2014-04-11T17:10:28-05:00 2013-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2012-06-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 LAURA SPENCER 9419553000 2014-04-11 1 REBECCA U STONER P00585910 9413654617 2012 2015-11-30 17:44:51Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 12048114 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. 22 22 0 50 0 0 7069537 320212 0 0 1137551 1222276 0 0 8207088 1542488 1723465 789751 0 0 491307 180708 0 0 109866 843568 421483 3058340 1391942 5148748 150546 39732101 20032458 859011 168650 38873090 19863808 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 598074 571251 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. 242804 218500 SCHOLARSHIPS: THE FOUNDATION AWARDED 106 SCHOLARSHIPS TOTALING $218,500 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 47787 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. 5041 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. 5041 893706 1 1 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 22 22 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 1.00 X 0 0 0 AUDREY COLEMAN 1.00 X 0 0 0 L THOMAS BAKER JR 1.00 X 0 0 0 BARBARA FREEMAN 1.00 X 0 0 0 KATHLEEN ROBERTS 1.00 X 0 0 0 MOTAZ AGABANI MD 1.00 X 0 0 0 MANUEL PINEIRO 1.00 X 0 0 0 MICHAEL R PENDER JR 1.00 X 0 0 0 JAVIER SUAREZ 1.00 X 0 0 0 DUNCAN FINLAY 1.00 X 0 0 0 VICTORIA LEOPOLD 1.00 X 0 0 0 RICHARD SMITH 1.00 X 0 0 0 TERRI VITALE 1.00 X 0 0 0 ALYSSA SWEENEY 1.00 X 0 0 0 JEFFREY R MCCURDY 1.00 X 0 0 0 VICENTE MEDINA 1.00 X 0 0 0 STEVE DAHLQUIST 1.00 X 0 0 0 DIANE MCFARLIN 1.00 X 0 0 0 PATRICIA COURTOIS 1.00 X X 0 0 0 ORION MARX 1.00 X X 0 0 0 PHIL A DELANEY JR 1.00 X X 0 0 0 MARGARET CALLIHAN 1.00 X X 0 0 0 ROXANNE G JERDE 40.00 X 0 233650 40450 LAURA SPENCER 40.00 X 0 46887 0 JOHN ANNIS 40.00 X 0 96637 698 JOCELYN STEVENS 40.00 X 0 67893 21095 TINA MROCZKOWSKI JD 27.00 X 0 77140 2144 MARK REHDER 40.00 X 0 91986 12522 0 614193 76909 0 0 1 0 0 307182 13030 320212 536473 536473 11191429 10505626 685803 685803 685803 1542488 0 0 1222276 X 571251 571251 218500 218500 147405 54064 45263 48078 11140 4086 3421 3633 12626 4631 3877 4118 9537 3498 2929 3110 2277 2277 4666 4666 130268 130268 186253 8115 170921 7217 15085 5533 4632 4920 7102 2605 2181 2316 13558 4973 4163 4422 4937 1811 1516 1610 13591 4985 4173 4433 16168 5930 4965 5273 3755 1377 1153 1225 MISCELLANEOUS 19387 720 603 18064 REPAIRS AND MAINTENANCE 4436 1627 1362 1447 1391942 893706 388370 109866 9898363 29744439 19636832 89299 395626 39732101 20032458 36888 11755 822123 156895 859011 168650 X 37264627 18113650 43253 40522 1565210 1709636 38873090 19863808 39732101 20032458 X 150546 1718379 -20878207 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 262749 1 262749 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 0 363027 8331913 1 1 1565211 10705 3522 1499088 73306 1714533 -45662 81344 22316 1565211 1547525 4 261609 79649 14956 1714533 906574 482404 200176 24358 17271 1547525 1190877 2 -254683 23923 5699 906574 1.00000 0 1 1 0 X 62944818 1718379 60155260 61873639 1071179 471309 471309 1542488 20627032 19661966 19661966 965066 426876 426876 1391942 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 1 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 25 0 SCHOLARSHIPS 101 218500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 ROXANNE G JERDE 0 186650 0 47000 0 0 0 28876 0 11574 0 274100 0 0 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. 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