Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
CHARLES & MARGERY BARANCIK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 1515 RINGLING BOULEVARD 500
  Room/suite
City or town
SARASOTA
State or province
FL
Country  
ZIP or foreign postal code
34236
A Employer identification number

36-3442474
B Telephone number (see instructions)

8134860083
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$803,583,811J 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) 1,000,000
2 Check .................
3 Interest on savings and temporary cash investments 147,296 147,296  
4 Dividends and interest from securities... 18,981,703 18,981,703  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
11,004,749
b Gross sales price for all assets on line 6a 32,000,000
7 Capital gain net income (from Part IV, line 2)... 11,004,748
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 31,133,748 30,133,747 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 980,861 119,179   861,682
14 Other employee salaries and wages...... 1,378,682     1,378,682
15 Pension plans, employee benefits....... 479,177 23,836   455,342
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,307 0 0 2,307
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,721 11,238 0 11,484
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
512,597 365,155 0 147,442
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
437,987 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 169,341     169,341
21 Travel, conferences, and meetings....... 148,066     148,066
22 Printing and publications.......... 0      
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
362,817 0 0 362,817
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,494,556 519,408 0 3,537,163
25 Contributions, gifts, grants paid....... 29,097,136 29,097,136
26 Total expenses and disbursements. Add lines 24 and 25 ................ 33,591,692 519,408 0 32,634,299
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,457,944
b Net investment income (if negative, enter -0-) 29,614,339
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............      
2 Savings and temporary cash investments......... 3,081,998 2,637,604 2,637,604
3 Accounts receivable  
Less: allowance for doubtful accounts   0 0 0
4 Pledges receivable  
Less: allowance for doubtful accounts   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) 0
Less: allowance for doubtful accounts 0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 72,413,004 Click to see attachment
List of Attached Documents:
// Content
74,349,085 		73,172,161
b Investments—corporate stock (attach schedule)....... 427,996,005 Click to see attachment
List of Attached Documents:
// Content
422,069,447 		655,106,594
c Investments—corporate bonds (attach schedule)....... 74,282,937 Click to see attachment
List of Attached Documents:
// Content
76,259,865 		72,667,452
11 Investments—land, buildings, and equipment: basis 0
Less: accumulated depreciation (attach schedule) 0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis 0
Less: accumulated depreciation (attach schedule) 0 0   0
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 577,773,944 575,316,001 803,583,811
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 577,773,944 575,316,001
29 Total net assets or fund balances (see instructions)..... 577,773,944 575,316,001
30 Total liabilities and net assets/fund balances (see instructions). 577,773,944 575,316,001
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
577,773,944
2
Enter amount from Part I, line 27a .....................
2
-2,457,944
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
575,316,000
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
575,316,000
Form 990-PF (2025)
Form 990-PF (2025)
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 PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1871) D 2020-11-25 2025-11-04
b PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1871) D 2020-11-25 2025-05-20
c PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1871) D 2020-11-25 2025-02-12
d PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1871) D 2020-11-25 2025-07-02
e PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1871) D 2020-11-25 2025-09-19
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1871) D 2020-11-25 2025-08-05
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1870) D 2015-02-06 2025-05-20
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1870) D 2015-02-06 2025-11-04
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1870) D 2015-02-06 2025-07-02
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1870) D 2015-02-06 2025-08-05
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (1870) D 2015-02-06 2025-09-19
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (571) D 2020-08-10 2025-04-04
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (858) D 2015-12-30 2025-04-04
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (549) D 2021-08-06 2025-04-04
PUBLICLY TRADED SECURITIES - VANGUARD FUNDS (222) D 2020-11-25 2025-04-04
(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 4,627,233   2,470,262 2,156,971
b 2,113,391   1,281,883 831,508
c 6,500,000   3,852,128 2,647,872
d 1,288,486   746,554 541,932
e 121,301   65,374 55,927
8,398,658   4,809,171 3,589,487
1,886,609   1,582,019 304,590
872,767   662,267 210,500
1,211,514   979,296 232,218
601,342   486,766 114,576
2,378,699   1,823,024 555,675
489,355   588,700 -99,345
487,200   510,023 -22,823
565,291   600,416 -35,125
458,153   537,368 -79,215
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     0 2,156,971
b     0 831,508
c     0 2,647,872
d     0 541,932
e     0 55,927
    0 3,589,487
    0 304,590
    0 210,500
    0 232,218
    0 114,576
    0 555,675
    0 -99,345
    0 -22,823
    0 -35,125
    0 -79,215
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 11,004,748
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
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 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) 1 411,639
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 411,639
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 411,639
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 411,639
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 411,639
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.BARANCIKFOUNDATION.ORG
14
The books are in care ofEV BOSQUE Telephone no. (813) 486-0083

Located at1515 RINGLING BOULEVARD 500SARASOTAFL ZIP+434236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
TERI A HANSEN CEO (JAN TO NOV 2025)
0 		484,937 40,195  
1515 RINGLING BLVD
500
SARASOTA,FL34236
BENJAMIN R HANAN DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
DEBORAH K HANSON DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
HOSANA FIEBER DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
LAURA KINGSLEY DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
LISA M HISE DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
MICHAEL E GRONLI DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
REBECCA H BARANCIK CHAIR
10.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
SCOTT J BARANCIK DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
STEFANIE JONES DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
STEVE BARANCIK DIRECTOR
2.00 		0 0  
1516 RINGLING BLVD
501
SARASOTA,FL34236
WENDY ROSETH DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
JEFF MCCURDY DIRECTOR
2.00 		0 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
JOHN E BROTHERS CEO (NOV TO DEC 2025)
40.00 		54,404 0  
1515 RINGLING BLVD
500
SARASOTA,FL34236
EVELIO I BOSQUE CFO / TREASURER
40.00 		330,511 33,595  
1515 RINGLING BLVD
500
SARASOTA,FL34236
JESSICA B POLK SECRETARY
40.00 		173,280 15,750  
1515 RINGLING BLVD
500
SARASOTA,FL34236
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
GREGORY L LUBERECKI COMM. OFFICER
40.00 		220,137 20,895  
1515 RINGLING BLVD
500
SARASOTA,FL34236
JOHN F ANNIS SVP
40.00 		283,333 26,362  
1515 RINGLING BLVD
500
SARASOTA,FL34236
KELLY A ROMANOFF INNOVATION OFFICER
40.00 		297,161 28,695  
1515 RINGLING BLVD
500
SARASOTA,FL34236
MATHEW E SAUER IMPACT OFFICER
40.00 		203,397 16,633  
1515 RINGLING BOULEVARD
500
SARASOTA,FL34236
OMAR GUEVARRA IMPACT OFFICER
40.00 		274,870 27,195  
1515 RINGLING BOULEVARD
500
SARASOTA,FL34236
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-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 VIII-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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
743,331,769
b
Average of monthly cash balances.......................
1b
3,322,385
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
746,654,154
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
 
