HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202531199349101228
- Schema version
- 2024v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T13:43:27-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510597487 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCLANATHAN BURG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 2ND AVE N STE 600 | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337013346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593395491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUGH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUG | BusinessNameControlTxt |
| Phone | 7278941040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 - 3RD ST SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H HENRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7275781040 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY P MCCLANATHAN | PreparerPersonNm |
| PTIN | P01032372 | PTIN |
| Phone | 7278941040 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,598,110 | 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 | $1,501,595 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $652,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $652,908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,815,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,815,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,486,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,185,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,580,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,060 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,060 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,460,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,053,316 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $25,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,125 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $466,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $466,008 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $112,619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112,619 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,597 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $605,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $605,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,183,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,183,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,788,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $605,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,183,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $672,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,447,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$3 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $1,748,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,133,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,133,814 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $62,854 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $110,254 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $110,254 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,848,813 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,728,803 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,530,175 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $65,005,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,998,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,619,911 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,469,163 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,915,618 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,779,583 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,505,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,424,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,424,373 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $81,639,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,311,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,598,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $81,639,206 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,311,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,639,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,311,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,639,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,311,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,639,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $672,042 | ExcessRevenueOverExpensesAmt |
| Subtotal | $82,311,248 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $82,311,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED 2024 SCH. D-1 RBC 33266 | D | $8,379,253 | $2,715,121 | $5,664,132 | $5,664,132 |
| SEE ATTACHED 2024 SCH. D-1 RBC 33266 | P | $5,127,157 | $4,302,502 | $824,655 | $824,655 |
| SEE ATTACHED 2024 SCH. D-1 RBC 33266 | P | $591,060 | $587,196 | $3,864 | $3,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,580,698 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,864 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $117,427 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $117,427 | SubtotalAmt |
| Tax Based On Investment Income | $117,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,254 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $110,254 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,173 | TaxDueAmt |
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 |
| Individual With Books | SUSAN H HENRY | IndividualWithBooksNm |
| Phone | 7278941040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH | AddressLine1Txt |
| Address Line2 | SUITE 300 | AddressLine2Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN H HENRY | |||||||||
| 100 3RD STREET SOUTH | SUITE 300 | ST PETERSBURG | FL | 33701 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| W ROBB HOUGH JR | |||||||||
| 100 3RD STEET SOUTH | SUITE 300 | ST PETERSBURG | FL | 33701 | SECRETARY | 4.00 | $0 | $0 | $0 |
| HELEN H FEINBERG | |||||||||
| 100 3RD STREET SOUTH | ST PETERSBURG | FL | 33701 | TREASURER | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PURCHASE OF BUILDING FOR LEASE TO THE CANTERBURY SCHOOL OF FLORIDA, INC. A 501(C)(3) ORG. EIN: 59-1218022 | Description1Txt |
| Expenses1 | $1,119,345 | Expenses1Amt |
| Total | $1,119,345 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,554,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,870,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,424,201 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $118,424,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,776,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,647,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,832,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,832,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $117,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $117,427 | TotalTaxAmt |
| Distributable Before Adj | $5,714,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,714,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,714,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,183,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,119,345 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,302,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,714,965 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $292,801 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,214,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,854,465 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,361,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,302,845 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,714,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $587,880 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,949,484 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $292,801 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,656,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,214,338 | ExcessFromYear2Amt |
| Excess From Year1 | $7,854,465 | ExcessFromYear1Amt |
| Excess From Current Year | $587,880 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN H HENRY | RecipientPersonNm |
| Recipient Email Address | INFO@HOUGHFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION USES AN ONLINE APPLICATION FORM LOCATED AT HFFOUNDATION.PAPERFORM.CO AND ONLY MAKES GRANTS FOR THE BENEFIT OF ST. PETERSBURG, FLORIDA. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BURG BASEBALL | |||||||
| 1875 59TH CIR SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $20,500 |
| CANTERBURY | |||||||
| 990 62ND AVENUE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | SCHOLARSHIPS | $250,000 |
| CANTERBURY | |||||||
| 990 62ND AVENUE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | SCHOLARSHIPS | $250,000 |
| CANTERBURY ENDOWMENT DISTRIBUTION | |||||||
| 990 62ND AVENUE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $202,000 |
| GREAT EXPLORATIONS | |||||||
| 1925 4TH ST N | ST PETERSBURG | FL | 33704 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $25,000 |
| HABITAT FOR HUMANITY | |||||||
| 13355 49TH ST N STE B | CLEARWATER | FL | 33762 | NONE | 509(A)(1) | SO. ST. PETERSBURG PROPERTIES & TOWN | $250,000 |
| JA TAMPA BAY | |||||||
| 13707 N 22ND ST | TAMPA | FL | 33613 | NONE | 509(A)(1) | 3DE PROGRAM AT SPHS, GIBBS HS & LAKE | $225,000 |
| JAMES MUSEUM | |||||||
| 150 CENTRAL AVE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | MATCHING FUND | $25,000 |
| JOHNS HOPKINS ALL CHILDRENS | |||||||
| 501 6TH AVE S | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | IBPS BRAIN RESEARCH | $775,000 |
| MASTER CHORALE OF TAMPA BAY | |||||||
| 30382 USF HOLLY DR | TAMPA | FL | 33620 | NONE | 509(A)(1) | OPERATIONS, MATCH | $20,000 |
| MOREAN ARTS CENTER | |||||||
| 710 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | WORD AND IMAGE PROGRAM | $15,000 |
| PINELLAS YOUTH SYMPHONY | |||||||
| PO BOX 4106 | SEMINOLE | FL | 33775 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $20,000 |
| READY FOR LIFE | |||||||
| 2300 TALL PINES DR 100 | LARGO | FL | 33771 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $50,000 |
| SING OUT AND READ | |||||||
| 1211 N WESTSHORE BLVD ST | TAMPA | FL | 33607 | NONE | 509(A)(1) | SOUTH PINELLAS READING ENRICHMENT | $50,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM CAPITAL CAMPAIGN | $1,200,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM CAPITAL CAMPAIGN | $200,000 |
| TAMPA BAY WATCH MARINE EDUCATION CE | |||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | NONE | 509(A)(1) | BAY VISTA PARK SEAGRASS PROJECT | $25,000 |
| THE FLORIDA ORCHESTRA | |||||||
| 244 2ND AVE N STE 420 | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | MASTERWORKS SERIES SPONSOR | $200,000 |
| USMMA SAILING FOUNDATION INC | |||||||
| 300 STEAMBOAT RD YOCUM SA | KINGS POINT | NY | 11024 | NONE | 509(A)(1) | ST PETE TRAINING CENTER MATCHING FUN | $15,000 |
| VOICES OF HOPE FOR APHASIA | |||||||
| 6798 CROSSWINDS DR N STE | ST PETERSBURG | FL | 33710 | NONE | 509(A)(1) | RENT SUPPORT | $36,000 |
| SIN BARCOS INC | |||||||
| 6400 12TH ST S | ST PETERSBURG | FL | 33705 | NONE | 509(A)(1) | CREATION OF DIGITAL EXHIBT & OPERATI | $1,330,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,183,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,908 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,815,650 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,486,678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,959,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,959,296 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUSAN HOUGH HENRY PH D | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 5TH AVE NE | AddressLine1Txt |
| Address Line2 | SUITE 924 | AddressLine2Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,830 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNTING & TAX PREP FEES | $18,000 | $18,000 |
| CONSULTANT COSTS | $7,125 | $7,125 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 550000 BANK OF AMERICA CORP DEP SHS | $555,641 | $554,642 |
| 350000 BANK OF NY MELLON CORP DEPOSI | $329,723 | $342,080 |
| 250000 BEAL BK USA LAS VEGAS NEV CD | $249,950 | $250,083 |
| 500000 BENCHMARK MTG TR SER 2018-B4 | $492,871 | $482,760 |
| 500000 BRISTOL-MYERS SQUIBB CO DUE 6 | $465,645 | $431,755 |
| 430000 CITIGROUP COML MTG TR SER 201 | $421,978 | $428,068 |
| 300000 CSAIL COML MTG TR SER 2016-C5 | $260,469 | $285,114 |
| 175000 CSFB MORTGAGE BACKED SERIES 2 | ||
| 500000 CVS HEALTH CORP DUE 03/25/202 | $500,838 | $484,375 |
| 300000 DISNEY WALT CO DUE 10/01/43 5 | $316,746 | $294,903 |
| 500000 ENBRIDGE INC DUE 01/15/2083 D | $490,000 | $524,600 |
| 60000 FAIRFAX FINANCIAL HOLDING LTD | ||
| 1035000 FHLMC REMIC SERIES 5245CB | $760,708 | $768,845 |
| 550000 G N M A PASS THRU POOLMA7711 | $275,745 | $261,617 |
| 760000 G N M A PASS THRU POOLMA8102 | $623,347 | $594,709 |
| 305000 JEFFERIES GROUP LLC | $303,170 | $247,797 |
| 530000 JPMORGAN CHASE & CO CALLABLE | $499,017 | $527,636 |
| 130000 MORGAN STANLEY BAML TRUST SER | $110,878 | $114,841 |
| 125000 MORGAN STANLEY CAP TR SER 201 | $131,055 | $124,075 |
| 495000 OWL ROCK CAP CORP OID DUE 01/ | $499,995 | $489,926 |
| 750000 PNC FINL SVCS GROUP INC DEP S | $743,083 | $748,710 |
