FOUNDATION FOR A HEALTHY ST PETERSBURG INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY ST PETERSBURG INC (EIN 59-2592846)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-18
- IRS object ID
- 202342619349100304
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-18T10:45:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621517792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Bayport Drive Suite 860 | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592592846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for a Healthy St Petersburg | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7278654650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2333 34th Street South | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Martin Brown | PersonNm |
| Person Title | Chief Financial and Admin. Officer | PersonTitleTxt |
| Phone | 7278654650 | PhoneNum |
| Signature | 2023-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Carol | PersonFirstNm |
| Person Last | Martin Brown | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry Haefner | PreparerPersonNm |
| PTIN | P01258953 | PTIN |
| Phone | 8134243700 | PhoneNum |
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 | $146,521,717 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $965,914 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,269,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,355,004 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,355,004 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,785,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,754,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,864,905 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,461 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $24,038,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,219,909 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,372,465 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $706,759 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,541 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $650,218 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,187,051 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $94,964 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,092,087 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $286,012 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,881 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $263,131 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $237,151 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $237,151 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,916 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,392 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $48,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,239,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $407,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,717,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $479,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60,056 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $601,130 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $585,266 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $53,133 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $532,133 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $76,259 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,491 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,768 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,238,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,377 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,217,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,691,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $726,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,828,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,239,059 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,254,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,930,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $726,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,082,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,107,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,492,924 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,372,465 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $812,767 | CashBOYAmt |
| Cash EOY | $1,384,004 | CashEOYAmt |
| Cash EOYFMV | $1,384,004 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,083,391 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,060,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,060,428 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $21,406 | AcctRcvblBOYAmt |
| Pledges Rcvbl | $176,013 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $233,935 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $176,013 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $176,013 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $262,887 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $217,260 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $217,260 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $120,197,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,619,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,619,942 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,457,884 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,754,415 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,754,415 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $775,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $775,028 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,212,675 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,044,937 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,688,649 | LandBOYAmt |
