FOUNDATION FOR A HEALTHY ST PETERSBURG INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR A HEALTHY ST PETERSBURG INC (EIN 59-2592846)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202103169349103310
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T13:20:39-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621517792PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PYA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13000 Bayport Drive Suite 860AddressLine1Txt
CityTampaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33607ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592592846EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation for a Healthy St PetersburgBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7278654650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12333 34th Street SouthAddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRandall RussellPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone7278654650PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRandallPersonFirstNm
Person LastRussellPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTerry HaefnerPreparerPersonNm
PTINP01258953PTIN
Phone8134243700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$167,608,325FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,252ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,912,227DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,814,122DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,814,122DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,872,646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,223,159GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,859,878CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,071,348OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,071,348OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$8,878,473TotalRevAndExpnssAmt
Total Net Invst Incm$7,674,000TotalNetInvstIncmAmt
Total Adj Net Incm$3,885,470TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$279,430CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$27,943CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$251,487CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,879,318OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$187,932OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,691,386OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$499,787PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$49,979PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$449,808PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$31,597LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$31,597LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$61,869AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,187AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$55,682AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$312,971OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$114,697OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$201,091OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$117,617TaxesRevAndExpnssAmt
Taxes Net Invst Incm$81,512TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$13,906TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$581,372DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$579,750OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,961OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$573,788OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$23,067TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,806TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$21,261TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,082PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$208PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$1,874PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,026,845OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,261OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$9,480,675OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,982,585OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,395,705TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$520,486TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,480,675TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,274,465TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,343,986ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,269,940ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,739,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$520,486TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,480,675TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,544,405TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$138,782ExcessRevenueOverExpensesAmt
Net Investment Income$7,153,514NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$688,672CashBOYAmt
Cash EOY$937,669CashEOYAmt
Cash EOYFMV$937,669CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,658,992SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,495,251SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,495,251SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$88,845AcctRcvblAmt
Acct Rcvbl Allwnc Dbtfl Acct$69,611AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl BOY$9,746AcctRcvblBOYAmt
Acct Rcvbl EOY$19,234AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$19,234AcctRcvblEOYFMVAmt
Pledges Rcvbl$238,984PledgesRcvblAmt
Pledges Rcvbl BOY$240,866PledgesRcvblBOYAmt
Pledges Rcvbl EOY$238,984PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$238,984PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$133,771PrepaidExpensesBOYAmt
Prepaid Expenses EOY$166,852PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$166,852PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$101,245,901CorporateStockBOYAmt
Corporate Stock EOY$106,036,280CorporateStockEOYAmt
Corporate Stock EOYFMV$106,036,280CorporateStockEOYFMVAmt
Corporate Bonds BOY$33,051,472CorporateBondsBOYAmt
Corporate Bonds EOY$41,008,504CorporateBondsEOYAmt
Corporate Bonds EOYFMV$41,008,504CorporateBondsEOYFMVAmt
Other Investments BOY$100,000OtherInvestmentsBOYAmt
Other Investments EOY$100,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,000OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,374,910LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$861,622LandBldgEquipAccumDeprecAmt
Land BOY$5,008,734LandBOYAmt
Land EOY$4,513,288LandEOYAmt
Land EOYFMV$4,513,288LandEOYFMVAmt
Other Assets BOY$1,514,064OtherAssetsBOYAmt
Other Assets EOY$11,092,263OtherAssetsEOYAmt
Other Assets EOYFMV$11,092,263OtherAssetsEOYFMVAmt
Total Assets BOY$152,652,218TotalAssetsBOYAmt
Total Assets EOY$167,608,325TotalAssetsEOYAmt
Total Assets EOYFMV$167,608,325TotalAssetsEOYFMVAmt
Accounts Payable BOY$590,701AccountsPayableBOYAmt
Accounts Payable EOY$253,202AccountsPayableEOYAmt
Grants Payable BOY$5,601,607GrantsPayableBOYAmt
Grants Payable EOY$2,626,176GrantsPayableEOYAmt
Other Liabilities BOY$291,689OtherLiabilitiesBOYAmt
