The Community Foundation Trust of Sarasota County
The Community Foundation Trust of Sarasota County is a public charity based in Sarasota, Florida. Its 2025 filing reports 12 grants totaling $334,605, all to recipients in Florida.
Key facts about The Community Foundation Trust of Sarasota County
In short: The Community Foundation Trust of Sarasota County gave $335K across 12 grants in 2025 (avg $28K), mostly in Florida. 42% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 65-0173371
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $334,605
- Grants made (2025)
- 12
- Average grant
- $27,884
- Median grant
- $10,000
- New grantees (estimate)
- 42% first-time grantees (5 of 12, 2025; small sample)
- Total assets
- $15,494,610
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Deadline
- The website lists a Community Impact cycle opening December 1, 2026, and an Animal Welfare cycle opening November 15,…
- Next open deadline
- December 14, 2026 (Animal Welfare Grants)
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$15.5M
+4.7% YoY
Annual Giving
$335K
-50.8% YoY
Grant Count
12
-20.0% YoY
Avg Grant Size
$28K
-38.5% YoY
Is The Community Foundation Trust of Sarasota County open to new grantees?
42%
first-time grantees, 2025
In 2025, 5 of 12 grantees (42%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $12K; repeat grants $39K. How we count
Medians: $10K first-time, $10K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−19%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is “Community Impact Powered by Philanthropy.” Its 2023 filing says grants and scholarships supported education, health and human services, animals, the environment, and other sectors.
The foundation’s website describes Community Impact Grants as supporting nonprofits that help families, children, and households achieve lasting wellbeing and economic mobility. Its other programs include capacity building, animal welfare, disaster recovery, and grants for initiatives benefiting women and girls.
The grantees’ own descriptions illustrate the kinds of organizations supported. All Faiths Food Bank says it works with partners to provide healthy solutions to end hunger; Meals on Wheels of Sarasota describes preparing and delivering meals to local residents who are elderly, homebound, or unable to prepare meals. Resurrection House says it supports people experiencing homelessness, while the Library Foundation for Sarasota County describes its work as championing public libraries and extending their reach.
Grantmaking
In filing year 2025, the foundation reported 12 grants totaling $334,605. Grant amounts ranged from $5,016 to $130,000, with a median of $10,000.
The largest reported awards were $130,000 to All Faiths Food Bank for food, agriculture, and nutrition; $81,011 to the Community Foundation of Sarasota County for housing and shelter; $25,000 to Combat Wounded Veteran’s Challenge for human services; and $23,100 to Meals on Wheels of Sarasota for human services. Other listed recipients included Rebuilding Together Tampa Bay, which received $13,000 for housing and shelter, and Laurel Civic Association, which received $10,000 for youth development.
The foundation’s website says eligible applicants must be 501(c)(3) public charities with a current local-impact program in Sarasota, Manatee, Charlotte, or DeSoto County and no outstanding grant reports. For Community Impact Grants, requests should not exceed $25,000; the website reports an average award of approximately $15,000. Capacity Building Grants may provide up to $15,000 within a 365-day period, and consultant support requires an equal applicant match. The website’s grant FAQs say applications should fit the cycle’s priorities and include a clear, easy-to-understand budget showing the full program budget and the requested foundation contribution. It says the foundation does not fund retroactive projects, reimbursement for expenses already incurred, capital campaigns through Capacity Building or Programmatic cycles, travel expenses, facility rentals, or food costs. Applicants with a grant from the same cycle within the previous 365 days are ineligible for that cycle; applicants are asked to prioritize requests and submit one at a time.
Review Cycle
The website lists a Community Impact cycle opening December 1, 2026, and an Animal Welfare cycle opening November 15, 2026. The Animal Welfare program information lists a December 14, 2026 deadline. The listed Capacity Building cycle opening September 15, 2026 has passed; another is listed for April 1, 2027.
Open Grants
4 open opportunities from The Community Foundation Trust of Sarasota County
A. Lamar Matthews Jr. Memorial Fund Scholarships
The Community Foundation Trust of Sarasota County
Amount
Varies
Deadline
Deadline not published
Albert Ales III and Zachary Morris Scholarship Fund
The Community Foundation Trust of Sarasota County
Amount
Varies
Deadline
Deadline not published
Animal Welfare Grants
The Community Foundation Trust of Sarasota County
Amount
Up to $25,000
Deadline
Expected ~December
Based on past cycles
Ready to take the next step with The Community Foundation Trust of Sarasota County?
