Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
SARASOTA COMMUNITY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

59-6169723
B Telephone number (see instructions)

(888) 730-4933
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,582,652J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 27,406 26,442  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,039
b Gross sales price for all assets on line 6a 370,359
7 Capital gain net income (from Part IV, line 2)... 52,039
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 7,113 7,113  
12 Total. Add lines 1 through 11........ 86,558 85,594  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,309 15,982   5,327
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 991 0 0 991
c Other professional fees (attach schedule).... Click to see attachment 3,552     3,552
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,830 505   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 65 65    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,747 16,552 0 9,870
25 Contributions, gifts, grants paid....... 60,000 60,000
26 Total expenses and disbursements. Add lines 24 and 25 88,747 16,552 0 69,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,189
b Net investment income (if negative, enter -0-) 69,042
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,581 8,916 8,916
2 Savings and temporary cash investments......... 73,042 39,837 39,837
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment230,964 292,746
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,074,290 Click to see attachment873,648 1,241,153
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,155,913 1,153,365 1,582,652
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,155,913 1,153,365
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,155,913 1,153,365
30 Total liabilities and net assets/fund balances (see instructions). 1,155,913 1,153,365
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,155,913
2
Enter amount from Part I, line 27a .....................
2
-2,189
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
237
4
Add lines 1, 2, and 3 ..........................
4
1,153,961
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
596
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,153,365
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 150. ARCHER DANIELS MIDLAND CO     2020-01-07
b 144. INTEL CORP   2008-12-09 2020-01-07
c 55. JOHNSON & JOHNSON   2005-01-25 2020-01-07
d 77. LOWES COS INC     2020-01-07
e 443. MARATHON OIL CORP     2020-01-07
6. NORTHROP GRUMMAN CORP   2019-01-16 2020-01-07
21. NORTHROP GRUMMAN CORP   2012-04-11 2020-01-07
122. TRUIST FINANCIAL CORP   2014-03-25 2020-01-07
127. VERIZON COMMUNICATIONS     2020-01-07
27. AT & T INC   2018-07-12 2020-02-25
101. ABBOTT LABS     2020-02-25
168. AMERICAN INTERNATIONAL GROUP, INC     2020-02-25
151. BANK NEW YORK MELLON CORP COM   2012-04-11 2020-02-25
9. BROADCOM INC   2019-01-28 2020-02-25
37. CIGNA CORP     2020-02-25
33. CISCO SYSTEMS INC   2012-04-11 2020-02-25
263. CONAGRA FOODS INC   2019-08-02 2020-02-25
108. CONOCOPHILLIPS     2020-02-25
56.3334 DUPONT DE NEMOURS INC     2020-02-25
42.6666 DUPONT DE NEMOURS INC     2020-02-25
47. MERCK & CO INC NEW     2020-02-25
13. MONDELEZ INTERNATIONAL INC   2013-06-14 2020-02-25
165. PFIZER INC     2020-02-25
27. RAYTHEON COMPANY     2020-02-25
7. ZOETIS INC   2020-01-07 2020-02-25
4568.193 FIDELITY NEW MRKTS INC-Z #3323     2020-04-21
.026 RAYTHEON TECHNOLOGIES CORP   2012-04-11 2020-04-29
1. BLACKROCK INC   2019-12-05 2020-05-21
29. CVS HEALTH CORPORATION   2017-02-06 2020-05-21
42. EOG RESOURCES, INC     2020-05-21
18. HOME DEPOT INC     2020-05-21
10. LAS VEGAS SANDS CORP   2019-11-01 2020-05-21
8. MICROSOFT CORP   2020-02-25 2020-05-21
36. MONDELEZ INTERNATIONAL INC   2013-06-14 2020-05-21
25. PNC FINANCIAL SERVICES GROUP     2020-05-21
3. THERMO FISHER SCIENTIFIC INC   2020-01-07 2020-05-21
5. UNION PACIFIC CORP   2020-01-07 2020-05-21
50. EATON CORP PLC     2020-05-21
5. ELECTRONIC ARTS INC   2020-01-07 2020-05-28
17. HAIN CELESTIAL GROUP INC   2020-01-07 2020-05-28
4. ELI LILLY & CO COM   2020-02-25 2020-05-28
47. TJX COMPANIES INC     2020-05-28
2. UNITEDHEALTH GROUP INC   2020-01-07 2020-05-28
227.066 INV OPP DEVELOP MRKTS-R6 7038   2012-10-19 2020-07-15
300. ISHARES CORE MSCI EMERGING ETF   2019-02-28 2020-07-15
1. BLACKROCK INC   2020-01-07 2020-07-17
13. CVS HEALTH CORPORATION   2012-04-11 2020-07-17
11. COGNIZANT TECH SOLUTIONS CRP COM     2020-07-17
3. MICROSOFT CORP   2020-02-25 2020-07-17
3. APPLE INC   2020-01-07 2020-07-31
6. COGNIZANT TECH SOLUTIONS CRP COM   2019-12-05 2020-07-31
6. UNITED PARCEL SERVICE-CL B   2019-11-01 2020-07-31
1. ALPHABET INC CL C   2020-05-21 2020-08-25
19. HAIN CELESTIAL GROUP INC   2020-01-07 2020-08-25
14. TORONTO DOMINION BK ONT COM NEW   2020-01-07 2020-08-25
9. APPLE INC   2020-01-07 2020-09-14
8. NIKE INC CL B   2020-01-07 2020-09-14
2. THERMO FISHER SCIENTIFIC INC   2020-02-25 2020-09-14
7. TE CONNECTIVITY LTD   2020-01-07 2020-09-14
5. APPLE INC   2020-01-07 2020-10-15
6. APPLE INC   2020-01-07 2020-10-20
22. AT & T INC   2018-03-05 2020-10-26
14. CME GROUP INC     2020-10-26
5. NIKE INC CL B   2020-01-07 2020-10-26
5. UNITED PARCEL SERVICE-CL B   2019-11-01 2020-10-26
191. FLEXTRONICS INTL LTD     2020-10-26
19. AT & T INC   2018-03-05 2020-11-03
9. MONDELEZ INTERNATIONAL INC     2020-11-03
43. SPIRIT AEROSYTSEMS HOLD-CL A     2020-11-03
2177.125 EATON VANCE FLOAT RATE-R6 #1053     2020-11-25
132. ISHARES RUSSELL 1000 GROWTH ETF   2012-03-30 2020-11-25
1695. ETRACS ALERIAN MLP IND SER B ETN     2020-11-25
165. VANGUARD GLBL EX-US REAL EST ETF   2018-09-12 2020-11-25
37. GILEAD SCIENCES INC   2020-02-25 2020-12-10
3. LAM RESEARCH CORP COM   2019-11-01 2020-12-10
5. NIKE INC CL B   2019-12-05 2020-12-10
4. TARGET CORP   2019-12-05 2020-12-10
15. TOTAL S.A. - ADR   2020-01-07 2020-12-10
63. ISHARES RUSSELL 1000 GROWTH ETF   2012-03-30 2020-12-17
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,781   5,118 1,663
b 8,502   2,066 6,436
c 7,920   3,406 4,514
d 9,204   2,562 6,642
e 6,056   9,649 -3,593
2,248   1,539 709
7,867   1,266 6,601
6,759   4,954 1,805
7,587   5,122 2,465
1,012   870 142
8,261   4,474 3,787
7,706   8,846 -1,140
6,299   3,532 2,767
2,552   2,391 161
7,102   6,919 183
1,406   660 746
7,440   7,507 -67
5,848   4,311 1,537
2,658   4,420 -1,762
2,014   2,609 -595
3,779   1,891 1,888
744   382 362
5,594   3,703 1,891
5,540   2,583 2,957
947   937 10
58,747   72,547 -13,800
2   1 1
506   490 16
1,835   2,214 -379
2,182   3,475 -1,293
4,292   4,088 204
486   629 -143
1,470   1,360 110
1,769   1,056 713
2,574   3,748 -1,174
1,007   982 25
819   891 -72
3,909   4,812 -903
601   543 58
525   431 94
604   542 62
2,580   2,852 -272
616   579 37
10,000   7,735 2,265
15,430   15,384 46
588   508 80
848   571 277
677   711 -34
607   510 97
1,242   898 344
403   373 30
842   712 130
1,601   1,404 197
590   482 108
681   790 -109
1,032   673 359
951   813 138
875   621 254
697   676 21
602   374 228
702   449 253
599   807 -208
2,227   2,867 -640
638   508 130
837   593 244
2,674   2,370 304
523   697 -174
495   229 266
842   3,218 -2,376
18,854   19,953 -1,099
30,186   8,743 21,443
15,737   32,978 -17,241
8,849   9,307 -458
2,236   2,585 -349
1,471   829 642
689   479 210
691   499 192
682   844 -162
15,018   4,173 10,845
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
      12,393
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,663
b       6,436
c       4,514
d       6,642
e       -3,593
      709
      6,601
      1,805
      2,465
      142
      3,787
      -1,140
      2,767
      161
      183
      746
      -67
      1,537
      -1,762
      -595
      1,888
      362
      1,891
      2,957
      10
      -13,800
      1
      16
      -379
      -1,293
      204
      -143
      110
      713
      -1,174
      25
      -72
      -903
      58
      94
      62
      -272
      37
      2,265
      46
      80
      277
      -34
      97
      344
      30
      130
      197
      108
      -109
      359
      138
      254
      21
      228
      253
      -208
      -640
      130
      244
      304
      -174