3
Subtract line 2 from line 1d.........................
3
746,654,154
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,199,812
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
735,454,342
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
36,772,717
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
36,772,717
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
411,639
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
411,639
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,361,078
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
36,361,078
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
36,361,078
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
32,634,299
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
32,634,299
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 36,361,078
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 32,140,789
b Total for prior years:2023, 2022, 2021 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 32,634,299
a Applied to 2024, but not more than line 2a 32,140,789
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 2025 distributable amount..... 493,510
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.   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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		35,867,568
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

15TH STREET FARM

342 15TH ST N
ST PETERSBURG,FL33705 		NONE   GRANT TO HELP SPONSOR THE ORGANIZATION'S 15TH ANNIVERSARY CELEBRATION 10,000

ABILITY TO INCLUDE

912 WEE BURN PL
SARASOTA,FL34243 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 150,000

ALL FAITHS FOOD BANK

8171 BLAIKIE COURT
SARASOTA,FL34240 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 34,795

ALL FAITHS FOOD BANK

8171 BLAIKIE COURT
SARASOTA,FL34240 		NONE   TO PILOT A FREE GROCERY STORE IN NEWTOWN WHERE FAMILIES CAN ACCESS FRESH, HEALTHY FOOD AND REFERRALS TO OTHER SERVICES AND RESOURCES 700,468

ALL FAITHS FOOD BANK

8171 BLAIKIE COURT
SARASOTA,FL34240 		NONE   TO SUPPORT THE CAMPAIGN AGAINST SUMMER HUNGER, WHICH PROVIDES FOOD AND FUNDS TO FEED CHILDREN OVER THE SUMMER MONTHS. 75,000

ALLISON COHEN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

AMERICAN JEWISH COMMITTEE

1605 MAIN STREET SUITE 612
SARASOTA,FL34236 		NONE   GRANT TO HELP SPONSOR THE NATIONAL HUMAN RELATIONS AWARD 10,000

AMERICAN JEWISH COMMITTEE

1605 MAIN STREET SUITE 612
SARASOTA,FL34236 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 65,000

ARCHITECTURE SARASOTA

265 S ORANGE AVENUE
SARASOTA,FL34236 		NONE   TO CELEBRATE THE MASTER PLAN DESIGNERS OF THE MARIE SELBY BOTANICAL GARDENS. 10,000

ART CENTER SARASOTA

707 N TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   CAPACITY BUILDING AND PROGRMMATIC SUPPORT TO ENSURE MORE PEOPLE CAN EXPERIENCE AND PARTICIPATE IN THE ARTS. 250,000

ART CENTER SARASOTA

707 N TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 4,000

ARTHUR JAY BROWN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

ARTS & CULTURAL ALLIANCE OF SARASOTA COUNTY

1226 N TAMIAMI TRAIL SUITE 300
SARASOTA,FL34236 		NONE   FUNDING TO SUPPORT THE ARTISTS AFFORDABLE HOUSING CONCEPT PLAN 15,000

ARTS & CULTURAL ALLIANCE OF SARASOTA COUNTY

1226 N TAMIAMI TRAIL SUITE 300
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR THE PERSPECTIVE PRACTICE PLACE SUMMIT, 2025 5,000

ASOLO REPERTORY THEATRE

5555 NORTH TAMIAMI TRAIL
SARASOTA,FL34243 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 187,000

AZARA BALLET

5020 CLARK ROAD SUITE 504
SARASOTA,FL34233 		NONE   GRANT TO SPONSOR THE MASQUERADE GALA, 2025 5,000

BIG WATERS LAND TRUST

PO BOX 902
OSPREY,FL34229 		NONE   GRANT TO SPONSOR THE ANNUAL GALA, 2025 5,000

BOXSER DIVERSITY INITIATIVE

2301 GULF OF MEXICO DRIVE UNIT 63
LONGBOAT KEY,FL34228 		NONE   TO EDUCATE THE PUBLIC ON THE VALUE OF DIVERSITY, EDUCATION, AND INCLUSION. 100,000

BOXSER DIVERSITY INITIATIVE

2301 GULF OF MEXICO DRIVE UNIT 63
LONGBOAT KEY,FL34228 		NONE   TO SUPPORT A CIVIL RIGHTS TRIP VIDEOGRAPHER 10,000

BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES

3130 FRUITVILLE ROAD
SARASOTA,FL34237 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 56,000

BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES

3130 FRUITVILLE ROAD
SARASOTA,FL34237 		NONE   TO SUPPORT CONSTRUCTION OF A NEW FACILITY FOR THE ROY MCBEAN CLUB IN NEWTOWN. 1,000,000

BRIDGE A LIFE

9015 TOWN CENTER PARKWAY SUITE 12
LAKEWOOD RANCH,FL34202 		NONE   FOSTER CARE PREVENTION AND PLACEMENT STABILITY, 2025 300,000

BROOKE TEAL

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

CHARLOTTE HARBER

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

CHILDREN FIRST

1723 NORTH ORANGE AVENUE
SARASOTA,FL34234 		NONE   TO EXPAND PARENTING EDUCATION, FAMILY ADVOCACY AND VOCATIONAL COACHING SERVICES TO FAMILIES WHOSE CHILDREN ATTEND CHILDREN FIRST. 83,500

CHILDREN FIRST

1723 NORTH ORANGE AVENUE
SARASOTA,FL34234 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 25,000

CHRISTINE MAGAN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

CLIMATE ADAPTATION CENTER

111 SOUTH PINAPPLE AVENUE UNIT 911
SARASOTA,FL34236 		NONE   TO SCALE ITS ABILITY TO PROVIDE TRUSTED, SCIENCE-BASED INFORMATION ABOUT THE LOCAL IMPACTS OF A CHANGING CLIMATE AND STRATEGIES FOR ADAPTATION. 300,000

CLOTHES TO KIDS

2168 34TH STREET SOUTH
ST PETERSBURG,FL33711 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

COMMUNITY ACTION STOPS ABUSE

PO BOX 414
ST PETERSBURG,FL33731 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

COMMUNITY HARVEST SRQ

PO BOX 1861
SARASOTA,FL34230 		NONE   GRANT TO SPONSOR THE SUSTAINABLE COMMUNITIES WORKSHOP, 2025 5,000

COMMUNITY NEWS COLLABORATIVE (DBA SUNCOAST SEARCHLIGHT)

PO BOX 99
SARASOTA,FL34230 		NONE   TO CREATE A MORE INFORMED CITIZENRY THROUGH QUALITY NEWS COVERAGE OF LOCAL STORIES. 1,830,517