Geographic Focus
Where this funder awards grants
The 2025 filing lists grant recipients exclusively in Florida. The website’s general nonprofit grant eligibility criteria require a current program with local impact in Sarasota, Manatee, Charlotte, or DeSoto County. The Animal Welfare program names the same four counties, while the Athena Giving Circle program names Sarasota and Manatee Counties.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $316K (2020) to $959K (2021). In 2025 it made 12 grants totaling $335K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was All Faiths Food Bank Inc ($130K). Together the top 10 received $322K.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 62 grants of 79 (78%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| All Faiths Food Bank Inc Sarasota, FL | Food, Agriculture, and Nutrition | $130,000 |
| Community Foundation of Sarasota County Inc Sarasota, FL | Housing, Shelter | $81,011 |
| Combat Wounded Veteran's Challenge Inc St Petersburg, FL | Human Services | $25,000 |
| Meals on Wheels of Sarasota Inc Sarasota, FL | Human Services | $23,100 |
| Rebuilding Together Tampa Bay Inc Tampa, FL | Housing, Shelter | $13,000 |
| Harvest Tabernacle of Sarasota DBA Harvest House Transitional Centers Sarasota, FL | Human Services | $10,000 |
| Laurel Civic Association Inc Laurel, FL | Youth Development | $10,000 |
| Library Foundation for Sarasota County Inc Sarasota, FL | Public, Society Benefit (Includes Veterans) | $10,000 |
| St Jude Catholic Church Sarasota, FL | Religion Related, Spiritual Development | $10,000 |
| St Martha Catholic School Sarasota, FL | Education | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $15,494,610 | $827,710 | $902,064 | $334,605 |
| 2024 | $14,804,667 | $621,115 | $1,232,171 | $680,472 |
| 2023 | $13,962,909 | $471,292 | $997,079 | $402,717 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $15,494,610 | $14,804,667 | $13,962,909 |
| Revenue | $827,710 | $621,115 | $471,292 |
| Expenses | $902,064 | $1,232,171 | $997,079 |
| Net Investment Income | $827,710 | $621,115 | $471,292 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS March 23, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 18, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 23, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 25, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Daniel DeLeo, Daniel Denton, Erin Duggan, Karen Hamad, Mitzie Henson, David Joyner, Patricia Mathews, Dr. Laura Mattia, Mercedes Soler, and Dr. Janet Taylor as directors. The 2023 filing states that board members are unpaid volunteers.
The Community Foundation Trust of Sarasota County is led by Roxanne G. Jerde, President & CEO on every filing since 2020; 3 of 29 officers listed in 2025 are compensated.
Officers on the 2025 filing
Roxanne G. Jerde
President & CEO
On filings since 2020
40 hrs/week
No compensation reported
Marilyn Thompson
Chair
Director → Vice Chair, 2022
Vice Chair → Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
BMO Private Bank
Trustee
On filings since 2020
1 hr/week
$18K (2020) → $24K (2025)
Us Trust
Trustee
On filings since 2020
1 hr/week
$58K (2020) → $63K (2025)
Hancock Whitney
Trustee
On filings since 2021
1 hr/week
$896 (2021) → $8K (2025)
Daniel Deleo
Director
Vice Chair → Chair, 2022
Chair → Director, 2024
On filings since 2020
1 hr/week
No compensation reported
Mary Lou Winnick
Director
On filings since 2020
1 hr/week
No compensation reported
Terri Vitale
Director
On filings since 2020
1 hr/week
No compensation reported
Janet Taylor
Director
On filings since 2021
1 hr/week
No compensation reported
Mercedes Soler
Director
On filings since 2021
1 hr/week
No compensation reported
Jeffrey Troiano
Director
On filings since 2022
1 hr/week
No compensation reported
Laura Mattia
Director
On filings since 2023
1 hr/week
No compensation reported
David Joyner
Director
On filings since 2024
1 hr/week
No compensation reported
Karen Hamad
Director
On filings since 2024
1 hr/week
No compensation reported
Patricia Mathews
Director
On filings since 2024
1 hr/week
No compensation reported
Rina Alvarez
Director & Philanthropy
On filings since 2024
40 hrs/week
No compensation reported
Daniel Denton
Director
New on the 2025 filing
1 hr/week
No compensation reported
Erin Duggan
Director
New on the 2025 filing
1 hr/week
No compensation reported
Mitzie Henson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Elizabeth Pennewill
General Counsel
Corporate Counsel → General Counsel, 2025
On filings since 2020
40 hrs/week
No compensation reported
Kirsten Russell
Vice President Community Impact
Vice President & Community Impact → Vice President Community Impact, 2023
On filings since 2020
40 hrs/week
No compensation reported
Mischa Kirby
