DAVID A STRAZ JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A STRAZ JR FOUNDATION (EIN 39-1776211)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349101148
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T10:26:53-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273605969 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 FOUNTAIN PKWY N STE 410 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391776211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A STRAZ JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 8136390155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 W KENNEDY BLVD NO 150 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENAI CRABTREE FOR SEACOAST BANK | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 8136390155 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENAI | PersonFirstNm |
| Person Last | CRABTREE FOR SEACOAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DUNHAM | PreparerPersonNm |
| PTIN | P00100222 | PTIN |
| Phone | 7275721400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,500,740 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,582,936 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $211,258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211,258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,743,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $793,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$783,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,225,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,208 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $297,515 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,809,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,301,861 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $544,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $138,289 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $405,980 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,823 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,823 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,608 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,608 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $156,463 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,129 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $153,334 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $126,066 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $118,316 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,449 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $546 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $119,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,896 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $43,464 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,748 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $160,874 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $160,874 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $493 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $493 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,037 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,419,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,034,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,450,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,836,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,869,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,870,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $996,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $385,109 | CashEOYAmt |
| Cash EOYFMV | $385,109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,417,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,196,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,196,671 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,615 | AcctRcvblAmt |
| Acct Rcvbl BOY | $130,637 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $20,615 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,615 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $111,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $111,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,305,632 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,523,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,523,704 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $34,796,191 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,167,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,167,911 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,478 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,748 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $33,730 | LandEOYAmt |
| Land EOYFMV | $33,730 | LandEOYFMVAmt |
| Other Assets BOY | $62,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $62,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $62,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,711,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,500,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,500,740 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,500,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $100,000 | AccountsPayableEOYAmt |
| Grants Payable EOY | $8,885,470 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $21,145 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $55,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,521,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,040,470 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $77,190,583 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $57,460,270 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,190,583 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,460,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,711,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $66,500,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,190,583 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,130,621 | SubtotalAmt |
| Other Decreases | $19,670,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,460,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $447,955 | $321,027 | $126,928 | $126,928 | |||
| GOLD AMERICAN EAGLES - 2,320 OZ | $4,301,822 | $2,834,838 | $1,466,984 | $1,466,984 | P | 2020-10-13 | |
| PALM SPRINGS HOTEL NOTE RECEIVABLE | $4,600,000 | -$4,600,000 | -$4,600,000 | P | 2020-12-31 | 2018-04-01 | |
| BLUE SCOOTER DEBT TO EQUITY EXCHANGE | $1,385,567 | -$1,385,567 | -$1,385,567 | P | 2020-07-30 | 2018-12-26 | |
| BLUE SCOOTER DEBT EXCHANGE | $474,777 | $474,777 | $474,777 | P | 2020-09-30 | 2018-12-26 | |
| BOA SECURITIES SETTLEMENT | $159 | $159 | $159 | P | 2020-06-17 | ||
| AKORN INC SECURITIES SETTLEMENT | $12 | $12 | $12 | P | 2020-08-18 | ||
| FURNITURE & FIXTURES | $300 | $300 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,916,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,904 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $127,904 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $114,052 | OverpaymentAmt |
| Applied To ES Tax | $114,052 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RENAI CRABTREE | IndividualWithBooksNm |
| Phone | 4076223637 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 W MORSE BLVD STE 323 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE LOWRY STRAZ | ||||||||
| 4805 SWANN AVE | TAMPA | FL | 33609 | TRUSTEE | 40.00 | $122,019 | $0 | $0 |
| KEEBLER STRAZ | ||||||||
| 3101 W CHAPIN AVE | TAMPA | FL | 33611 | TRUSTEE | 40.00 | $122,019 | $0 | $0 |
| SEACOAST BANK | ||||||||
| 1031 MORSE BLVD STE 323 | WINTER PARK | FL | 32789 | CORPORATE TRUSTEE | 40.00 | $138,289 | $0 | $0 |
| JARROD HOLBROOK | ||||||||
| 4414 W SAN MIGUEL ST | TAMPA | FL | 33629 | EXECUTIVE DIRECTOR | 40.00 | $161,942 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN EGNOR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 ORANGE ST | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,590 | CompensationAmt |