CREARTE LATINO CULTURAL CENTER

1913 NORTHGATE BOULEVARD
SARASOTA,FL34234 		NONE   TO ENHANCE ORGANIZATIONAL CAPACITY AND ITS ABILITY TO CONTINUE TO DELIVER HIGH-QUALITY PROGRAMMING AND COMMUNITY CONNECTION 320,000

CREARTE LATINO CULTURAL CENTER

1913 NORTHGATE BOULEVARD
SARASOTA,FL34234 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 6,000

DANIELE THERRIEN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,767

DAVID VERDONI

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

DEREK REICH

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 10,943

DESOTO COUNTY SHERIFF'S OFFICE

208 EAST CYPRESS STREET
ARCADIA,FL34266 		NONE   GRANT TO SUPPORT REENTRY NAVIGATOR AND INMATE SUPPORT FUNDS PROGRAMS TO REDUCE RECIDIVISM. 94,890

DREAMERS ACADEMY

C/O DREAMERS ACADEMY 2146 MYRTLE ST
SARASOTA,FL342340000 		NONE   GRANT TO SPONSOR THE DREAMERS ACADEMY GALA, 2025 1,500

EASTERSEALS SOUTHWEST FLORIDA

350 BRADEN AVENUE
SARASOTA,FL34243 		NONE   GRANT TO SPONSOR THE ORGANIZATION'S 80TH ANNIVERSARY CELEBRATION 5,000

EDUCATION FOUNDATION OF SARASOTA COUNTY

1960 LANDINGS BOULEVARD SUITE 120
SARASOTA,FL34231 		NONE   GRANT TO SPONSOR THE TEACHER OF THE YEAR EVENT, 2025 5,000

ELLEN MILLAR

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

EMBRACING OUR DIFFERENCES

1209 S TAMIAMI TRAIL
SARASOTA,FL34239 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 18,500

ERIN BOYD

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

FAMILY PROMISE OF SOUTH SARASOTA COUNTY

850 COCKRILL STREET
VENICE,FL34285 		NONE   GRANT TO SPONSOR THE SWEET DREAMS GALA, 2025 5,000

FAMILY PROMISE OF SOUTH SARASOTA COUNTY

850 COCKRILL STREET
VENICE,FL34285 		NONE   TO RENOVATE ITS FAMILY SHELTER BUIDLING IN VENICE FOR IMPROVED SECURITY AND ENHANCED CAPACITY. 350,000

FARNAZ FEHR

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

FEEDING TAMPA BAY

3624 CAUSEWAY BLVD
TAMPA,FL33619 		NONE   TO ENHANCE ORGANIZATIONAL CAPACITY AND ITS ABILITY TO CONTINUE TO DELIVER HIGH-QUALITY PROGRAMMING AND COMMUNITY CONNECTION 5,000

FIRST TEE OF SARASOTA MANATEE

8586 POTTER PARK DRIVE SUITE 115
SARASOTA,FL34238 		NONE   GRANT TO SPONSOR THE FORE THE KIDS, 2026 10,000

FLORIDA COMMUNITY HEALTH WORKER COALITION

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   GRANT TO SUPPORT THE TRAINING FOR CERTIFICATIONS FOR COMMUNITY HEALTH WORKERS 5,800

FLORIDA CULTURAL GROUP

502 THIRD AVENUE WEST
BRADENTON,FL34205 		NONE   A GRANT TO FUND THE COMMON GROUNDS PROJECT 100,000

FLORIDA HOUSING COALITION

1311 NORTH PAUL RUSSELL ROAD SUIT
TALLAHASSEE,FL323014860 		NONE   GRANT TO SPONSOR THE HOUSING ACTION LAB, 2025 10,000

FLORIDA PHILANTHROPIC NETWORK

12191 WEST LINEBAUGH AVENUE SUITE
TAMPA,FL33626 		NONE   GRANT TO SPONSOR THE FPN SUMMIT, 2026 16,000

FLORIDA STATE UNIVERSITY FOUNDATION

325 WEST COLLEGE AVENUE
TALLAHASSEE,FL32301 		NONE   TO SUPPORT THE PRE-MED MENTORING AND ACADEMIC ENRICHMENT PROGRAM IN SARASOTA COUNTY. 42,703

FLORIDA STUDIO THEATRE

1241 NORTH PALM AVENUE
SARASOTA,FL34236 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

FORTY CARROTS FAMILY CENTER

1500 SOUTH TUTTLE AVENUE
SARASOTA,FL34239 		NONE   GRANT TO ENHANCE CLIENT REFERRALS AND COMMUNICATION THROUGH A TEXTING SOFTWARE PLATFORM. 3,927

FRANCISCO RAMIREZ

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,955

FUNDUCATION

12009 POPASH GLEN
LAKEWOOD RANCH,FL342022825 		NONE   TO BUILD CAPACITY AS IT ENTERS A NEW PARTNERSHIP TO PROVIDE EDUCATIONAL PROGRAMMING AT ST. STEPHEN'S EPISCOPAL SCHOOL'S S.T.E.A.M. CENTER. 200,000

GAMMA XI BOULE FOUNDATION

PO BOX 20117
BRADENTON,FL34204 		NONE   GRANT TO SPONSOR THE VALENTINE AT THE RITZ, 2026 5,000

GIRLS INCORPORATED OF SARASOTA COUNTY

201 SOUTH TUTTLE AVENUE
SARASOTA,FL34237 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 92,500

GIRLS INCORPORATED OF SARASOTA COUNTY

201 SOUTH TUTTLE AVENUE
SARASOTA,FL34237 		NONE   TO SUSTAIN AND EXPAND CRITICAL MENTAL-HEALTH SERVICES FOR GIRLS AND PROVIDE SCHOLARSHIP FUNDING TO OFFSET MEMBERSHIP FEES. 500,000

GOODWILL INDUSTRIES MANASOTA

2705 51ST AVENUE EAST
BRADENTON,FL34203 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,500

GRACE DUYN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,800

GRETCHEN EIDELBUS

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,800

GULF COAST COMMUNITY FOUNDATION

601 TAMIAMI TRAIL SOUTH
VENICE,FL34285 		NONE   DONOR ADVISED FUND CONTRIBUTION, 2025 TO SUPPORT THE COMMUNITY NEWS COLLABORATIVE 1,000,000

GULF COAST COMMUNITY FOUNDATION

601 TAMIAMI TRAIL SOUTH
VENICE,FL34285 		NONE   SMOOTHING FUND CONTRIBUTION, 2025 2,420,486

GULF COAST COMMUNITY FOUNDATION

601 TAMIAMI TRAIL SOUTH
VENICE,FL34285 		NONE   TO PILOT A BOARD-GOVERNANCE TRAINING PROGRAM FOR MEMBERS OF UNDERREPRESENTED GROUPS IN THE COMMUNITY. 12,000

GULF COAST COMMUNITY FOUNDATION

601 TAMIAMI TRAIL SOUTH
VENICE,FL34285 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS FOR SARASOTA COUNTY SCHOOLS. 100,000

