COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY (EIN 65-0173371)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-12-13
- IRS object ID
- 201143479349300904
- Schema version
- 2010v3.4
- 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 | 2011-12-13T09:46:24-06:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-06-01 | 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 | MARK A REHDER | Name |
| Title | VP OF FINANCE AND OPERATIONS | Title |
| Phone | 9419553000 | Phone |
| Date Signed | 2011-11-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA U STONER | Name |
| Phone | 9413654617 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK A REHDER | 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 | 20793629 | 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 COMMUNITIES BY CARING FOR CITIZENS; THROUGH DISCOVERING, CULTIVATING AND PROMOTING NEW OPPORTUNITIES AND MANAGING THE ASSETS AND RESOURCES ENTRUSTED TO US IN A CAREFUL AND RESPONSIBLE MANNER FOR THE BENEFIT OF ALL THOSE WE SERVE. | 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 | 1264368 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 813913 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1103986 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1685556 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2368354 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2499469 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2008320 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2154138 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 404707 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 433759 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 224987 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 700532 | OtherExpensePriorYear |
| Other Expenses Current Year | 751458 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3113559 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3339355 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -745205 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -839886 | RevenuesLessExpensesCY |
| Total Assets BOY | 33127319 | TotalAssetsBOY |
| Total Assets EOY | 37338755 | TotalAssetsEOY |
| Total Liabilities BOY | 362714 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1091900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32764605 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36246855 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PARTNERING TO MAKE CHARITABLE GIVING WORK IN OUR COMMUNITIES BY CARING FOR CITIZENS; THROUGH DISCOVERING, CULTIVATING AND PROMOTING NEW OPPORTUNITIES AND MANAGING THE ASSETS AND RESOURCES ENTRUSTED TO US IN A CAREFUL AND RESPONSIBLE MANNER FOR THE BENEFIT OF ALL THOSE WE SERVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1591287 | Expense |
| Grants | 1506506 | Grants |
| Description | GRANTS: THE FOUNDATION GAVE OUT 43 GRANTS TOTALING $1,506,506 TO VARIOUS NONPROFIT ORGANIZATIONS. THESE GRANTS AVERAGED $35,035 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 711860 | Expense |
| Grants | 647632 | Grants |
| Description | SCHOLARSHIPS: THE FOUNDATION AWARDED 279 SCHOLARSHIPS TOTALING $647,632 FROM EIGHT SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 120730 | Expense |
| Description | THE NONPROFIT RESOURCE CENTER (NRC): THE NRC CONDUCTED 54 TRAININGS COVERING NONPROFIT MANAGEMENT, FUND DEVELOPMENT, GOVERNANCE, VOLUNTEER MANAGEMENT AND OTHER TOPICS. OVER 1,500 ATTENDEES REPRESENTING 390 ORGANIZATIONS ATTENDED THESE WORKSHOPS. THE NRC ALSO RUNS AN ONLINE JOB BANK, IN WHICH 242 JOB OPENINGS WERE POSTED FOR LOCAL AGENCIES. THE NRC'S RESOURCE LIBRARY HAD OVER 70 REFERENCE BOOKS CHECKED OUT DURING THE YEAR AND THE NRC'S DATABASE OF GRANTMAKERS SCHEDULED 44 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16698 | Expense |
| Description | BUILDING: THE FOUNDATION OFFERS ITS MEETING AND CONFERENCE ROOMS FREE OF CHARGE TO LOCAL NONPROFIT ORGANIZATIONS. DURING THIS FISCAL YEAR THERE WERE 56 NONPROFIT GROUPS WITH ALMOST 4,000 INDIVIDUALS THAT USED THE BUILDING FOR 140 STAFF MEETINGS, BOARD RETREATS, WORKSHOPS, ETC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 16698 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2440575 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | MARK REHDER | 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 (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| STEVE DAHLQUIST | ||||||
| CHARITABLE PLANNING & IN | 1.00 | X | 0 | 0 | 0 | |
| ERVIN SANDE | ||||||
| INVESTMENT COMMITTEE CO- | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA COURTOIS | ||||||
| NONPROFIT CAPACITY BUILD | 1.00 | X | 0 | 0 | 0 | |
| AUDREY COLEMAN | ||||||
| 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 | |
| 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 | |
