COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY (EIN 65-0173371)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-11
- IRS object ID
- 201401019349301200
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-11T17:10:28-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591753337 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342306348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650173371 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 9419553000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA SPENCER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9419553000 | Phone |
| Date Signed | 2014-04-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA U STONER | Name |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROXANNE G JERDE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12048114 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFSARASOTA.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7069537 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 320212 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1137551 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1222276 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8207088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1542488 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1723465 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 789751 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 491307 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 180708 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 109866 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 843568 | OtherExpensePriorYear |
| Other Expenses Current Year | 421483 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3058340 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1391942 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5148748 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 150546 | RevenuesLessExpensesCY |
| Total Assets BOY | 39732101 | TotalAssetsBOY |
| Total Assets EOY | 20032458 | TotalAssetsEOY |
| Total Liabilities BOY | 859011 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 168650 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38873090 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19863808 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 598074 | Expense |
| Grants | 571251 | Grants |
| Description | GRANTS: THE FOUNDATION GAVE OUT 38 GRANTS TOTALING $571,251 TO 34 NONPROFIT ORGANIZATIONS AND THE AVERAGE GRANT WAS $16,801. GRANTS WERE MADE TO SUPPORT ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 242804 | Expense |
| Grants | 218500 | Grants |
| Description | SCHOLARSHIPS: THE FOUNDATION AWARDED 106 SCHOLARSHIPS TOTALING $218,500 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 47787 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5041 | Expense |
| Description | BUILDING: THE FOUNDATION OFFERS ITS MEETING AND CONFERENCE ROOMS FREE OF CHARGE TO LOCAL NONPROFIT ORGANIZATIONS. DURING THIS FISCAL YEAR THERE WERE 48 NONPROFIT GROUPS WITH ALMOST 4,500 INDIVIDUALS THAT USED THE BUILDING FOR STAFF MEETINGS, BOARD RETREATS, WORKSHOPS, OR OTHER SIMILAR PURPOSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5041 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 893706 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA SPENCER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9419553000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| 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 | |
| MOTAZ AGABANI MD | ||||||
| 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 | |
| JAVIER SUAREZ | ||||||
| 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 | |
| ALYSSA SWEENEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY R MCCURDY | ||||||
| INVESTMENT COMMITTEE CO-CHAIR | 1.00 | X | 0 | 0 | 0 | |
| VICENTE MEDINA | ||||||
| FINANCE COMMITTEE CO-CHAIR | 1.00 | X | 0 | 0 | 0 | |
| STEVE DAHLQUIST | ||||||
| INVESTMENT COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| DIANE MCFARLIN | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA COURTOIS | ||||||
| SECOND VICE CHAIR/SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| ORION MARX | ||||||
| TREASURER & FINANCE COMMITTEE CO-CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| PHIL A DELANEY JR | ||||||
| BOARD CHAIR (1.1.2013-5.31.2013) | 1.00 | X | 0 | 0 | 0 | X |
| MARGARET CALLIHAN | ||||||
| BOARD CHAIR (6.1.2012-12.31.2012) | 1.00 | X | 0 | 0 | 0 | X |
| ROXANNE G JERDE | ||||||
| PRESIDENT/CEO | 40.00 | 0 | 233650 | 40450 | X | |
| LAURA SPENCER | ||||||
| CFO | 40.00 | 0 | 46887 | 0 | X | |
| JOHN ANNIS | ||||||
| VICE PRESIDENT, COMMUNITY INVESTMENT | 40.00 | 0 | 96637 | 698 | X | |
| JOCELYN STEVENS | ||||||
| VICE PRESIDENT OF DEVELOPMENT & DONOR RELATIONS | 40.00 | 0 | 67893 | 21095 | X | |
| TINA MROCZKOWSKI JD | ||||||
| CORPORATE COUNSEL | 27.00 | 0 | 77140 | 2144 | X | |
| MARK REHDER | ||||||
| PRIOR CFO | 40.00 | 0 | 91986 | 12522 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 614193 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 76909 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 307182 | RelatedOrganizations |
