2015-02-02T08:29:22-06:00 2014-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2013-06-01 650833500 MANATEE COMMUNITY FOUNDATION INC MANA 9419553000 3103 MANATEE AVENUE WEST BRADENTON FL 34205 LAURA SPENCER CHIEF FINANCIAL OFFICER 9419553000 2015-01-20 1 REBECCA U STONER P00585910 9413654617 2013 2016-02-25 16:41:14Z MARILYN HOWARD 3103 MANATEE AVENUE WEST BRADENTON FL 34205 10684888 0 X WWW.MANATEECOMMUNITYFOUNDATION.ORG X 1998 FL THE MANATEE COMMUNITY FOUNDATION CONNECTS THE CHARITABLE INTERESTS OF DONORS WITH THE ON-GOING NEEDS OF THE COMMUNITY. 15 15 3 30 0 0 6603453 3706888 175761 235503 1052038 1502249 -30384 -35473 7800868 5409167 1575559 2633329 0 0 229121 239950 0 0 160231 410065 515609 2214745 3388888 5586123 2020279 30026112 34344381 4373850 6069057 25652262 28275324 THE MANATEE COMMUNITY FOUNDATION CONNECTS THE CHARITABLE INTERESTS OF DONORS WITH THE ON-GOING NEEDS OF THE COMMUNITY. 0 0 2572516 2507829 223952 GRANTS: THE FOUNDATION GAVE OUT 387 GRANTS TOTALING $2,507,829 TO VARIOUS NONPROFIT ORGANIZATIONS. THESE GRANTS AVERAGED $6,480 AND WERE GIVEN FOR EDUCATION, MENTAL HEALTH, ELDERCARE, ANIMAL WELFARE AND THE ENVIRONMENT AS WELL AS PROVIDING NEEDED PROGRAM SUPPORT FOR LOCAL AGENCIES. THE FOUNDATION MANAGES CHARITABLE DONOR FUNDS TO ENSURE THE PHILANTHROPIC AND ADMINISTRATIVE GOALS OF DONORS AND THE COMMUNITY ARE MET. 132688 125500 23550 SCHOLARSHIPS: THE FOUNDATION AWARDED 51 SCHOLARSHIPS TOTALING $125,500 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. SCHOLARSHIP FUNDS ARE ESTABLISHED AND MANAGED TO ENSURE THAT THE COMMUNITY'S EDUCATIONAL NEEDS ARE MET. 2705204 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X LAURA SPENCER 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 EUGENE BECKSTEIN DIRECTOR 1.00 X 0 0 0 KAYE BUTLER DIRECTOR 1.00 X 0 0 0 NICHOLAS DRIZOS DIRECTOR 1.00 X 0 0 0 ROBERT FIRKINS DIRECTOR 1.00 X 0 0 0 LISA JOHNSON DIRECTOR 1.00 X 0 0 0 KIMBERLY HOPPER DIRECTOR 1.00 X 0 0 0 MICHELINE SILVERMAN DIRECTOR 1.00 X 0 0 0 MICHAEL LONGWORTH DIRECTOR 1.00 X 0 0 0 HOWARD A SEIDER DIRECTOR 1.00 X 0 0 0 CHARLES L SLATER DIRECTOR 1.00 X 0 0 0 KAREN MILLER SECRETARY 1.00 X X 0 0 0 SUSAN ATHERTON TREASURER 1.00 X X 0 0 0 GENE FOGARTY VICE PRESIDENT 1.00 X X 0 0 0 ANTHONY BARTIROME PRESIDENT 1.00 X X 0 0 0 W STUART GREGORY PAST PRESIDENT 1.00 X X 0 0 0 MARILYN HOWARD EXECUTIVE DIRECTOR 40.00 X 83445 0 11534 LAURA SPENCER CFO 1.00 X 0 165068 14482 83445 165068 26016 0 0 1 0 0 88573 3618315 829194 3706888 ADMINISTRATIVE FEES 900099 235503 235503 235503 705409 705409 5983505 5186665 796840 796840 796840 53583 88573 89056 -35473 -35473 5409167 235503 0 1466776 2507829 2507829 125500 125500 101790 30537 40716 30537 105929 11604 35265 59060 6485 725 2164 3596 10686 1444 3654 5588 15060 2967 5478 6615 473 93 172 208 