2026-02-11T12:38:31-06:00 2025-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2024-07-01 591956886 THE COMMUNITY FOUNDATION OF SARASOTA CO INC COMM 9419553000 2635 FRUITVILLE ROAD SARASOTA FL 34237 ERIN JONES CFO 9419553000 2026-02-06 1 1 BRIAN SIMMONS P00360690 9413654617 2024 2025-03-06 01:10:19Z ROXANNE G JERDE 2635 FRUITVILLE ROAD SARASOTA FL 34237 212490133 0 X WWW.CFSARASOTA.ORG X 1979 FL COMMUNITY IMPACT POWERED BY PHILANTHROPY. 17 17 35 50 101939 100896 58656853 50655466 4098481 4579734 17899723 31803925 0 0 80655057 87039125 52243268 44178439 0 0 4053698 4573734 0 0 3790783 6975792 7543674 63272758 56295847 17382299 30743278 464554636 518451597 41295323 41830554 423259313 476621043 X COMMUNITY IMPACT POWERED BY PHILANTHROPY. 0 0 48062932 44178439 4579734 I) IN PARTNERSHIP WITH DONORS WHO BELIEVE THEY CAN BE THE ONE TO MAKE A DIFFERENCE, GRANTS WERE MADE TO ORGANIZATIONS SUPPORTING THE FULL SPECTRUM OF CHARITABLE MISSIONS TO IMPROVE OUR COMMUNITY BY MEETING BASIC NEEDS, EXPANDING OPPORTUNITIES AND CULTURAL ENRICHMENT. SPECIFIC CAUSES FUNDED INCLUDE ANIMAL WELFARE, THE ARTS, HEALTH, HUMAN SERVICES, EDUCATION, ENVIRONMENTAL PROTECTION, CIVIC ENGAGEMENT, YOUTH DEVELOPMENT, AND OTHER AREAS. OUR SUPPORT OF LOCAL NONPROFITS GOES DEEPER THAN THE MILLIONS IN GRANTS WE AWARD EACH YEAR. OUR TEAM HELPS BUILD THE CAPACITY OF LOCAL ORGANIZATIONS TO ENSURE DONORS' CHARITABLE DOLLARS MAKE AN EVEN BIGGER IMPACT BY OFFERING WORKSHOPS AND TRAININGS, SUPPORTING CONSULTING SERVICES, AND OTHER CAPACITY-BUILDING BENEFITS. ADDITIONALLY, OUR ONGOING GRANT OPPORTUNITIES PROVIDE SUPPORT TO LOCAL NONPROFIT ORGANIZATIONS TO ADDRESS INNOVATIVE, URGENT AND EMERGENCY NEEDS, SO THAT UNEXPECTED OBSTACLES OR OPPORTUNITIES CAN BE ADDRESSED BY NONPROFITS AS PART OF THE IMPORTANT WORK THEY DO FOR THE COMMUNITY.II) THE COMMUNITY FOUNDATION OF SARASOTA COUNTY BELIEVES THAT ALL WHO WISH TO FURTHER THEIR EDUCATION AND INCREASE FUTURE POTENTIAL FOR SUCCESS SHOULD HAVE AN EQUAL CHANCE TO TAKE ADVANTAGE OF THE OPPORTUNITIES AVAILABLE TO THEM. EACH YEAR, THE COMMUNITY FOUNDATION OF SARASOTA COUNTY AWARDS SCHOLARSHIPS TO A VARIETY OF INDIVIDUALS WHO ARE PURSUING POST-SECONDARY EDUCATION AND PROFESSIONAL CERTIFICATIONS.III) EACH YEAR, SIGNIFICANT INVESTMENTS ARE MADE TO THE COMMUNITY FROM THE FUNDS OF DONORS WHO ENSURED SUPPORT OF VARIOUS ORGANIZATIONS AND CAUSES IN PERPETUITY. SUBSTANTIAL TIME, FUNDING, AND STRATEGIES ARE COALESCED TO SUPPORT AN ARRAY OF KEY INITIATIVES SPEARHEADED BY THE COMMUNITY FOUNDATION. WE HAVE DEDICATED OURSELVES TO HELPING THOSE IN NEED IN OUR COMMUNITIES BY PROVIDING IMMEDIATE, TARGETED FINANCIAL ASSISTANCE (PRIMARILY FOR MORTGAGE, RENT, CHILDCARE AND UTILITIES) TO FAMILIES AND INDIVIDUALS ON THE VERGE OF HOMELESSNESS THROUGH THE SEASON OF SHARING FUND, AS WELL AS SUPPORTING OUR REGION'S YOUTH THROUGH OUR STUDENT EMERGENCY FUND OPERATED IN PARTNERSHIP WITH SARASOTA COUNTY SCHOOLS. TO ADDRESS LONG-TERM