FLORIDA TAXWATCH RESEARCH INSTITUTE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: FLORIDA TAXWATCH RESEARCH INSTITUTE INC (EIN 59-1918055)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2023-08-15
IRS object ID: 202332279349302028
Schema version: 2020v4.2
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
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-08-15T11:17:36-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721396621	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CARR RIGGS & INGRAM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2633 CENTENNIAL BLVD STE 200	AddressLine1Txt
City	TALLAHASSEE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32308	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	591918055	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FLORIDA TAXWATCH RESEARCH INSTITUTE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FLOR	BusinessNameControlTxt
Phone	8502225052	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 10209	AddressLine1Txt
City	TALLAHASSEE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32302	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOMINIC M CALABRO	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	8502225052	PhoneNum
Signature	2023-08-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DOMINIC	PersonFirstNm
Person Last	CALABRO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL C CARTER	PreparerPersonNm
PTIN	P00292302	PTIN
Phone	8508788777	PhoneNum
Preparation	2023-08-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	Yes (X)	AmendedReturnInd
Principal Officer	DOMINIC M CALABRO	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	106 N BRONOUGH ST	AddressLine1Txt
City	TALLAHASSEE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32301	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,495,391	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FLORIDATAXWATCH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1979	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THEMOST EFFICIENT USE OF TAXPAYER DOLLARS	ActivityOrMissionDesc
Voting Members Governing Body	103	VotingMembersGoverningBodyCnt
Voting Members Independent	99	VotingMembersIndependentCnt
Total Employee	18	TotalEmployeeCnt
Total Volunteers	99	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,781,392	PYContributionsGrantsAmt
CY Contributions Grants	$2,178,437	CYContributionsGrantsAmt
PY Program Service Revenue	$213,600	PYProgramServiceRevenueAmt
CY Program Service Revenue	$133,500	CYProgramServiceRevenueAmt
PY Investment Income	$26,490	PYInvestmentIncomeAmt
CY Investment Income	$11,470	CYInvestmentIncomeAmt
PY Other Revenue	$3,266	PYOtherRevenueAmt
CY Other Revenue	$321	CYOtherRevenueAmt
PY Total Revenue	$2,024,748	PYTotalRevenueAmt
CY Total Revenue	$2,323,728	CYTotalRevenueAmt
PY Grants And Similar Paid	$37,580	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$60,965	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,392,634	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,462,503	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$615,949	PYOtherExpensesAmt
CY Other Expenses	$534,685	CYOtherExpensesAmt
PY Total Expenses	$2,046,163	PYTotalExpensesAmt
CY Total Expenses	$2,058,153	CYTotalExpensesAmt
PY Revenues Less Expenses	-$21,415	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$265,575	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,404,864	TotalAssetsBOYAmt
Total Assets EOY	$3,664,172	TotalAssetsEOYAmt
Total Liabilities BOY	$136,508	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$166,778	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,268,356	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,497,394	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE CITIZENS WITH INDEPENDENT RESEARCH ON GOVERNMENT FISCAL POLICY AND TO PROMOTE THE MOST EFFICIENT USE OF TAXPAYER DOLLARS	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$260,473	ExpenseAmt
Grant	$60,965	GrantAmt
Revenue	$116,321	RevenueAmt
Desc	PRUDENTIAL PRODUCTIVITY AWARDS RECOGNIZES STATE WORKERS WHOSE INNOVATIONS IMPROVE THE DELIVERY OF GOVERNMENT SERVICES AND SAVE TAXPAYERS MONEY	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,637,321	ExpenseAmt
Desc	RESEARCHERS ANALYZE GOVERNMENTS AT THE STATE AND LOCAL LEVELS AND PRESENT REPORTS RECOMMENDING WAYS TO IMPROVE THE EFFICIENCY OF SPENDING PUBLIC MONIES FOR THE PROGRAMS THAT INCLUDE EDUCATION, ECONOMIC DEVELOPEMENT AND TAXATION	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$60,497	ExpenseAmt
Revenue	$17,500	RevenueAmt
Desc	GATHER THE LARGE BOARD OF TRUSTEES TOGETHER TWICE A YEAR TO DISCUSS THE DIRECTION, PROGRAMS, AND FUTURE OF THE INSTITUTE	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,958,291	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	18	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	103	GoverningBodyVotingMembersCnt
Independent Voting Member	99	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEITH DEAN CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8509803745	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 10209	AddressLine1Txt
City	TALLAHASSEE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32302	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (103 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MR DOMINIC M CALABRO