127652 84 127381 187 269629 1199 265757 2673 3736 736 1359 1641 14915 2939 5425 6551 10563 2081 3842 4640 17184 3386 6250 7548 25867 5097 9408 11362 17906 3528 6513 7865 4647 916 1690 2041 MISCELLANEOUS 14162 2790 5151 6221 REPAIRS & MAINTENANCE 8875 1749 3228 3898 3388888 2705204 523453 160231 235985 343646 781027 60307 1055806 282026 2398 2364 720689 125777 610550 594912 25352465 30512836 1987881 2548290 30026112 34344381 10756 11622 70310 83400 6000 0 4286784 5974035 4373850 6069057 X 25361242 27864991 291020 410333 25652262 28275324 30026112 34344381 X 2020279 1723511 -121786 -998942 X X 0 1 X 1 0 X X X 0 0 0 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 - 509(A)(1) 1 1 1 27500 1 27500 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81 1951612 1729322 11882869 1 1 379881 46822 12500 3870 410333 345562 53657 15700 3638 379881 371289 -10145 12000 3582 345562 323751 392 59672 9141 3385 371289 327469 -3177 541 323751 1.00000 0 0 97865 97865 598818 108489 490329 24006 17288 6718 594912 PRIVATE EQUITY FUND 267110 F OTHER ALTERNATIVE 2274607 F GLOBAL REAL ESTATE 6573 F 2548290 FUNDS HELD AS AGENT 5904825 SPLIT INTEREST CONTRACT LIABILITY 69210 5974035 X 49774753 1723511 43959526 45683037 4091716 238978 1078473 1317451 5409167 24385128 21414058 21414058 2971070 238978 178840 417818 3388888 PART V, LINE 4: TO PROVIDE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN MANATEE 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: REVENUES REPORTED BY AFFILIATED ORGANIZATIONS 43,969,777. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -10,251. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS ACTIVITY -89,056. AGENCY CONTRIBUTIONS NOT INCLUDED ON FINANCIAL STATEMENTS 876,000. AGENCY REALIZED GAINS NOT INCLUDED ON FINANCIAL STATEMENTS 140,653. AGENCY INTEREST & DIVIDENDS NOT INCLUDED ON FINANCIAL STATEMENTS 123,376. CONTRIBUTION FROM COMMUNITY FOUNDATION OF SARASOTA COUNTY 27,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATED ORGANIZATIONS 21,325,000. SPECIAL EVENTS ACTIVITY 89,056. ROUNDING 2. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 45,972. AGENCY GRANTS APPROVED NOT INCLUDED ON FINANCIAL STATEMENTS 105,368. CONTRIBUTION TO COMMUNITY FOUNDATION OF SARASOTA COUNTY 27,500. LWR COMMUNITY FUND GALA 67531 39340 28191 45031 2000 2421 SPIRIT OF MANATEE 52025 37283 14742 22455 6525 1 22600 11950 10650 9205 1419 142156 88573 53583 76691 2000 10365 89056 -35473 1 AMERICAN RED CROSS - NATIONAL HEADQUARTERS PO BOX 37243 WASHINGTON DC 20013 530196605 501(C)(3) 5000 COLORADO FLOODS SUPPORT ANNA MARIA ISLAND COMMUNITY CENTER PO BOX 253 ANNA MARIA FL 34216 596166231 501(C)(3) 21520 INCOME DISTRIBUTION ARTHRITIS FOUNDATION 410 12TH STREET WEST BRADENTON FL 34205 590816892 501(C)(3) 11000 GENERAL SUPPORT AVE MARIA UNIVERSITY 5050 