COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY (EIN 65-0173371)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-12-19
IRS object ID
201923539349301427
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-12-19T15:22:51-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591753337PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERKERING BARBERIO & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49348AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342306348ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650173371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION TRUST OFBusinessNameLine1Txt
Business Name Line2SARASOTA COUNTYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone9419553000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12635 FRUITVILLE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34237ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA SPENCERPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone9419553000PhoneNum
Signature2019-12-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA U STONERPreparerPersonNm
PTINP00585910PTIN
Phone9413654617PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.101.221.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-12-10IPDt
IP Tm09:45:21IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB8B5E3EAF249E985C9244A8799E4F795D6E150BAtSubmissionCreationDeviceId
At Submission Filing Device Id8503568639EF6A476C097837F23B5DCD8B541B84AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROXANNE G JERDEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12635 FRUITVILLE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34237ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,070,195GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFSARASOTA.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1979FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionCOMMUNITY IMPACT POWERED BY PHILANTHROPY.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,464,933PYInvestmentIncomeAmt
CY Investment Income$993,073CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,464,933PYTotalRevenueAmt
CY Total Revenue$993,073CYTotalRevenueAmt
PY Grants And Similar Paid$986,975PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,107,926CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$124,969CYTotalFundraisingExpenseAmt
PY Other Expenses$621,675PYOtherExpensesAmt
CY Other Expenses$403,023CYOtherExpensesAmt
PY Total Expenses$1,608,650PYTotalExpensesAmt
CY Total Expenses$7,510,949CYTotalExpensesAmt
PY Revenues Less Expenses-$143,717PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,517,876CYRevenuesLessExpensesAmt
Total Assets BOY$20,862,644TotalAssetsBOYAmt
Total Assets EOY$13,975,188TotalAssetsEOYAmt
Total Liabilities BOY$284,836TotalLiabilitiesBOYAmt
Total Liabilities EOY$166,139TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,577,808NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,809,049NetAssetsOrFundBalancesEOYAmt
MissionCOMMUNITY IMPACT POWERED BY PHILANTHROPY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,255,477ExpenseAmt
Grant$7,107,926GrantAmt
Revenue$0RevenueAmt
DescGRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS.Desc
Total Program Service Expenses$7,255,477TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAURA SPENCERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9419553000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12635 FRUITVILLE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34237ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndInstitutional TrusteeInstitutionalTrusteeInd
C J FISHMAN
DIRECTOR1.00Yes (X)$0$0$0
PAUL HUDSON
DIRECTOR1.00Yes (X)$0$0$0
DONNA KOFFMAN
DIRECTOR1.00Yes (X)$0$0$0
DR RODNEY LINFORD
DIRECTOR1.00Yes (X)$0$0$0
KELVIN LUMPKIN
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY R MCCURDY
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL R PENDER
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW SAUER
DIRECTOR1.00Yes (X)$0$0$0
DRAYTON SAUNDERS
DIRECTOR1.00Yes (X)$0$0$0
FELICE SCHULANER
DIRECTOR1.00Yes (X)$0$0$0
RICHARD D SMITH
DIRECTOR1.00Yes (X)$0$0$0
T ANDREW STULTZ
DIRECTOR1.00Yes (X)$0$0$0
MARILYN THOMPSON
DIRECTOR1.00Yes (X)$0$0$0
TERRI VITALE
DIRECTOR1.00Yes (X)$0$0$0
MARY LOU WINNICK
DIRECTOR1.00Yes (X)$0$0$0
DANIEL DELEO