| AARON THIEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MOTAZ AGABANI MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHIL A DELANEY JR | ||||||
| GPS CHAIR | 1.00 | X | 0 | 0 | 0 | |
| FREDERICK D LUGAR CPA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ORION MARX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VICENTE MEDINA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARRY F SPIVEY ESQ | ||||||
| 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 | |
| J GARRET HEARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| L THOMAS BAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM SHEDIVY | ||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| CHARLA BURCHETT | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| DIANE MCFARLIN | ||||||
| 1ST VICE CHAIR/SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MARGARET CALLIHAN | ||||||
| 2ND VICE CHAIR & CHARIT PLNG CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| GINA MASCIO | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| STEWART STEARNS | ||||||
| PRIOR PRESIDENT/CEO | 40.00 | 0 | 164120 | 35841 | X | |
| ROXANNE JERDE | ||||||
| PRESIDENT/CEO | 40.00 | 0 | 0 | 0 | X | |
| MARK A REHDER | ||||||
| VP OF FINANCE & OPERATIONS | 40.00 | 0 | 99092 | 25089 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 263212 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 60930 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 710224 | RelatedOrganizations |
| All Other Contributions | 103689 | AllOtherContributions |
| Total Contributions | 813913 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1111686 | TotalRevenueColumn |
| Exclusion | $1,111,686 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18868030 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18294160 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 573870 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 573870 | TotalRevenueColumn |
| Exclusion | $573,870 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2499469 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,685,556 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1506506 | Total |
| Program Services | 1506506 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 647632 | Total |
| Program Services | 647632 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100126 | Total |
| Program Services | 42028 | ProgramServices |
| Management And General | 23730 | ManagementAndGeneral |
| Fundraising | 34368 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244578 | Total |
| Program Services | 102662 | ProgramServices |
| Management And General | 57964 | ManagementAndGeneral |
| Fundraising | 83952 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36032 | Total |
| Program Services | 15124 | ProgramServices |
| Management And General | 8540 | ManagementAndGeneral |
| Fundraising | 12368 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30520 | Total |
| Program Services | 12811 | ProgramServices |
| Management And General | 7233 | ManagementAndGeneral |
| Fundraising | 10476 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22503 | Total |
| Program Services | 9446 | ProgramServices |
| Management And General | 5333 | ManagementAndGeneral |
| Fundraising | 7724 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3154 | Total |
| Management And General | 3154 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10527 | Total |
| Management And General | 10527 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195278 | Total |
| Management And General | 195278 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342597 | Total |
| Program Services | 25091 | ProgramServices |
| Management And General | 317000 | ManagementAndGeneral |
| Fundraising | 506 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27759 | Total |
| Program Services | 11652 | ProgramServices |
| Management And General | 6579 | ManagementAndGeneral |
| Fundraising | 9528 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32950 | Total |
| Program Services | 13561 | ProgramServices |
| Management And General | 8300 | ManagementAndGeneral |
| Fundraising | 11089 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23591 | Total |
| Program Services | 9902 | ProgramServices |
| Management And General | 5591 | ManagementAndGeneral |
| Fundraising | 8098 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13144 | Total |
| Program Services | 5517 | ProgramServices |
| Management And General | 3115 | ManagementAndGeneral |
| Fundraising | 4512 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21382 | Total |
| Program Services | 8703 | ProgramServices |
| Management And General | 4914 | ManagementAndGeneral |
| Fundraising | 7765 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41951 | Total |
| Program Services | 17609 | ProgramServices |
| Management And General | 9942 | ManagementAndGeneral |
| Fundraising | 14400 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5329 | Total |
| Program Services | 2237 | ProgramServices |
| Management And General | 1263 | ManagementAndGeneral |
| Fundraising | 1829 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 22020 | 5151 | 2539 | 14330 |
| REPAIRS AND MAINTENANCE | 11776 | 4943 | 2791 | 4042 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3339355 | Total |
| Program Services | 2440575 | ProgramServices |
| Management And General | 673793 | ManagementAndGeneral |
| Fundraising | 224987 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81860 | BOY |
| EOY | 52471 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 428152 | BOY |
| EOY | 1844510 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32422550 | BOY |
| EOY | 32670424 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2755968 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194757 | BOY |
| EOY | 15382 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33127319 | BOY |
| EOY | 37338755 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13733 | BOY |
| EOY | 644 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348981 | BOY |
| EOY | 1091256 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362714 | BOY |
| EOY | 1091900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31162856 | BOY |
| EOY | 34488408 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54224 | BOY |
| EOY | 43913 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1547525 | BOY |
| EOY | 1714534 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32764605 | BOY |
| EOY | 36246855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33127319 | BOY |
| EOY | 37338755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -839886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4322136 | 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 | $424,743 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 424743 | 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 | 302020 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 8614966 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.83000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17000 | TermEndowmentEOYBalance |
| 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 |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DIVERSIFIED HEDGE FUND | 1864197 | F |
| DIVERSIFIED REAL ESTATE FUND | 891771 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2755968 | TotalOfBookValueSecurities |
| Total Revenue | 2499469 | TotalRevenue |
| Total Expenses | 3339355 | TotalExpenses |
| Excess Or Deficit For Year | -839886 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4407542 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -194757 | PriorPeriodAdjustments |
| Other | $23,800,624 | OtherAmount |
| Total Adjustments | 28013409 | TotalAdjustments |
| Excess Or Deficit Per FS | 27173523 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 42093688 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4407542 | NetUnrealizedGainsInvestments |
| Other Revenues | 35751111 | OtherRevenues |
| Revenue Not Rptd F990 | 40158653 | RevenueNotRptdF990 |
| Revenue Subtotal | 1935035 | RevenueSubtotal |
| Investment Expenses Not Included | 189138 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 375297 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 564435 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2499470 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14920165 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 12058909 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 12058909 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2861256 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 189138 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 288962 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 478100 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3339356 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 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. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGES OF NET ASSETS REPORTED BY AFFILIATED ENTITIES 23,691,273. COST ADJUSTMENT - UNREALIZED GAIN 195,686. NET INVESTMENT INCOME REPORTED ON K-1'S RECEIVED -86,335. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 35,555,425. COST ADJUSTMENT - UNREALIZED GAIN 195,686. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 282,822. INVESTMENT INCOME REPORTED ON K-1'S RECEIVED 92,475. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 12,058,909. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ADMIN FEE EXPENSE NETTED WITH ADMIN REVENUE FOR FS 282,822. INVESTMENT EXPENSES REPORTED ON K-1'S RECEIVED 6,140. | |
| 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 (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALL FAITH FOOD BANK INC | |||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | 650115814 | 501 ( C) 3 | 50000 | SOUTH COUNTY FOOD PANTRY; HOLIDAY NEEDS FOR CLIENTS |
