DEBARTOLO FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEBARTOLO FAMILY FOUNDATION (EIN 31-1739677)
- Tax period
- 2022-02-01 to 2023-01-31
- Filed
- 2023-09-07
- IRS object ID
- 202312509349100836
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-07T18:34:39-05:00 | ReturnTs |
| Tax Period End | 2023-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340652556 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID S MALLITZ VP-TAX DEBARTOLO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOLDINGS LLC 3820 NORTHDALE BLVD | AddressLine1Txt |
| City | SUITE B TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311739677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBARTOLO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBA | BusinessNameControlTxt |
| Phone | 8139088400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 NORTHDALE BLVD STE 100B | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D PALERMO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8139088400 | PhoneNum |
| Signature | 2023-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | PALERMO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S MALLITZ | PreparerPersonNm |
| PTIN | P01456580 | PTIN |
| Phone | 8139088400 | PhoneNum |
| Preparation | 2023-08-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,235,994 | 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 | $5,609,138 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $58,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$53,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,320,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,664 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,616,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,619 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $31 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $55 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $822 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $198,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,079 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $211,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,238 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $683,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,933,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $450,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,478,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,478,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,681,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,587,449 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,757,562 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,132,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,065,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,235,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,132,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,065,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,132,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,065,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,132,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,065,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,132,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,933,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,065,942 | SubtotalAmt |
| Other Decreases | $61 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,065,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (199 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300 SH GILD | 2021-06-10 | 2022-02-02 | $19,651 | $20,841 | -$1,190 | -$1,190 | |
| 63 SH AMGN | 2019-06-04 | 2022-02-08 | $15,185 | $10,927 | $4,258 | $4,258 | |
| 501 SH STX | 2020-11-19 | 2022-02-15 | $55,025 | $27,624 | $27,401 | $27,401 | |
| 2220 SH ERIC | 2020-08-27 | 2022-02-24 | $21,600 | $26,421 | -$4,821 | -$4,821 | |
| 153 SH BABA | 2017-08-17 | 2022-03-11 | $13,481 | $25,079 | -$11,598 | -$11,598 | |
| 47 SH BABA | 2017-12-19 | 2022-03-11 | $4,141 | $8,035 | -$3,894 | -$3,894 | |
| 102 SH BIDU | 2020-04-17 | 2022-03-11 | $12,515 | $10,708 | $1,807 | $1,807 | |
| 701 SH SYF | 2021-10-13 | 2022-04-06 | $25,152 | $33,732 | -$8,580 | -$8,580 | |
| 408 SH BAH | 2021-02-09 | 2022-04-22 | $36,179 | $33,450 | $2,729 | $2,729 | |
| 177 SH SWK | 2021-02-03 | 2022-05-20 | $20,066 | $30,780 | -$10,714 | -$10,714 | |
| 330 SH US STEEL | 2020-04-27 | 2022-06-08 | $8,283 | $2,342 | $5,941 | $5,941 | |
| 330 SH BALL | 2020-08-28 | 2022-06-09 | $23,497 | $26,476 | -$2,979 | -$2,979 | |
| 112 SH TXG | 2020-05-05 | 2022-06-10 | $4,613 | $8,807 | -$4,194 | -$4,194 | |
| 17899.761 SH LLDYX | 2021-08-11 | 2022-06-10 | $70,346 | $75,000 | -$4,654 | -$4,654 | |
| 21.766 SH LLDYX | 2021-08-31 | 2022-06-10 | $86 | $91 | -$5 | -$5 | |
| 33.809 SH LLDYX | 2021-09-30 | 2022-06-10 | $133 | $142 | -$9 | -$9 | |
| 33.487 SH LLDYX | 2021-10-29 | 2022-06-10 | $132 | $140 | -$8 | -$8 | |
| 34.762 SH LLDYX | 2021-11-30 | 2022-06-10 | $137 | $145 | -$8 | -$8 | |
| 34.217 SH LLDYX | 2021-12-31 | 2022-06-10 | $134 | $142 | -$8 | -$8 | |