| Land EOY | $3,167,738 | LandEOYAmt |
| Land EOYFMV | $3,167,738 | LandEOYFMVAmt |
| Other Assets BOY | $1,069,570 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,366,889 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,366,889 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $177,928,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,521,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,521,717 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $295,169 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $724,487 | AccountsPayableEOYAmt |
| Grants Payable BOY | $849,949 | GrantsPayableBOYAmt |
| Grants Payable EOY | $799,441 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $449,525 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,674,307 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,594,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,198,235 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $175,225,697 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $141,299,478 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,107,895 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,024,004 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $176,333,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,323,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $177,928,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,521,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $176,333,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,107,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $191,441,521 | SubtotalAmt |
| Other Decreases | $48,118,039 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,323,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Capital Gain Distributions | P | $13,116 | $13,116 | ||||
| Goldman Sachs 6422 | -$177,621 | -$177,621 | 2022-01-01 | 2022-06-30 | $6,948,763 | $7,126,384 | |
| Goldman Sachs 6422 | $1,688,204 | $1,688,204 | 2020-01-01 | 2022-01-01 | $45,626,706 | $43,938,502 | |
| Goldman Sachs 8618 | -$5,333,434 | -$5,333,434 | 2022-01-01 | 2022-06-30 | $207,045,035 | $212,378,469 | |
| Goldman Sachs 8618 | $116,380 | $116,380 | 2020-01-01 | 2022-01-01 | $3,767,538 | $3,651,158 | |
| Goldman Sachs 0887 | -$339,886 | -$339,886 | 2022-01-01 | 2022-06-30 | $1,938,759 | $2,278,645 | |
| Goldman Sachs 0887 | $1,288,399 | $1,288,399 | 2020-01-01 | 2022-01-01 | $6,669,859 | $5,381,460 | |
| Goldman Sachs 0895 | -$2,150,404 | -$2,150,404 | 2022-01-01 | 2022-06-30 | $14,844,449 | $16,994,853 | |
| Goldman Sachs 0895 | $2,082,106 | $2,082,106 | 2020-01-01 | 2022-01-01 | $13,628,207 | $11,546,101 | |
| Goldman Sachs 0903 | -$16,607 | -$16,607 | 2022-01-01 | 2022-06-30 | $100,753 | $117,360 | |
| Goldman Sachs 0911 | -$9,376,201 | -$9,376,201 | 2022-01-01 | 2022-06-30 | $68,408,409 | $77,784,610 | |
| Goldman Sachs 0911 | $29,883,815 | $29,883,815 | 2020-01-01 | 2022-01-01 | $60,597,352 | $30,713,537 | |
| Goldman Sachs 1232 | -$623,450 | -$623,450 | 2022-01-01 | 2022-06-30 | $7,055,568 | $7,679,018 | |
| Goldman Sachs 1232 | $1,891,212 | $1,891,212 | 2020-01-01 | 2022-01-01 | $5,290,434 | $3,399,222 | |
| Goldman Sachs 1323 | -$1,149,419 | -$1,149,419 | 2022-01-01 | 2022-06-30 | $6,285,629 | $7,435,048 | |
| Goldman Sachs 1323 | $2,076,957 | $2,076,957 | 2020-01-01 | 2022-01-01 | $5,429,752 | $3,352,795 | |
| Raymond James 2252 | -$4,737 | -$4,737 | 2022-01-01 | 2022-06-30 | $79,245 | $83,982 | |
| Raymond James 2252 | -$3,525 | -$3,525 | 2020-01-01 | 2022-01-01 | $38,116 | $41,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,864,905 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,171,759 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $312,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $312,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $312,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $525,000 | 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 | $525,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $212,348 | OverpaymentAmt |
| Applied To ES Tax | $212,348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.healthystpete.foundation | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol Martin Brown | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7278654650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2333 34th Street South | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33711 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| Randall H Russell | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | President/CEO | 50.00 | $242,543 | $21,625 | $0 |
| Carl Lavender | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | VP and Interim Co-CEO | 50.00 | $234,650 | $14,520 | $0 |
