2011-12-13T09:46:43-06:00 2011-05-31 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2010-06-01 650833500 MANATEE COMMUNITY FOUNDATION INC MANA 9419553000 3103 MANATEE AVENUE WEST BRADENTON FL 34205 MARK A REHDER 9419553000 2011-11-28 1 REBECCA U STONER 9413654617 2010 2016-02-24 21:20:13Z MARK A REHDER 3103 MANATEE AVENUE WEST BRADENTON FL 34205 17449430 0 X WWW.MANATEECOMMUNITYFOUNDATION.ORG X 1998 FL THE MANATEE COMMUNITY FOUNDATION CONNECTS THE CHARITABLE INTERESTS OF DONORS WITH THE ON-GOING NEEDS OF THE COMMUNITY. 17 17 3 17 0 0 5659345 2647833 85680 134490 456144 1531583 -61558 -16533 6139611 4297373 1056559 1221724 0 0 193669 212137 0 0 135685 258918 347219 1509146 1781080 4630465 2516293 18818785 22967850 3573884 4145305 15244901 18822545 THE MANATEE COMMUNITY FOUNDATION CONNECTS THE CHARITABLE INTERESTS OF DONORS WITH THE ON-GOING NEEDS OF THE COMMUNITY. 0 0 1247192 1189756 130971 GRANTS: THE FOUNDATION GAVE OUT 215 GRANTS TOTALING $1,189,756 TOVARIOUS NONPROFIT ORGANIZATIONS. THESE GRANTS AVERAGED $5,534 AND WEREGIVEN FOR EDUCATION, MENTAL HEALTH, ELDERCARE, ANIMAL WELFARE AND THEENVIRONMENT AS WELL AS PROVIDING NEEDED PROGRAM SUPPORT FOR LOCALAGENCIES. THE FOUNDATION MANAGES CHARITABLE DONOR FUNDS TO ENSURE THEPHILANTHROPIC AND ADMINISTRATIVE GOALS OF DONORS AND THE COMMUNITY AREMET. 31968 31968 3519 SCHOLARSHIPS: THE FOUNDATION AWARDED 33 SCHOLARSHIPS TOTALING $31,968 FROM THIRTEEN SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS.SCHOLARSHIP FUNDS ARE ESTABLISHED AND MANAGED TO ENSURE THAT THECOMMUNITY'S EDUCATIONAL NEEDS ARE MET. 1279160 1 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 3 0 1 3 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X MARK REHDER 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 SUSAN ATHERTON 1.00 X 0 0 0 ANTHONY BARTIROME 1.00 X 0 0 0 JEFFREY BOYD 1.00 X 0 0 0 ED CHILES 1.00 X 0 0 0 GENE FOGARTY 1.00 X 0 0 0 KAREN MILLER 1.00 X 0 0 0 STEWART MOON 1.00 X 0 0 0 DON O'LEARY 1.00 X 0 0 0 STANLEY STEPHENS 1.00 X 0 0 0 EUGENE BECKSTEIN 1.00 X 0 0 0 KIMBERLY HOPPER 1.00 X 0 0 0 TRAMM HUDSON 1.00 X 0 0 0 SARAH PEEL 1.00 X 0 0 0 W STUART GREGORY 1.00 X X 0 0 0 ALEXANDER KIRKPATRICK 1.00 X X 0 0 0 DALE HOFFNER 1.00 X X 0 0 0 SARA BADEN 1.00 X X 0 0 0 MARILYN HOWARD 40.00 X 71600 0 13033 MARK REHDER 1.00 X 0 99092 25089 71600 99092 38122 0 0 0 0 0 85066 2562767 371342 2647833 ADMINISTRATIVE FEES 900099 134490 134490 134490 540427 540427 14082553 13091397 991156 991156 991156 44127 85066 60660 -16533 -16533 4297373 134490 0 1515050 1189156 1189156 32568 32568 87637 16695 30805 40137 96663 18414 33977 44272 4791 913 1684 2194 9961 1898 3501 4562 13085 2493 