2017-12-05T07:59:30-06:00 2017-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2016-07-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 LAURA SPENCER CHIEF FINANCIAL OFFICER 9419553000 2017-11-21 1 REBECCA U STONER P00585910 9413654617 71.101.221.218 2017-11-21 13:00:28 ES P BBBBBBE07E8A9A02B2C1B5A0F351B57994A28B98 3FFD19B501CA19AA5ACFBB2F567BC4586211D224 2016 2017-02-10 21:41:12Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 9836184 0 X WWW.CFSARASOTA.ORG X 1979 FL COMMUNITY IMPACT POWERED BY PHILANTHROPY. 19 19 0 50 0 0 0 0 0 0 23442 1552147 0 0 23442 1552147 4500 864161 0 0 0 0 0 0 92554 54823 547499 59323 1411660 -35881 140487 19523648 20650129 184675 208459 19338973 20441670 COMMUNITY IMPACT POWERED BY PHILANTHROPY. 0 0 685267 609111 GRANTS: THE FOUNDATION GAVE OUT 20 GRANTS TOTALING $609,111 TO VARIOUS NONPROFIT ORGANIZATIONS AND THE AVERAGE GRANT WAS $30,455. GRANTS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 263512 255050 SCHOLARSHIPS: THE FOUNDATION AWARDED 101 SCHOLARSHIPS TOTALING $255,050 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 948779 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 X 19 19 0 0 1 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 AUDREY COLEMAN DIRECTOR 1.00 X 0 0 0 DANIEL DELEO DIRECTOR 1.00 X 0 0 0 C J FISHMAN DIRECTOR 1.00 X 0 0 0 BARBARA FREEMAN DIRECTOR 1.00 X 0 0 0 RICK GOMEZ DIRECTOR 1.00 X 0 0 0 VICTORIA LEOPOLD DIRECTOR 1.00 X 0 0 0 RODNEY LINFORD 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 FELICE SCHULANER DIRECTOR 1.00 X 0 0 0 WILLIAM M SEIDER DIRECTOR 1.00 X 0 0 0 RICHARD SMITH 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 PATRICK DORSEY TREASURER 1.00 X X 0 0 0 RICHARD GANS VICE CHAIR 1.00 X X 0 0 0 KATHLEEN ROBERTS BOARD CHAIR 1.00 X X 0 0 0 NELLE S MILLER SECRETARY 1.00 X X 0 0 0 WELLS FARGO TRUSTEE 1.00 X 8258 0 0 BMO PRIVATE BANK TRUSTEE 1.00 X 10842 0 0 US TRUST TRUSTEE 1.00 X 68341 0 0 ROXANNE G JERDE PRESIDENT/CEO 40.00 X 0 267264 31829 LAURA SPENCER CFO 40.00 X 0 172599 23742 JOHN ANNIS SVP, COMMUNITY INVESTMENT 40.00 X 0 151089 14519 MARLO TURNER SVP, DONOR ENGAGEMENT 40.00 X 0 125319 7877 ELIZABETH PENNEWILL CORPORATE COUNSEL 30.00 X 0 109562 6542 87441 825833 84509 0 0 1 0 0 464998 464998 9371186 8284037 1087149 1087149 1087149 1552147 0 0 1552147 X 609111 609111 255050 255050 1053 349 322 382 3863 1281 1181 1401 116538 337 115832 369 180345 1188 177858 1299 36126 11978 11047 13101 3792 1257 1160 1375 8168 2708 2498 2962 3115 1033 952 1130 6442 2136 1970 2336 10164 3370 3108 3686 2787 924 852 1011 SHARED OPERATIONAL EXPE 166477 55196 50908 60373 REPAIRS AND MAINTENANCE 8629 2861 2639 3129 1411660 948779 370327 92554 142336 78629 18944909 20113995 436403 457505 19523648 20650129 38909 184675 169550 184675 208459 X 19267613 20366772 71360 74898 19338973 20441670 19523648 20650129 X 140487 707636 254574 X X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 1 323600 0 1 323600 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 334800 7487022 1 1 71360 7443 3298 607 74898 71284 126 50 71360 76750 -1336 3477 652 71284 76663 4292 3554 651 76750 73306 7490 3510 623 76663 1.00000 0 1 1 0 X 64770059 707636 62687039 63394675 1375384 176763 176763 1552147 39150489 38493764 38493764 656725 754935 754935 1411660 PART V, LINE 4: TO PROVIDE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN SARASOTA COUNTY AND SURROUNDING AREAS. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 62,687,039. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 176,762. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 38,493,764. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 176,762. SHARED OPERATIONAL EXPENSES ALLOCATED FROM CORPORATION 254,572. GRANTS TO AFFILIATES 323,601. 