| BOYS & GIRLS CLUBS OF SARASOTA COUNTY INC | |||||||
| PO BOX 4068 | SARASOTA | FL | 34230 | 596211876 | 501 ( C) 3 | 23238 | GENERAL SUPPORT; TRIPLE PLAY PROGRAM |
| BUFFALO CREEK MIDDLE SCHOOL | |||||||
| 7320 69TH STREET EAST | PALMETTO | FL | 34221 | 596000728 | 501 ( C) 3 | 5000 | SERVICE OF STEEL |
| CHILDREN FIRST INC | |||||||
| 1723 N ORANGE AVE | SARASOTA | FL | 34234 | 590968249 | 501 ( C) 3 | 194649 | LEAF PROGRAM; KINDEGARTEN TRANSITION PROGRAM |
| COMMUNITY MOBILE MEALS OF SARASOTA COUNTY INC | |||||||
| PO BOX 178 | SARASOTA | FL | 342300178 | 591391249 | 501 ( C) 3 | 7500 | HOLIDAY NEEDS FOR CLIENTS |
| COMMUNITY YOUTH DEVELOPMENT | |||||||
| 4430 BENEVA RD | SARASOTA | FL | 34233 | 272197575 | 501 ( C) 3 | 45000 | GENERAL SUPPORT |
| EARLY LEARNING COALITION OF SARASOTA COUNTY | |||||||
| 1750 17TH STREET UNIT K-1 | SARASOTA | FL | 34234 | 651110174 | 501 ( C) 3 | 83790 | LEAF PROGRAM; SOCIAL MARKETING |
| FRIENDS OF THE VENICE PUBLIC LIBRARY | |||||||
| 300 NOKOMIS AVE S | VENICE | FL | 34285 | 591027774 | 501 ( C) 3 | 58572 | LEAF PROGRAM; IMAGINATION LIBRARY |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION | |||||||
| PO BOX 4292 | SARASOTA | FL | 34230 | 237281146 | 501 ( C) 3 | 7804 | GENERAL SUPPORT |
| IMAGINE SCHOOL NORTH MANATEE | |||||||
| 9275 49TH AVE E | PALMETTO | FL | 34221 | 204514007 | 501 ( C) 3 | 5000 | WELLER TEACHER MINI GRANTS |
| ITN SARASOTA INC | |||||||
| 1226 N TAMIAMI TRAIN STE 300 | SARASOTA | FL | 34236 | 010915480 | 501 ( C) 3 | 20000 | GENERAL SUPPORT |
| JESSIE P MILLER ELEMENTARY SCHOOL | |||||||
| 601 43RD STREET WEST | PALMETTO | FL | 34221 | 596000728 | 501 ( C) 3 | 5000 | DREAM OF ARTISTIC CREATIVITY AND LANGUAGE ARTS |
| LAURAL CIVIC ASSOCIATION INC | |||||||
| PO BOX 511 | LAURAL | FL | 34272 | 650187752 | 501 ( C) 3 | 5000 | HOLIDAY NEEDS FOR CLIENTS |
| LOVELAND CIVIC ASSOCIATION INC | |||||||
| 157 S HAVANA ROAD | VENICE | FL | 34292 | 591011392 | 501 ( C) 3 | 16990 | INSTALLATION OF NEW ROOF ON GROUP HOME |
| NEW COLLEGE FOUNDATION INC | |||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 342432109 | 590911744 | 501 ( C) 3 | 40000 | CAPITAL CAMPAIGN |
| PINES OF SARASOTA FOUNDATION INC | |||||||
| 1501 N ORANGE AVENUE | SARASOTA | FL | 34236 | 592988752 | 501 ( C) 3 | 60000 | FINAL PAYMENT OF 5 YEAR CONSTRUCTION COSTS |
| RESURRECTION HOUSE | |||||||
| PO BOX 398 | SARASOTA | FL | 342300398 | 650096171 | 501 ( C) 3 | 5000 | HOLIDAY NEEDS FOR CLIENTS |
| SAFE PLACE AND RAPE CRISIS CENTER INC | |||||||
| 2139 MAIN STREET | SARASOTA | FL | 34237 | 591943399 | 501 ( C) 3 | 8327 | GENERAL SUPPORT; HOLIDAY NEEDS FOR CLIENTS |
| SALVATION ARMY SARASOTA CHAPT | |||||||
| PO BOX 2792 | SARASOTA | FL | 342302792 | 580660607 | 501 ( C) 3 | 15606 | GENERAL SUPPORT |
| SCHOOL BOARD OF SARASOTA COUNTY | |||||||
| 1960 LANDINGS BLVD | SARASOTA | FL | 342313331 | 650287028 | 501 ( C) 3 | 352750 | LEAF PROGRAM; STARBOOKS AND PARTNERS IN PRINT |
| SENIOR FRIENDSHIP CENTERS INC | |||||||
| 1888 BROTHER GREENEN WAY | SARASOTA | FL | 34236 | 591522614 | 501 ( C) 3 | 20000 | HOLIDAY NEEDS FOR CLIENTS; SR NUTRITION PROGRAM |
| SOUTH BISCAYNE BAPTIST CHURCH | |||||||
| PO BOX 7166 | NORTH PORT | FL | 34287 | 237044150 | 501 ( C) 3 | 5000 | HOLIDAY NEEDS IN THE COMMUNITY |
| YMCA CHILDREN YOUTH & FAMILY SERVICES | |||||||
| ONE S SCHOOL AVENUE SUITE 301 | SARASOTA | FL | 34237 | 650691160 | 501 ( C) 3 | 7500 | GIFTS FOR CHILDREN IN FOSTER CARE |
| COMMUNITY FOUNDATION OF SARASOTA COUNTY INC | |||||||
| 2635 FRUITVILLE ROAD | SARASOTA | FL | 34237 | 591956886 | 501 ( C) 3 | 424743 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | 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 | 266 | NumberOfRecipients |
| Amount Of Cash Grant | 647632 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEWART STEARNS | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 148120 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 16000 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 35841 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 199961 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE OF THE PRESIDENT/CEO. | FORM 990, PART VI, SECTION B, LINE 15A | |
| ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 4,407,542. PRIOR PERIOD ADJUSTMENTS: -194,757. COST ADJUSTMENT - UNREALIZED GAIN 195,686. NET INVESTMENT INCOME REPORTED ON K-1'S RECEIVED -86,335. TOTAL TO FORM 990, PART XI, LINE 5: 4,322,136. | FORM 990, PART XI, LINE 5: |
| RESPONSIBILITY OF AUDIT | 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. | FORM 990, PART XI, LINE 2C |
| VOLUNTEERS: | VOLUNTEER BOARD AND CONSULTANTS | FORM 990, PART I, LINE 6: |
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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