Other Liabilities EOY$237,199OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,483,997TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,116,577TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$145,810,326NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$164,133,853NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$357,895DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$357,895DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$146,168,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$164,491,748TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$152,652,218TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$167,608,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$146,168,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$138,782ExcessRevenueOverExpensesAmt
Other Increases$18,184,745OtherIncreasesAmt
Subtotal$164,491,748SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$164,491,748TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Raymond James 17722020-04-222020-05-05$2,255,771$2,253,645$2,126$2,126
Raymond James 17722015-06-022020-05-05$20,412,052$16,610,821$3,801,231$3,801,231
Raymond James 08462015-06-022020-04-02$4,555,336$3,486,070$1,069,266$1,069,266
Raymond James Capital Gains Distributions$181,975$181,975P
Lumastream Net Long-Term Capital Loss-$194,720-$194,720P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,859,878CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,126NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$99,434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$99,434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$99,434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100,802EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$100,802TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$188EsPenaltyAmt
Overpayment$1,180OverpaymentAmt
Applied To ES Tax$1,180AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.healthystpete.foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Carol Martin BrownBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7278654650PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12333 34th Street SouthAddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Randall H Russell
2333 34th Street SouthSt PetersburgFL33711President/CEO50.00$279,430$65,279$0
Imam Askia Muhammad Aquil
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Marianne F Edmonds
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Michael C Funsch
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Sharon Gardner
2333 34th Street SouthSt PetersburgFL33711Treasurer1.00$0$0$0
Charles Harris
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Rev Kenneth F Irby
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Emery M Ivery
2333 34th Street SouthSt PetersburgFL33711Secretary1.00$0$0$0
Katurah Jenkins-Hall PhD
2333 34th Street SouthSt PetersburgFL33711Chair1.00$0$0$0
Kelly Kischner
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Janet Paroo
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Donna J Petersen Sc D MHS
2333 34th Street SouthSt PetersburgFL33711Vice Chair1.00$0$0$0
Lorna L Taylor
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Karen Wolchuck-Sher
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Karen Chassin
2333 34th Street SouthSt PetersburgFL33711Senior Communication50.00$205,444$15,638$0
Carol Martin Brown
2333 34th Street SouthSt PetersburgFL33711Chief Financial & Ad50.00$182,746$28,200$0
Carl Lavender
2333 34th Street SouthSt PetersburgFL33711Chief Equity Officer50.00$171,748$15,906$0
Roxanne Fixsen
2333 34th Street SouthSt PetersburgFL33711Chief Activation Off50.00$151,348$19,045$0
Julie Rocco
2333 34th Street SouthSt PetersburgFL33711Director of Strategi50.00$111,554$23,661$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k14OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
R Edward Wilhoite Jr
PO Box 5989MaryvilleTN37802Consulting and Advisory Services$147,700
Onyx Strategic Consulting LLC
197 Ashley CourtDunedinFL34698Consulting Services$100,170
The BIG Security Group LLC
4905 34th St S 178St PetersburgFL33711Security Services$99,398
Estevez Consulting LLC
405 Southgate CircleWeslacoTX78596Consulting Services$62,159
Gloria Johnson-Cusack Consulting LLC
460 NE 28th Street 3106MiamiFL33137Consulting Services$60,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Equity Movement Building - See statementsDescription1Txt
Expenses1$1,392,682Expenses1Amt
Description2COVID-19 Response, other than grants - See statementsDescription2Txt
Expenses2$1,074,852Expenses2Amt
Description3Policy and Research - See statementsDescription3Txt
Expenses3$529,386Expenses3Amt
Description4Community Investments other than Grantmaking - See statementsDescription4Txt
Expenses4$449,703Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$130,803,093AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,995,224AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$184,929FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$138,983,246TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$27,660AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$138,955,586AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,084,334CashDeemedCharitableAmt
Net Vl Noncharitable Assets$136,871,252NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,843,563MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,843,563MinimumInvestmentReturnAmt
Tax Based On Investment Income$99,434TaxBasedOnInvestmentIncomeAmt
Total Tax$99,434TotalTaxAmt
Distributable Before Adj$6,744,129DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,744,129DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,744,129DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,544,405ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,544,405QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,544,405AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,744,129DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$16,116,534ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,601,439ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,162,467ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,324,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,204,515TotalExcessDistributionCyovAmt
Qualifying Distributions$10,544,405QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,744,129AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,800,276RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$35,004,791TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$35,004,791ExcessDistriCyovToNextYrAmt
Excess From Year4$16,116,534ExcessFromYear4Amt
Excess From Year3$6,601,439ExcessFromYear3Amt
Excess From Year2$1,162,467ExcessFromYear2Amt
Excess From Year1$7,324,075ExcessFromYear1Amt
Excess From Current Year$3,800,276ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCarl LavenderRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12333 34th Street SouthAddressLine1Txt
CitySt PeterburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7278654650RecipientPhoneNum
Recipient Email Addresscarl@healthystpete.foundationRecipientEmailAddressTxt
Form And Info And MaterialsGrants applications are only accepted online via the Grants Portal at healthystpete.foundation/grantmaking.FormAndInfoAndMaterialsTxt
