2023-07-31T14:30:22-04:00 2022-12-31 510597487 MCCLANATHAN BURG & ASSOCIATES LLC 150 2ND AVE N STE 600 SAINT PETERSBURG FL 337013346 990PF 2022-01-01 593395491 THE HOUGH FAMILY FOUNDATION INC HOUG 7278941040 100 - 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 SUSAN H HENRY PRESIDENT 7275781040 2023-07-31 true SUSAN HENRY XXX-XX-XXXX true JEFFREY P MCCLANATHAN P01032372 7278941040 2023-07-31 2022 2023-04-26 12:10:37Z X 102595740 X 5798773 320148 320148 1917451 1917451 -111476 13293831 9531 9531 7934427 2247130 3541 3541 22225 22225 427218 427218 48436 48436 1420 1420 502840 502840 0 7094266 6389276 7597106 502840 6389276 337321 1744290 1344304 1099834 1099834 87100 87100 179985 2171843 2097200 77867855 73741088 88453915 5837349 9673669 9155114 2909297 1702577 1702577 88138790 88476111 102595740 0 X 88138790 88476111 88138790 88476111 88138790 88476111 88138790 337321 88476111 88476111 SEE ATTACHED 2022 SCH. D-1 RBC 33266 D 1439154 1722641 -283487 -283487 405 MMM P 72508 61214 11294 11294 1723 PTON P 2022-06-14 16330 147112 -130782 -130782 SEE ATTACHED 2022 SCH. D-1 RBC 33266 P 2603339 2636202 -32863 -32863 275 PFE P 14809 9267 5542 5542 367 TDOC P 2022-04-29 12583 49907 -37324 -37324 SEE ATTACHED 2022 SCH. D-1 RBC 33266 P 3801724 3904825 -103101 -103101 160 SCHW P 14816 5431 9385 9385 636 MMM P 2022-01-07 113702 106343 7359 7359 SEE ATTACHED 2022 SCH. D-1 RBC 35768 P 51966 77064 -25098 -25098 550000 36179WR83 P 58817 63339 -4522 -4522 70 COP P 2022-06-14 7796 3884 3912 3912 SEE ATTACHED 2022 SCH. D-1 RBC 35768 D 969776 984967 -15191 -15191 590 GSST P 29768 29983 -215 -215 128 PTON P 2022-06-14 1235 12192 -10957 -10957 SEE ATTACHED 2022 SCH. D-1 RBC 35768 P 1933130 1938824 -5694 -5694 215 PTON P 2072 18891 -16819 -16819 36 TDOC P 2022-05-09 1130 4440 -3310 -3310 SEE ATTACHED 2022 SCH. D-1 RBC 36396 P 127883 148453 -20570 -20570 600 COP P 2022-06-14 66750 18287 48463 48463 90 MMM P 2022-01-07 16077 18204 -2127 -2127 SEE ATTACHED 2022 SCH. D-1 RBC 36396 P 1308260 894247 414013 414013 1369 PTON P 2022-06-14 13129 117026 -103897 -103897 330 BAC P 15318 8863 6455 6455 371 TDOC P 2022-04-29 12716 51612 -38896 -38896 6 COOCL P 15759 7046 8713 8713 626 MMM P 2022-01-07 111921 104748 7173 7173 420 COP P 43029 21082 21947 21947 650 COP P 2022-06-14 72041 25196 46845 46845 90 ETN P 14455 7290 7165 7165 1490 PTON P 2022-06-14 14216 127362 -113146 -113146 85 EXPE P 15181 9329 5852 5852 394 TDOC P 2022-04-29 13502 57128 -43626 -43626 26 GSST P 8976 5158 3818 3818 528 MMM P 2022-01-07 94377 88288 6089 6089 100 JPM P 14898 10576 4322 4322 700 COP P 2022-06-14 77181 38639 38542 38542 -241229 -225370 24246 24246 24246 87100 87100 62854 62854 false false false false false false true true FL true false false false false true N/A SUSAN H HENRY 7278941040 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 false false false false false false false false false false false false false false false false false false false false SUSAN H HENRY 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 