| 35.934 SH LLDYX | 2022-01-31 | 2022-06-10 | $141 | $148 | -$7 | -$7 | |
| 21.135 SH LLDYX | 2022-02-28 | 2022-06-10 | $83 | $86 | -$3 | -$3 | |
| 42.226 SH LLDYX | 2022-03-31 | 2022-06-10 | $166 | $170 | -$4 | -$4 | |
| 44.518 SH LLDYX | 2022-04-29 | 2022-06-10 | $175 | $177 | -$2 | -$2 | |
| 45.106 SH LLDYX | 2022-05-31 | 2022-06-10 | $177 | $179 | -$2 | -$2 | |
| 64 SH NFLX | 2021-06-23 | 2022-06-10 | $11,721 | $32,825 | -$21,104 | -$21,104 | |
| 589 SH TSP | 2021-11-01 | 2022-06-10 | $4,460 | $23,042 | -$18,582 | -$18,582 | |
| 670 SH US STEEL | 2020-04-27 | 2022-06-10 | $14,775 | $4,754 | $10,021 | $10,021 | |
| 257 SH UNITY SOFTWARE | 2021-12-16 | 2022-06-10 | $9,532 | $34,374 | -$24,842 | -$24,842 | |
| 8335.079 SH CCAPX | 2020-08-06 | 2022-06-13 | $110,440 | $101,105 | $9,335 | $9,335 | |
| 9.895 SH CCAPX | 2020-12-30 | 2022-06-13 | $131 | $148 | -$17 | -$17 | |
| 133.649 SH CCAPX | 2021-12-22 | 2022-06-13 | $1,771 | $2,073 | -$302 | -$302 | |
| 160.712 SH CCAPX | 2021-12-22 | 2022-06-13 | $2,129 | $2,493 | -$364 | -$364 | |
| 79.88 SH CCAPX | 2021-12-30 | 2022-06-13 | $1,058 | $1,243 | -$185 | -$185 | |
| 8.358 SH CCAPX | 2022-02-25 | 2022-06-13 | $111 | $124 | -$13 | -$13 | |
| 11.513 SH CCAPX | 2022-03-30 | 2022-06-13 | $153 | $173 | -$20 | -$20 | |
| 11.326 SH CCAPX | 2022-05-27 | 2022-06-13 | $150 | $160 | -$10 | -$10 | |
| 989 SH FTGC | 2021-02-19 | 2022-06-13 | $29,175 | $21,156 | $8,019 | $8,019 | |
| 560 SH GSK PLC ADR | 2020-02-27 | 2022-06-13 | $23,897 | $23,444 | $453 | $453 | |
| 990 SH FTGC | 2021-02-19 | 2022-06-14 | $28,853 | $21,177 | $7,676 | $7,676 | |
| 493 SH SONO | 2020-09-03 | 2022-06-16 | $9,019 | $6,641 | $2,378 | $2,378 | |
| 536 SH SONO | 2020-09-16 | 2022-06-16 | $9,806 | $7,676 | $2,130 | $2,130 | |
| 1153 SH GDX | 2021-05-10 | 2022-06-16 | $34,276 | $43,583 | -$9,307 | -$9,307 | |
| 75 SH ELV | 2019-03-26 | 2022-06-22 | $35,179 | $21,440 | $13,739 | $13,739 | |
| 52 SH ELV | 2019-04-15 | 2022-06-22 | $24,391 | $13,357 | $11,034 | $11,034 | |
| 23 SH ELV | 2019-04-18 | 2022-06-22 | $10,788 | $5,537 | $5,251 | $5,251 | |
| 400 SH REMX | 2021-01-08 | 2022-07-12 | $31,410 | $30,040 | $1,370 | $1,370 | |
| 1430.151 SH NCIAX | 2020-02-24 | 2022-07-26 | $27,201 | $33,337 | -$6,136 | -$6,136 | |
| 10.695 SH NCIAX | 2020-03-20 | 2022-07-26 | $203 | $190 | $13 | $13 | |
| 22.894 SH NCIAX | 2020-06-17 | 2022-07-26 | $435 | $530 | -$95 | -$95 | |
| 16.932 SH NCIAX | 2020-06-17 | 2022-07-26 | $322 | $392 | -$70 | -$70 | |
| 11.225 SH NCIAX | 2020-06-17 | 2022-07-26 | $214 | $260 | -$46 | -$46 | |
| 3.651 SH NCIAX | 2020-09-22 | 2022-07-26 | $69 | $95 | -$26 | -$26 | |
| 50.956 SH NCIAX | 2020-12-11 | 2022-07-26 | $969 | $1,485 | -$516 | -$516 | |
| 13.853 SH NCIAX | 2020-12-11 | 2022-07-26 | $263 | $404 | -$141 | -$141 | |
| 6.432 SH NCIAX | 2020-12-11 | 2022-07-26 | $122 | $187 | -$65 | -$65 | |
| 4.328 SH NCIAX | 2021-03-18 | 2022-07-26 | $82 | $134 | -$52 | -$52 | |
| 37.071 SH NCIAX | 2021-06-18 | 2022-07-26 | $705 | $1,068 | -$363 | -$363 | |
| 87.957 SH NCIAX | 2021-06-18 | 2022-07-26 | $1,673 | $2,535 | -$862 | -$862 | |
| 3.073 SH NCIAX | 2021-06-18 | 2022-07-26 | $58 | $89 | -$31 | -$31 | |
| 4.382 SH NCIAX | 2021-09-21 | 2022-07-26 | $83 | $128 | -$45 | -$45 | |
| 208.036 SH NCIAX | 2021-12-14 | 2022-07-26 | $3,957 | $5,151 | -$1,194 | -$1,194 | |
| 9.296 SH NCIAX | 2021-12-14 | 2022-07-26 | $177 | $230 | -$53 | -$53 | |
| 5.01 SH NCIAX | 2021-12-14 | 2022-07-26 | $95 | $124 | -$29 | -$29 | |
| 6.246 SH NCIAX | 2022-03-18 | 2022-07-26 | $119 | $148 | -$29 | -$29 | |
| 151.068 SH NCIAX | 2022-06-21 | 2022-07-26 | $2,873 | $2,775 | $98 | $98 | |
| 15.368 SH NCIAX | 2022-06-21 | 2022-07-26 | $292 | $282 | $10 | $10 | |
| 318 SH TNDM | 2021-02-02 | 2022-08-16 | $17,296 | $30,361 | -$13,065 | -$13,065 | |
| 215 SH MTCH | 2020-08-11 | 2022-08-22 | $12,706 | $25,299 | -$12,593 | -$12,593 | |
| 35 SH MTCH | 2020-08-28 | 2022-08-22 | $2,068 | $3,884 | -$1,816 | -$1,816 | |
| 7192.791 SH DDFLX | 2019-12-10 | 2022-09-02 | $56,823 | $50,879 | $5,944 | $5,944 | |
| 3315.65 SH DDFLX | 2020-04-09 | 2022-09-02 | $26,194 | $24,851 | $1,343 | $1,343 | |
| 24.815 SH DDFLX | 2020-04-22 | 2022-09-02 | $196 | $186 | $10 | $10 | |
| 46.648 SH DDFLX | 2020-05-22 | 2022-09-02 | $369 | $352 | $17 | $17 | |
| 35.351 SH DDFLX | 2020-06-22 | 2022-09-02 | $279 | $275 | $4 | $4 | |
| 32.776 SH DDFLX | 2020-07-22 | 2022-09-02 | $259 | $257 | $2 | $2 | |
| 39.13 SH DDFLX | 2020-08-21 | 2022-09-02 | $309 | $309 | $0 | $0 | |
| 34.424 SH DDFLX | 2020-09-22 | 2022-09-02 | $272 | $273 | -$1 | -$1 | |
| 50.23 SH DDFLX | 2020-10-30 | 2022-09-02 | $397 | $396 | $1 | $1 | |
| 35.709 SH DDFLX | 2020-11-30 | 2022-09-02 | $282 | $287 | -$5 | -$5 | |
| 36.952 SH DDFLX | 2020-12-31 | 2022-09-02 | $292 | $299 | -$7 | -$7 | |
| 36.251 SH DDFLX | 2021-01-29 | 2022-09-02 | $286 | $296 | -$10 | -$10 | |
| 36.868 SH DDFLX | 2021-02-26 | 2022-09-02 | $291 | $302 | -$11 | -$11 | |
| 33.933 SH DDFLX | 2021-03-31 | 2022-09-02 | $268 | $278 | -$10 | -$10 | |
| 35.154 SH DDFLX | 2021-04-30 | 2022-09-02 | $278 | $289 | -$11 | -$11 | |
| 39.09 SH DDFLX | 2021-05-28 | 2022-09-02 | $309 | $322 | -$13 | -$13 | |
| 35.165 SH DDFLX | 2021-06-30 | 2022-09-02 | $278 | $290 | -$12 | -$12 | |
| 32.125 SH DDFLX | 2021-07-30 | 2022-09-02 | $254 | $264 | -$10 | -$10 | |
| 35.965 SH DDFLX | 2021-08-31 | 2022-09-02 | $284 | $296 | -$12 | -$12 | |
| 33.046 SH DDFLX | 2021-09-30 | 2022-09-02 | $261 | $273 | -$12 | -$12 | |
| 37.052 SH DDFLX | 2021-10-29 | 2022-09-02 | $293 | $306 | -$13 | -$13 | |
| 49.582 SH DDFLX | 2021-11-30 | 2022-09-02 | $392 | $408 | -$16 | -$16 | |
| 34.733 SH DDFLX | 2021-12-31 | 2022-09-02 | $274 | $287 | -$13 | -$13 | |
| 34.245 SH DDFLX | 2022-01-31 | 2022-09-02 | $271 | $282 | -$11 | -$11 | |
| 25.139 SH DDFLX | 2022-02-28 | 2022-09-02 | $199 | $206 | -$7 | -$7 | |
| 31.015 SH DDFLX | 2022-03-31 | 2022-09-02 | $245 | $253 | -$8 | -$8 | |
| 32.16 SH DDFLX | 2022-04-29 | 2022-09-02 | $254 | $262 | -$8 | -$8 | |
| 36.482 SH DDFLX | 2022-05-31 | 2022-09-02 | $288 | $289 | -$1 | -$1 | |
| 40.551 SH DDFLX | 2022-06-30 | 2022-09-02 | $320 | $313 | $7 | $7 | |
| 51.648 SH DDFLX | 2022-07-29 | 2022-09-02 | $408 | $408 | $0 | $0 | |
| 54.487 SH DDFLX | 2022-08-31 | 2022-09-02 | $430 | $432 | -$2 | -$2 | |
| 400 SH NCR | 2022-08-19 | 2022-09-19 | $9,127 | $13,094 | -$3,967 | -$3,967 | |
| 575 SH NCR | 2021-08-04 | 2022-09-19 | $13,120 | $23,402 | -$10,282 | -$10,282 | |
| 250 SH NCR | 2021-08-04 | 2022-09-19 | $5,704 | $10,039 | -$4,335 | -$4,335 | |
| 1627 SH PROSHARES TR | 2022-08-01 | 2022-09-28 | $27,399 | $24,556 | $2,843 | $2,843 | |
| 1220 SH PROSHARES TR | 2022-08-01 | 2022-10-04 | $20,114 | $18,413 | $1,701 | $1,701 | |
| 1831 SH PROSHARES TR | 2022-08-01 | 2022-10-05 | $30,176 | $27,634 | $2,542 | $2,542 | |
| 575 SH CITIGROUP INC NEW | 2017-01-24 | 2022-10-10 | $23,891 | $32,763 | -$8,872 | -$8,872 | |
| 50 SH CITIGROUP INC NEW | 2020-12-15 | 2022-10-10 | $2,077 | $2,986 | -$909 | -$909 | |
| 1832 SH PROSHARES TR | 2022-08-01 | 2022-10-12 | $31,513 | $27,649 | $3,864 | $3,864 | |
| 4464.286 SH ANGIX | 2016-11-29 | 2022-11-22 | $38,616 | $50,000 | -$11,384 | -$11,384 | |
| 1006.609 SH ANGIX | 2017-12-05 | 2022-11-22 | $8,707 | $11,355 | -$2,648 | -$2,648 | |
| 2915.452 SH ANGIX | 2020-12-03 | 2022-11-22 | $25,219 | $30,000 | -$4,781 | -$4,781 | |
| 3.431 SH ANGIX | 2016-12-28 | 2022-11-22 | $30 | $38 | -$8 | -$8 | |
| 22.07 SH ANGIX | 2016-12-30 | 2022-11-22 | $191 | $247 | -$56 | -$56 | |
| 17.559 SH ANGIX | 2017-01-31 | 2022-11-22 | $152 | $198 | -$46 | -$46 | |
| 19.954 SH ANGIX | 2017-02-28 | 2022-11-22 | $173 | $225 | -$52 | -$52 | |
| 23.091 SH ANGIX | 2017-03-31 | 2022-11-22 | $200 | $260 | -$60 | -$60 | |
| 21.709 SH ANGIX | 2017-04-28 | 2022-11-22 | $188 | $244 | -$56 | -$56 | |
| 21.335 SH ANGIX | 2017-05-31 | 2022-11-22 | $185 | $241 | -$56 | -$56 | |
| 20.384 SH ANGIX | 2017-06-30 | 2022-11-22 | $176 | $230 | -$54 | -$54 | |
| 21.175 SH ANGIX | 2017-07-31 | 2022-11-22 | $183 | $239 | -$56 | -$56 | |
| 20.688 SH ANGIX | 2017-08-31 | 2022-11-22 | $179 | $234 | -$55 | -$55 | |
| 19.207 SH ANGIX | 2017-09-29 | 2022-11-22 | $166 | $217 | -$51 | -$51 | |
| 19.85 SH ANGIX | 2017-10-31 | 2022-11-22 | $172 | $225 | -$53 | -$53 | |
| 17.48 SH ANGIX | 2017-11-30 | 2022-11-22 | $151 | $197 | -$46 | -$46 | |
| 21.613 SH ANGIX | 2017-12-29 | 2022-11-22 | $187 | $243 | -$56 | -$56 | |
| 21.516 SH ANGIX | 2018-01-31 | 2022-11-22 | $186 | $242 | -$56 | -$56 | |
| 20.777 SH ANGIX | 2018-02-28 | 2022-11-22 | $180 | $232 | -$52 | -$52 | |
| 22.822 SH ANGIX | 2018-03-29 | 2022-11-22 | $197 | $256 | -$59 | -$59 | |
| 22.667 SH ANGIX | 2018-04-30 | 2022-11-22 | $196 | $254 | -$58 | -$58 | |
| 24.044 SH ANGIX | 2018-05-31 | 2022-11-22 | $208 | $270 | -$62 | -$62 | |
| 24.45 SH ANGIX | 2018-06-29 | 2022-11-22 | $211 | $274 | -$63 | -$63 | |
| 25.311 SH ANGIX | 2018-07-31 | 2022-11-22 | $219 | $283 | -$64 | -$64 | |
| 25.097 SH ANGIX | 2018-08-31 | 2022-11-22 | $217 | $281 | -$64 | -$64 | |
| 23.387 SH ANGIX | 2018-09-28 | 2022-11-22 | $202 | $261 | -$59 | -$59 | |
| 25.377 SH ANGIX | 2018-10-31 | 2022-11-22 | $220 | $282 | -$62 | -$62 | |
| 25.212 SH ANGIX | 2018-11-30 | 2022-11-22 | $218 | $280 | -$62 | -$62 | |
| 26.218 SH ANGIX | 2018-12-31 | 2022-11-22 | $227 | $289 | -$62 | -$62 | |
| 23.412 SH ANGIX | 2019-01-31 | 2022-11-22 | $203 | $258 | -$55 | -$55 | |
| 23.278 SH ANGIX | 2019-02-28 | 2022-11-22 | $201 | $257 | -$56 | -$56 | |
| 25.857 SH ANGIX | 2019-03-29 | 2022-11-22 | $224 | $285 | -$61 | -$61 | |
| 25.135 SH ANGIX | 2019-04-30 | 2022-11-22 | $217 | $277 | -$60 | -$60 | |
| 25.984 SH ANGIX | 2019-05-31 | 2022-11-22 | $225 | $288 | -$63 | -$63 | |
| 24.774 SH ANGIX | 2019-06-28 | 2022-11-22 | $214 | $274 | -$60 | -$60 | |
| 25.344 SH ANGIX | 2019-07-31 | 2022-11-22 | $219 | $281 | -$62 | -$62 | |
| 23.947 SH ANGIX | 2019-08-30 | 2022-11-22 | $207 | $266 | -$59 | -$59 | |
| 23.757 SH ANGIX | 2019-09-30 | 2022-11-22 | $206 | $263 | -$57 | -$57 | |
| 24.444 SH ANGIX | 2019-10-31 | 2022-11-22 | $211 | $271 | -$60 | -$60 | |
| 23.279 SH ANGIX | 2019-11-29 | 2022-11-22 | $201 | $258 | -$57 | -$57 | |