Vice President, Strategic Committee & Mktg
On filings since 2020
40 hrs/week
No compensation reported
Paul Hudson
Vice Chair
Director → Vice Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Andrew Stultz
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Charles E. Williams
Secretary
Director → Secretary, 2025
On filings since 2021
1 hr/week
No compensation reported
Jay Young
Vice President Philanthropy
Vice President & Philanthropy → Vice President Philanthropy, 2023
On filings since 2022
40 hrs/week
No compensation reported
Erin Jones
CFO
On filings since 2023
40 hrs/week
No compensation reported
Julie Avins
Controller
On filings since 2024
40 hrs/week
No compensation reported
Nicole Coudal
Vice President & Human Resources
On filings since 2024
40 hrs/week
No compensation reported
Former officers (20)
- Former: Felice Schulaner (2020–2024) — Secretary
- Former: C. J. Fishman (2020–2023) — Director
- Former: Donna Koffman (2020–2023) — Director
- Former: Kelvin Lumpkin (2020–2023) — Director
- Former: Laura Spencer (2020–2023) — CFO & CAO
- Former: Nellie Miller (2020–2023) — Director
- Former: Rodney Linford (2020–2023) — Director
- Former: John Humphrey (2021–2023) — Director
- Former: Ranata Reeder (2022–2023) — Vice President, Knowledge & Equity
- Former: Drayton Saunders (2020–2022) — Director
- Former: Lynn Wentworth (2020–2022) — Director
- Former: William M. Seider (2020–2022) — Secretary
- Former: Jeffrey R. McCurdy (2020–2021) — Director
- Former: Marlo Duffy-Turner (2020–2021) — Senior Vice President & Donor Engagement
- Former: Matthew Sauer (2020–2021) — Director
- Former: Wells Fargo (2020–2021) — Trustee
- Former: Michael R. Pender (2020) — Director
- Former: Richard D. Smith (2020) — Director
- Former: Richard Gans (2020) — Treasurer
- Former: T. Andrew Stultz (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $63K, to US Trust (Trustee). 3 officers or directors reported compensation on that filing.
Contact
Mailing address: 2635 Fruitville Road, Sarasota, FL 34237
Phone: (941) 955-3000
Website: https://cfsarasota.org
Frequently asked questions about The Community Foundation Trust of Sarasota County
How much does The Community Foundation Trust of Sarasota County give each year?
The Community Foundation Trust of Sarasota County gave $335K across 12 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $680K across 15 grants.
What is The Community Foundation Trust of Sarasota County's typical grant size?
The Community Foundation Trust of Sarasota County's median grant in 2025 was $10,000, and its average grant was $27,884, across 12 grants on its 2025 IRS Form 990. Organizations receiving their first grant from The Community Foundation Trust of Sarasota County that year got $12K on average.
Where does The Community Foundation Trust of Sarasota County give grants?
The Community Foundation Trust of Sarasota County gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Sarasota, FL (9 grants).
Does The Community Foundation Trust of Sarasota County give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on The Community Foundation Trust of Sarasota County's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Human Services" (4 grants).
Who are The Community Foundation Trust of Sarasota County's largest grantees?
The Community Foundation Trust of Sarasota County's largest 2025 grantees include All Faiths Food Bank Inc ($130,000), Community Foundation of Sarasota County Inc ($81,011) and Combat Wounded Veteran's Challenge Inc ($25,000), according to its 2025 IRS Form 990. Together they received 71% of its itemized 2025 grant dollars.
How large is The Community Foundation Trust of Sarasota County?
The Community Foundation Trust of Sarasota County reported $15.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $828K.
What does The Community Foundation Trust of Sarasota County fund?
The organization’s stated mission is “Community Impact Powered by Philanthropy.” Its 2023 filing says grants and scholarships supported education, health and human services, animals, the environment, and other sectors. See mission & focus areas ↑
How do I apply for a grant from The Community Foundation Trust of Sarasota County?
The Community Foundation Trust of Sarasota County has no public application process in the sources Grantable reviewed. Check cfsarasota.org for current guidelines, or contact the foundation directly before submitting a request.
What is The Community Foundation Trust of Sarasota County's EIN?
The Community Foundation Trust of Sarasota County's EIN (Employer Identification Number) is 65-0173371. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Here's the math on researching The Community Foundation Trust of Sarasota County by hand.
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