2011-12-13T09:46:24-06:00 2011-05-31 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2010-06-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 PO BOX 49587 SARASOTA FL 34230 MARK A REHDER 9419553000 2011-11-28 1 REBECCA U STONER 9413654617 2010 2016-02-24 21:20:13Z MARK A REHDER PO BOX 49587 SARASOTA FL 34230 20793629 0 X WWW.CFSARASOTA.ORG X 1979 FL 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. 25 25 0 50 0 0 1264368 813913 0 0 1103986 1685556 0 0 2368354 2499469 2008320 2154138 0 0 404707 433759 0 0 224987 700532 751458 3113559 3339355 -745205 -839886 33127319 37338755 362714 1091900 32764605 36246855 X 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. 0 0 1591287 1506506 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. 711860 647632 SCHOLARSHIPS: THE FOUNDATION AWARDED 279 SCHOLARSHIPS TOTALING $647,632 FROM EIGHT SCHOLARSHIP FUNDS TO NEW AND RETURNING COLLEGE STUDENTS. 120730 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. 16698 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. 16698 2440575 1 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X MARK REHDER 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 STEVE DAHLQUIST 1.00 X 0 0 0 ERVIN SANDE 1.00 X 0 0 0 PATRICIA COURTOIS 1.00 X 0 0 0 AUDREY COLEMAN 1.00 X 0 0 0 BARBARA FREEMAN 1.00 X 0 0 0 KATHLEEN ROBERTS 1.00 X 0 0 0 DUNCAN FINLAY 1.00 X 0 0 0 JOHN CRANOR 1.00 X 0 0 0 VICTORIA LEOPOLD 1.00 X 0 0 0 AARON THIEL 1.00 X 0 0 0 MOTAZ AGABANI MD 1.00 X 0 0 0 PHIL A DELANEY JR 1.00 X 0 0 0 FREDERICK D LUGAR CPA 1.00 X 0 0 0 ORION MARX 1.00 X 0 0 0 VICENTE MEDINA 1.00 X 0 0 0 BARRY F SPIVEY ESQ 1.00 X 0 0 0 JAVIER SUAREZ 1.00 X 0 0 0 JAMES TAYLOR 1.00 X 0 0 0 J GARRET HEARD 1.00 X 0 0 0 L THOMAS BAKER 1.00 X 0 0 0 JIM SHEDIVY 1.00 X X 0 0 0 CHARLA BURCHETT 1.00 X X 0 0 0 DIANE MCFARLIN 1.00 X X 0 0 0 MARGARET CALLIHAN 1.00 X X 0 0 0 GINA MASCIO 1.00 X X 0 0 0 STEWART STEARNS 40.00 X 0 164120 35841 ROXANNE JERDE 40.00 X 0 0 0 MARK A REHDER 40.00 X 0 99092 25089 0 263212 60930 0 0 1 0 0 710224 103689 813913 1111686 1111686 18868030 18294160 573870 573870 573870 2499469 0 0 1685556 1506506 1506506 647632 647632 100126 42028 23730 34368 244578 102662 57964 83952 36032 15124 8540 12368 30520 12811 7233 10476 22503 9446 5333 7724 3154 3154 10527 10527 195278 195278 342597 25091 317000 506 27759 11652 6579 9528 32950 13561 8300 11089 23591 9902 5591 8098 13144 5517 3115 4512 21382 8703 4914 7765 41951 17609 9942 14400 5329 2237 1263 1829 MISCELLANEOUS 22020 5151 2539 14330 REPAIRS AND MAINTENANCE 11776 4943 2791 4042 3339355 2440575 673793 224987 81860 52471 428152 1844510 32422550 32670424 2755968 194757 15382 33127319 37338755 13733 644 348981 1091256 362714 1091900 X 31162856 34488408 54224 43913 1547525 1714534 32764605 36246855 33127319 37338755 X -839886 4322136 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 424743 1 424743 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 0 302020 8614966 1 1 1547525 4 261609 79649 14956 1714533 906574 482404 200176 24358 17271 1547525 1190877 2 -254683 23923 5699 906574 0.83000 0.17000 0 1 1 0 DIVERSIFIED HEDGE FUND 1864197 F DIVERSIFIED REAL ESTATE FUND 891771 F 2755968 2499469 3339355 -839886 4407542 -194757 23800624 28013409 27173523 42093688 4407542 35751111 40158653 1935035 189138 375297 564435 2499470 14920165 12058909 12058909 2861256 189138 288962 478100 3339356 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. 1 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 24 0 SCHOLARSHIPS 266 647632 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS IN A SPECIFIC FORMAT UPON COMPLETION OF THE GRANT OR 13 MONTHS FROM THE TIME THE GRANT IS AWARDED, WHICHEVER COMES FIRST. EXCEPTIONS ARE MADE FOR OPERATING GRANTS FROM DONOR ADVISED FUNDS. X X X 0 0 0 0 0 0 0 0 0 STEWART STEARNS 0 148120 0 16000 0 0 0 0 0 35841 0 199961 0 0 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 PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED 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. RESPONSIBILITY OF AUDIT FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS CHARGED WITH OVERSIGHT OF THE AUDIT AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON SELECTION OF AUDIT FIRMS. VOLUNTEERS: FORM 990, PART I, LINE 6: VOLUNTEER BOARD AND CONSULTANTS COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 591956886 GRANTMAKING FL 501(C)(3) 7-509(A)(1) N/A 0 MANATEE COMMUNITY FOUNDATION INC 3101 MANATEE AVENUE W BRADENTON FL 34205 650833500 GRANTMAKING FL 501(C)(3) 11A-TYPE I SUP ORG N/A 0 WETHERINGTON FOUNDATION INC 2635 FRUITVILLE RD SARASOTA FL 34237 371472181 GRANTMAKING FL 501(C)(3) 11A-TYPE I SUP ORG N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0