2017-02-15T00:00:00-06:00 2016-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2015-06-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 LAURA SPENCER CHIEF FINANCIAL OFFICER 9419553000 2017-01-23 1 REBECCA U STONER P00585910 9413654617 2015 2017-02-10 21:41:12Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 6698971 0 X WWW.CFSARASOTA.ORG X 1979 FL COMMUNITY IMPACT POWERED BY PHILANTHROPY. 19 19 0 50 0 0 1013 8139 0 0 1811621 732915 0 0 1812634 741054 939836 863843 0 0 163932 0 0 0 68412 403747 523875 1507515 1387718 305119 -646664 21027769 19517791 222984 197625 20804785 19320166 X COMMUNITY IMPACT POWERED BY PHILANTHROPY. 0 0 645491 608793 GRANTS: THE FOUNDATION GAVE OUT 20 GRANTS TOTALING $608,793 TO VARIOUS NONPROFIT ORGANIZATIONS AND THE AVERAGE GRANT WAS $30,440. GRANTS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 264225 255050 SCHOLARSHIPS: THE FOUNDATION AWARDED 101 SCHOLARSHIPS TOTALING $255,050 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 45872 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY'S COMMUNITY INVESTMENT TEAM SUPPORTS A VARIETY OF FAR-REACHING INVESTMENTS IN THE COMMUNITY. SIGNIFICANT TIME, FUNDING AND STRATEGIES ARE COALESCED TO SUPPORT EDUCATION AND GRADE LEVEL READING, EMERGENCY ASSISTANCE FOR THOSE ON THE VERGE OF HOMELESSNESS, AND NONPROFIT EFFECTIVENESS AND EFFICIENCY. THE GIVING PARTNER, OUR LOCAL VERSION OF GUIDESTARS DONOREDGE PLATFORM, HELPS DONORS AND FUNDERS MAKE MORE INFORMED DECISIONS ABOUT GIVING BASED ON HUNDREDS OF ROBUST PROFILES ACCESSIBLE ON WWW.THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION ABOUT NONPROFITS. THE KNOWLEDGE AND INSIGHTS WE GAIN FROM THIS ONLINE TOOL GUIDE NONPROFIT TRAINING, CONSULTATION AND SPECIAL RESOURCES PROVIDED BY THE COMMUNITY FOUNDATION TO NONPROFIT STAFF AND BOARD MEMBERS AT NO COST TO THEM. 955588 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 DUNCAN FINLAY 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 MICHAEL MARTELLA DIRECTOR 1.00 X 0 0 0 JEFFREY R MCCURDY DIRECTOR 1.00 X 0 0 0 NELLE S MILLER 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 TERRI VITALE DIRECTOR 1.00 X 0 0 0 WELLS FARGO TRUSTEE 1.00 X 0 0 0 BMO PRIVATE BANK TRUSTEE 1.00 X 0 0 0 US TRUST TRUSTEE 1.00 X 0 0 0 PATRICK DORSEY TREASURER 1.00 X X 0 0 0 RICHARD GANS VICE CHAIR/SECRETARY 1.00 X X 0 0 0 KATHLEEN ROBERTS BOARD CHAIR 1.00 X X 0 0 0 ORION MARX VICE CHAIR/COMMUNITY INVESTMENT 1.00 X X 0 0 0 ROXANNE G JERDE PRESIDENT/CEO 40.00 X 0 251605 31112 LAURA SPENCER CFO 40.00 X 0 165675 22297 JOHN ANNIS SVP, COMMUNITY INVESTMENT 40.00 X 0 134646 12976 MARLO TURNER SVP, DONOR ENGAGEMENT 40.00 X 0 0 0 ELIZABETH PENNEWILL CORPORATE COUNSEL 30.00 X 0 19069 0 0 570995 66385 0 0 1 0 0 8139 8139 479790 479790 6211042 5957917 253125 253125 253125 741054 0 0 732915 X 608793 608793 255050 255050 1184 483 341 360 3347 1365 964 1018 115014 422 114277 315 188917 1630 186072 1215 26322 10733 7585 8004 3849 1570 1109 1170 8595 3505 2476 2614 3513 1433 1012 1068 6498 2650 1872 1976 2534 1033 730 771 SHARED EMPLOYEE EXPENSE 159971 65236 46090 48645 REPAIRS AND MAINTENANCE 4131 1685 1190 1256 1387718 955588 363718 68412 20549172 19078917 478597 438874 21027769 19517791 44084 7524 178900 190101 222984 197625 X 20728035 19248882 76750 71284 20804785 19320166 21027769 19517791 X -646664 -1062295 224340 X X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 1 283602 0 1 283602 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 314500 7127242 1 1 76750 -1336 3477 652 71285 76663 4292 3554 651 76750 73306 7490 3510 623 76663 1565211 10705 3522 1499088 73306 1714533 -45662 81344 22316 1565211 1.00000 0 1 1 0 X 33384992 -1062295 33891153 32828858 556134 184920 184920 741054 29814774 29159919 29159919 654855 732863 732863 1387718 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 33,891,153. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 184,921. ROUNDING -1. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 29,159,919. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO AFFILIATED ORGANIZATIONS 323,602. ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 184,921. EXPENSES ALLOCATED TO TRUST 224,339. ROUNDING 1. 1 ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 34240 650115814 501(C)(3) 35000 TO PURCHASE THANKSGIVING TURKEYS - AND HOLIDAY NEEDS FOR CLIENTS DURING CHRISTMAS AND HANUKAH BOOKER HIGH SCHOOL 3201 N ORANGE AVENUE SARASOTA FL 34234 650287028 501(C)(3) 5000 BOOKER LAW ACADEMY - NEW SOUND SYSTEM COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34237 591956886 501(C)(3) 283602 GENERAL SUPPORT/ PROGRAMS DEBORAH HOSPITAL FOUNDATION 20 PINE MILL RD BROWNS MILL NJ 08015 222049500 501(C)(3) 50000 TOWARD THE PURCHASE OF A CARDIAC ULTRASOUND MACHINE FOR THE DEPARTMENT OF NON-INVASIVE CARDIOLOGY FLORIDA WINEFEST & AUCTION INC PO BOX 4193 SARASOTA FL 34230 650455486 501(C)(3) 8500 NEW IT LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY LIGHTHOUSE OF MANASOTA 7318 N TAMIAMI TRL SARASOTA FL 34243 592591136 501(C)(3) 10000 TO SUPPORT THE LOW VISION STORE (MARGIN-MISSION-IGNITION PRESENTATION) MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE W BRADENTON FL 34205 650833500 501(C)(3) 40000 PROGRAMS MAYORS' FEED THE HUNGRY PROGRAM INC PO BOX 1992 SARASOTA FL 34230 650369363 501(C)(3) 5000 HOLIDAY NEEDS - TO BE USED FOR FOOD FOR FAMILIES IN NEED MEALS ON WHEELS OF SARASOTA INC PO BOX 178 SARASOTA FL 34230 591391249 501(C)(3) 7500 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY PROTECT OUR DEFENDERS FOUNDATION 3139 BAY SHORE RD SARASOTA FL 34234 454044997 501(C)(3) 10000 ASSISTING IN A MATCH AND SPONSORING THE SARASOTA, FL FUNDRAISER RESURRECTION HOUSE INC PO BOX 398 SARASOTA FL 34230 650096171 501(C)(3) 5000 HOLIDAY NEEDS - TO BE USED FOR FOOD FOR FAMILIES AND INDIVIDUALS IN NEED SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC) 2139 MAIN STREET SARASOTA FL 34237 591943399 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 10000 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY SOUTH BISCAYNE BAPTIST CHURCH PO BOX 7166 NORTH PORT FL 34287 237044150 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY SOUTH COUNTY FAMILY YMCA INC DBA SKY FAMILY YMCA 701 CENTER ROAD VENICE FL 34285 591629660 501(C)(3) 41000 FOR THE "PARTNERSHIP PLUS" SPONSORSHIP SUPPORT OF 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 A PRIORITY ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY VAN WEZEL FOUNDATION INC 777 NORTH TAMIAMI TRAIL SARASOTA FL 34236 592807055 501(C)(3) 25000 FOR ARTS INTEGRATION WORK (SKIPPYJON JONES PERFORMANCE) YMCA CHILDREN YOUTH & FAMILY SERVICES ONE S SCHOOL AVE SUITE 301 SARASOTA FL 34237 650691160 501(C)(3) 7500 HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY 20 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 210865 0 40740 0 0 0 23037 0 8075 0 282717 0 0 LAURA SPENCER CFO 0 144875 0 20800 0 0 0 15203 0 7094 0 187972 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 MAY 19, 2016 ARTICLE IX- FISCAL YEAR: THE FISCAL YEAR OF THE CORPORATION SHALL BE THE 12-MONTH PERIOD ENDING ON THE LAST DAY OF JUNE OR SUCH PERIOD OF 12 CONSECUTIVE MONTHS AS MAY BE DESIGNATED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 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 1,630. MANAGEMENT AND GENERAL EXPENSES 1,151. FUNDRAISING EXPENSES 1,215. TOTAL EXPENSES 3,996. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 184,921. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184,921. FORM 990, PART XI, LINE 9: EXPENSE ALLOCATION TO TRUST 224,339. 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) 7-509(A)(1) N/A 0 MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE W BRADENTON FL 34205 650833500 GRANTMAKING FL 501(C)(3) 11A-TYPE I SUP ORG N/A 0 WETHERINGTON FOUNDATION INC 2635 FRUITVILLE RD SARASOTA FL 34237 371472181 GRANTMAKING FL 501(C)(3) 11A-TYPE I SUP ORG N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0