2013-01-30T08:18:43-06:00 2012-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2011-06-01 650833500 MANATEE COMMUNITY FOUNDATION INC MANA 9419553000 3103 MANATEE AVENUE WEST BRADENTON FL 34205 LAURA SPENCER 9419553000 2012-11-26 1 REBECCA U STONER P00585910 9413654617 2011 2016-02-25 16:41:14Z MARILYN HOWARD 3103 MANATEE AVENUE WEST BRADENTON FL 34205 4160658 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 2647833 2053114 134490 147123 1531583 849807 -16533 1177 4297373 3051221 1221724 2041722 0 0 212137 220956 0 0 144291 347219 403864 1781080 2666542 2516293 384679 22967850 22140571 4145305 3880327 18822545 18260244 THE MANATEE COMMUNITY FOUNDATION CONNECTS THE CHARITABLE INTERESTS OF DONORS WITH THE ON-GOING NEEDS OF THE COMMUNITY. 0 0 1991530 1931182 139158 GRANTS: THE FOUNDATION GAVE OUT 302 GRANTS TOTALING $1,931,182 TO VARIOUS NONPROFIT ORGANIZATIONS. THESE GRANTS AVERAGED $6,395 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. 113994 110540 7965 SCHOLARSHIPS: THE FOUNDATION AWARDED 49 SCHOLARSHIPS TOTALING $110,540 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. 2105524 1 1 0 0 0 1 0 0 0 0 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 0 1 3 0 1 3 1 0 0 0 0 1 1 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 LAURA SPENCER 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 JEFFREY BOYD 1.00 X 0 0 0 ED CHILES 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 STANLEY STEPHENS 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 76541 0 11110 MARK REHDER 1.00 X 0 118783 24570 76541 118783 35680 0 0 0 0 0 64308 1988806 74590 2053114 ADMINISTRATIVE FEES 900099 147123 147123 147123 635088 635088 1260373 1045654 214719 214719 214719 64960 64308 63783 1177 1177 3051221 147123 0 850984 1929598 1929598 112124 112124 88810 28310 35524 24976 98811 10327 30981 57503 6654 151 2130 4373 13452 796 4398 8258 13229 2520 4650 6059 411 411 106016 106016 207170 4536 200889 1745 1469 258 476 735 15257 2897 5391 6969 2948 562 1036 1350 16088 3065 5655 7368 26959 5136 9476 12347 17830 3397 6267 8166 2342 446 823 1073 REPAIRS & MAINTENANCE 5943 1132 2089 2722 1431 269 515 647 2666542 2105524 416727 144291 1146626 1109859 1430034 1494079 157527 130527 4219 3891 723889 95509 646210 628380 19583234 17521536 0 1252299 22967850 22140571 8292 19301 4000 60801 4133013 3800225 4145305 3880327 X 18503825 17945449 318720 314795 18822545 18260244 22967850 22140571 X 384679 -946980 X X 0 1 1 X 0 X X X 0 0 0 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 - 509(A)(1) 1 1 1 45600 1 45600 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 696417 905096 8057018 1 1 97865 97865 598818 77437 521381 27206 18072 9134 628380 DIVERSIFIED EQUITY FUNDS 100939 F BOND FUNDS 257352 F DIVERSIFIED HEDGE FUND 38538 F DIVERSIFIED REAL ESTATE FUND 65906 F PRIVATE EQUITY FUND 160894 F OTHER ALTERNATIVE 628670 F 1252299 FUNDS HELD AS AGENT 3800225 3800225 3051221 2666542 384679 -1037296 -739021 -1776317 -1391638 15384173 -1037296 14052612 13015316 2368857 86361 596003 682364 3051221 16775811 14882420 14882420 1893391 86361 686790 773151 2666542 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS REPORTED BY AFFILIATED ORGANIZATIONS -829,337. UNDISTRIBUTED GAINS (LOSSES) ON INVESTMENTS -1,648. CURRENT YEAR AGENCY ACTIVITY NOT INCLUDED ON FINANCIAL STATEMENTS 91,964. TOTAL TO SCHEDULE D, PART XI, LINE 8: -739,021. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUES REPORTED BY AFFILIATED ORGANIZATIONS 14,054,260. UNIDISTRIBUTED GAIN (LOSS) ON INVESTMENTS -1,648. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE NETTED WITH ADMIN REVENUE FOR FS 163,527. SPECIAL EVENTS NET INCOME INCLUDED ON PART VIII LINE 8C 1,177. AGENCY CONTRIBUTIONS NOT INCLUDED ON FINANCIAL STATEMENTS 268,125. AGENCY REALIZED GAINS NOT INCLUDED ON FINANCIAL STATEMENTS 42,447. AGENCY INTEREST & DIVIDENDS NOT INCLUDED ON FINANCIAL STATEMENTS 120,727. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATED ORGANIZATIONS 14,883,597. SPECIAL EVENTS NET INCOME INCLUDED ON PART VIII LINE 8C -1,177. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 163,527. AGENCY EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 39,487. AGENCY GRANTS APPROVED NOT INCLUDED ON FINANCIAL STATEMENTS 483,776. PART XI, LINE 10, EXCESS OF REVENUES OVER EXPENSES PER THE AUDITED FINANICAL STATEMENTS DOES NOT AGREE TO THE DIFFERENCE BETWEEN BEGINNING AND ENDING NET ASSETS BECAUSE THE FINANCIAL STATEMENTS ARE PRESENTED ON A COMBINED BASIS AND LINE 10 INCLUDES CHANGES IN NET ASSETS ATTRIBUTED TO RELATED, CONSOLIDATED ENTITIES. EAST SIDE GALA 69816 36867 32949 41625 SPIRIT OF MANATEE 24579 10055 14524 2 27263 14636 12627 11027 121658 61558 60100 52652 52652 7448 1 AMIKIDS INC 5915 BENJAMIN CENTER DRIVE TAMPA FL 33634 237440836 501(C)(3) 5000 AMI/KIDS FOUNDATION ANNA MARIA ISLAND COMMUNITY CENTER INC PO BOX 253 ANNA MARIA FL 34216 596166231 501(C)(3) 36136 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT ARTHRITIS FOUNDATION 410 12TH STREET WEST BRADENTON FL 34205 590816892 501(C)(3) 11000 GENERAL SUPPORT AVE MARIA UNIVERSITY INC 5050 AVE MARIA BLVD AVE MARIA FL 341429505 030482006 501(C)(3) 10000 GENERAL SCHOLARSHIP FUND BIG BROTHERS BIG SISTERS OF THE SUN COAST INC 101 W VENICE AVENUE SUITE 34 VENICE FL 34285 591361826 501(C)(3) 29155 VARIOUS PROGRAMS SUPPORT BOYS & GIRLS CLUBS OF MANATEE COUNTY INC PO BOX 280 BRADENTON FL 34206 590675141 501(C)(3) 5413 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT BOYS TOWN OF CENTRAL FLORIDA 975 OKLAHOMA STREET OVIEDA FL 32765 260654235 501(C)(3) 10000 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 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 CHILDRENS GUARDIAN FUND INC PO BOX 49722 SARASOTA FL 34230 650626074 501(C)(3) 5000 TO HELP 20 GAL PROGRAM CHILDREN ATTEND DAY CAMP 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 CHRISTIAN SCHOOL OF COMMUNITY BAPTIST CHURCH INC 5500 18TH STREET EAST BRADENTON FL 342034403 591089720 501(C)(3) 7933 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT COMMUNITY COALITION ON HOMELESSNESS CORPORATION MANATEE CO HOMELESS COALITION 701 17TH AVENUE W BRADENTON FL 34205 593340921 501(C)(3) 68428 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT COVENANT HOUSE FLORIDA INC 733 BREAKERS AVENUE FT LAUDERDALE FL 333044100 592323607 501(C)(3) 10000 GENERAL SUPPORT CULVER EDUCATIONAL FOUNDATION 1300 ACADEMY ROAD CULVER IN 465111291 350868071 501(C)(3) 5000 GENERAL SUPPORT 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 100216699 133188878 501(C)(3) 10000 GENERAL SUPPORT DOMUS PACIS FAMILY RESPITE INC PO BOX 3366 BRECKENRIDGE CO 80424 260676451 501(C)(3) 25000 GENERAL SUPPORT EASTER SEALS SOUTHWEST FLORIDA INC 350 BRADEN AVENUE SARASOTA FL 34243 590638490 501(C)(3) 5000 PROJECT RAINBOW RESPITE CARE PROGRAM EPISCOPAL CHURCH IN THE DIOCESE OF CALIFORNIA 