| All Other Contributions | 13030 | AllOtherContributions |
| Total Contributions | 320212 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 536473 | TotalRevenueColumn |
| Exclusion | $536,473 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11191429 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10505626 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 685803 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 685803 | TotalRevenueColumn |
| Exclusion | $685,803 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1542488 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,222,276 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571251 | Total |
| Program Services | 571251 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218500 | Total |
| Program Services | 218500 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147405 | Total |
| Program Services | 54064 | ProgramServices |
| Management And General | 45263 | ManagementAndGeneral |
| Fundraising | 48078 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11140 | Total |
| Program Services | 4086 | ProgramServices |
| Management And General | 3421 | ManagementAndGeneral |
| Fundraising | 3633 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12626 | Total |
| Program Services | 4631 | ProgramServices |
| Management And General | 3877 | ManagementAndGeneral |
| Fundraising | 4118 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9537 | Total |
| Program Services | 3498 | ProgramServices |
| Management And General | 2929 | ManagementAndGeneral |
| Fundraising | 3110 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2277 | Total |
| Management And General | 2277 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4666 | Total |
| Management And General | 4666 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130268 | Total |
| Management And General | 130268 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186253 | Total |
| Program Services | 8115 | ProgramServices |
| Management And General | 170921 | ManagementAndGeneral |
| Fundraising | 7217 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15085 | Total |
| Program Services | 5533 | ProgramServices |
| Management And General | 4632 | ManagementAndGeneral |
| Fundraising | 4920 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7102 | Total |
| Program Services | 2605 | ProgramServices |
| Management And General | 2181 | ManagementAndGeneral |
| Fundraising | 2316 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13558 | Total |
| Program Services | 4973 | ProgramServices |
| Management And General | 4163 | ManagementAndGeneral |
| Fundraising | 4422 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4937 | Total |
| Program Services | 1811 | ProgramServices |
| Management And General | 1516 | ManagementAndGeneral |
| Fundraising | 1610 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13591 | Total |
| Program Services | 4985 | ProgramServices |
| Management And General | 4173 | ManagementAndGeneral |
| Fundraising | 4433 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16168 | Total |
| Program Services | 5930 | ProgramServices |
| Management And General | 4965 | ManagementAndGeneral |
| Fundraising | 5273 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3755 | Total |
| Program Services | 1377 | ProgramServices |
| Management And General | 1153 | ManagementAndGeneral |
| Fundraising | 1225 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 19387 | 720 | 603 | 18064 |
| REPAIRS AND MAINTENANCE | 4436 | 1627 | 1362 | 1447 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1391942 | Total |
| Program Services | 893706 | ProgramServices |
| Management And General | 388370 | ManagementAndGeneral |
| Fundraising | 109866 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9898363 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29744439 | BOY |
| EOY | 19636832 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89299 | BOY |
| EOY | 395626 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39732101 | BOY |
| EOY | 20032458 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36888 | BOY |
| EOY | 11755 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822123 | BOY |
| EOY | 156895 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 859011 | BOY |
| EOY | 168650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37264627 | BOY |
| EOY | 18113650 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43253 | BOY |
| EOY | 40522 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1565210 | BOY |
| EOY | 1709636 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38873090 | BOY |
| EOY | 19863808 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39732101 | BOY |
| EOY | 20032458 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 150546 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1718379 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -20878207 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591956886 | EIN |
