2014-04-11T17:10:28-05:00 2013-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2012-06-01 650833500 MANATEE COMMUNITY FOUNDATION INC MANA 9419553000 3103 MANATEE AVENUE WEST BRADENTON FL 34205 LAURA SPENCER 9419553000 2014-04-11 1 REBECCA U STONER P00585910 9413654617 2012 2015-11-30 17:44:51Z MARILYN HOWARD 3103 MANATEE AVENUE WEST BRADENTON FL 34205 13477784 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. 13 13 3 30 0 0 2053114 6603453 147123 175761 849807 1052038 1177 -30384 3051221 7800868 2041722 1575559 0 0 220956 229121 0 0 146704 403864 410065 2666542 2214745 384679 5586123 22140571 30026112 3880327 4373850 18260244 25652262 THE MANATEE COMMUNITY FOUNDATION CONNECTS THE CHARITABLE INTERESTS OF DONORS WITH THE ON-GOING NEEDS OF THE COMMUNITY. 0 0 1539330 1480870 164826 GRANTS: THE FOUNDATION GAVE OUT 325 GRANTS TOTALING $1,480,870 TO VARIOUS NONPROFIT ORGANIZATIONS. THESE GRANTS AVERAGED $4,557 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. 98567 94689 10935 SCHOLARSHIPS: THE FOUNDATION AWARDED 50 SCHOLARSHIPS TOTALING $94,689 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. 1637897 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 3 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X LAURA SPENCER 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 EUGENE BECKSTEIN 1.00 X 0 0 0 GENE FOGARTY 1.00 X 0 0 0 KAREN MILLER 1.00 X 0 0 0 NICHOLAS DRIZOS 1.00 X 0 0 0 LISA JOHNSON 1.00 X 0 0 0 KIMBERLY HOPPER 1.00 X 0 0 0 MICHELINE SILVERMAN 1.00 X 0 0 0 CHARLES L SLATER 1.00 X 0 0 0 ALEXANDER KIRKPATRICK 1.00 X 0 0 0 STEWART MOON 1.00 X X 0 0 0 SUSAN ATHERTON 1.00 X X 0 0 0 ANTHONY BARTIROME 1.00 X X 0 0 0 W STUART GREGORY 1.00 X X 0 0 0 MARILYN HOWARD 40.00 X 77853 0 15755 LAURA SPENCER 1.00 X 0 46887 0 77853 46887 15755 0 0 0 0 0 114130 53612 6435711 1562020 6603453 ADMINISTRATIVE FEES 900099 175761 175761 175761 585829 585829 6046636 5580427 466209 466209 466209 66105 114130 96489 -30384 -30384 7800868 175761 0 1021654 1480870 1480870 94689 94689 84578 25373 46518 12687 107250 11877 23039 72334 6277 686 1332 4259 17417 3335 6233 7849 13599 2605 4866 6128 473 473 99489 99489 219696 1149 215843 2704 5547 1062 1985 2500 13437 2573 4808 6056 3826 733 1369 1724 17387 3329 6222 7836 17155 3285 6139 7731 17831 3416 6380 8035 2367 453 847 1067 REPAIRS & MAINTENANCE 7702 1475 2756 3471 MISCELLANEOUS 5155 987 1845 2323 2214745 1637897 430144 146704 1109859 235985 1494079 0 130527 781027 1055806 3891 2398 723889 113339 628380 610550 17521536 25352465 1252299 1987881 22140571 30026112 19301 10756 60801 70310 0 6000 3800225 4286784 3880327 4373850 X 17945449 25361242 314795 291020 18260244 25652262 22140571 30026112 X 5586123 1887569 -81674 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 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70 2247246 865485 10572667 1 