PRESIDENT & CEO	60.00	Yes (X)	Yes (X)	$311,058	$0	$89,312
MR IWAN MOHAMED
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MAURICIO GONZALEZ
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS MARGY GRANT
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MRS BELINDA KEISER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR PIYUSH A PATEL
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JAMES REPP
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JAMES HARRIS JR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR CHRIS HART
DIRECTOR	10.00	Yes (X)		$0	$0	$0
SENATOR PAT NEAL
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR BILL HERRLE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR WINSTON HOWELL
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR THOMAS HOBAN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR FRED KARLINSKY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID FAULKENBERRY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
REP KURT KELLY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
DR BILL KENT
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS NATALIE KING
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS APRIL SALTER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS ANN DUNCAN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JOHN KIRTLEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR STEVE L EVANS
DIRECTOR	25.00	Yes (X)		$60,000	$0	$0
MR JIM FOGLER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR WILLIAM E CARLSON JR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR CHARLES FRAZIER JR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR ED CANUP
DIRECTOR	10.00	Yes (X)		$0	$0	$0
SENATOR GEORGE LEMIEUX
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR GORDON BAILEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR BILL BARKER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
SPEAKER TOM FEENEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR THOMAS CRUMMY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR RICHARD BERKOWITZ
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JEFF BINKLEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVE MCINTOSH
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR COLIN BROWN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS MONESIA BROWN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS MARVA BROWN-JOHNSON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
DR MATTHEW MCARTER II
DIRECTOR	10.00	Yes (X)		$0	$0	$0
GOVERNOR BOB MARTINEZ
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID CASEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS STACY GROMATSKI
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS DHYANA ZIEGLER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR KRIS DAKE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS CLAUDIA DAVANT
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR ERIC EIKENBERG
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR T MARTIN FIORENTINO JR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
LT GOV JEFF KOTTKAMP
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JOHN FUMERO
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MICHAEL KOHNER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS LANA CHAMPION
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR CARL BAUMAN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MIKE STORK
DIRECTOR	10.00	Yes (X)		$0	$0	$0
DR FREDERICK LIPPMAN
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR BREWSTER BEVIS
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR CHARLES GRAY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR GREGORY ADAM
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID HULSE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR KEVIN HYDE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS ALLISON KINNEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR CHAD LOAR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS MARY MAYHEW
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR TROY MCNICHOLS
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS HOLLY MILLER JD
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR HARRY MOON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR TIMOTHY MOORE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR STEVEN MOULDS
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MICHAEL NACHEF
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID NICHOLSON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JORGE PESQUERA
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS MARY LOU RAJCHEL
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR EMMETT REED
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS CASSANDRA STEVENSON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR CRAIG SWYGERT
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID WHITAKER
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MICHAEL MADDALONI
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS SHELLY WEIR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR A PAUL ANDERSON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID ARMSTRONG
