2013-01-23T07:18:18-06:00 2012-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2011-06-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 PO BOX 49587 SARASOTA FL 34230 LAURA SPENCER 9419553000 2012-11-26 1 REBECCA U STONER P00585910 9413654617 2011 2016-02-25 16:41:14Z ROXANNE G JERDE PO BOX 49587 SARASOTA FL 34230 35103417 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. 25 25 0 50 0 0 813913 7069537 0 0 1685556 1137551 0 0 2499469 8207088 2154138 1723465 0 0 433759 491307 0 0 223837 751458 843568 3339355 3058340 -839886 5148748 37338755 39732101 1091900 859011 36246855 38873090 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 1230716 1142215 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. 670720 581250 SCHOLARSHIPS: THE FOUNDATION AWARDED 262 SCHOLARSHIPS TOTALING $581,250 FROM SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 157680 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. 16632 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. 16632 2075748 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 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 J GARRET HEARD 1.00 X 0 0 0 SARAH T MOORE 1.00 X 0 0 0 VICENTE MEDINA 1.00 X 0 0 0 MICHAEL R PENDER JR 1.00 X 0 0 0 JAVIER SUAREZ 1.00 X 0 0 0 JAMES TAYLOR 1.00 X 0 0 0 DUNCAN FINLAY 1.00 X 0 0 0 JOHN CRANOR 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 LEE WETHERINGTON 1.00 X 0 0 0 STEVE DAHLQUIST 1.00 X 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 CHARLA BURCHETT 1.00 X X 0 0 0 DIANE MCFARLIN 1.00 X X 0 0 0 ROXANNE G JERDE 40.00 X 0 188543 18301 MARK A REHDER CPA 40.00 X 0 118783 24570 WENDY L HOPKINS 40.00 X 0 103214 13407 THOMAS P WATERS 40.00 X 0 126332 25714 STEWART STEARNS 1.00 X 0 222923 0 0 759795 81992 0 1 1 0 0 817524 6252013 7069537 1104887 1104887 26928993 26896329 32664 32664 32664 8207088 0 0 1137551 1142215 1142215 581250 581250 128227 40251 45399 42577 288145 143570 66912 77663 17677 10670 2871 4136 31747 13976 8334 9437 25511 10700 7109 7702 2524 2524 8812 8812 180364 180364 445872 58570 386896 406 26392 11069 7355 7968 23667 9926 6596 7145 32934 13813 9178 9943 13137 5510 3661 3966 14929 4632 3078 7219 44735 18762 12467 13506 6221 2609 1734 1878 REPAIRS AND MAINTENANCE 13784 5781 3841 4162 30197 2444 1624 26129 3058340 2075748 758755 223837 52471 1844510 9898363 32670424 29744439 2755968 89299 15382 0 37338755 39732101 644 36888 1091256 822123 1091900 859011 X 34488408 37264627 43913 43253 1714534 1565210 36246855 38873090 37338755 39732101 X 5148748 -2522513 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 211767 1 211767 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 0 347008 7647374 1 1 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 8207088 3058340 5148748 -2511137 -4029249 -6540386 -1391638 15384173 -2511137 10174822 7663685 7720488 169419 317181 486600 8207088 16775811 14204058 14204058 2571753 169419 317168 486587 3058340 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. 1 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 27 0 SCHOLARSHIPS 262 581250 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 1 0 0 0 0 0 0 0 0 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 PART I, LINE 4A WENDY HOPKINS - $43,749 (FROM RELATED ORGANIZATION) 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. 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 1 1 0 0 0 0