TREASURER1.00Yes (X)$0$0$0Yes (X)
RICHARD GANS
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
WILLIAM M SEIDER
SECRETARY1.00Yes (X)$0$0$0Yes (X)
NELLE S MILLER
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
WELLS FARGO
TRUSTEE1.00$8,243$0$0Yes (X)
BMO PRIVATE BANK
TRUSTEE1.00$17,751$0$0Yes (X)
US TRUST
TRUSTEE1.00$62,264$0$0Yes (X)
ROXANNE G JERDE
PRESIDENT/CEO40.00$0$293,517$33,020Yes (X)
LAURA SPENCER
CFO40.00$0$187,665$25,821Yes (X)
MICHAEL KENNEDY
SVP, COMMUNITY INVESTMENT40.00$0$25,558$0Yes (X)
MARLO DUFFY-TURNER
SVP, DONOR ENGAGEMENT40.00$0$147,990$31,750Yes (X)
ELIZABETH PENNEWILL
CORPORATE COUNSEL32.00$0$130,011$19,686Yes (X)
MISCHA KIRBY
VP, STRATEGIC COMM & MKTG40.00$0$24,831$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$88,258TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$809,572TotReportableCompRltdOrgAmt
Total Other Compensation$110,277TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$352,571TotalRevenueColumnAmt
Exclusion$352,571ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,717,624SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,077,122SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$640,502SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$640,502TotalRevenueColumnAmt
Exclusion$640,502ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$993,073TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$993,073ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,957,326TotalAmt
Program Services$6,957,326ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$150,600TotalAmt
Program Services$150,600ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$577TotalAmt
Program Services$211ProgramServicesAmt
Management And General$187ManagementAndGeneralAmt
Fundraising$179FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,810TotalAmt
Program Services$663ProgramServicesAmt
Management And General$586ManagementAndGeneralAmt
Fundraising$561FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$89,491TotalAmt
Program Services$32,764ProgramServicesAmt
Management And General$28,978ManagementAndGeneralAmt
Fundraising$27,749FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$169,393TotalAmt
Program Services$62,017ProgramServicesAmt
Management And General$54,851ManagementAndGeneralAmt
Fundraising$52,525FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,820TotalAmt
Program Services$5,060ProgramServicesAmt
Management And General$4,475ManagementAndGeneralAmt
Fundraising$4,285FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,398TotalAmt
Program Services$878ProgramServicesAmt
Management And General$776ManagementAndGeneralAmt
Fundraising$744FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,011TotalAmt
Program Services$1,468ProgramServicesAmt
Management And General$1,299ManagementAndGeneralAmt
Fundraising$1,244FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,957TotalAmt
Program Services$716ProgramServicesAmt
Management And General$634ManagementAndGeneralAmt
Fundraising$607FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,211TotalAmt
Program Services$1,175ProgramServicesAmt
Management And General$1,040ManagementAndGeneralAmt
Fundraising$996FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,437TotalAmt
Program Services$526ProgramServicesAmt
Management And General$465ManagementAndGeneralAmt
Fundraising$446FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SHARED OPERATIONAL EXPE$109,403$40,054$35,426$33,923
REPAIRS AND MAINTENANCE$5,515$2,019$1,786$1,710

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,510,949TotalAmt
Program Services$7,255,477ProgramServicesAmt
Management And General$130,503ManagementAndGeneralAmt
Fundraising$124,969FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$82,842BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,454,930BOYAmt
EOY$13,975,188EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$324,872BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,862,644BOYAmt
EOY$13,975,188EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$106,036BOYAmt
EOY$90,539EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$178,800BOYAmt
EOY$75,600EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$284,836BOYAmt
EOY$166,139EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,501,871BOYAmt
