The Community Foundation Trust of Sarasota County
The Community Foundation Trust of Sarasota County is a public charity based in Sarasota, Florida. Its stated mission is “Community impact powered by philanthropy,” and its filings describe grants and scholarships supporting education, health and human services, animals, the environment, and other sectors.
The Community Foundation Trust of Sarasota County at a glance
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.
- Annual giving (2025)
- $334,605
- -50.8% vs 2024
- Grants made (2025)
- 12
- -20.0% vs 2024
- Average grant
- $27,884
- -38.5% vs 2024
- Median grant
- $10,000
- Total assets
- $15,494,610
- +4.7% vs 2024
- New grantees (estimate)
- 42% first-time grantees (5 of 12, 2025; small sample)
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Community Foundation Trust of Sarasota County
- How to Apply
-
The website lists application and review information for its grant programs. It offers weekly Friday office hours for questions about applications and says organizations with a new program idea may submit a brief concept form for follow-up.
- Review Cycle
- The Animal Welfare cycle is listed to open November 15, 2026, and the Community Impact cycle to open December 1, 2026. The next listed Capacity Building cycle opens April 1, 2027; its September 15, 2026 opening date has passed.
- Deadline
- The Animal Welfare cycle is listed to open November 15, 2026, and the Community Impact cycle to open December 1, 2026.
- Next open deadline
- December 14, 2026 (Animal Welfare Grants)
- Contact
Mailing address: 2635 Fruitville Road, Sarasota, FL 34237
Phone: (941) 955-3000
Website: https://cfsarasota.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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
Who The Community Foundation Trust of Sarasota County funds
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%).
Geographic Focus
Where this funder awards grants
All itemized grants in filing year 2025 went to recipients in Florida. The foundation’s general nonprofit grant eligibility identifies local impact in Sarasota, Manatee, Charlotte, or DeSoto County. Its Athena Giving Circle grants are described as serving Sarasota and Manatee counties.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with The Community Foundation Trust of Sarasota County?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $15,494,610 | $827,710 | $902,064 | $334,605 | 12 | $827,710 |
| 2024 | $14,804,667 | $621,115 | $1,232,171 | $680,472 | 15 | $621,115 |
| 2023 | $13,962,909 | $471,292 | $997,079 | $402,717 | 17 | $471,292 |
| 2022 | $13,384,848 | $842,866 | $955,796 | $413,632 | 21 | $842,866 |
| 2021 | $16,358,765 | $1,500,349 | $1,477,806 | $959,040 | 14 | $938,980 |
| 2020 | $13,582,319 | $177,735 | $873,671 | $316,079 | 14 | $177,735 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The organization’s 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, with attention to community care, empowerment and success, and belonging and culture. Its Capacity Building Grants are intended to strengthen nonprofits’ internal capacity, resilience, and long-term sustainability. It also lists Animal Welfare Grants supporting organizations that serve animals and promote humane care.
The 2025 grants included food and nutrition, housing and shelter, human services, youth development, public and societal benefit, religion-related work, and education. Among the grantees, All Faiths Food Bank describes its mission as working with partners to provide healthy solutions to end hunger. Meals on Wheels of Sarasota says it prepares and delivers nutritious meals to county residents who are elderly, homebound, or unable to prepare meals themselves. Resurrection House describes providing support and essential services to people experiencing homelessness.
Grantmaking
In filing year 2025, the foundation gave 12 grants totaling $334,605. Grants ranged from $5,016 to $130,000, with a median grant of $10,000. The largest awards included $130,000 to All Faiths Food Bank for food, agriculture, and nutrition; $81,011 to Community Foundation of Sarasota County Inc. for housing and shelter; $25,000 to Combat Wounded Veteran’s Challenge Inc. for human services; and $23,100 to Meals on Wheels of Sarasota Inc. for human services.
The website lists Community Impact Grants, Capacity Building Grants, Animal Welfare Grants, Suncoast Disaster Recovery Grants, and Athena Giving Circle Grants. Community Impact requests should not exceed $25,000, and the website gives an approximate average award of $15,000. Capacity Building Grants may provide up to $15,000 within a 365-day period; consultant support requires an equal match. Animal Welfare Grants are listed as offering up to $25,000. The Athena Giving Circle’s 2025–26 cycle is closed, and the website says no additional requests will be considered in that cycle.
For the general nonprofit grant eligibility described on the website, organizations must be 501(c)(3) public charities, have a current program with local impact in Sarasota, Manatee, Charlotte, or DeSoto County, have a current organizational profile in the foundation’s required database, and have no outstanding grant reports. Capacity Building Grants also require a physical presence in one of those counties. The website advises applicants to check each cycle’s priorities and submit a clear request with an understandable budget. It says requests cannot be retroactive or reimburse costs already incurred, and that Capacity Building and Programmatic cycles do not fund capital campaigns, travel, facility rentals, or food costs. Organizations cannot apply to the same cycle within 365 days of receiving a grant from that cycle. Applicants are asked to prioritize requests and submit one at a time.
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.
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 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 website lists application and review information for its grant programs. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data update history
(7)
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
Live grants for the work The Community Foundation Trust of Sarasota County funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Community Foundation Trust of Sarasota County's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
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Total Given
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Cite this profile
Grantable. (2026). The Community Foundation Trust of Sarasota County funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/the-community-foundation-trust-of-sarasota-county-morg_d7c45b3794a84e3c854b2fac35acbcb5
BibTeX
@misc{grantable_650173371_2026,
author = {{Grantable}},
title = {{The Community Foundation Trust of Sarasota County funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-community-foundation-trust-of-sarasota-county-morg_d7c45b3794a84e3c854b2fac35acbcb5},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Community Foundation Trust of Sarasota County's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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