Submission DeadlinesVarious by grant round - see the website for deadlinesSubmissionDeadlinesTxt
Restrictions On AwardsYes, grants must be aligned with Foundation for a Healthy St. Peterburg's mission. See the website for more information.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
211 Tampa Bay Cares Inc
5500 Rio Vista Dr Suite 5500ClearwaterFL33760N/A501(c)3 Public ChariFunding will support the development of a comprehensive Next Generation 211 strategic vision plan.$1,000
ARTZ 4 LIFE ACADEMY INC
1751 Kings HighwayClearwaterFL33755N/A501(c)3 Public ChariSupport findings as a result of the CCAT to enhance organization's infrastructure.$5,000
Banyan Tree Project Inc
PO Box 2010St PetersburgFL33731N/ABusiness: For ProfitTo increase advocacy, capacity-building, and community engagement activities for black same gender loving men in Pinellas County.$33,250
Bay Area Chamber Foundation
100 2nd Avenue NSt PetersburgFL33701N/A501(c)3 Public ChariTo support the efforts of Leadership St Pete to assist in creating a safe place for youth at Safe Connections, A program of Family Resources.$10,000
Bay Area Legal Services
4948 Central AvenueSt PetersburgFL33707N/A501(c)3 Public ChariTraining on Community Layering, a training that brings a new mindset to equal justice advocacy and provides concrete steps to build and sustain strong relationships among community members.$2,775
Bess the Book Bus Inc
2316 E 3rd AvenueTampaFL33605N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Camp Summer Quest Inc
3470 7th Ave NSt PetersburgFL33713N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Central Florida Behavioral Health Network Inc
719 S US Highway 301TampaFL33619N/A501(c)3 Public ChariTo address continuing gaps within the behavioral health continuum of care with an emphasis on those individuals served by multiple systems including the jail, county clinics, emergency rooms, homeless services, and behavioral health crisis care.$261,250
Changing the Game for a New Generation Inc
2822 W Virginia StTampaFL33607N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Cloud Nine Outdoors Inc
1403 Druid Rd EClearwaterFL33756N/A501(c)3 Public ChariTo support organization's infrastructure using CCAT findings.$5,000
Community Action Stops Abuse Inc (CASA)
PO Box 414St PetersburgFL33731N/A501(c)3 Public ChariTo fund a community programmatic scan to determine the viability of the concept of a Family Justice Center model of service delivery to Pinellas County.$49,590
Community Development & Training Center Inc
PO BOX 530903St PetersburgFL33747N/A501(c)3 Public ChariThe 8 Kingz Collective will be organizing to increase voters in underserved areas.$12,500
Community Development & Training Center Inc
PO BOX 530903St PetersburgFL33747N/A501(c)3 Public ChariTo support local efforts related to the completion of the 2020 Census and COVID-19 related eviction work.$55,000
Community EFX Inc
PO Box 16843St PetersburgFL33733N/A501(c)(3) Private NoTo support organization's capacity with professional development for leadership, marketing, grant writing, fundraising, technology, and/or other skills that enhance organization's infrastructure.$190
Community EFX Inc
PO Box 16843St PetersburgFL33733N/A501(c)(3) Private NoGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Community Health Centers of Pinellas Inc
14100 58th St NClearwaterFL33760N/A501(c)3 Public ChariFunding will support the Pinellas County Medical-Legal Partnership (MLP) Project to integrate legal professionals as specialists in Community Health Centers of Pinellas' health care setting.$328,956
Concerned Organizations for Quality Education for Black Students
5830 28th Street SouthSt PetersburgFL33712N/A501(c)3 Public ChariTo advance the mission of the COQEBS as a collective impact community group through general operating support.$5,000
Council on Foundations
1255 23rd St NW Suite 200Washington DCDC20037N/A501(c)3 Public ChariGeneral Operating Support$9,000
Creative Pinellas
12211 Walsingham RdLargoFL33778N/A501(c)3 Public ChariTo activate the artist community to support You Good? Pinellas County Behavioral Health Campaign.$15,000
Cross and Anvil Human Services Inc
1201 7th Ave SoSt PetersburgFL33711N/A501(c)3 Public ChariCampaign to distribute face masks and safety information, increase community partnerships, and measure the impact of infection rates in zip codes 33705, 33711, and 33712.$20,155
DAB Community Services Inc
833 22nd Street SouthSt PetersburgFL33712N/A501(c)3 Public ChariTo support organization's capacity and infrastructure through enhanced technology, equipment, membership, space, and training that will strengthen mission work.$400
Daystar Life Center Inc
1055 28th Street SouthSt PetersburgFL33712N/A501(c)3 Public ChariTo provide support for individuals and families seeking subsidized benefits as a result of being negatively impacted by COVID-19.$25,000
Dr Carter G Woodson African American Museum Inc
2240 9th Ave SSt PetersburgFL33712N/A501(c)3 Public ChariTo support Roll to the Polls with collateral giveaways that mitigate COVID-19 such as, masks and personal hydration water bottles.$5,000
Dr Carter G Woodson African American Museum Inc
2240 9th Ave SSt PetersburgFL33712N/A501(c)3 Public ChariIn support of local civic engagement efforts focused on historically hard to reach populations.$35,000
Empath Health Inc
5771 Roosevelt BlvdClearwaterFL33760N/A501(c)3 Public ChariTo create "Zero Pinellas: A Pinellas County Partnership to End HIV", a multi-system, multi-sector collaborative to reduce the number of new HIV infections in Pinellas County.$495,000
Equality Florida Institute Inc
PO Box 13184St PetersburgFL33733N/A501(c)3 Public ChariFunding will support the Safe and Healthy Schools Program to partner with the Pinellas County School District to implement nationally recognized best practices in support of LGBTQ students county wide.$145,232
Family Resources Inc
5180 62nd Avenue NorthPinellas ParkFL33781N/A501(c)3 Public ChariTo increase young peoples personal safety, social and emotional well-being, self-sufficiency, and permanent connections with supportive adults and reduce risk of sexual exploitation and trafficking through the provision of services and supports.$11,875
Florida Department of Health in Pinellas County
205 Dr Martin Luther King Jr StreetSt PetersburgFL33701N/AGovernment: StateFunds will support a health in all policies approach by partnering with local municipalities to bring health and equity considerations into the development and implementation of all policies, programs, and services.$374,986North
Florida Dream Center Inc
4017 56th Ave NSt PetersburgFL33714N/A501(c)3 Public ChariIn support of the Lealman Workforce Initiative, a collaborative established to provide supported employment for Lealman residents.$52,500
Florida Philanthropic Network
12157 W Linebaugh Ave Suite 384TampaFL33626N/A501(c)3 Public ChariGeneral operating support$8,000
Florida Philanthropic Network
12157 W Linebaugh AveSt PetersburgFL33626N/A501(c)3 Public ChariTo increase completion of Census 2020 survey.$30,000
Grantmakers for Education
700 SW 5th Avenue Suite 4000PortlandOR97204N/A501(c)3 Public ChariGeneral operating support$2,200
Grantmakers in Health
1100 Connecticut Avenue NW SuiteWashingtonDC20036N/A501(c)3 Public ChariGeneral Operating Support$8,5001100
Grantmakers in Health
1100 Connecticut Avenue NW SuiteWashingtonDC20036N/A501(c)3 Public ChariSupport for Covid-19 response$20,0001100
Gulf Coast Community Foundation Inc
601 Tamiani Trail SouthVeniceFL34285N/A501(c)3 Public ChariFunding will support a thorough needs assessment addressing barriers to employment for differently-abled persons in South Pinellas County.$12,500
Gulfcoast Legal Services
501 First Ave N Ste 420St PetersburgFL33701N/A501(c)3 Public ChariTraining on Community Layering, a training that brings a new mindset to equal justice advocacy and provides concrete steps to build and sustain strong relationships among community members.$2,775
Homeless Leadership Alliance of Pinellas Inc
647 1st Avenue North 2nd FloorSt PetersburgFL33701N/A501(c)3 Public ChariTo conduct research on individuals experiencing racial disparities and homelessness, implement solutions based on focus group feedback and recruit a diverse board.$14,250
In Touch With Communities Around the World Inc DBA Arts Conservatory for
222 2nd Street NorthSt PetersburgFL33701N/A501(c)3 Public ChariIn support of operations during the covid-19 pandemic.$14,250
Independent Sector
PO Box 5007MerrifieldVA22116N/A501(c)3 Public ChariGeneral operating support$5,000
Inner Explorer Inc
6900 Shetland WaySarasotaFL34241N/A501(c)3 Public ChariFunding will support Inner Explorer's singular focus to promote health and wellbeing, through a daily mindfulness practice, to the 24 Head Start and Early Head Start centers in the St. Petersburg area.$3,275
InterCultural Advocacy Institute (Hispanic Outreach Center)
612 Franklin StClearwaterFL33756N/A501(c)3 Public ChariAs part of the Foundation's strategic race equity investment strategy, funds will provide capacity building support to the organization to serve diverse populations.$9,500
Interdenominational Ministerial Alliance
2900 1st Avenue SouthSt PetersburgFL33712N/A501(c)3 Public ChariCapacity building support for this Black-led organization focused on uniting leaders from diverse religious backgrounds to serve the community.$15,000
Johns Hopkins All Children's Hospital - Healthy Start Program
501 6th Avenue SouthSt PetersburgFL33701N/A501(c)3 Public ChariFunds will support the Alliance to address the political determinants underlying the social determinants of health that undergird the significantly poorer health outcomes affecting African American communities in Pinellas County.$50,000
Kidventions STEM Academy Inc
2029 68TH Terrace SouthSt PetersburgFL33712N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Kidventions STEM Academy Inc
2029 68TH Terrace SouthSt PetersburgFL33712N/A501(c)3 Public ChariSupport organization's infrastructure needs and host a Youth STEMposium to enhance at risk student's learning and connections in the STEM field.$19,000
League of Women Voters of Florida Education Fund Inc
PO Box 1911OrlandoFL32802N/A501(c)3 Public ChariFunding support for the Adolescent Sexual Health Collaborative to launch a website, provide digital marketing outreach, purchase technology, and implement a two-year strategic plan for increased sexual health education.$1,000
League of Women Voters of Florida Education Fund Inc
PO Box 1911OrlandoFL32802N/A501(c)3 Public ChariTo support the St. Pete Civic Health Index Report and fuel a collaborative to work with community stakeholders on solutions to the identified challenges.$23,710
League of Women Voters of the St Petersburg Area Inc
2335 22nd Ave S Suite 5St PetersburgFL33712N/A501(c)4 Civic LeagueTo collectively plan, engage, empower, and increase the knowledge of residents in order to move them into action towards community change.$1,650
Mount Zion Human Services Inc
945 20th StreetSt PetersburgFL33712N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
National Diversity Council
2401 Fountain View Dr Ste 420HoustonTX77057N/A501(c)3 Public ChariGeneral Operating Support$13,200
New Visions of the Well
833 22nd Street South Suite BSt PetersburgFL33712N/A501(c)3 Public ChariIn support of the Healing While Black Virtual Summit$10,000
Pinellas Community Church Inc
5501 31st Street SouthSt PetersburgFL33712N/A501(c)3 Public ChariTo alleviate food insecurity and other basic need hardships experienced by individuals and families in South St. Pete as a result of COVID-19.$10,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariIn support of the Equity Amid Crisis Conference$10,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariIn support for the race equity work including the "Equity Amid Crisis" conference.$10,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariTo support artists, arts organizations, and creative businesses economically impacted by COVID-19.$30,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariTo establish a fund to make charitable contributions to further the goals of promoting health equity as outlined in the mission of the Foundation for a Healthy St. Petersburg$50,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariIn support of voter education in South Pinellas County.$50,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariSupport for the equity work of the Pinellas Resiliency Fund$100,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariIn support of the Tampa Bay Resiliency Fund.$275,000
Pinellas Core Management Services Inc
14155 58th St N Suite 100ClearwaterFL33760N/A501(c)3 Public ChariSupport implementation of children's mental health system for Pinellas County that will enhance public awareness and provide for an accessible, family oriented, coordinated, comprehensive, high quality system with an engaged and skilled workforce.$7,500
Pinellas County Sheriff's Police Athletic League
3755 46th Ave NSt PetersburgFL33714N/A501(c)3 Public ChariThis project will hire a Community Engagement and Impact Specialist whose role is to connect resources to Pinellas PAL families in the Lealman area, with larger goals of creating community impact by organizing events that advertise these resources.$21,299
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariTo set the foundation and data for long-term environmental justice and improvements to natural and built environment in the Childs Park Neighborhood via the engagement of community environmental champions including residents and businesses.$39,188
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariStay Woke, Stop the Bullying will bring awareness and education regarding bullying in the schools and offer tools and resources to mitigate incidents of bullying.$5,750
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariSuccessfully bringing the lynching memorial to St. Petersburg, installing it on land donated by the City of St. Pete.$18,245
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariIn support of the Mobile Health Unit to conduct COVID-19 testing in South St. Petersburg, specifically to African American community members.$30,400