| Carol Martin Brown | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Chief Financial and Admin. Officer | 50.00 | $229,566 | $28,684 | $0 |
| Michele Alexandre | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Stacy Conroy | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Marianne F Edmonds | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Michael C Funsch | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Sharon Gardner | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Treasurer | 1.00 | $0 | $0 | $0 |
| Rev Kenneth F Irby | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Emery M Ivery | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Secretary | 1.00 | $0 | $0 | $0 |
| Katurah Jenkins-Hall PhD | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Kelly M Kirschner | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Donna J Petersen Sc D MHS | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Chair | 1.00 | $0 | $0 | $0 |
| Kevin Sneed FNAP FNAPHA | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Lorna L Taylor | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
| Nichelle Threadgill MD | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Trustee | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Julie Rocco | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Director of Grants M | 40.00 | $126,252 | $22,460 | $0 |
| Belinda Childs | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Controller | 40.00 | $119,049 | $15,262 | $0 |
| Caroline Hepburn | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Senior Director of E | 40.00 | $100,089 | $771 | $0 |
| Kyandra Darling | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Innovation Officer | 40.00 | $79,035 | $20,386 | $0 |
| Kewa Wright | ||||||||
| 2333 34th Street South | St Petersburg | FL | 33711 | Senior Administrator | 40.00 | $85,416 | $13,398 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| St Petian Collaborative Inc | |||||
| 441 33rd Street North 1114 | St Petersburg | FL | 33713 | Consulting Services | $273,165 |
| R Edward Wilhoite Jr | |||||
| PO Box 5989 | Maryville | TN | 37802 | Consulting and Advisory Services | $259,220 |
| Trenam Law | |||||
| PO Box 1102 | Tampa | FL | 336011102 | Legal Services | $228,892 |
| Nixon & Co Consulting Group LLC | |||||
| 1208 N Caldwell Street | Charlotte | NC | 28206 | Consulting Services | $149,700 |
| Roundhouse Creative Inc | |||||
| PO Box 15938 | St Petersburg | FL | 33733 | Communications Services | $149,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 13 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Influence Systems Change - See statement 19 | Description1Txt |
| Expenses1 | $1,548,201 | Expenses1Amt |
| Description2 | Advancing Community Wealth to Health - See statement 19 | Description2Txt |
| Expenses2 | $1,286,689 | Expenses2Amt |
| Description3 | Equity Movement Building - See statement 19 | Description3Txt |
| Expenses3 | $1,056,005 | Expenses3Amt |
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 | $144,326,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,758,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,085,155 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $152,570 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $148,932,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,233,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,698,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,334,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,334,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $312,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $312,652 | TotalTaxAmt |
| Distributable Before Adj | $7,022,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,022,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,022,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,082,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $82,426 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,165,381 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,022,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,601,439 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,162,467 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,324,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,800,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,030,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,918,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,165,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,022,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,061,438 | 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 | $6,601,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,459,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,162,467 | ExcessFromYear4Amt |
| Excess From Year3 | $7,324,075 | ExcessFromYear3Amt |
| Excess From Year2 | $3,800,276 | ExcessFromYear2Amt |
| Excess From Year1 | $1,030,078 | ExcessFromYear1Amt |
| Excess From Current Year | $143,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation for a Healthy St Petersb | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2333 34th Street South | AddressLine1Txt |