| Type Of Organization | 7-509(A)(1) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $262,749 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 262749 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 363027 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 8331913 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1565211 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10705 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3522 | GrantsOrScholarships |
| Administrative Expenses | 1499088 | AdministrativeExpenses |
| End Of Year Balance | 73306 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1714533 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -45662 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 81344 | GrantsOrScholarships |
| Administrative Expenses | 22316 | AdministrativeExpenses |
| End Of Year Balance | 1565211 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1547525 | BeginningOfYearBalance |
| Contributions | 4 | Contributions |
| Investment Earnings Or Losses | 261609 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 79649 | GrantsOrScholarships |
| Administrative Expenses | 14956 | AdministrativeExpenses |
| End Of Year Balance | 1714533 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 906574 | BeginningOfYearBalance |
| Contributions | 482404 | Contributions |
| Investment Earnings Or Losses | 200176 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 24358 | GrantsOrScholarships |
| Administrative Expenses | 17271 | AdministrativeExpenses |
| End Of Year Balance | 1547525 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1190877 | BeginningOfYearBalance |
| Contributions | 2 | Contributions |
| Investment Earnings Or Losses | -254683 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23923 | GrantsOrScholarships |
| Administrative Expenses | 5699 | AdministrativeExpenses |
| End Of Year Balance | 906574 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 62944818 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1718379 | NetUnrealizedGainsInvestments |
| Other Revenues | 60155260 | OtherRevenues |
| Revenue Not Rptd F990 | 61873639 | RevenueNotRptdF990 |
| Revenue Subtotal | 1071179 | RevenueSubtotal |
| Other Revenues Not Included | 471309 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 471309 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1542488 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20627032 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 19661966 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 19661966 | ExpensesNotRptdF990 |
| Expenses Subtotal | 965066 | ExpensesSubtotal |
| Other Expenses Not Included | 426876 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 426876 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1391942 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN SARASOTA COUNTY AND SURROUNDING AREAS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 60,155,260. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION FROM RELATED ENTITY 307,182. ADMIN FEES NETTED WITH ADMIN REVENUE ON FINANCIAL STATEMENTS 164,127. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 19,661,965. ROUNDING 1. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION TO COMMUNITY FOUNDATION OF SARASOTA COUNTY 262,749. ADMIN FEES NETTED WITH ADMIN REVENUE ON FINANCIAL STATEMENTS 164,127. | |
| PART V LINE 1F AMOUNT REALLOCATED TO THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. $1,498,003 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | 650115814 | 501(C)(3) | 30000 | HOLIDAY NEEDS - TO BE USED FOR FOOD FOR FAMILIES IN NEED |
| CIRCUS SARASOTA INC | |||||||
| 2075 BAHIA VISTA ST | SARASOTA | FL | 34239 | 650786312 | 501(C)(3) | 5000 | TO PURCHASE A 2002 15-PASSENGER VAN TO TRANSPORT STUDENTS AND OTHER INDIVIDUALS TO OUTREACH PROGRAMS |
| COMMUNITY YOUTH DEVELOPMENT | |||||||
| 4430 BENEVA RD | SARASOTA | FL | 34233 | 272197575 | 501(C)(3) | 30000 | TO SUPPORT THE STAR LEADERSHIP PROGRAM - YEAR 10 |
| DEBORAH HOSPITAL FOUNDATION | |||||||
| 20 PINE MILL RD | BROWNS MILL | NJ | 08015 | 222049500 | 501(C)(3) | 50000 | PORTION OF THE FUNDING TO PURCHASE ADVANCED SURGICAL AND IMAGING TECHNOLOGY AND EQUIPMENT; CONSTRUCT A HYBRID OPERATING ROOM AT DEBORAH HEART AND LUNG CENTER |
| GLASSERSCHOENBAUM HUMAN SERVICES CENTER | |||||||
| 1750 17TH ST BLDG J-1 | SARASOTA | FL | 34234 | 592707877 | 501(C)(3) | 15878 | MATCH GRANT - FOR THE NEW CHILDREN'S HEALTH CENTER BUILDING |
| HABITAT FOR HUMANITY SOUTH SARASOTA COUNTY INC | |||||||
| 280 ALLIGATOR DRIVE | VENICE | FL | 34293 | 650326534 | 501(C)(3) | 10000 | TOWARD BUILDING 1 DUPLEX VILLA FOR 2 LOW INCOME FAMILIES IN ENGLEWOOD |
| ITN SARASOTA INC | |||||||
| 1226 N TAMIAMI TRL SUITE 300 | SARASOTA | FL | 34236 | 010915148 | 501(C)(3) | 5000 | TO OFFSET COSTS TO PROVIDE SENIORS A LOW-COST AND SAFE ALTERNATIVE TO TRADITIONAL PUBLIC TRANSPORTATION |
| LAUREL CIVIC ASSOCIATION INC | |||||||
| PO BOX 511 | LAUREL | FL | 34272 | 650187752 | 501(C)(3) | 5000 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR SMALL GIFTS FOR FAMILIES IN NEED |