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariGeneral operating support funding to build a strong and sustainable organizational infrastructure that will enable the Pinellas County Urban League to provide programs and services to have the greatest impact.$100,000
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariTo increase the capacity of the St. Pete Timebank to offer more individuals and organizations a greater opportunity to accumulate assets of goods and services at no financial cost through the exchanges facilitated through the Timebank.$28,500
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariGeneral operating support will help the 2020 Plan team to build a strong and sustainable organizational infrastructure that will enable the 2020 Plan Task Force to have the greatest impact.$161,250
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariIn response to COVID-19, help South St. Pete community businesses hardest hit by accessing a full range of supports activated by #InThisTogether.$250,000
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo expand the community outreach activities of the Youth Farm Project in order to accelerate equity via recruitment of youth participants, supervisors, and community residents in the South St. Pete CRA.$13,125
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariSupport the professional development of selected teachers to improve emergent literacy skills of low-performing 1st grade students in 12 targeted schools.$21,375
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo provide support to the Youth Farm Project at Enoch Davis in an effort to create sustainability strategies and activities.$21,375
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTitle 1 schools and students from families with low incomes will have access to the internet to alleviate barrier to an equitable educational experience.$26,250
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo engage in research, communications, policy and advocacy to improve educational outcomes for all students in Pinellas County Schools by deepening the community's understanding and demonstrated commitment to effective educational practices.$71,875
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariThe Youth Farm Project at Enoch Davis Recreation Center is a youth empowerment project designed to provide opportunities to acquire education, training and experience in entrepreneurship, leadership, urban farming, nutrition, and food systems.$92,468
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo engage in research, communications, policy and advocacy to improve early literacy educational outcomes for students in Pinellas County Schools by deepening the community's understanding and commitment to effective educational practices.$237,500
Police Athletic League of St Petersburg Inc
1450 16th Street NorthSt PetersburgFL33704N/A501(c)3 Public ChariFunding will support a refresh to the website and improve the online giving platform.$994
Police Athletic League of St Petersburg Inc
1450 16th Street NorthSt PetersburgFL33704N/A501(c)3 Public ChariThe organization, with local partners, is opening a satellite location in the Jordan Park Housing Development to provide afterschool programs for its residents and the surrounding community.$5,000
Project Prosper Inc
13575 58th Street N Suite 107ClearwaterFL33760N/A501(c)3 Public ChariFunding will be used to hire the organization's first Executive Director to allow for continued growth in Pinellas County.$2,500
Sing Out and READ
1211 North Westshore Blvd 610TampaFL33607N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Southeastern Council of Foundations
100 Peachtree Street Suite 2080AtlantaGA30303N/A501(c)3 Public ChariGeneral operating support$10,290
St Petersburg Area Chamber of Commerce
100 2nd Avenue N Suite 150St PetersburgFL33701N/A501(c)6 Business LeaTo support Bay Area Chamber Foundation's Grow Smarter Initiative, an economic development collective impact model grounded in the principles of diversity, equity, and inclusion in the City of St. Petersburg.$365,017
St Petersburg Arts Alliance
100 2nd Ave N Suite 150St PetersburgFL33701N/A501(c)3 Public ChariTo use technology to create equitable access to arts and culture via the completion of the SHIINE accessible virtual mural tour to include the 2018 murals, for a total of 73 SHINE Murals.$800
St Petersburg Arts Alliance
100 2nd Ave N Suite 150St PetersburgFL33701N/A501(c)3 Public ChariTo support equitable access to public art and culture via the use of innovative technology embedded within the 2019 SHINE murals in St. Petersburg.$12,900
St Petersburg College Foundation Inc
PO Box 13489St PetersburgFL33733N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
St Petersburg Foundation
501 1st Ave N Suite 901St PetersburgFL33701N/A501(c)3 Public ChariTo support the provision of a public art behavioral health campaign and community wellness activities as a result of COVID-19.$15,000
St Petersburg Free Clinic
863 3rd Ave NSt PetersburgFL33701N/A501(c)3 Public ChariTo alleviate food insecurity for individuals and families as a result of COVID-19.$50,000
St Petersburg Innovation District Inc
140 7th Avenue South LPH 314St PetersburgFL337015016N/A501(c)6 Business LeaIn support of a learning partner to develop an equity strategy for the organization.$3,000
St Petersburg Warehouse Art District Inc
515 22nd St SSt PetersburgFL33712N/A501(c)3 Public ChariTo support capacity-building and community engagement efforts for Warehouse Arts District Association.$23,750
Tampa Bay Black Business Investment Corporation
1920 E Hillsborough Avenue 2nd FlrTampaFL33610N/A501(c)4 Civic LeagueAs a result of COVID-19, to increase awareness and access to funds available for black-owned businesses via micro-targeted marketing opportunities. .$45,000
Tampa Bay Black Business Investment Corporation
1920 E Hillsborough Avenue 2nd FlrTampaFL33610n/A501(c)4 Civic LeagueTo support the creation of the Pinellas Working Capital Fund to provide reasonable and ready access to working capital to nonprofits that could face operational or financial difficulty implementing CARES Fund awarded on a cost-reimbursement basis.$1,223
Tampa Bay Living Greendba Sustainable Urban Agriculture Coalition
76 4th Street North 2096St PetersburgFL33701N/A501(c)3 Public ChariTo support SUAC's strategic plan to strengthen the competencies of its Board Members, create a succession plan, and enhance the Board culture of engagement internally and externally within the community.$2,409
Tampa Bay Network to End Hunger Inc
4532 W Kennedy Blvd Suite 252TampaFL33609N/A501(c)3 Public ChariTo support St Pete Food Policy Council in their efforts to create an equitable community-based food system.$14,250
Tampa Bay Network to End Hunger Inc
4532 W Kennedy Blvd Suite 252TampaFL33609N/A501(c)3 Public ChariAs a result of COVID-19, to fill the gap in meal distribution for those students unable to pick up meals at summer meal designated sites due to transportation limitations.$17,000
Tampa Bay Network to End Hunger Inc
4532 W Kennedy Blvd Suite 252TampaFL33609N/A501(c)3 Public ChariTo serve as a fiscal agent for activities and initiatives supporting the efforts of community stakeholders to create an equitable, regenerative, and resilient community-based food system in Pinellas County.$27,500
The Babysitters Club 727 Inc
4105 12th Ave SouthSt PetersburgFL33711N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
The Babysitters Club 727 Inc
4105 12th Ave SouthSt PetersburgFL33711N/A501(c)3 Public ChariGeneral operating support funds to support CCAT findings.$5,000
The Early Learning Coalition of Pinellas County Inc
2536 Countryside BlvdClearwaterFL33763N/A501(c)3 Public ChariSupport for professional development of providers and staff to identify their own racial and cultural biases to better understand what children and their families are experiencing in various demographic groups.$12,200
The Early Learning Coalition of Pinellas County Inc
2536 Countryside BlvdClearwaterFL33763N/A501(c)3 Public ChariA collaborative approach to ensure an equitable, responsive and accountable early education system that will improve rates of kindergarten readiness by increasing accessibility, understanding of needs, and engagement opportunities.$168,000
Times Publishing Company
490 1st Ave SSt PetersburgFL33701N/ABusiness: For ProfitIn support of local journalism efforts that are focused on race and systemic racism.$76,250
United Way Suncoast
5201 W Kennedy Blvd Suite 600TampaFL33609N/A501(c)3 Public ChariIn support of Unite Pinellas to complete and launch the electronic database.$60,000
United Way Suncoast
5201 W Kennedy Blvd Suite 600TampaFL33609N/A501(c)3 Public ChariIn support of Unite Pinellas, a collective of organizations and individuals united in a common mission to increase race equity through county-wide systems change. The collective focuses on policy, practice and narrative solutions.$125,000
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612N/A501(c)3 Public ChariTo support planning efforts for the exploration and implementation of a Truth, Racial Healing, and Transformation Campus Center comprised of a consortium of local higher education institutions.$23,750
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612N/A501(c)3 Public ChariThis effort will enhance the capacity of organizations that serve infant and families in Pinellas County to be centered in race based trauma and will increase the number of and support for practitioners that are people of color.$57,000
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612N/A501(c)3 Public ChariFunding to support a cross-sector initiative that will bring trauma-informed infant-family mental health practices to St. Petersburgs prenatal, infant and early childhood services landscape lead by Family Study Center.$227,838
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,269,940TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Banyan Tree Project Inc
PO Box 2010St PetersburgFL33731N/ABusiness: For ProfitTo increase advocacy, capacity-building, and community engagement activities for black same gender loving men in Pinellas County.$1,750
Community Action Stops Abuse Inc (CASA)
PO Box 414St PetersburgFL33731N/A501(c)3 Public ChariTo fund a community programmatic scan to determine the viability of the concept of a Family Justice Center model of service delivery to Pinellas County.$2,610
Concerned Organizations for Quality Education for Black Students
5830 28th Street SouthSaint PetersburgFL33712N/A501(c)3 Public ChariGeneral operating support for a new collective created to empower preschool providers.$10,000
Deuces Live Inc
833 22nd Street SouthSt PetersburgFL33712N/A501(c)3 Public ChariAs a part of the Foundation's Equitable Economic development initiative, funds will be used to support capacity building efforts of two organizations in a historical African American community in St. Petersburg.$50,000
In Touch With Communities Around the World Inc DBA Arts Conservatory for T
222 2nd Street NorthSt PetersburgFL33701N/A501(c)3 Public ChariIn support of operations during the covid-19 pandemic.$750
InterCultural Advocacy Institute (Hispanic Outreach Center)
612 Franklin StClearwaterFL33756N/A501(c)3 Public ChariAs part of the Foundation's strategic race equity investment strategy, funds will provide capacity building support to the organization to serve diverse populations.$500
Interdenominational Ministerial Alliance
2900 1st Avenue SouthSt PetersburgFL33712N/A501(c)3 Public ChariCapacity building support for this Black-led organization focused on uniting leaders from diverse religious backgrounds to serve the community.$10,000
Johns Hopkins All Children's Hospital
501 6th Avenue SouthSt PetersburgFL33701N/A501(c)3 Public ChariIn support of the Wrap Around Services (WAS) Collaborative capacity building efforts. WAS is a collective of service providers focused on empowering St. Petersburg residents.$7,700
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariAdditional support to continue the mask distribution of Cross and Anvil and Community Development & Training Center (in partnership with Eight Kings)$55,000
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariFor the Pinellas Community Foundation to act as a fiscal agent for the project to provide equitable digital access to the African American Heritage Trail.$59,250
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764N/A501(c)3 Public ChariSupport for the Health Equity Fund$100,000
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariIn support of the Mobile Health Unit to conduct COVID-19 testing in South St. Petersburg, specifically to African American community members.$1,600
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713N/A501(c)3 Public ChariSuccessfully bringing the lynching memorial to St. Petersburg, installing it on land donated by the City of St. Pete$960
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo engage in research, communications, policy and advocacy to improve early literacy educational outcomes for students in Pinellas County Schools by deepening the community's understanding and commitment to effective educational practices.$12,500
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo provide support to the Youth Farm Project at Enoch Davis in an effort to create sustainability strategies and activities.$23,625
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariTo support the Journeys and Journalism efforts, a Journalism magnet/career academy program at Melrose Elementary, John Hopkins Middle and Lakewood High School.$10,000
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773N/A501(c)3 Public ChariFunding to support greater awareness of inequities that exist among student groups; improvements in the organization's structure that honors and values various perspectives; and increased educational programming that closes achievement gaps.$100,000
St Petersburg Arts Alliance
100 2nd Ave N Suite 150St PetersburgFL33701N/A501(c)3 Public ChariTo support equitable access to public art and culture via the use of innovative technology embedded within the 2019 SHINE murals in St. Petersburg.$680
St Petersburg Warehouse Art District Inc
515 22nd St SSt PetersburgFL33712N/A501(c)3 Public ChariTo support capacity-building and community engagement efforts for Warehouse Arts District Association.$1,250