123 KNIGHT DRIVE SAN RAFAEL CA 94901 941156840 501(C)(3) 5000 GENERAL SUPPORT FLORIDA STUDIO THEATRE INC 1241 N PALM AVENUE SARASOTA FL 34236 237362760 501(C)(3) 5000 WRITE A PLAY PROGRAM SUPPORT FLORIDA WEST COAST SYMPHONY INC 709 N TAMIAMI TRAIL SARASOTA FL 34236 592603081 501(C)(3) 5000 ANNUAL FUND 2012-2013 "CO-PRODUCER" FOUNDATION FOR DREAMS INC 16110 DREAM OAKS PLACE BRADENTON FL 34212 650704986 501(C)(3) 9073 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT GOODWILL FOUNDATION INC 7501 15TH STREET EAST SARASOTA FL 34243 650901170 501(C)(3) 5000 FOR JOB CONNECTION SPECIALIST GUARDIAN ANGELS OF SW FLORIDA INC 1429 60TH AVENUE WEST SUITE 200 BRADENTON FL 34207 020763545 501(C)(3) 130000 CAPITAL CAMPAIGN GULF COAST COMMUNITY FOUNDATION INC 601 TAMIAMI TRAIL SOUTH VENICE FL 34285 591052433 501(C)(3) 426060 REQUESTED DISTRIBUTION FROM TWO FUNDS - THIS DISTRIBUTION CLOSES BOTH FUNDS HOPE FAMILY SERVICES INC PO BOX 1624 BRADENTON FL 34206 591970241 501(C)(3) 10025 GENERAL SUPPORT HUMANE SOCIETY OF MANATEE COUNTY INC 2515 14TH STREET WEST BRADENTON FL 34205 591819652 501(C)(3) 22177 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT LIFELONG LEARNING ACADEMY INC PO BOX 826 SARASOTA FL 34243 262772186 501(C)(3) 6926 KAREN TUMULTY PROGRAM LIFESONG FOR ORPHANS INC PO BOX 40 / 202 N FORD STREET GRIDLEY IL 61744 351902841 501(C)(3) 10000 PREFERENCE: LIVESAY/#2296 ADOPTION MANA-SOTA LIGHTHOUSE FOR THE BLIND INC 7318 N TAMIAMI TRAIL SARASOTA FL 34243 592591136 501(C)(3) 10000 GENERAL SUPPORT MANATEE COMMUNITY FOUNDATION INC 3103 MANATEE AVENUE WEST BRADENTON FL 34205 650833500 501(C)(3) 30968 GENERAL SUPPORT MANATEE COUNTY HABITAT FOR HUMANITY 4105 CORTEZ RD W BRADENTON FL 34210 591285159 501(C)(3) 19073 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT MANATEE GLENS CORPORATION PO BOX 9478 BRADENTON FL 342069478 591009537 501(C)(3) 5573 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT MANATEE RELIGIOUS SERVICE INC 4106 18TH STREET WEST BRADENTON FL 342059148 592547119 501(C)(3) 8073 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT MEALS ON WHEELS PLUS OF MANATEE INC 811 23RD AVENUE E BRADENTON FL 34208 591420986 501(C)(3) 13440 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 590756643 501(C)(3) 14480 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT NEW HORIZONS SERVICE DOGS INC 1590 LAUREL PARK COURT ORANGE CITY FL 32763 593334829 501(C)(3) 10000 GENERAL SUPPORT NEW JERSEY BLIND CITIZENS ASSOCIATI ON INC 18 BURLINGTON AVENUE LEONARDO NJ 07737 210689538 501(C)(3) 11000 GENERAL SUPPORT OHIO GENEALOGICAL SOCIETY 611 STATE ROAD 97 W BELLVILLE OH 44813 346555678 501(C)(3) 5000 USDA LOAN REDUCTION MATCH OUR DAILY BREAD OF BRADENTON INC PO BOX 9544 BRADENTON FL 342069544 650374954 501(C)(3) 11050 GENERAL SUPPORT PALOMAR POMERADO HEALTH FOUNDATION 960 CANTERBURY PLACE SUITE 200 ESCONDIDO CA 92025 933573154 501(C)(3) 5000 GENERAL SUPPORT PARK TUDOR FOUNDATION INC 7200 NORTH COLLEGE AVENUE INDIANAPOLIS IN 46240 350909976 501(C)(3) 5000 GENERAL SUPPORT RASMUSSEN COLLEGE SCHOLARSHIP FUND 9160 FORUM CORPORATE PKWY STE 100 FT MYERS FL 33905 411785412 501(C)(3) 10000 SCHOLARSHIP FUND REALIZE BRADENTON INC PO BOX 9114 BRADENTON FL 34206 271330078 501(C)(3) 49992 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT ROSS VALLEY NURSERY SCHOOL 689 SIR FRANCIS DRAKE BLVD KENTFIELD CA 94904 946030028 501(C)(3) 5000 GENERAL SUPPORT SAINT LEO