      266
      -2,376
      -1,099
      21,443
      -17,241
      -458
      -349
      642
      210
      192
      -162
      10,845
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 52,039
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 960
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 960
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 960
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,428
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,428
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 468
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet468 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK N A TRUSTEE
    1     		21,309    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,347,798
    b
    Average of monthly cash balances.......................
    1b
    77,439
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,425,237
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,425,237
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,379
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,403,858
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    70,193
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    70,193
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    960
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    960
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,233
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    69,233
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    69,233
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    69,870
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    69,870
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    69,870
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 69,233
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 21,243
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 69,870
    a Applied to 2019, but not more than line 2a 21,243
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 48,627
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		20,606
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    APPLY ONLINE TO JOAN GREENWOOD
    1819 MAIN ST SUITE 230
    SARASOTA,FL34236
    (800) 225-5935
    bThe form in which applications should be submitted and information and materials they should include:
    COPY ATTACHED
    cAny submission deadlines:
    JANUARY 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WHEN POSSIBLE AND PRACTICAL. RESTRICTED TO GEORAPHICAL AREA OF SARASOTA COUNTY
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FLORIDA'S CHILDREN FIRST
    1401 N UNIVERSITY DR
    CORAL SPRINGS,FL33071     		NONE PC GENERAL OPERATING 10,000
    MOTHERS HELPING MOTHERS
    5933 N WASHINGTON BLVD
    SARASOTA,FL34243     		NONE PC GENERAL OPERATING 7,500
    SAMARATIN COUNSELING SERVICES
    3224 BEE RIDGE RD
    SARASOTA,FL34239     		NONE PC GENERAL OPERATING 10,000
    SENIOR FRIENDSHIP CENTER INC
    1900 BROTHER GEENEN WAY
    SARASOTA,FL34236     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY HAVEN FOR ADULTS AND CHILDREN
    4405 DESOTO RD
    SARASOTA,FL34235     		NONE PC GENERAL OPERATING 10,000
    SAMARITAN COUNSELING SERVICES OF THE GUL
    3224 BEE RIDGE RD
    SARASOTA,FL34239     		NONE PC GENERAL OPERATING 5,000
    GIRLS INCORPORATED OF SARASOTA COUNTY
    201 S TUTTLE AVE
    Sarasota,FL34237     		NONE PC GENERAL OPERATING 5,000
    SAFE PLACE AND RAPE CRISIS CENTER INC
    2139 MAIN STREET
    Sarasota,FL34237     		NONE PC GENERAL OPERATING 2,500
    FORTY CARROTS OF SARASOTA INC
    1500 S TURTLE AVE
    SARASOTA,FL34239     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 60,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 27,406  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 52,039  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP/S-CORP     		    1 5,856  
    bOTHER INCOME     1 1,257  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   86,558  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    86,558
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 991     991

