GENSPIRATION FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GENSPIRATION FOUNDATION INC (EIN 81-5168277)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202203119349101680
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T16:56:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815168277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 4G Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVEN GREENBAUM | InCareOfNm |
| Business Name Control | 4GFO | 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 | Steven Greenbaum | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8132278456 | PhoneNum |
| Signature | 2022-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven | PersonFirstNm |
| Person Last | Greenbaum | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,745,732 | 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 | $6,001,167 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $125,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,951,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,983,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,951,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,078,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,076,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,413 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,412 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,547 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,774 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,773 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,823 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,022 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,783,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,041,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,622,129 | CashBOYAmt |
| Cash EOY | $2,069,757 | CashEOYAmt |
| Cash EOYFMV | $2,069,757 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $297,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,479 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $5,524,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,873,736 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $3,866,573 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,838,201 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $644,611 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $666,559 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,622,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,402,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,745,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,622,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,402,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,622,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,402,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,622,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,402,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,622,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,783,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,405,929 | SubtotalAmt |
| Other Decreases | $2,003,331 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,402,598 | 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 | $3,835,703 | $1,913,018 | $1,922,685 | $1,922,685 |
| PUBLICLY TRADED STOCK - STCG | P | $126,477 | $118,923 | $7,554 | $7,554 |
| CAPITAL GAIN DIVIDENDS | P | $21,421 | |||
| CAPITAL GAIN DIVIDENDS | P | $21,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,951,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,381 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,381 | SubtotalAmt |
| Tax Based On Investment Income | $28,381 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $1,601 | OverpaymentAmt |