GULF COAST COMMUNITY FOUNDATION

601 TAMIAMI TRAIL SOUTH
VENICE,FL34285 		NONE   TO SUPPORT THE SHERIFF'S CHARITABLE FUND, WHICH WILL ENABLE THE SHERIFF'S OFFICE TO PROVIDE SMALL GRANTS FOR GRASSROOTS EFFORTS THAT IMPROVE NEIGHBORHOOD SAFETY AND CONDITIONS. 25,000

GULF COAST JEWISH FAMILY & COMMUNITY SERVICES

14041 ICOT BOULEVARD
CLEARWATER,FL33760 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 20,000

HARVEST HOUSE

3650 17TH STREET
SARASOTA,FL34235 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 28,000

HEALTHY START COALITION OF SARASOTA COUNTY

1750 17TH STREET BUILDING A
SARASOTA,FL34234 		NONE   TO ENHANCE CLIENT REFERRALS AND COMMUNICATION THROUGH A TEXTING SOFTWARE PLATFORM. 2,040

HEALTHY START COALITION OF SARASOTA COUNTY

1750 17TH STREET BUILDING A
SARASOTA,FL34234 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

HEALTHY TEENS

1111 3RD AVE W UNIT 240
BRADENTON,FL34205 		NONE   TO SUPPORT THE ORGANIZATION'S SARASOTA EXPANSION. 75,000

HERMITAGE ARTIST RETREAT

6630 MANASOTA KEY ROAD
ENGLEWOOD,FL34223 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 8,500

INCLUSION REVOLUTION

111 S PINEAPPLE AVE UNIT 601
SARASOTA,FL342365768 		NONE   GRANT TO SPONOR THE BUS PULL FOR INCLUSION, 2026 5,000

JENNIFER WEINBERGER

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

JEREMY STEFFY

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST

2688 FRUITVILLE ROAD
SARASOTA,FL34237 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 31,000

JEWISH FAMILY & CHILDREN'S SERVICE OF THE SUNCOAST

2688 FRUITVILLE ROAD
SARASOTA,FL34237 		NONE   TO INCREASE ACCESS TO MENTAL HEALTH SERVICES FOR YOUTH. 231,872

JODIE VAUGHN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

JOE BRUNETTI

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

JUSTINE HOLCOMB

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

KATHLEEN SUCHORA

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

KHEA KNIGHT

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

LEAH POLLARD-LANE

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,631

LIBRARY FOUNDATION FOR SARASOTA COUNTY

PO BOX 17903
SARASOTA,FL34276 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 17,500

LINDSAY ROWE

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,988

LINKS TO SUCCESS

PO BOX 864
ARCADIA,FL34265 		NONE   TO ENHANCE CLIENT REFERRALS AND COMMUNICATION THROUGH A TEXTING SOFTWARE PLATFORM. 2,040

LINKS TO SUCCESS

PO BOX 864
ARCADIA,FL34265 		NONE   TO HELP FAMILIES IN DESOTO COUNTY ACCESS RESOURCES AND EDUCATIONAL OPPORTUNITIES THROUGH A FAMILY NAVIGATION PROGRAM. 770,000

LINKS TO SUCCESS

PO BOX 864
ARCADIA,FL34265 		NONE   TO PURCHASE A FACILITY TO HOUSE ITS OPERATIONS AND SERVE AS A HUB FOR ACCESS TO HUMAN SERVICES IN DESOTO COUNTY. 73,935

LISA MCQUAID

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

LYNSEY DAVIS

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

MANASOTA ASALH

PO BOX 2356
SARASOTA,FL34230 		NONE   GRANT TO SPONSORSHIP: BLACK HISTORY MONTH SCHOLARSHIP LUNCHEON, 2026 7,500

MANATEE EDUCATION FOUNDATION

1023 MANATEE AVENUE WEST SUITE 415
BRADENTON,FL34205 		NONE   TO HELP CREATE THE SOAR IN 4 LAB, WHICH WILL BRING HIGH-QUALITY EARLY LEARNING OPPORTUNITIES INTO NEIGHBORHOODS IN BRADENTON. 250,000

MARGWINE ORGANIZATION

PO BOX 1486
SARASOTA,FL342301486 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

MARIE ROSANDER

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

MARIE SELBY BOTANICAL GARDENS

1534 MOUND STREET
SARASOTA,FL34236 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 85,000

MARIE SELBY BOTANICAL GARDENS

1534 MOUND STREET
SARASOTA,FL34236 		NONE   TO RELOCATE AND CARE FOR ITS PRICELESS COLLECTION OF LIVING PLANTS DURING PHASE TWO CONSTRUCTION OF ITS MASTER PLAN. 995,000

MCR HEALTH

101 RIVERFRONT BLVD SUITE 710
BRADENTON,FL34205 		NONE   FOR COMMUNITY OUTREACH AND EDUCATION TO CONNECT MORE PATIENTS WITH QUALITY HEALTHCARE SERVICES. 34,920

MCR HEALTH

102 RIVERFRONT BLVD SUITE 710
BRADENTON,FL34205 		NONE   TO INCREASE PHILANTHROPIC SUPPORT FOR ITS LOW-COST, HIGH-QUALITY HEALTHCARE SERVICES. 240,000

MENORAH LIFE FOUNDATION

255 59TH STREET NORTH
ST PETERSBURG,FL33710 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

MINORITIES IN SHARK SCIENCES

PO BOX 10493
BRADENTON,FL34282 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 7,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR OCEANIC EVENING, 2025 10,000

MOTHERS HELPING MOTHERS

5933 NORTH WASHINGTON BOULEVARD
SARASOTA,FL34243 		NONE   GRANT TO SPONSOR POWER OF PURPLE 6,500

MOTHERS HELPING MOTHERS

5933 NORTH WASHINGTON BOULEVARD
SARASOTA,FL34243 		NONE   TO ENHANCE CLIENT REFERRALS AND COMMUNICATION THROUGH A TEXTING SOFTWARE PLATFORM. 4,539

NATIONAL ALLIANCE ON MENTAL ILLNESS SARASOTA AND MANATEE COUNTIES

1226 NORTH TAMIAMI TRAIL SUITE 202
SARASOTA,FL34236 		NONE   TO SUPPORT A NEW PARTNERSHIP TO RAPIDLY DELIVER WRAPAROUND SERVICES TO FAMILIES EXPERIENCING A BEHAVIORAL HEALTH CRISIS. 200,000

NEURO CHALLENGE FOUNDATION

722 APEX ROAD SUITE A
SARASOTA,FL34240 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,500

NEWTOWN BUSINESS COUNCIL

1340 32ND ST
SARASOTA,FL342345909 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,500

