COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY (EIN 65-0173371)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-01-23
- IRS object ID
- 201320239349300002
- Schema version
- 2011v1.2
- 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 | 2013-01-23T07:18:18-06:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | 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 | 2011-06-01 | 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 | PO BOX 49587 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA SPENCER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9419553000 | Phone |
| Date Signed | 2012-11-26 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | 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 | PO BOX 49587 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35103417 | 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 | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | 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 | 813913 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7069537 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1685556 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1137551 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2499469 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8207088 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2154138 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1723465 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 433759 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 491307 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 223837 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 751458 | OtherExpensePriorYear |
| Other Expenses Current Year | 843568 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3339355 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3058340 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -839886 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5148748 | RevenuesLessExpensesCY |
| Total Assets BOY | 37338755 | TotalAssetsBOY |
| Total Assets EOY | 39732101 | TotalAssetsEOY |
| Total Liabilities BOY | 1091900 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 859011 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36246855 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38873090 | 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 | 1230716 | Expense |
| Grants | 1142215 | Grants |
| Description | GRANTS: THE FOUNDATION GAVE OUT 312 GRANTS TOTALING $1,142,215 TO 368 NONPROFIT ORGANIZATIONS AND THE AVERAGE GRANT WAS $3,661. GRANTS WERE MADE TO SUPPORT THE ARTS, EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 670720 | Expense |
| Grants | 581250 | Grants |
| Description | SCHOLARSHIPS: THE FOUNDATION AWARDED 262 SCHOLARSHIPS TOTALING $581,250 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157680 | Expense |
| Description | THE COMMUNITY FOUNDATION OF SARASOTA COUNTY'S COMMUNITY INVESTMENT TEAM PROVIDES A VARIETY OF INNOVATIVE NONPROFIT SERVICES TO STRENGTHEN DONOR INVESTMENTS IN LOCAL ORGANIZATIONS. THE GIVING PARTNER, OUR LOCAL BRAND FOR GUIDESTARS DONOREDGE, IS A POWERFUL CAPACITY BUILDING TOOL THAT ALLOWS US TO UNDERSTAND OPPORTUNITIES TO HELP ORGANIZATIONS BECOME MORE EFFECTIVE AND EFFICIENT. EACH NONPROFIT PROFILE DETAILS ITS GOVERNANCE, MANAGEMENT, FINANCES, PROGRAMMATIC IMPACT AND NEEDS. IN OUR 2011 FISCAL YEAR, WE LAUNCHED THIS NEW INITIATIVE IN PARTNERSHIP WITH 3 LOCAL FOUNDATIONS AND ASSISTED IN THE DEVELOPMENT OF MORE THAN 130 NONPROFIT PROFILES. USING WHAT WE LEARN FROM THE GIVING PARTNER, WE OFFER A DIVERSE ARRAY OF PRACTICAL WORKSHOPS ON A MONTHLY BASIS, UTILIZING A NETWORK OF PROFESSIONAL TRAINERS AND NATIONAL SPEAKERS. MORE THAN 30 SESSIONS IN 2011 REACHED 700 PARTICIPANTS, ADDRESSING SUCCESSION PLANNING, MARKETING AND COMMUNICATIONS, FUND DEVELOPMENT, GOVERNANCE, AND PROGRAMS. MOST WORKSHOPS ARE AVAILABLE AT NO COST TO NONPROFIT STAFF AND BOARD MEMBERS. WE ARE A LOCAL AFFILIATE OF ESCAN, PRIVILEGED TO LEAD A TEAM OF RETIRED PROFESSIONALS WHO PROVIDE IN-KIND CONSULTING SERVICES TO ASSIST ORGANIZATIONS WITH THE COMPLEX CHALLENGES ASSOCIATED WITH STRATEGIC THINKING AND PLANNING, BUILDING AN ENGAGED BOARD, AND MANAGING EFFECTIVE STAFF. EACH YEAR, THESE SERVICES STRENGTHEN ORGANIZATIONS AND SAVE THEM THOUSANDS OF DOLLARS THAT CAN BE RE-DIRECTED TO PROGRAM INVESTMENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16632 | 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 APPROXIMATELY 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 | 16632 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2075748 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| 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 | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| 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 | |||
| J GARRET HEARD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SARAH T MOORE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VICENTE MEDINA | ||||||||
| 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 | |||
| JAMES TAYLOR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DUNCAN FINLAY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN CRANOR | ||||||||
| 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 | |||
| LEE WETHERINGTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEVE DAHLQUIST | ||||||||
| INVESTMENT COMMITTEE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| PATRICIA COURTOIS | ||||||||
| NONPROFIT RESOURCE CHAIR AND COMMUNICATION CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| ORION MARX | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| PHIL A DELANEY JR | ||||||||
| 2ND VICE CHAIR & GPS CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| MARGARET CALLIHAN | ||||||||
| 1ST VICE CHAIR & CHARITABLE PLANNING CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| CHARLA BURCHETT | ||||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DIANE MCFARLIN | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| ROXANNE G JERDE | ||||||||
| PRESIDENT/CEO | 40.00 | 0 | 188543 | 18301 | X | |||
| MARK A REHDER CPA | ||||||||
| VP OF FINANCE & OPERATIONS | 40.00 | 0 | 118783 | 24570 | X | |||
| WENDY L HOPKINS | ||||||||
| VP OF GRANTS & PROGRAM SERVICES | 40.00 | 0 | 103214 | 13407 | X | |||
| THOMAS P WATERS | ||||||||
| VP OF DEVELOPMENT & DONOR RELATIONS | 40.00 | 0 | 126332 | 25714 | X | |||
| STEWART STEARNS | ||||||||
| PAST PRESIDENT/CEO | 1.00 | 0 | 222923 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 759795 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81992 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 817524 | RelatedOrganizations |
| All Other Contributions | 6252013 | AllOtherContributions |
| Total Contributions | 7069537 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1104887 | TotalRevenueColumn |
| Exclusion | $1,104,887 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26928993 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26896329 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32664 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32664 | TotalRevenueColumn |
| Exclusion | $32,664 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8207088 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,137,551 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142215 | Total |
| Program Services | 1142215 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581250 | Total |
| Program Services | 581250 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128227 | Total |
| Program Services | 40251 | ProgramServices |
| Management And General | 45399 | ManagementAndGeneral |
| Fundraising | 42577 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288145 | Total |
| Program Services | 143570 | ProgramServices |
| Management And General | 66912 | ManagementAndGeneral |
| Fundraising | 77663 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17677 | Total |
| Program Services | 10670 | ProgramServices |
| Management And General | 2871 | ManagementAndGeneral |
| Fundraising | 4136 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31747 | Total |
| Program Services | 13976 | ProgramServices |
| Management And General | 8334 | ManagementAndGeneral |
| Fundraising | 9437 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25511 | Total |
| Program Services | 10700 | ProgramServices |
| Management And General | 7109 | ManagementAndGeneral |
| Fundraising | 7702 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2524 | Total |
| Management And General | 2524 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8812 | Total |
| Management And General | 8812 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180364 | Total |
| Management And General | 180364 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445872 | Total |
| Program Services | 58570 | ProgramServices |
| Management And General | 386896 | ManagementAndGeneral |
| Fundraising | 406 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26392 | Total |
| Program Services | 11069 | ProgramServices |
| Management And General | 7355 | ManagementAndGeneral |
| Fundraising | 7968 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23667 | Total |
| Program Services | 9926 | ProgramServices |
| Management And General | 6596 | ManagementAndGeneral |
| Fundraising | 7145 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32934 | Total |
| Program Services | 13813 | ProgramServices |
| Management And General | 9178 | ManagementAndGeneral |
| Fundraising | 9943 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13137 | Total |
| Program Services | 5510 | ProgramServices |
| Management And General | 3661 | ManagementAndGeneral |
| Fundraising | 3966 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14929 | Total |
| Program Services | 4632 | ProgramServices |
| Management And General | 3078 | ManagementAndGeneral |
| Fundraising | 7219 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44735 | Total |
| Program Services | 18762 | ProgramServices |
| Management And General | 12467 | ManagementAndGeneral |
| Fundraising | 13506 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6221 | Total |
| Program Services | 2609 | ProgramServices |