EOY$13,730,426EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$3,871EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$75,937BOYAmt
EOY$74,752EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,577,808BOYAmt
EOY$13,809,049EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,862,644BOYAmt
EOY$13,975,188EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,517,876ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$398,255NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$147,372OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN591956886EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$6,668,650SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$6,668,650SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$384,213DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$9,149,322DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,069,880BeginningYearBalanceAmt
Investment Earnings Or Losses$506,560InvestmentEarningsOrLossesAmt
Grants Or Scholarships$599,998GrantsOrScholarshipsAmt
Other Expenditures$653OtherExpendituresAmt
Administrative Expenses$166,740AdministrativeExpensesAmt
End Year Balance$13,809,049EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,441,669BeginningYearBalanceAmt
Investment Earnings Or Losses$1,403,034InvestmentEarningsOrLossesAmt
Grants Or Scholarships$986,975GrantsOrScholarshipsAmt
Other Expenditures$6,508,825OtherExpendituresAmt
Administrative Expenses$279,023AdministrativeExpensesAmt
End Year Balance$14,069,880EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,338,974BeginningYearBalanceAmt
Investment Earnings Or Losses$2,144,261InvestmentEarningsOrLossesAmt
Grants Or Scholarships$864,160GrantsOrScholarshipsAmt
Other Expenditures$644OtherExpendituresAmt
Administrative Expenses$176,762AdministrativeExpensesAmt
End Year Balance$20,441,669EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,812,845BeginningYearBalanceAmt
Contributions$80ContributionsAmt
Investment Earnings Or Losses-$392,028InvestmentEarningsOrLossesAmt
Grants Or Scholarships$868,343GrantsOrScholarshipsAmt
Other Expenditures$637OtherExpendituresAmt
Administrative Expenses$212,943AdministrativeExpensesAmt
End Year Balance$19,338,974EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,817,410BeginningYearBalanceAmt
Contributions$1,012ContributionsAmt
Investment Earnings Or Losses$1,122,787InvestmentEarningsOrLossesAmt
Grants Or Scholarships$939,836GrantsOrScholarshipsAmt
Other Expenditures$620OtherExpendituresAmt
Administrative Expenses$187,908AdministrativeExpensesAmt
End Year Balance$20,812,845EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.99460BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00540TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$55,658,863TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$398,255NetUnrealizedGainsInvstAmt
Other Revenue$55,506,963OtherRevenueAmt
Revenue Not Reported$55,108,708RevenueNotReportedAmt
Revenue Subtotal$550,155RevenueSubtotalAmt
Investment Expenses Not Incld$88,257InvestmentExpensesNotIncldAmt
Other Revenues Not Included$354,661OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$442,918RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$993,073TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,599,982TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$26,187,253OtherExpensesIncludedAmt
Expenses Not Reported$26,187,253ExpensesNotReportedAmt
Expenses Subtotal$412,729ExpensesSubtotalAmt
Investment Expenses Not Incld2$88,257InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$7,009,963OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,098,220ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,510,949TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO PROVIDE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN SARASOTA COUNTY AND SURROUNDING AREAS. PART V - EXPLANATION OF CHANGES TO PRIOR YEAR ENDOWMENT FUNDS DURING THE TAX YEAR IT WAS DETERMINED THAT CERTAIN ADDITIONAL FUNDS SHOULD HAVE BEEN CLASSIFIED AS BEING PART OF THE ORGANIZATION'S ENDOWMENT. ACCORDINGLY, THE AMOUNTS REPORTED IN SCHEDULE D PART V HAVE BEEN RECLASSIFIED FOR THE FULL 5-YEAR PERIOD FOR BOTH TAX AND AUDIT.
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 55,506,963.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 166,740. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 187,921.