| MANATEE COUNTY GIRLS CLUB INC DBA JUST FOR GIRLS | |||||||
| 1011 21ST STREET EAST | BRADENTON | FL | 34208 | 591271332 | 501(C)(3) | 5000 | SUPPORT THE LEARNING & SERVICE PROGRAM IN ASSOCIATION WITH SMART |
| MEALS ON WHEELS OF SARASOTA COUNTY INC | |||||||
| PO BOX 178 | SARASOTA | FL | 34230 | 591391249 | 501(C)(3) | 1500 | TO DEVELOP A NEW WEBSITE |
| MEALS ON WHEELS OF SARASOTA COUNTY INC | |||||||
| PO BOX 178 | SARASOTA | FL | 34230 | 591391249 | 501(C)(3) | 7500 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR SMALL GIFTS FOR FAMILIES IN NEED |
| NEW COLLEGE FOUNDATION INC | |||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | 590911744 | 501(C)(3) | 10000 | INSTALLATION OF PROFESSIONAL GRADE LIGHTING AND DIGITAL RECORDING EQUIPMENT IN THE MILDRED SAINER PAVILION |
| PINES OF SARASOTA FOUNDATION INC | |||||||
| 1501 N ORANGE AVENUE | SARASOTA | FL | 34236 | 592988752 | 501(C)(3) | 15000 | TO COMPLETE THE NORTH ENTRANCE AT THE PINES' CAMPUS TO ALLOW FIRE AND EMERGENCY VEHICLES MORE DISCRETE ACCESS |
| RESURRECTION HOUSE INC | |||||||
| PO BOX 398 | SARASOTA | FL | 34230 | 650096171 | 501(C)(3) | 5000 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR GIFTS FOR FAMILIES IN NEED |
| SAFE PLACE AND RAPE CRISIS CENTER INC | |||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | 591943399 | 501(C)(3) | 5000 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR GIFTS FOR FAMILIES IN NEED |
| SARASOTA MILITARY ACADEMY | |||||||
| 801 N ORANGE AVENUE | SARASOTA | FL | 34236 | 651149763 | 501(C)(3) | 10000 | FURNISH ONE COMPLETE ACADEMIC CLASSROOM IN THE NEW BUILDING. INCLUDES COMPUTERS, ACTIVE BOARD, FLAT SCREEN TV AND OTHER EQUIPMENT |
| SARASOTA MILITARY ACADEMY | |||||||
| 801 N ORANGE AVENUE | SARASOTA | FL | 34236 | 651149763 | 501(C)(3) | 7527 | TO COMPLETE THE GRANT REQUEST TO FURNISH ONE ACADEMIC CLASSROOM IN THE NEW BUILDING |
| SENIOR FRIENDSHIP CENTERS INC | |||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | 501(C)(3) | 10000 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR GIFTS FOR FAMILIES IN NEED |
| SOUTH BISCAYNE BAPTIST CHURCH | |||||||
| PO BOX 7166 | NORTH PORT | FL | 34287 | 237044150 | 501(C)(3) | 5000 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR GIFTS FOR FAMILIES IN NEED |
| SOUTH COUNTY FAMILY YMCA INC | |||||||
| 701 CENTER ROAD | VENICE | FL | 34285 | 591629660 | 501(C)(3) | 5000 | TO PURCHASE AND INSTALL A SAFETY SURFACE AT THE PRESCHOOL PLAYGROUND |
| SOUTH COUNTY FOOD PANTRY | |||||||
| 790 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | 650007133 | 501(C)(3) | 40000 | HOLIDAY NEEDS - TO BE USED FOR FOOD FOR FAMILIES IN NEED |
| ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH | |||||||
| 3930 17TH STREET | SARASOTA | FL | 34235 | 043850449 | 501(C)(3) | 5000 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR GIFTS FOR FAMILIES IN NEED |
| TAKE STOCK IN CHILDREN OF SARASOTA COUNTY INC | |||||||
| P O BOX 48186 | SARASOTA | FL | 34230 | 331012774 | 501(C)(3) | 10000 | SUPPORT THE "COME ALIVE FOR 75" PROGRAM - 75 SCHOLARSHIPS THROUGH THE FLORIDA PREPAID PROGRAM |
| VENICE AREA BEAUTIFICATION INC | |||||||
| 257 TAMIAMI TRAIL N | VENICE | FL | 34285 | 650223440 | 501(C)(3) | 5000 | PURCHASE, INSTALL AND MAINTAIN HANGING FLOWER BASKETS ON VENICE, TAMPA, MIAMI, NOKOMIS AND NASSAU STREETS IN DOWNTOWN VENICE |
| YMCA CHILDREN YOUTH & FAMILY SERVICES | |||||||
| ONE S SCHOOL AVE SUITE 300 | SARASOTA | FL | 34237 | 650691160 | 501(C)(3) | 7500 | HOLIDAY NEEDS - TO BE USED FOR FOOD AND/OR GIFTS FOR FAMILIES IN NEED |
| THE COMMUNITY FOUNDATION OF SARASOTA CO | |||||||
| 2635 FRUITVILLE RD | SARASOTA | FL | 34237 | 591956886 | 501(C)(3) | 262749 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 25 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 101 | NumberOfRecipients |
| Amount Of Cash Grant | 218500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROXANNE G JERDE | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 186650 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 47000 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 28876 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 11574 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 274100 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| VOLUNTEERS: | FORM 990, PART I, LINE 6: | 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 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 | |
| OTHER FEES | FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 8,115. MANAGEMENT AND GENERAL EXPENSES 6,794. FUNDRAISING EXPENSES 7,217. TOTAL EXPENSES 22,126. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 164,127. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,127. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | PRIOR PERIOD ADJUSTMENT DUE TO REALLOCATION OF NET ASSETS AMONG ENTITIES -20,878,207. |
| RESPONSIBILITY OF AUDIT | FORM 990, PART XI, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS CHARGED WITH OVERSIGHT OF THE AUDIT AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON SELECTION OF AUDIT FIRMS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments