2023-09-18T10:45:14-05:00 2022-12-31 621517792 PYA PC 3000 Bayport Drive Suite 860 Tampa FL 33607 990PF 2022-01-01 592592846 Foundation for a Healthy St Petersburg Inc FOUN 7278654650 2333 34th Street South St Petersburg FL 33711 Carol Martin Brown Chief Financial and Admin. Officer 7278654650 2023-09-18 1 Carol Martin Brown 999009999 1 Terry Haefner P01258953 8134243700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 146521717 X 965914 X 3269532 3355004 3355004 19785376 453754574 19864905 17461 0 17461 24038283 23219909 3372465 706759 56541 0 650218 1187051 94964 0 1092087 286012 22881 0 263131 237151 0 0 237151 53916 5392 0 48525 2239541 407150 0 1717673 479930 60056 0 0 601130 0 0 585266 53133 0 532133 76259 6491 0 69768 1238280 20377 0 1217902 7691295 726985 0 5828588 1239059 1254367 8930354 726985 0 7082955 15107929 22492924 3372465 812767 1384004 1384004 5083391 2060428 2060428 21406 176013 233935 176013 176013 262887 217260 217260 120197746 89619942 89619942 46457884 46754415 46754415 100000 775028 775028 5212675 2044937 3688649 3167738 3167738 1069570 2366889 2366889 177928235 146521717 146521717 295169 724487 849949 799441 449525 1674307 1594643 3198235 X 175225697 141299478 1107895 2024004 176333592 143323482 177928235 146521717 176333592 15107929 0 191441521 48118039 143323482 Goldman Sachs Capital Gain Distributions P 13116 13116 Goldman Sachs 6422 2022-01-01 2022-06-30 6948763 7126384 -177621 -177621 Goldman Sachs 6422 2020-01-01 2022-01-01 45626706 43938502 1688204 1688204 Goldman Sachs 8618 2022-01-01 2022-06-30 207045035 212378469 -5333434 -5333434 Goldman Sachs 8618 2020-01-01 2022-01-01 3767538 3651158 116380 116380 Goldman Sachs 0887 2022-01-01 2022-06-30 1938759 2278645 -339886 -339886 Goldman Sachs 0887 2020-01-01 2022-01-01 6669859 5381460 1288399 1288399 Goldman Sachs 0895 2022-01-01 2022-06-30 14844449 16994853 -2150404 -2150404 Goldman Sachs 0895 2020-01-01 2022-01-01 13628207 11546101 2082106 2082106 Goldman Sachs 0903 2022-01-01 2022-06-30 100753 117360 -16607 -16607 Goldman Sachs 0911 2022-01-01 2022-06-30 68408409 77784610 -9376201 -9376201 Goldman Sachs 0911 2020-01-01 2022-01-01 60597352 30713537 29883815 29883815 Goldman Sachs 1232 2022-01-01 2022-06-30 7055568 7679018 -623450 -623450 Goldman Sachs 1232 2020-01-01 2022-01-01 5290434 3399222 1891212 1891212 Goldman Sachs 1323 2022-01-01 2022-06-30 6285629 7435048 -1149419 -1149419 Goldman Sachs 1323 2020-01-01 2022-01-01 5429752 3352795 2076957 2076957 Raymond James 2252 2022-01-01 2022-06-30 79245 83982 -4737 -4737 Raymond James 2252 2020-01-01 2022-01-01 38116 41641 -3525 -3525 19864905 -19171759 312652 0 312652 0 312652 525000 0 0 0 525000 X 0 212348 212348 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 www.healthystpete.foundation Carol Martin Brown 7278654650 2333 34th Street South St Petersburg FL 33711 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Randall H Russell 2333 34th Street South St Petersburg FL 33711 President/CEO 50.00 242543 21625 0 Carl Lavender 2333 34th Street South St Petersburg FL 33711 VP and Interim Co-CEO 50.00 234650 14520 0 Carol Martin Brown 2333 34th Street South St Petersburg FL 33711 Chief Financial and Admin. Officer 50.00 229566 28684 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 Julie Rocco 2333 34th Street South St Petersburg FL 33711 Director of Grants M 40.00 126252 22460 0 Belinda Childs 2333 34th Street South St Petersburg FL 33711 Controller 40.00 119049 15262 0 Caroline Hepburn 2333 34th Street South St Petersburg FL 33711 Senior Director of E 40.00 100089 771 0 Kyandra Darling 2333 34th Street South St Petersburg FL 33711 Innovation Officer 40.00 79035 20386 0 Kewa Wright 2333 34th Street South St Petersburg FL 33711 Senior Administrator 40.00 85416 13398 0 8 St Petian Collaborative Inc 441 33rd Street North 1114 St Petersburg FL 33713 Consulting Services 273165 R Edward Wilhoite Jr PO Box 5989 Maryville TN 37802 Consulting and Advisory Services 259220 Trenam Law PO Box 1102 Tampa FL 336011102 Legal Services 228892 Nixon & Co Consulting Group LLC 1208 N Caldwell Street Charlotte NC 28206 Consulting Services 149700 Roundhouse Creative Inc PO Box 15938 St Petersburg FL 33733 Communications Services 149137 13 Influence Systems Change - See statement 19 1548201 Advancing Community Wealth to Health - See statement 19 1286689 Equity Movement Building - See statement 19 1056005 0 144326319 4758836 0 149085155 0 152570 148932585 2233989 146698596 7334930 7334930 312652 312652 7022278 0 7022278 0 7022278 7082955 0 82426 7165381 7022278 0 0 6601439 1162467 7324075 3800276 1030078 19918335 7165381 0 0 0 7022278 143103 0 0 20061438 0 0 0 0 0 0 6601439 13459999 1162467 7324075 3800276 1030078 143103 Foundation for a Healthy St Petersb 2333 34th Street South St Peterburg FL 33711 7278654650 info@healthystpete.foundation 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. In 2022, rolling submissions throughout the year. In 2023, deadline varies according to grant type. 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/. 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. 40508 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. 2000 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. 10000 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. 67500 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. 2500 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. 5000 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. 10000 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. 47500 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. -21175 Florida Department of Health in Pinellas County 205 Dr Martin Luther King Jr Street North 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 106969 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. 