2015-02-02T08:29:22-06:00 2014-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2013-06-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 LAURA SPENCER CHIEF FINANCIAL OFFICER 9419553000 2015-01-20 1 REBECCA U STONER P00585910 9413654617 2013 2016-03-07 17:11:31Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 37904912 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. 19 19 0 50 0 0 320212 264068 0 0 1222276 1621944 0 0 1542488 1886012 789751 1124166 0 0 180708 170497 0 0 91813 421483 417488 1391942 1712151 150546 173861 20032458 21058733 168650 242403 19863808 20816330 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 939565 899583 GRANTS: THE FOUNDATION GAVE OUT 112 GRANTS TOTALING $899,583 TO VARIOUS NONPROFIT ORGANIZATIONS AND THE AVERAGE GRANT WAS $8,032. GRANTS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 234578 224583 SCHOLARSHIPS: THE FOUNDATION AWARDED 120 SCHOLARSHIPS TOTALING $224,583 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 44979 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. 4998 4998 1224120 1 1 0 0 0 1 0 0 0 1 0 1 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 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 L THOMAS BAKER JR DIRECTOR 1.00 X 0 0 0 BARBARA FREEMAN DIRECTOR 1.00 X 0 0 0 KATHLEEN ROBERTS DIRECTOR 1.00 X 0 0 0 STEVE DAHLQUIST DIRECTOR 1.00 X 0 0 0 MANUEL PINEIRO DIRECTOR 1.00 X 0 0 0 MICHAEL R PENDER JR DIRECTOR 1.00 X 0 0 0 PATRICK DORSEY 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 VICENTE MEDINA TREASURER & FINANCE COMMIT 1.00 X X 0 0 0 PATRICIA COURTOIS VICE CHAIR/SECRETARY 1.00 X X 0 0 0 ORION MARX VICE CHAIR/COMMUNITY INVESTMENT BOARD LIAISON 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 221814 41619 LAURA SPENCER CFO 40.00 X 0 165068 14482 JOHN ANNIS VICE PRESIDENT, COMMUNITY 40.00 X 0 105765 13056 JOCELYN STEVENS VICE PRESIDENT OF DEVELOPM 40.00 X 0 81101 19429 TINA MROCZKOWSKI JD CORPORATE COUNSEL 27.00 X 0 98476 12459 0 672224 101045 0 0 1 0 0 264068 264068 502488 502488 37138356 36018900 1119456 1119456 1119456 1886012 0 0 1621944 X 899583 899583 224583 224583 137351 51974 37635 47742 10690 4045 2929 3716 13464 5095 3689 4680 8992 3403 2464 3125 5602 2120 1535 1947 3964 1500 1086 1378 144965 603 143808 554 190150 3663 183122 3365 10697 4048 2931 3718 6269 2372 1718 2179 11516 4358 3155 4003 4687 1774 1284 1629 11086 4195 3038 3853 12080 4571 3310 4199 2638 998 723 917 MISCELLANEOUS 9955 3767 2728 3460 REPAIRS AND MAINTENANCE 3879 1468 1063 1348 1712151 1224120 396218 91813 19636832 19435565 395626 1623168 20032458 21058733 11755 102143 156895 140260 168650 242403 X 18113650 20739667 40522 0 1709636 76663 19863808 20816330 20032458 21058733 173861 765970 12691 0 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 547513 1 547513 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 0 469213 8682039 1 1 73306 7490 3510 623 76663 1565211 10705 3522 1499088 73306 1714533 -45662 81344 22316 1565211 1547525 4 261609 79649 14956 1714533 906574 482404 200176 24358 17271 1547525 1.00000 0 1 1 0 PRIVATE EQUITY FUNDS 170139 F GLOBAL REAL ESTATE 4187 F OTHER ALTERNATIVE 1448842 F 1623168 X 49774753 765970 47850754 48616724 1158029 180470 547513 727983 1886012 24385128 23400960 23400960 984168 180470 547513 727983 1712151 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 47,850,754. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO AFFILIATES 547,513. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 23,400,959. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION FROM AFFILIATES 547,513. 1 ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 34240 650115814 501(C)(3) 35000 THANKSGIVING TURKEYS/HOLIDAY NEEDS FOR CLIENTS CHILD PROTECTION CENTER INC 720 S ORANGE AVE SARASOTA FL 34236 592113850 501(C)(3) 10000 SUPPORT FOR THE PERSONAL SAFETY AND COMMUNITY AWARENESS PROGRAM LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS MAYORS' FEED THE HUNGRY CAMPAIGN PO BOX 1992 SARASOTA FL 342301992 650369363 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS MEALS ON WHEELS OF SARASOTA INC PO BOX 178 SARASOTA FL 342300178 591391249 501(C)(3) 7500 HOLIDAY NEEDS FOR CLIENTS RESURRECTION HOUSE INC PO BOX 398 SARASOTA FL 342300398 650096171 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC) 2139 MAIN STREET SARASOTA FL 34237 591943399 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 34236 591522614 501(C)(3) 10000 HOLIDAY NEEDS FOR CLIENTS SOUTH BISCAYNE BAPTIST CHURCH PO BOX 7166 NORTH PORT FL 34287 237044150 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS SOUTH COUNTY FOOD PANTRY 247 CENTER COURT VENICE FL 34285 650007133 501(C)(3) 20000 HOLIDAY NEEDS FOR CLIENTS ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 5000 HOLIDAY NEEDS FOR CLIENTS THE CIRCUS ARTS CONSERVATORY INC 2075 BAHIA VISTA ST SARASOTA FL 34239 650786312 501(C)(3) 5000 NEW IP PHONE SYSTEM AND PRINTERS YMCA CHILDREN YOUTH & FAMILY SERVICES ONE S SCHOOL AVE SUITE 301 SARASOTA FL 34237 650691160 501(C)(3) 7500 HOLIDAY NEEDS FOR CLIENTS THE COMMUNITY FOUNDATION OF SARASOTA INC 2635 FRUITVILLE RD SARASOTA FL 34237 591956886 501(C)(3) 547513 GENERAL SUPPORT 13 0 SCHOLARSHIPS 120 224583 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 191814 0 30000 0 0 0 33873 0 7746 0 263433 0 0 LAURA SPENCER CFO 0 131252 0 33816 0 0 0 5452 0 9030 0 179550 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 3,663. MANAGEMENT AND GENERAL EXPENSES 2,652. FUNDRAISING EXPENSES 3,365. TOTAL EXPENSES 9,680. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 180,470. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,470. 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