GENSPIRATION FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GENSPIRATION FOUNDATION INC (EIN 81-5168277)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-22
- IRS object ID
- 202502039349101110
- Schema version
- 2024v5.2
- 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 | 2025-07-22T15:38:32-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815168277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genspiration Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NOREEN SEGREST | InCareOfNm |
| Business Name Control | GENS | BusinessNameControlTxt |
| Phone | 8132278456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 18931 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33679 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOREEN SEGREST | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8132278456 | PhoneNum |
| Signature | 2025-07-16 | 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 | NICKOLAS DAVIDSON | PreparerPersonNm |
| PTIN | P01879591 | PTIN |
| Phone | 3302555800 | PhoneNum |
| Preparation | 2025-07-07 | 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 | $31,530,523 | 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 | $5,730,242 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $845,065 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $2,832,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,620,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,832,202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $186 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,407,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,832,388 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,980 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,247 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $46,733 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,398 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,199 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,199 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,663 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,663 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,443 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,443 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $64,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64,670 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,839 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $823,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $823,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,075,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $890,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,332,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,648,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,921 | CashBOYAmt |
| Cash EOY | $12,828 | CashEOYAmt |
| Cash EOYFMV | $12,828 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,013,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,745,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,765,367 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,400,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,051,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,641,754 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,863,637 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,106,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,155,528 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,098,373 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,053,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $955,046 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,382,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,971,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,530,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,382,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,971,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,382,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,971,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,382,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,971,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,382,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,332,641 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,715,220 | SubtotalAmt |
| Other Decreases | $2,743,951 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,971,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK - STCG | P | $117,199 | $86,064 | $31,135 | $31,135 |
| PUBLICLY TRADED STOCK - LTCG | P | $7,503,281 | $4,699,165 | $2,801,067 | $2,804,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,832,202 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,810 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,810 | SubtotalAmt |