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR A RYALL MCMULLIN JR
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MICHAEL MINTON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR RAYMOND MONTELEONE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS KAREN MOORE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS MICHELLE A ROBINSON
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR PETER MOORE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS CYNTHIA O'CONNELL
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR MAX OLIGARIO
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR ED POZZUOLI
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS SAMIRA BECKWITH
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JOHN PROVENZANO
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DAVID RAMBA
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR ALEJANDRO SANCHEZ
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DANIEL MARTELL
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR BILL TALBERT
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JOHN THOMAS
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS DAWN WHITE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR W BRUCE O'DONOGHUE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MS KAREN LAKE
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR SCOTT SHALLEY
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR DOUG SMITH
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR JOHN SMITH
DIRECTOR	10.00	Yes (X)		$0	$0	$0
MR KURT WENNER
EMPLOYEE	40.00			$156,264	$0	$16,564	Yes (X)
ROBERT NAVE
EMPLOYEE	40.00			$117,500	$0	$22,508	Yes (X)
MR ROBERT E WEISSERT
EMPLOYEE	40.00			$174,167	$0	$31,684	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$818,989	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$160,068	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$224,177	GovernmentGrantsAmt
All Other Contributions	$1,954,260	AllOtherContributionsAmt
Total Contributions	$2,178,437	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PRUDENTIAL PRODUCTIVIT	900099	$116,000	$116,000
STATE OF THE TAXPAYER	900099	$17,500	$17,500

Field	Value	IRS element (for citing)
Total Program Service Revenue	$133,500	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,565	TotalRevenueColumnAmt
Exclusion	$4,565	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$178,568	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$171,663	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,905	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,905	TotalRevenueColumnAmt
Exclusion	$6,905	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$321	TotalRevenueColumnAmt
Related Or Exempt Func Income	$321	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$321	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,323,728	TotalRevenueColumnAmt
Related Or Exempt Func Income	$133,821	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$11,470	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$26,434	TotalAmt
Program Services	$26,434	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$34,531	TotalAmt
Program Services	$34,531	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$503,582	TotalAmt
Program Services	$478,403	ProgramServicesAmt
Management And General	$25,179	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$827,531	TotalAmt
Program Services	$786,154	ProgramServicesAmt
Management And General	$41,377	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$55,874	TotalAmt
Program Services	$53,080	ProgramServicesAmt
Management And General	$2,794	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$75,516	TotalAmt
Program Services	$71,740	ProgramServicesAmt
Management And General	$3,776	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,350	TotalAmt
Program Services	$42,132	ProgramServicesAmt
Management And General	$2,218	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$67,650	TotalAmt
Program Services	$64,267	ProgramServicesAmt
Management And General	$3,383	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$40,873	TotalAmt
Program Services	$38,829	ProgramServicesAmt
Management And General	$2,044	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$22,531	TotalAmt
Program Services	$21,404	ProgramServicesAmt
Management And General	$1,127	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$31,533	TotalAmt
Program Services	$29,956	ProgramServicesAmt
Management And General	$1,577	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$32,853	TotalAmt
Program Services	$31,210	ProgramServicesAmt
Management And General	$1,643	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$71,627	TotalAmt
Program Services	$68,046	ProgramServicesAmt
Management And General	$3,581	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8	TotalAmt
Program Services	$8	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$45,904	TotalAmt
Program Services	$43,609	ProgramServicesAmt
Management And General	$2,295	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$118,626	TotalAmt
Program Services	$112,695	ProgramServicesAmt
Management And General	$5,931	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
TELEPHONE AND CABLE	$20,820	$19,779	$1,041
PRESS AND COMMUNICATION	$15,259	$14,496	$763
