GENSPIRATION FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GENSPIRATION FOUNDATION INC (EIN 81-5168277)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-26
- IRS object ID
- 202432399349100613
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-26T11:37:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E MARKET ST STE 720 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815168277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genspiration Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NOREEN SEGREST | InCareOfNm |
| Business Name Control | GENS | BusinessNameControlTxt |
| Phone | 8132278456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 18931 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33679 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOREEN SEGREST | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8132278456 | PhoneNum |
| Signature | 2024-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen Spalding | PreparerPersonNm |
| PTIN | P02105579 | PTIN |
| Phone | 3302555800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,220,093 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,395,830 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $562,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $562,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,668,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,500,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,668,150 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $147 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,626,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,230,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,721 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,576 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,145 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,364 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,106 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,258 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,362 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,978 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,278 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,278 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,610 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $186,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,153,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,134,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,214 | CashBOYAmt |
| Cash EOY | $6,921 | CashEOYAmt |
| Cash EOYFMV | $6,921 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,533,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,013,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,038,562 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,412,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,400,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,200,910 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,925,969 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,863,637 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,914,907 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,010,108 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,098,373 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,058,793 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,889,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,382,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,220,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,889,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,382,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,889,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,382,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,889,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,382,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,889,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,153,028 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,042,976 | SubtotalAmt |
| Other Decreases | $660,397 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,382,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK - LTCG | P | $3,912,865 | $1,314,911 | $2,597,424 | $2,597,954 |
| PUBLICLY TRADED STOCK - STCG | P | $586,651 | $516,841 | $69,810 | $69,810 |
| CAPITAL GAIN DIVIDENDS | P | $916 | |||
| CAPITAL GAIN DIVIDENDS | P | $916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,668,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,563 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,563 | SubtotalAmt |
| Tax Based On Investment Income | $43,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $43,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $66,418 | TotalPaymentsAndCreditsAmt |
| Overpayment | $22,855 | OverpaymentAmt |
| Applied To ES Tax | $22,855 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOREEN SEGREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132278456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 46121 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GENSHAFT JUDY L | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM JOEL D | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM STEVEN I | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| CAMPBELL AMELIA M | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| Greenbaum Bryan | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| SEGREST NOREEN | ||||||||
| PO BOX 46121 | TAMPA | FL | 33646 | CEO | 9.0 | $54,721 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,730,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,756,533 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,756,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,505,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $825,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $825,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,563 | TotalTaxAmt |
| Distributable Before Adj | $781,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $56,894 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $838,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $838,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,476 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $375,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $838,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $298,295 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $375,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $298,295 | AppliedToYear1Amt |
| Applied To Current Year | $77,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $761,409 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVE GREENBAUM JUDY GENSHAFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Tampa Bay InnovationHub | ||||||
| 1101 4th St S | St Petersburg | FL | 33701 | NONE | GENERAL OPERATIONAL EXPENSES | $75,000 |
| National Academy of Inventors | ||||||
| 3702 Spectrum Boulevard Suite 165 | Tampa | FL | 33612 | NONE | GENERAL OPERATIONAL EXPENSES | $77,100 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 1275 York Ave | New York | NY | 10065 | NONE | GENERAL OPERATIONAL EXPENSES | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $562,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,668,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,230,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,230,342 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Steve Greenbaum Judy Genshaft | |||||||
| 1 | 15603 Cheswick Court | Tampa | FL | 33647 | $3,595,830 | Yes (X) | |
| Steve Greenbaum Judy Genshaft | |||||||
| 2 | 15603 Cheswick Court | TAMPA | FL | 33602 | $1,800,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SEE ATTACHED | $3,595,830 | 2023-12-01 |
| 2 | SEE ATTACHED | $1,800,000 | 2023-12-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG | CategoryTxt |
| Amt | $8,725 | Amt |
| Net Investment Income | $4,362 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,363 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $6,863,637 | EOYBookValueAmt |
| EOYFMV | $6,914,907 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $8,400,508 | EOYBookValueAmt |
| EOYFMV | $9,200,910 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL WARD AND HENDERSON | CategoryTxt |
| Legal Fees | $42,364 | LegalFeesAmt |
| Net Investment Income | $5,106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,258 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC FLEXSHARES TR STOXX GLOBAL | $209,355 | $17,659 | $20,972 |
| MFO DFA INVT DIMENSIONS GR INC | $256,859 | $257,757 | $211,081 |
| MFC FLEXSHARES TR MORNINGSTAR | $543,894 | $822,957 | $826,740 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $660,397 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,368 | |
| OTHER EXPENSES | $1,610 | $1,610 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sec. 1411 Net Investment Income | Desc |
| Revenue And Expenses Per Books | $147 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $70,978 | Amt |
| Net Investment Income | $70,978 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $6,278 | Amt |
| Net Investment Income | $6,278 | NetInvestmentIncomeAmt |
Comments