| City | St Peterburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7278654650 | RecipientPhoneNum |
| Recipient Email Address | info@healthystpete.foundation | RecipientEmailAddressTxt |
| Form And Info And Materials | In 2022, the Foundation distributed grant funds on an ongoing basis through a process of continuous engagement with community stakeholders. Proposals from nonprofits, governmental agencies, and other qualifying organizations that aligned with the Foundation's mission and strategy were submitted via an invitation. This process, known as the Equity Thinker, was used throughout 2022. In 2023, the Foundation is using a Request for Proposal (RFP) process whereby grants will be accepted within a specified timeframe and completed by applicants using an online grants portal. The portal may be found at https://healthystpete.foundation/. A limited number of grant awards may be issued during the year outside of the Foundation's RFP process. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | In 2022, rolling submissions throughout the year. In 2023, deadline varies according to grant type. | SubmissionDeadlinesTxt |
| Restrictions On Awards | All grants must align with the Foundation's mission to achieve health equity via racial equity. More information regarding our mission may be found at https://healthystpete.foundation/. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| African American Heritage Association Inc of St Petersburg FL | |||||||
| 2240 Ninth Avenue South | St Petersburg | FL | 33712 | 501(c)3 Private Nono | To accelerate racial equity by increasing awareness of how structural racism continues to influence contemporary discussions and decisions regarding equity and imposes unique, substantial stressors on the daily lives of Black people. | $40,508 | |
| Alianza Center | |||||||
| 10524 Moss Park Rd | Orlando | FL | 32832 | 501(c)3 Public Chari | To support COVID-19 Delta Surge disease mitigation efforts to connect LatinX residents in low-vaccinated zip codes throughout Pinellas County with access to COVID-19 awareness and vaccines. | $2,000 | |
| Bay Area Chamber Foundation | |||||||
| 100 2nd Avenue N | St Petersburg | FL | 33701 | 501(c)3 Public Chari | To accelerate racial equity by increasing access and opportunity for BIPOC individuals to participate in Leadership St. Pete and to support ongoing leadership development activities. | $10,000 | |
| Community Foundation of Tampa Bay Inc | |||||||
| 4300 W Cypress Street Suite 700 | Tampa | FL | 33607 | 501(c)3 Public Chari | To influence systems change by creating equitable digital access to all residents in St. Petersburg and broader Pinellas County via Digital Inclusion St. Petersburg. | $67,500 | |
| Community Health Centers of Pinellas Inc DBA Evara Health | |||||||
| 14100 58th St N | Clearwater | FL | 337609900 | 501(c)3 Public Chari | To support COVID-19 disease mitigation by organizing faith leaders to leverage impactful messaging to encourage COVID vaccinations in BIPOC communities. | $2,500 | |
| Community Resources and Solutions | |||||||
| PO Box 10366 | St Petersburg | FL | 33733 | 501(c)3 Public Chari | To accelerate racial equity via the provision of supportive capacity with an emphasis on Black future and celebration. | $5,000 | |
| Council on Foundations | |||||||
| 1255 23rd St NW Suite 200 | Washington DC | DC | 20037 | 501(c)3 Public Chari | General operating support for the Council on Foundations to enhance philanthropic practices nationwide. | $10,000 | |
| Dr Carter G Woodson African American Museum Inc | |||||||
| 2240 9th Ave S | St Petersburg | FL | 33712 | 501(c)3 Public Chari | To support fund development capacity for the creation of a newly constructed African American History Museum. | $47,500 | |
| Dr Carter G Woodson African American Museum Inc | |||||||
| 2240 9th Ave S | St Petersburg | FL | 33712 | 501(c)3 Public Chari | Return of unused grant funds used to accelerate racial equity by supporting local civic engagement efforts focused on historically marginalized and hard to reach populations. | -$21,175 | |
| Florida Department of Health in Pinellas County | |||||||
| 205 Dr Martin Luther King Jr Street | St Petersburg | FL | 33701 | Government: State | To influence systems change by supporting a "health in all policies" approach by partnering with local municipalities to bring health and equity considerations into the development/ implementation of all policies, programs, and services | $106,969 | North |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | 501(c)3 Public Chari | To influence systems change by providing general operating support focused on building a strong and sustainable organizational infrastructure that will enable the organization to yield the greatest impact. | $2,090 | |
| Grantmakers in Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington DC | DC | 20036 | 501(c)3 Public Chari | To influence systems change by providing general operating support focused on building a strong and sustainable organizational infrastructure that will enable the organization to yield the greatest impact. | $13,500 | 1100 |
| Grantmakers in Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington DC | DC | 20036 | 501(c)3 Public Chari | To provide general operating support for the provision of capacity building and expanded learning within the field of philanthrophy. | $25,000 | 1100 |
