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COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY

EIN 65-0173371 SARASOTA, FL

Revenue 2024
$827,710
Expenses 2024
$902,064

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

As filed

Subsection
03
NTEE code
T11
Classification
1000
Street
2635 FRUITVILLE RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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

The first 25 listed. 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $827,710
    Expenses
    $902,064
    Contributions
    $0
    Grants paid
    $458,880
  • 2023
    Revenue
    $621,115
    Expenses
    $1,232,171
    Contributions
    $0
    Grants paid
    $811,086
  • 2022
    Revenue
    $471,292
    Expenses
    $997,079
    Contributions
    $0
    Grants paid
    $598,974

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

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

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.