OLGA HERNANDEZ-CARDEL

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

OPERATION WARRIOR RESOLUTION

242 SOUTH WASHINGTON BOULEVARD 130
SARASOTA,FL34236 		NONE   TO HELP THE ORGANIZATION PROCURE A PERMANENT LOCATION FROM WHICH TO EXPAND OPERATIONS AND IMPROVE PROGRAM QUALITY. 850,000

OYSTER RIVER ECOLOGY

702 SUNDANCE TRAIL
WIMAUMA,FL33598 		NONE   GRANT TO SPONSOR THE FIRST EVER OYSTER RAG POT SHINDIG 5,000

PAMELA NOVAK

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

PARENTING MATTERS

602 3RD STREET EAST
BRADENTON,FL34208 		NONE   TO SUSTAIN PARENTING EDUCATION IN MANATEE AND SARASOTA COUNTIES AND BUILD ORGANIZATIONAL CAPACITY. 265,000

POYNTER FOUNDATION

801 3RD STREET S
ST PETERSBURG,FL337014920 		NONE   GRANT TO SPONSOR MOMENTS OF TRUTH AT THE RINGLING, 2025 5,000

PROJECT 180 SARASOTA

PO BOX 25684
SARASOTA,FL342772684 		NONE   TO SUPPORT INFRASTRUCTURE AND STAFF CAPACITY SO THE ORGANIZATION CAN SERVE MORE FORMERLY INCARCERATED COMMUNITY MEMBERS. 380,000

PROJECT PROSPER

1901 ULMERTON ROAD SUITE 625-624
CLEARWATER,FL33762 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

RAWLEY RYCKMAN

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

REBUILDING TOGETHER TAMPA BAY

3914 N 301 HIGHWAY SUITE 700
TAMPA,FL33619 		NONE   TO FUND ADDITIONAL HOUSING IMPROVEMENTS IN NEWTOWN TO HELP RESIDENTS REMAIN IN THEIR HOMES AND TO CREATE A PILOT NEIGHBORHOOD FOR ATTRACTING OTHER PARTICIPANTS. 150,000

REBUILDING TOGETHER TAMPA BAY

3914 N 301 HIGHWAY SUITE 700
TAMPA,FL33619 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,500

RESILIENT RETREAT

3500 JOURNEY LANE
SARASOTA,FL34240 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 4,040

RESILIENT RETREAT

3500 JOURNEY LANE
SARASOTA,FL34240 		NONE   TO SUPPORT THE PARENT PROGRAM FOR MENTAL HEALTH 65,072

RICK RAMON

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 11,988

RINGLING COLLEGE OF ART AND DESIGN

2700 NORTH TAMIAMI TRAIL
SARASOTA,FL34234 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 70,000

ROCHELLE HILSTON

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

RYAN CHASE

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

SAFE CHILDREN COALITION

1500 INDEPENDENCE BOULEVARD SUITE
SARASOTA,FL34234 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 36,500

SARASOTA BAY WATCH

331 PALMETTO AVENUE
OSPREY,FL34229 		NONE   TO SUPPORT A MARKETING AND FUNDRAISING POSITION AND EXPAND WATER-QUALITY PROGRAMMING. 100,000

SARASOTA COUNTY SCHOOLS

1960 LANDINGS BOULEVARD
SARASOTA,FL34231 		NONE   TO PURSUE THE SCHOOL DISTRICT'S MISSION THROUGH ORGANIZATIONAL EXCELLENCE. 159,340

SARASOTA COUNTY SCHOOLS

1960 LANDINGS BOULEVARD
SARASOTA,FL34231 		NONE   TO SPONSOR SARASOTA COUNTY SCHOOLS' LEADERSHIP ATTENDANCE AT THE 2025 JUNIOR ACHIEVEMENT CONFERENCE. 2,025

SARASOTA COUNTY SCHOOLS

1960 LANDINGS BOULEVARD
SARASOTA,FL34231 		NONE   TO SPONSOR THE SCHOOL PSYCHOLOGIST DEPARTMENT'S ATTENDANCE AT THE FLORIDA ASSOCIATION OF SCHOOL PSYCHOLOGISTS. 3,200

SARASOTA COUNTY SCHOOLS

1960 LANDINGS BOULEVARD
SARASOTA,FL34231 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS FOR SARASOTA COUNTY SCHOOLS. 533,000

SARASOTA COUNTY SCHOOLS

1960 LANDINGS BOULEVARD
SARASOTA,FL34231 		NONE   TO SUPPORT THE DISTRICTS PROFESSIONAL LEARNING OPPORTUNITIES PROGRAM 1,200,000

SARASOTA COUNTY SCHOOLS

1960 LANDINGS BOULEVARD
SARASOTA,FL34231 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 1,000

SARASOTA COUNTY SHERIFF'S OFFICE

PO BOX 4115
SARASOTA,FL34230 		NONE   TO SUPPORT THE SHERIFFS DEPARTMENT REENTRY NAVIGATOR PROGRAMS TO HELP REDUCE RECIDIVISM. 200,000

SARASOTA HOUSING FUNDING CORPORATION

270 S OSPREY AVENUE 100
SARASOTA,FL34236 		NONE   TO SUPPORT QUALITY, ON-SITE EDUCATION FOR RESIDENTS OF SARASOTA PUBLIC HOUSING. 270,000

SARASOTA MEMORIAL HEALTHCARE FOUNDATION

1515 SOUTH OSPREY AVENUE SUITE B-4
SARASOTA,FL34239 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 55,000

SARASOTA MEMORIAL HEALTHCARE FOUNDATION

1515 SOUTH OSPREY AVENUE SUITE B-4
SARASOTA,FL34239 		NONE   TO PROVIDE MATCH FUNDS TO SUPPORT THE LONG-TERM SUSTAINABILITY OF FIRST 1,000 DAYS SUNCOAST. 800,000

SARASOTA MEMORIAL HEALTHCARE FOUNDATION

1515 SOUTH OSPREY AVENUE SUITE B-4
SARASOTA,FL34239 		NONE   TO SUPPORT SARASOTA MEMORIAL HOSPITAL'S NEW PREGNANCY CARE TEAM. 800,000

SARASOTA MUSIC CONSERVATORY

323 CENTRAL AVENUE
SARASOTA,FL34236 		NONE   TO SUPPORT OPERATIONS, EXPAND ACCESS TO MUSIC EDUCATION, AND PROVIDE NEED-BASED SCHOLARSHIPS FOR TALENTED STUDENTS. 170,000

SARASOTA OPERA ASSOCIATION

61 NORTH PINEAPPLE AVENUE SUITE 82
SARASOTA,FL34236 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 25,000

SARASOTA ORCHESTRA

709 NORTH TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 75,000

SASCHA HYER

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

SCHOOL DISTRICT OF MANATEE COUNTY

215 MANATEE AVENUE WEST
BRADENTON,FL34205 		NONE   TO SUPPORT EFFORTS WITHIN THE SCHOOL DISTRICT TO EXPAND THE USE OF UNITE US TO CONNECT MORE STUDENTS AND FAMILIES TO COMMUNITY RESOURCES. 49,999