PRESIDENT 20.00 0 0 0 W ROBB HOUGH JR 100 3RD STEET SOUTH SUITE 300 ST PETERSBURG FL 33701 SECRETARY 4.00 0 0 0 HELEN H FEINBERG 100 3RD STREET SOUTH ST PETERSBURG FL 33701 TREASURER 1.00 0 0 0 NONE NONE N/A 104112393 1454788 0 105567181 105567181 1583508 103983673 5199184 5199184 24246 24246 5174938 5174938 5174938 6389276 6389276 5174938 292801 292801 6389276 5174938 1214338 1507139 0 1507139 292801 1214338 X SUSAN H HENRY INFO@HOUGHFAMILYFOUNDATION.ORG THE FOUNDATION USES AN ONLINE APPLICATION FORM LOCATED AT HFFOUNDATION.PAPERFORM.CO AND ONLY MAKES GRANTS FOR THE BENEFIT OF ST. PETERSBURG, FLORIDA. BOY SCOUTS 13228 N CENTRAL AVE TAMPA FL 33612 NONE 509(A)(1) PINELLAS COUNTY, CAMP RENOVATIONS, 380000 BURG BASEBALL 1875 59TH CIR SOUTH ST PETERSBURG FL 33712 NONE 509(A)(1) OPERATIONAL SUPPORT 15600 CANTERBURY 990 62ND AVENUE NE ST PETERSBURG FL 33702 NONE 509(A)(1) SCHOLARSHIPS 250000 CANTERBURY ENDOWMENT DISTRIBUTION 990 62ND AVENUE NE ST PETERSBURG FL 33702 NONE 509(A)(1) OPERATIONAL SUPPORT 170000 SALVADOR DALI MUSEUM INC ONE DALI BLVD ST PETERSBURG FL 33701 NONE 509(A)(1) OPERATIONAL SUPPORT 25000 THE FIRST TEE OF ST PETERSBURG 3790 22ND AVE S ST PETERSBURG FL 33711 NONE 509(A)(1) AFTER SCHOOL ENRICHMENT 32400 ST PETERSBURG FREE CLINIC 863 3RD AVENUE NORTH ST PETERSBURG FL 33701 NONE 509(A)(1) FOOD BANK 250000 GREAT EXPLORATIONS 1925 4TH ST N ST PETERSBURG FL 33704 NONE 509(A)(1) OPERATIONAL SUPPORT 25000 HABITAT FOR HUMANITY 13355 49TH ST N STE B CLEARWATER FL 33762 NONE 509(A)(1) SO. ST. PETERSBURG PROPERTIES & TOWN 500000 JA TAMPA BAY 13707 N 22ND ST TAMPA FL 33613 NONE 509(A)(1) 3DE PROGRAM AT SPHS, GIBBS HS & LAKE 225000 JAMES MUSEUM 150 CENTRAL AVE ST PETERSBURG FL 33701 NONE 509(A)(1) HOUGH CURATORIAL ENDOWMENT 500000 JOHNS HOPKINS ALL CHILDRENS 501 6TH AVE S ST PETERSBURG FL 33701 NONE 509(A)(1) IBPS BRAIN RESEARCH 2164276 JOHNS HOPKINS ALL CHILDRENS 501 6TH AVE S ST PETERSBURG FL 33701 NONE 509(A)(1) HEALTHY WEIGHT INITIATIVE 200000 MOREAN ARTS CENTER 710 CENTRAL AVENUE ST PETERSBURG FL 33701 NONE 509(A)(1) WORD AND IMAGE PROGRAM 15000 PATHFINDER OUTDOOR EDUCATION 1310 22ND AVE S ST PETERSBURG FL 33705 NONE 509(A)(1) TREE CLIMBING INITIATIVE 12000 PINELLAS YOUTH SYMPHONY PO BOX 4106 SEMINOLE FL 33775 NONE 509(A)(1) OPERATIONAL SUPPORT 20000 READY FOR LIFE 2300 TALL PINES DR 100 LARGO FL 33771 NONE 509(A)(1) BUSS PASS PROGRAM 10000 ST PETERSBURG COLLEGE FOUNDATION PO BOX 13489 ST PETERSBURG FL 33733 NONE 509(A)(1) PALLADIUM 400000 SING OUT AND READ 1211 N WESTSHORE BLVD ST TAMPA FL 33607 NONE 509(A)(1) PINELLAS READING ENRICHMENT 50000 ST PETERSBURG COLLEGE PO BOX 13489 ST PETERSBURG FL 33733 NONE 509(A)(1) NURSING/WORKFORCE 400000 ST PETERSBURG MUSEUM OF HISTORY 335 2ND AVE NE ST PETERSBURG FL 33701 NONE 509(A)(1) OPERATIONAL SUPPORT 50000 ST PETERSBURG MUSEUM OF HISTORY 335 2ND AVE NE ST PETERSBURG FL 33701 NONE 509(A)(1) FLA STUDY - DIGITAL ARCHIVE 300000 SOUTHEASTERN GUIDE DOGS 4210 77TH ST E PALMETTO FL 34221 NONE 509(A)(1) VETERAN TEAM