1 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 92961 505857 27206 20378 6828 610550 DIVERSIFIED HEDGE FUND 59563 F PRIVATE EQUITY FUND 266518 F OTHER ALTERNATIVE 1591170 F GLOBAL REAL ESTATE 70630 F 1987881 FUNDS HELD AS AGENT 4286784 4286784 X 62944818 1887569 53791203 55678772 7266046 534822 534822 7800868 20627032 18680784 18680784 1946248 268497 268497 2214745 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: REVENUES REPORTED BY AFFILIATED ORGANIZATIONS 53,791,203. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE NETTED WITH ADMIN REVENUE FOR FS 193,660. SPECIAL EVENTS NET INCOME INCLUDED ON PART VIII LINE 8C -96,489. AGENCY CONTRIBUTIONS NOT INCLUDED ON FINANCIAL STATEMENTS 196,623. AGENCY REALIZED GAINS NOT INCLUDED ON FINANCIAL STATEMENTS 83,009. AGENCY INTEREST & DIVIDENDS NOT INCLUDED ON FINANCIAL STATEMENTS 104,407. CONTRIBUTION FROM COMMUNITY FOUNDATION OF SARASOTA COUNTY 53,612. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATED ORGANIZATIONS 18,584,294. SPECIAL EVENTS NET INCOME INCLUDED ON PART VIII LINE 8C 96,489. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 193,660. AGENCY EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 36,685. AGENCY GRANTS APPROVED NOT INCLUDED ON FINANCIAL STATEMENTS 38,152. EAST SIDE GALA 87215 46505 40710 59881 SPIRIT OF MANATEE 51262 37445 13817 16001 3 41758 30180 11578 20607 180235 114130 66105 96489 96489 -30384 1 AMERICAN RED CROSS - NATIONAL HEADQUARTERS PO BOX 37243 WASHINGTON DC 20013 530196605 501(C)(3) 20000 HURRICE/TORNANDO RELIEF AMERICAN RED CROSS OF CENTRAL OKLAHOMA 601 NE SIXTH ST OKLAHOMA OK 73104 530196605 501(C)(3) 5000 TORNADO RELIEF ARTHRITIS FOUNDATION 410 12TH STREET WEST BRADENTON FL 34205 590816892 501(C)(3) 11000 GENERAL SUPPORT ASSOCIATED MARINE INSTITUTES 5915 BENJAMIN CENTER DRIVE TAMPA FL 33634 237440836 501(C)(3) 27500 GENERAL SUPPORT AVE MARIA UNIVERSITY 5050 AVE MARIA BLVD AVE MARIA FL 34142 030482006 501(C)(3) 10000 SCHOLARSHIP FUND AVE MARIA UNIVERSITY PREPARATORY SCHOOL 6289 VERNA RD MYAKKA CITY FL 34251 201121086 501(C)(3) 7793 GENERAL SUPPORT BAPTIST HEALTH SYSTEMS OF SOUTH FLORIDA FOUNDATION INC 8900 NORTH KENDALL DRIVE MIAMI FL 33176 591923401 501(C)(3) 50000 GENERAL SUPPORT BIG BROTHERSBIG SISTERS OF THE SUN COAST INC 101 W VENICE AVENUE SUITE 34 VENICE FL 34285 591361826 501(C)(3) 7000 VARIOUS PROGRAMS BOYS & GIRLS CLUBS OF MANATEE COUNTY INC PO BOX 280 BRADENTON FL 34206 590675141 501(C)(3) 6361 GENERAL SUPPORT/VARIOUS PROGRAMS BOYS TOWN OF CENTRAL FLORIDA 975 OKLAHOMA STREET OVIEDA FL 32765 200654235 501(C)(3) 10000 GENERAL SUPPORT BUONICONTI FUND TO CURE PARALYSIS INC PO BOX 016960 R48 MIAMI FL 33101 650244316 501(C)(3) 10000 GENERAL SUPPORT CAMILLUS HOUSE INC 1603 NW 7TH AVENUE MIAMI FL 33136 650032862 501(C)(3) 5000 GENERAL SUPPORT CAPUCHIN FRANCISCAN FRIARS PO BOX 839 UNION