Stetson University Inc
1401 61st Street SouthGulfportFL33707N/A501(c)3 Public ChariIn support of the Youth Civic Engagement Pilot Program.$30,500
Suncoast Health Council Inc
9600 Koger Boulevard - Suite 221St PetersburgFL33702N/A501(c)3 Public ChariTo support efforts to create equitable access to a coordinated behavioral health system that provides optimal services and supports via the Wellness Connection collaborative.$75,000
Tampa Bay Black Business Investment Corporation
1920 E Hillsborough Avenue 2nd FlrTampaFL33610N/A501(c)6 Business LeaAs a result of COVID-19, to increase awareness and access to funds available for black-owned businesses via micro-targeted marketing opportunities.$5,000
Tampa Bay Network to End Hunger Inc
4532 W Kennedy Blvd Suite 252TampaFL33609N/A501(c)3 Public ChariTo support St Pete Food Policy Council in their efforts to create an equitable community-based food system.$15,750
United Way Suncoast
5201 W Kennedy Blvd Suite 600TampaFL33609N/A501(c)3 Public ChariIn support of Unite Pinellas, a collective of organizations and individuals united in a common mission to increase race equity through county-wide systems change. The collective focuses on policy, practice and narrative solutions.$50,000
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612N/A501(c)3 Public ChariThis effort will enhance the capacity of organizations that serve infant and families in Pinellas County to be centered in race based trauma and will increase the number of and support for practitioners that are people of color.$63,000
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612N/A501(c)3 Public ChariTo support planning efforts for the exploration and implementation of a Truth, Racial Healing, and Transformation Campus Center comprised of a consortium of local higher education institutions.$26,250
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612N/A501(c)3 Public ChariGeneral operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470
Dr Carter G Woodson African American Museum Inc
2240 9th Ave SSt PetersburgFL33712N/A501(c)3 Public ChariIn support of local civic engagement efforts focused on historically hard to reach populations.$50,670
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$765,815TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,912,227ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,872,646ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
Income From Discontinued Operations01$906,855
Federal Tax Refund01$148,824
Other Revenue01$15,669

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,856,221ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,856,221TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$61,869Amt
Net Investment Income$6,187NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$55,682DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
St Petersburg Area Chamber of Commerce
100 2nd Ave N Suite 150St PetersburgFL337012018-05-30$1,217,016To support Bay Area Chamber Foundation's Grow Smarter Initiative, an economic development collective impact model grounded in the principles of diversity, equity, and inclusion in the City of St. Petersburg.$365,017To the knowledge of the grantor, there have been no diversionsJanuary 16, 20202020-04-17Dollars have been used for a charitable purpose as intended in the grant agreement.
Community EFX Inc
PO Box 16843St PetersburgFL337332019-12-04$3,800To support organization's capacity with professional development for leadership, marketing, grant writing, fundraising,technology, and/or other skills that enhance organization's infrastructure.$190To the knowledge of the grantor, there have been no diversionsJanuary 27, 20212021-02-03Dollars have been used for a charitable purpose as intended in the grant agreement.
League of Women Voters of the St Petersburg Area Inc
2335 22nd Ave S Suite 5St PetersburgFL337122019-12-14$33,000To collectively plan, engage, empower, and increase the knowledge of residents in order to move them into action towards community change.$1,650To the knowledge of the grantor, there have been no diversionsJune 7, 20212020-09-24Dollars have been used for a charitable purpose as intended in the grant agreement.
St Petersburg Innovation District Inc
140 7th Avenue SouthSt PetersburgFL3370150162020-08-18$3,000In support of a learning partner to develop an equity strategy for the organization.$3,000To the knowledge of the grantor, there have been no diversionsFebruary 3, 20212021-02-03Dollars have been used for a charitable purpose as intended in the grant agreement.
Community EFX Inc
PO Box 16843St PetersburgFL337332020-10-28$1,470General operating support for online Lectio Institute resulting in a strategic impact analysis and learning/literacy mapping of program.$1,470to the knowledge of the grantor, there have been no diversionsJanuary 27, 20212021-02-03Dollars have been used for a charitable purpose as intended in the grant agreement.
Banyan Tree Project Inc
PO Box 2010St PetersburgFL337312020-02-13$35,000To increase advocacy, capacity-building, and community engagement activities for black same gender loving men in Pinellas County.$33,250To the knowledge of the grantor, there have been no diversionsMarch 19, 20212021-04-06Dollars have been used for a charitable purpose as intended in the grant agreement.
Tampa Bay Black Business Investment Corporation Inc
1920 E Hillsborough Avenue 2nd FlrTampaFL336102020-09-18$1,223To support the creation of the Pinellas Working Capital Fund to provide reasonable and ready access to working capital to nonprofits that could face operational or financial difficulty implementing CARES Fund awarded on a cost-reimbursement basis.$1,223To the knowledge of the grantor, there have been no diversionsFebruary 24, 20212021-02-24Dollars have been used for a charitable purpose as intended in the grant agreement.
Tampa Bay Black Business Investment Corporation Inc
1920 E Hillsborough Avenue 2nd FlrTampaFL336102020-09-18$50,000As a result of COVID-19, to increase awareness and access to funds available for black-owned businesses via micro-targeted marketing opportunities.$45,000To the knowledge of the grantor, there have been no diversionsMay 26, 20212021-08-25Dollars have been used for a charitable purpose as intended in the grant agreement.
Times Publishing Company
490 1st Avenue SouthSt PetersburgFL337012020-08-25$76,250In support of local journalism efforts that are focused on race and systemic racism.$76,250To the knowledge of the grantor, there have been no diversionsMarch 17, 20212021-08-25Dollars have been used for a charitable purpose as intended in the grant agreement.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
Compensation Paid to a Disqualified PersonPart VII-B Line 1a(4)Foundation for a Healthy St. Peterburg paid reasonable compensation to Randall H. Russell, the President & CEO, for his service to the organization.
Direct Ownership in a BusinessForm 990-PF, Part VII-B, Line 3aFoundation for a Healthy St. Petersburg has a 20% partnership interest in Bayfront HMA Healthcare Holdings, LLC through its wholly owned subsidiary FHSP Holdings.