| 375000 PROSPECT CAP CORP ORIGINAL IS | $375,150 | $364,028 |
| 395000 SOUTHWEST AIRLINES COMPANY DU | $402,220 | $396,797 |
| 785000 TENNESSEE VALLEY AUTHORITY DU | $836,012 | $800,684 |
| 515000 TRUIST FINL CORP PERPETUAL DU | $493,811 | $512,209 |
| 250000 VMWARE INC DUE 08/21/2027 | $250,947 | $244,368 |
| 140000 WELL FARGO COM MTG TR SER 201 | $311,016 | $297,693 |
| 300000 WELLS FARGO COML MTG SER 2015 | $215,603 | $207,268 |
| 210000 WELLS FARGO COML MTG TR SER 2 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | ||
| ALLSTATE CORP | $1,207,176 | $2,350,110 |
| ALPHABET INC CLASS A | $716,496 | $3,584,963 |
| ALPHABET INC CLASS C | $102,810 | $1,516,093 |
| AMAZON.COM INC | $2,326,433 | $5,673,206 |
| AMGEN INC | $1,782,741 | $2,200,323 |
| APPLE INC | $211,105 | $3,325,828 |
| ARTISAN PARTNERS FDS INC | $1,579,520 | $2,395,560 |
| BANK OF AMERICA CORP | $43,673 | $592,973 |
| BARCLAYS PLC | $131,913 | $212,308 |
| BIOGEN INC | $2,828,233 | $1,559,478 |
| BLACKROCK CORPORATE HIGH YIELD | $326,366 | $317,905 |
| BLACKROCK INC | $107,565 | $568,936 |
| BLACKROCK INCOME TRUST | ||
| BOEING CO | $765,665 | $906,240 |
| CANADIAN PAC KANS CITY LTD COM | $1,672,056 | $1,506,526 |
| CARMAX INC | $1,276,495 | $902,794 |
| CHARLES SCHWAB CORP NEW | $1,330,909 | $2,785,144 |
| CHEVRON CORPORATION | $1,354,791 | $2,138,418 |
| CITIGROUP INC | $1,043,603 | $1,527,674 |
| CONOCOPHILLIPS | $964,232 | $2,132,651 |
| DOCUSIGN | ||
| EATON CORPORATION PLC | $387,813 | $1,756,256 |
| EBAY INC | $785,828 | $1,246,434 |
| EMERSON ELECTRIC CO | $155,645 | $379,226 |
| EXPEDIA GROUP INC | $1,041,959 | $2,433,470 |
| FRANKLIN INVS SECS TR CONV SECS FD | $743,227 | $857,168 |
| GE AEROSPACE | $676,755 | $2,495,408 |
| GE VERNOVA LLC | $226,554 | $1,139,414 |
| GILEAD SCIENCES INC | $1,304,255 | $1,790,962 |
| GOLDMAN SACHS ETF TRUST EQUITY | $514,475 | $559,345 |
| GOLDMAN SACHS GROUP INC | $1,556,396 | $4,646,811 |
| COMMON STOCK" | $2,337,686 | $1,059,216 |
| INTEL | ||
| INTERCONTINENTAL EXCHANGE INC | $1,335,333 | $1,779,775 |
| INTERNATIONAL BUSINESS | $557,039 | $985,718 |
| INVESCO OPPENHEIMER DEVELOPING MKTS | ||
| IONIS PHARMACEUTICALS INC COM | $639,244 | $553,172 |
| ISHARES RUSSELL 2000 ETF | $2,593,868 | $2,942,082 |
| JOHNSON & JOHNSON | $1,549,429 | $1,702,611 |
| JPMORGAN CHASE & CO | $1,639,686 | $4,970,627 |
| KEYCORP NEW | $591,483 | $902,472 |
| MARATHON PETE CORP COM | $103,666 | $603,059 |
| MEDTRONIC PLC | $1,580,382 | $1,379,528 |
| MERCK & CO INC | $161,066 | $422,889 |
| META PLATFORMS INC CLASS A | $1,367,191 | $4,670,028 |
| MGM RESORTS INTERNATIONAL | $1,529,645 | $2,224,461 |
| MICROSOFT CORP | $667,877 | $2,534,058 |
| MODERNA INC | $728,119 | $351,642 |
| NASDAQ INC | $52,233 | $622,114 |
| NETFLIX INC | $1,230,329 | $2,649,003 |
| PAYPAL HOLDINGS INC COM | $1,279,159 | $1,034,783 |
| PFIZER INC | $1,778,866 | $1,484,115 |
| QUALCOMM INC | $461,233 | $929,094 |
| RADIAN GROUP INC | $886,959 | $1,812,290 |
| SALESFORCE INC | $616,159 | $793,699 |
| SHELL PLC | $1,525,947 | $2,675,343 |
| SOUTHWEST AIRLINES CO | $1,148,766 | $947,781 |
| TCW SECURITIZED BOND FUND CL I" | $381,744 | $284,070 |
| TEXAS INSTRUMENTS INCORPORATED | $1,118,937 | $2,361,876 |
| TRUIST FINANCIAL CORPORATION | $2,368,068 | $2,783,738 |
| UBER TECHNOLOGIES INC | $1,233,682 | $2,140,214 |
| VANGUARD FTSE EMERGING MKTS EFT | $1,490,157 | $1,486,130 |
| VERTEX PHARMACEUTICALS INC | $325,726 | $845,670 |
| VIATRIS INC | $164,897 | $169,594 |
| WAYFAIR INC | $800,004 | $468,994 |
| WELLS FARGO & CO | $589,550 | $1,548,441 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,728,803 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,530,175 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NR - CANTERBURY SCHOOL | AT COST | $1,305,028 | $1,305,028 |
| SNELL ISLE SUNSET, LLC | AT COST | $1,119,345 | $1,119,345 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| DUES - ASSN. SMALL FOUNDATION | $830 | $830 |
| DOMAIN, SOFTWARE & OTHER IT C | $767 | $767 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,060 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,060 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $466,008 | Amt |
| Net Investment Income | $466,008 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX EXPENSE | $111,866 | $111,866 |
| FOREIGN TAXES PAID | $692 | $692 |
| ANNUAL REPORT | $61 | $61 |
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