| Applied To ES Tax | $1,601 | 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 (4 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 |
| 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 | $6,913,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,166,618 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,166,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,059,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,381 | TotalTaxAmt |
| Distributable Before Adj | $324,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $324,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $324,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,185 | 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 | $259,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,435 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,289 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,867 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,839 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,435 | AppliedToYear1Amt |
| Applied To Current Year | $257,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,995 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,995 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $56,830 | UndistributedIncomeCYAmt |
| 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USF Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4202 E Fowler Avenue | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONAL EXPENSES | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | 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 | $125,127 | 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 | $63 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,951,660 | 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 | $2,076,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,076,850 | 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 | Steve Greenbaum Judy Genshaft | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $6,001,167 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (129 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ABB LTD-SPON ADR ABB | $14,295 | 2021-12-07 |
| 1 | ABBOTT LABORATORIES ABT | $49,188 | 2021-12-07 |
| 1 | ABBVIE INC ABBV | $37,808 | 2021-12-07 |
| 1 | ADOBE INC ADBE | $29,791 | 2021-12-07 |
| 1 | ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) | $43,014 | 2021-12-07 |
| 1 | ADR TAIWAN SEMICONDUCTOR MANUFACTURING | $22,341 | 2021-12-07 |
| 1 | ADR TECHTRONIC INDS LTD SPONSORED ADR | $32,266 | 2021-12-07 |
| 1 | ADVANCED MICRO DEVICES AMD | $22,367 | 2021-12-07 |
| 1 | AERCAP HOLDINGS N.V. EUR0.01 | $9,331 | 2021-12-07 |
| 1 | AGILENT TECHNOLOGIES INC A | $22,546 | 2021-12-07 |
| 1 | ALBEMARLE CORP ALB | $14,202 | 2021-12-07 |
| 1 | ALIGN TECHNOLOGY INC ALGN | $20,520 | 2021-12-07 |
| 1 | ALPHABET INC-CL A GOOGL | $152,235 | 2021-12-07 |
| 1 | ALPHABET INC-CL C GOOG | $138,180 | 2021-12-07 |
| 1 | AMAZON.COM INC AMZN | $119,284 | 2021-12-07 |
| 1 | AMBEV SA-ADR ABEV | $7,827 | 2021-12-07 |
| 1 | AMERICAN INTERNATIONAL | $22,724 | 2021-12-07 |
| 1 | ANALOG DEVICES INC ADI | $20,420 | 2021-12-07 |
| 1 | APPLE INC APPL | $315,616 | 2021-12-07 |
| 1 | ARCELORMITTAL-NY REGISTERED MT | $8,263 | 2021-12-07 |
| 1 | ASML HOLDINGS NV | $48,590 | 2021-12-07 |
| 1 | ASTRAZENECA PLC-SPONS ADR AZN | $19,840 | 2021-12-07 |
| 1 | AUTODESK INC ADSK | $10,644 | 2021-12-07 |
| 1 | AVALONBAY COMMUNITIES INC AVB | $13,242 | 2021-12-07 |
| 1 | BANCO BILBAO VIZCAYA-SP ADR BBVA | $18,459 | 2021-12-07 |
| 1 | BANCO SANTANDER SA-SPON ADR SAN | $17,699 | 2021-12-07 |
| 1 | BANK OF AMERICA CORP BAC | $42,839 | 2021-12-07 |
| 1 | BANK OF MONTREAL BMO | $29,966 | 2021-12-07 |
| 1 | BARCLAYS PLC-SPONS ADR BCS | $1,556 | 2021-12-07 |
| 1 | BARRICK GOLD CORP GOLD | $7,003 | 2021-12-07 |
| 1 | BATH AND BODY WORKS INC BBWI | $8,065 | 2021-12-07 |