DUES & SUBSCRIPTIONS	$14,031	$13,329	$702
HOSPITALITY	$8,500	$8,075	$425

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$120	TotalAmt
Program Services	$114	ProgramServicesAmt
Management And General	$6	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,058,153	TotalAmt
Program Services	$1,958,291	ProgramServicesAmt
Management And General	$99,862	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,434,449	BOYAmt
EOY	$760,854	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,026,131	BOYAmt
EOY	$906,807	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$19,386	BOYAmt
EOY	$17,785	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,625,606	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$764,564	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$899,898	BOYAmt
EOY	$861,042	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$1,117,684	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,000	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,404,864	BOYAmt
EOY	$3,664,172	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$136,508	BOYAmt
EOY	$109,553	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$57,225	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$136,508	BOYAmt
EOY	$166,778	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,993,963	BOYAmt
EOY	$2,671,199	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,274,393	BOYAmt
EOY	$826,195	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,268,356	BOYAmt
EOY	$3,497,394	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,404,864	BOYAmt
EOY	$3,664,172	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$265,575	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,335	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$45,872	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,198,834	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,977,303	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,923,253	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,781,392	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,178,437	CurrentTaxYearAmt
Total	$10,059,219	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$275,795	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$293,150	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$316,175	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$213,600	CurrentTaxYearMinus1YearAmt
Current Tax Year	$133,500	CurrentTaxYearAmt
Total	$1,232,220	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,474,629	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,270,453	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,239,428	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,994,992	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,311,937	CurrentTaxYearAmt
Total	$11,291,439	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,500	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$45,000	CurrentTaxYearAmt
Total	$147,500	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year	$448,300	CurrentTaxYearAmt
Total	$448,300	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,500	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$20,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$493,300	CurrentTaxYearAmt
Total	$595,800	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$10,695,639	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,867	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,507	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,104	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,986	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,565	CurrentTaxYearAmt
Total	$68,029	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,867	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,507	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,104	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,986	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,565	CurrentTaxYearAmt
Total	$68,029	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,002	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,746	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,294	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,266	CurrentTaxYearMinus1YearAmt
Current Tax Year	$321	CurrentTaxYearAmt
Total	$24,629	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,494,498	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,295,706	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,262,826	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,014,244	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,316,823	CurrentTaxYearAmt
Total	$11,384,097	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.93950	PublicSupportCY509Pct
Public Support PY509	0.98080	PublicSupportPY509Pct
Investment Income CY	0.00600	InvestmentIncomeCYPct
Investment Income PY	0.00730	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$270,000	OtherCostOrOtherBasisAmt
Book Value	$270,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$960,569	OtherCostOrOtherBasisAmt
Depreciation	$427,515	DepreciationAmt
Book Value	$533,054	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$233,060	OtherCostOrOtherBasisAmt
Depreciation	$188,299	DepreciationAmt
