GENSPIRATION FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GENSPIRATION FOUNDATION INC (EIN 81-5168277)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-04
- IRS object ID
- 202302779349101105
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-04T17:21:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E MARKET ST STE 720 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44305 | 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 | 815168277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genspiration Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVEN GREENBAUM | InCareOfNm |
| Business Name Control | GENS | BusinessNameControlTxt |
| Phone | 8132278456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E KENNEDY BLVD SUITE 3700 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOREEN SEGREST | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8132278456 | PhoneNum |
| Signature | 2023-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NOREEN | PersonFirstNm |
| Person Last | SEGREST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON M BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,177,521 | 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 | $4,440,898 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $278,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,252,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $148 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,932,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,892 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,348 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,815 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,907 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,908 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,747 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,374 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,373 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,471 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,356 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $151,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,487,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $372,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,069,757 | CashBOYAmt |
| Cash EOY | $8,214 | CashEOYAmt |
| Cash EOYFMV | $8,214 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $297,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,533,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,536,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,524,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,412,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,889,002 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,866,573 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,925,969 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,773,683 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $644,611 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,010,108 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $969,907 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,402,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,889,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,177,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,402,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,889,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,402,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,889,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,402,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,889,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,402,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,487,678 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,890,276 | SubtotalAmt |
| Other Decreases | $1,000,328 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,889,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK - LTCG | P | $5,009,924 | $4,565,032 | $444,892 | $444,892 |
| PUBLICLY TRADED STOCK - STCG | P | $2,228,353 | $2,474,091 | -$245,738 | -$245,738 |
| CAPITAL GAIN DIVIDENDS | P | $14,065 | |||
| CAPITAL GAIN DIVIDENDS | P | $14,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,183 | SubtotalAmt |
| Tax Based On Investment Income | $5,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,601 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $28,601 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,418 | OverpaymentAmt |
| Applied To ES Tax | $23,418 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN GREENBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8136322828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15603 CHESWICK COURT | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| GENSHAFT JUDY L | ||||||||
| 101 E KENNEDY BLVD SUITE 3700 | TAMPA | FL | 33602 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM JOEL D | ||||||||
| 101 E KENNEDY BLVD SUITE 3700 | TAMPA | FL | 33602 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM STEVEN I | ||||||||
| 101 E KENNEDY BLVD SUITE 3700 | TAMPA | FL | 33602 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| CAMPBELL AMELIA M | ||||||||
| 101 E KENNEDY BLVD SUITE 3700 | TAMPA | FL | 33602 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| Greenbaum Bryan | ||||||||
| 101 E KENNEDY BLVD SUITE 3700 | TAMPA | FL | 33602 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| SEGREST NOREEN | ||||||||
| 101 E KENNEDY BLVD SUITE 3700 | TAMPA | FL | 33602 | EXECUTIVE DIRECTOR | 7.0 | $22,240 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,523,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,629,680 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,629,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,455,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $572,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $572,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,183 | TotalTaxAmt |
| Distributable Before Adj | $567,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $567,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $567,579 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $326,114 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,830 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,830 | AppliedToYear1Amt |
| Applied To Current Year | $269,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $298,295 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVE GREENBAUM JUDY GENSHAFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| USF Foundation | |||||||
| 4202 E Fowler Avenue | Tampa | FL | 33620 | NONE | PC | RESTRICTED CAPITAL EXPENDITURE | $230,985 |
| USF HILLEL | |||||||
| 13101 USF Sycamore Drive | TAMPA | FL | 33620 | NONE | GENERAL OPERATIONAL EXPENSES | $60,000 | |
| STAGEWORKS | |||||||
| 1120 E Kennedy Blvd suite 151 | TAMPA | FL | 33602 | NONE | GENERAL OPERATIONAL EXPENSES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,485 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $491,894 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $491,894 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Steve Greenbaum Judy Genshaft | |||||||
| 1 | 15603 Cheswick Court | Tampa | FL | 33647 | $2,960,898 | Yes (X) | |
| Steve Greenbaum Judy Genshaft | |||||||
| 2 | 15603 Cheswick Court | TAMPA | FL | 33602 | $1,480,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SEE ATTACHED | $2,810,326 | 2022-12-15 |
| 2 | SEE ATTACHED | $150,572 | 2022-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG | CategoryTxt |
| Amt | $6,747 | Amt |
| Net Investment Income | $3,374 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,373 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC ISHARES TR 1-5 YR INVT | ||
| MFC ISHARES TR ISHARES 5-10 YR | ||
| MFO BLACKROCK FDS V HIGH YD | ||
| MFO BLACKROCK FDS V FLTG RATE | ||
| MFC FLEXSHARES TR HIGH YD | ||
| SEE ATTACHED | $4,925,969 | $4,773,683 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC CO COM | ||
| ISHARES CORE S P 500 FDS | ||
| MFC SPDR INDEX SHS FDS | ||
| MFC SPDR S&P 500 ETF TR UNITS | ||
| NXP SEMICONDUCTORS N V COM STK | ||
| ALBEMARLE CORP COM | ||
| MFC ISHARES CORE S&P MID-CAP | ||
| MFC ISHARES TR CORE S&P SM-CAP | ||
| CANADIAN NAT RES LTD COM | ||
| CANADIAN PAC RY LTD COM NPV | ||
| VANGUARD FTSE DEV MARKETS ETF | ||
| AMBEV SA SPONSORED ADR | ||
| MFO INVESCO DEV MARKETS FUND | ||
| TAIWAN SEMICONDUCTOR MFG. SPON | ||
| SEE ATTACHED | $7,412,285 | $6,889,002 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL WARD AND HENDERSON | CategoryTxt |
| Legal Fees | $21,815 | LegalFeesAmt |
| Net Investment Income | $10,907 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,908 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC FLEXSHARES TR STOXX GLOBAL | $172,720 | $209,355 | $185,005 |
| MFO DFA INVT DIMENSIONS GR INC | $175,000 | $256,859 | $196,362 |
| MFC FLEXSHARES TR MORNINGSTAR | $296,891 | $543,894 | $588,540 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $1,000,328 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sec. 1411 Net Investment Income | Desc |
| Revenue And Expenses Per Books | $148 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $148 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $39,471 | Amt |
| Net Investment Income | $39,471 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $4,306 | $4,306 |
| FEDERAL TAXES PAID | $57,050 | $57,050 |
Comments