0 ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 34240 650115814 501(C)(3) 35000 PURCHASE THANKSGIVING TURKEYS - AND HOLIDAY FOOD FOR CLIENTS DURING CHRISTMAS AND HANUKAH BOYS & GIRLS CLUBS OF SARASOTA COUNTY INC 3130 FRUITVILLE ROAD SARASOTA FL 34237 596211876 501(C)(3) 6500 TO COVER THE LIFEGUARDS SALARIES FOR THE SUMMER SWIM LESSONS AT THE BOYS & GIRLS CLUBS CHILDREN FIRST INC 1723 N ORANGE AVE SARASOTA FL 34234 590968249 501(C)(3) 40000 IN SUPPORT OF THE CAPITAL CAMPAIGN FLORIDA WINEFEST & AUCTION INC PO BOX 4193 SARASOTA FL 34230 650455486 501(C)(3) 5000 GENERAL SUPPORT GULF COAST COMMUNITY FOUNDATION 601 TAMIAMI TRAIL SOUTH VENICE FL 34285 591052433 501(C)(3) 12500 FPN CHALLENGE GRANT - MATCH SUPPORT FOR LOCAL COLLEGE ACCESS NETWORK INITIATIVE LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD ONLY LIBRARY FOUNDATION FOR SARASOTA COUNTY INC PO BOX 17903 SARASOTA FL 34276 452585429 501(C)(3) 20000 IN SUPPORT OF THE CHILDREN'S LITERACY ENDOWMENT MEALS ON WHEELS OF SARASOTA INC PO BOX 178 SARASOTA FL 34230 591391249 501(C)(3) 10000 HOLIDAY NEEDS FOR CLIENTS - FOOD ONLY SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD ONLY SOUTH COUNTY FAMILY YMCA INC DBA SKY FAMILY YMCA 701 CENTER ROAD VENICE FL 34285 591629660 501(C)(3) 41000 TO SUPPORT THE "Y READS" VENICE SCHOOLS PROGRAM SOUTH COUNTY FOOD PANTRY 247 CENTER COURT VENICE FL 34285 650007133 501(C)(3) 20000 HOLIDAY NEEDS FOR CLIENTS - FOOD ONLY ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD ONLY THE PLAYERS INC AKA THE PLAYERS CENTRE FOR PERFORMING ARTS 838 N TAMIAMI TRAIL SARASOTA FL 34236 590711182 501(C)(3) 7500 TO SUPPORT EDUCATION AND OUTREACH PROGRAMMING FOR CHILDREN IN SARASOTA AND MANATEE COUNTIES UNITED WAY SUNCOAST INC 4215 CONCEPT COURT BRADENTON FL 34211 590901509 501(C)(3) 5000 TO ASSIST IN THE RENOVATION OF THE "READING ROOM" IN TITLE I ELEMENTARY SCHOOLS VENICE HISTORIC PRESERVATION LEAGUE INC DBA VENICE AREA HISTORICAL SOCIET PO BOX 995 VENICE FL 34284 650334416 501(C)(3) 36000 CIRCUS TRAIN PROJECT: PURCHASE, RECONFIGURATION, PREPARATION AND INSTALLATION AT THE VENICE DEPOT SITE VENICE-NOKOMIS UNITED METHODIST CHURCH 208 PALM AVENUE NOKOMIS FL 34275 650457863 501(C)(3) 6500 FOR THE CHILD CARE CENTER NEEDS COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34236 591956886 501(C)(3) 323600 SCHOLARSHIPS, GENERAL SUPPORT, SCBA GENERAL MEMBERSHIP MEETING, SCBA PROGRAMS, 2016 GIVING CHALLENGE, GOCIO ELEMENTARY - FAMILY NEEDS, TUTTLE ELEMENTARY - FAMILY NEEDS, EDEXPLORE SRQ EXPLORATIONS, CYD BREAKFAST, TWO-GEN AND CGLR PROGRAMS, BSN AND BEYOND SCHOLARSHIPS, PILOT PROGRAM WITH HARVEST HOUSE AND JFCS 17 0 SCHOLARSHIPS 101 255050 SCHOLARSHIPS PART I, LINE 2: 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. EXCEPTIONS ARE MADE FOR OPERATING GRANTS FROM DONOR ADVISED FUNDS. 0 0 0 0 0 0 0 0 0 ROXANNE G JERDE PRESIDENT/CEO 0 223264 0 44000 0 0 0 23625 0 8204 0 299093 0 0 LAURA SPENCER CFO 0 152560 0 20039 0 0 0 15837 0 7905 0 196341 0 0 JOHN ANNIS SVP, COMMUNITY INVESTMENT 0 133865 0 17224 0 0 0 13598 0 921 0 165608 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 A, LINE 4 BYLAWS AMENDED AND RESTATED SEPTEMBER 16, 2016 ARTICLE V- SECTION (12) OF THE COMMUNITY TRUST SHOULD BE ELIMINATED SO THE TRUST AGREEMENT MIRRORS THE CORPORATE BYLAWS WHICH DOES NOT ALLOW ANYONE OUTSIDE OF THE BOARD TO APPOINT OR HAVE A GUARANTEED SEAT ON THE BOARD. THE ONLY EXCEPTION TO THIS RULE IS THAT AT LEAST ONE BOARD MEMBER SHALL BE A MEMBER IN GOOD STANDING OF THE SOUTHWEST FLORIDA ESTATE PLANNING COUNCIL, WHO FOUNDED CFSC, AND CFSC SHALL NOMINATE THE MEMBER FROM THE SOUTHWEST FLORIDA ESTATE PLANNING COUNCIL. 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 PRESIDENT/CEO AND 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,188. MANAGEMENT AND GENERAL EXPENSES 1,096. FUNDRAISING EXPENSES 1,299. TOTAL EXPENSES 3,583. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 176,762. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,762. FORM 990, PART XI, LINE 9: ALLOCATION FROM RELATED ENTITY 254,573. ROUNDING 1. 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 0 1 1 0 0 0 0