300 308300 1683 5226 130024 91537 60071 38487 30749 15366 67775942 86480978 352986 511544 81123275 90770759 767 425 6567171 6889106 6567938 6889531 X 73264145 82103755 1291192 1777473 74555337 83881228 81123275 90770759 5257105 4068786 0 X 0 1 X 1 0 X 1005494 1124113 1789303 1576186 1479733 6974829 1005494 1124113 1789303 1576186 1479733 6974829 6974829 1149384 1456092 812774 358104 1871648 5648002 12622831 0.55260 0.46170 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: GRANT FROM TRUST DATE: 11/12/20 AMOUNT: 6000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101 27 12300704 287247 3168459 122316 76669976 1419501 1 1 964079 71743 40018 995804 861745 140983 36769 1880 964079 964614 -64461 36931 1477 861745 900304 102700 36960 1430 964614 892762 50 46139 37272 1375 900304 1.00000 0 0 130024 91537 38487 38487 EQUITY FUNDS 42293158 F FIXED INCOME FUNDS 24155991 F REAL ASSETS FUNDS 12915600 F PRIVATE EQUITY FUNDS 6909412 F HEDGE FUND 206817 F 86480978 FUNDS HELD FOR OTHERS 6889106 6889106 X 13317246 4068786 4068786 9248460 266767 266767 9515227 3991355 0 3991355 266767 266767 4258122 PART V, LINE 4: TO PERMANENTLY FUND OPERATIONS OF THE FOUNDATION. PART X, LINE 2: MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE FOUNDATION'S TAX-EXEMPT STATUS, AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS ENDING PRIOR TO DECEMBER 31, 2017. 1 ALL SAINTS' EPISCOPAL CHURCH PO BOX 2626 THOMASVILLE GA 31799 581416273 8500 GENERAL APALACHICOLA MAIN STREET INC PO BOX 156 APALACHICOLA FL 32329 455047458 7500 COVID-19 LT RELIEF BARNABAS CENTER INC 1303 JASMINE STREET FERNANDINA BEACH FL 32034 592920275 20000 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF THE BIG BEND 565 E TENNESSEE ST TALLAHASSEE FL 32308 592130789 25500 COVID-19, GENERAL SUPPORT BLESSED SACRAMENT CATHOLIC CHURCH 624 MICCOSUKEE ROAD TALLAHASSE FL 32308 596044761 7236 GENERAL SUPPORT CARE INC PO BOX 1870 MERRIFIELD VA 22116 131685039 10000 GENERAL SUPPORT CHILDREN'S HEALTH DEFENSE 1227 N PEACHTREE PKY SUITE 202 PEACHTREE CITY GA 30269 260388604 5020 GENERAL SUPPORT CITY OF TALLAHASSEE - DOWNTOWN IMPROVEMENT AUTHORITY 300 W PENSACOLA STREET TALLAHASSEE FL 32301 15000 DOWNTOWN IMPROVEMENT AUTHORITY CITY OF TALLAHASSEE HOUSING & COMMUNITY RESILIENCE 435 N MACOMB STREET BOX B-15 TALLAHASSEE FL 32301 75000 CITY FARM TALLAHASSEE 2ND YEAR AWARD DOMI EDUCATION INC 914 RAILROAD AVENUE TALLAHASSEE FL 32310 463780009 25300 COVID-19 ST & LT RELIEF ELDER CARE SERVICES 2518 W TENNESSEE ST TALLAHASSEE FL 32304 591426079 14850 GENERAL SUPPORT FELLOWSHIP FOUNDATION INC DBA THE INTERNATIONAL FOUNDATION PO BOX 23813 WASHINGTON DC 20026 530204604 9000 MISSIONS FIRST AMENDMENT FOUNDATION 317 E PARK AVENUE TALLAHASSEE FL 32301 592449379 10450 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH - QUINCY 306 N MADISON ST QUINCY FL 32351 590895900 16935 2020 ANNUAL DISTRIBUTION FLORIDA HISTORIC CAPITOL FOUNDATION 400 S MONROE STREET SUITE B-6 TALLAHASSEE FL 32399 272440684 7868 2020 ANNUAL DISTRIBUTION - AGENCY FUND FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION 2000 LEVY AVENUE SUITE 351 TALLAHASSEE FL 32310 593211153 19841 WFSU & FSU MOFA FOUNDATION FOR LEON COUNTY SCHOOLS 725 S CALHOUN STREET TALLAHASSEE FL 32301 592852594 11000 SOCIAL SERVICE SUPPORT & LAPTOP COMPUTERS FOUNDATION4ARTS INC 3510 WEEMS ROAD TALLAHASSEE FL 32317 473242187 10000 COVID-19 ST RELIEF GADSDEN ARTS 13 N MADISON STREET QUINCY FL 32351 593247747 17600 COVID-19 ST & LT RELIEF & CHILDREN'S PROGRAMS KANAKUK MINISTRIES - KANAKUK KAMPS 1353 LAKESHORE DRIVE BRANSON MO 65616 431815310 10000 LINK YEAR SCHOLARSHIPS & REBUILDING KANAKUK KAMPS LEMOYNE ART FOUNDATION 125 N GADSDEN STREET TALLAHASSE FL 32301 596166275 44419 COVID-19 ST RELIEF, GENERAL SUPPORT & 2020 ANNUAL DISTRIBUTION (AGENCY & PUBLIC) LEON COUNTY RESEARCH & DEVELOPMENT AUTHORITY 2051 E PAUL DIRAC DRIVE SUITE 100 TALLAHASSE FL 32310 35000 COVID-19 ST RELIEF LONE OAK TENNIS ASSOCIATION 400 LAKESHORE DRIVE PADUCAH KY 42001 611119759 20000 FACILITY RENOVATION MANAGED ACCESS TO CHILD HEALTH INC 910 N JEFFERSON STREET JACKSONVILLE FL 32209 593192240 500000 JAX CLEFT LIP/PALATE TEAM METHODIST HOMES FOR THE AGING - WESLEY PLACE ON HONEYSUCKLE 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 630376518 10000 FOUNTAIN OF LOVE FUND MICHA'S PLACE INC PO BOX 16287 FERNANDINA BEACH FL 32035 593675485 25000 GENERAL SUPPORT NATIONAL VACCINE INFORMATION CENTER 21525 RIDGETOP ROAD SUITE 100 STERLING VA 20166 541951769 5020 GENERAL PROJECT VERITAS 1214 BOSTON POST RD NO 148 MAMARONECK NY 10543 272894856 5020 GENERAL SUPPORT RILEY CENTER MUSEUM 419 E JEFFERSON STREET TALLAHASSEE FL 32301 593518113 15541 COVID-19 LT RELIEF SAINT PAUL'S UNITED METHODIST CHURCH 1700 N MERIDIAN ROAD TALLAHASSEE FL 32303 593050390 80000 GENERAL SUPPORT SECOND HARVEST OF THE BIG BEND 4446 ENTREPOT BLVD TALLAHASSEE FL 32310 592610345 31086 GENERAL SUPPORT SERGE (WORLD HARVEST MISSION) 101 WEST AVENUE 305 JENKINTOWN PA 19046 232223692 13520 PROGRAMS SOURCE OF LIGHT MINISTRIES INTERNATIONAL INC 1011 MISSION ROAD MADISON GA 30650 586004217 11371 MISSIONS SOUTHERN SCHOLARSHIP FOUNDATION 322 STADIUM DRIVE TALLAHASSEE FL 32304 590939481 10000 ROTARY SCHOLARSHIP HOUSE ST MICHAEL & ALL ANGELS EPISCOPAL CHURCH 1405 MELVIN STREET TALLAHASSEE FL 32301 592348603 10000 TALLAHASSEE COMMUNITY REMEMBRANCE PROJECT TALLAHASSEE MUSEUM 3945 MUSEUM DRIVE TALLAHASSEE FL 32310 590838924 10000 GENERAL SUPPORT TALLAHASSEE SYMPHONY ORCHESTRA 515 E PARK AVENUE TALLAHASSEE FL 32301 591952984 30000 COVID-19 LT RELIEF THE CHURCH OF JESUS CHRIST LATTER DAY SAINTS 50 E