CITY NJ 07087 226064121 501(C)(3) 10000 GENERAL SUPPORT CARDINAL MOONEY HIGH SCHOOL 4171 FRUITVILLE ROAD SARASOTA FL 34232 590900923 501(C)(3) 5000 SCHOLARSHIP FUND 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 58538 450305887 501(C)(3) 10000 GENERAL SUPPORT CENTER FOR BUILDING HOPE 5481 COMMUNICATIONS PKWY SARASOTA FL 34240 650495067 501(C)(3) 7500 GENERAL SUPPORT/VARIOUS PROGRAMS CENTER FOR EDUCATION PARENTS ASSOCIATION 6024 26TH STREET W BRADENTON FL 34207 650796951 501(C)(3) 10000 MONTESSORI SCHOOL SUPPORT CHARLEE OF DADE COUNTY INC 155 SOUTH MIAMI AVENUE MIAMI FL 33130 592302250 501(C)(3) 5000 ROBERT C. HECTOR, JR. MEMORIAL FUND 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 362182121 501(C)(3) 10000 GENERAL SUPPORT COMMUNITY HAVEN FOR ADULTS AND CHILDREN WITH DISABILITIES 4405 DESOTO ROAD SARASOTA FL 34235 591305522 501(C)(3) 7000 GENERAL SUPPORT/VARIOUS PROGRAMS COVENANT HOUSE 733 BREAKERS AVENUE FT LAUDERDALE FL 33304 592323607 501(C)(3) 10000 GENERAL SUPPORT DISABLED AMERICAN VETERANS GIFT PROCESSING DEPT CINCINNATI OH 45250 314166963 501(C)(3) 10000 GENERAL SUPPORT DOMINICAN FRIARS' GUILD 141 EAST 65TH STREET NEW YORK NY 10021 133188878 501(C)(3) 10000 GENERAL SUPPORT EASTER SEALS SOUTHWEST FLORIDA INC 350 BRADEN AVENUE SARASOTA FL 34243 590638490 501(C)(3) 31768 GENERAL SUPPORT/VARIOUS PROGRAMS FAMILY PARTNERSHIP CENTER OF MANATEE CO INC 602 3RD STREET EAST BRADENTON FL 34208 650374386 501(C)(3) 5500 GENERAL SUPPORT/VARIOUS PROGRAMS FEEDING EMPTY LITTLE TUMMIES INC 211 25TH ST W BRADENTON FL 34205 452898383 501(C)(3) 6500 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 410 15TH STREET WEST BRADENTON FL 34205 590737879 501(C)(3) 8000 MUSIC PROGRAM FLORIDA GULF COAST UNIVERSITY OFFICE OF FINANCIAL AID FT MYERS FL 33965 113685135 501(C)(3) 22000 SCHOLARSHIP PROGRAM FLORIDA STUDIO THEATRE 1241 N PALM AVENUE SARASOTA FL 34236 237362760 501(C)(3) 5000 "WRITE A PLAY" PROGRAM SUPPORT FOUNDATION FOR DREAMS INC 16110 DREAM OAKS PLACE BRADENTON FL 34212 650704986 501(C)(3) 9073 GENERAL SUPPORT/VARIOUS PROGRAMS HOPE FAMILY SERVICES INC PO BOX 1624 BRADENTON FL 34206 591970241 501(C)(3) 14445 GENERAL SUPPORT/VARIOUS PROGRAMS K9S FOR WARRIORS 260 S ROSCOE BLVD PONTE VEDRA BEACH FL 32082 275219467 501(C)(3) 10000 GENERAL SUPPORT LIBRARY FOUNDATION INC 1301 BARCARROTA BLVD W BRADENTON FL 34205 592590387 501(C)(3) 30000 GENERAL SUPPORT LIFELONG LEARNING ACADEMY INC PO BOX 826 TALLEVAST FL 34270 262772186 501(C)(3) 8590 GENERAL SUPPORT LIGHTHOUSE OF MANASOTA 7318 N TAMIAMI TRAIL SARASOTA FL 34243 592591136 501(C)(3) 13000 GENERAL SUPPORT MANATEE COMMUNITY ACTION AGENCY INC 302 MANATEE AVENUE EAST BRADENTON FL 34208 596208766 501(C)(3) 5506 GENERAL SUPPORT MANATEE COUNTY GIRLS CLUB INC DBA JUST FOR GIRLS 1011 21ST STREET EAST BRADENTON FL 34208 591271332 501(C)(3) 9886 GENERAL