THE COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY

EIN 650173371 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$9.76M
at fiscal year end
Grants out
$411K
from DAF accounts
Contributions in
$0
received into DAFs
Payout rate
4.2%
median is 12.5%
Accounts
2
funds held at year end
Average account
$4.9M
assets per fund

At 4.2%, this sponsor granted less than the 5% a private foundation is legally required to distribute, and paid out about one third of the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$9.0M
FY2019
$10.9M
FY2020
$9.0M
FY2021
$9.4M
FY2022
$9.8M
FY2023

Grants paid by year

$208K
FY2019
$407K
FY2020
$293K
FY2021
$310K
FY2022
$411K
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 81 grant lines totalling $3.7M across 2019–2024 — $46K per line.

$1.8M of this sponsor’s grants went to other DAF sponsors — 49% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Community Foundation Of Sarasota County Inc runs a DAF programEIN 591956886 FL$1.8M
All Faiths Food Bank IncEIN 650115814 FL$494K
Meals On Wheels Of SarasotaEIN 591391249 FL$191K
Unidosnow IncEIN 274102169 FL$107K
Tidewell Foundation IncEIN 850729071 FL$100K
Marrow Mates IncorporatedEIN 825199409 FL$100K
Venice TheatreEIN 596005807 FL$100K
Sky AcademyEIN 591629660 FL$100K
Venice Heritage IncEIN 650537496 FL$55K
Gulf Coast Community Foundation Inc runs a DAF programEIN 591052433 FL$50K
Deborah Hospital FoundationEIN 222049500 NJ$50K
Laurel Civic Association IncEIN 650187752 FL$44K
Senior Friendship Centers IncEIN 591522614 FL$44K
St Jude Parish In Sarasota IncEIN 043850449 FL$44K
Forty Carrots Family CenterEIN 650405988 FL$38K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.