NEEDS REVEALED THROUGH EMERGENCIES, OUR SUNCOCAST DISASTER RECOVERY FUND SUPPORTS EFFORTS TO IMPROVE INDIVIDUAL, FAMILY, AND COMMUNITY RESILIENCY. ADDITIONALLY, OUR EXTENSIVE WORK IN EDUCATION LEVERAGES NATIONAL RESEARCH AND INITIATIVES SUCH AS THE CAMPAIGN FOR GRADE-LEVEL READING, THE REGIONAL COLLABORATIVE PARTNERSHIP OF EDEXPLORESRQ, AND THE STRAUSS LITERACY INITIATIVE LED BY THE COMMUNITY FOUNDATION. INSPIRED BY ASCEND AT THE ASPEN INSTITUTE, WE HAVE FOCUSED THESE EFFORTS (AND OTHERS) THROUGH A TWO-GENERATION LENS, WHICH SEEKS TO ADDRESS THE NEEDS OF BOTH VULNERABLE CHILDREN AND THEIR PARENTS TOGETHER IN ORDER TO CREATE A COMMUNITY IN WHICH A LEGACY OF ECONOMIC SECURITY, SOCIAL CAPITAL, AND EDUCATIONAL SUCCESS PASSES FROM ONE GENERATION TO THE NEXT.THE GIVING PARTNER: IN AN EFFORT TO INCREASE TRANSPARENCY AND ENCOURAGE INFORMED GIVING, THE COMMUNITY FOUNDATION FUNDS AND MAINTAINS A LOCAL ONLINE RESOURCE TO REVIEW NONPROFITS SERVING OUR FOUR-COUNTY REGION. NEARLY 800 NONPROFITS HAVE PROFILES THAT ARE EASILY ACCESSED BY POTENTIAL FUNDERS, DONORS AND THE PUBLIC AT THEGIVINGPARTNER.ORG. EACH PROFILE SHARES GOVERNANCE, MANAGEMENT, FINANCIAL AND PROGRAMMATIC INFORMATION. THIS PLATFORM IS USED TO ASSESS GRANT FUNDING BY THE COMMUNITY FOUNDATION, OUR DONORS AND OTHER REGIONAL FUNDERS. IT IS ALSO A KEY COMPONENT OF THE REGION'S ONLINE GIVING CAMPAIGN, THE GIVING CHALLENGE, WHICH THE FOUNDATION ORGANIZES FOR THE COMMUNITY ON A ROLLING SCHEDULE. SINCE 2012, DONORS FROM THROUGHOUT OUR REGION HAVE SHOWN THEIR LOVE FOR LOCAL NONPROFIT ORGANIZATIONS BY PROVIDING MORE THAN $92 MILLION IN UNRESTRICTED FUNDING TO SUPPORT THEIR MISSIONS THROUGH NINE CHALLENGES TO BENEFIT MORE THAN 700 NONPROFITS LISTED IN THE GIVING PARTNER. IN FALL 2020 WE LAUNCHED A NEW EFFORT TO ANALYZE TRENDS IN COMMUNITY NEEDS PROVIDED THROUGH PUBLIC DATABASES, COMBINED WITH OUR DEEP UNDERSTANDING OF AND THE DATA RESOURCES AVAILABLE THROUGH THE GIVING PARTNER. THE SCOPE OF WORK IN THIS AREA EXTENDED IN 2023 TO A COMMUNITY LEADERSHIP ROLE TO BRING ATTENTION TO KEY ISSUES REVEALED THROUGH OUR PUBLICLY-AVAILABLE COMMUNITY INDICATORS DASHBOARD THAT EXAMINES TRENDS IN FOUR KEY AREAS: ECONOMY, EDUCATION, HEALTH, AND HOUSING. 48062932 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 43 0 1 35 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 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 DANIEL DENTON DIRECTOR 1.00 X 0 0 0 ERIN DUGGAN DIRECTOR 1.00 X 0 0 0 DR KAREN HAMAD DIRECTOR 1.00 X 0 0 0 MITZIE HENSON 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 E 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 MARY LOU WINNICK DIRECTOR 1.00 X 0 0 0 MARILYN THOMPSON CHAIR 1.00 X X 0 0 0 PAUL HUDSON VICE CHAIR 1.00 X X 0 0 0 CHARLES E WILLIAMS SECRETARY 1.00 X X 0 0 0 T ANDREW STULTZ TREASURER 1.00 X X 0 0 0 ELIZABETH PENNEWILL GENERAL COUNSEL 40.00 X 221095 0 31395 MISCHA KIRBY VP, STRATEGIC COMM. & MARK 40.00 X 173422 0 26591 