HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-31
- IRS object ID
- 202022449349100912
- Schema version
- 2019v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-31T13:22:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592921780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS HOUSER & SCHATZEL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 94TH AVE N | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337022406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593395491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUGH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H HENRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7275781040 | PhoneNum |
| Signature | 2020-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER C SCHATZEL | PreparerPersonNm |
| PTIN | P00430290 | PTIN |
| Phone | 7275781040 | PhoneNum |
| Preparation | 2020-08-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.206.19.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 13:22:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F57A65EF4500E158107F85440811228917E6A82F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F57A65EF4500E158107F85440811228917E6A82F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,977,012 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,990,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $534,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,866,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,588,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $597,677 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,880 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,492 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $72,041 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,331 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $992,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $992,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,081,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $992,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,506,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $521,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,831 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,831 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $54,693 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,567 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,303 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,404,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,577,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,886,816 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,553,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,567,870 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,634,484 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $2,302,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,302,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,105,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,612,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,977,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,105,819 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,612,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,105,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,612,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,105,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,612,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,105,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,506,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,612,333 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,612,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED 2019 SCH. D-1 RBC 35768 | P | $39,641 | $33,000 | $6,641 | $6,641 |
| SEE ATTACHED 2019 SCH. D-1 RBC 33267 | P | $196,564 | $196,108 | $456 | $456 |
| SEE ATTACHED 2019 SCH. D-1 RBC 33266 | P | $392,330 | $392,325 | $5 | $5 |
| SEE ATTACHED 2019 SCH. D-1 RBC 35768 | P | $1,978,796 | $1,921,547 | $57,249 | $57,249 |
| SEE ATTACHED 2019 SCH. D-1 RBC 33267 | P | $102,983 | $125,997 | -$23,014 | -$23,014 |
| SEE ATTACHED 2019 SCH. D-1 RBC 33266 | P | $133,670 | $133,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,490 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,102 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $857,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,110,125 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $760,778 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,626,018 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048687 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $433,337 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,786,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033889 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $410,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,498,669 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035656 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $525,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,899,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048167 | DistributionYr5Rt |
| Total Distribution | 0.216533 | TotalDistributionRt |
| Average Distribution | 0.043307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,200,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $788,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $793,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,295,078 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,220 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,220 | SubtotalAmt |
| Tax Based On Investment Income | $5,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,077 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,077 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,857 | OverpaymentAmt |
| Applied To ES Tax | $4,857 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN H HENRY | IndividualWithBooksNm |
| Phone | 7275781040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN H HENRY | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| WILLIAM R HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | VICE PRES. | 000.00 | $0 | $0 | $0 |
| W ROBB HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HELEN H FEINBERG | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN TO THE CANTERBURY SCHOOL OF FLORIDA, INC, A 501(C)(3) ORG. EIN 59-1218022 - 0.0% INTEREST RATE | Description1Txt |
| Expenses1 | $2,302,578 | Expenses1Amt |
| Total | $2,302,578 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,366,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,477,257 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,477,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,200,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $910,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $910,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,220 | TotalTaxAmt |
| Distributable Before Adj | $904,785 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $904,785 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $904,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $992,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,302,578 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,295,078 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,220 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,289,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $904,785 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $20,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,295,078 | QualifyingDistributionsAmt |
| Applied To Current Year | $904,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,390,293 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,410,984 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,410,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $20,691 | ExcessFromYear1Amt |
| Excess From Current Year | $2,390,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN H HENRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7275781040 | RecipientPhoneNum |
| Recipient Email Address | HFFHENRY@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION USES A STANDARD GRANT APPLICATION FORM. THE APPLICATION FORM INCLUDES ALL INFORMATION ABOUT THE CHARITABLE ORGANIZATION NECESSARY FOR THE FOUNDATION'S CONSIDERATION. HOWEVER, THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATION REQUESTS. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN STAGE CO INC | |||||||
| PO BOX 1560 | ST PETERSBURG | FL | 33731 | NONE | 509(A)(1) | ARTS - OPERATIONAL SUPPORT | $25,000 |
| CANTERBURY SCHOOL OF FL | |||||||
| 990 62ND AVE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | EDUCATION - OPER. SUP.& CAP. CAMPAIG | $150,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 13707 N 22ND STREET | TAMPA | FL | 33613 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $25,000 |
| MOREAN ARTS CENTER | |||||||
| 719 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | WORD AND IMAGE PROGRAM - STUDENTS | $10,000 |
| MUSEUM OF FINE ARTS | |||||||
| 255 BEACH DR NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | PINELLAS CO. 6TH GRADERS FREE PASSES | $50,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | 509(A)(1) | VETERANS' SUPPORT SCHOLARSHIPS | $50,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM THEATER - SPONSOR & MATCH | $32,500 |
| ST PETERSBURG MUSEUM OF HISTORY | |||||||
| 335 2ND AVE NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | EDUCATION CURATOR AND CAP. CAMPAIGN | $140,000 |
| USF FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | 509(A)(1) | USFSP "LA FLORIDA" DIGITAL ARCHIVE | $280,000 |
| PINELLAS YOUTH SYMPHONY | |||||||
| PO BOX 4106 | SEMINOLE | FL | 33775 | NONE | 509(A)(1) | OPERATIONAL SUPPORT - MATCH FUNDS | $15,000 |
| USMMA SAILING FOUNDATION | |||||||
| 300 STEAMBOAT RD | KINGS POINT | NY | 11024 | NONE | 509(A)(1) | ST. PETERSBURG TRAINING CENTER | $10,000 |
| BURG BASEBALL | |||||||
| 1875 59TH CIRCLE SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | EQUIPMENT | $5,000 |
| DMG SCHOOL PROGRAM | |||||||
| 2342 EMERSON AVE SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | OUTREACH TO SCHOOLS | $25,000 |
| FLORIDA ORCHESTRA | |||||||
| 244 2ND AVE NORTH | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OUTREACH PROGRAM "INSIDE THE MUSIC" | $50,000 |
| GREATER TAMPA BAY AREA COUNCIL BSA | |||||||
| PO BOX 1316 | ST PETERSBURG | FL | 33731 | NONE | 509(A)(1) | LIFE SPONSOR | $5,000 |
| DALI MUSEUM | |||||||
| 1 DALI BLVD | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $25,000 |