SECOND HEART HOMES

PO BOX 3886
SARASOTA,FL342303886 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 1,000

SENIOR FRIENDSHIP CENTERS

1888 BROTHER GEENEN WAY
SARASOTA,FL34236 		NONE   TO SUPPORT AND EXPAND THE FRIENDSHIP AT HOME PROGRAM FOR HOMEBOUND SENIORS. 367,190

SOLUTIONS TO AVOID RED TIDE

PO BOX 642
TALLEVAST,FL34270 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,500

SOUTHFACE INSTITUTE

1760 MOUND STREET
SARASOTA,FL34236 		NONE   TO SUPPORT ENERGY- AND WATER-EFFICIENCY SOLUTIONS AT NONPROFIT ORGANIZATIONS THROUGH THE GOODUSE PROGRAM. 100,000

SPAACES FOUNDATION

2087 PRINCETON ST
SARASOTA,FL342373439 		NONE   TO SUPPORT A TWO-PART TRAINING FOR THEIR STAFF FOCUSED ON STRENGTHENING DONOR STEWARDSHIP PRACTICES AND IMPROVING COMMUNICATION AND ENGAGEMENT WITH CURRENT AND PROSPECTIVE SUPPORTERS. 8,250

SRQ STRONG

1226 TAMIAMI TRL STE 202
SARASOTA,FL34236 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 125,000

ST PETERSBURG FREE CLINIC

863 3RD AVENUE NORTH
ST PETERSBURG,FL33701 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 25,000

STATE COLLEGE OF FLORIDA FOUNDATION

5840 26TH STREET WEST
BRADENTON,FL34207 		NONE   GRANT TO SPONSORS AVENUES TO THE FUTURE INAUGURATION DINNER, 2025 5,000

SUNCOAST BLOOD CENTERS

1760 MOUND STREET
SARASOTA,FL34236 		NONE   TO SUPPORT THE RESILIENCE INCUBATOR HOUSED IN ITS MOUND STREET FACILITY IN SARASOTA. 85,000

SUNCOAST PARTNERSHIP TO END HOMELESSNESS

1750 17TH STREET BUILDING C-1
SARASOTA,FL34234 		NONE   GRANT TO SUPPORT STAFFING AND CAPACITY BUILDING EFFORTS 248,000

SUNCOAST SCIENCE CENTER

4452 BENEVA ROAD
SARASOTA,FL34233 		NONE   TO PROVIDE SCHOLARSHIPS AND TRANSPORTATION ASSISTANCE SO MORE STUDENTS CAN PARTICIPATE IN ITS PROGRAMS AND TO EXPAND ITS SCIENCE LENDING LIBRARY FOR USE IN LOCAL SCHOOLS. 400,000

SUNCOAST WATERKEEPER

PO BOX 1028
SARASOTA,FL34230 		NONE   TO SUPPORT AND EXPAND ENVIRONMENTAL MONITORING OF WATER QUALITY ACROSS THE REGION AND MANGROVE HEALTH IN VULNERABLE AREAS. 400,000

SUNSHINE COMMUNITY COMPOST

PO BOX 2101
SARASOTA,FL34230 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

SUZETTE TRAPANI

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE RIPPLE EFFECT PROGRAM. 5,000

TAKE STOCK IN CHILDREN OF SARASOTA COUNTY

PO BOX 48186
SARASOTA,FL34230 		NONE   GRANT TO SPONSOR THE CELEBRATION OF HOPE, 2025 5,000

TAYLOR MOWERY

1515 RINGLING BOULEVARD SUITE 500
SARASOTA,FL34236 		NONE   TO SUPPORT TEACHER RECRUITMENT AND RETENTION EFFORTS VIA THE TIME FELLOWSHIP PROGRAM. 12,000

TEEN COURT OF SARASOTA

2071 RINGLING BOULEVARD 2ND FLOOR
SARASOTA,FL34237 		NONE   GRANT TO SPONSOR JUSTICE & JAMMIES, 2025 6,100

TEMPLE BETH SHOLOM

1050 S TUTTLE AVE
SARASOTA,FL34237 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,000

TEMPLE EMANU-EL

151 MCINTOSH ROAD
SARASOTA,FL34232 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,500

THE ACADEMY AT GLENGARY

1819 GLENGARY STREET
SARASOTA,FL34231 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 15,000

THE BAY PARK CONSERVANCY

655 NORTH TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR SUNCOAST SEARCHLIGHT INAUGURAL COMMUNITY ENGAGEMENT EVENT, 2025 5,000

THE BAY PARK CONSERVANCY

655 NORTH TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR THE 3RD ANNIVERSARY CELEBRATION, 2025 10,000

THE BAY PARK CONSERVANCY

655 NORTH TAMIAMI TRAIL
SARASOTA,FL34236 		NONE   TO SUPPORT RESILIENT SHORELINE AND WATER QUALITY IMPROVEMENTS AT THE BAY PARK. 200,000

THE FLORIDA CENTER FOR EARLY CHILDHOOD

4620 17TH STREET
SARASOTA,FL34235 		NONE   TO SUPPORT PRESCHOOL TEACHERS IN ADDRESSING THE BEHAVIORAL HEALTH NEEDS OF CHILDREN. 695,000

THE FLORIDA CENTER FOR EARLY CHILDHOOD

4620 17TH STREET
SARASOTA,FL34235 		NONE   TO SUPPORT THE FLORIDA CENTER'S EVENT TITLED THE THE DAYCARE MYTH: WHAT WE GET WRONG ABOUT EARLY CARE AND EDUCATION. 3,000

THE FLORIDA CENTER FOR EARLY CHILDHOOD

4620 17TH STREET
SARASOTA,FL34235 		NONE   TO SUPPORT THE ORGANIZATION'S ATTENDANCE AT THE CHILD ABUSE PREVENTION CONVENTION, 2025 7,500

THE FLORIDA HOLOCAUST MUSEUM

55 5TH STREET SOUTH
ST PETERSBURG,FL33701 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

THE GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION

1945 FRUITVILLE ROAD
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR COMMUNITY INSIGHT TRIP, 2025 2,500

THE GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION

1945 FRUITVILLE ROAD
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR OUTSTANDING LEADERSHIP AWARDS LUNCHEON, 2025 2,500

THE GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION

1945 FRUITVILLE ROAD
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR WOMEN AT WORK, 2025 2,700

THE GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION

1945 FRUITVILLE ROAD
SARASOTA,FL34236 		NONE   TO SUPPORT THE CHAMBER'S WORKFORCE TRAINING, ENTREPRENEURIAL SUPPORT, AND INTERNSHIP PROGRAMS. 100,000