4599 5993 473 473 92452 92452 174099 1774 170609 1716 3513 669 1235 1609 11521 2196 4049 5276 2341 446 823 1072 17497 3333 6150 8014 15833 2988 5512 7333 18249 3476 6415 8358 1860 354 654 852 REPAIRS & MAINTENANCE 6094 1161 2142 2791 MISCELLANEOUS 3287 626 1155 1506 1781080 1279160 366235 135685 1461943 1146626 967666 1430034 154547 157527 4991 4219 723889 77679 566595 646210 15652111 19583234 10932 0 18818785 22967850 9158 8292 17700 4000 3547026 4133013 3573884 4145305 X 14921150 18503825 323751 318720 15244901 18822545 18818785 22967850 X 2516293 1061351 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 52257 1 52257 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 1217534 538612 8577941 1 1 97865 97865 598818 61913 536905 27206 15766 11440 646210 FUNDS HELD AS AGENT 4133013 4133013 4297373 1781080 2516293 1304779 -10933 23363384 24657230 27173523 42093688 1304779 37530271 38835050 3258638 74110 964625 1038735 4297373 14920165 13494600 13494600 1425565 74110 281405 355515 1781080 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS REPORTED BY AFFILIATED ORGANIZATIONS 23,595,879. UNDISTRIBUTED GAINS (LOSSES) ON INVESTMENTS 27,277. CURRENT YEAR AGENCY ACTIVITY NOT INCLUDED ON FINANCIAL STATEMENTS -259,772. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUES REPORTED BY AFFILIATED ORGANIZATIONS 37,063,013. UNIDISTRIBUTED GAIN (LOSS) ON INVESTMENTS 27,277. CONTRIBUTIONS FROM AGENCY FUNDS INCLUDED IN REVENUE PER FINANCIAL STATEMENTS 439,981. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMIN EXPENSE NETTED WITH ADMIN REVENUE FOR FS 147,060. SPECIAL EVENTS NET INCOME INCLUDED ON PART VIII LINE 8C -16,533. AGENCY CONTRIBUTIONS NOT INCLUDED ON FINANCIAL STATEMENTS 526,323. AGENCY REALIZED GAINS NOT INCLUDED ON FINANCIAL STATEMENTS 200,005. AGENCY INTEREST & DIVIDENDS NOT INCLUDED ON FINANCIAL STATEMENTS 107,770. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATED ORGANIZATIONS 13,478,067. SPECIAL EVENTS NET INCOME INCLUDED ON PART VIII LINE 8C 16,533. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 147,060. AGENCY EXPENSES NOT INCLUDED ON FINANCIAL STATEMENTS 36,071. AGENCY GRANTS APPROVED NOT INCLUDED ON FINANCIAL STATEMENTS 98,274. 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. SPIRIT OF MANATEE 42900 31360 11540 16331 EAST SIDE GALA 54760 32150 22610 29106 2 24246 18806 5440 11618 121906 82316 39590 57055 57055 -17465 1 ACADEMY AT OCEAN REEF INC 395 SOUTH HARBOR DRIVE KEY LARGO FL 330375125 650146241 501(C)3 5000 GENERAL SUPPORT AMERICAN RED CROSS 2905 59TH ST W BRADENTON FL 34209 590662263 501(C)3 103860 GENERAL SUPPORT, CHALLENGE GRANT ANNA MARIA ISLAND COMMUNITY CENTER PO BOX 