The Community Foundation Trust of
COMMUNITY IMPACT POWERED BY PHILANTHROPY.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$14.8M
+6.0% YoY
Annual Giving
$680K
+69.0% YoY
Grant Count
15
-11.8% YoY
Avg Grant Size
$45K
+91.5% YoY
About The Community Foundation Trust of
Based on IRS filings
The Community Foundation Trust of is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.8M in total assets. In 2024, it awarded 15 grants totaling $680K. Net investment income was $621K.
Focus Areas
Ready to take the next step with The Community Foundation Trust of?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $14,804,667 | $13,962,909 | $13,384,848 |
| Revenue | $621,115 | $471,292 | $842,866 |
| Expenses | $1,232,171 | $997,079 | $955,796 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $621,115 | $471,292 | $842,866 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
81 grants across all recorded years
Open Grants
4 open opportunities from The Community Foundation Trust of
A. Lamar Matthews Jr. Memorial Fund Scholarships
THE COMMUNITY FOUNDATION TRUST OF
Amount
Varies
Deadline
Rolling / Open
Albert Ales III and Zachary Morris Scholarship Fund
THE COMMUNITY FOUNDATION TRUST OF
Amount
Varies
Deadline
Rolling / Open
Animal Welfare Grants
THE COMMUNITY FOUNDATION TRUST OF
Amount
Up to $25,000
Deadline
December 14, 2026
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL DELEO | DIRECTOR | 1 | — |
| KAREN HAMAD | DIRECTOR | 1 | — |
| DAVID JOYNER | DIRECTOR | 1 | — |
| PATRICIA MATHEWS | DIRECTOR | 1 | — |
| DR LAURA MATTIA | DIRECTOR | 1 | — |
| MERCEDES SOLER | DIRECTOR | 1 | — |
| DR JANET TAYLOR | DIRECTOR | 1 | — |
| JEFFREY TROIANO | DIRECTOR | 1 | — |
| TERRI VITALE | DIRECTOR | 1 | — |
| CHARLES E WILLIAMS | DIRECTOR | 1 | — |
| MARY LOU WINNICK | DIRECTOR | 1 | — |
| ANDREW STULTZ | TREASURER | 1 | — |
| MARILYN THOMPSON | CHAIR | 1 | — |
| FELICE SCHULANER | SECRETARY | 1 | — |
| PAUL HUDSON | VICE CHAIR | 1 | — |
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | — |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 40 | — |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | — |
| ERIN JONES | CFO | 40 | — |
| NICOLE COUDAL | VP, HUMAN RESOURCES | 40 | — |
| JAY YOUNG | VP PHILANTHROPY | 40 | — |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT | 40 | — |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY | 40 | — |
| JULIE AVINS | CONTROLLER | 40 | — |
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Community Foundation Trust of on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities