Nonprofit · EIN 65-0173371
COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY
Tax-exempt · SARASOTA, FL 34237
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $827,710 | $902,064 | -$74,354 | $15,494,610 | $7,250 | $15,487,360 |
| June 30, 2024 | 990 | $621,115 | $1,232,171 | -$611,056 | $14,804,667 | $218,946 | $14,585,721 |
| June 30, 2023 | 990 | $471,292 | $997,079 | -$525,787 | $13,962,909 | $53,054 | $13,909,855 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $827,710
- Net gain from sales of assets
- $441,143
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $458,880
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,135
- Accounting fees
- $1,880
- Occupancy
- $2,175
- Program services (functional)
- $596,511
- Management and general (functional)
- $164,863
- Fundraising (functional)
- $140,690
Balance sheet and other
- Total assets, start of year
- $14,804,667
- Total assets, end of year
- $15,494,610
- Total liabilities, end of year
- $7,250
- Net assets, end of year
- $15,487,360
- Publicly traded securities
- $15,487,360
- Net assets without donor restrictions
- $15,403,670
- Net assets with donor restrictions
- $83,690
- Gross receipts
- $2,550,296
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1979
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO Officer | 40 | $0 | $365,146 | $42,163 |
| ERIN JONES | CFO Officer | 40 | $0 | $235,315 | $33,325 |
| ELIZABETH PENNEWILL | GENERAL COUNSEL Officer | 40 | $0 | $221,095 | $31,395 |
| JAY YOUNG | VP PHILANTHROPY Officer | 40 | $0 | $156,688 | $50,112 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG Officer | 40 | $0 | $173,422 | $26,591 |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT Officer | 40 | $0 | $163,954 | $28,244 |
| NICOLE COUDAL | VP, HUMAN RESOURCES Officer | 40 | $0 | $165,361 | $26,410 |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY Highest-paid employee | 40 | $0 | $124,144 | $19,164 |
| JULIE AVINS | CONTROLLER Highest-paid employee | 40 | $0 | $104,912 | $29,793 |
| US TRUST | TRUSTEE Institutional trustee | 1 | $63,092 | $0 | $0 |
| BMO PRIVATE BANK | TRUSTEE Institutional trustee | 1 | $24,389 | $0 | $0 |
| HANCOCK WHITNEY | TRUSTEE Institutional trustee | 1 | $7,500 | $0 | $0 |
| DANIEL DELEO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL DENTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIN DUGGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN HAMAD | DIRECTOR Trustee or director | 1 | $0 |
| MITZIE HENSON | DIRECTOR Trustee or director | 1 | $0 |
| DAVID JOYNER | DIRECTOR Trustee or director | 1 | $0 |
| PATRICIA MATHEWS | DIRECTOR Trustee or director | 1 | $0 |
| DR LAURA MATTIA | DIRECTOR Trustee or director | 1 | $0 |
| MERCEDES SOLER | DIRECTOR Trustee or director | 1 | $0 |
| DR JANET TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY TROIANO | DIRECTOR Trustee or director | 1 | $0 |
| TERRI VITALE | DIRECTOR Trustee or director | 1 | $0 |
| MARY LOU WINNICK | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW STULTZ | TREASURER Trustee or director, Officer | 1 | $0 |
| MARILYN THOMPSON | CHAIR Trustee or director, Officer | 1 | $0 |
| CHARLES E WILLIAMS | SECRETARY Trustee or director, Officer | 1 | $0 |
| PAUL HUDSON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO Officer | 40 | $0 | $372,878 | $39,021 |
| ERIN JONES | CFO Officer | 40 | $0 | $210,016 | $29,895 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL Officer | 40 | $0 | $203,517 | $28,874 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG Officer | 40 | $0 | $170,573 | $24,062 |
| JAY YOUNG | VP PHILANTHROPY Officer | 40 | $0 | $149,433 | $44,662 |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT Officer | 40 | $0 | $168,110 | $25,775 |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY Highest-paid employee | 40 | $0 | $114,556 | $16,744 |
| JULIE AVINS | CONTROLLER Highest-paid employee | 40 | $0 | $101,479 | $19,585 |
| NICOLE COUDAL | VP, HUMAN RESOURCES Officer | 40 | $0 | $96,312 | $11,307 |
| US TRUST | TRUSTEE Institutional trustee | 1 | $59,660 | $0 | $0 |
| BMO PRIVATE BANK | TRUSTEE Institutional trustee | 1 | $23,010 | $0 | $0 |
| HANCOCK WHITNEY | TRUSTEE Institutional trustee | 1 | $7,500 | $0 | $0 |
| DANIEL DELEO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN HAMAD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID JOYNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA MATHEWS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR LAURA MATTIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MERCEDES SOLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR JANET TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY TROIANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRI VITALE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES E WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY LOU WINNICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW STULTZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARILYN THOMPSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FELICE SCHULANER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL HUDSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO Officer | 40 | $0 | $346,726 | $38,005 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL Officer | 40 | $0 | $195,352 | $25,969 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG Officer | 40 | $0 | $164,667 | $21,501 |