| Hispanic Chamber of Commerce Pinellas County | |||||||
| 136 4th St N | St Petersburg | FL | 33701 | 501(c)3 Public Chari | To accelerate racial equity through the provision of supportive capacity for the Hispanic Chamber of Commerce of Pinellas County. | $7,500 | |
| Homeless Leadership Alliance of Pinellas Inc | |||||||
| 647 1st Avenue North 2nd Floor | St Petersburg | FL | 33701 | 501(c)3 Public Chari | To influence systems change by piloting an assessment and service delivery system for diversion interventions that begins prior to a system entry point for homelessness for families with minor children. | $5,000 | |
| In Touch With Communities Around the World Inc DBA Arts Conservatory for | |||||||
| 8626 Miramar Terrace Circle | Tampa | FL | 33637 | 501(c)3 Public Chari | To accelerate racial equity via support for the creation of an affinity space for Black males to converse, convene, and celebrate. | $28,500 | |
| League of Women Voters of the St Petersburg Area Inc | |||||||
| 2335 22nd Ave S Suite 5 | St Petersburg | FL | 33712 | 501(c)4 Civic League | To accelerate racial equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. | $23,750 | |
| League of Women Voters of the St Petersburg Area Inc | |||||||
| 2335 22nd Ave S Suite 5 | St Petersburg | FL | 33712 | 501(c)4 Civic League | Return of unused grant funds used to collectively plan, engage, empower, and increase the knowledge of residents in order to move them into action towards community change. | -$8,406 | |
| Mount Zion Human Services Inc | |||||||
| 945 20th Street | St Petersburg | FL | 33712 | 501(c)3 Public Chari | To advance community wealth to health by serving community entrepreneurs and organizations to access COVID relief & resiliency funding, build resiliency capacity, and strengthen business development programs. | $160,625 | |
| New Visions of the Well | |||||||
| 833 22nd Street South Suite B | St Petersburg | FL | 33712 | 501(c)3 Public Chari | To influence systems change via planning a Trauma Recovery Center and Healing Justice space focused on Black, Indigenous, and Persons of Color affected by trauma, crime, and violence and training practitioners who serve them. | $71,250 | |
| Philanthropy Southeast (previously Southeastern Council of Foundations) | |||||||
| 100 Peachtree Street Suite 2080 | Atlanta | GA | 30303 | 501(c)3 Public Chari | To provide general operating support for the advancement of philanthropy in the Southeastern United States. | $10,290 | |
| Pinellas County Urban League Inc | |||||||
| 333 31st Street North | St Petersburg | FL | 33713 | 501(c)3 Public Chari | To increase organizational capacity via the provision of general operating support to build a strong and sustainable organizational infrastructure. | $47,500 | |
| Pinellas County Urban League Inc | |||||||
| 333 31st Street North | St Petersburg | FL | 33713 | 501(c)3 Public Chari | To accelerate racial equity by bringing the lynching memorial to St. Petersburg, installing it on land donated by the City of St. Pete | $960 | |
| Pinellas County Urban League Inc | |||||||
| 333 31st Street North | St Petersburg | FL | 33713 | 501(c)3 Public Chari | To support COVID-19 disease mitigatin by strategically investing in support for the COVID Vaccine and Flu Vaccination Community Outreach Project. | $2,500 | |
| Pinellas Education Foundation | |||||||
| 12090 Starkey Road | Largo | FL | 33773 | 501(c)3 Public Chari | To accelerate racial equity via the provision of support to the Youth Farm Project at Enoch Davis and their efforts to create youth leaders, community connections, and access to healthy foods. | $2,250 | |
| Pinellas Education Foundation | |||||||
| 12090 Starkey Road | Largo | FL | 33773 | 501(c)3 Public Chari | To influence systems change by supporting equity in education via greater awareness of inequities among student groups; improvements in organizational structure that values diversity; and increased programming that closes achievement gaps. | $5,000 | |
| Pinellas Education Foundation | |||||||
| 12090 Starkey Road | Largo | FL | 33773 | 501(c)3 Public Chari | To influence systems change by advancing equity in education via a focus on deepening understanding, developing organizational capacity, and creating an equity plan to contribute towards systemic growth. | $131,250 | |
| Pinellas Education Foundation | |||||||
| 12090 Starkey Road | Largo | FL | 33773 | 501(c)3 Public Chari | To influence systems change a strategic partnership to further equitable educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action. | $48,650 | |
| Pinellas Ex-Offender Re-Entry Coalition Inc | |||||||
| 1601 16th Street South | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To influence systems change via exploration of a syringe exchange model for Pinellas County. | $25,000 | |
| Pinellas Opportunity Council Inc | |||||||
| 501 1st Avenue N Suite 517 | St Petersburg | FL | 33701 | 501(c)3 Public Chari | To accelerate racial equity by building the capacity of faith-based human services organization to meet the unique needs of BIPOC individuals accessing community services. | $163,875 | |