THE GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION

1945 FRUITVILLE ROAD
SARASOTA,FL34236 		NONE   TO SUPPORT THE CHAMBER'S WORKFORCE TRAINING, ENTREPRENEURIAL SUPPORT, AND INTERNSHIP PROGRAMS. 600,000

THE JEWISH FEDERATION OF SARASOTA-MANATEE

580 MCINTOSH ROAD
SARASOTA,FL34232 		NONE   TO SUPPORT A TWO-PART TRAINING FOR THEIR STAFF FOCUSED ON STRENGTHENING DONOR STEWARDSHIP PRACTICES AND IMPROVING COMMUNICATION AND ENGAGEMENT WITH CURRENT AND PROSPECTIVE SUPPORTERS. 8,000

THE JEWISH FEDERATION OF SARASOTA-MANATEE

580 MCINTOSH ROAD
SARASOTA,FL34232 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 30,000

THE JOHN AND MABLE RINGLING MUSEUM OF ART FOUNDATION

5401 BAY SHORE ROAD
SARASOTA,FL34243 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

THE LITERACY COUNCIL OF SARASOTA

1750 17TH ST BLDG K-3
SARASOTA,FL34234 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

THE SALVATION ARMY SARASOTA COUNTY

10TH STREET
SARASOTA,FL34236 		NONE   GRANT TO SPONSOR THE GLITZ AT THE RITZ, 2025 1,250

THE SALVATION ARMY SARASOTA COUNTY

10TH STREET
SARASOTA,FL34236 		NONE   TO SUPPORT PROGRAMS FOR FAMILIES FACING HOMELESSNESS, ADDICTION, AND FINANCIAL STRUGGLES. 400,000

THE SARASOTA BALLET

5555 NORTH TAMIAMI TRAIL
SARASOTA,FL34243 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 85,000

THE SCHOOL DISTRICT OF DESOTO COUNTY

530 LA SOLONA AVENUE
ARCADIA,FL34266 		NONE   TO SUPPORT EARLY LEARNING AND KINDERGARTEN READINESS IN DESOTO COUNTY. 433,640

THE TWIG CARES

826 PINEBROOK ROAD
VENICE,FL342852328 		NONE   TO SPONSOR A RETREAT FOR FOSTER PARENTS. 2,500

TIDEWELL FOUNDATION

3550 S TAMIAMI TRAIL
SARASOTA,FL34239 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

TIKKUN HAYAM - REPAIR THE SEA

3225 S MACDILL AVENUE SUITE 129-18
TAMPA,FL33629 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

TREE FOUNDATION

2381 FRUITVILLE RD
SARASOTA,FL34237 		NONE   TO SUPPORT ENHANCEMENTS TO THE CANOPY WALKWAY AND VISITOR EXPERIENCE AT MYAKKA RIVER STATE PARK. 50,000

TRULY VALUED

PO BOX 1544
TALLEVAST,FL34270 		NONE   GRANT TO SPONSOR TASTE OF NEW ORLEANS, 2025 5,000

TURNING POINTS

701 17TH AVENUE WEST
BRADENTON,FL34205 		NONE   TO IMPROVE CLIENT COMMUNICATION AND EFFECTIVE DELIVERY OF SERVICES. 3,310

TURNING POINTS

701 17TH AVENUE WEST
BRADENTON,FL34205 		NONE   TO PROVIDE FAMILIES WITH ACCESS TO A RANGE OF FINANCIAL-STABILITY AND HOMELESSNESS-PREVENTION SERVICES DIRECTLY FROM TWO SCHOOL SITES IN MANATEE COUNTY. 450,000

TURNING POINTS

701 17TH AVENUE WEST
BRADENTON,FL34205 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 10,000

UNIDOSNOW

1750 17TH STREET C-2
SARASOTA,FL34234 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 11,000

UNIDOSNOW

1752 17TH STREET C-2
SARASOTA,FL34234 		NONE   TO EXPAND ITS FUTURE LEADERS ACADEMY COLLEGE AND CAREER READINESS PROGRAM AND BUILD ORGANIZATIONAL CAPACITY TO SERVE MORE FAMILIES. 350,000

UPWARD NOTES

3905 LAKESIDE ROAD 174
SARASOTA,FL342321114 		NONE   TO EXPAND THE CLASSICAL MUSIC AUDIENCE AND REACH MORE PEOPLE WITH THE HUMANIZING INFLUENCE OF ARTS AND CULTURE. 50,000

UPWARD NOTES

3904 LAKESIDE ROAD 174
SARASOTA,FL342321114 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 1,000

WE CARE MANATEE

353 6TH AVENUE WEST
BRADENTON,FL34205 		NONE   TO HELP MORE UNINSURED, LOW-INCOME RESIDENTS NAVIGATE THE HEALTHCARE SYSTEM AND ACCESS THE CARE THEY NEED. 300,000

WOMEN'S RESOURCE CENTER

340 SOUTH TUTTLE AVENUE
SARASOTA,FL34237 		NONE   TO SUPPORT CORE PROGRAMMING AND BUILD ORGANIZATIONAL CAPACITY. 60,000

WOMEN'S RESOURCE CENTER

340 SOUTH TUTTLE AVENUE
SARASOTA,FL34237 		NONE   TO SUPPORT ITS CORE PROGRAMMING AND STRENGTHEN ITS ABILITY TO TRACK AND ANALYZE CLIENT NEEDS AND OUTCOMES 375,000

YMCA OF SOUTHWEST FLORIDA

701 CENTER ROAD
VENICE,FL34285 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 35,000

YMCA OF SOUTHWEST FLORIDA

701 CENTER ROAD
VENICE,FL34285 		NONE   TO PROVIDE NOURISHING MEALS DURING THE SUMMER. 5,000

YMCA OF SOUTHWEST FLORIDA

701 CENTER ROAD
VENICE,FL34285 		NONE   TO SUPPORT QUALITY EARLY LEARNING AT SARASOTA COUNTY'S LARGEST CHILDCARE PROVIDER. 832,836

YMCA OF SOUTHWEST FLORIDA

701 CENTER ROAD
VENICE,FL34285 		NONE   TO SUPPORT THE YMCA'S EARLY LEARNING DIRECTORS COLLABORATIVE PROGRAM 353,029

CHICAGO BOTANIC GARDEN

1000 LAKE COOK ROAD
GLENCOE,IL60022 		NONE   TO SUPPORT THE SCIENCE CAREER CONTINUUM, WHICH CONNECTS STUDENTS FROM CHICAGO PUBLIC SCHOOLS WITH ENVIRONMENTAL-SCIENCE EDUCATION AND TRAINING PROGRAMS AT THE GARDEN. 30,000

