COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY (EIN 65-0173371)
Tax period
2009-06-01 to 2010-05-31
Filed
2011-01-21
IRS object ID
201100219349301100
Schema version
2009v1.7
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

FieldValueIRS element (for citing)
Timestamp2011-01-21T15:09:33-06:00Timestamp
Tax Period End Date2010-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kerkering Barberio & CoBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 49348AddressLine1
CitySarasotaCity
StateFLState
ZIP Code342306348ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650173371EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCOMMNameControl
Phone9419553000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49587AddressLine1
CitySARASOTACity
StateFLState
ZIP Code34230ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMark A REHDERName
TitleVP OF FINANCE AND ADMINISTRATIONTitle
Phone9419553000Phone
Date Signed2011-01-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRebecca U StonerName
Phone9413654617Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARK A REHDERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 49587AddressLine1
CitySARASOTACity
StateFLState
ZIP Code34230ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11696672GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.cfsarasota.orgWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1979YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionProviding stewardship to our communities, enabling caring people and organizations to increase their ability to serve. For Good. For Ever.ActivityOrMissionDescription
Nbr Voting Members Governing Body27NbrVotingMembersGoverningBody
Nbr Independent Voting Members27NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year96995ContributionsGrantsPriorYear
Contributions Grants Current Year1264368ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-531684InvestmentIncomePriorYear
Investment Income Current Year1103986InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year-434689TotalRevenuePriorYear
Total Revenue Current Year2368354TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2063363GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2008320GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year453369SalariesEtcPriorYear
Salaries Etc Current Year404707SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year177855TotalFundrsngExpCurrentYear
Other Expense Prior Year752471OtherExpensePriorYear
Other Expenses Current Year700532OtherExpensesCurrentYear
Total Expenses Prior Year3269203TotalExpensesPriorYear
Total Expenses Current Year3113559TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3703892RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-745205RevenuesLessExpensesCY
Total Assets BOY30448948TotalAssetsBOY
Total Assets EOY33127319TotalAssetsEOY
Total Liabilities BOY337080TotalLiabilitiesBOY
Total Liabilities EOY362714TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY30111868NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY32764605NetAssetsOrFundBalancesEOY
Mission DescriptionProviding stewardship to our communities, enabling caring people and organizations to increase their ability to serve. For Good. For Ever.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1460389Expense
Grants1369562Grants
DescriptionGrants: The Foundation gave out 58 grants totaling $1,369,562 to various nonprofit organizations. These grants averaged $23,613 and were given for education, mental health, eldercare, animal welfare and the environment as well as providing needed program support for local agencies.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense714925Expense
Grants638758Grants
DescriptionScholarships: The Foundation awarded 262 scholarships totaling $638,758 from eight scholarship funds to new and returning college students.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense145398Expense
DescriptionThe Nonprofit Resource Center (NRC): The NRC conducted 84 trainings covering nonprofit management, fund development, governance, volunteer management and other topics. Over 2,000 attendees representing 450 organizations attended these workshops. The NRC also runs an online job bank, in which 209 job openings were posted for local agencies. The NRC's resource library had over 112 reference books checked out during the year and the NRC's database of grantmakers scheduled 93 sessions with local nonprofit staff and volunteers. The NRC also offers over 200 digital resources including links to capacity building websites and articles about nonprofit management.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense15814Expense
DescriptionBuilding: The foundation offers its meeting and conference rooms free of charge to local nonprofit organizations. During this fiscal year there were 44 nonprofit groups with 3,338 individuals that used the building for 117 staff meetings, board retreats, workshops, etc.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp15814TotalOfOtherProgramServiceExp
Total Program Service Expense2336526TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported0BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members27NbrVotingGoverningBodyMembers
Number Independent Voting Members27NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARK REHDERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9419553000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12635 FRUITVILLE ROADAddressLine1
CitySARASOTACity
StateFLState
ZIP Code34237ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
STEVE DAhLQUIST
CHARITABLE PLANNING & IN1.00X000
ERVIN SANDE
INVESTMENT COMMITTEE CO-1.00X000
PATRICIA COURTOIS
NONPROFIT CAPACITY BUILD1.00X000
AUDREY COLEMAN
DIRECTOR1.00X000
L THOMAS BAKER JR
DIRECTOR1.00X000
BARBARA FREEMAN
DIRECTOR1.00X000
KATHLEEN ROBERTS
DIRECTOR1.00X000
MOTAZ AGABANI MD
DIRECTOR1.00X000
MargaRET CALLIHAN
DIRECTOR1.00X000
PHILIP A DELANEY JR
DIRECTOR1.00X000
J GARRETt HEARD IV
DIRECTOR1.00X000
FREDERICK D LUGAR cpa
DIRECTOR1.00X000
ORION MARX
DIRECTOR1.00X000
VICENTE MEDINA
DIRECTOR1.00X000
J RONALD SKIPPER esq
DIRECTOR1.00X000
BARRY F SPIVEY ESQ
DIRECTOR1.00X000
JAVIER SUAREZ
DIRECTOR1.00X000
james taylor
dIRECTOR1.00X000
Duncan Finlay
Director1.00X000
John Cranor
director1.00X000
Victoria leopold
director1.00X000
Aaron Thiel
director1.00X000
Jim Shedivy
ChairMAN1.00X000X
Charla Burchett
First Vice Chair & GPS C1.00X000X
Diane Mcfarlin
2nd Vice Chair/Secretary1.00X000X
Gina Mascio
Treasurer1.00X000X
Lee Wetherington
Immediate past chairman1.00X000X
Stewart Stearns
President/ceo40.00017894936752X
Mark A Rehder
VP of Finance40.0009981716998X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs278766TotalReportableCompFrmRltdOrgs
Total Other Compensation53750TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions1264368AllOtherContributions
Total Contributions1264368TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column830546TotalRevenueColumn
Exclusion$830,546ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities9601758Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities9328318Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities273440Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column273440TotalRevenueColumn
Exclusion$273,440ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2368354TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,103,986ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1369562Total
Program Services1369562ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total638758Total
Program Services638758ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total86015Total
Program Services43171ProgramServices
Management And General18381ManagementAndGeneral
Fundraising24463Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total229898Total
Program Services115386ProgramServices
Management And General49129ManagementAndGeneral
Fundraising65383Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total42498Total
Program Services21330ProgramServices
Management And General9082ManagementAndGeneral
Fundraising12086Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total25348Total
Program Services12722ProgramServices
Management And General5417ManagementAndGeneral
Fundraising7209Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total20948Total
Program Services10514ProgramServices
Management And General4477ManagementAndGeneral
Fundraising5957Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4128Total
Management And General4128ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8146Total
Management And General8146ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total166437Total
Management And General166437ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total313956Total
Program Services23085ProgramServices
Management And General290549ManagementAndGeneral
Fundraising322Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total25167Total
Program Services12631ProgramServices
Management And General5378ManagementAndGeneral
Fundraising7158Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total41967Total
Program Services21061ProgramServices
Management And General8969ManagementAndGeneral
Fundraising11937Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total16402Total
Program Services8232ProgramServices
Management And General3505ManagementAndGeneral
Fundraising4665Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total12782Total
Program Services6415ProgramServices
Management And General2732ManagementAndGeneral
Fundraising3635Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total35151Total
Program Services17417ProgramServices
Management And General7416ManagementAndGeneral
Fundraising10318Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total51521Total
Program Services25858ProgramServices
Management And General11010ManagementAndGeneral
Fundraising14653Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total5511Total
Program Services2766ProgramServices
Management And General1178ManagementAndGeneral
Fundraising1567Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
REPAIRS AND MAINTENANCE13308667928443785
miSCELLANEOUS60569394004717

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3113559Total
Program Services2336526ProgramServices
Management And General599178ManagementAndGeneral
Fundraising177855Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY81860EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1356048BOY
EOY428152EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY29092646BOY
EOY32422550EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY254BOY
EOY194757EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY30448948BOY
EOY33127319EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY13733EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY337080BOY
EOY348981EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY337080BOY
EOY362714EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY29984028BOY
EOY31162856EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY54224EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY127840BOY
EOY1547525EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY30111868BOY
EOY32764605EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY30448948BOY
EOY33127319EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INCBusinessNameLine1