UNIVERSITY INC PO BOX 6665 MC 2227 ST LEO FL 335746665 591237047 501(C)(3) 50000 GENERAL SCHOLARSHIP FUND SALESIAN MISSIONS 2 LEFEVRE LANE PO BOX 30 NEW ROCHELLE NY 108020030 800522035 501(C)(3) 10000 GENERAL SUPPORT SAN RAFAEL SANTA COP PO BOX 6221 SAN RAFAEL CA 949036221 205006892 501(C)(3) 5000 GENERAL SUPPORT SARASOTA-MANATEE ASSOCIATION FOR RIDING THERAPY INC 4640 COUNTY ROAD 675 E BRADENTON FL 34211 650043354 501(C)(3) 11276 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT SCHOOL DISTRICT OF MANATEE COUNTY 215 MANATEE AVENUE WEST BRADENTON FL 34205 596000728 501(C)(3) 7406 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET E PALMETTO FL 34221 592252352 501(C)(3) 10000 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 216 ASHLAND MT 59004 810244542 501(C)(3) 20000 GENERAL SUPPORT STILLPOINT HOUSE OF PRAYER INC PO BOX 619 BRADENTON FL 34206 650850895 501(C)(3) 15300 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT TABLE OF GRACE CHURCH 27975 OLD 41 ROAD 101 BONITA SPRINGS FL 34135 452806224 501(C)(3) 10000 GENERAL SUPPORT THE FAMILY NETWORK ON DISABILITIES OF MANATEE SARASOTA INC PO BOX 110025 BRADENTON FL 34211 650156905 501(C)(3) 5000 IN-HOME RESPITE CARE SERVICES THE HEALTH SUPPORT NETWORK INC 5481 COMMUNICATIONS PKWY SARASOTA FL 342408476 650495067 501(C)(3) 8000 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT THE MANATEE PLAYERS INC RIVERFRONT THEATRE 102 OLD MAIN STREET BRADENTON FL 34205 591196043 501(C)(3) 355050 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT THE SALVATION ARMY PO BOX 2794 SARASOTA FL 342302794 580660607 501(C)(3) 13296 GENERAL SUPPORT THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER MIAMI INC 730 NW 107 AVENUE SUITE 200 MIAMI FL 33172 590624464 501(C)(3) 10000 STRONG KIDS CAMPAIGN TIDEWELL HOSPICE INC 5955 RAND BOULEVARD SARASOTA FL 34238 591911861 501(C)(3) 13598 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT TUTWILER CLINIC INC 205 ALMA STREET TUTWILER MS 38963 640678336 501(C)(3) 10000 GENERAL SUPPORT UNITED STATES CONFERENCE OF CATHOLIC BISHOPS 590 COLUMBUS AVENUE THORNWOOD NY 10594 530196617 501(C)(3) 40000 GENERAL SUPPORT UNITED WAY OF MANATEE COUNTY INC 1701 14TH STREET WEST BRADENTON FL 34205 590901509 501(C)(3) 8475 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT VANGUARD SCHOOL OF LAKE WALES FLORIDA INC 22000 HIGHWAY 27 LAKE WALES FL 33859 592298398 501(C)(3) 5000 GENERAL SUPPORT WE CARE MANATEE INC 4808 26TH ST W BRADENTON FL 34207 593606103 501(C)(3) 17500 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT XAVIER SOCIETY FOR THE BLIND 154 EAST 23RD STREET NEW YORK NY 100104501 135563026 501(C)(3) 10000 GENERAL SUPPORT YOUNG LIFE PO BOX 14876 BRADENTON FL 34280 840385934 501(C)(3) 5573 GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT 72 0 SCHOLARSHIPS 49 110540 EMERGENCY LIVING ASSISTANCE 2 1584 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 5 74590 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 REVIEWED BY CHIEF FINANCIAL OFFICER AND PRESIDENT/CEO; REVIEWED BY AUDIT COMMITTEE WITH RECOMMENDATION TO BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,037,296. UNDISTRIBUTED GAINS (LOSSES) ON INVESTMENTS -1,648. CURRENT YEAR AGENCY ACTIVITY NOT INCLUDED ON FINANCIAL STATEMENTS 91,964. TOTAL TO FORM 990, PART XI, LINE 5: -946,980. 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 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0