2022-07-14T07:20:58-05:00 2021-12-31 510597487 MCCLANATHAN BURG & ASSOCIATES LLC 150 2ND AVE N STE 600 SAINT PETERSBURG FL 337013346 990PF 2021-01-01 593395491 THE HOUGH FAMILY FOUNDATION INC HOUG 7278941040 100 - 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 SUSAN H HENRY PRESIDENT 7275781040 2022-07-12 true SUSAN HENRY XXX-XX-XXXX JEFFREY P MCCLANATHAN P01032372 7278941040 2022-07-12 2021 2022-09-23 18:48:47Z X 126168102 X 1145816 235618 235618 1770798 1770798 4725461 10278288 4822483 4869 4869 7882562 6833768 14615 14615 19600 19600 459697 459697 74855 74855 1795 1795 570562 570562 0 4202000 4202000 4772562 570562 4202000 3110000 6263206 3295079 1344304 1344304 196719 179985 163722 72304126 77867855 115590634 6118202 5837349 6160145 3167576 2909297 2909297 85081702 88138790 126168102 52912 52912 0 X 85028790 88138790 85028790 88138790 85081702 88138790 85028790 3110000 88138790 88138790 SEE ATTACHED 2021 SCH. D-1 RBC 33266 P 468462 468453 9 9 0.5 GENERAL ELECTRIC CO P 2021-05-14 2021-08-09 52 53 -1 -1 SEE ATTACHED 2021 SCH. D-1 RBC 33266 P 99846 99749 97 97 39,880.359 LUBAX P 2020-03-06 2021-05-14 400000 400000 SEE ATTACHED 2021 SCH. D-1 RBC 35768 P 178672 184836 -6164 -6164 19,940.179 LUBFX P 2020-03-06 2021-05-19 200000 200000 SEE ATTACHED 2021 SCH. D-1 RBC 35768 D 1202707 538324 664383 664383 19,940.182 LUBFX P 2020-03-06 2021-05-20 200000 200000 SEE ATTACHED 2021 SCH. D-1 RBC 35768 P 4745713 1545228 3200485 3200485 SEE ATTACHED 2021 SCH. D-1 RBC 33267 P 155521 113739 41782 41782 SEE ATTACHED 2021 SCH. D-1 RBC 33267 P 180988 111541 69447 69447 SEE ATTACHED 2021 SCH. D-1 RBC 36394 P 52838 48254 4584 4584 SEE ATTACHED 2021 SCH. D-1 RBC 36394 P 694230 543858 150372 150372 SEE ATTACHED 2021 SCH. D-1 RBC 36396 P 9766 8975 791 791 SEE ATTACHED 2021 SCH. D-1 RBC 36396 P 50914 28737 22177 22177 SEE ATTACHED 2021 SCH. D-1 RBC 90662 P 53782 48942 4840 4840 SEE ATTACHED 2021 SCH. D-1 RBC 90662 P 816120 640055 176065 176065 SEE ATTACHED 2021 SCH. D-1 RBC 90668 P 55772 50243 5529 5529 SEE ATTACHED 2021 SCH. D-1 RBC 90668 P 366973 224818 142155 142155 4822483 51370 87059 87059 87059 38831 75000 113831 X 8 26764 26764 false false false false false false true true FL true false false false false true N/A SUSAN H HENRY 7278941040 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 false false false false false false false false false false false false false false false false false false false false SUSAN H HENRY 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 PRESIDENT 40.00 0 0 0 W ROBB HOUGH JR 100 3RD STEET SOUTH SUITE 300 ST PETERSBURG FL 33701 SECRETARY 10.00 0 0 0 HELEN H FEINBERG 100 3RD STREET SOUTH ST PETERSBURG FL 33701 TREASURER 10.00 0 0 0 NONE NONE IMPROVEMENTS TO BUILDING LEASED TO COMMUNITY ACTION STOPS ABUSE, INC., A 501(C)(3) ORG. EIN 59-2114359 44990 LOAN TO THE CANTERBURY SCHOOL OF FLORIDA, INC., A 501(C) (3) ORG. EIN 59-1218022 - 0.0% INTEREST RATE 275000 319990 120263120 1599894 0 121863014 121863014 1827945 120035069 6001753 6001753 87059 87059 5914694 5914694 5914694 4202000 319990 4521990 5914694 1685508 1685508 4521990 4521990 1392704 1392704 292804 0 292804 292804 X SUSAN H HENRY INFO@HOUGHFAMILYFOUNDATION.ORG THE FOUNDATION USES AN ONLINE APPLICATION FORM LOCATED AT HFFOUNDATION.PAPERFORM.CO AND ONLY MAKES GRANTS FOR THE BENEFIT OF ST. PETERSBURG, FLORIDA. AMERICAN STAGE 163 3RD ST N TAMPA FL 33701 NONE 509(A)(1) ARTS - OPERATIONAL SUPPORT 25000 BOY SCOUTS 13228 N CENTRAL AVE TAMPA FL 33612 NONE 509(A)(1) PINELLAS COUNTY, CAMP RENOVATIONS, 425000 BURG BASEBALL 1875 59TH CIR SOUTH ST PETERSBURG FL 33712 NONE 509(A)(1) EQUIPMENT; UNIFORMS 20000 CANTERBURY 990 62ND AVENUE NE ST PETERSBURG FL 33702 NONE 509(A)(1) CAPITAL CAMPAIGN 100000 CANTERBURY 990 62ND AVENUE NE ST PETERSBURG FL 33702 NONE 509(A)(1) SCHOLARSHIPS 750000 CANTERBURY ENDOWMENT DISTRIBUTION 990 62ND AVENUE NE ST PETERSBURG FL 33702 NONE 509(A)(1) OPERATIONAL SUPPORT 120000 THE FIRST TEE OF ST PETERSBURG 3790 22ND AVE S ST PETERSBURG FL 33711 NONE 509(A)(1) AFTER SCHOOL ENRICHMENT 25000 ST PETERSBURG FREE CLINIC 863 3RD AVENUE NORTH ST PETERSBURG FL 33701 NONE 509(A)(1) OPERATIONAL SUPPORT 150000 GREAT EXPLORATIONS 1925 4TH ST N ST PETERSBURG FL 33704 NONE 509(A)(1) OPERATIONAL SUPPORT 25000 JA TAMPA BAY 13707 N 22ND ST TAMPA FL 33613 NONE 509(A)(1) 3DE PROGRAM AT SPHS & GIBBS HS 150000 JAMES MUSEUM 150 CENTRAL AVE ST PETERSBURG FL 33701 NONE 509(A)(1) OPERATIONAL SUPPORT 250000 JOHNS HOPKINS ALL CHILDRENS 501 6TH AVE S ST PETERSBURG FL 33701 NONE 509(A)(1) IBPS BRAIN RESEARCH 50000 JOHNS HOPKINS ALL CHILDRENS 501 6TH AVE S ST PETERSBURG FL 33701 NONE 509(A)(1) HEALTHY WEIGHT INITIATIVE 200000 JOHNS HOPKINS ALL CHILDRENS 501 6TH AVE S ST PETERSBURG FL 33701 NONE 509(A)(1) BRAIN RESEARCH FITBIT (IBPS) 60000 MASTER CHORALE 30383 USF HOLLY DR TAMPA FL 33620 NONE 509(A)(1) OPERATIONAL SUPPORT 10000 MOREAN ARTS CENTER 710 CENTRAL AVENUE ST PETERSBURG FL 33701 NONE 509(A)(1) WORD AND IMAGE PROGRAM 10000 PATHFINDER OUTDOOR EDUCATION 1310 22ND AVE S ST PETERSBURG FL 33705 NONE 509(A)(1) TREE CLIMBING INITIATIVE 10000 READY FOR LIFE 2300 TALL PINES DR 100 LARGO FL 33771 NONE 509(A)(1) BUSS PASS PROGRAM 10000 ST PETERSBURG COLLEGE FOUNDATION PO BOX 13489 ST PETERSBURG FL 33733 NONE 509(A)(1) PALLADIUM 322000 ST PETERSBURG COLLEGE FOUNDATION PO BOX 13489 ST PETERSBURG FL 33733 NONE 509(A)(1) PALLADIUM CAPITAL CAMPAIGN 300000 SING OUT AND READ 1211 N WESTSHORE BLVD ST TAMPA FL 33607 NONE 509(A)(1) PINELLAS READING ENRICHMENT 30000 ST PETERSBURG COLLEGE PO BOX 13489 ST PETERSBURG FL 33733 NONE 509(A)(1) NURSING/WORKFORCE 400000 ST PETERSBURG MUSEUM OF HISTORY 335 2ND AVE NE ST PETERSBURG FL 33701 NONE 509(A)(1) CAPITAL CAMPAIGN 100000 ST PETERSBURG MUSEUM OF HISTORY 335 2ND AVE NE ST PETERSBURG FL 33701 NONE 509(A)(1) FLA STUDY - DIGITAL ARCHIVE 380000 ST PETERSBURG MUSEUM OF HISTORY 335 2ND AVE NE ST PETERSBURG FL 33701 NONE 509(A)(1) LA FLORIDA COPYRIGHT 5000 ST PETE OPERA CO 2145 1ST AVE S ST PETERSBURG FL 33731 NONE 509(A)(1) OPERATIONAL SUPPORT 10000 SOUTHEASTERN GUIDE DOGS 4210 77TH ST E PALMETTO