FieldValueIRS element (for citing)
EIN591956886EIN
Type Of Organization7-509(a)(1)TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held2NumberDAFsHeld
Donor Advised Contributions10000DonorAdvisedContributions
Grants Paid From Donor Funds512597GrantsPaidFromDonorFunds
Aggregate DAF Value7486077AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance906574BeginningOfYearBalance
Contributions482404Contributions
Investment Earnings Or Losses200176InvestmentEarningsOrLosses
Grants Or Scholarships24358GrantsOrScholarships
Administrative Expenses17271AdministrativeExpenses
End Of Year Balance1547525EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1190877BeginningOfYearBalance
Contributions2Contributions
Investment Earnings Or Losses-254683InvestmentEarningsOrLosses
Grants Or Scholarships23923GrantsOrScholarships
Administrative Expenses5699AdministrativeExpenses
End Of Year Balance906574EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue2368354TotalRevenue
Total Expenses3113559TotalExpenses
Excess Or Deficit For Year-745205ExcessOrDeficitForYear
Net Unrealized GL On Investments3281997NetUnrealizedGLOnInvestments
Other$28,221,409OtherAmount
Total Adjustments31503406TotalAdjustments
Excess Or Deficit Per FS30758201ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt44841918TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3281997NetUnrealizedGainsInvestments
Other Revenues40298180OtherRevenues
Revenue Not Rptd F99043580177RevenueNotRptdF990
Revenue Subtotal1261741RevenueSubtotal
Investment Expenses Not Included166437InvestmentExpensesNotIncluded
Other Revenues Not Included940176OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1106613RevenueNotRptdOnFinStmt
Total Revenue Per Form9902368354TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt14083717TotExpensesEtcAuditedFinclStmt
Other Expenses Included11404556OtherExpensesIncluded
Expenses Not Rptd F99011404556ExpensesNotRptdF990
Expenses Subtotal2679161ExpensesSubtotal
Investment Expenses Not Included2166437InvestmentExpensesNotIncluded2
Other Expenses Not Included267961OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt434398ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903113559TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds:to provide grants that enhance the quality of life in Sarasota County and surrounding areas.
Part XI, Line 8 - Other Adjustments:Changes of net assets reported by affiliated entities: 28130206. Cost adjustment - unrealized loss: 91203.
Part XII, Line 2d - Other Adjustments:AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES: 40206977. Cost adjustment - unrealized loss: 91203.
Part XII, Line 4b - Other Adjustments:admin fee expense netted with admin revenue for FS: 267961. Contributions from affiliated entities: 672215.
Part XIII, Line 2d - Other Adjustments:AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES: 12076771. Contributions from affiliated entities included in expenses per FS: -672215.
Part XIII, Line 4b - Other Adjustments:admin fee expense netted with admin revenue for fs: 267961.
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

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (33 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
All Faiths Food Bank Inc
8171 Blaikie CourtSarasotaFL34240650115814501(C)3500000South County Food Pantry & holiday needs
Alzheimer's Association - Florida Gulf Coast Chapter
1230 South Tuttle AvenueSarasotaFL34239592378435501(C)350000to upgrade the Sarasota office computer system
Big BrothersBig Sisters of the Sun Coast Inc
101 W Venice Avenue Suite 34VeniceFL34285591361826501(C)3150000for the "Mentoring Children of Promise" Program
Boys & Girls Clubs of Sarasota County Inc
PO Box 4068SarasotaFL342304068596211876501(C)3135370to fix the roof at the B&G Club in Newtown and general support
Braden River High School
6545 State Road 70 EastBradentonFL34203596000728501(C)350000"Sarasota and Manatee Honor Choir"
Buffalo Creek Middle School
7320 69th Street EastPalmettoFL34221596000728501(C)350000"Art for Our Community"
Child Protection Center Inc
720 South Orange AvenueSarasotaFL34236592113850501(C)3200000building the Child Advocacy Center & therapy sessions
Children First Inc
1723 N Orange AvenueSarasotaFL34234590968249501(C)32295010for the LEAF Program: Imagination Library, Summer Camp, training programs
Community Mobile Meals of Sarasota County Inc
PO Box 178SarasotaFL342300178591391249501(C)375000holiday needs for clients
Community Youth Development
4430 Beneva RdSarasotaFL34233272197575501(C)3450000for operating the STAR Program
CredAbility aka Consumer Credit Counseling Service of Central Flo
3670 Macguire Blvd Ste 103OrlandoFL32803593608188501(C)383460for the "Transitioning to Financial Stability" Program
Deborah Hospital Foundation
212 Trenton Road Cymrot CenterBrowns MillNJ80150222049500501(C)31000000toward the purchase of a ceiling mounted fluorscopy unit to create a hybrid operating room
Early Learning Coalition of Sarasota County
1750 17th Street Unit K-1SarasotaFL34234651110174501(C)3647310for the LEAF Social Marketing Campaign
Eternal Bread of Life Outreach Ministry Inc
409 N Lime AvenueSarasotaFL34237650912188501(C)350000holiday needs for clients
Goodwill Industries Manasota Inc
P O Box 1640BradentonFL342061640592074391501(C)360000for computer equipment with internet access
Habitat for Humanity South Sarasota County Inc
280 Alligator DriveVeniceFL34293650326534501(C)3250000purchase the materials needed to build an all Energy Star designed townhouse
James Tillman Magnet School
1415 29th Street EPalmettoFL34221596000728501(C)350000"Tigervision News Is Going To Be Terrific!"