| Tax Based On Investment Income | $36,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,129 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $44,129 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,319 | OverpaymentAmt |
| Applied To ES Tax | $7,319 | 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 | NOREEN SEGREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132278456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18931 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33679 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GENSHAFT JUDY L | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM JOEL D | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM STEVEN I | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| CAMPBELL AMELIA M | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| Greenbaum Bryan | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| SEGREST NOREEN | ||||||||
| PO BOX 18931 | TAMPA | FL | 33679 | CEO | 9.0 | $54,980 | $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 | $25,583,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,618,528 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,618,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $384,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,234,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,261,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,261,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,810 | TotalTaxAmt |
| Distributable Before Adj | $1,224,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,224,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,224,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $890,840 | 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 | $890,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,224,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $761,409 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $890,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $761,409 | AppliedToYear1Amt |
| Applied To Current Year | $129,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,095,472 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVE GREENBAUM JUDY GENSHAFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Florida Holocaust Museum | ||||||
| 55 Fifth Street South | St Petersburg | FL | 33701 | NONE | GENERAL OPERATIONAL EXPENSES | $50,000 |
| Instruments of Change | ||||||
| PO Box 1657 | Brandon | FL | 33509 | NONE | GENERAL OPERATIONAL EXPENSES | $40,327 |
| USF Pearls | ||||||
| 12100 Leroy Collins Boulevard ALN | Tampa | FL | 33620 | NONE | GENERAL OPERATIONAL EXPENSES | $60,000 |
| National Academy of Inventors | ||||||
| 3702 Spectrum Boulevard Suite 165 | Tampa | FL | 33612 | NONE | GENERAL OPERATIONAL EXPENSES | $148,079 |
| Memorial Sloan Kettering Cancer Center | ||||||
| 1275 York Ave | New York | NY | 10065 | NONE | GENERAL OPERATIONAL EXPENSES | $135,000 |
| Tampa Bay InnovationHub (Embarc) | ||||||
| 1101 4th St S | St Petersburg | FL | 33701 | NONE | GENERAL OPERATIONAL EXPENSES | $90,000 |
| Genshaft Greenbaum Honors Foreign Explorer Program | ||||||
| 4202 E Fowler Avenue HON 1001 | Tampa | FL | 33620 | NONE | GENERAL OPERATIONAL EXPENSES | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $823,406 | 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 | $845,065 | 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 | $186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,832,209 | 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 | $3,677,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,677,460 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Steve Greenbaum Judy Genshaft | ||||||
| 1 | 2103 Bayshore Blvd Unit 2001 | Tampa | FL | 33606 | $3,820,242 | Yes (X) |
| Steve Greenbaum Judy Genshaft | ||||||
| 2 | 2103 Bayshore Blvd Unit 2001 | Tampa | FL | 33606 | $1,910,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SEE ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $3,820,242 | FairMarketValueAmt |
| Received | 2024-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG | CategoryTxt |
| Amt | $19,325 | Amt |
| Net Investment Income | $9,663 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,663 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (75 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO BLACKROCK FDS V | $1,013,319 | $997,660 |
| MFO PIMCO FDS PAC | $767,445 | $778,487 |
| ANALOG DEVICES INC | $48,546 | $50,151 |
| CATERPILLAR FINL SCVS CORP | $49,241 | $50,454 |
| COLGATE-PALMOLIVE | $48,836 | $50,172 |
| COMCAST CORP NEW | $48,804 | $50,210 |
| DEERE JOHN CAP CORP | $49,757 | $50,469 |
| DISNEY WALT CO SR NT | $49,233 | $50,095 |
| EMERSON ELEC CO | $48,819 | $49,879 |
| PACCAR FINL CORP | $48,681 | $50,103 |
| VISA INC | $48,492 | $49,495 |
| ALLSTATE CORP | $48,057 | $48,917 |
| APPLE INC | $48,680 | $49,975 |
| BERKSHIRE HATAHAWAY INC DEL | $48,471 | $49,693 |
| CHUBB INAD HOLDINGS INC | $48,493 | $49,490 |
| JPMORGAN CHASE & CO | $48,869 | $50,227 |
| WELLS FARGO & CO | $48,573 | $50,205 |
| COCA COLA CO | $58,202 | $59,300 |
| COSTCO WHOLESALE CORP | $48,065 | $48,729 |
| GENERAL DYNAMICS CORP | $48,372 | $49,346 |
| GOLDMAN SACHS GROUP INC | $48,615 | $49,804 |
| MASTERCARD INC | $48,349 | $49,191 |
| NSTAR ELEC CO | $47,575 | $48,525 |
| PAYPAL HOLDINGS INC | $48,836 | $49,445 |
| QUALCOMM INC | $47,998 | $48,811 |
| TOYOTA MOTOR CREDIT CORP | $50,014 | $50,629 |
| UNITEDHEALTH GROUP INC | $48,502 | $49,728 |
| VIRGINIA ELEC & PWR CO | $48,462 | $49,198 |
| BANK AMER CORP | $48,057 | $49,853 |
| BANK NEW YORK MELLON CORP | $48,309 | $49,185 |
| BP CAP MKTS AMER INC | $48,793 | $49,270 |
| BRISTOL MYERS SQUIBB CO | $48,980 | $49,653 |
| FLORIDA PWR & LT CO | $59,316 | $59,752 |
| INTUIT INC | $60,051 | $61,803 |
| MORGAN STANLEY | $48,011 | $49,691 |
| PEPSICO INC | $48,492 | $49,302 |
| TRUIST FINL CORP | $48,374 | $49,228 |
| AMAZON COM INC | $60,313 | $60,629 |
| AMERICAN EXPRESS CO | $47,940 | $49,145 |
| BAKER HUGHES LLC | $43,885 | $46,413 |
| HONEYWELL INTERNATIONAL INC | $58,749 | $60,375 |
| INTERCONTINENTAL EXCHANGE INC | $48,626 | $48,963 |
| PFIZER INC | $47,620 | $48,188 |
| AMERICAN HONDA FINANCE | $61,151 | $63,332 |
| EXXON MOBIL CORP | $47,005 | $47,606 |
| INTEL CORP | $47,573 | $47,383 |
| PROCTER & GAMBLE CO | $46,258 | $46,430 |
| SCHWAB CHARLES CORP NEW | $50,047 | $50,500 |
| AMERIPRISE FINL INC | $49,007 | $48,363 |
| PUBLIC SERVICE COLORADO | $48,242 | $47,060 |
| TARGET CORP | $49,491 | $49,035 |
| WALMART INC | $49,283 | $48,805 |
| BLACKROCK INC | $59,181 | $59,052 |
| CONOCOPHILLIPS CO | $59,236 | $60,125 |
| ELI LILLY AND CO | $60,948 | $59,793 |
| META PLATFORMS INC | $60,153 | $60,479 |
| PHILIP MORRIS INTL INC | $59,710 | $61,349 |
| STATE STR CORP | $48,452 | $47,923 |
| CISCO SYS INC | $60,595 | $60,899 |
| ESTEE LAUDER COMPANIES INC | $58,394 | $60,133 |
| NOVARTIS CAP CORP | $59,237 | $56,573 |
| WESTPAC BKG CORP NT | $49,121 | $50,378 |
| BANK MONTREAL QUE | $48,893 | $49,893 |
| BANK OF NOVA SCOTIA | $48,577 | $50,183 |
| CANADIAN NATL RY CO | $47,508 | $49,456 |
| CANADIAN IMPERIAL BANK OF COMM | $59,179 | $60,699 |
| ROYAL BANK OF CANADA | $58,852 | $60,241 |
| CITIGROUP INC | $0 | $0 |
| ACE INA HLDGS INC | $0 | $0 |
| TORONTO DOMINION BK | $0 | $0 |
| MITSUBISHI UFJ FNL GROUP | $0 | $0 |
| SANTANDER UK PLC | $0 | $0 |
| MFB NORTHERN FDS ULTRA | $0 | $0 |
| MFC ISHARES TR | $0 | $0 |
| MFC FLEXSHARES TR IBOXX | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S P 500 ETF (IVV) | $7,581,052 | $9,117,476 |
| MFC ISHARES TR GLOBAL | $245,449 | $250,007 |
| MFC SPDR INDEX SHS | $0 | $0 |
| MFC SPDR S&P 500 ETF TRUST | $1,392,038 | $2,065,216 |
| MFC VANGUARD INDEX FDS | $439,607 | $612,368 |
| CHURCHILL DOWNS INC COM | $0 | $50 |
| CORNING INC COMMON STOCK | $0 | $0 |
| EVERSOURCE ENERGY | $0 | $0 |
| EFASTENAL CO | $0 | $0 |
| JOHNSON CTLS INTL PLC | $0 | $0 |
| KEURIG DR PEPPER INC | $0 | $0 |
| KINDER MORGAN INC DEL | $0 | $0 |
| PAYCHEX INC | $0 | $0 |
| REALTY INCOME CORP | $0 | $0 |
| REGIONS FINL CORP | $0 | $0 |
| SEMPRA | $0 | $0 |
| TRAVELERS COS INC | $0 | $0 |
| WEV ENERGY GROUP INC | $0 | $0 |
| WILLIAMS COMPANY INC | $0 | $0 |
| MFC ISHARES CORE S&P | $881,506 | $1,009,360 |
| MFC ISHARES TR CORE | $1,613,203 | $1,733,600 |
| VANGAURD FTSE | $2,931,101 | $2,895,501 |
| MFC ISHARES INC MSCI | $967,943 | $958,176 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL WARD AND HENDERSON | CategoryTxt |
| Legal Fees | $10,398 | LegalFeesAmt |
| Net Investment Income | $5,199 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,199 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC FLEXSHARES TR STOXX GLOBAL | $17,659 | $264,074 | $240,967 |
| MFO DFA INVT DIMENSIONS GR INC | $257,757 | $537,663 | $479,302 |
| MFC FLEXSHARES TR MORNINGSTAR | $822,957 | $252,063 | $234,777 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $2,743,951 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,354 | $1,354 |
| OTHER EXPENSES | $4,485 | $4,485 |
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 | $186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $96,443 | Amt |
| Net Investment Income | $96,443 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2023 EXTENSION PAYMENT | $43,000 | $43,000 |
| IRS ESTIMATED TAX PAYMENTS | $21,670 | $21,670 |
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