| ERIN JONES | CFO EFF. 7/22/22 Officer | 40 | $0 | $159,785 | $22,843 |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT Officer | 40 | $0 | $155,053 | $22,184 |
| LAURA SPENCER | CFO/CAO THRU 7/22/22 Officer | 40 | $0 | $151,914 | $19,295 |
| JAY YOUNG | VP PHILANTHROPY Officer | 40 | $0 | $137,088 | $32,474 |
| RANATA REEDER | VP, KNOWLEDGE & EQUITY THRU 9/16/22 Officer | 40 | $0 | $107,289 | $12,520 |
| US TRUST | TRUSTEE Institutional trustee | 1 | $57,911 | $0 | $0 |
| BMO PRIVATE BANK | TRUSTEE Institutional trustee | 1 | $17,918 | $0 | $0 |
| HANCOCK WHITNEY | TRUSTEE Institutional trustee | 1 | $7,500 | $0 | $0 |
| C J FISHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL HUDSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HUMPHREY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA KOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR RODNEY LINFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KELVIN LUMPKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR LAURA MATTIA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NELLIE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MERCEDES SOLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR JANET TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY TROIANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES E WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY LOU WINNICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW STULTZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIEL DELEO | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FELICE SCHULANER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARILYN THOMPSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2635 FRUITVILLE RD, SARASOTA, FL 34237-5222
- In care of
- % NORTHERN TRUST COMPANY
- Principal officer (990 for 2024)
- ROXANNE G JERDE, 2635 FRUITVILLE RD, SARASOTA, FL 34237
- Signed the 990
- ERIN JONES, CFO
- Phone
- (941) 955-3000
- Website
- WWW.CFSARASOTA.ORG
- Return prepared by
- KERKERING BARBERIO & CO
Mission
COMMUNITY IMPACT POWERED BY PHILANTHROPY.
Program accomplishments
- GRANTS AND SCHOLARSHIPS WERE MADE TO SUPPORT EDUCATION, HEALTH AND HUMAN SERVICES, ANIMALS, THE ENVIRONMENT AND OTHER SECTORS.Expenses $596,511 · grants $458,880
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0173371
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $15,494,610
- Income (IRS master file)
- $2,550,296
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $827,710 | $902,064 | $15,494,610 | XML |
| 990 | June 2024 | $621,115 | $1,232,171 | $14,804,667 | XML |
| 990 | June 2023 | $471,292 | $997,079 | $13,962,909 | XML |
| 990 | June 2022 | $842,866 | $955,796 | $13,384,848 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-0173371).
Questions about COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY
- What is the EIN of COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY?
- The employer identification number (EIN) of COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY is 65-0173371.
- Is COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY?
- The 990 for the year ended June 30, 2025 names ROXANNE G JERDE.
- Who are the officers and directors of COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY?
- The 990 for the year ended June 30, 2025 lists 29 people; 3 received compensation from the organization.
- How much revenue does COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $827,710, expenses of $902,064 and total assets of $15,494,610 at year end.
Other nonprofits in SARASOTA
- COMMUNITY FOUNDATION OF SARASOTA COUNTY INC EIN 59-1956886 · last filed 990 for 2025
- CHARLES AND MARGERY BARANCIK FOUNDATION EIN 36-3442474 · last filed 990-PF for 2025
- NEMA FOUNDATION INC EIN 27-4357830 · last filed 990 for 2024
- THE PATTERSON FOUNDATION EIN 65-6230256 · last filed 990-PF for 2025
- AD IMPACT EIN 81-4562993 · last filed 990-PF for 2025
- THE JEWISH FEDERATION OF SARASOTA-MANATEE INC EIN 59-1227747 · last filed 990 for 2024
- LOUIS AND GLORIA FLANZER PHILANTRHOPIC TR EIN 14-6285967 · last filed 990-PF for 2024
- BRIAN AND SHEILA JELLISON FAMILY FOUNDATION EIN 83-2115946 · last filed 990-PF for 2025
All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations