2019-12-19T15:22:51-06:00 2019-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2018-07-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 LAURA SPENCER CHIEF FINANCIAL OFFICER 9419553000 2019-12-10 1 REBECCA U STONER P00585910 9413654617 71.101.221.218 2019-12-10 09:45:21 ES P BB8B5E3EAF249E985C9244A8799E4F795D6E150B 8503568639EF6A476C097837F23B5DCD8B541B84 2018 2020-04-17 16:48:07Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 11070195 0 X WWW.CFSARASOTA.ORG X 1979 FL COMMUNITY IMPACT POWERED BY PHILANTHROPY. 22 22 0 50 0 0 0 0 0 0 1464933 993073 0 0 1464933 993073 986975 7107926 0 0 0 0 0 0 124969 621675 403023 1608650 7510949 -143717 -6517876 20862644 13975188 284836 166139 20577808 13809049 COMMUNITY IMPACT POWERED BY PHILANTHROPY. 0 0 7255477 7107926 0 GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 7255477 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X LAURA SPENCER 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 C J FISHMAN DIRECTOR 1.00 X 0 0 0 PAUL HUDSON DIRECTOR 1.00 X 0 0 0 DONNA KOFFMAN DIRECTOR 1.00 X 0 0 0 DR RODNEY LINFORD DIRECTOR 1.00 X 0 0 0 KELVIN LUMPKIN DIRECTOR 1.00 X 0 0 0 JEFFREY R MCCURDY DIRECTOR 1.00 X 0 0 0 MICHAEL R PENDER DIRECTOR 1.00 X 0 0 0 MATTHEW SAUER DIRECTOR 1.00 X 0 0 0 DRAYTON SAUNDERS DIRECTOR 1.00 X 0 0 0 FELICE SCHULANER DIRECTOR 1.00 X 0 0 0 RICHARD D SMITH DIRECTOR 1.00 X 0 0 0 T ANDREW STULTZ DIRECTOR 1.00 X 0 0 0 MARILYN THOMPSON DIRECTOR 1.00 X 0 0 0 TERRI VITALE DIRECTOR 1.00 X 0 0 0 MARY LOU WINNICK DIRECTOR 1.00 X 0 0 0 DANIEL DELEO TREASURER 1.00 X X 0 0 0 RICHARD GANS CHAIRMAN 1.00 X X 0 0 0 WILLIAM M SEIDER SECRETARY 1.00 X X 0 0 0 NELLE S MILLER VICE CHAIR 1.00 X X 0 0 0 WELLS FARGO TRUSTEE 1.00 X 8243 0 0 BMO PRIVATE BANK TRUSTEE 1.00 X 17751 0 0 US TRUST TRUSTEE 1.00 X 62264 0 0 ROXANNE G JERDE PRESIDENT/CEO 40.00 X 0 293517 33020 LAURA SPENCER CFO 40.00 X 0 187665 25821 MICHAEL KENNEDY SVP, COMMUNITY INVESTMENT 40.00 X 0 25558 0 MARLO DUFFY-TURNER SVP, DONOR ENGAGEMENT 40.00 X 0 147990 31750 ELIZABETH PENNEWILL CORPORATE COUNSEL 32.00 X 0 130011 19686 MISCHA KIRBY VP, STRATEGIC COMM & MKTG 40.00 X 0 24831 0 88258 809572 110277 0 0 1 0 0 352571 352571 10717624 10077122 640502 640502 640502 993073 0 0 993073 6957326 6957326 150600 150600 577 211 187 179 1810 663 586 561 89491 32764 28978 27749 169393 62017 54851 52525 13820 5060 4475 4285 2398 878 776 744 4011 1468 1299 1244 1957 716 634 607 3211 1175 1040 996 1437 526 465 446 SHARED OPERATIONAL EXPE 109403 40054 35426 33923 REPAIRS AND MAINTENANCE 5515 2019 1786 1710 7510949 7255477 130503 124969 82842 20454930 13975188 324872 20862644 13975188 106036 90539 178800 75600 284836 166139 X 20501871 13730426 3871 75937 74752 20577808 13809049 20862644 13975188 X -6517876 -398255 147372 X X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 1 6668650 0 1 6668650 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2 384213 9149322 1 1 14069880 506560 599998 653 166740 13809049 20441669 1403034 986975 6508825 279023 14069880 19338974 2144261 864160 644 176762 20441669 20812845 80 -392028 868343 637 212943 19338974 20817410 1012 1122787 939836 620 187908 20812845 0.99460 0.00000 0.00540 0 0 0 X 55658863 -398255 55506963 55108708 550155 88257 354661 442918 993073 26599982 26187253 26187253 412729 88257 7009963 7098220 7510949 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. 