253 ANNA MARIA FL 34216 596166231 501(C)3 41328 GENERAL SUPPORT ARTHRITIS FOUNDATION 410 12TH STREET WEST BRADENTON FL 34205 590816892 501(C)3 11000 GENERAL SUPPORT ASSOCIATED MARINE INSTITUTES 5915 BENJAMIN CENTER DRIVE TAMPA FL 33634 237440836 501(C)3 6000 GENERAL SUPPORT AVE MARIA UNIVERSITY 5050 AVE MARIA BLVD AVE MARIA FL 341429505 030482006 501(C)3 10000 GENERAL SCHOLARSHIP FUND BIG BROTHERSBIG SISTERS OF THE SUN COAST INC 101 W VENICE AVENUE SUITE 34 VENICE FL 34285 591361826 501(C)3 15281 GENERAL SUPPORT, DROPOUT PREVENTION BOYS TOWN OF CENTRAL FLORIDA 37 ALAFAYA WOODS BOULEVARD OVIEDA FL 32765 200654235 501(C)3 10000 GENERAL SUPPORT BRADENTON CHRISTIAN SCHOOL 3304 43RD ST W BRADENTON FL 34209 596045439 501(C)3 5600 GENERAL SUPPORT CAMILLUS HOUSE INC PO BOX 11829 MIAMI FL 33101 650032862 501(C)3 20000 GENERAL SUPPORT CANCER SUPPORT COMMUNITY 5481 COMMUNICATIONS PKWY SARASOTA FL 342408476 650495067 501(C)3 8500 COUNSELING, ART THERAPY PROGRAM CAPUCHIN FRANCISCAN FRIARS PO BOX 839 UNION CITY NJ 07087 226064121 501(C)3 10000 GENERAL SUPPORT CARDINAL MOONEY HIGH SCHOOL 4171 FRUITVILLE ROAD SARASOTA FL 34232 590900923 501(C)3 5000 GENERAL SCHOLARSHIP FUND CATHOLIC BISHOP OF NORTHERN ALASKA 1316 PEGER ROAD FAIRBANKS AK 99709 920019215 501(C)3 10000 GENERAL SUPPORT CATHOLIC CHARITIES DIOCESES OF VENICE PO BOX 2116 VENICE FL 34286 592473176 501(C)3 5000 FINANCIAL ASSISTANCE PROGRAM CATHOLIC INDIAN MISSION P O BOX 639 FORT YATES ND 585380639 450305887 501(C)3 10000 GENERAL SUPPORT CHIERA FAMILY FOUNDATION INC 4171 W HILLSBORO BLVD 11 COCONUT CREEK FL 33073 200363745 501(C)3 5000 ROCK CAMP CHURCH OF ST JOHN THE BAPTIST 210 W 31ST STREET NEW YORK NY 10001 135563395 501(C)3 10000 GENERAL SUPPORT CLARETIANSNATIONAL SHRINE OF ST JUDE 205 WEST MONROE STREET CHICAGO IL 60606 362182121 501(C)3 10000 GENERAL SUPPORT COMMUNITY CHRISTIAN SCHOOL 5500 18TH ST E BRADENTON FL 342034403 591089720 501(C)3 7000 TEACHER ASSISTANCE COMMUNITY COALITION ON HOMELESSNESS CORPORATION 701 17TH AVENUE W BRADENTON FL 34205 593340921 501(C)3 12424 ECG SOFTWARE,GENERAL SUPPORT COVENANT HOUSE 733 BREAKERS AVENUE FT LAUDERDALE FL 333044100 592323607 501(C)3 10000 GENERAL SUPPORT DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 452500301 314166963 501(C)3 10000 GENERAL SUPPORT DOMINICAN FRIARS' GUILD 141 EAST 65TH STREET NEW YORK NY 100216699 133188878 501(C)3 10000 GENERAL SUPPORT EASTER SEALS SOUTHWEST FLORIDA INC 350 BRADEN AVENUE SARASOTA FL 34243 590638490 501(C)3 14000 RESPITE CARE, TABLE LIFE, THERAPY SUPPORT FAMILY NETWORK ON DISABILITIES OF MANATEESARASOTA PO BOX 110025 BRADENTON FL 34211 650156905 501(C)3 6000 IN HOME RESPITE CARE