KIRSTEN RUSSELL VP, COMMUNITY IMPACT 40.00 X 163954 0 28244 JAY YOUNG VP, PHILANTHROPY 40.00 X 156688 0 50112 ROXANNE JERDE CEO/PRESIDENT 40.00 X 365146 0 42163 ERIN JONES CFO 40.00 X 235315 0 33325 NICOLE COUDAL VP, HUMAN RESOURCES 40.00 X 165361 0 26410 RINA ALVAREZ DIRECTOR, PHILANTHROPY 40.00 X 124144 0 19164 JULIE AVINS CONTROLLER 40.00 X 104912 0 29793 1710037 0 287197 9 0 1 0 NORTHERN TRUST 1515 RINGLING BLVD SARASOTA FL 34236 INVESTMENT MANAGEMENT 318139 JON F SWIFT CONSTRUCTION 2221 8TH ST SARASOTA FL 34237 GENERAL CONTRACTING - BUILDING REMODEL 302460 RBC 200 PARK AVE 2ND FLOOR FLORHAM PARK NJ 07932 INVESTMENT MANAGEMENT 221674 OFDC COMMERCIAL INTERIORS 11866 METRO PARKWAY FT MYERS FL 33966 FURNITURE & INSTALLATION 187892 COAST OUTDOOR SERVICES 3607 67TH TERRACE EAST SARASOTA FL 34243 LANDSCAPING ARCHITECTURE/DESIGN 147230 5 246750 50408716 8851784 50655466 ADMINISTRATIVE FEES 900099 4579734 4579734 4579734 14076119 101939 13974180 143178814 125451008 17727806 17727806 17727806 87039125 4579734 101939 31701986 42309691 42309691 1868748 1868748 1873461 525351 609278 738832 1993991 667317 821250 505424 100378 36009 43509 20860 359550 115192 135739 108619 246354 76505 91643 78206 47305 14691 17597 15017 63059 19583 23458 20018 8325 2585 3097 2643 1028387 319366 382558 326463 4591026 1425744 1707852 1457430 379604 117886 141212 120506 100124 31094 37246 31784 225751 70107 83979 71665 72769 22598 27070 23101 67525 20970 25119 21436 266383 82725 99094 84564 118436 36780 44058 37598 REPAIRS AND MAINTENANCE 363382 112849 135177 115356 GRANT INITIATIVES 176124 176124 CREDIT CARD FEES 35474 11017 13196 11261 56295847 48062932 4442132 3790783 3154269 12468545 13666936 72427 13389 1332129 1087483 119810 35992 7903288 2303528 1967812 5599760 417133077 472314437 3100658 990483 28360178 21588848 464554636 518451597 848194 804335 2051167 1806501 38395962 39219718 41295323 41830554 X 385329812 436689650 37929501 39931393 423259313 476621043 464554636 518451597 X 30743278 21899390 719062 X X 0 1 X 1 0 X 22566087 45645781 30133190 58656853 50655466 207657377 22566087 45645781 30133190 58656853 50655466 207657377 24426221 183231156 9358467 11143980 10632290 12527423 14076119 57738279 10 10 265395666 20311990 0.69040 0.67610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 8325 8325 0 PART II-B, LINE 1: THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS PARTICIPATING IN THE COMMUNITY FOUNDATION PUBLIC AWARENESS INITIATIVE WHICH IS A PROJECT OF THE PHILANTHROPY PRACTICE AT VAN SCOYOC ASSOCIATES. THIS INITIATIVE HELPS INDIVIDUAL FOUNDATIONS AND OTHERS IN THE PHILANTHROPY SPACE EDUCATE POLICYMAKERS ABOUT THEIR PROGRAM WORK, AS WELL AS THE POSITIVE IMPACTS THEY ARE HAVING IN LOCAL COMMUNITIES. 