| 25.159 SH ANGIX | 2019-12-31 | 2022-11-22 | $218 | $278 | -$60 | -$60 | |
| 24.126 SH ANGIX | 2020-01-31 | 2022-11-22 | $209 | $267 | -$58 | -$58 | |
| 23.268 SH ANGIX | 2020-02-28 | 2022-11-22 | $201 | $258 | -$57 | -$57 | |
| 28.976 SH ANGIX | 2020-03-31 | 2022-11-22 | $251 | $276 | -$25 | -$25 | |
| 26.975 SH ANGIX | 2020-04-30 | 2022-11-22 | $233 | $267 | -$34 | -$34 | |
| 27.602 SH ANGIX | 2020-05-29 | 2022-11-22 | $239 | $276 | -$37 | -$37 | |
| 26.276 SH ANGIX | 2020-06-30 | 2022-11-22 | $227 | $265 | -$38 | -$38 | |
| 25.487 SH ANGIX | 2020-07-31 | 2022-11-22 | $220 | $258 | -$38 | -$38 | |
| 24.652 SH ANGIX | 2020-08-31 | 2022-11-22 | $213 | $250 | -$37 | -$37 | |
| 23.929 SH ANGIX | 2020-09-30 | 2022-11-22 | $207 | $245 | -$38 | -$38 | |
| 24.638 SH ANGIX | 2020-10-30 | 2022-11-22 | $213 | $252 | -$39 | -$39 | |
| 23.405 SH ANGIX | 2020-11-30 | 2022-11-22 | $202 | $241 | -$39 | -$39 | |
| 31.21 SH ANGIX | 2020-12-31 | 2022-11-22 | $270 | $323 | -$53 | -$53 | |
| 31.334 SH ANGIX | 2021-01-29 | 2022-11-22 | $271 | $326 | -$55 | -$55 | |
| 32.11 SH ANGIX | 2021-02-26 | 2022-11-22 | $278 | $334 | -$56 | -$56 | |
| 34.856 SH ANGIX | 2021-03-31 | 2022-11-22 | $302 | $361 | -$59 | -$59 | |
| 35.114 SH ANGIX | 2021-04-30 | 2022-11-22 | $304 | $365 | -$61 | -$61 | |
| 37.045 SH ANGIX | 2021-05-28 | 2022-11-22 | $320 | $386 | -$66 | -$66 | |
| 36.023 SH ANGIX | 2021-06-30 | 2022-11-22 | $312 | $375 | -$63 | -$63 | |
| 38.068 SH ANGIX | 2021-07-30 | 2022-11-22 | $329 | $397 | -$68 | -$68 | |
| 41.49 SH ANGIX | 2021-08-31 | 2022-11-22 | $359 | $432 | -$73 | -$73 | |
| 38.551 SH ANGIX | 2021-09-30 | 2022-11-22 | $333 | $401 | -$68 | -$68 | |
| 39.106 SH ANGIX | 2021-10-29 | 2022-11-22 | $338 | $406 | -$68 | -$68 | |
| 38.892 SH ANGIX | 2021-11-30 | 2022-11-22 | $336 | $402 | -$66 | -$66 | |
| 18.827 SH ANGIX | 2021-12-29 | 2022-11-22 | $163 | $194 | -$31 | -$31 | |
| 39.679 SH ANGIX | 2021-12-31 | 2022-11-22 | $343 | $408 | -$65 | -$65 | |
| 38.565 SH ANGIX | 2022-01-31 | 2022-11-22 | $334 | $394 | -$60 | -$60 | |
| 35.094 SH ANGIX | 2022-02-28 | 2022-11-22 | $304 | $355 | -$51 | -$51 | |
| 40.346 SH ANGIX | 2022-03-31 | 2022-11-22 | $349 | $399 | -$50 | -$50 | |
| 37.504 SH ANGIX | 2022-04-29 | 2022-11-22 | $324 | $366 | -$42 | -$42 | |
| 40.537 SH ANGIX | 2022-05-31 | 2022-11-22 | $351 | $392 | -$41 | -$41 | |
| 40.813 SH ANGIX | 2022-06-30 | 2022-11-22 | $353 | $384 | -$31 | -$31 | |
| 41.837 SH ANGIX | 2022-07-29 | 2022-11-22 | $362 | $392 | -$30 | -$30 | |
| 47.554 SH ANGIX | 2022-08-31 | 2022-11-22 | $411 | $440 | -$29 | -$29 | |
| 52.81 SH ANGIX | 2022-09-30 | 2022-11-22 | $457 | $472 | -$15 | -$15 | |
| 56.851 SH ANGIX | 2022-10-31 | 2022-11-22 | $492 | $493 | -$1 | -$1 | |
| 910 SH DAL | 2021-12-22 | 2022-11-23 | $31,531 | $35,699 | -$4,168 | -$4,168 | |
| 388 SH LAZ | 2019-07-16 | 2022-11-23 | $14,321 | $13,986 | $335 | $335 | |
| 112 SH LAZ | 2020-02-20 | 2022-11-23 | $4,134 | $4,698 | -$564 | -$564 | |
| 1296 SH ALLY | 2020-03-30 | 2022-12-01 | $33,865 | $19,463 | $14,402 | $14,402 | |
| 76 SH HZNP | 2022-02-08 | 2022-12-12 | $8,489 | $7,125 | $1,364 | $1,364 | |
| 340 SH HZNP | 2020-11-05 | 2022-12-12 | $37,978 | $26,924 | $11,054 | $11,054 | |
| 60 SH HZNP | 2020-12-15 | 2022-12-12 | $6,702 | $4,619 | $2,083 | $2,083 | |
| 248 SH EXPE | 2020-06-05 | 2022-12-22 | $20,538 | $22,902 | -$2,364 | -$2,364 | |
| 52 SH EXPE | 2020-08-06 | 2022-12-22 | $4,306 | $4,297 | $9 | $9 | |
| WELLTOWER BASIS ADJ | $60 | -$60 | -$60 | ||||
| HIGHLAND BASIS ADJ | $9,319 | -$9,319 | -$9,319 | ||||
| LAZARD LTD BASIS ADJ | $645 | $645 | $645 | ||||
| BLACKSTONE BASIS ADJ | $92 | -$92 | -$92 | ||||
| CAPITAL GAINS DIVIDENDS | $16,803 | $16,803 | $16,803 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$53,735 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $297 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DEBARTOLOFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | DEBARTOLO HOLDINGS LLC | IndividualWithBooksNm |
| Phone | 8139088400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 NORTHDALE BLVD STE 100B | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD J DEBARTOLO | ||||||||
| 16210 SIERRA DE AVILA | TAMPA | FL | 33613 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CYNTHIA R DEBARTOLO | ||||||||
| 16210 SIERRA DE AVILA | TAMPA | FL | 33613 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA MARIE DEBARTOLO | ||||||||
| 24 INVERARAY | NASHVILLE | TN | 37215 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| TIFFANIE L DEBARTOLO | ||||||||
| 410 MAGEE AVE | MILL VALLEY | CA | 94941 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| NICOLE A DEBARTOLO | ||||||||
| 5138 WEST LONGFELLOW AVENUE | TAMPA | FL | 33629 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES D PALERMO | ||||||||
| 622 DANUBE AVENUE | TAMPA | FL | 33606 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID S MALLITZ | ||||||||