FLORIDA GULF COAST UNIVERSITY 10501 FGCU BOULEVARD S FT MYERS FL 339656565 113685135 501(C)3 15500 SCHOLARSHIP PROGRAM HABITAT FOR HUMANITY OF UPPER KEYS PO BOX 2151 KEY LARGO FL 33037 650169353 501(C)3 5000 OCEAN REEF COMMUNITY EFFORT HOPE FAMILY SERVICES INC PO BOX 1624 BRADENTON FL 34206 591970241 501(C)3 10000 GENERAL SUPPORT LEGIONARIES OF CHRIST PO BOX 4185 HAMDEN CT 06514 530196617 501(C)3 30000 GENERAL SUPPORT LIBRARY FOUNDATION INC 1301 BARCARROTA BLVD W BRADENTON FL 34205 592590387 501(C)3 31695 GENERAL SUPPORT LIGHTHOUSE OF MANASOTA 7318 N TAMIAMI TRAIL SARASOTA FL 34243 592591136 501(C)3 10000 GENERAL SUPPORT LITERACY COUNCIL OF MANATEE COUNTY 1701 14TH ST W 5 BRADENTON FL 34205 592116479 501(C)3 12900 GENERAL SUPPORT, CHOICES PROGRAM MANATEE COUNTY FAMILY YMCA INC 3805 59TH STREET WEST BRADENTON FL 34209 591626905 501(C)3 18000 GENERAL SUPPORT, TEEN OUTREACH MANATEE COUNTY GIRLS CLUB INC 1011 21ST ST E BRADENTON FL 34208 591271332 501(C)3 7604 GENERAL SUPPORT, TEEN HEALTH TEXTBOOKS MANATEE COUNTY HABITAT FOR HUMANITY 1201 6TH AVE W STE 318 BRADENTON FL 34205 591285159 501(C)3 17622 GENERAL SUPPORT MANATEE PLAYERS INC 102 OLD MAIN STREET BRADENTON FL 34205 591196043 501(C)3 117000 CAPITAL CAMPAIGN, CAMP MANATEE RELIGIOUS SERVICES INC 4106 18TH ST W BRADENTON FL 342059148 592547119 501(C)3 12224 GENERAL SUPPORT, TELEPHONE SYSTEM MEALS ON WHEELS PLUS OF MANATEE INC 1816 9TH STREET WEST BRADENTON FL 34205 591420966 501(C)3 14034 GENERAL SUPPORT, GAS OVEN NEW JERSEY BLIND CITIZENS ASSOCIATION INC 18 BURLINGTON AVENUE LEONARDO NJ 07737 210689538 501(C)3 11000 GENERAL SUPPORT PALMETTO YOUTH CENTER PO BOX 608 PALMETTO FL 34220 591090377 501(C)3 5000 GENERAL SUPPORT PETCO FOUNDATION 9125 REHCO ROAD SAN DIEGO CA 92121 330845930 501(C)3 5000 GENERAL SUPPORT RASMUSSEN COLLEGE SCHOLARSHIP FUND 9160 FORUM CORPORATE PKWY STE 100 FT MYERS FL 33905 411785412 501(C)3 20000 SCHOLARSHIP PROGRAM REALIZE BRADENTON INC PO BOX 9114 BRADENTON FL 34206 271330078 501(C)3 49705 PROJECT ARTS CONNECTS ROLLINS COLLEGE 1000 HOLT AVENUE WINTER PARK FL 327894499 590624440 501(C)3 8000 THE 1885 SOCIETY SACRED HEART LEAGUE PO BOX 300 WALLS MS 38680 530196617 501(C)3 10000 GENERAL SUPPORT SAINT LEO UNIVERSITY PO BOX 6665 MC 2227 ST LEO FL 335746665 591237047 501(C)3 50000 GENERAL SCHOLARSHIP FUND SALESIAN MISSIONS 2 LEFEVRE LANE PO BOX 30 NEW ROCHELLE NY 108020030 800522035 501(C)3 10000 GENERAL SUPPORT SALVATION ARMY - MANATEE CORPS PO BOX 1179 BRADENTON FL 34206 580660607 501(C)3 13658 GENERAL SUPPORT, FORGOTTEN ANGELS SAN RAFAEL SANTA COP PO BOX 6221 SAN RAFAEL CA 949036221 205006892 501(C)3 5000 GENERAL SUPPORT SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET E PALMETTO FL 34221 592252352 501(C)3 10500 GENERAL SUPPORT ST JOSEPH'S INDIAN SCHOOL PO BOX 100 CHAMBERLAIN SD 57325 460235912 501(C)3 10000 GENERAL SUPPORT ST LABRE INDIAN SCHOOL PO BOX 216 ASHLAND MT 59004 810244542 501(C)3 20000 GENERAL SUPPORT STATE COLLEGE OF FLORIDA FOUNDATION INC PO BOX 1849 BRADENTON FL 342067046 591843274 501(C)3 10000 DENTAL HYGIENE PROGRAM STILLPOINT HOUSE OF PRAYER PO BOX 619 BRADENTON FL 34206 650850895 501(C)3 15216 GENERAL SUPPORT TIDEWELL HOSPICE INC 5955 RAND BOULEVARD SARASOTA FL 34238 591911861 501(C)3 10622 GENERAL SUPPORT TUTWILER CLINIC INC 205 ALMA STREET TUTWILER MS 38963 640678336 501(C)3 10000 GENERAL SUPPORT UNITED WAY OF MANATEE COUNTY INC 1701 14TH STREET WEST BRADENTON FL 34205 590901509 501(C)3 11458 BUILDING STRONG FAMILIES INITIATIVE WE CARE MANATEE INC 4808 26TH ST W BRADENTON FL 34207 593606103 501(C)3 13000 GENERAL AND CASE MGMT SUPPORT WORK VESSELS FOR VETERANS 145 PEARL STREET NOANK CT 06340 263201760 501(C)3 5000 GENERAL SUPPORT XAVIER SOCIETY FOR THE BLIND 154 EAST 23RD STREET NEW YORK NY 100104501 135563026 501(C)3 10000 GENERAL SUPPORT COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34237 591956886 501(C)3 52257 GENERAL SUPPORT 62 0 SCHOLARSHIPS 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 3 371342 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: INVESTMENT ACCOUNTS ARE HELD AT MAJOR FINANCIAL INSTITUTIONS WITH MONEY MANAGERS PROCESSING AND SELLING STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY VICE PRESIDENT OF FINANCE & OPERATIONS AND PRESIDENT & CEO; REVIEWED BY AUDIT COMMITTEE WITH RECOMMENDATION TO BOARD OF DIRECTORS FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED UPON RECEIPT BY THE PRESIDENT/CEO AND AGAIN DURING THE AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,304,779. PRIOR PERIOD ADJUSTMENTS: -10,933. UNIDISTRIBUTED GAINS (LOSSES) ON INVESTMENTS 27,277. CURRENT YEAR AGENCY ACTIVITY NOT INCLUDED ON FINANCIAL STATEMENTS -259,772. TOTAL TO FORM 990, PART XI, LINE 5: 1,061,351. AUDIT REVIEW PROCESS FORM 990, PART XII, LINE 2C THERE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. VOLUNTEERS FORM 990, PART I, LINE 6 THE ORGANIZATION'S BOARD OF DIRECTORS ARE VOLUNTEERS COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 591956886 GRANTMAKING FL 501(C)(3) 7-509(A)(1) N/A 0 COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 650173371 GRANTMAKING FL 501(C)(3) 11A-TYPE I SUP ORG N/A 0 WETHERINGTON FOUNDATION INC 2635 FRUITVILLE RD SARASOTA FL 34237 371472181 GRANTMAKING FL 501(C)(3) 11A-TYPE I SUP ORG N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0