SUPPORT/VARIOUS PROGRAMS MANATEE COUNTY HABITAT FOR HUMANITY 4105 CORTEZ RD W BRADENTON FL 34210 591285159 501(C)(3) 18473 GENERAL SUPPORT/VARIOUS PROGRAMS MANATEE EDUCATION FOUNDATION 1023 MANATEE AVE W SUITE 215 BRADENTON FL 34205 650037457 501(C)(3) 10000 GENERAL SUPPORT/VARIOUS PROGRAMS MANATEE EDUCATIONAL TELEVISION CONSORTIUM 2501 63RD AVENUE E BRADENTON FL 34203 650394085 501(C)(3) 10155 GENERAL SUPPORT/VARIOUS PROGRAMS MANATEE TECHNICAL INSTITUTE FOUNDATION INC 6305 STATE RD 70 E BRADENTON FL 34203 300096001 501(C)(3) 15000 CULINARY ARTS FOOD AS MEDICINE COMMUNITY TEAM MEALS ON WHEELS PLUS OF MANATEE INC 811 23RD AVENUE E BRADENTON FL 34208 591420986 501(C)(3) 15118 GENERAL SUPPORT/VARIOUS PROGRAMS MERCURY ONE INC PO BOX 701869 DALLAS TX 75370 453929881 501(C)(3) 10000 DISASTER RELIEF FUND MIAMI CHILDREN'S HOSPITAL FOUNDATION INC 3100 SW 62ND AVENUE MIAMI FL 33155 591720704 501(C)(3) 7500 GENERAL SUPPORT/VARIOUS PROGRAMS MOTE MARINE LABORATORY INC 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 590756643 501(C)(3) 40000 GENERAL SUPPORT/VARIOUS PROGRAMS NEW COLLEGE FOUNDATION INC THE KEATING CENTER SARASOTA FL 34243 590911744 501(C)(3) 10500 GENERAL SUPPORT/VARIOUS PROGRAMS NEW JERSEY BLIND CITIZENS ASSOCIATION INC 18 BURLINGTON AVENUE LEONARDO NJ 07737 210689538 501(C)(3) 11000 GENERAL SUPPORT OCEAN REEF COMMUNITY FOUNDATION 60 FISHING VILLAGE DR KEY LARGO FL 33037 650509255 501(C)(3) 5000 GENERAL SUPPORT OUR DAILY BREAD OF BRADENTON INC PO BOX 9544 BRADENTON FL 34206 650374954 501(C)(3) 7500 GENERAL SUPPORT/VARIOUS PROGRAMS PARK TUDOR SCHOOL 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 5000 GENERAL SUPPORT REALIZE BRADENTON INC PO BOX 9114 BRADENTON FL 34206 271330078 501(C)(3) 49992 GENERAL SUPPORT/VARIOUS PROGRAMS REEDEEMER PRESCHOOL 123 KNIGHT DRIVE SAN RAFAEL CA 94901 941156840 501(C)(3) 5000 GENERAL SUPPORT ROLLINS COLLEGE OFFICE OF FINANCIAL AID WINTER PARK FL 32789 590624440 501(C)(3) 5000 VARIOUS PROGRAMS ROSS VALLEY NURSERY SCHOOL 689 SIR FRANCIS DRAKE BLVD KENTFIELD CA 94904 946030028 501(C)(3) 5000 GENERAL SUPPORT SACRED HEART LEAGUE PO BOX 300 WALLS MS 38680 530196617 501(C)(3) 10000 GENERAL SUPPORT SAINT LEO UNIVERSITY PO BOX 6665 MC 2227 ST LEO FL 33574 591237047 501(C)(3) 50000 SCHOLARSHIP FUND SAINT STEPHEN'S EPISCOPAL SCHOOL 315 41ST ST W BRADENTON FL 34209 591301635 501(C)(3) 103025 GENERAL SUPPORT/VARIOUS PROGRAMS SALESIAN MISSIONS 2 LEFEVRE LANE PO BOX 30 NEW ROCHELLE NY 10802 800522035 501(C)(3) 10000 GENERAL SUPPORT SALVATION ARMY - MANATEE CORPS PO BOX 1179 BRADENTON FL 34206 580660607 501(C)(3) 8818 GENERAL SUPPORT SARASOTA MANATEE ASSOCIATION FOR RIDING THERAPY 4640 COUNTY ROAD 675 E BRADENTON FL 34211 650043354 501(C)(3) 16500 GENERAL SUPPORT/VARIOUS PROGRAMS SOUTH FLORIDA MUSEUM & BISHOP PLANETARIUM PO BOX 9265 BRADENTON FL 34206 590598726 501(C)(3) 