2090 Grantmakers in Health 1100 Connecticut Avenue NW Suite 1100 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. 13500 Grantmakers in Health 1100 Connecticut Avenue NW Suite 1100 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. 25000 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. 7500 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. 5000 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. 28500 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. 23750 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. -8406 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. 160625 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. 71250 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. 10290 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. 47500 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. 2500 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. 2250 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. 5000 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. 131250 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. 48650 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. 25000 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. 163875 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. 2500 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. 25014 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. 3750 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. 47500 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. 23750 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. 10000 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. 58072 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. 38745 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. 5000 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. 1050 1254367 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. 80000 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. 82500 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. 52500 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. 25000 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. 3750 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. 10000 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. 50000 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. 1316 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. 58250 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. 2500 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. 26250 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. 150000 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. 76250 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). 50000 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. 100000 768316 14 3269532 18 19851789 Interest on Federal Tax Refund 01 13859 Other Revenue 01 3602 0 23138782 0 23138782 0 0 0 0 0 0 1 1 0 1b(5) 200000 Tampa Bay Black Business Investment Corporation Race Equity Loan Fund Funding - $200,000 1b(6) 85000 Tampa Bay Black Business Investment Corporation Racial Equity Loan Fund administration services - $85,000 1b(6) 35000 St Petersburg Innovation District Membership fee - $35,000 1b(6) 3000 St Petersburg Downtown Partnership Membership fee - $3,000 0 Accounting Fees 53916 5392 0 48525 League of Women Voters of the St Petersburg Area Inc 2335 22nd Ave S Suite 5 St Petersburg FL 33712 2021-12-20 50000 To accelerate race equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. 23750 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 25000 To advance community wealth to health by supporting digital inclusion efforts creating equitable access to broadband services and technology in St. Petersburg. 2500 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. 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. Ishares Short-term Corporate Bond 19206706 19206706 TIAA-CREF Core Impact Bond Fund 12788967 12788967 Eaton Vance Income Fund of Boston 7363174 7363174 Federated Hermes High Yield Bond Fund 7326625 7326625 TCW Met West Unconstrained Bond Fund 38679 38679 Pacifice Funds Floating Rate Income Fund 30264 30264 Aperio: Custom (S&P 500) 52450513 52450513 Aperio: Custom (MSCI EAFE) 11306167 11306167 FTSE Developed All Cap EX US Index Fund (Vanguard) 5622931 5622931 William Blair: Non-US Equity (SMA) 5609626 5609626 Nuveen: Small Cap Value 4831265 4831265 Granite: Small/Mid Cap Core 4740386 4740386 RBC Emerging Markets Equity Fund 2837947 2837947 Fidelity Large Cap Value Index Fund 2221107 2221107 Private Credit Managers IV Offshore LP FMV 445103 445103 Vintage IX B Offshore SCSP FMV 190000 190000 Certificate of Deposit AT COST 100000 100000 Black Equity Opportunities Offshore SCSP FMV 39925 39925 Legal Fees 237151 0 0 237151 Right to Use Asset - Operating Lease 0 1365035 1365035 Recoverable Grant Receivable - Loan Funds 600000 682975 682975 Income Tax Refunds and Credits Receivable (net) 344811 200000 200000 Investment in Spark Plug 100000 100000 100000 Security Deposit 18077 18077 18077 Other Receivable 6682 802 802 Unrealized Loss on Investments 48116040 Other Adjustment 1999 Marketing and Communications 479930 331 0 479599 Direct Community Investment 296894 0 0 296894 Technology 251499 8841 0 242658 Other Administrative Expenses 106995 6903 0 100092 Office Operations 58253 4302 0 53950 Expenses from Discontinued Operations 27896 0 0 27896 Evaluation 16813 0 0 16813 Interest on Federal Tax Refund 13859 13859 Other Revenue 3602 3602 Lease Liability 0 1521737 Professional/General Claims 202987 152570 Deferred Rent 163435 0 Accrued Retirement 83103 0 Other Professional Fees 1746174 29774 0 1717673 Investment Management 493367 376102 0 0 Investment Expenses - Sparkplug Portfolio Investments 0 1274 0 0 Federal Excise Tax 331106 0 0 0 Federal Income Tax 148824 0 0 0 Foreign Taxes from Investments 0 60056 0 0