475 25523576 19508764 99633568 1 1 319636612 8393816 38701122 11971424 3481820 351278306 278056980 17944258 38071083 11315731 3119978 319636612 254815128 10725685 25687552 10383605 2787780 278056980 290848982 12267213 -33687712 11228288 3385067 254815128 239979570 1908150 62619978 10903680 2755036 290848982 0.91090 0.08340 0.00570 0 0 5813534 1428246 4385288 824669 231911 592758 1265085 643371 621714 5599760 GIFT ANNUITY CONTRACT 2189571 FUNDS HELD AS AGENCY ENDOWMENTS 37030147 39219718 X 111734356 21899390 12641316 34540706 77193650 898441 8947034 9845475 87039125 53196330 7105834 7105834 46090496 898441 9306910 10205351 56295847 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: CHANGE IN SPLIT-INTEREST AGREEMENT VALUES 932,219. DISTRIBUTIONS TO ANNUITANTS -389,234. REVENUE OF AFFILIATED ENTITIES INCLUDED IN CONSOLIDATED FINANCIALS 12,098,331. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE EXPENSE NETTED WITH ADMINISTRATIVE REVENUE ON FINANCIAL STMTS 4,316,048. AGENCY INTEREST AND DIVIDENDS NOT INCLUDED ON FINANCIAL STATEMENTS 954,665. AGENCY CONTRIBUTIONS NOT INCLUDED ON FINANCIAL STATEMENTS 1,212,755. AGENCY REALIZED GAIN NOT INCLUDED ON FINANCIAL STATEMENTS 1,608,337. INVESTMENT INCOME REPORTED ON K-1'S 602,623. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT RELATED TO 990S 252,606. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY AFFILIATED ENTITIES IN CONSOLIDATED FINANCIALS 6,922,034. SHARED OPERATIONAL EXPENSES ALLOCATED TO TRUST 183,800. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATIVE EXPENSE NETTED WITH ADMINISTRATIVE REVENUE ON FINANCIAL STMTS 4,316,048. AGENCY INVESTMENT FEES NOT INCLUDED ON FINANCIAL STATEMENTS 26,452. INVESTMENT EXPENSES REPORTED ON K-1'S 103,494. AGENCY GRANTS NOT INCLUDED ON FINANCIAL STATEMENTS 4,608,311. INTERCOMPANY GRANTS ELIMINATED FOR AUDIT RELATED TO 990S 252,606. ROUNDING -1. 1 52ND STREET PROJECT INC 789 10TH AVE NEW YORK NY 100195027 133467948 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES ABILITY TO INCLUDE INC 912 WEE BURN PL SARASOTA FL 342435040 863937631 501(C)(3) 15000 0 HUMAN SERVICES AFRICAN AMERICAN CIVIL WAR MUSEUM 1925 VERMONT AVE NW WASHINGTON DC 20001 521785797 501(C)(3) 25000 0 ARTS, CULTURE & HUMANITIES AGAPE FLIGHTS INC 100 AIRPORT AVE E VENICE FL 34285 592057436 501(C)(3) 25200 0 RELIGION RELATED, SPIRITUAL DEVELOPMENT AGASSIZ VILLAGE 9 VERNON STREET FRAMINGHAM MA 01701 042160531 501(C)(3) 15479 0 YOUTH DEVELOPMENT AGAWAM COUNCIL 6 FUNDY RD SUITE 100 FALMOUTH ME 04105 222577250 501(C)(3) 15479 0 RECREATION, SPORTS, LEISURE, ATHLETICS ALL FAITHS FOOD BANK INC 8171 BLAIKIE COURT SARASOTA FL 342408321 650115814 501(C)(3) 331522 0 FOOD, AGRICULTURE, AND NUTRITION ALL RAINBOW AND ALLIED YOUTH INC 1475 COLLINGSWOOD BLVD PORT CHARLOTTE FL 33948 822451143 501(C)(3) 31300 0 YOUTH DEVELOPMENT ALL STAR CHILDREN'S FOUNDATION 3300 17TH STREET SARASOTA FL 34235 202182079 501(C)(3) 64685 0 HUMAN SERVICES ALSO YOUTH 351 6TH AVENUE W BRADENTON FL 34205 742840470 501(C)(3) 59355 0 HUMAN SERVICES ALTA VISTA ELEMENTARY SCHOOL 1050 S EUCLID AVE SARASOTA FL 34237 596000847 501(C)(3) 84740 0 EDUCATION ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC - FLORIDA GULF 14010 ROOSEVELT BLVD SUITE 709 CLEARWATER FL 33762 133039601 501(C)(3) 5473 0 HEALTHCARE AM AND FM ENTERPRISE INC 119 17TH STREET WEST PALMETTO FL 34221 331118294 501(C)(3) 7300 0 HEALTHCARE AMERICAN CANCER SOCIETY FLORIDA DIVISION PO BOX 17127 TAMPA FL 33682 131788491 501(C)(3) 13133 0 HUMAN SERVICES AMERICAN CANCER SOCIETY LEE COUNTY UNIT PO BOX 17127 TAMPA FL 33682 131788491 501(C)(3) 19485 0 HUMAN SERVICES AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC AKA ACLU 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 136213516 501(C)(3) 155030 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC 633 THIRD AVENUE 20TH FLOOR NEW YORK CITY NY 10017 131623886 501(C)(3) 6642 0 SCIENCE AND TECHNOLOGY RESEARCH INSTITUTES, SERVICES AMERICAN DIABETES ASSOCIATION INC PO BOX 7023 MERRIFIELD VA 221167023 131623888 501(C)(3) 5228 0 DISEASES, DISORDERS, MEDICAL DISCIPLINES AMERICAN FRIENDS OF DVI 57 E 72ND STREET SUITE 1B NEW YORK NY 10021 133202264 501(C)(3) 5500 0 PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING FOUNDATIONS AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH STREET SUITE 1100 NEW YORK NY 100189784 131790719 501(C)(3) 10829 0 PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING FOUNDATIONS AMERICAN FRIENDS OF THE ASSOCIATION FOR THE ADVANCEMENT OF COMMUNITY CENTER 1466 MANOR ROAD STATEN ISLAND NY 10314 753049554 501(C)(3) 25000 0 INTERNATIONAL, FOREIGN AFFAIRS, AND NATIONAL SECURITY AMERICAN FRIENDS OF THE LONDON PHILHARMONIC ORCHESTRA 2600 NETHERLAND AVE SUITE 2203 BRONX NY 10463 237003075 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES AMERICAN FRIENDS OF THE NATIONAL GALLERY LONDON 572 VALLEY ROAD UNIT 43019 MONTCLAIR NJ 07043 133321549 501(C)(3) 11557 0 EDUCATION AMERICAN FRIENDS OF THE NATIONAL PORTRAIT GALLERY FOUNDATION INC 31 WEST 34TH STREET 7TH FLOOR 7010 NEW YORK NY 10001 133602365 501(C)(3) 12172 0 ARTS, CULTURE & HUMANITIES AMERICAN HEART ASSOCIATION SOUTHWEST FLORIDA 9200 ESTERO PARK COMMONS BOULEVARD SUITE 7 ESTERO FL 33928 135613797 501(C)(3) 19427 0 DISEASES, DISORDERS, MEDICAL DISCIPLINES AMERICAN JEWISH COMMITTEE WEST COAST FLORIDA CHAPTER 1605 MAIN ST STE 612 SARASOTA FL 34236 135563393 501(C)(3) 6000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICAN LUNG ASSOCIATION - TAMPA FL 13100 WEST LISBON ROAD SUITE 700 BROOKFIELD WI 53005 131632524 501(C)(3) 19427 0 DISEASES, DISORDERS, MEDICAL DISCIPLINES AMERICAN MEDITATION INSTITUTE P O BOX 430 AVERILL PARK NY 12018 141799862 501(C)(3) 10000 0 HUMAN SERVICES AMERICAN NATIONAL RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501(C)(3) 22200 0 PUBLIC SAFETY, DISASTER PREPAREDNESS, AND RELIEF AMERICAN RED CROSS 3310 WEST MAIN STREET TAMPA FL 33607 530196605 501(C)(3) 50000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS, AND RELIEF AMERICAN RED CROSS SOUTHWEST FLORIDA CHAPTER 2001 CANTU COURT SARASOTA FL 342326239 530196605 501(C)(3) 