13209 GENERAL SUPPORT/VARIOUS PROGRAMS SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET E PALMETTO FL 34221 592252352 501(C)(3) 10125 GENERAL SUPPORT/VARIOUS PROGRAMS ST JOSEPH'S INDIAN SCHOOL ATTN DONOR SERVICES 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 STATE COLLEGE OF FLORIDA FOUNDATION INC PO BOX 1849 BRADENTON FL 34206 591843274 501(C)(3) 10000 COMMUNITY DENTAL HYGIENE PROGRAM STILLPOINT HOUSE OF PRAYER PO BOX 619 BRADENTON FL 34206 650850895 501(C)(3) 21500 GENERAL SUPPORT/VARIOUS PROGRAMS THE FOUNDATION FOR THE BOYS & GIRLS CLUBS OF MANATEE COUNTY PO BOX 280 BRADENTON FL 34206 650125981 501(C)(3) 10000 GENERAL SUPPORT 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) 20701 GENERAL SUPPORT/SCHOLARSHIP FUND TIDEWELL HOSPICE INC 5955 RAND BOULEVARD SARASOTA FL 34238 591911861 501(C)(3) 26498 GENERAL SUPPORT/VARIOUS PROGRAMS TRINITY UNITED METHODIST CHURCH 3200 MANATEE AVENUE WEST BRADENTON FL 34205 590809622 501(C)(3) 6570 GENERAL SUPPORT TURNING POINTS 701 17TH AVENUE W BRADENTON FL 34205 593340921 501(C)(3) 5461 GENERAL SUPPORT TUTWILER CLINIC INC PO BOX 462 TUTWILER MS 38963 640678336 501(C)(3) 10000 GENERAL SUPPORT UNITED WAY OF MANATEE COUNTY INC 1701 14TH STREET WEST BRADENTON FL 34205 590901509 501(C)(3) 29972 GENERAL SUPPORT UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC 8350 N TAMIAMI TRAIL SMCC325 SARASOTA FL 34243 590879015 501(C)(3) 30000 PILOT PROJECT: CAICC (COLLABORATION, ARTS INTEGRATION, AND THE COMMON CORE) WE CARE MANATEE INC 300 RIVERSIDE DRIVE EAST SUITE 2000 2000 BRADENTON FL 34208 593606103 501(C)(3) 15107 GENERAL SUPPORT/VARIOUS PROGRAMS WOMEN'S RESOURCE CENTER OF MANATEE INC 1926 MANATEE AVENUE W BRADENTON FL 34205 593034653 501(C)(3) 10418 GENERAL SUPPORT/VARIOUS PROGRAMS WORK VESSELS FOR VETERANS 145 PEARL STREET NOANK CT 06340 263201760 501(C)(3) 7500 GENERAL SUPPORT XAVIER SOCIETY FOR THE BLIND 154 EAST 23RD STREET NEW YORK NY 10010 135563026 501(C)(3) 10000 GENERAL SUPPORT YMCA OF GREATER MIAMI 730 NW 107 AVENUE SUITE 200 MIAMI FL 33172 590624464 501(C)(3) 7500 AFTERCARE/SUMMER LEARNING PROGRAMS 83 SCHOLARSHIPS 46 90310 EMERGENCY LIVING ASSISTANCE 4 4379 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 22 1562020 STOCK EXCHANGE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: INVESTMENT ACCOUNTS ARE HELD AT MAJOR FINANCIAL INSTITUTIONS WITH MONEY MANAGERS PROCESSING AND SELLING STOCK CONTRIBUTIONS. VOLUNTEERS FORM 990, PART I, LINE 6 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 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CURRENT YEAR AGENCY ACTIVITY NOT INCLUDED ON FINANCIAL STATEMENTS -309,202. PRIOR PERIOD ADJUSTMENT DUE TO REALLOCATION OF NET ASSETS AMONG ENTITIES 227,529. ROUNDING -1. AUDIT REVIEW PROCESS FORM 990, PART XII, LINE 2C 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 0 1 1 0 0 0 0