| 1 | BERSHIRE HATHAWAY INC CL B BRK B | $59,874 | 2021-12-07 |
| 1 | BHP GROUP LTD-SPON ADR BHP | $16,906 | 2021-12-07 |
| 1 | BHP GROUP PLC -ADR BBL | $16,050 | 2021-12-07 |
| 1 | BLACKROCK INC BLK | $40,326 | 2021-12-07 |
| 1 | BLACKROCK INC COM STK | $89,817 | 2021-12-07 |
| 1 | BOEING CO THE BA | $26,127 | 2021-12-07 |
| 1 | BROADCOM INC AVGO | $54,176 | 2021-12-07 |
| 1 | BROOKFIELD ASSET MANAGE CL A BAM | $26,200 | 2021-12-07 |
| 1 | CAN IMPERIAL BK OF COMMERCE CM | $24,102 | 2021-12-07 |
| 1 | CANADIAN NATL RAILWAY CO CNI | $24,235 | 2021-12-07 |
| 1 | CANDIAN NATURAL RESOURCES CNQ | $23,455 | 2021-12-07 |
| 1 | CANADIAN PACIFIC RAILWAY LTD CP | $25,405 | 2021-12-07 |
| 1 | CAPITAL ONE FINANCIAL CORP COF | $17,157 | 2021-12-07 |
| 1 | CATERPILLAR INC CAT | $21,282 | 2021-12-07 |
| 1 | CEMEX SAB DE CV | $7,414 | 2021-12-07 |
| 1 | CENOVUS ENERGY INC CVE | $1,461 | 2021-12-07 |
| 1 | CHEVRON CORP CVX | $41,164 | 2021-12-07 |
| 1 | CHINA PETROLEUM AND CHEM ADR SNP | $7,609 | 2021-12-07 |
| 1 | CIGNA CORP CI | $23,090 | 2021-12-07 |
| 1 | COGNIZANT TECH SOLUTIONS A CTSH | $17,105 | 2021-12-07 |
| 1 | COMCAST CORP CLASS A CMCSA | $27,820 | 2021-12-07 |
| 1 | CORNING INC GLW | $11,792 | 2021-12-07 |
| 1 | CORTEVA INC CTVA | $17,264 | 2021-12-07 |
| 1 | CVS HEALTH CORP CVS | $16,097 | 2021-12-07 |
| 1 | DEERE & CO DE | $46,109 | 2021-12-07 |
| 1 | DELTA AIR LINES INC DAL | $10,574 | 2021-12-07 |
| 1 | DEUTSCHE BANK AG-REGISTERED DB | $9,331 | 2021-12-07 |
| 1 | DIAGEO PLC-SPONSORED ADR DEO | $27,369 | 2021-12-07 |
| 1 | DISCOVER FINANCIAL SERVICES DFS | $17,177 | 2021-12-07 |
| 1 | DOLLAR TREE INC DLTR | $12,436 | 2021-12-07 |
| 1 | DOW INC DOW | $19,134 | 2021-12-07 |
| 1 | DR HORTON INC DHI | $13,584 | 2021-12-07 |
| 1 | DUPONT DE NEMOURS INC DD | $14,707 | 2021-12-07 |
| 1 | EBAY INC EBAY | $14,223 | 2021-12-07 |
| 1 | EDWARDS LIFESCIENCES CORP EW | $15,282 | 2021-12-07 |
| 1 | EMERSON ELECTRIC CO EMR | $16,416 | 2021-12-07 |
| 1 | ENBRIDGE INC ENB | $16,654 | 2021-12-07 |
| 1 | EOG RESOURCES INC EOG | $18,989 | 2021-12-07 |
| 1 | EQUINOR ASA SPON ADR EQNR | $10,202 | 2021-12-07 |
| 1 | ERICSSON (LM) TEL-SP ADR ERIC | $9,415 | 2021-12-07 |
| 1 | ESTREE LAUDER COMPANIES CL A EL | $25,027 | 2021-12-07 |
| 1 | EXPEDIA GROUP INC EXPE | $10,920 | 2021-12-07 |
| 1 | FEDEX CORP FDX | $24,760 | 2021-12-07 |
| 1 | FERGUSON PLC ORD GBP0.10 | $26,468 | 2021-12-07 |
| 1 | FORD MOTOR CO F | $26,835 | 2021-12-07 |
| 1 | FREEPORT-MCMORAN INC FCX | $14,978 | 2021-12-07 |
| 1 | GENERAL ELECTRIC CO GE | $17,030 | 2021-12-07 |
| 1 | GENERAL MILLS INC GIS | $13,788 | 2021-12-07 |
| 1 | GOLDMAN SACHS GROUP INC GS | $23,049 | 2021-12-07 |
| 1 | HALLIBURTON CO HAL | $9,689 | 2021-12-07 |
| 1 | HOME DEPORT INC HD | $74,011 | 2021-12-07 |
| 1 | HP INC HPQ | $18,333 | 2021-12-07 |
| 1 | ILLINOIS TOOL WORKS ITW | $27,657 | 2021-12-07 |
| 1 | INFOSYS LIMITED ADR | $19,369 | 2021-12-07 |
| 1 | ING GROEP NV SPONSORED ADR ING | $20,089 | 2021-12-07 |
| 1 | INTERCONTINENTAL EXCHANGE IN ICE | $24,892 | 2021-12-07 |
| 1 | IQVIA HOLDINGS INC IQV | $15,290 | 2021-12-07 |
| 1 | JAMES HARDIE IND PLC SP ADR JHX | $1,665 | 2021-12-07 |
| 1 | JOHNSON AND JOHNSON JNJ | $44,102 | 2021-12-07 |
| 1 | JPMORGAN CHASE AND CO JPM | $34,727 | 2021-12-07 |
| 1 | KANSAS CITY COURTHERN KSU | $11,422 | 2021-12-07 |
| 1 | KONINKLIJKE PHILIPS NVR NY PHG | $5,885 | 2021-12-07 |
| 1 | KORNIT DIGITAL LTD COMMON STOCK | $77,762 | 2021-12-07 |
| 1 | KROGER CO KR | $15,030 | 2021-12-07 |
| 1 | LLOYDS BANKING GROPU PLC ADR LYG | $14,887 | 2021-12-07 |
| 1 | LOWES COS INC COM | $174,144 | 2021-12-07 |
| 1 | MANULIFE FINANCIAL CORP MFC | $19,680 | 2021-12-07 |
| 1 | META PLATFORMS INC | $60,545 | 2021-12-07 |
| 1 | NATIONAL GRID PLC SP ADR NGG | $11,132 | 2021-12-07 |
| 1 | NOKIA CORP SPON ADR NOK | $12,767 | 2021-12-07 |
| 1 | NOVARTIS AG SPONSORED ADR NVS | $40,854 | 2021-12-07 |
| 1 | NOVO NORDISK AS SPONS ADR NVO | $35,599 | 2021-12-07 |
| 1 | NUTRIEN LTD NTR | $15,440 | 2021-12-07 |
| 1 | NVIDIA CORP COM | $97,490 | 2021-12-07 |
| 1 | NXP SEMICONDUCTORS N V COM STK | $18,248 | 2021-12-07 |
| 1 | POSCO SPON ADR PKX | $10,637 | 2021-12-07 |
| 1 | PRUDENTIAL PLC ADR PUK | $11,535 | 2021-12-07 |
| 1 | RELX PLC | $17,160 | 2021-12-07 |
| 1 | RIO TINTO PLC SPON ADR RIO | $17,069 | 2021-12-07 |
| 1 | ROYAL DUTCH SHELL SPON ADR A RDS A | $28,654 | 2021-12-07 |
| 1 | SANOFI ADR SNY | $21,077 | 2021-12-07 |
| 1 | SAP SE SPONSORED ADR SAP | $18,869 | 2021-12-07 |
| 1 | SHOPIFY INC-CLASS A SHOP | $46,540 | 2021-12-07 |
| 1 | SONY GROUP CORP - SP ADR SONY | $38,270 | 2021-12-07 |
| 1 | STMICROELECTRONICS NY NY SHS STM | $2,092 | 2021-12-07 |
| 1 | SUNCOR ENERGY INC | $13,843 | 2021-12-07 |
| 1 | TAIWAN SEMICONDUCTOR SP ADR TSM | $119,963 | 2021-12-07 |
| 1 | TECK RESOURCES LTD CLS B TECK | $1,501 | 2021-12-07 |
| 1 | TELEFONICA SA SPON ADR TEF | $7,484 | 2021-12-07 |
| 1 | TORONTO DOMINION BANK TD | $28,244 | 2021-12-07 |
| 1 | TOTAL ENERGIES SE SPON ADR TTE | $26,283 | 2021-12-07 |
| 1 | TOYOTAL MOTOR CORP SPON ADR TM | $62,612 | 2021-12-07 |
| 1 | UBS GROUP AG | $1,965 | 2021-12-07 |
| 1 | VODAFONE GROUP PLC SP ADR VOD | $13,282 | 2021-12-07 |
| 1 | WALT DISNEY CO THE DIS | $31,458 | 2021-12-07 |
| 1 | WASTE CONNECTIONS INC WCN | $14,007 | 2021-12-07 |
| 1 | WESTPAC BANKING CORP SP ADR WBK | $19,378 | 2021-12-07 |
| 1 | WORKIVA INC COM CL A COM CL A | $68,030 | 2021-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG | CategoryTxt |
| Amt | $5,547 | Amt |
| Net Investment Income | $2,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,773 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC ISHARES TR 1-5 YR INVT | $1,274,940 | $1,261,762 |
| MFC ISHARES TR ISHARES 5-10 YR | $1,398,356 | $1,380,458 |
| MFO BLACKROCK FDS V HIGH YD | $551,088 | $553,051 |
| MFO BLACKROCK FDS V FLTG RATE | $300,000 | $300,000 |
| MFC FLEXSHARES TR HIGH YD | $342,189 | $342,930 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOYFMVEOYFMVAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| GENERAL ELECTRIC CO COM | $14 | |
| ISHARES CORE S P 500 FDS | $1,079,428 | $1,052,044 |
| MFC SPDR INDEX SHS FDS | $289,387 | $273,344 |
| MFC SPDR S&P 500 ETF TR UNITS | $1,709,075 | $1,422,928 |
| NXP SEMICONDUCTORS N V COM STK | $44 | |
| ALBEMARLE CORP COM | $21 | |
| MFC ISHARES CORE S&P MID-CAP | $316,200 | $298,879 |
| MFC ISHARES TR CORE S&P SM-CAP | $310,093 | $298,219 |
| CANADIAN NAT RES LTD COM | $256 | |
| CANADIAN PAC RY LTD COM NPV | $44 | $21 |
| VANGUARD FTSE DEV MARKETS ETF | $1,630,193 | $1,584,314 |
| AMBEV SA SPONSORED ADR | $259 | |
| MFO INVESCO DEV MARKETS FUND | $538,263 | $594,429 |
| TAIWAN SEMICONDUCTOR MFG. SPON | $459 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL WARD AND HENDERSON | CategoryTxt |
| Legal Fees | $10,825 | LegalFeesAmt |
| Net Investment Income | $5,413 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,412 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC FLEXSHARES TR STOXX GLOBAL | $172,720 | $180,487 |
| MFO DFA INVT DIMENSIONS GR INC | $175,000 | $181,012 |
| MFC FLEXSHARES TR MORNINGSTAR | $296,891 | $305,060 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $2,003,331 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOLOMITES CONSULTING GROUP | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
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 | $63 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,823 | Amt |
| Net Investment Income | $23,823 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,022 | Amt |
| Net Investment Income | $3,022 | NetInvestmentIncomeAmt |
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