2025-02-25T11:16:36-06:00 2024-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2023-07-01 650173371 THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 ERIN JONES CFO 9419553000 2025-02-11 1 1 REBECCA U STONER P00585910 9413654617 2023 2025-03-06 01:10:19Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 1907093 0 X WWW.CFSARASOTA.ORG X 1979 FL COMMUNITY IMPACT POWERED BY PHILANTHROPY. 18 18 0 50 0 0 0 0 0 0 471292 621115 0 0 471292 621115 598974 811086 0 0 0 0 0 0 135862 398105 421085 997079 1232171 -525787 -611056 13962909 14804667 53054 218946 13909855 14585721 COMMUNITY IMPACT POWERED BY PHILANTHROPY. 0 0 947162 811086 0 GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS. 947162 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X X ERIN JONES 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 DANIEL DELEO DIRECTOR 1.00 X 0 0 0 KAREN HAMAD DIRECTOR 1.00 X 0 0 0 DAVID JOYNER DIRECTOR 1.00 X 0 0 0 PATRICIA MATHEWS DIRECTOR 1.00 X 0 0 0 DR LAURA MATTIA DIRECTOR 1.00 X 0 0 0 MERCEDES SOLER DIRECTOR 1.00 X 0 0 0 DR JANET TAYLOR DIRECTOR 1.00 X 0 0 0 JEFFREY TROIANO DIRECTOR 1.00 X 0 0 0 TERRI VITALE DIRECTOR 1.00 X 0 0 0 CHARLES E WILLIAMS DIRECTOR 1.00 X 0 0 0 MARY LOU WINNICK DIRECTOR 1.00 X 0 0 0 ANDREW STULTZ TREASURER 1.00 X X 0 0 0 MARILYN THOMPSON CHAIR 1.00 X X 0 0 0 FELICE SCHULANER SECRETARY 1.00 X X 0 0 0 PAUL HUDSON VICE CHAIR 1.00 X X 0 0 0 BMO PRIVATE BANK TRUSTEE 1.00 X 23010 0 0 US TRUST TRUSTEE 1.00 X 59660 0 0 HANCOCK WHITNEY TRUSTEE 1.00 X 7500 0 0 ROXANNE G JERDE PRESIDENT/CEO 40.00 X 0 372878 39021 ELIZABETH PENNEWILL CORPORATE COUNSEL 40.00 X 0 203517 28874 MISCHA KIRBY VP, STRATEGIC COMM & MKTG 40.00 X 0 170573 24062 ERIN JONES CFO 40.00 X 0 210016 29895 NICOLE COUDAL VP, HUMAN RESOURCES 40.00 X 0 96312 11307 JAY YOUNG VP PHILANTHROPY 40.00 X 0 149433 44662 KIRSTEN RUSSELL VP COMMUNITY IMPACT 40.00 X 0 168110 25775 RINA ALVAREZ DIRECTOR, PHILANTHROPY 40.00 X 0 114556 16744 JULIE AVINS CONTROLLER 40.00 X 0 101479 19585 90170 1586874 239925 0 0 1 0 0 366992 366992 1540101 1285978 254123 254123 254123 621115 0 0 621115 X 713586 713586 97500 97500 836 270 296 270 1884 609 667 608 91310 29507 32342 29461 160061 51725 56693 51643 12264 3963 4344 3957 2392 773 847 772 3468 1121 1228 1119 9701 3135 3436 3130 1773 573 628 572 4157 1343 1473 1341 SHARED OPERATIONAL EXPE 129005 41689 45693 41623 REPAIRS AND MAINTENANCE 4234 1368 1500 1366 1232171 947162 149147 135862 13962909 14804667 13962909 14804667 38054 215946 15000 3000 53054 218946 X 13834827 14506384 75028 79337 13909855 14585721 13962909 14804667 X -611056 1111766 175156 X X 0 1 X 1 0 X X 1 THE COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 591956886 7 1 247772 0 1 247772 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2 411000 9758379 1 1 14428133 1642712 811086 155760 15103999 13867862 1309098 598974 149853 14428133 16776755 -2200870 529085 178938 13867862 13458865 561369 3485387 575610 153256 16776755 13809049 283794 471774 162204 13458865 0.99510 0.00490 0.00000 0 0 0 X 117722449 1111766 116741050 117852816 -130367 90170 661312 751482 621115 64078447 63772912 63772912 305535 90170 836466 926636 1232171 PART V, LINE 4: TO PROVIDE GRANTS THAT ENHANCE THE QUALITY OF LIFE IN SARASOTA COUNTY AND SURROUNDING AREAS. PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 116,741,050. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 155,760. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 505,555. ROUNDING -3. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS REPORTED ON SEPARATE 990S BY AFFILIATED ENTITIES 63,772,912. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES NETTED WITH REVENUE ON FINANCIAL STATEMENT 155,760. SHARED OPERATIONAL EXPENSES ALLOCATED FROM CORPORATION 175,155. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT REPORT RELATED TO 990S 505,555. ROUNDING -4. 1 ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 342408321 650115814 501(C)(3) 75000 0 PROGRAM SUPPORT COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE ROAD SARASOTA FL 34237 591956886 501(C)(3) 247772 0 PROGRAM SUPPORT HARVEST TABERNACLE OF SARASOTA DBA HARVEST HOUSE TRANSITIONAL CENTERS 3650 17TH ST SARASOTA FL 34235 592186807 501(C)(3) 10000 0 GENERAL SUPPORT LAUREL CIVIC ASSOCIATION INC PO BOX 511 LAUREL FL 34272 650187752 501(C)(3) 10000 0 PROGRAM SUPPORT LIVING BREAD SOUP KITCHEN INC PO BOX 382 FERGUSON KY 42533 272346307 501(C)(3) 12500 0 GENERAL SUPPORT, PROGRAM SUPPORT MEALS ON WHEELS OF SARASOTA INC 421 NORTH LIME AVENUE SARASOTA FL 34237 591391249 501(C)(3) 57500 0 GENERAL SUPPORT, PROGRAM SUPPORT SAFE PLACE AND RAPE CRISIS CENTER INC (SPARCC) 2139 MAIN STREET SARASOTA FL 34237 591943399 501(C)(3) 10000 0 PROGRAM SUPPORT SARASOTA JEWISH THEATRE INC PO BOX 3395 SARASOTA FL 34230 884104787 501(C)(3) 6700 0 PROGRAM SUPPORT SENIOR FRIENDSHIP CENTERS INC 1888 BROTHER GEENEN WAY SARASOTA FL 342367118 591522614 501(C)(3) 10000 0 PROGRAM SUPPORT ST JUDE CATHOLIC CHURCH 3930 17TH STREET SARASOTA FL 34235 043850449 501(C)(3) 10000 0 PROGRAM SUPPORT THE ACADEMY AT GLENGARY INC 1910 GLENGARY ST SARASOTA FL 342313603 830608910 501(C)(3) 10000 0 PROGRAM SUPPORT TIDEWELL FOUNDATION INC 5955 RAND BLVD SARASOTA FL 34238 850729071 501(C)(3) 100000 0 PROGRAM SUPPORT VENICE AREA CHAMBER OF COMMERCE FOUNDATION 597 S TAMIAMI TRAIL VENICE FL 342852927 650441705 501(C)(3) 11000 0 GENERAL SUPPORT VENICE AREA MOBILE MEALS INC 920 TAMIAMI TRAIL SOUTH VENICE FL 342853652 591805535 501(C)(3) 10000 0 PROGRAM SUPPORT YMCA OF SOUTHWEST FLORIDA INC 701 CENTER ROAD VENICE FL 34285 591629660 501(C)(3) 100000 0 PROGRAM SUPPORT 18 0 SCHOLARSHIPS 61 97500 SCHOLARSHIPS PART I, LINE 2: CERTAIN GRANTEES ARE REQUIRED TO SUBMIT WRITTEN FINAL REPORTS IN A SPECIFIC FORMAT UPON (I) COMPLETION OF THE GRANT (II) REQUEST BY THE FOUNDATION, OR (III) 13 MONTHS FROM THE TIME THE GRANT IS AWARDED, WHICHEVER COMES FIRST. 0 0 0 0 0 0 0 0 0 ROXANNE G JERDE PRESIDENT/CEO 0 312510 0 60368 0 0 0 28521 0 10500 0 411899 0 0 ERIN JONES CFO 0 181522 0 28494 0 0 0 19642 0 10253 0 239911 0 0 ELIZABETH PENNEWILL CORPORATE COUNSEL 0 181921 0 21596 0 0 0 18551 0 10323 0 232391 0 0 MISCHA KIRBY VP, STRATEGIC COMM & MKTG 0 152746 0 17827 0 0 0 14283 0 9779 0 194635 0 0 JAY YOUNG VP PHILANTHROPY 0 132056 0 17377 0 0 0 15263 0 29399 0 194095 0 0 KIRSTEN RUSSELL VP COMMUNITY IMPACT 0 150652 0 17458 0 0 0 15270 0 10505 0 193885 0 0 FORM 990, PART I, LINE 6 VOLUNTEERS THE BOARD MEMBERS ARE NOT PAID AND THEREFORE ARE CONSIDERED VOLUNTEERS. IN ADDITION, NONPROFIT SERVICES INCLUDE VOLUNTEERS THAT PROVIDE CONSULTING SERVICES WITH NONPROFIT ORGANIZATIONS IN THE COMMUNITY. COMMUNITY VOLUNTEERS ALSO SERVE ON BOARD APPOINTED TASK FORCES AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CEO INITIALLY REVIEW THE RETURN BEFORE PRESENTING THE RETURN TO THE AUDIT COMMITTEE WHO RECOMMENDS THE FINAL APPROVAL TO THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED UPON RECEIPT BY THE GENERAL COUNSEL AND AGAIN DURING THE AUDIT PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,390. MANAGEMENT AND GENERAL EXPENSES 1,523. FUNDRAISING EXPENSES 1,387. TOTAL EXPENSES 4,300. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 50,335. MANAGEMENT AND GENERAL EXPENSES 55,170. FUNDRAISING EXPENSES 50,256. TOTAL EXPENSES 155,761. FORM 990, PART XI, LINE 9: ALLOCATION FROM RELATED ENTITY 175,156. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY FOUNDATION OF SARASOTA COUNTY INC 2635 FRUITVILLE RD SARASOTA FL 34237 591956886 GRANTMAKING FL 501(C)(3) LINE 7 N/A 0 MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE W BRADENTON FL 34205 650833500 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 WETHERINGTON FOUNDATION INC 2635 FRUITVILLE RD SARASOTA FL 34237 371472181 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0