PART XII, LINE 2D - OTHER ADJUSTMENTS:AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 26,187,253.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 166,740. SHARED OPERATIONAL EXPENSES ALLOCATED FROM CORPORATION 147,372. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 187,921. FUNDS TRANSFERRED TO RELATED ENTITIES 6,507,928. ROUNDING 2.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALL FAITHS FOOD BANK INC
8171 BLAIKIE COURTSARASOTAFL34240650115814501(C)(3)$35,000PROGRAM SUPPORT
FRIENDS OF THE VENICE PUBLIC LIBRARY
300 NOKOMIS AVENUE SVENICEFL34285591027774501(C)(3)$30,000CAPITAL PURCHASES
LAUREL CIVIC ASSOCIATION INC
PO BOX 511LAURELFL34272650187752501(C)(3)$5,000PROGRAM SUPPORT
MARROW NATION INC
3433 CARMICHAEL STREETPALM HARBORFL34684800484457501(C)(3)$15,000PROGRAM SUPPORT
MEALS ON WHEELS OF SARASOTA INC
PO BOX 178SARASOTAFL342300178591391249501(C)(3)$13,500GENERAL SUPPORT, PROGRAM SUPPORT
SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC)
2139 MAIN STREETSARASOTAFL34237591943399501(C)(3)$17,500PROGRAM SUPPORT
SARASOTA MEMORIAL HEALTHCARE FOUNDATION INC
1515 S OSPREY AVENUE SUITE B4SARASOTAFL342392919510188568501(C)(3)$42,500GENERAL SUPPORT, PROGRAM SUPPORT
SENIOR FRIENDSHIP CENTERS INC
1888 BROTHER GEENEN WAYSARASOTAFL34236591522614501(C)(3)$5,000PROGRAM SUPPORT
SOUTH COUNTY FOOD PANTRY
121 WARFIELD AVENUEVENICEFL34285650007133501(C)(3)$5,000GENERAL SUPPORT
ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH
3930 17TH STREETSARASOTAFL34235043850449501(C)(3)$5,000PROGRAM SUPPORT
THE PAYTON WRIGHT FOUNDATION INC
PO BOX 110067BRADENTONFL34211331204054501(C)(3)$8,000GENERAL SUPPORT
UNIDOSNOW INC
1750 17TH ST BLDG C 2SARASOTAFL34234274102169501(C)(3)$5,000PROGRAM SUPPORT
VENICE AREA BEAUTIFICATION INC
257 TAMIAMI TRAIL NVENICEFL342851916650223440501(C)(3)$25,000GENERAL SUPPORT
VENICE ART CENTER INC
390 NOKOMIS AVENUE SVENICEFL34285596178294501(C)(3)$45,000CAPITAL PURCHASES
WEDU-FLORIDA WEST COAST PUBLIC BROADCASTING INC
1300 N BOULEVARDTAMPAFL336075699590840626501(C)(3)$15,000PROGRAM SUPPORT
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
2635 FRUITVILLE ROADSARASOTAFL34237591956886501(C)(3)$6,668,650GENERAL SUPPORT, PROGRAM SUPPORT, SCHOLARSHIP SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient53RecipientCnt
Cash Grant$150,600CashGrantAmt
Non Cash AssistanceSCHOLARSHIPSNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCERTAIN GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS IN A SPECIFIC FORMAT UPON COMPLETION OF THE GRANT OR 13 MONTHS FROM THE TIME THE GRANT IS AWARDED, WHICHEVER COMES FIRST.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROXANNE G JERDE
PRESIDENT/CEO$0$246,493$0$47,024$0$0$0$24,415$0$8,605$0$326,537$0$0
LAURA SPENCER
CFO$0$163,828$0$23,837$0$0$0$17,176$0$8,645$0$213,486$0$0
MARLO DUFFY-TURNER
SVP, DONOR ENGAGEMENT$0$127,550$0$20,440$0$0$0$14,683$0$17,067$0$179,740$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6 VOLUNTEERSTHE 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 11BTHE CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CEO INITIALLY REVIEW THE RETURN BEFORE PRESENTING THE RETURN TO THE AUDIT COMMITTEE WHO RECOMMENDS THE FINAL APPROVAL TO THE BOARD OF DIRECTORS BEFORE FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED UPON RECEIPT BY THE CORPORATE COUNCIL AND AGAIN DURING THE AUDIT PROCESS.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:ALLOCATION FROM RELATED ENTITY 147,372.
FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESSTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
2635 FRUITVILLE RDSARASOTAFL34237591956886GRANTMAKINGFL501(C)(3)LINE 7N/A0
MANATEE COMMUNITY FOUNDATION INC
2820 MANATEE AVENUE WBRADENTONFL34205650833500GRANTMAKINGFL501(C)(3)LINE 12A, IN/A0
WETHERINGTON FOUNDATION INC
2635 FRUITVILLE RDSARASOTAFL34237371472181GRANTMAKINGFL501(C)(3)LINE 12A, IN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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