Book Value	$44,761	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$158,359	OtherCostOrOtherBasisAmt
Depreciation	$145,132	DepreciationAmt
Book Value	$13,227	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,618	OtherCostOrOtherBasisAmt
Depreciation	$3,618	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$861,042	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CERTIFICATES OF DEPOSIT	$248,175	F
MONEY MARKETS	$869,509	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,117,684	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,316,963	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$9,335	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$9,335	RevenueNotReportedAmt
Revenue Subtotal	$2,307,628	RevenueSubtotalAmt
Other Revenues Not Included	$16,100	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$16,100	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,323,728	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,058,153	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$2,058,153	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,058,153	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

THE FOUNDATION HAS IMPLEMENTED ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD [FASB] ASC 740, INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS ARE INTITIALLY RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. AS OF SEPTEMBER 30, 2021, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

UNREALIZED GAINS ADJUSTED BY ADUIT 16,100.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STANLEY G TATE FLORIDA PREPAID COLLEGE FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1801 HERMITAGE BOULEVARD STE 210	AddressLine1Txt
City	TALLAHASSEE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32308	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	593012202	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$26,434	CashGrantAmt
Purpose Of Grant	TO ASSIST WITH THE FUNDING OF THE FLORIDA PREPAID PROGRAM	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	PLA AWARDS.	GrantTypeTxt
Recipient	18	RecipientCnt
Cash Grant	$34,531	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION MAINTAINS CRITERIA GUIDELINES TO BE USED IN DETERMINING THE RECIPIENTS OF AWARDS. AWARD JUDGES REVIEW THE PERCENTAGE OF ACHIEVEMENT THAT WAS BEYOND THE NOMINEE'S JOB EXPECTATIONS IN DETERMINING THE AMOUNT OR LEVEL OF ASSISTANCE TO BE AWARDED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	SubstantiationRequiredInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MR DOMINIC M CALABRO
PRESIDENT & CEO	$273,558	$0	$37,500	$0	$0	$0	$47,466	$0	$41,846	$0	$400,370	$0	$0	$0
MR ROBERT E WEISSERT
EMPLOYEE	$174,167	$0	$0	$0	$0	$0	$23,161	$0	$8,523	$0	$205,851	$0	$0	$0
MR KURT WENNER
EMPLOYEE	$140,000	$0	$2,500	$0	$13,764	$0	$15,154	$0	$1,410	$0	$172,828	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	THE INSTITUTE PAYS FOR DOMINIC CALABRO'S GOVERNOR'S CLUB, TIGER BAY, AND THE ECONOMIC CLUB DUES AND ROBERT WEISSERT'S GOVERNOR'S CLUB AND THE ECONOMIC CLUB DUES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY A CPA FIRM AND IS REVIEWED BY THE ORGANIZATION'S PRESIDENT, CFO & CEO BEFORE BEING SUBMITTED TO THE IRS
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ENCOMPASSED IN THE BYLAWS, WHICH ARE MONITORED, AMENDED, AND APPROVED BY THE BOARD OF DIRECTORS
FORM 990, PART VI, SECTION B, LINE 15A	A COMPENSATION COMMITTEE, COMPOSED OF MEMBERS OF THE EXECUTIVE COMMITTEE, ANNUALLY MAKE A RECOMMENDATION FOR THE PRESIDENT & CEO'S SALARY FOR APPROVAL BY THE EXECUTIVE COMMITTEE. THE FULL BOARD OF TRUSTEES APPROVES THE PROPOSED BUDGET AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	OTHER CHANGES -45,872.
EXPLANATION FOR AMENDED 990	FORM 990 FOR THE PERIOD ENDING 9/30/2021 HAS BEEN AMENDED DUE TO THE ISSUANCE OF AUDITED FINANCIAL STATEMENTS FOR THE SAME PERIOD RESULTING IN THE NEED TO REVISE THE FOLLOWING AREAS OF THE 990. PART IV - LINES 11F, 12A ANSWERS REVISED ON AMENDED 990 PART VIII - REVENUE TOTAL AND BREAKDOWN UPDATED ON AMENDED 990 PART IX - EXPENSE TOTAL AND BREAKDOWN UPDATED ON AMENDED 990 PART X - ASSET TOTAL AND BREAKDOWN UPDATED ON AMENDED 990; LIABILITY TOTAL AND BREAKDOWN UPDATED ON AMENDED 990; NET ASSET TOTAL AND BREAKDOWN UPDATED ON AMENDED 990 PART XI - NET ASSET BREAKDOWN UPDATED AND OTHER CHANGES IN NET ASSETS ON AMENDED 990 PART XII - 2B THROUGH 2C ANSWERS REVISED ON AMENDED 990 SCHEDULE A - PART III - SCHEDULE UPDATED BECAUSE OF REVISIONS TO REVENUE ON AMENDED 990 SCHEDULE D - PARTS XI, XII, AND XIII - SCHEDULES COMPLETED AS REQUIRED ON AMENDED 990 SCHEDULE I - PART II - # OF 501C3 ORGANIZATIONS ANSWERED SCHEDULE O - UPDATED AS REQUIRED TO DISCLOSE CHANGES ON AMENDED 990

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	DAVIS PRODUCTIVITY AWARDS FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	106 N BRONOUGH STREET	AddressLine1Txt
City	TALLAHASSEE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32301	ZIPCd

Field	Value	IRS element (for citing)
EIN	455018571	EIN
Primary Activities	RECEIVE CONTRIBUTIONS FOR DPA AND PASS THROUGH FL TAXWATCH FOR DISTRIBUTION	PrimaryActivitiesTxt
Legal Domicile State	FL	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 10	PublicCharityStatusTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd