WHITE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 02-0794045)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-18
- IRS object ID
- 202342919349100614
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-18T13:05:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273605969 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 FOUNTAIN PKWY N STE 410 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | 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 | 020794045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 7277419187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2491 | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34688 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY STANTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7277419187 | PhoneNum |
| Signature | 2023-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | STANTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JESSICA N RILEY | PreparerPersonNm |
| PTIN | P00745420 | PTIN |
| Phone | 7275721400 | 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 | $5,238,025 | 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 | $500,203 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $351,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,371,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $351,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$949 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$943 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $953,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $453,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,010 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,010 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,761 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $723 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,333 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $846,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $846,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $943,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $880,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $401,629 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $217,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,119 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,119 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $194,467 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $174,840 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $151,127 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,910,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,084,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,474,546 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $268,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $271,860 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $243,299 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,007,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $701,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,254,046 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,021 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,888 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,888 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,601,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,347,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,238,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,601,152 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,347,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,601,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,347,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,601,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,347,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,601,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $442 | OtherIncreasesAmt |
| Subtotal | $4,611,087 | SubtotalAmt |
| Other Decreases | $263,270 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,347,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,366,909 | $2,029,800 | $337,109 | $337,109 | |
| CAPITAL LOSS FROM K-1S | -$49,734 | -$49,734 | P | ||
| CAPITAL GAIN FROM K-1S | $60,058 | $60,058 | P | ||
| CAPITAL GAINS DIVIDENDS | $4,251 | $4,251 | $4,251 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $351,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,583 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,507 | 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 | $12,507 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,924 | OverpaymentAmt |
| Applied To ES Tax | $6,924 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEWHITEFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY E STANTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7277419187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST TARPON AVENUE | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH C WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | SETTLOR | 0.50 | $0 | $0 | $0 |
| JO ANN M WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MEGAN L ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAUREN W CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| DOUGLAS E CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID E HERMAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AMY STANTON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAY R ROOTH | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN C ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,059,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,254,046 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,648,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,648,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,563,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,583 | TotalTaxAmt |
| Distributable Before Adj | $272,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $880,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $880,333 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $93,635 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $124,096 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,940 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $390,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $880,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $607,732 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $997,998 | 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 | $93,635 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $904,363 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $124,096 | ExcessFromYear3Amt |
| Excess From Year2 | $128,940 | ExcessFromYear2Amt |
| Excess From Year1 | $43,595 | ExcessFromYear1Amt |
| Excess From Current Year | $607,732 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH C WHITE | ContributingManagerNm |
| Contributing Manager | JO ANN M WHITE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY STANTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST TARPON AVENUE | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7277419187 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER DESCRIBING THE PURPOSE AND NEEDS OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A KIDS PLACE OF TAMPA BAY INC | ||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | PC | SAFE HAVEN FOR FOSTER CHILDREN | $10,000 |
| ACADEMY PREP CENTER OF ST PETERSBURG INC | ||||||
| 2301 22ND AVE S | ST PETERSBURG | FL | 33712 | PC | YOUTH DEVELOPMENT | $20,000 |
| ACHIEVE PLANT CITY | ||||||
| 504 E BAKER ST | PLANT CITY | FL | 33563 | PC | FAMILY LITERACY | $10,000 |
| BROOKWOOD FLORIDA INC | ||||||
| 901 SEVENTH AVE S | ST PETERSBURG | FL | 33705 | PC | MENTAL HEALTH AND CRISIS INTERVENTION | $20,000 |
| CHILDREN'S DREAM FUND | ||||||
| PO BOX 1881 | ST PETERSBURG | FL | 33731 | PC | PROGRAMS FOR CHILDREN WITH LIFE-THREATENING ILLNESSES | $20,000 |
| CLEARWATER CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 2750 HAINES BAYSHORE RD | CLEARWATER | FL | 33760 | PC | CATHOLIC EDUCATION PROGRAMS | $20,000 |
| CLEARWATER FREE CLINIC | ||||||
| 1218 COURT ST | CLEARWATER | FL | 33756 | PC | COMPREHENSIVE MEDICAL CARE SERVICES | $10,000 |
| CLOTHES TO KIDS INC | ||||||
| 5011-H WEST HILLSBOROUGH AVE | TAMPA | FL | 33634 | PC | CLOTHES FOR CHILDREN IN NEED | $18,000 |
| COMMUNITY ACTION STOPS ABUSE (CASA) | ||||||
| 1011 1ST AVE N | ST PETERSBURG | FL | 33705 | PC | SHELTER AND TRANSITIONAL HOUSING PROGRAMS | $500,000 |
| CREATIVE CLAY INC | ||||||
| 1846 1ST AVE S | ST PETERSBURG | FL | 33712 | PC | SERVICES FOR DISABLED PERSONS | $5,000 |
| DIOCESE OF VENICE HURRICANE IAN RELIEF FUND | ||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | PC | HUMANITARIAN AID | $6,000 |
| FIRST TEE OF ST PETERSBURG | ||||||
| 3790 22ND AVE S | ST PETERSBURG | FL | 33711 | PC | YOUTH DEVELOPMENT | $6,000 |
| GREAT EXPLORATIONS INC | ||||||
| 1925 4TH ST N | ST PETERSBURG | FL | 33704 | PC | HANDS ON LEARNING PROGRAMS | $10,000 |
| GULF COAST JFCS-HEART GALLERY | ||||||
| 14041 ICOT BLVD | CLEARWATER | FL | 33760 | PC | FOSTER CARE SERVICES | $10,000 |
| LIFT ACADEMY | ||||||
| 13400 PARK BLVD | SEMINOLE | FL | 33776 | PC | NEURODIVERSITY PROGRAMS | $20,000 |
| LIGHTHOUSE OF PINELLAS | ||||||
| 6925 112TH CIRCLE N STE 103 | LARGO | FL | 33773 | PC | PROGRAMS FOR THE BLIND AND VISUALLY IMPAIRED | $10,000 |
| LIZ'S LEGACY FOUNDATION INC | ||||||
| PO BOX 155 | WINDERMERE | FL | 34787 | PC | SERVICES FOR TROUBLED YOUTH | $15,000 |
| MORNING STAR CATHOLIC SCHOOL OF PINELLAS PARK | ||||||
| 46681 80TH AVE N | PINELLAS PARK | FL | 33781 | PC | CATHOLIC EDUCATION PROGRAMS | $20,000 |
| PARC INC | ||||||
| 3190 TYRONE BLVD N | ST PETERSBURG | FL | 33710 | PC | SERVICES FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES | $20,000 |
| PINELLAS COUNTY SHERIFFS PAL INC | ||||||
| 3755 46TH AVE N | ST PETERSBURG | FL | 33714 | PC | YOUTH DEVELOPMENT | $20,000 |
| SHORECREST PREPARATORY SCHOOL | ||||||
| 5101 FIRST ST NE | ST PETERSBURG | FL | 33703 | PC | YOUTH EDUCATION | $10,000 |
| ST ANNE PARISH FOOD PANTRY | ||||||
| 106 11TH AVE NE | RUSKIN | FL | 33570 | PC | FOOD PANTRY | $3,000 |
| THE KIND MOUSE PRODUCTIONS INC | ||||||
| 1801 16TH ST N | ST PETERSBURG | FL | 33704 | PC | ASSISTANCE FOR FAMILIES IN TRANSITION | $20,000 |
| THE PAYTON WRIGHT FOUNDATION | ||||||
| PO BOX 110067 | BRADENTON | FL | 34211 | PC | FINANCIAL ASSISTANCE FOR FAMILIES OF CHILDREN BEING TREATED FOR CANCER | $20,000 |
| TRINITY PREPARATORY SCHOOL | ||||||
| 5700 TRINITY PREP LANE | WINTER PARK | FL | 32792 | PC | YOUTH EDUCATION | $3,000 |
| WHEELCHAIRS 4 KIDS INC | ||||||
| 1976 S PINELLAS AVE | TARPON SPRINGS | FL | 34689 | PC | PROGRAMS FOR CHILDREN WITH PHYSICAL DISABILITIES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $846,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,277 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $351,684 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME FROM TIMUCUAN FUND LP | 523000 | $245 | 01 | -$667 |
| INCOME FROM ENERGY TRANSFER LP | 523000 | -$251 | 01 | -$276 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $453,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $453,250 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND JO ANN WHITE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 BELLEVIEW BLVD 701 | AddressLine1Txt |
| City | BELLEAIR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,203 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,169 SHARES SPDR S&P 500 ETF TRUST (SPY) | NoncashPropertyDesc |
| Fair Market Value | $500,203 | FairMarketValueAmt |
| Received | 2022-08-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,020 | Amt |
| Net Investment Income | $3,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,010 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $271,860 | EOYBookValueAmt |
| EOYFMV | $243,299 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $1,012,225 | $904,073 |
| DOMESTIC EQUITIES | $2,071,977 | $2,570,473 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $174,840 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $151,127 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIMUCUAN FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $701,908 | BookValueAmt |
| EOYFMV | $1,254,046 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $3,021 | BOYBookValueAmt |
| EOY Book Value | $2,888 | EOYBookValueAmt |
| EOYFMV | $2,888 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION ON DONATED SECURITIES | Desc |
| Amt | $263,270 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $41 | $0 | $41 |
| LIABILITY INSURANCE | $682 | $0 | $682 |
| INVESTMENT EXPENSES | $226 | $226 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM TIMUCUAN FUND LP | -$422 | -$667 | -$422 |
| INCOME FROM ENERGY TRANSFER LP | -$527 | -$276 | -$527 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX K-1 DIFFERENCE | Desc |
| Amt | $442 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $42,000 | $11,400 | $30,600 |
| INVESTMENT ADVISORY FEES | $28,052 | $28,052 | $0 |
| WEALTH MANAGEMENT FEES | $7,178 | $7,178 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,761 | $1,761 | $0 |
| FEDERAL TAX PAYMENTS | $12,000 | $0 | $0 |
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