| St Petersburg Innovation District Inc | |||||||
| 450 8th Ave SE | St Petersburg | FL | 33701 | 501(c)6 Business Lea | To advance community wealth to health by supporting digital inclusion efforts creating equitable access to broadband services and technology in St. Petersburg. | $2,500 | |
| Stetson University Inc | |||||||
| 1401 61st Street South | Gulfport | FL | 33707 | 501(c)3 Public Chari | To accelerate racial equity via civic awareness and engagement of BIPOC youth. | $25,014 | |
| Suncoast Center Inc | |||||||
| PO Box 10970 | St Petersburg | FL | 33711 | 501(c)3 Public Chari | To influence systems change by supporting efforts to create equitable access to a coordinated behavioral health system that provides optimal services and supports provided by the Wellness Connection collaborative. | $3,750 | |
| Supportive Equity Connections of Tampa Bay | |||||||
| 1601 16th Street South | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To accelerate racial equity through the provision of supports needed to gain equitable access to resources and increase organizational capacity. | $47,500 | |
| Supportive Equity Connections of Tampa Bay | |||||||
| 1601 16th Street South | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To accelerate systems change via capacity building for BIPOC businesses. | $23,750 | |
| Tampa Bay Network to End Hunger Inc | |||||||
| 4532 W Kennedy Blvd Suite 252 | Tampa | FL | 33609 | 501(c)3 Public Chari | To influence systems change by supporting St Pete Food Policy Council in their efforts to create an equitable community-based food system. | $10,000 | |
| University of South Florida Research Foundation Inc | |||||||
| 3802 Spectrum Blvd Suite 100 | Tampa | FL | 33612 | 501(c)3 Public Chari | To influence systems change by enhanciing capacity of organizations serving infants and families in Pinellas County to become centered in race based trauma and increasing the number of and support for practitioners that are people of color. | $58,072 | |
| University of South Florida Research Foundation Inc | |||||||
| 3802 Spectrum Blvd Suite 100 | Tampa | FL | 33612 | 501(c)3 Public Chari | To accelerate racial equity by evaluating Community Assistance and Life Liaison which provides a therapeutic, wrap-around response to emergency calls to SPPD with the goal of reducing police involvement with non-violent, non-criminal calls. | $38,745 | |
| University of South Florida Research Foundation Inc | |||||||
| 3802 Spectrum Blvd Suite 100 | Tampa | FL | 33612 | 501(c)3 Public Chari | To accelerate racial equity by deepening the community's understanding of climate and environmental justice and work to create a community action plan to address environmental inequities impacting population health. | $5,000 | |
| We Care LF Inc | |||||||
| 204 Pompano Drive SE Unit B | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To support COVID-19 disease mitigation through the hiring of nursing staff to support Pinellas Department of Health in COVID-19 vaccination efforts for low vaccinate zip codes in Pinellas County. | $800 | |
| We Care LF Inc | |||||||
| 204 Pompano Drive SE Unit B | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To support COVID-19 disease mitigation via the creation of a partnership between WE Care LF and Pinellas Department of Health in support of deploying nurses in BIPOC communities throughout Pinellas County reporting a low vaccine rate. | $600 | |
| We Care LF Inc | |||||||
| 204 Pompano Drive SE Unit B | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To support COVID-19 disease mitigation via hiring of nursing staff to support Pinellas Department of Health in COVID-19 vaccination efforts for low vaccinated zip codes in Pinellas County. | $700 | |
| We Care LF Inc | |||||||
| 204 Pompano Drive SE Unit B | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To support COVID-19 disease mitigation via hiring of nursing staff to support Pinellas Department of Health in COVID-19 vaccination efforts for low vaccinated zip codes in Pinellas County. | $1,050 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,254,367 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Bay Area Legal Services Inc | ||||||
| 4948 Central Avenue | St Petersburg | FL | 33707 | 501(c)3 Public Chari | To influence systems change by measuring and addressing pandemic impact on marginalized communities in regards to accessing legal services. | $80,000 |
| Community Foundation of Tampa Bay Inc | ||||||
| 4300 W Cypress Street Suite 700 | Tampa | FL | 33607 | 501(c)3 Public Chari | To create equitable digital access to all residents in St. Petersburg and broader Pinellas County via Digital Inclusion St. Petersburg. | $82,500 |
| Dr Carter G Woodson African American Museum Inc | ||||||
| 2240 9th Ave S | St Petersburg | FL | 33712 | 501(c)3 Public Chari | To support fund development capacity for the creation of a newly constructed African American History Museum. | $52,500 |
| Florida Philanthropic Network | ||||||
| 12157 W Linebaugh Ave Suite 384 | Tampa | FL | 33626 | 501(c)3 Public Chari | To influence systems change via the provision of general operating support to enhance philanthropic practices in the local region. | $25,000 |