AVE MARIA BLVD AVE MARIA FL 341429505 030482006 501(C)(3) 10000 GENERAL SCHOLARSHIP FUND BOYS TOWN OF CENTRAL FLORIDA 975 OKLAHOMA STREET OVIEDA FL 32765 470376600 501(C)(3) 10000 GENERAL SUPPORT CAPUCHIN FRANCISCAN FRIARS PO BOX 839 UNION CITY NJ 07087 226064121 501(C)(3) 10000 GENERAL SUPPORT CATHOLIC BISHOP OF NORTHERN ALASKA 1316 PEGER ROAD FAIRBANKS AK 99709 920019215 501(C)(3) 10000 GENERAL SUPPORT CATHOLIC INDIAN MISSION P O BOX 639 FORT YATES ND 585380639 450305887 501(C)(3) 10000 GENERAL SUPPORT CHURCH OF ST JOHN THE BAPTIST 210 W 31ST STREET NEW YORK NY 10001 135563395 501(C)(3) 10000 GENERAL SUPPORT CLARETIANSNATIONAL SHRINE OF ST JUDE 205 WEST MONROE STREET CHICAGO IL 60606 136218212 501(C)(3) 10000 GENERAL SUPPORT COMMUNITY FOUNDATION OF SARASOTA PO BOX 49587 SARASOTA FL 34230 591956886 501(C)(3) 27500 GENERAL SUPPORT COVENANT HOUSE 733 BREAKERS AVENUE FT LAUDERDALE FL 333044100 592323607 501(C)(3) 10000 GENERAL SUPPORT DAN NOLAN MIDDLE SCHOOL 6615 GREENBROOK BLVD BRADENTON FL 34202 596000728 501(C)(3) 6580 TO PURCHASE "WRITE TO LEARN" DISABLED AMERICAN VETERANS GIFT PROCESSING DEPT PO BOX 14301 CINCINNATI OH 452500301 314166963 501(C)(3) 10000 GENERAL SUPPORT DOMINICAN FRIARS' GUILD 141 EAST 65TH STREET NEW YORK NY 100656699 133188878 501(C)(3) 10000 GENERAL SUPPORT GUARDIAN ANGELS OF SW FLORIDA INC 1429 60TH AVE W SUITE 200 BRADENTON FL 34207 020763545 501(C)(3) 17550 PURCHASE 2008 HONDA ODYSSEY VAN HOPE FAMILY SERVICES INC PO BOX 1624 BRADENTON FL 34206 591970241 501(C)(3) 10000 GENERAL SUPPORT HUMANE SOCIETY OF BOULDER VALLEY 2323 55TH STREET BOULDER CO 80301 840152768 501(C)(3) 5000 COLORADO FLOODS SUPPORT HUMANE SOCIETY OF MANATEE COUNTY INC 2515 14TH STREET WEST BRADENTON FL 34205 591819652 501(C)(3) 10000 GENERAL SUPPORT LIBRARY FOUNDATION INC 1301 BARCARROTA BLVD W BRADENTON FL 34205 592590387 501(C)(3) 26000 DISTRIBUTION LIGHTHOUSE OF MANASOTA 7318 N TAMIAMI TRL SARASOTA FL 34243 592591136 501(C)(3) 10000 GENERAL SUPPORT MANATEE COUNTY HABITAT FOR HUMANITY 4105 CORTEZ RD W BRADENTON FL 34210 591285159 501(C)(3) 15000 GENERAL SUPPORT MEALS ON WHEELS PLUS OF MANATEE INC 811 23RD AVENUE E BRADENTON FL 34208 591420986 501(C)(3) 34600 FOOD BANK CHALLENGE/GENERAL SUPPORT MERCY SHIPS PO BOX 1930 LINDALE TX 75771 262414132 501(C)(3) 5000 GENERAL SUPPORT MONROE COUNTY FAMILY WELLNESS CENTER INC 309 EMBERTON ST TOMPKINSVILLE KY 42167 412056909 501(C)(3) 50000 GENERAL SUPPORT NEW COLLEGE FOUNDATION INC THE KEATING CENTER 5800 BAY SHORE ROAD SARASOTA FL 342432109 590911744 501(C)(3) 10000 GENERAL SUPPORT NEW JERSEY BLIND CITIZENS ASSOCIATION INC 18 BURLINGTON AVE LEONARDO NJ 07737 210689538 501(C)(3) 10000 GENERAL SUPPORT PALMETTO HIGH SCHOOL 1200 17TH STREET W PALMETTO FL 34221 596000728 501(C)(3) 5000 TO PURCHASE COMPUTERS FOR BIOMEDICAL