| Management And General | 1734 | ManagementAndGeneral |
| Fundraising | 1878 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPAIRS AND MAINTENANCE | Description |
| Total | 13784 | Total |
| Program Services | 5781 | ProgramServices |
| Management And General | 3841 | ManagementAndGeneral |
| Fundraising | 4162 | Fundraising |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30197 | Total |
| Program Services | 2444 | ProgramServices |
| Management And General | 1624 | ManagementAndGeneral |
| Fundraising | 26129 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3058340 | Total |
| Program Services | 2075748 | ProgramServices |
| Management And General | 758755 | ManagementAndGeneral |
| Fundraising | 223837 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52471 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1844510 | BOY |
| EOY | 9898363 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32670424 | BOY |
| EOY | 29744439 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2755968 | BOY |
| EOY | 89299 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15382 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37338755 | BOY |
| EOY | 39732101 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 644 | BOY |
| EOY | 36888 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091256 | BOY |
| EOY | 822123 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1091900 | BOY |
| EOY | 859011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34488408 | BOY |
| EOY | 37264627 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43913 | BOY |
| EOY | 43253 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1714534 | BOY |
| EOY | 1565210 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36246855 | BOY |
| EOY | 38873090 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37338755 | BOY |
| EOY | 39732101 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5148748 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2522513 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | $211,767 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 211767 | 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 | 347008 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 7647374 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 |
| Total Revenue | 8207088 | TotalRevenue |
| Total Expenses | 3058340 | TotalExpenses |
| Excess Or Deficit For Year | 5148748 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2511137 | NetUnrealizedGLOnInvestments |
| Other | -$4,029,249 | OtherAmount |
| Total Adjustments | -6540386 | TotalAdjustments |
| Excess Or Deficit Per FS | -1391638 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15384173 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2511137 | NetUnrealizedGainsInvestments |
| Other Revenues | 10174822 | OtherRevenues |
| Revenue Not Rptd F990 | 7663685 | RevenueNotRptdF990 |
| Revenue Subtotal | 7720488 | RevenueSubtotal |
| Investment Expenses Not Included | 169419 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 317181 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 486600 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8207088 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16775811 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14204058 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14204058 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2571753 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 169419 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 317168 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 486587 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3058340 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 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: | 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: | CHANGES OF NET ASSETS REPORTED BY AFFILIATED ENTITIES -4,017,873. COST ADJUSTMENT - UNREALIZED LOSS -11,363. NET INVESTMENT INCOME REPORTED ON K-1'S RECEIVED -13. TOTAL TO SCHEDULE D, PART XI, LINE 8: -4,029,249. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 10,186,185. COST ADJUSTMENT - UNREALIZED GAIN -11,363. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 306,223. INVESTMENT INCOME REPORTED ON K-1'S RECEIVED 10,958. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 14,204,058. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 306,223. INVESTMENT EXPENSES REPORTED ON K-1'S RECEIVED 10,945. | |
| 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 CONSOLIDATED BASIS AND LINE 10 INCLUDES CHANGES IN NET ASSETS ATTRIBUTED TO RELATED, CONSOLIDATED ENTITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| FLORIDA PROTON THERAPY INSTITUTE INC | |||||||
| 2015 N JEFFERSON ST | JACKSONVILLE | FL | 32206 | 010554709 | 501(C)(3) | 20000 | FOR PROTON THERAPY |
| ST JUDE HISPANIC-AMERICAN CATHOLIC CHURCH | |||||||
| 3930 17TH STREET | SARASOTA | FL | 34235 | 043850449 | 501(C)(3) | 5000 | VARIOUS PROGRAMS SUPPORT |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | |||||||