| New Visions of the Well | ||||||
| 833 22nd Street South Suite B | St Petersburg | FL | 33712 | 501(c)3 Public Chari | To influence systems change via planning a Trauma Recovery Center and Healing Justice space focused on Black, Indigenous, and Persons of Color affected by trauma, crime, and violence and training practitioners who serve them. | $3,750 |
| Pinellas Community Foundation | ||||||
| 17755 US Hwy 19 N Ste 150 | Clearwater | FL | 33764 | 501(c)3 Public Chari | To increase organizational capacity through general operating support. | $10,000 |
| Pinellas Opportunity Council Inc | ||||||
| 501 1st Avenue N Suite 517 | St Petersburg | FL | 33701 | 501(c)3 Public Chari | To influence systems change by creating and supporting a local Black male affinity group. | $50,000 |
| Stetson University Inc | ||||||
| 1401 61st Street South | Gulfport | FL | 33707 | 501(c)3 Public Chari | To accelerate racial equity via civic awareness and engagement of BIPOC youth. | $1,316 |
| Suncoast Center Inc | ||||||
| PO Box 10970 | St Petersburg | FL | 33711 | 501(c)3 Public Chari | To address mental health and wellness via a collective impact model and ongoing countywide collaboration among service providers. | $58,250 |
| Supportive Equity Connections of Tampa Bay | ||||||
| 1601 16th Street South | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To increase the capacity of grassroots organizations to secure American Rescue Plan Act funding issued in St. Pete and Pinellas County. | $2,500 |
| Supportive Equity Connections of Tampa Bay | ||||||
| 1601 16th Street South | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To accelerate systems change via capacity building for BIPOC businesses. | $26,250 |
| The Henry J Kaiser Family Foundation | ||||||
| 185 Berry St 2000 | San Francisco | CA | 941071704 | 501(c)3 Public Chari | To support equity in journalism via a partnership between KFF and Tampa Bay Times. | $150,000 |
| Times Publishing Company | ||||||
| 490 1st Ave S | St Petersburg | FL | 33701 | Business: For Profit | To accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism. | $76,250 |
| University of South Florida Research Foundation Inc | ||||||
| 3802 Spectrum Blvd Suite 100 | Tampa | FL | 33612 | 501(c)3 Public Chari | To address mental health and well being for BIPOC via race equity evaluation of the Community Assistance and Life Liaison (CALL). | $50,000 |
| Your Real Stories Inc | ||||||
| 4465 Trout Dr SE | St Petersburg | FL | 33705 | 501(c)3 Public Chari | To address mental health and wellness for BIPOC and Economic Equity and Justice by supporting the artistic expression of needs and opportunities. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $768,316 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,269,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,851,789 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Interest on Federal Tax Refund | 01 | $13,859 |
| Other Revenue | 01 | $3,602 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,138,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,138,782 | 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 | Yes (1) | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (4 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| Tampa Bay Black Business Investment Corporation | ||
| 1b(5) | $200,000 | Race Equity Loan Fund Funding - $200,000 |
| Tampa Bay Black Business Investment Corporation | ||
| 1b(6) | $85,000 | Racial Equity Loan Fund administration services - $85,000 |
| St Petersburg Innovation District | ||
| 1b(6) | $35,000 | Membership fee - $35,000 |
| St Petersburg Downtown Partnership | ||
| 1b(6) | $3,000 | Membership fee - $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $53,916 | Amt |
| Net Investment Income | $5,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,525 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| League of Women Voters of the St Petersburg Area Inc | |||||||||||
| 2335 22nd Ave S Suite 5 | St Petersburg | FL | 33712 | 2021-12-20 | $50,000 | To accelerate race equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. | $23,750 | To the knowledge of the grantor, there have been no diversions | 06/16/22 | 2022-06-16 | Dollars have been used for a charitable purpose as intended in the grant agreement. |
| St Petersburg Innovation District Inc | |||||||||||
| 140 7th Avenue South | St Petersburg | FL | 337015016 | 2021-07-06 | $25,000 | To advance community wealth to health by supporting digital inclusion efforts creating equitable access to broadband services and technology in St. Petersburg. | $2,500 | To the knowledge of the grantor, there have been no diversions | 03/03/23 | 2023-03-03 | Dollars have been used for a charitable purpose as intended in the grant agreement. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Compensation Paid to a Disqualified Person | Part VII-B Line 1a(4) | Foundation for a Healthy St. Peterburg paid reasonable compensation to the following individuals for their service to the organization:- Randall H. Russell, President & CEO - Carol Martin Brown, VP and Interim Co-CEO- Carl Lavender, VP and Interim Co-CEO |