13027 0 PUBLIC SAFETY, DISASTER PREPAREDNESS, AND RELIEF AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA 520 8TH AVE 7TH FLOOR NEW YORK NY 10018 131623829 501(C)(3) 7550 0 ANIMAL RELATED ANGELS AMONG US IN FLORIDA INC 4221 LENOX BLVD VENICE FL 34293 275563456 501(C)(3) 10000 0 HUMAN SERVICES ANIMAL RESCUE COALITION INC 6320 TOWER LANE SARASOTA FL 34240 650950292 501(C)(3) 10000 0 ANIMAL RELATED ANNA MARIA ISLAND COMMUNITY CENTER DBA THE CENTER OF ANNA MARIA ISLAND PO BOX 253 ANNA MARIA FL 342160253 596166231 501(C)(3) 57000 0 RECREATION, SPORTS, LEISURE, ATHLETICS ANNANDALE AT SUWANEE INC AKA ANNANDALE VILLAGE 3500 ANNANDALE LN SUWANEE GA 30024 586081470 501(C)(3) 10000 0 HUMAN SERVICES ARCADIA-DESOTO COUNTY HABITAT FOR HUMANITY PO BOX 2096 ARCADIA FL 34265 593656661 501(C)(3) 100850 0 HOUSING, SHELTER ARCADIA GARDEN CLUB INCORPORATED 1005 W MAGNOLIA ST ARCADIA FL 34266 204245869 501(C)(3) 5400 0 ENVIRONMENTAL QUALITY, PROTECTION, AND BEAUTIFICATION ARCCODOTINFO INC 4700 NW 84TH AVENUE 41 MIAMI SPRINGS FL 33166 612046270 501(C)(3) 15000 0 INTERNATIONAL, FOREIGN AFFAIRS, AND NATIONAL SECURITY ARCHITECTURE SARASOTA INC 265 SOUTH ORANGE AVENUE SARASOTA FL 34236 463116947 501(C)(3) 5500 0 ARTS, CULTURE & HUMANITIES ART CENTER SARASOTA 707 N TAMIAMI TRAIL SARASOTA FL 34236 590706844 501(C)(3) 9626 0 ARTS, CULTURE & HUMANITIES ARTIST SERIES CONCERTS OF SARASOTA INC 1226 N TAMIAMI TRL SUITE 300 SARASOTA FL 34236 650755294 501(C)(3) 5319 0 ARTS, CULTURE & HUMANITIES ARTS AND CULTURAL ALLIANCE OF SARASOTA COUNTY 1226 N TAMIAMI TRAIL 300 SARASOTA FL 342362431 592710755 501(C)(3) 24779 0 ARTS, CULTURE & HUMANITIES ASHTON ELEMENTARY SCHOOL 5110 ASHTON ROAD SARASOTA FL 34233 596000847 501(C)(3) 11436 0 EDUCATION ASOLO REPERTORY THEATRE INC 5555 N TAMIAMI TRAIL SARASOTA FL 34243 592717909 501(C)(3) 279830 0 ARTS, CULTURE & HUMANITIES ATWATER ELEMENTARY SCHOOL 4701 HUNTSVILLE AVE NORTH PORT FL 34288 596000847 501(C)(3) 15463 0 EDUCATION AVENUE941 1616 59TH STREET WEST BRADENTON FL 34209 650729731 501(C)(3) 5200 0 RELIGION RELATED, SPIRITUAL DEVELOPMENT AWAKEN OUTREACH CENTER INC PO BOX 6907 NORTH PORT FL 34290 923430890 501(C)(3) 78800 0 RELIGION RELATED, SPIRITUAL DEVELOPMENT BABY BASICS OF SARASOTA COUNTY INC PO BOX 15485 SARASOTA FL 34277 113832610 501(C)(3) 8100 0 HUMAN SERVICES BARRINGTON STAGE COMPANY INC 30 UNION ST PITTSFIELD MA 01201 043263298 501(C)(3) 15000 0 ARTS, CULTURE & HUMANITIES BAT CITY COMIC PROFESSIONALS 915 MANATEE AVE E BRADENTON FL 34208 852896782 501(C)(3) 5250 0 EDUCATION BAY HAVEN SCHOOL OF BASICS PLUS 2901 W TAMIAMI CIRCLE SARASOTA FL 34234 596000847 501(C)(3) 10158 0 EDUCATION BAYSIDE COMMUNITY CHURCH OF SARASOTA 15800 EAST STATE ROAD 64 BRADENTON FL 34212 043648411 501(C)(3) 6273 0 RELIGION RELATED, SPIRITUAL DEVELOPMENT BETHANY HEALTH CARE CENTER INC 97 BETHANY ROAD FRAMINGHAM MA 01702 042104039 501(C)(3) 25000 0 HEALTHCARE BIG CAT HABITAT GULF COAST SANCTUARY INC 7101 PALMER BOULEVARD SARASOTA FL 34240 650659177 501(C)(3) 41000 0 ANIMAL RELATED BIG WATERS LAND TRUST FKA CONSERVATION FOUNDATION OF THE GULF COAST PO BOX 902 OSPREY FL 342290902 200345249 501(C)(3) 45850 0 ENVIRONMENTAL QUALITY, PROTECTION, AND BEAUTIFICATION BLOOD CANCER UNITED FKA LEUKEMIA & LYMPHOMA SOCIETY INC PO BOX 98018 WASHINGTON DC 200908018 135644916 501(C)(3) 17021 0 MEDICAL RESEARCH BOOKER HIGH SCHOOL 3201 N ORANGE AVENUE SARASOTA FL 34234 596000847 501(C)(3) 72325 0 EDUCATION BOOKER HIGH SCHOOL FOUNDATION FOR ARTS & EDUCATION INC PO BOX 2299 SARASOTA FL 34230 043674332 501(C)(3) 28750 0 EDUCATION BOOKER MIDDLE SCHOOL 2250 MYRTLE STREET SARASOTA FL 34234 596000847 501(C)(3) 19329 0 EDUCATION BOOKER PROMISE FOUNDATION INC PO BOX 2299 SARASOTA FL 34230 842585940 501(C)(3) 11405 0 YOUTH DEVELOPMENT BOXSER DIVERSITY INITIATIVE INC 2301 GULF OF MEXICO DR UNIT 63 LONGBOAT KEY FL 34228 813050026 501(C)(3) 135461 0 PUBLIC, SOCIETY BENEFIT (INCLUDES VETERANS) BOYS & GIRLS CLUBS OF CHARLOTTE COUNTY 21500 GIBRALTER DRIVE SUITE 10 PORT CHARLOTTE FL 339525417 650725247 501(C)(3) 54560 0 YOUTH DEVELOPMENT BOYS & GIRLS CLUBS OF MANATEE COUNTY PO BOX 280 BRADENTON FL 34206 590675141 501(C)(3) 71415 0 YOUTH DEVELOPMENT BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES 3130 FRUITVILLE ROAD SARASOTA FL 34237 596211876 501(C)(3) 387468 0 YOUTH DEVELOPMENT BOYS TOWN OF CENTRAL FLORIDA 975 OKLAHOMA STREET OVIEDO FL 32765 200654235 501(C)(3) 35000 0 HUMAN SERVICES BREAST CANCER RESEARCH FOUNDATION 28 W 44TH STREET SUITE 609 NEW YORK NY 10036 133727250 501(C)(3) 7500 0 MEDICAL RESEARCH BRENTWOOD ELEMENTARY 2500 VINSON AVENUE SARASOTA FL 34232 596000847 501(C)(3) 9211 0 EDUCATION BRIDGES TO EDUCATIONAL EXCELLENCE LEARNING CENTER PO BOX 50233 SARASOTA FL 34232 991797772 501(C)(3) 69875 0 EDUCATION BROOKSIDE MIDDLE SCHOOL 3636 S SHADE AVENUE SARASOTA FL 34239 596000847 501(C)(3) 6450 0 EDUCATION CAMP SUNSHINE AT SEBAGO LAKE INC 35 ACADIA RD CASCO ME 04015 222582877 501(C)(3) 15479 0 RECREATION, SPORTS, LEISURE, ATHLETICS CARDINAL MOONEY CATHOLIC HIGH SCHOOL 4171 FRUITVILLE ROAD SARASOTA FL 34232 590900923 501(C)(3) 209943 0 EDUCATION CASEY KEY LIBRARY ASSOCIATION INC PO BOX 1101 OSPREY FL 342291101 592669039 501(C)(3) 5181 0 PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING FOUNDATIONS CAT DEPOT 2542 17TH ST SARASOTA FL 342341905 200217681 501(C)(3) 12106 0 ANIMAL RELATED CATHOLIC CHARITIES DIOCESE OF VENICE INC 1000 PINEBROOK RD VENICE FL 34285 592473176 501(C)(3) 284746 0 HUMAN SERVICES CATHOLIC CHURCH EXTENSION SOCIETY 150 S WACKER DR STE 2000 CHICAGO IL 60606 366000520 501(C)(3) 10000 0 RELIGION RELATED, SPIRITUAL DEVELOPMENT CENTER FOR DISASTER PHILANTHROPY INC ONE THOMAS CIRCLE NW STE 700 WASHINGTON DC 20005 455257937 501(C)(3) 20000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS, AND RELIEF CENTER FOR INDEPENDENT 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WHICHEVER COMES FIRST. X