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Name of Stock End of Year Book Value End of Year Fair Market Value
    126650100 CVS HEALTH CORPORATI 3,495 4,440
    867224107 SUNCOR ENERGY INC NE 5,487 3,054
    09260D107 BLACKSTONE GROUP INC 3,524 4,213
    89151E109 TOTAL S.A. - ADR 4,691 4,065
    11135F101 BROADCOM INC 4,783 7,881
    654106103 NIKE INC CL B 4,210 6,083
    907818108 UNION PACIFIC CORP 4,685 5,622
    031162100 AMGEN INC 3,153 2,989
    58933Y105 MERCK & CO INC NEW 2,528 4,663
    172967424 CITIGROUP INC. 9,398 8,632
    75513E101 RAYTHEON TECHNOLOGIE 2,883 5,077
    594918104 MICROSOFT CORP 14,910 21,352
    891160509 TORONTO DOMINION BK 5,514 5,586
    911312106 UNITED PARCEL SERVIC 3,754 5,894
    097023105 BOEING CO 5,745 4,281
    Y2573F102 FLEX LTD 2,594 3,902
    512807108 LAM RESEARCH CORP CO 3,419 5,667
    94106L109 WASTE MANAGEMENT INC 4,422 4,953
    517834107 LAS VEGAS SANDS CORP 5,946 5,424
    00287Y109 ABBVIE INC 2,893 2,893
    609207105 MONDELEZ INTERNATION 2,107 5,262
    H84989104 TE CONNECTIVITY LTD 3,063 4,116
    H2906T109 GARMIN LTD 3,600 4,667
    532457108 ELI LILLY & CO COM 4,020 4,896
    31620M106 FIDELITY NATL INFORM 3,869 3,819
    037833100 APPLE INC 11,694 23,884
    56501R106 MANULIFE FINANCIAL C 7,575 7,663
    46625H100 JPMORGAN CHASE & CO 9,906 9,657
    92826C839 VISA INC-CLASS A SHR 3,837 4,375
    460690100 INTERPUBLIC GROUP CO 2,573 3,199
    150870103 CELANESE CORP 5,004 5,587
    883556102 THERMO FISHER SCIENT 2,795 4,192
    405217100 HAIN CELESTIAL GROUP 2,003 3,332
    09247X101 BLACKROCK INC 4,514 6,494
    00206R102 AT & T INC 5,198 4,717
    09857L108 BOOKING HOLDINGS INC 3,284 4,455
    G5960L103 MEDTRONIC PLC 4,284 4,686
    87612E106 TARGET CORP 3,315 5,296
    285512109 ELECTRONIC ARTS INC 3,808 5,313
    904767704 UNILEVER PLC - ADR 3,741 4,165
    91324P102 UNITEDHEALTH GROUP I 7,752 10,170
    25243Q205 DIAGEO PLC - ADR 5,435 5,717
    02079K107 ALPHABET INC CL C 10,777 14,015
    192446102 COGNIZANT TECH SOLUT 3,672 4,917
    871829107 SYSCO CORP 4,023 5,570
    17275R102 CISCO SYSTEMS INC 3,177 6,444
    254687106 WALT DISNEY CO 5,355 6,704
    G29183103 EATON CORP PLC 2,549 2,763