SCHOLARSHIP 50000 TAMPA BAY WATCH MARINE EDUCATION CE 3000 PINELLAS BAYWAY S TIERRA VERDE FL 33715 NONE 509(A)(1) LASSING PARK SHORELINE PROJECT 35000 THE FLORIDA ORCHESTRA 244 2ND AVE N STE 420 ST PETERSBURG FL 33701 NONE 509(A)(1) MASTERWORKS SERIES SPONSOR 200000 UF FOUNDATION INC 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 NONE 509(A)(1) HOUGH FAMILY FUND - PSP RESEARCH 65000 USMMA SAILING FOUNDATION INC 300 STEAMBOAT RD YOCUM SA KINGS POINT NY 11024 NONE 509(A)(1) ST PETE TRAINING CENTER MATCHING FUN 15000 VOICES OF HOPE FOR APHASIA 6798 CROSSWINDS DR N STE ST PETERSBURG FL 33710 NONE 509(A)(1) OPERATIONAL SUPPORT 30000 CASA PINELLAS 1011 FIRST AVE N ST PETERSBURG FL 33701 NONE 509(A)(1) OPERATIONAL SUPPORT 704990 7094266 14 320148 14 1917451 14 9531 18 -111476 2135654 2135654 false false false false false false false false false false X X 1 SUSAN HOUGH HENRY PH D 555 5TH AVE NE SUITE 924 ST PETERSBURG FL 33701 1000000 X 2 WILLIAM R HOUGH DECL OF TRUST 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 4798773 X ACCOUNTING & TAX PREP FEES 12500 12500 CONSULTANT COSTS 9725 9725 229000 ASSURED GUARANTY US HOLDINGS 229847 228723 550000 BANK OF AMERICA CORP DEP SHS 555641 539688 350000 BANK OF NY MELLON CORP DEPOSI 329723 298459 500000 BENCHMARK MTG TR SER 2018-B4 492871 470545 430000 CITIGROUP COML MTG TR SER 201 421978 407997 250000 COMM MTG TR SER 2014-LC15 CL 144862 136368 130,000 COMM MTG TR SER 2013-CCRE9 C 300000 CSAIL COML MTG TR SER 2016-C5 260469 270333 175000 CSFB MORTGAGE BACKED SERIES 2 2050 430 500000 CVS HEALTH CORP DUE 03/25/202 501648 484440 500000 ENBRIDGE INC DUE 01/15/2083 D 490000 496355 60000 FAIRFAX FINANCIAL HOLDING LTD 49502 63970 550000 G N M A PASS THRU POOLMA7711 423633 407683 760000 G N M A PASS THRU POOLMA8102 761648 741315 270000 GENERAL ELECTRIC COMPANY DUE 245701 265259 100000 GS MTG SECS TR SER 2013-GCJ16 92995 86347 305000 JEFFERIES GROUP LLC 303170 217230 530000 JPMORGAN CHASE & CO CALLABLE 499017 467063 130000 MORGAN STANLEY BAML TRUST SER 110878 107702 125000 MORGAN STANLEY CAP TR SER 201 131055 119611 495000 OWL ROCK CAP CORP OID DUE 01/ 509168 454890 750000 PNC FINL SVCS GROUP INC DEP S 743083 704715 375000 PROSPECT CAP CORP ORIGINAL IS 375420 328545 125,000 SCHWAB CORP NEW DUE 12/31/49 395000 SOUTHWEST AIRLINES COMPANY DU 407578 390540 515000 TRUIST FINL CORP PERPETUAL DU 493811 463629 8150 UTS AMERICAN ELECTRIC POWER CO 250000 VMWARE INC DUE 08/21/2027 251607 233673 140000 WELL FARGO COM MTG TR SER 201 311016 131893 300000 WELLS FARGO COML MTG SER 2015 215603 278052 210000 WELLS FARGO COML MTG TR SER 2 143019 196925 95000 WFRBS COML MTG TR SER 2013-C14 101338 93939 70000 WFRBS COML MTG TR SER 2013-C17 75338 68795 3M COMPANY ABBOTT LABORATORIES 781245 951111 ALIBABA GROUP HOLDING LTD. ALLSTATE CORP. 1374202 1896908 ALPHABET INC CLASS A 1150026 1828126 ALPHABET INC CLASS C 546933 894398 ALTABA, INC 13846 AMAZON.COM, INC. 2529585 2412480 AMGEN INC. 1868134 2318323 APPLE INC. 1377642 2605486 ARTISAN PARTNERS FDS INC. 