1 ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 34240 650115814 501(C)(3) 35000 PROGRAM SUPPORT FRIENDS OF THE VENICE PUBLIC LIBRARY 300 NOKOMIS AVENUE S VENICE FL 34285 591027774 501(C)(3) 30000 CAPITAL PURCHASES LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 5000 PROGRAM SUPPORT MARROW NATION INC 3433 CARMICHAEL STREET PALM HARBOR FL 34684 800484457 501(C)(3) 15000 PROGRAM SUPPORT MEALS ON WHEELS OF SARASOTA INC PO BOX 178 SARASOTA FL 342300178 591391249 501(C)(3) 13500 GENERAL SUPPORT, PROGRAM SUPPORT SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC) 2139 MAIN STREET SARASOTA FL 34237 591943399 501(C)(3) 17500 PROGRAM SUPPORT SARASOTA MEMORIAL HEALTHCARE FOUNDATION INC 1515 S OSPREY AVENUE SUITE B4 SARASOTA FL 342392919 510188568 501(C)(3) 42500 GENERAL SUPPORT, PROGRAM SUPPORT SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 5000 PROGRAM SUPPORT SOUTH COUNTY FOOD PANTRY 121 WARFIELD AVENUE VENICE FL 34285 650007133 501(C)(3) 5000 GENERAL SUPPORT ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 5000 PROGRAM SUPPORT THE PAYTON WRIGHT FOUNDATION INC PO BOX 110067 BRADENTON FL 34211 331204054 501(C)(3) 8000 GENERAL SUPPORT UNIDOSNOW INC 1750 17TH ST BLDG C 2 SARASOTA FL 34234 274102169 501(C)(3) 5000 PROGRAM SUPPORT VENICE AREA BEAUTIFICATION INC 257 TAMIAMI TRAIL N VENICE FL 342851916 650223440 501(C)(3) 25000 GENERAL SUPPORT VENICE ART CENTER INC 390 NOKOMIS AVENUE S VENICE FL 34285 596178294 501(C)(3) 45000 CAPITAL PURCHASES WEDU-FLORIDA WEST COAST PUBLIC BROADCASTING INC 1300 N BOULEVARD TAMPA FL 336075699 590840626 501(C)(3) 15000 PROGRAM SUPPORT COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34237 591956886 501(C)(3) 6668650 GENERAL SUPPORT, PROGRAM SUPPORT, SCHOLARSHIP SUPPORT 16 0 SCHOLARSHIPS 53 150600 SCHOLARSHIPS PART I, LINE 2: CERTAIN 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. 0 0 0 0 0 0 0 0 0 ROXANNE G JERDE PRESIDENT/CEO 0 246493 0 47024 0 0 0 24415 0 8605 0 326537 0 0 LAURA SPENCER CFO 0 163828 0 23837 0 0 0 17176 0 8645 0 213486 0 0 MARLO DUFFY-TURNER SVP, DONOR ENGAGEMENT 0 127550 0 20440 0 0 0 14683 0 17067 0 179740 0 0 FORM 990, PART I, LINE 6 VOLUNTEERS THE BOARD MEMBERS ARE NOT PAID AND THEREFORE ARE CONSIDERED VOLUNTEERS. IN ADDITION, NONPROFIT SERVICES INCLUDE VOLUNTEERS THAT PROVIDE CONSULTING SERVICES WITH NONPROFIT ORGANIZATIONS IN THE COMMUNITY. COMMUNITY VOLUNTEERS ALSO SERVE ON BOARD APPOINTED TASK FORCES AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CEO INITIALLY REVIEW THE RETURN BEFORE PRESENTING THE RETURN TO THE AUDIT COMMITTEE WHO RECOMMENDS THE FINAL APPROVAL TO THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED UPON RECEIPT BY THE CORPORATE COUNCIL AND AGAIN DURING THE AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: ALLOCATION FROM RELATED ENTITY 147,372. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 591956886 GRANTMAKING FL 501(C)(3) LINE 7 N/A 0 MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE W BRADENTON FL 34205 650833500 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 WETHERINGTON FOUNDATION INC 2635 FRUITVILLE RD SARASOTA FL 34237 371472181 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0