| 16211 TALAVERA DE AVILA | TAMPA | FL | 33613 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,470,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $965,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,435,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,435,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,369,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $297 | TotalTaxAmt |
| Distributable Before Adj | $218,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,238 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $840,655 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,512,728 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,451,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,238,614 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,588 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,344,894 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $218,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,065 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,598,959 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $840,655 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,758,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,512,728 | ExcessFromYear4Amt |
| Excess From Year3 | $1,451,309 | ExcessFromYear3Amt |
| Excess From Year2 | $1,238,614 | ExcessFromYear2Amt |
| Excess From Year1 | $301,588 | ExcessFromYear1Amt |
| Excess From Current Year | $254,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD J DEBARTOLO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY BRAGDON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 NORTHDALE BLVD STE 100B | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8139648302 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP OR GRANT APPLICATION FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST FOR SCHOLARSHIPS; NO DEADLINE FOR GRANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | TAMPA BAY AREA; FUNDS MUST BE USED FOR PROGRAMS AND NOT ADMINISTRATIVE COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A DOOR OF HOPE INC | ||||||||
| PO BOX 3164 | PINELLAS PARK | FL | 33780 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,500 | |
| AFRICAN AMERICAN CLUB | ||||||||
| PO BOX 45 | PORT RICHEY | FL | 34673 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| AFTER-SCHOOL ALL-STARS | ||||||||
| 301 W PLATT STREET SUITE 689 | TAMPA | FL | 33606 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| AGUSTIN LOZANO | ||||||||
| 201 EDGEWOOD CIRCLE SOUTH | FORT MEADE | FL | 33841 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ALSO YOUTH | ||||||||
| 1470 BLVD OF THE ARTS | SARASOTA | FL | 34236 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| ALYSSA BRITTON-HARR | ||||||||
| 3213 W PARKLAND BOULEVARD | TAMPA | FL | 33609 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ANABELLA BRAGDON | ||||||||
| 10021 CYPRESS SHADOW AVE | TAMPA | FL | 33647 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ANGEL FLIGHT SOUTHEAST | ||||||||
| 8864 AIRPORT BOULEVARD | LEESBURG | FL | 34788 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| ARISE ALLIANCE INSTITUTE | ||||||||
| 1511 N WESTSHORE BLVD | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE STREET SUITE 600 | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| ASHLEY-NICOLE HOFF | ||||||||
| 6813 CAMBRIDGE PARK DRIVE | APOLLO BEACH | FL | 33572 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| BAY AREA ADVISORS | ||||||||
| PO BOX 10066 | TAMPA | FL | 33679 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| BRANDON EPIC | ||||||||
| 1019 NORTH PARSONS ROAD | SEFFNER | FL | 33584 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| BRANDON HIGH SCHOOL | ||||||||
| 1101 VICTORIA STREET | BRANDON | FL | 33510 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| BRANDON SUCCESS CENTER | ||||||||
| 1019 N PARSONS AVE | SEFFNER | FL | 33584 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| BRIANNA LAMKO | ||||||||
| 4513 TIDAL POND ROAD | NEW PORT RICHEY | FL | 34652 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| BUDDY BASEBALL INC | ||||||||
| PO BOX 290361 | TEMPLE TERRACE | FL | 336870361 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| BULLARD FAMILY FOUNDATION | ||||||||
| 5308 VAN DYKE ROAD | LUTZ | FL | 33558 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $750 | |
| CAT HAVEN RESCUE INC | ||||||||
| 4852 LAGO VISTA CIRCLE | LAND OO LAKES | FL | 34639 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| CAYLI REYNOLDS | ||||||||
| 7813 N CAMERON AVENUE | TAMPA | FL | 33614 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| CHILDREN'S CANCER CENTER | ||||||||
| 4901 W CYPRESS STREET | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| COMMUNITY PET PROJECT | ||||||||
| PO BOX 7206 | SEFFNER | FL | 33584 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| COMMUNITY STEPPING STONES | ||||||||
| 1101 EAST RIVER COVE STREET SUITE A | TAMPA | FL | 33604 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| CORNERSTONE FAMILY MINISTRIES | ||||||||
| 2801 N 17TH STREET | TAMPA | FL | 33605 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| COVENANT CARE | ||||||||
| 1309 PROVIDENCE ROAD | BRANDON | FL | 33511 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| CRISIS CENTER OF TAMPA BAY | ||||||||
| ONE CRISIS CENTER PLAZA | TAMPA | FL | 33613 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| CROSS OUT CANCER INC | ||||||||
| 11801 GLEN WESSEX CT | TAMPA | FL | 33626 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| DANA GONZALEZ | ||||||||
| 12408 PAMPAS PLACE | TEMPLE TERRACE | FL | 33617 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| DEAF & HARD OF HEARING SERVICES OF FL | ||||||||
| 9130 RIDGE ROAD | NEW PORT RICHEY | FL | 34654 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| DELIVER THE DREAM | ||||||||
| 3223 NW 10TH TERRACE SUITE 602 | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| DERRICK BROOKS CHARITIES | ||||||||
| 3750 GUNN HIGHWAY SUITE 109 | TAMPA | FL | 33618 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,147 | |
| EARLY LEARNING COALITION OF HILLSBOROUGH | ||||||||
| 6302 E MARTIN LUTHER KING JR BLVD | TAMPA | FL | 33619 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | STE 100 |
| ELIZABETH THOMAS | ||||||||
| 17709 RIDGEWAY POINT PLACE | TAMPA | FL | 33647 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| EMILY SANSONE | ||||||||
| 620 HARRIET STREET | AUBURNDALE | FL | 33823 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| EMMA BURNS | ||||||||
| 735 EAST MCLEOD AVENUE | EAGLE LAKE | FL | 33839 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| EMMANUEL ACEVEDO | ||||||||
| 4220 E OSBORNE AVE | TAMPA | FL | 33610 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| EMPOWER HER NETWORK | ||||||||
| 8 NORTH RIDGE LANE | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,500 | |
| ENSWORTH | ||||||||
| 7401 HIGHWAY 100 | NASHVILLE | TN | 37221 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $50,000 | |
| EPIC | ||||||||
| 5771 ROOSEVELT BLVD 700 | CLEARWATER | FL | 33760 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| EQUALITY FLORIDA INSTITUTE | ||||||||
| PO BOX 20786 | TAMPA | FL | 33622 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| EXTENDED HANDSREASONABLE SERVICE | ||||||||
| 2166 W BUSCH BLVD | TAMPA | FL | 33612 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| FABIAN ESTRADA | ||||||||
| 3237 OAK TREE LANE | MULBERRY | FL | 33860 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| FAMILY ENRICHMENT CENTER | ||||||||
| 1002 E MARTIN LUTHER KING JR BLVD | TAMPA | FL | 33603 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| FINNS FIGHTERS | ||||||||
| PO BOX 893 | LUTZ | FL | 33548 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,500 | |
| FLORIDA ENGLISH BULLDOG RESCUE | ||||||||
| PO BOX 754 | ODESSA | FL | 33556 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| FLUFF ANIMAL RESCUE INC | ||||||||
| 9400 SEMINOLE BLVD | SEMINOLE | FL | 33772 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| FOLTZ MEMORIAL RUN FUND | ||||||||
| 2036 WAKEFIELD AVE | YOUNGSTOWN | OH | 44514 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| FRANKIE'S FRIENDS | ||||||||
| 12651 N DALE MABRY HWY 272028 | TAMPA | FL | 33618 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $11,000 | |
| FREDDIE SOLOMON LEGACY FOUNDATION | ||||||||
| 30670 TUMBLEBERRY STREET | WESLEY CHAPEL | FL | 33543 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $9,400 | |
| FRIENDS | ||||||||
| 11612 MISS CHLOE COURT | RIVERVIEW | FL | 33579 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| GERARDO DIAZ-ESPINOZA | ||||||||
| 3715 GARY ROAD | MULBERRY | FL | 33860 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| GIOVANNI MAMMOLA | ||||||||
| 17929 SPARROWS NEST DRIVE | LUTZ | FL | 33558 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| GIRLS ON THE RUN GREATER TAMPA BAY | ||||||||
| 2519 N MCMULLEN BOOTH STE 510145 | CLEARWATER | FL | 33761 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| GRACEPOINT FOUNDATION | ||||||||
| 5707 N 22ND STREET | TAMPA | FL | 33610 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| HEART GALLERY OF TAMPA | ||||||||
| 4563 WEST WATERS AVE SUITE 850 | TAMPA | FL | 33634 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| INVICTUS ACADEMY | ||||||||
| 1350 EAST LAKE ROAD NORTH | TARPON SPRINGS | FL | 34688 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $500 | |
| ISNP BAND & CHOIR | ||||||||
| 2757 SYCAMORE STREET | NORTH PORT | FL | 34289 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $700 | |
| JENNY BORJA | ||||||||
| 1709 2ND STREET NE | WINTER HAVEN | FL | 33881 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JESUS CAMPOS | ||||||||
| 13 NORTH STREET | FROSTPROOF | FL | 33843 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JOSH'S BENCHES FOR AWARENESS CORPORATION | ||||||||
| PO BOX 212761 | ROYAL PALM BEACH | FL | 33421 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,060 | |
| KAMYA WILLIAMS | ||||||||
| 534 LAKE DEXTER BOULEVARD | WINTER HAVEN | FL | 33884 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| KIDS AND CANINES | ||||||||
| 13525 N 301 HWY | THONOTOSASSA | FL | 33592 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| KIDS WITH A CALL INC | ||||||||