| Summary of Direct Charitable Activities | Part VIII-A | 1 Influence Systems Change $1,548,201The Foundation seeks to identify and change elements of multisector systems that result in discriminatory outcomes, and actively works to influence social policy through data, analysis, and solutions. Those solutions require advocacy efforts to inform and engage those systems leaders who can change policies impacting race equity. In order to thoroughly support the policy analysis, the Foundation includes research and data collection, evaluation, public education, and other initiatives to influence policies in pursuit of the Organization's mission. The costs of operating the Center for Health Equity are allocated to Influence Systems Change.2 - Advancing Community Wealth to Health $1,286,689The Foundation adopts a theory of change in which the advancement of community wealth leads to advancements in community health. The Foundation defines community wealth comprehensively, including financial wealth, opportunity, and resilience, all of which are required to counteract decades of racist systems. During 2022, the Foundation advanced its initiative to convene anchor institutions around issues of racial equity in wealth and health, invested in a community listening initiative to identify areas of greatest need in the South St. Petersburg Community Redevelopment Area, and awarded grants in support of economic development for BIPOC businesses, non-profits, and communities.3 Equity Movement Building $1,056,005The Foundation accelerates social change to advance health equity through race equity. Moving along the continuum from awareness of inequity to action in the fulfilment of a social change mission involves a multi-faceted, multi-sector approach to community engagement. This includes education and awareness building with multi-platform messaging, gauging community needs through convenings, and cultivating opportunities for deeper engagement in race equity. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Short-term Corporate Bond | $19,206,706 | $19,206,706 |
| TIAA-CREF Core Impact Bond Fund | $12,788,967 | $12,788,967 |
| Eaton Vance Income Fund of Boston | $7,363,174 | $7,363,174 |
| Federated Hermes High Yield Bond Fund | $7,326,625 | $7,326,625 |
| TCW Met West Unconstrained Bond Fund | $38,679 | $38,679 |
| Pacifice Funds Floating Rate Income Fund | $30,264 | $30,264 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Aperio: Custom (S&P 500) | $52,450,513 | $52,450,513 |
| Aperio: Custom (MSCI EAFE) | $11,306,167 | $11,306,167 |
| FTSE Developed All Cap EX US Index Fund (Vanguard) | $5,622,931 | $5,622,931 |
| William Blair: Non-US Equity (SMA) | $5,609,626 | $5,609,626 |
| Nuveen: Small Cap Value | $4,831,265 | $4,831,265 |
| Granite: Small/Mid Cap Core | $4,740,386 | $4,740,386 |
| RBC Emerging Markets Equity Fund | $2,837,947 | $2,837,947 |
| Fidelity Large Cap Value Index Fund | $2,221,107 | $2,221,107 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Private Credit Managers IV Offshore LP | FMV | $445,103 | $445,103 |
| Vintage IX B Offshore SCSP | FMV | $190,000 | $190,000 |
| Certificate of Deposit | AT COST | $100,000 | $100,000 |
| Black Equity Opportunities Offshore SCSP | FMV | $39,925 | $39,925 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $237,151 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $237,151 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Right to Use Asset - Operating Lease | $0 | $1,365,035 | $1,365,035 |
| Recoverable Grant Receivable - Loan Funds | $600,000 | $682,975 | $682,975 |
| Income Tax Refunds and Credits Receivable (net) | $344,811 | $200,000 | $200,000 |
| Investment in Spark Plug | $100,000 | $100,000 | $100,000 |
| Security Deposit | $18,077 | $18,077 | $18,077 |
| Other Receivable | $6,682 | $802 | $802 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Loss on Investments | $48,116,040 |
| Other Adjustment | $1,999 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Marketing and Communications | $479,930 | $331 | $0 | $479,599 |
| Direct Community Investment | $296,894 | $0 | $0 | $296,894 |
| Technology | $251,499 | $8,841 | $0 | $242,658 |
| Other Administrative Expenses | $106,995 | $6,903 | $0 | $100,092 |
| Office Operations | $58,253 | $4,302 | $0 | $53,950 |
| Expenses from Discontinued Operations | $27,896 | $0 | $0 | $27,896 |
| Evaluation | $16,813 | $0 | $0 | $16,813 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Interest on Federal Tax Refund | $13,859 | $13,859 |
| Other Revenue | $3,602 | $3,602 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Lease Liability | $0 | $1,521,737 |
| Professional/General Claims | $202,987 | $152,570 |
| Deferred Rent | $163,435 | $0 |
| Accrued Retirement | $83,103 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other Professional Fees | $1,746,174 | $29,774 | $0 | $1,717,673 |
| Investment Management | $493,367 | $376,102 | $0 | $0 |
| Investment Expenses - Sparkplug Portfolio Investments | $0 | $1,274 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax | $331,106 | $0 | $0 | $0 |
| Federal Income Tax | $148,824 | $0 | $0 | $0 |
| Foreign Taxes from Investments | $0 | $60,056 | $0 | $0 |
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