FL 34221 NONE 509(A)(1) VETERAN TEAM SCHOLARSHIP 50000 TAMPA BAY WATCH MARINE EDUCATION CE 3000 PINELLAS BAYWAY S TIERRA VERDE FL 33715 NONE 509(A)(1) LASSING PARK SHORELINE PROJECT 35000 THE FLORIDA ORCHESTRA 244 2ND AVE N STE 420 ST PETERSBURG FL 33701 NONE 509(A)(1) OUTREACH INSIDE THE MUSIC 100000 UF FOUNDATION INC 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 NONE 509(A)(1) HOUGH FAMILY FUND - PSP RESEARCH 65000 USMMA SAILING FOUNDATION INC 300 STEAMBOAT RD YOCUM SA KINGS POINT NY 11024 NONE 509(A)(1) ST PETE TRAINING CENTER MATCHING FUN 15000 4202000 14 235618 14 1770798 14 4869 18 4725461 6736746 6736746 false false false false false false false false false false X X 1 SUSAN HOUGH HENRY PH D 555 5TH AVE NE SUITE 924 ST PETERSBURG FL 33701 500000 X 2 WILLIAM R HOUGH CRUT 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 645816 X X 2 9,479.551 SHR ARTISAN PARTNERS 406199 2021-03-22 2 20,246.612 LORD ABBETT INVT TR 203074 2021-03-24 ACCOUNTING & TAX PREP FEES 10000 10000 CONSULTANT COSTS 9600 9600 100,000 GS MTG SECS TR SER 2013-GCJ1 93072 90093 125,000 MORGAN STANLEY CAP TR DUE 5/ 131055 132953 125,000 SCHWAB CORP NEW DUE 12/31/49 119625 124913 130,000 COMM MTG TR SER 2013-CCRE9 C 20580 20267 130,000 MORGAN STANLEY BAML TR DUE 1 110878 131811 140,000 WELLSFARGO DUE 3/15/47 143019 142603 150,000 BANK OF NY MELLON CORP. 153563 156750 160,000 CVS HEALTH CORP DUE 3/28/28 159381 179682 175,000 CSFB MORTGAGE BACKED PASS TH 3695 2507 2,100 PROSPECT CAPITAL CORPORATION D 210,000 WELLS FARGO DUE 12/17/48 216211 224022 250,000 COMM MTG TR SER 2014-LC15 CL 144862 144382 250,000 VMWARE INC DUE 8/1/27 251918 272353 260,000 FORD MOTOR CREDIT CO DUE 2/1 270,000 GENERAL ELECTRIC DUE 12/31/4 245701 268650 300,000 CSAIL COML MTG TR SER 2016-C 260469 314691 300,000 WELLS FARGO DUE 02/18/48 311207 314304 305,000 JEFFERIES GROUP LLC 8/18/35 303170 305339 345,000 ASSURED GUARANTY HLDG DUE 07 230972 247922 375,000 PROSPECT CAPITAL OID 12/22/2 375547 381570 395,000 SOUTHWEST AIRLINES 6/15/27 410081 451852 495,000 OWL ROCK CAP CORP DUE 1/15/2 513519 520775 515,000 TRUST FINL CORP PERPETUAL DU 493811 536888 530,000 JP MORGAN CHASE DUE 12/31/21 499017 543913 60,000 FAIRFAX FIN. HOLDING DUE 4/15 49502 72905 70,000 WFRBS COML MTG DUE 12/17/46 75431 72892 8,150 UTS AMERICAN ELECTRIC POWER CO 419725 408478 95,000 WFRBS COML MTG DUE 06/15/2046 101338 97630 ABBOTT LABORATORIES 725701 1123105 ALIBABA GROUP HOLDING LTD. 703198 401273 ALLSTATE CORP. 783520 941200 ALTABA, INC 21722 ALPHABET INC CLASS A 666635 1984472 ALPHABET INC CLASS C 557263 1574113 AMAZON.COM, INC. 1836433 3767804 AMGEN INC. 1316466 1431934 APPLE INC. 1183031 3303157 ARTISAN PARTNERS FDS INC. 1481829 1842409 BAIDU INC. BANK OF AMERICA CORP. 1397820 2596392 BIOGEN INC. 1700675 1317641 BLACKROCK CORPORATE HIGH YIELD 56075 60271 BLACKROCK INC. 112476 531940 BLACKROCK INCOME TRUST 244085 231226 BOEING CO 549911 727570 CARMAX INC 720951 807426 CHARLES SCHWAB CORP 954858 2338905 CHEVRON CORP. 839416 1077273 CITIGROUP INC. 598059 755177 CONOCOPHILLIPS 