Skip to content
Nonprofiteer
← COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY

Form 990 for tax year 2024

Filed by COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY.

Totals

Total revenue
$827,710
Total expenses
$902,064
Contributions and grants received
$0
Grants paid
$458,880
Program service revenue
$0
Investment income
$827,710
Other revenue
$0
Total assets, end of year
$15,494,610
Total liabilities, end of year
$7,250
Net assets or fund balances, end of year
$15,487,360
Program services expenses (Part IX)
$596,511
Management and general expenses
$164,863
Fundraising expenses
$140,690
Program service expenses (Part III)
$596,511

Program services were 66.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $386,567 · excluded $386,567

  • 7a · Gross sales of assets other than inventory

    securities $2,163,729

  • 7b · Less cost or other basis and sales expenses

    securities $1,722,586

  • 7c · Gain or loss

    securities $441,143

  • 7d · Net gain or loss

    total $441,143 · excluded $441,143

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $361,130 · program services $361,130

  • 2 · Grants to domestic individuals

    total $97,750 · program services $97,750

  • 11b · Fees: legal

    total $1,135 · program services $353 · management and general $422 · fundraising $360

  • 11c · Fees: accounting

    total $1,880 · program services $584 · management and general $699 · fundraising $597

  • 11f · Fees: investment management

    total $95,980 · program services $29,807 · management and general $35,704 · fundraising $30,469

  • 11g · Fees: other

    total $170,294 · program services $52,885 · management and general $63,349 · fundraising $54,060

  • 12 · Advertising and promotion

    total $11,345 · program services $3,523 · management and general $4,221 · fundraising $3,601

  • 13 · Office expenses

    total $2,028 · program services $630 · management and general $754 · fundraising $644

  • 14 · Information technology

    total $6,747 · program services $2,095 · management and general $2,510 · fundraising $2,142

  • 16 · Occupancy

    total $2,175 · program services $675 · management and general $809 · fundraising $691

  • 19 · Conferences, conventions and meetings

    total $2,018 · program services $627 · management and general $751 · fundraising $640

  • 23 · Insurance

    total $3,540 · program services $1,099 · management and general $1,317 · fundraising $1,124

  • 24a · Other expenses: SHARED OPERATIONAL EXPE

    total $139,211 · program services $43,232 · management and general $51,786 · fundraising $44,193

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $6,831 · program services $2,121 · management and general $2,541 · fundraising $2,169

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $7,250

  • 11 · Investments: publicly traded securities

    beginning of year $14,804,667 · end of year $15,487,360

  • 17 · Accounts payable and accrued expenses

    beginning of year $215,946

  • 18 · Grants payable

    beginning of year $3,000 · end of year $7,250

  • 27 · Net assets without donor restrictions

    beginning of year $14,506,384 · end of year $15,403,670

  • 28 · Net assets with donor restrictions

    beginning of year $79,337 · end of year $83,690

Mission and programs · 2024

Mission

COMMUNITY IMPACT POWERED BY PHILANTHROPY.

  • GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS.

    Expenses $596,511 · Grants $458,880

As filed on the 2024 return.

Listed in Part VII

  • Daniel Deleo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Denton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erin Duggan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Hamad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mitzie Henson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Joyner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Mathews

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Laura Mattia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mercedes Soler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Janet Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Troiano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terri Vitale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Lou Winnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Stultz

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Thompson

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Charles E Williams

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Paul Hudson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bmo Private Bank

    TRUSTEE

    Total calculated
    $24,389
    From this org
    $24,389
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Us Trust

    TRUSTEE

    Total calculated
    $63,092
    From this org
    $63,092
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Hancock Whitney

    TRUSTEE

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Roxanne G Jerde

    PRESIDENT/CEO

    Total calculated
    $407,309
    From this org
    $0
    From related orgs
    $365,146
    Other
    $42,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $300,146 related
    Bonus
    $0 + $65,000 related
    Other
    $0
    Deferred
    $0 + $30,591 related
    Nontaxable benefits
    $0 + $11,572 related
    Filer's total
    $0 + $407,309 related

  • Elizabeth Pennewill

    GENERAL COUNSEL

    Total calculated
    $252,490
    From this org
    $0
    From related orgs
    $221,095
    Other
    $31,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $189,601 related
    Bonus
    $0 + $31,494 related
    Other
    $0
    Deferred
    $0 + $20,308 related
    Nontaxable benefits
    $0 + $11,087 related
    Filer's total
    $0 + $252,490 related

  • Mischa Kirby

    VP, STRATEGIC COMM & MKTG

    Total calculated
    $200,013
    From this org
    $0
    From related orgs
    $173,422
    Other
    $26,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $150,040 related
    Bonus
    $0 + $23,382 related
    Other
    $0
    Deferred
    $0 + $15,192 related
    Nontaxable benefits
    $0 + $11,399 related
    Filer's total
    $0 + $200,013 related

  • Erin Jones

    CFO

    Total calculated
    $268,640
    From this org
    $0
    From related orgs
    $235,315
    Other
    $33,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $201,892 related
    Bonus
    $0 + $33,423 related
    Other
    $0
    Deferred
    $0 + $21,908 related
    Nontaxable benefits
    $0 + $11,417 related
    Filer's total
    $0 + $268,640 related

  • Nicole Coudal

    VP, HUMAN RESOURCES

    Total calculated
    $191,771
    From this org
    $0
    From related orgs
    $165,361
    Other
    $26,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $140,512 related
    Bonus
    $0 + $24,849 related
    Other
    $0
    Deferred
    $0 + $15,203 related
    Nontaxable benefits
    $0 + $11,207 related
    Filer's total
    $0 + $191,771 related

  • Jay Young

    VP PHILANTHROPY

    Total calculated
    $206,800
    From this org
    $0
    From related orgs
    $156,688
    Other
    $50,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $132,880 related
    Bonus
    $0 + $23,808 related
    Other
    $0
    Deferred
    $0 + $16,993 related
    Nontaxable benefits
    $0 + $33,119 related
    Filer's total
    $0 + $206,800 related

  • Kirsten Russell

    VP COMMUNITY IMPACT

    Total calculated
    $192,198
    From this org
    $0
    From related orgs
    $163,954
    Other
    $28,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $140,051 related
    Bonus
    $0 + $23,903 related
    Other
    $0
    Deferred
    $0 + $17,001 related
    Nontaxable benefits
    $0 + $11,243 related
    Filer's total
    $0 + $192,198 related

  • Rina Alvarez

    DIRECTOR, PHILANTHROPY

    Total calculated
    $143,308
    From this org
    $0
    From related orgs
    $124,144
    Other
    $19,164
    Hours/week
    40

  • Julie Avins

    CONTROLLER

    Total calculated
    $134,705
    From this org
    $0
    From related orgs
    $104,912
    Other
    $29,793
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
6 February 2026
IRS schema version
2024v5.5
Source object
202620429349301407

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.