| 1022 WEST BERRY AVE | TAMPA | FL | 33603 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| LAKEWOOD HIGH SCHOOL BAND BOOSTER | ||||||||
| 1400 54TH AVE SOUTH | SAINT PETERSBURG | FL | 33705 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,500 | |
| LIONS EYE INSTITUTE | ||||||||
| 1410 N 21ST STREET | TAMPA | FL | 33605 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| LUTZ PREPARATORY SCHOOL | ||||||||
| 17951 US-41 | LUTZ | FL | 33549 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $750 | |
| MADD | ||||||||
| 16057 TAMPA PALMS BLVD BOX 252 | TAMPA | FL | 33647 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| MAKENZIE MCMURRAY | ||||||||
| 10226 MILLPORT DRIVE | TAMPA | FL | 33626 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MANUEL SANTIZ | ||||||||
| 3415 KELLY COURT | MULBERRY | FL | 33860 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MAPLE TREE CANCER ALLIANCE | ||||||||
| 3312 US ROUTE 42 E | CEDARVILLE | OH | 453149722 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| MARIA RODRIGUEZ | ||||||||
| 9309 RALLY SPRING LOOP | WESLEY CHAPEL | FL | 33545 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MATTHEW FERNANDEZ | ||||||||
| 12102 RIVERHILLS DRIVE | TAMPA | FL | 33617 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MIRANDA ASHLEY | ||||||||
| 5536 CIDER MILL CROSSING | AUSTINTOWN | OH | 44515 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MOREAN ARTS CENTER | ||||||||
| 719 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| MORT ELEMENTARY SCHOOL | ||||||||
| 1806 E BEARS AVE EAST | TAMPA | FL | 33613 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,800 | |
| MY HOPE CHEST | ||||||||
| PO BOX 3081 | SEMINOLE | FL | 33775 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $750 | |
| NASHVILLE ANTIHUMAN TRAFFICKING COALITION | ||||||||
| PO BOX 158972 | NASHVILLE | TN | 37215 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | ||||||||
| 5550 W EXECUTIVE DRIVE SUITE 200 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| NEW ST MATTHEWS MISSIONARY BAPTIST | ||||||||
| 1006 S 50TH STREET | TAMPA | FL | 33619 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| O2B FUN INC | ||||||||
| PO BOX 2533 | OLDSMAR | FL | 34677 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| OASIS OPPORTUNITIES | ||||||||
| 16057 TAMPA PALMS BLVD 315 | TAMPA | FL | 33647 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| OVARIAN CANCER RESEARCH ALLIANCE | ||||||||
| PO BOX 32141 | NEW YORK | NY | 100872141 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| PAWS WARRIORS INC | ||||||||
| 355 SPRING TIME STREET | SPRING HILL | FL | 34608 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| PBTF | ||||||||
| 6065 ROSWELL ROAD NE STE 505 | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| PEIRANO FAMILY FOUNDATION | ||||||||
| PO BOX 5495 | TAMPA | FL | 33675 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,500 | |
| PEPIN ACADEMIES | ||||||||
| 3916 E HILLSBOROUGH AVENUE | TAMPA | FL | 33610 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $476 | |
| PETER J MULRY FOUNDATION | ||||||||
| 2401 BAYSHORE BLVD 1002 | TAMPA | FL | 33629 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,750 | |
| PHOENIX TAMPA | ||||||||
| 2239 CHAMPA STREET | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $15,000 | |
| PI IOTA FOUNDATION | ||||||||
| PO BOX 172636 | TAMPA | FL | 33672 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| PURPOSE THROUGH PASSION | ||||||||
| 4574 15TH AVE N | ST PETERSBURG | FL | 33713 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,000 | |
| PUZZLE BLESSINGS | ||||||||
| 1806 E OSBORNE AVE | TAMPA | FL | 33610 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| REACH ST PETE | ||||||||
| 6157 31ST AVE N | ST PETERSBURG | FL | 33710 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| RIPTIDE SOCIETY | ||||||||
| PO BOX 65 | LIBERTY HILL | TX | 78642 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| ROGAI FAMILY FOUNDATION | ||||||||
| 1211 N WESTSHORE BLVD STE 306 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| ROTARY CLUB OF TAMPA WESTCHASE | ||||||||
| 11928 SHELDON RD 101 | TAMPA | FL | 33626 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| RYAN NECE FOUNDATION | ||||||||
| 200 N PIERCE STREET 300 | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $7,500 | |
| SELAH FREEDOM | ||||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| SENIOR ASSIST OF TAMPA BAY | ||||||||
| 6421 N FLORIDA AVE D1443 | TAMPA | FL | 33604 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| SHAQ BARRETT FOUNDATION | ||||||||
| 3224 FAIT AVE | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| SOLITAS HOUSE | ||||||||
| 1907 E HILLSBOROUGH AVE | TAMPA | FL | 33610 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| SOUTHEASTERN FOOD BANK | ||||||||
| PO BOX 770009 | WINTER GARDENS | FL | 347770009 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| SOUTHEASTERN GUIDE DOGS | ||||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| ST JOSEPH'S CHILDREN'S HOSPITAL | ||||||||
| 2700 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | BLVD |
| STARTING RIGHT NOW | ||||||||
| 1212 W CASS STREET | TAMPA | FL | 33606 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| TAKE CHARGE WELLNESS CENTER EXTREME INC | ||||||||
| 6641 DEL PRADO TERRACE | NEW PORT RICHEY | FL | 346521503 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| TAMPA MUSEUM OF ART | ||||||||
| 120 W GASPARILLA PLAZA | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,500 | |
| TAMPA PRIDE INC | ||||||||
| 3510 EAST 8TH AVENUE | TAMPA | FL | 33605 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| TATEM SUGGS | ||||||||
| 39206 PARK DRIVE | ZEPHYRHILLS | FL | 33542 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| THE CONFIDENCE AND LEADERSHIP FOUNDATION | ||||||||
| 17850 MISSION OAK DRIVE | LITHIA | FL | 33547 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| THE FLORIDA CENTER FOR EARLY CHILDHOOD | ||||||||
| 4620 17TH STREET | SARASOTA | FL | 34235 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| THE HELEN GORDON DAVIS CENTRE FOR WOMEN | ||||||||
| 305 S HYDE PARK AVE | TAMPA | FL | 33606 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| THE PACE CENTER | ||||||||
| 7545 LITTLE ROAD | NEW PORT RICHEY | FL | 34654 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| UNITED IN LOVE ADOPTIONS | ||||||||
| 703 13TH STREET | ST CLOUD | FL | 34769 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| UNITED WAY OF PASCO COUNTY | ||||||||
| 17230 CAMELOT COURT | LAND O LAKES | FL | 34638 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| UNIVERSITY OF FLORIDA | ||||||||
| OFFICE FOR STUDENT AFFAIRS | GAINSVILLE | FL | 326114025 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $5,000 | |
| VICTORIA ARRIETA-MORALES | ||||||||
| 10749 CAROLWAY HILLS DRIVE | WIMAUMA | FL | 33598 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| VOICES FOR CHILDREN OF TAMPA BAY | ||||||||
| 3314 HENDERSON BLVD SUITE 207 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| WATER SMART TOTS | ||||||||
| PO BOX 2231 | RIVERVIEW | FL | 33568 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| WISH FARMS FAMILY FOUNDATION | ||||||||
| 2262 PIXIE WAY | PLANT CITY | FL | 33563 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $12,500 | |
| WOUNDED VETERANS RELIEF FUND | ||||||||
| 300 PROSPERITY FARMS ROAD UNIT F | NORTH PALM BEACH | FL | 33408 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| WRHS ATHLETIC BOOSTERS | ||||||||
| 29728 CHAPEL PARK DRIVE | WELSEY CHAPEL | FL | 33543 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,405 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,238 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,796 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$53,735 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEBARTOLO EDWARD | ||||||
| 1 | 16210 SIERRA DE AVILA | TAMPA | FL | 33613 | $5,011,000 | Yes (X) |
| FRANK RONALD MASTRIANA REV TR | ||||||
| 2 | 1500 N FEDERAL HWY STE 200 | FT LAUDERDALE | FL | 33304 | $5,000 | Yes (X) |
| HELDFOND BENJAMIN | ||||||
| 3 | 5120 W LONGFELLOW AVE | TAMPA | FL | 33629 | $10,000 | Yes (X) |
| HENNI GEZA | ||||||
| 4 | 28 S TREASURE DR | TAMPA | FL | 33609 | $7,000 | Yes (X) |
| KENYHERCZ KENNETH | ||||||
| 5 | 14706 WATERCHASE BLVD | TAMPA | FL | 33626 | $25,000 | Yes (X) |
| LOTT KAREN | ||||||
| 6 | 11342 CANYON VIEW CIRCLE | CUPERTINO | CA | 95014 | $5,000 | Yes (X) |
| LOUIS ZARLENGA & ASSOCIATES | ||||||
| 7 | 60 TIMBER RUN CT | CANFIELD | OH | 444068631 | $5,000 | Yes (X) |
| NEAL & HARWELL PLC | ||||||
| 8 | 1201 DEMONBREUN ST STE 1000 | NASHVILLE | TN | 37203 | $5,000 | Yes (X) |
| NID CORPORATION | ||||||
| 9 | 3820 NORTHDALE BLVD STE 100B | TAMPA | FL | 33624 | $400,000 | Yes (X) |
| PALERMO JAMES | ||||||
| 10 | 622 DANUBE AVE | TAMPA | FL | 33606 | $20,400 | Yes (X) |
| SEMINOLE HARD ROCK HOTEL CASINO | ||||||
| 11 | 5223 NORTH ORIENT ROAD | TAMPA | FL | 33610 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,619 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MS SECURITIES | StockNm |
| EOY Book Value | $2,587,449 | EOYBookValueAmt |
| EOYFMV | $3,757,562 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE PENALTIES | Desc |
| Amt | $61 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $40,079 | $40,079 | $0 |
| CREDIT CARD FEES | $743 | $0 | $0 |
| EVENT EXPENSES | $157,075 | $0 | $0 |
| FILING FEES | $480 | $0 | $0 |
| MEALS | $559 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LAZARD LTD | $970 | $970 | $970 |
| BANK OF AMERICA CASH REWARDS | $1,694 | $1,694 | $1,694 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL REGISTERED AGENT FEE | CategoryTxt |
| Amt | $206 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| EDWARD J DEBARTOLO JR | |||
| 16210 SIERRA DE AVILA | TAMPA | FL | 33613 |
| NID CORPORATION | |||
| 3820 NORTHDALE BLVD STE 100B | TAMPA | FL | 33624 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,482 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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