X X 0 0 0 0 0 0 0 0 0 ROXANNE JERDE CEO/PRESIDENT 300146 0 65000 0 0 0 30591 0 11572 0 407309 0 0 0 ERIN JONES CFO 201892 0 33423 0 0 0 21908 0 11417 0 268640 0 0 0 ELIZABETH PENNEWILL GENERAL COUNSEL 189601 0 31494 0 0 0 20308 0 11087 0 252490 0 0 0 JAY YOUNG VP, PHILANTHROPY 132880 0 23808 0 0 0 16993 0 33119 0 206800 0 0 0 MISCHA KIRBY VP, STRATEGIC COMM. & MARK 150040 0 23382 0 0 0 15192 0 11399 0 200013 0 0 0 KIRSTEN RUSSELL VP, COMMUNITY IMPACT 140051 0 23903 0 0 0 17001 0 11243 0 192198 0 0 0 NICOLE COUDAL VP, HUMAN RESOURCES 140512 0 24849 0 0 0 15203 0 11207 0 191771 0 0 0 SUPPLEMENTAL OFFICER WAGE INFORMATION THE OFFICERS OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND DETERMINES THE COMPENSATION PACKAGE OF THE PRESIDENT/CEO. X 112 8851784 STOCK EXCHANGE 0 1 1 PART I, LINE 32B: INVESTMENT ACCOUNTS ARE HELD AT MAJOR FINANCIAL INSTITUTIONS WITH MONEY MANAGERS PROCESSING AND SELLING STOCK CONTRIBUTIONS. FORM 990, PART I, LINE 6 VOLUNTEERS THE BOARD MEMBERS ARE NOT PAID AND THEREFORE ARE CONSIDERED VOLUNTEERS. COMMUNITY VOLUNTEERS ALSO SERVE ON BOARD APPOINTED TASK FORCES AND COMMITTEES INCLUDING OUR SCHOLARSHIP COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 ON DECEMBER 13, 2024 SECTION 4.10 OF ARTICLE IV OF THE ORGANIZATION'S BYLAWS WAS AMENDED TO INCLUDE THE FOLLOWING LANGUAGE: TO BE INVITED TO SERVE AS AN EMERITUS DIRECTOR, THE BOARD MEMBER MUST DEMONSTRATE EXTRAORDINARY COMMITMENT AND SERVICE TO THE FOUNDATION AND HAS HELD IMPORTANT LEADERSHIP ROLES AS A BOARD MEMBER AND MADE SIGNIFICANT CONTRIBUTIONS TO THE FOUNDATION. FURTHER THE BOARD MEMEBER MUST HAVE EXPERTISE AND SKILLS RELEVANT TO THE FOUNDATION'S NEEDS AND ALIGN WITH THE FOUNDATION'S VALUES AND GOALS. FURTHER, EMERITUS DIRCTORS MAY NOT ATTEND EXECUTIVE SESSION MEETINGS AND WILL NOT SERVE ON BOARD COMMITTEES UNLESS OTHERWISE APPROVED BY THE BOARD. 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 FINAL APPROVAL TO THE BOARD OF DIRECTORS BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS, EMPLOYEES, AND CONSULTANTS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REVIEWED UPON RECEIPT BY THE PRESIDENT/CEO, CFO OR 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 OF THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 932,219. DISTRIBUTIONS TO ANNUITANTS -389,234. OPERATING EXPENSES ALLOCATED TO TRUST -183,800. CURRENT YEAR AGENCY ACTIVITY 859,006. NET INVESTMENT INCOME ON K-1'S RECEIVED -499,129. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CFSC ASSET COMPANY LLC 2635 FRUITVILLE ROAD SARASOTA FL 34237 020630928 ASSET HOLDING COMPANY FL 98189 5604278 N/A MANATEE COMMUNITY FOUNDATION INC 2820 MANATEE AVENUE WEST BRADENTON FL 34205 650833500 GRANTMAKING FL 501(C)(3) LINE 12A, I N/A 0 COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY 2635 FRUITVILLE RD SARASOTA FL 34237 650173371 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 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0