Summary of Direct Charitable ActivitiesPart IX-AEquity Movement Building $1,392,682Movements are the backbone of social change, and critical to success is a combination of education, motivation, and action. The focus of race equity to achieve health equity requires a) the convening of those organizations and individuals focused on race equity and social change; b) engaging with those who are interested and willing but need and want to know more; and c) engaging with those opposed to race equity. The intention of a movement is to take those at the front end, and those willing, to bring awareness to all. Foundation staff activated this movement building through a number of channels. These include support for existing coalitions focused on a range of topics including data to influence changes in rules and regulations; providing direct experience through workshops and training in talking about race and sharing racial autobiographies; and grassroots support for those who recognize race equity as a public health issue. The Foundation continued and expanded its strategic listening efforts, listening to the lived experience of Black, Indigenous, and People of Color (BIPOC) and translating that into action. In addition, the Foundation funded media and public awareness, and continued its Speakers who Inspire series, bringing in three national speakers addressing race and health equity issues. A continued investment was made in technology to manage engagement efforts. 2020 was a year of discussing race and seeing consequences of systemic racism; the Foundation stepped deeply into motivating the desire to explore race equity through these activities.COVID-19 Response, other than grants $1,074,852While the Foundation made a sizable investment in grants to support COVID-19 relief, it also made a sizable investment through direct charitable activities. The local responses to the global pandemic of COVID-19 intentionally focused on the disparate results on BIPOC populations and utilized a significant in-kind offer of the use of our 15,000 square foot Center for Health Equity for direct COVID response. In collaboration with local community organizations, the Center was used as a distribution site for free lunches for school-age children. The Center was later utilized to provide county-wide Pinellas COVID Cares Fund services for the distribution of CARES Act financial assistance; more than $14 million in CARES funding went directly to people in severe need through these operations. All operating costs (rent, specialized cleaning, security, building operations) were covered by the Foundation, enabling the vendor to increase its workforce to meet community needs. In addition, the Foundation launched and funded a $2 million CARES working capital loan program. This provided capital to nonprofits who were awarded CARES grants on a cost reimbursement basis. Access to capital allowed these nonprofits to maximize the scale of their COVID mitigation services, providing the cash needed until grant proceeds were received. These loans were issued without fees and with 0% interest, and 100% of the loans were repaid. Additionally, the Foundation funded mask distribution campaigns, a mental health campaign, and also funded grantwriters for smaller nonprofits that are BIPOC-led to ensure CARES funding reached traditionally underserved pockets of our community. Finally, tremendous education efforts related to COVID were shared through multiple webinars, information pages, websites, and a Foundation-created data tracker to keep the community informed.Policy and Research $529,386Given that systems change to close the race equity gap in our County is the Foundation's north star, a policy and research arm is being developed. During 2020, the Foundation hired new staff, invested more deeply in evaluation, and initiated strategies around research to influence systems change. A five-year assessment of the evolution of the Foundation was conducted, starting in 2015 when the Foundation's current mission was defined and with the hire of the founding President and CEO and other staff. This evaluation of our history, impact, and learnings informs our future strategy and next steps.Community Investments other than Grantmaking $449,703Abundant support for the nonprofit sector beyond the scope of a single grant or funding cycle is an important way place-based philanthropy can strengthen the entire community ecosystem. Close relationships and deep listening to nonprofit leaders and employees have enabled the Foundation to make strategic ongoing investments that foster resilience and competence in the sector. This has meant tapping national networks to find and fund learning partners, subject matter experts, and others to help organizations achieve greater impact and efficiency. During 2020, these community-driven requests led to support for nonprofit capacity building, equitable economic development, communications agency services, and civic engagement in support of voter registration, census participation, and eviction diversion activities.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard Bond Index Fund Inc Total BD Market ETF$26,087,925$26,087,925
Vanguard Bond Index FD Inc Short Term$8,811,109$8,811,109
Vanguard Bond Index Fund Inc Long Term$6,109,470$6,109,470

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard FTSE Developed Markets ETF$32,076,504$32,076,504
Vanguard World Fund Mega Cap 300 Growth Index ETF$25,949,804$25,949,804
Vanguard World Fund Mega Cap 300 Value Index ETF$22,458,858$22,458,858
Vanguard FTSE Emerging Markets ETF$10,051,315$10,051,315
Vanguard Index Fds MCap Gr IDXVIP$4,521,544$4,521,544
Vanguard Index Fds MCap VL IDXVIP$3,948,639$3,948,639
Vanguard Small Cap Growth ETF$3,875,182$3,875,182
Vanguard Small Cap Value ETF$3,113,830$3,113,830
Vanguard Target Retirement 2025 fund Investor$40,604$40,604

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCertificate of DepositCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$100,000BookValueAmt
EOYFMV$100,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$31,597LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$31,597DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (7 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Investment in FHSP Holdings$1,000,000$7,780,000$7,780,000
Recoverable Grant Receivable - CARES Working Capital Loan Fund$0$1,949,300$1,949,300
Medicare Settlement Receivable$0$900,000$900,000
Income Tax Refund Receivable$195,987$344,811$344,811
Investment in Sparkplug$300,000$100,000$100,000
Security Deposit$18,077$18,077$18,077
Due from Employee$0$75$75

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Direct Community Investment$1,016,963$0$0$1,016,963
Marketing and Communications$318,205$0$0$318,205
Technology$246,265$13,388$0$232,877
Evaluation$209,444$0$0$209,444
Other Administrative Expenses$188,659$25,863$0$162,796
Office Operations$47,309$5,010$0$42,300
Loss from Bayfront HMA Healthcare Holdings, LLC$0$0$9,471,081$0
Loss from SavvyCard Florida Fund II, LLC$0$0$9,594$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Income From Discontinued Operations$906,855$906,855
Federal Tax Refund$148,824$148,824
Other Revenue$15,669$15,669

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unrealized Gain on Investments$11,404,745
Change in Value of Joint Venture$6,780,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Accrued Retirement$160,483$40,604
Deferred Rent$111,070$168,935
Professional/General Claims$20,136$27,660

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other Professional Fees$221,768$20,677$0$201,091
Investment Management$91,203$91,203$0$0
Investment Expenses - Sparkplug Portfolio Investments$0$2,817$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise Tax$102,166$0$0$0
Property Taxes$15,451$1,545$0$13,906
Foreign Taxes from Investments$0$79,967$0$0

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