SCIENCES STUDENTS SACRED HEART LEAGUE PO BOX 300 WALLS MS 38680 530196617 501(C)(3) 10000 GENERAL SUPPORT SAINT LEO UNIVERSITY PO BOX 6665 MC 2097 ST LEO FL 335746665 591237047 501(C)(3) 50000 GENERAL SCHOLARSHIP FUND SAINT STEPHEN'S EPISCOPAL SCHOOL 315 41ST ST W BRADENTON FL 342092943 591301635 501(C)(3) 10100 MOORE ATHLETIC COMPLEX SUPPORT SALESIAN MISSIONS 2 LEFEVRE LN NEW ROCHELLE NY 108015710 800522035 501(C)(3) 10000 GENERAL SUPPORT SALVATION ARMY NATIONAL HEADQUARTERS PO BOX 269 ALEXANDRIA VA 22313 222406433 501(C)(3) 5000 COLORADO FLOODS SUPPORT SOUTH FLORIDA MUSEUM & BISHOP PLANETARIUM PO BOX 9265 BRADENTON FL 342069265 590598726 501(C)(3) 32660 SPECTRUM PROGRAM/GENERAL SUPPORT SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET E PALMETTO FL 34221 592252352 501(C)(3) 10500 GENERAL SUPPORT ST JOSEPH'S INDIAN SCHOOL ATTN DONOR SERVICES PO BOX 100 CHAMBERLAIN SD 57325 460235912 501(C)(3) 10000 GENERAL SUPPORT ST LABRE INDIAN SCHOOL PO BOX 797 ASHLAND MT 59003 810244542 501(C)(3) 20000 GENERAL SUPPORT STILLPOINT HOUSE OF PRAYER PO BOX 619 BRADENTON FL 34206 650850895 501(C)(3) 16000 GENERAL SUPPORT/BENEVOLENT FUND THE LEGION OF CHRIST INC 590 COLUMBUS AVENUE THORNWOOD NY 10594 530196617 501(C)(3) 30000 GENERAL SUPPORT THE MANATEE PLAYERS INC 502 3RD AVENUE WEST BRADENTON FL 34205 591196043 501(C)(3) 26000 BUILDING FUND/GENERAL SUPPORT/CRYSTAL GALA TIDEWELL HOSPICE INC 5955 RAND BOULEVARD SARASOTA FL 34238 591911861 501(C)(3) 15000 GENERAL SUPPORT TUTWILER CLINIC INC PO BOX 462 TUTWILER MS 38963 640678336 501(C)(3) 10000 GENERAL SUPPORT WE CARE MANATEE INC 300 RIVERSIDE DRIVE EAST SUITE 2000 2000 BRADENTON FL 34208 593606103 501(C)(3) 12500 GENERAL SUPPORT/PHARMACEUTICAL ASSISTANCE PROGRAM XAVIER SOCIETY FOR THE BLIND TWO PENN PLAZA SUITE 1102 NEW YORK NY 10121 135563026 501(C)(3) 10000 GENERAL SUPPORT 43 SCHOLARSHIPS 51 125500 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 LAURA SPENCER CFO 0 131252 0 33816 0 0 0 5452 0 9030 0 179550 0 0 X 7 829195 STOCK EXCHANGE 0 1 1 PART I, LINE 32B: INVESTMENT ACCOUNTS ARE HELD AT MAJOR FINANCIAL INSTITUTIONS WITH MONEY MANAGERS PROCESSING AND SELLING STOCK CONTRIBUTIONS. FORM 990, PART I, LINE 6 VOLUNTEERS THE ORGANIZATION'S BOARD OF DIRECTORS ARE VOLUNTEERS FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT / CEO INITALLY REVIEW THE RETURN BEFORE PRESENTING THE RETURN TO THE AUDIT COMMITTEE WHO RECOMMENDS 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 OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CURRENT YEAR AGENCY ACTIVITY NOT INCLUDED ON FINANCIAL STATEMENTS -998,940. ROUNDING -2. 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 COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 650173371 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 1 1 1 1 0 0 0