| 50 W 58TH ST | NEW YORK | NY | 100192500 | 131656651 | 501(C)(3) | 8406 | GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT |
| FLORIDA BAPTIST STATE CONVENTION | |||||||
| PO BOX 7166 | NORTH PORT | FL | 34287 | 237044150 | 501(C)(3) | 5000 | GENERAL SUPPORT |
| COMMUNITY YOUTH DEVELOPMENT OF SARASOTA COUNTY INC | |||||||
| 4430 BENEVA RD | SARASOTA | FL | 34233 | 272197575 | 501(C)(3) | 45000 | GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT |
| THE SALVATION ARMY | |||||||
| PO BOX 2768 | SARASOTA | FL | 342302768 | 580660607 | 501(C)(3) | 20680 | GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT |
| CHILDREN FIRST INC | |||||||
| 1723 N ORANGE AVENUE | SARASOTA | FL | 34234 | 590968249 | 501(C)(3) | 126564 | VARIOUS PROGRAMS SUPPORT |
| LOVELAND CENTER INC | |||||||
| 157 S HAVANA ROAD | VENICE | FL | 34292 | 591011392 | 501(C)(3) | 5000 | IMPROVEMENTS TO LOVELAND HOUSE |
| FRIENDS OF THE VENICE PUBLIC LIBRARY INC | |||||||
| 300 NOKOMIS AVENUE S | VENICE | FL | 34285 | 591027774 | 501(C)(3) | 43300 | PROGRAMS SUPPORT |
| GULF COAST COMMUNITY FOUNDATION INC | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | 591052433 | 501(C)(3) | 15000 | VARIOUS PROGRAMS SUPPORT |
| BIG BROTHERS BIG SISTERS OF THE SUN COAST INC | |||||||
| 101 W VENICE AVENUE SUITE 34 | VENICE | FL | 34285 | 591361826 | 501(C)(3) | 10000 | LIVESCAN FINGERPRINTING EQUIPMENT - ONE MACHINE |
| COMMUNITY MOBILE MEALS OF SARASOTA COUNTY INC | |||||||
| PO BOX 178 | SARASOTA | FL | 342300178 | 591391249 | 501(C)(3) | 7500 | HOLIDAY NEEDS FOR CLIENTS |
| SENIOR FRIENDSHIP CENTERS INC | |||||||
| 1888 BROTHER GEENEN WAY | SARASOTA | FL | 34236 | 591522614 | 501(C)(3) | 30000 | VARIOUS PROGRAMS SUPPORT |
| SAFE PLACE AND RAPE CRISIS CENTER INC | |||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | 591943399 | 501(C)(3) | 8070 | GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH STREET E | PALMETTO | FL | 34221 | 592252352 | 501(C)(3) | 10000 | PLACE CANINE CONNECTIONS COMPANION DOG W/A VISUALLY IMPAIRED CHILD: AGE 10- |
| MANA-SOTA LIGHTHOUSE FOR THE BLIND INC | |||||||
| 7318 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | 592591136 | 501(C)(3) | 20000 | FOR THE EARLY INTERVENTION PROGRAM |
| SCHOOL DISTRICT OF MANATEE COUNTY | |||||||
| 215 MANATEE AVENUE WEST | BRADENTON | FL | 34205 | 596000728 | GOVERNMENT | 25962 | VARIOUS PROGRAMS SUPPORT |
| BOYS & GIRLS CLUBS OF SARASOTA COUNTY INC | |||||||
| PO BOX 4068 | SARASOTA | FL | 342304068 | 596211876 | 501(C)(3) | 22977 | GENERAL SUPPORT/VARIOUS PROGRAMS SUPPORT |
| RESURRECTION HOUSE INC | |||||||
| PO BOX 398 | SARASOTA | FL | 342300398 | 650096171 | 501(C)(3) | 5000 | VARIOUS PROGRAMS SUPPORT |
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | 650115814 | 501(C)(3) | 30000 | HOLIDAY NEEDS FOR CLIENTS |
| LAUREL CIVIC ASSOCIATION INC | |||||||
| PO BOX 511 | LAUREL | FL | 34272 | 650187752 | 501(C)(3) | 5000 | VARIOUS PROGRAMS SUPPORT |
| SCHOOL BOARD OF SARASOTA COUNTY | |||||||
| 1960 LANDINGS BLVD | SARASOTA | FL | 342313331 | 650287028 | GOVERNMENT | 326555 | VARIOUS PROGRAMS SUPPORT |
| HABITAT FOR HUMANITY SOUTH SARASOTA COUNTY INC | |||||||
| 280 ALLIGATOR DRIVE | VENICE | FL | 34293 | 650326534 | 501(C)(3) | 25000 | TOWARD ENGINEERING & SURVEY SERVICES - UTILITY, WATER & SEWER LINES PROJECT |
| INSTRIDE THERAPY INC | |||||||
| PO BOX 365 | NOKOMIS | FL | 342740365 | 650536169 | 501(C)(3) | 10000 | TOWARD THE PURCHASE OF A HORSE TRAILER |
| YMCA CHILDREN YOUTH & FAMILY SERVICES | |||||||
| ONE S SCHOOL AVENUE SUITE 301 | SARASOTA | FL | 34237 | 650691160 | 501(C)(3) | 7500 | HOLIDAY NEEDS FOR CLIENTS |
| SARASOTA SCHOOL OF ARTS AND SCIENCE INC | |||||||
| 645 CENTRAL AVE | SARASOTA | FL | 34236 | 650745152 | 501(C)(3) | 7862 | VARIOUS PROGRAMS SUPPORT |
| SCHOOL READINESS COALITION OF SARASOTA COUNTY INC | |||||||
| 1750 17TH STREET UNIT K-1 | SARASOTA | FL | 34234 | 651110174 | 501(C)(3) | 73186 | LEAF INITIATIVE - PROGRAMS SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 27 | 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 | 262 | NumberOfRecipients |
| Amount Of Cash Grant | 581250 | 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 | 1 | 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | |||||||||||||
| 0 | 155787 | 0 | 16250 | 0 | 16506 | 0 | 0 | 0 | 18301 | 0 | 206844 | 0 | 0 |
| THOMAS P WATERS | |||||||||||||
| 0 | 96182 | 0 | 30150 | 0 | 0 | 0 | 18950 | 0 | 6764 | 0 | 152046 | 0 | 0 |
| STEWART STEARNS | |||||||||||||
| 0 | 222923 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 222923 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | WENDY HOPKINS - $43,749 (FROM RELATED ORGANIZATION) | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 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 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,511,137. COST ADJUSTMENT - UNREALIZED LOSS -11,363. NET INVESTMENT INCOME REPORTED ON K-1'S RECEIVED -13. TOTAL TO FORM 990, PART XI, LINE 5: -2,522,513. |
| 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 |
| 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 |
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