2016-01-12T16:18:41-06:00 2015-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2014-06-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 LAURA SPENCER CHIEF FINANCIAL OFFICER 9419553000 2016-01-12 1 REBECCA U STONER P00585910 9413654617 2014 2016-04-25 22:37:26Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 19317081 0 X WWW.CFSARASOTA.ORG X 1979 FL PARTNERING TO MAKE CHARITABLE GIVING WORK IN OUR COMMUNITY. WE DO THIS BY WORKING WITH DONORS TO ENSURE THEIR PHILANTHROPIC DREAMS AND INTENTIONS, IN THIS LIFETIME AND BEYOND, ARE CARRIED OUT THROUGH INVESTMENTS IN EFFECTIVE NONPROFITS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. 21 21 0 50 0 0 264068 1013 0 0 1621944 1811621 0 0 1886012 1812634 1124166 939836 0 0 170497 163932 0 0 85826 417488 403747 1712151 1507515 173861 305119 21058733 21027769 242403 222984 20816330 20804785 X PARTNERING TO MAKE CHARITABLE GIVING WORK IN OUR COMMUNITY. WE DO THIS BY WORKING WITH DONORS TO ENSURE THEIR PHILANTHROPIC DREAMS AND INTENTIONS, IN THIS LIFETIME AND BEYOND, ARE CARRIED OUT THROUGH INVESTMENTS IN EFFECTIVE NONPROFITS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. 0 0 736611 695392 GRANTS: THE FOUNDATION GAVE OUT 144 GRANTS TOTALING $695,392 TO VARIOUS NONPROFIT ORGANIZATIONS AND THE AVERAGE GRANT WAS $4,829. GRANTS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 254749 244444 SCHOLARSHIPS: THE FOUNDATION AWARDED 107 SCHOLARSHIPS TOTALING $244,444 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 46371 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. 5152 5152 1042883 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 21 21 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 RICHARD GANS DIRECTOR 1.00 X 0 0 0 AUDREY COLEMAN 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 RODNEY LINFORD DIRECTOR 1.00 X 0 0 0 MICHAEL P MARTELLA DIRECTOR 1.00 X 0 0 0 VINCENTE MEDINA DIRECTOR 1.00 X 0 0 0 MICHAEL R PENDER JR DIRECTOR 1.00 X 0 0 0 NELLE S MILLER DIRECTOR 1.00 X 0 0 0 DUNCAN FINLAY DIRECTOR 1.00 X 0 0 0 VICTORIA LEOPOLD 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 AUSTIN NADWODNY DIRECTOR 1.00 X 0 0 0 JEFFREY R MCCURDY DIRECTOR 1.00 X 0 0 0 WILLIAM M SEIDER DIRECTOR 1.00 X 0 0 0 PATRICK DORSEY TREASURER 1.00 X X 0 0 0 PATRICIA COURTOIS SECRETARY 1.00 X X 0 0 0 KATHLEEN ROBERTS VICE CHAIR/GOVERNANCE 1.00 X X 0 0 0 ORION MARX VICE CHAIR/COMMUNITY INVES 1.00 X X 0 0 0 PHIL A DELANEY JR BOARD CHAIR 1.00 X X 0 0 0 ROXANNE G JERDE PRESIDENT/CEO 40.00 X 0 240981 33904 LAURA SPENCER CFO 40.00 X 0 148587 31895 JOHN ANNIS SR. VICE PRESIDENT, COMMUNITY 40.00 X 0 118987 11709 JANET GINN SR VICE PRESIDENT OF PHILANTHROPIC ENGAGEMENT 40.00 X 0 135466 5405 TINA MROCZKOWSKI JD CORPORATE COUNSEL 32.00 X 0 93409 9209 0 737430 92122 0 0 1 0 0 1013 1013 545126 545126 18770942 17504447 1266495 1266495 1266495 1812634 0 0 1811621 695392 695392 244444 244444 133582 54675 33369 45538 7550 3090 1886 2574 13851 5669 3460 4722 8949 3663 2235 3051 909 372 227 310 3736 1529 933 1274 129679 684 128425 570 14328 5865 3579 4884 14721 6025 3677 5019 5444 2228 1360 1856 10764 4406 2689 3669 4310 1764 1077 1469 12723 5208 3178 4337 2653 1086 663 904 ADMINISTRATIVE FEES 187908 187908 MISCELLANEOUS 13550 5546 3385 4619 REPAIRS AND MAINTENANCE 3022 1237 755 1030 1507515 1042883 378806 85826 19435565 20549172 1623168 478597 21058733 21027769 102143 44084 140260 178900 242403 222984 X 20739667 20728035 76663 76750 20816330 20804785 21058733 21027769 X 305119 -567806 251142 X X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 1 388862 0 1 388862 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 272250 7623004 1 1 76663 4292 3554 651 76750 73306 7490 3510 623 76663 1565211 10705 3522 1499088 73306 1714533 -45662 81344 22316 1565211 1547525 4 261609 79649 14956 1714533 1.00000 0 1 1 0 X 40233918 -567806 39177960 38610154 1623764 187908 962 188870 1812634 22038858 21108113 21108113 930745 187908 388862 576770 1507515 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 39,177,960. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION FROM AFFILIATE 962. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 21,108,113. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO AFFILIATES 388,862. 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 HANUKKAH CHRIST UNITED METHODIST CHURCH 1475 CENTER ROAD VENICE FL 34292 591807487 501(C)(3) 9250 FOR THE CHILD DEVELOPMENT CENTER'S PLAYGROUND EQUIPMENT LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS LOVELAND CENTER INC 157 S HAVANA ROAD VENICE FL 34292 591011392 501(C)(3) 50000 SPECIFICALLY FOR LOVELAND VILLAGE MAYORS' FEED THE HUNGRY PROGRAM INC PO BOX 1992 SARASOTA FL 342301992 650369363 501(C)(3) 5000 SPECIFICALLY FOR HOLIDAY NEEDS - TO BE USED FOR FOOD FOR FAMILIES IN NEED MEALS ON WHEELS OF SARASOTA INC PO BOX 178 SARASOTA FL 342300178 591391249 501(C)(3) 8600 DONOR DATABASE/HOLIDAY NEEDS NEW COLLEGE FOUNDATION INC 5800 BAY SHORE ROAD SARASOTA FL 342432109 590911744 501(C)(3) 24000 DAUGHTERS FOR LIFE SCHOLARSHIP RESURRECTION HOUSE INC PO BOX 398 SARASOTA FL 342300398 650096171 501(C)(3) 5000 SPECIFICALLY FOR HOLIDAY NEEDS - TO BE USED FOR FOOD FOR FAMILIES IN NEED SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC) 2139 MAIN STREET SARASOTA FL 34237 591943399 501(C)(3) 5000 SPECIFICALLY FOR HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 10000 SPECIFICALLY FOR HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY SOUTH BISCAYNE BAPTIST CHURCH PO BOX 7166 NORTH PORT FL 34287 237044150 501(C)(3) 5000 SPECIFICALLY FOR 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 YMCA READS VENICE SCHOOLS PROGRAM SOUTH COUNTY FOOD PANTRY 247 CENTER COURT VENICE FL 34285 650007133 501(C)(3) 20000 SPECIFICALLY FOR HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 5000 SPECIFICALLY FOR HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY VENICE HISTORIC PRESERVATION LEAGUE INC DBA VENICE AREA HISTORICAL SOCIET PO BOX 995 VENICE FL 342840995 650334416 501(C)(3) 36000 FOR THE CIRCUS TRAIN PROJECT - PURCHASE, RECONFIGURATION, PREPARATION AND INSTALLATION AT THE VENICE DEPOT SITE YMCA CHILDREN YOUTH & FAMILY SERVICES ONE S SCHOOL AVE SUITE 301 SARASOTA FL 34237 650691160 501(C)(3) 7500 SPECIFICALLY FOR HOLIDAY NEEDS FOR CLIENTS - FOOD A PRIORITY COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34237 591956886 501(C)(3) 378862 VARIOUS PROGRAMS AND SCHOLARSHIPS MANATEE COMMUNITY FOUNDATION INC 3103 MANATEE AVENUE WEST BRADENTON FL 34205 650833500 501(C)(3) 10000 SCHOLARSHIP PROGRAM SUPPORT 18 0 SCHOLARSHIPS 107 244444 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 200981 0 40000 0 0 0 21904 0 12000 0 274885 0 0 LAURA SPENCER CFO 0 128858 0 19729 0 0 0 14300 0 17595 0 180482 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 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 EXECUTIVE COMMITTEE OF 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: EXPENSE ALLOCATION FROM RELATED ENTITY 251,142. 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 3101 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