| Employee Benefits | $1,608 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHNSON POPE BOKOR HUPPEL & BURNS LLP | |||||
| 911 CHESTNUT ST | CLEARWATER | FL | 33756 | LEGAL | $156,463 |
| TAMPA BAY TRUST COMPANY | |||||
| 4488 W BOY SCOUT BLVD 425 | TAMPA | FL | 33607 | INVESTMENT ADVISORY | $125,903 |
| JAMES M HARMON & CO LTD | |||||
| 6125 GREEN BAY RD STE 400 | KENOSHA | WI | 53142 | ACCOUNTING | $94,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,868,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,919,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,587,548 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,376,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,376,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $920,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,455,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,022,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,022,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,852 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $47,977 | IncomeTaxAmt |
| Total Tax | $61,829 | TotalTaxAmt |
| Distributable Before Adj | $2,960,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,960,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,960,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,870,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,870,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,870,725 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,960,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,873,071 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,870,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,873,071 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,960,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,713 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,713 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,713 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $36,713 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CATHERINE LOWRY STRAZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TAMPA BAY PERFORMING ARTS CENTER FOUNDATION | |||||||
| 1010 N WC MACINNES PL | TAMPA | FL | 33602 | NONE | PC | PROGRAMS | $2,035,000 |
| LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC | |||||||
| 1101 W SLIGH AVE | TAMPA | FL | 33604 | NONE | PC | PROGRAMS | $925,000 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | PROGRAMS | $800,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | NONE | PC | PROGRAMS | $300,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27109 | NONE | PC | PROGRAMS | $250,000 |
| BERKELEY PREPARATORY SCHOOL | |||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | NONE | PC | PROGRAMS | $200,000 |
| COLUMBIA ST MARY'S FOUNDATION INC | |||||||
| 4425 N PORT WASHINGTON RD | GLENDALE | WI | 53212 | NONE | PC | PROGRAMS | $150,000 |
| TAMPA GENERAL HOSPITAL FOUNDATION | |||||||
| PO BOX 1289 | TAMPA | FL | 33601 | NONE | PC | PROGRAMS | $150,000 |
| METROPOLITAN MINISTRIES | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | NONE | PC | PROGRAMS | $25,000 |
| JOHN HOPKINS ALL CHILDREN'S FOUNDATION | |||||||
| PO BOX 3142 | ST PETERSBURG | FL | 33731 | NONE | PC | PROGRAMS | $1,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 311 SW 13TH ST 407 | GAINESVILLE | FL | 32601 | NONE | PC | PROGRAMS | $200 |
| HENRY B PLANT MUSEUM | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | PC | PROGRAMS | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,836,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | NONE | PC | PROGRAMS | $900,000 |
| TAMPA BAY PERFORMING ARTS CENTER FOUNDATION | |||||||
| 1010 N WC MACINNES PL | TAMPA | FL | 33602 | NONE | PC | PROGRAMS | $8,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,743,779 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $55,208 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$783,391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,226,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,226,854 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF DAVID A STRAZ JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 SWANN AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,582,936 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT, ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $126,066 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $118,316 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE FURNITURE | PropertyDesc |
| Acquired | 2020-06-01 | AcquiredDt |
| Cost Or Other Basis | $37,478 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 10.000000000000 | LifeRt |
| Current Year Expense | $3,748 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEACOAST NATIONAL BANK | $16,934,398 | $16,934,398 |
| C/S - THE BANK OF NEVIS | $2,419,636 | $2,419,636 |
| C/S - TORCHLIGHT ENERGY RESOURCES, INC. | $169,670 | $169,670 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| N/R - TORCHLIGHT ENERGY, INC. | AT COST | $4,000,000 | $4,000,000 |
| N/R - BLUE SCOOTERS SERVICING, LLC | AT COST | $3,228,949 | $3,228,949 |
| P/S - BLUE DUCK EXPRESS, INC. | AT COST | $2,000,000 | $2,000,000 |
| C/S - BLUE DUCK EXPRESS, INC. | AT COST | $11 | $11 |
| C/S - FREEHOLD PROPERTIES, INC. | AT COST | $6,000,000 | $6,000,000 |
| GENERAL SPORTS BASEBALL HOLDINGS, LLC | AT COST | $500,000 | $500,000 |
| GF Q1, LLC | AT COST | $858,259 | $858,259 |
| SI HOMES INCOME FUND, LP | AT COST | $1,000,000 | $1,000,000 |
| STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY FUND | AT COST | $3,000,000 | $3,000,000 |
| WALTON STREET REAL ESTATE DEBT FUND LP | AT COST | $580,692 | $580,692 |
| MILL GREEN OPPORTUNITY FUND VI, LLC | AT COST | $6,000,000 | $6,000,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE | CategoryOrItemTxt |
| Cost Or Other Basis | $37,478 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,748 | AccumulatedDepreciationAmt |
| Book Value | $33,730 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $156,463 | LegalFeesAmt |
| Net Investment Income | $3,129 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $153,334 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $62,000 | BOYBookValueAmt |
| EOY Book Value | $62,000 | EOYBookValueAmt |
| EOYFMV | $62,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $4,277,311 |
| PPA (BOOK ONLY) | $15,393,040 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $17,934 | $64 | $17,870 |
| INSURANCE | $50,167 | $0 | $50,167 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1: CX REAGAN CROSSING DEPOSITOR LLC | $177,165 | ||
| FROM K-1: GENERAL SPORTS BASEBALL HOLDINGS | $41,685 | ||
| FROM K-1: GF DBI LLC | $4,807 | ||
| FROM K-1: GF DBI II LLC | -$1,499 | ||
| FROM K-1: GF DBI III LLC | -$8,268 | ||
| FROM K-1: GF Q1 LLC | $843 | ||
| FROM K-1: MILL GREEN OPPORTUNITY FUND VI LLC | -$159,084 | ||
| FROM K-1: SI HOMES INCOME FUND LP | $322 | ||
| FROM K-1: STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY FUND | $162,497 | ||
| FROM K-1: WALTON STREET REAL ESTATE DEBT FUND LP | $79,047 | ||
| FROM K-1: GENERAL SPORTS BASEBALL HOLDINGS | $0 | ||
| FROM K-1: GF Q1 LLC | $0 | ||
| FROM K-1: SI HOMES INCOME FUND LP | $0 | ||
| FROM K-1: STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY FUND | $0 | ||
| FROM K-1: CX REAGAN CROSSING DEPOSITOR LLC | $0 | ||
| LIFE INSURANCE PROCEEDS | $0 | $55,208 | $55,208 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $21,145 | BOYBookValueAmt |
| EOY Book Value | $55,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECURITY | $546 | $0 | $546 |
| ADVISORY FEES | $155,903 | $155,903 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $72,875 | $0 | $0 |
| PAYROLL TAXES | $43,464 | $0 | $43,464 |
| FOREIGN TAXES PAID | $2,896 | $2,896 | $0 |
Comments