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287887 ISHARES S&P SMALL-CA AT COST 28,460 81,068
    04314H402 ARTISAN INTERNATIONA AT COST 54,757 83,182
    693391559 PIMCO EMERG MKTS BD- AT COST 45,000 49,036
    92837F458 VIRTUS CEREDEX M/C V      
    026874784 AMERICAN INTERNATION      
    126650100 CVS/CAREMARK CORPORA      
    58933Y105 MERCK & CO INC NEW      
    565849106 MARATHON OIL CORP      
    00206R102 AT & T INC      
    755111507 RAYTHEON CO      
    92343V104 VERIZON COMMUNICATIO      
    039483102 ARCHER DANIELS MIDLA      
    666807102 NORTHROP GRUMMAN COR      
    87234N302 TCW FUNDS SELECT EQU AT COST 70,995 119,634
    922042676 VANGUARD GLBL EX-US      
    46434G103 ISHARES CORE MSCI EM AT COST 16,444 20,163
    90267B682 ETRACS ALERIAN MLP E      
    277923728 EATON VANCE GLOBAL M      
    464287606 ISHARES S&P MID-CAP AT COST 49,946 82,331
    922908553 VANGUARD REAL ESTATE AT COST 53,847 57,328
    46432F842 ISHARES CORE MSCI EA AT COST 65,010 71,785
    458140100 INTEL CORP      
    002824100 ABBOTT LABORATORIES      
    478160104 JOHNSON & JOHNSON      
    125523100 CIGNA CORP      
    609207105 MONDELEZ INTERNATION      
    064058100 THE BANK OF NEW YORK      
    17275R102 CISCO SYSTEMS INC      
    20825C104 CONOCOPHILLIPS      
    548661107 LOWES COS INC      
    717081103 PFIZER INC      
    922031760 VANGUARD HIGH YIELD AT COST 55,000 57,400
    56063N600 MAINSTAY MACKAY CONV AT COST 15,000 21,180
    09260C703 BLACKROCK GL L/S CRE AT COST 25,000 25,027
    464287614 ISHARES RUSSELL 1000 AT COST 41,531 151,195
    277911491 EATON VANCE FLOATING      
    91324P102 UNITEDHEALTH GROUP I      
    848574109 SPIRIT AEROSYTSEMS H      
    037833100 APPLE COMPUTER INC C      
    192446102 COGNIZANT TECH SOLUT      
    26614N102 DUPONT DE NEMOURS IN      
    02079K107 ALPHABET INC/CA      
    921937801 VANGUARD INTM TRM BD AT COST 60,000 63,855
    31641Q755 FIDELITY NEW MRKTS I      
    Y2573F102 FLEXTRONICS INTL LTD      
    654106103 NIKE INC CL B      
    921937827 VANGUARD SHORT TERM AT COST 50,046 51,398
    911312106 UNITED PARCEL SERVIC      
    46625H100 JPMORGAN CHASE & CO      
    G29183103 EATON CORP PLC      
    09247X101 BLACKROCK INC      
    867224107 SUNCOR ENERGY INC NE      
    00143W859 INV OPP DEVELOP MRKT AT COST 51,299 80,496
    512807108 LAM RESEARCH CORP CO      
    405217100 HAIN CELESTIAL GROUP      
    097023105 BOEING COMPANY      
    205887102 CONAGRA FOODS INC      
    H84989104 TE CONNECTIVITY LTD      
    11135F101 BROADCOM INC      
    254687106 WALT DISNEY CO      
    285512109 ELECTRONIC ARTS INC      
    150870103 CELANESE CORP      
    12572Q105 CME GROUP INC      
    517834107 LAS VEGAS SANDS CORP      
    172967424 CITIGROUP INC      
    89832Q109 TRUIST FINANCIAL COR      
    594918104 MICROSOFT CORP      
    907818108 UNION PACIFIC CORP      
    56501R106 MANULIFE FINANCIAL C      
    87612E106 TARGET CORP      
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 55,000 55,606
    92837F441 VIRTUS CEREDX M/C VA AT COST 26,119 49,563
    46140H403 INVESCO DB OIL FUND AT COST 15,683 16,059
    464288687 ISHARES PREFERRED & AT COST 15,035 16,559
    464288281 ISHARES JP MORGAN US AT COST 39,978 47,523
    00888Y847 INVESCO BAL RSK COMM AT COST 20,000 21,534
    27831R108 EV GLBL MACR ABS RTR AT COST 19,498 19,231

    TY 2020 OtherDecreasesSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Description Amount
    PY RETURN OF CAPITAL ADJ 534
    TAX LOT BASIS ADJ 62


    TY 2020 OtherExpensesSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 4 4   0
    FROM PARTNERSHIP/S-CORP 61 61   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,257 1,257  
    FROM PARTNERSHIP/S-CORP 5,856 5,856  


    TY 2020 OtherIncreasesSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Description Amount
    MUTUAL FUND TIMING ADJ 182
    COST BASIS ADJUSTMENT 55


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMIN FEE 3,552     3,552


    TY 2020 TaxesSchedule
    Name:
    SARASOTA COMMUNITY FDN
    EIN:
    59-6169723
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 438 438   0
    FEDERAL TAX PAYMENT - PRIOR YE 897 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,428 0   0
    FOREIGN TAXES ON NONQUALIFIED 67 67   0