NORTH TEMPLE ST SALT LAKE CITY UT 84150 237300405 1200000 TITHING FUND THE TALLAHASSEE QUARTERBACK CLUB FOUNDATION 1429 VIEUX CARRE DRIVE TALLAHASSEE FL 32308 593237681 5500 GENERAL SUPPORT TMH FOUNDATION INC 1331 E SIXTH AVENUE TALLAHASSEE FL 32303 591727645 8945 GENERAL SUPPORT TRINITY UNITED METHODIST CHURCH PO BOX 1086 TALLAHASSEE FL 32302 590638497 6537 GENERAL SUPPORT VETERANS FOR CHILD RESCUE 7320 N LA CHOLLA BLVD STE 154302 TUCSON AZ 85741 821243908 5020 GENERAL SUPPORT WASHINGTON IMPROVEMENT GROUP PO BOX 754 PORT ST JOE FL 32456 593194254 12192 GENERAL PURPOSE 71 0 PART I, LINE 2: STAFF VERIFIES THE NONPROFIT STATUS OF THE GRANTEE ORGANIZATION BY RUNNING MICROEDGE TAX STATUS PLUS IN FIMS TO DETERMINE WHETHER THE ORGANIZATION IS A 501(C)(3) IN GOOD STANDING WITH THE IRS AND DETERMINE ITS STATUS AS 509(A)(1) OR 509(A)(2). IF THE GRANTEE ORGANIZATION IS NOT IDENTIFIED AS SUCH, ADDITIONAL DUE DILIGENCE IS CONDUCTED AS APPROPRIATE. SHOULD EXPENDITURE RESPONSIBILITY BE REQUIRED, THAT IS PERFORMED PRIOR TO A GRANTEE RECEIVING AN AWARD. 0 0 0 0 0 0 0 0 0 KATRINA D ROLLE CURRENT PRES 144979 0 4000 0 0 0 4469 0 0 0 153448 0 0 0 X 7 390547 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT FORM 990 WAS PROVIDED TO THE GOVERNING BODY PRIOR TO IT BEING FILED AND THE ORGANIZATION'S PRESIDENT REVIEWS THE FORM 990 BEFORE IT IS FILED. AFTER FILING, A COPY OF THE ORGANIZATION'S FORM 990 IS POSTED ON ITS WEBSITE WHERE IT IS AVAILABLE FOR PUBLIC VIEWING. FORM 990, PART VI, SECTION B, LINE 12C THE SIGNED FORMS ARE REVIEWED ANNUALLY FOR ANY CONFLICTS THAT MAY EXIST AND ARE REVIEWED ANY TIME A BUSINESS RELATIONSHIP IS CONTEMPLATED INVOLVING A BOARD MEMBER AND THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT (EXECUTIVE DIRECTOR) IS DETERMINED BY A REVIEW PROCESS WHICH IS CONDUCTED BY THE EXECUTIVE COMMITTEE. A WRITTEN JOB DESCRIPTION AND EVALUATION FORM ARE USED BY THE BOARD IN THE REVIEW PROCESS IN ADDITION TO SALARY DATA FROM THE COMMUNITY FOUNDATION FIELD, LOCAL NONPROFIT AND FOUNDATION EXECUTIVE COMPENSATION, AND OPEN DISCUSSION. COMPENSATION OF THE CFO IS DETERMINED BY A REVIEW PROCESS WHICH IS CONDUCTED BY THE PRESIDENT. A WRITTEN JOB DESCRIPTION AND EVALUATION FORM ARE USED IN THE REVIEW PROCESS IN ADDITION TO SALARY DATA FROM THE COMMUNITY FOUNDATION FIELD. MEMBERS OF THE EXECUTIVE COMMITTEE ARE CONSULTED FROM TIME TO TIME DURING THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE KEPT AT THE OFFICES OF THE COMMUNITY FOUNDATION AND ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC WHO MAKES A REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 OF THE COMMUNITY FOUNDATION ARE POSTED ON THE WEBSITE AND ARE AVAILABLE UPON REQUEST. CFNF REAL ESTATE I LLC 3600 MACLAY BLVD SOUTH STE 200 TALLAHASSEE FL 32312 811237106 RE CONTRI FL 0 0 CFNF