CHICAGO ZOOLOGICAL SOCIETY

BROOKFIELD ZOO3300 GOLF ROAD
BROOKFIELD,IL60513 		NONE   TO SUPPORT THE SARASOTA DOLPHIN RESEARCH PROGRAM, THE LONGEST-RUNNING STUDY OF DOLPHINS IN THE WILD. 659,351

CITIZENS FOR CONSERVATION

459 WEST HIGHWAY 22
BARRINGTON,IL60010 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 25,000

DEERFIELD LIONS CLUB FOUNDATION

910 SKOKIE BOULEVARD SUITE 115
NORTHBROOK,IL600624032 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 5,000

JEWISH UNITED FUND

30 SOUTH WELLS STREET
CHICAGO,IL60606 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 25,000

MUSEUM OF SCIENCE AND INDUSTRY OF CHICAGO

5700 SOUTH DUSABLE LAKE SHORE DRIVE
CHICAGO,IL60637 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 100,000

RAVINIA FESTIVAL ASSOCIATION

418 SHERIDAN ROAD
HIGHLAND PARK,IL60035 		NONE   GRANT TO SPONSOR SUMMER CONCERT, 2025 60,000

THE CHICAGO LIGHTHOUSE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED

1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		NONE   GRANT TO SPONSOR THE ANNUAL GALA, 2025 10,000

TOTAL LINK TO COMMUNITY COOPERATIVE

1200 SHERMER ROAD SUITE 109
NORTHBROOK,IL60062 		NONE   MULTIPLE GRANTS TO SUPPORT THE ORGANIZATIONS GENERAL OPERATING CAPACITY. 20,000

THE CENTER FOR EFFECTIVE PHILANTHROPY

675 MASSACHUSETTS AVENUE 7TH FLOOR
CAMBRIDGE,MA02139 		NONE   TO FUND A GRANTEE PERCEPTION SURVEY. 32,500

NAACP EMPOWERMENT PROGRAMS

4805 MOUNT HOPE DRIVE
BALTIMORE,MD21215 		NONE   GRANT TO SPONSOR THE FREEDOM FUND DINNER, 2025 10,000

FOUNDATION FINANCIAL OFFICERS GROUP

19 MANTUA RD
MT ROYAL,NJ080611006 		NONE   TO SUPPORT THE ORGANIZATION'S GENERAL OPERATING CAPACITY. 2,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		NONE   GRANT TO SUPPORT THE ALAN BUEGELEISEN MID FLORIDA RESEARCH FUND, 2025 5,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

734 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		NONE   TO SUPPORT THE COHN WEIL MEMORIAL MS OUTING FOR RESEARCH, 2025 400,000
Total ................................. 3a 29,097,136
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 ........... 		    14 147,296  
4 Dividends and interest from securities ....     14 18,981,703  
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 11,004,749  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 30,133,748 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
30,133,748
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022866
Software Version: 2025v4.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CHARLES & MARGERY BARANCIK FOUNDATION INC
 
Employer identification number

36-3442474
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
CHARLES & MARGERY BARANCIK FOUNDATION INC
  		Employer identification number
36-3442474
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHARLES L BARANCIK TRUST CO NMC
 
520 LAKE COOK RD SUITE 280
 
DEERFIELD, IL600155643

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CHARLES & MARGERY BARANCIK FOUNDATION INC
  		Employer identification number

36-3442474
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CHARLES & MARGERY BARANCIK FOUNDATION INC
  		Employer identification number

36-3442474
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 25022866
Software Version: 2025v4.2

TY 2025 AccountingFeesSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KERKERING BARBERIO 20,475 10,238   10,238
1099.COM 246     246
TRIMNER BECKHAM 2,000 1,000   1,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 GainLossSaleOtherAssetsSch
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICLY TRADED SECURITIES WITH VARIOUS PURCHASE AND SALE DATES   P     32,000,000 20,995,251 AVERAGE COST   11,004,749  
                0 0 0

TY 2025 InvestmentsCorpBondsSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD EQUITY - SHORT TERM INVESTMENT GRADE FUND VFSIX #0858. # SHARES 3,558,686    
VANGUARD BOND FUND - MARKET INDEX FUND INSTITUTIONAL SHARES VBTIX #222. # SHARES 3,606,930    
VANGUARD EQUITY - SHORT TERM INVESTMENT GRADE FUND VFSIX #0858. # SHARES 3,469,310 36,673,332 36,497,137
VANGUARD BOND FUND - MARKET INDEX FUND INSTITUTIONAL SHARES VBTIX #222. # SHARES 3,702,182 39,586,533 36,170,315

TY 2025 InvestmentsCorpStockSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD EQUITY - TOTAL INTERNATIONAL STOCK INDEX FUND VTPSX #1870. # SHARES - 1,639,959    
VANGUARD EQUITY - TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS VSMPX #1871. # SHARES - 1,332,713    
VANGUARD EQUITY - TOTAL INTERNATIONAL STOCK INDEX FUND VTPSX #1870. # SHARES - 1,648,502 200,554,139 267,271,618
VANGUARD EQUITY - TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS VSMPX #1871. # SHARES - 1,266,648 221,515,308 387,834,976

TY 2025 InvestmentsGovtObligationsSch
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
US Government Securities - End of Year Book Value:

74,349,085
US Government Securities - End of Year Fair Market Value:

73,172,161
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 LegalFeesSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SHUMAKER LOOP & KENDRICK (EMPLOYMENT) 2,307     2,307


TY 2025 OtherExpensesSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 35,851     35,851
MARKETING & COMMUNICATIONS 3,198     3,198
OFFICE EXPENSE 214,847     214,847
TECHNOLOGY 108,921     108,921


TY 2025 OtherProfessionalFeesSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JOHN HANCOCK 401K PLAN FEES 7,274     7,274
TRPC - 401K PLAN FEES 3,140     3,140
DOMINION PAYROLL PROCESSING FEE 2,846     2,846
DEFINITY LLC 1,553     1,553
MERCER INVESTMENT MANAGEMENT 365,155 365,155   0
BONTERRA 12,500     12,500
CHAPMAN CONSULTING 5,500     5,500
CORE LEADERSHIP LLC 7,000     7,000
EXTENDIO RESOURCES + LLC 18,946     18,946
HUEBNER, MS. LAURIE 30,000     30,000
MARKETING FOR CHANGE CO. 19,518     19,518
PREP'ED ENTERPRISES LLC 4,025     4,025
RESULTS 1ST LLC 34,000     34,000
THE GREATER SARASOTA CHAMBER OF COMMERCE 1,140     1,140


TY 2025 TaxesSchedule
Name:
CHARLES & MARGERY BARANCIK FOUNDATION INC
EIN:
36-3442474
Software ID:
25022866
Software Version:
2025v4.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NET INVESTMENT INCOME TAX PAYMENTS (IRS) 437,987