1770168 2055700 BANK OF AMERICA CORP. 1288565 1749531 BARCLAYS PLC 131913 124605 BIOGEN INC. 2580297 2390650 BLACKROCK CORPORATE HIGH YIELD 339882 283230 BLACKROCK INC. 112476 411714 BLACKROCK INCOME TRUST 244085 168330 BOEING CO 799825 1019883 CARMAX INC 1287705 665832 CHARLES SCHWAB CORP 1338805 3197600 CHEVRON CORP. 1410224 2770608 CISCO SYSTEMS INC CITIGROUP INC. 1090855 1026314 CONOCOPHILLIPS 1058638 2732290 CVS HEALTH CORPORATION DOCUSIGN INC 43927 37686 EATON CORPORATION PLC 582431 1275376 EATON VANCE MUTUAL FUNDS 1036959 1000842 EBAY INC. 747222 825294 EMERSON ELECTRIC CO. 162864 307392 EXPEDIA GROUP INC. 1100433 1258462 FIDELITY SUMMER STR TR FIRST TRUST ABERDEEN GLOBAL FRANKLIN INVS SECS TR CONV SEC FD 792200 746884 GENERAL ELECTRIC 1169574 1348851 GILEAD SCIENCES INC. 1361423 1740351 GOLDMAN SACHS ETF TR ACCESS ULTRA SH GOLDMAN SACHS ETF TRUST 276502 279367 GOLDMAN SACHS GROUP INC. 1734380 3128879 IAC/INTERACTIVE CORP. 2305314 909756 INTEL CORP. 1924255 1028814 INTERCONTINENTAL EXCHANGE 1395647 1281144 INTERNATIONAL BUSINESS MACHINES CORP 517860 590893 INVESCO DEVELOPING MARKETS FUND 1544926 1278198 INVESCO OPPENHEIMER EMERGING MKTS IONIS PHARMACEUTICALS INC 175008 173138 ISHARES TRUST PREFERRED AND INCOME ISHARES TRUST ISHARES US TREASURY BO JOHNSON & JOHNSON 1368645 1860478 JP MORGAN CHASE 2259236 3695796 KEYCORP NEW 591483 917215 LORD ABBETT HIGH YIELD FD CL F LORD ABBETT FLOATING RATE FD 1039607 1011022 LORD ABBETT INVT TR ULTRA SHORT BD F LUMEN TECHNOLOGIES INC 1133803 521499 MARATHON PETE CORP 108390 526083 MATCH GROUP INC 17642 141896 MEDTRONIC PLC 1554242 1305851 MERCK & CO. INC. 168090 493173 META PLATFORMS INC CL A FKA FACEBOOK 1704956 1195578 MGM RESORTS INTL 1390183 2048448 MICROSOFT CORP. 1170413 2043027 NASDAQ INC 793916 1220865 NETFLIX COM INC. 1568519 1121429 NOBILITY HOMES INC PAYPAL HOLDINGS INC 1128038 725589 PELOTON INTERACTIVE, INC PEPSICO INC. 112962 307122 PFIZER, INC. 1383757 2102223 PUTNAM DIVERSIFIED INCOME TRUST PUTNAM ULTRA SHORT DURATION INCOME ( QUALCOMM INC. 481521 695261 RADIAN GROUP 1135309 1426836 SEAGEN INC FKA SEATTLE GENETICS INC. 1481420 1473367 SHELL PLC 1590255 2542647 SOUTHWEST AIRLINES CO. 1089099 865454 T ROWE PRICE NEW HORIONS FUND INC TCW FDS INC. EMERGING MARKETS TCW TOTAL RETURN BOND FD 381744 301018 TELADOC HEALTH INC TEXAS INSTRUMENTS, INC. 1237283 2262192 TRUST FINANCIAL (FKA BB&T CORP.) 2368068 2761278 UBER TECHNOLOGIES 1335264 969095 UNITED PARCEL SVC INC CLASS B 172635 391662 VANGUARD TREASURY MONEY MARKET 805000 805000 VERTEX PHARMACEUTICALS 1372327 1811228 VIATRIS INC 101178 86725 VIMEO INC VMWARE INC CL A 351080 354163 WAYFAIR INC 839084 363895 WELLS FARGO & CO 1553809 1378508 WESTERN ASSET EMERGING MKTS 2171843 2097200 NR - CANTERBURY SCHOOL AT COST 1702577 1702577 1901 ARLINGTON AVE LLC AT COST LEGAL FEES 3541 3541 EXPENSES DUES - ASSN. SMALL FOUNDATION 795 795 DOMAIN, SOFTWARE & OTHER IT C 625 625 OTHER INCOME 9531 9531 INVESTMENT FEES 427218 427218 FEDERAL TAX EXPENSE 48236 48236 ANNUAL REPORT 200 200