842490 1218110 EATON CORPORATION PLC 228020 660345 EATON VANCE MUTUAL FUNDS 536959 544145 EBAY INC. 398090 731500 EMERSON ELECTRIC CO. 162864 297504 EXPEDIA GROUP INC. 750498 1788586 FIDELITY SUMMER STR TR 110000 104084 FIRST TRUST ABERDEEN GLOBAL 127966 135427 FRANKLIN INVS SECS TR CONV SEC FD 42200 29952 GENERAL ELECTRIC 621190 704652 GILEAD SCIENCES INC. 655501 718839 GOLDMAN SACHS GROUP INC. 1144049 2279615 HSBC HOLDINGS PLC IAC/INTERACTIVE CORP. 1506350 1323439 INTEL CORP. 1175690 1310160 INTERNATIONAL BUSINESS MACHINES CORP 169172 171619 INVESCO DEVELOPING MARKETS FUND 910513 1018192 INVESCO EMERGING MARKETS LOCAL DEBT 290367 275485 ISHARES TRUST PREFERRED AND INCOME 489399 555687 ISHARES TRUST US TREASURY BOND GOVT 489226 470208 ISHARES TRUST US TREASURY BOND MBB JOHNSON & JOHNSON 913068 1252575 JP MORGAN CHASE 1557721 3207221 KEYCORP NEW 370284 830714 LORD ABBETT HIGH YIELD FD CL F 327311 366525 LORD ABBETT INVT TR FLTG RATE FD CL 539607 544752 LUMEN TECHNOLOGIES INC 698008 734137 MARATHON PETE CORP 108390 289235 MATCH GROUP INC 23497 602399 MEDTRONIC PLC 965639 1101743 MERCK & CO. INC. 168090 340665 META PLATFORMS INC CL A FKA FACEBOOK 930460 1828735 MGM RESORTS INTL 948696 1926429 MICROSOFT CORP. 907613 2471952 NASDAQ INC 821500 1627578 NETFLIX COM INC. 1084193 1604900 NEXTERA ENERGY INC. NUVEEN FLOATING RATE INCOME FD PAYPAL HOLDINGS INC 837908 1463758 PELOTON INTERACTIVE, INC 613400 247638 PEPSICO INC. 112962 295307 PFIZER, INC. 847723 1509672 PUTNAM DIVERSIFIED INCOME TRUST 331863 315299 PUTNAM ULTRA SHORT DURATION INCOME ( 70159 70509 QUALCOMM INC. 282893 717948 RADIAN GROUP 662251 957717 ROYAL DUTCH SHELL 1001590 1173051 SEAGEN INC FKA SEATTLE GENETICS INC. 1182253 1461743 SIRIUS XM HOLDING INC SOUTHWEST AIRLINES CO. 622920 601988 T ROWE PRICE NEW HORIONS FUND INC 444061 529832 TCW FDS INC. EMERGING MARKETS 203942 216007 TCW TOTAL RETURN BOND FD 381744 372127 TEXAS INSTRUMENTS, INC. 961873 2129334 TRUST FINANCIAL (FKA BB&T CORP.) 851632 1592560 UBER TECHNOLOGIES 831980 999150 UNITED PARCEL SVC INC CLASS B 172635 482908 VERTEX PHARMACEUTICALS 1019521 1032559 VIATRIS INC 63621 72683 VIMEO INC 273351 WAYFAIR INC 386969 825990 WELLS FARGO & CO 1157042 933595 WESTERN ASSET EMERGING MKTS 58994 41920 RBC 33266 OPERATING - CORP STOCK 1301330 2030929 RBC 33267 CANTERBURY CORP STOCK 2973116 4218570 RBC 90684 CANTERBURY CORP STOCK 1543984 1537894 RBC 36394 BSA CORP STOCK 5721396 8157258 RBC 36396 JHAC CORP STOCK 1033621 1473751 RBC 90662 PALLADIUM CORP STOCK 6291971 8731827 RBC 90668 FL CORP STOCK 7651780 10426432 RBC 84297 CANTERBURY CORP STOCK 807698 795208 179985 163722 1901 ARLINGTON AVE LLC AT COST 704990 704990 NR - CANTERBURY SCHOOL AT COST 2204307 2204307 LEGAL FEES 14615 14615 EXPENSES MISCELLANEOUS EXPENSE 514 514 DUES - ASSN. SMALL FOUNDATION 780 780 DOMAIN, SOFTWARE & OTHER IT C 501 501 OTHER INCOME 4869 4869 DISTRIBUTIONS PAYABLE 52912 INVESTMENT FEES 459697 459697 FEDERAL TAX EXPENSE 67605 67605 FOREIGN TAXES PAID 1284 1284 ANNUAL REPORT 61 61 REAL ESTATE TAXES 5905 5905