Jessie P Miller Elementary School
601 43rd Street WestBradentonFL34209596000728501(C)394070Weller teacher mini grants
Laurel Civic Association Inc
PO Box 511LaurelFL34272650187752501(C)350000holiday needs for clients
Loveland Center Inc
157 S Havana RoadVeniceFL34292591011392501(C)3170650replace a vehicle for use by the Community Opportunities and Supported Living departments
Mental Health Community Centers Inc
240-B S Tuttle AvenueSarasotaFL342376334650238526501(C)3150000for roof repairs for the Access 1 residential program
Pines Of Sarasota Foundation Inc
1501 N Orange AvenueSarasotaFL34236592988752501(C)31400000for construction costs
Resurrection House
PO Box 398SarasotaFL342300398650096171501(C)350000holiday needs for clients
Safe Place and Rape Crisis Center Inc
2139 Main StreetSarasotaFL34237591943399501(C)385910general support & holiday needs for clients
Sarasota County Health DeptHuman Services
2200 Ringling BlvdSarasotaFL342376102593502843501(C)3673150for the Truvine Teen Project - 3rd and final year
Sarasota School of Arts & Science
645 Central AvenueSarasotaFL34236650745152501(C)387290Weller teacher mini grants
School Board of Sarasota County
1960 Landings BlvdSarasotaFL342313331650287028501(C)33826690Starbooks Program, Partners in Print, Weller teacher mini grants
Senior Friendship Centers Inc
1888 Brother Geenen WaySarasotaFL34236591522614501(C)3156860for the Pathways Caregiving Program & holiday needs for clients
South Biscayne Baptist Church
PO Box 7166North PortFL34287237044150501(C)350000holiday needs for North Port families
St Jude Hispanic-American Catholic Church
3930 17th StreetSarasotaFL34235043850449501(C)350000holiday needs for Hispanic families
William H Bashaw Elementary School
3515 Morgan Johnson RoadBradentonFL34208596000728501(C)350000"Ancient Egyptian Mini-Museum - A Learning Adventure" - Rose Stock
Women's Resource Center of Manatee Inc
1926 Manatee Avenue WBradentonFL342055835593034653501(C)350000to fund "Redirecting Children's Behavior" classes
YMCA Children Youth & Family Services
One S School Avenue Suite 301SarasotaFL34237650691160501(C)375000for foster care childrens' holiday needs
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants33TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantscholarshipsTypeOfGrant
Number Of Recipients262NumberOfRecipients
Amount Of Cash Grant638758AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule 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

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Stewart StearnsBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs162949CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs16000BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs36752NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs215701TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11Review by Vice President of Finance & Administration and President & CEO; Review by Audit Committee with recommendation to Board of Directors for approval before filing.
Form 990, Part VI, Section B, line 12cAnnually the board 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 15aThe Executive committee of the Board of Directors annually reviews and determines the compensation package of the President/CEO.
Form 990, Part VI, Section C, line 19ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
Form 990, Part XI, line 2cThe 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.Responsibility of audit
form 990, Part I, Line 6:Volunteer Board and Consultantsvolunteers:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNA
Community foundation of sarasota county inc
2635 fruitville rdsarasotaFL34237591956886grantmakingFL501(c)(3)7-509(A)(1)N/A
manatee community foundation inc
3101 manatee avenue wbradentonFL34205650833500grantmakingFL501(c)(3)11A-TYPE I SUP ORGN/A
wetherington foundation inc
2635 fruitville rdsarasotaFL34237371472181grantmakingFL501(c)(3)11A-TYPE I SUP ORGN/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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