| JOHNS HOPKINS ALL CHILDREN'S FOUND | |||||||
| 500 7TH AVE SOUTH | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | BRAIN INSTITUTE RESEARCH FUND | $50,000 |
| THE MASTER CHORALE OF TAMPA BAY | |||||||
| 30382 USF HOLLY DRIVE | TAMPA | FL | 33620 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $5,000 |
| ST PETERSBURG OPERA COMPANY | |||||||
| 2145 1ST AVE SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $5,000 |
| SING OUT AND READ | |||||||
| 1211 N WESTSHORE BLVD | TAMPA | FL | 33607 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $10,000 |
| GREAT EXPLORATIONS CHILDRENS MUSEUM | |||||||
| 1925 4TH STREET N | ST PETERSBURG | FL | 33704 | NONE | 509(A)(1) | CAPITAL CAMPAIGN | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $992,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534,178 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $597,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $597,677 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN H HENRY REVOCABLE TRUST | |||||||
| 1 | 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | $1,000,008 | Yes (X) | Yes (X) |
| WILLIAM R HOUGH | |||||||
| 2 | 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | $2,990,742 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 47,752 PUTNAM FUND SHARES | NoncashPropertyDesc |
| Fair Market Value | $500,008 | FairMarketValueAmt |
| Received | 2019-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,880 | Amt |
| Net Investment Income | $3,880 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 ASSURED GUARANTY HLDG DUE 07/ | $79,920 | $83,436 |
| 150,000 BANK OF NY MELLON CORP. | $153,563 | $157,781 |
| 100,000 AMEX DUE 12/31/2049 | ||
| 125,000 SCHWAB CORP NEW DUE 12/31/49 | $119,625 | $129,062 |
| 125,000 MORGAN STANLEY CAP TR DUE 5/ | $131,055 | $133,235 |
| 70,000 WFRBS COML MTG DUE 12/17/46 | $75,431 | $74,222 |
| 95,000 WFRBS COML MTG DUE 06/15/2046 | $101,338 | $98,167 |
| 60,000 FAIRFAX FIN. HOLDING DUE 4/15 | $49,502 | $74,507 |
| 45,000 EXPEDIA INC DUE 08/15/20 | $50,904 | $46,005 |
| 100,000 MET LIFE PFD DUE 12/31/2049 | $99,625 | $101,288 |
| 160,000 CVS HEALTH CORP DUE 3/28/28 | $159,381 | $174,790 |
| 145,000 ENERGY TRANSFER DUE 4/15/27 | $142,622 | $151,866 |
| 90,000 GENERAL ELECTRIC DUE 12/31/49 | $92,813 | $88,151 |
| 1,405 ISHARES 20 PLUS YEAR TR BOND | ||
| 35,000 WELLS FARGO DUE 12/31/49 | $18,697 | $18,225 |
| 140,000 WELLSFARGO DUE 3/15/47 | $143,019 | $146,999 |
| 150,000 JP MORGAN CHASE DUE 5/1/23 | $150,375 | $156,750 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HOLDING LTD. | $12,040 | $14,423 |
| ALLSTATE CORP. | $16,922 | $17,992 |
| ALPHABET INC CLASS A | $73,203 | $286,629 |
| ALPHABET INC CLASS C | $46,260 | $239,327 |
| AMAZON.COM, INC. | $35,455 | $827,832 |
| AMGEN INC. | $315,455 | $447,667 |
| ANNALY CAPITAL MANAGEMENT INC REIT | ||
| APPLE INC. | $124,486 | $567,919 |
| ARTISAN PARTNERS FDS INC. | $454,088 | $478,616 |
| BAIDU INC. | $156,906 | $103,016 |
| BANK OF AMERICA CORP. | $391,142 | $452,859 |
| BANK OF MONTREAL | $188,470 | $250,558 |
| BARCLAYS PLC | $11,641 | $15,232 |
| TRUIST FINANCIAL (FKA BB&T CORP.) | $1,208,236 | $1,604,275 |
| BIOGEN INC. | $346,401 | $384,562 |
| BLACKROCK HIGH YIELD | $56,075 | $54,703 |
| BLACKROCK INC. | $112,476 | $292,069 |
| BLACKROCK INCOME TRUST | $63,525 | $63,071 |
| BP PLC | $338,509 | $305,656 |
| BT GROUP PLC | ||
| CENTURYLINK INC. | $282,493 | $239,167 |
| CHEVRON CORP. | $245,967 | $318,749 |
| CITIGROUP INC. | $17,042 | $21,171 |
| CONOCOPHILLIPS | $266,559 | $309,608 |
| DELTA AIRLINES | $281,595 | $340,646 |
| EATON CORPORATION PLC | $242,901 | $379,922 |
| EATON VANCE MUTUAL FUNDS | $74,330 | $73,708 |
| EBAY INC. | $12,536 | $11,916 |
| EMERSON ELECTRIC CO. | $162,864 | $244,032 |
| FIDELITY SUMMER STR TR | $110,000 | $110,146 |
| FRANKLIN INVS SECS TR CONV SEC FD | $53,466 | $63,411 |
| EXPEDIA GROUP INC. | $274,047 | $239,530 |
| FACEBOOK INC. | $261,572 | $337,226 |
| GENERAL ELECTRIC | $374,775 | $263,599 |
| GILEAD SCIENCES INC. | $14,501 | $14,296 |
| GOLDMAN SACHS GROUP INC. | $306,836 | $355,472 |
| HSBC HOLDINGS PLC | $267,953 | $214,291 |
| IAC/INTERACTIVE CORP. | $56,808 | $711,209 |
| INTEL CORP. | $139,862 | $466,830 |
| INTERNATIONAL BUSINESS MACHINES CORP | $14,265 | $14,074 |
| ISHARES TRUST PREFERRED AND INCOME | $73,863 | $75,142 |
| JOHNSON & JOHNSON | $176,666 | $343,086 |
| JP MORGAN CHASE | $201,137 | $735,893 |
| JP MORGAN CHASE 6.70% PFD SER T | ||
| KEYCORP NEW | $17,037 | $21,758 |
| KONINKLIJKE PHILIPS NV | ||
| KRAFT HEINZ CO | ||
| LORD ABBETT FLOATING RATE FD | $75,773 | $73,425 |
| LORD ABBETT HIGH YIELD FD CL F | $99,805 | $100,688 |
| MEDTRONIC PLC | $277,252 | $403,315 |
| MERCK & CO. INC. | $176,510 | $404,273 |
| MICROSOFT CORP. | $86,872 | $512,525 |
| NATAXIS FDS LOOMIS SAYLES | ||
| NETFLIX COM INC. | $128,184 | $140,753 |
| NEXTERA ENERGY INC. | $84,126 | $339,024 |
| NORDSTROM INC | $219,343 | $189,506 |
| OPPENHEIMER DEVELOPING MKTS | $290,790 | $361,678 |
| OPPENHEIMER EMERGING MKTS | $85,846 | $78,711 |
| OPPENHEIMER STEELPATH MLP ALPHA | $158,500 | $92,350 |
| PAYPAL HOLDINGS INC | $79,563 | $475,299 |
| PEPSICO INC. | $112,962 | $232,339 |
| PFIZER, INC. | $237,836 | $337,575 |
| PROCTER & GAMBLE CO. | ||
| PROSPECT CAP CORP | $52,626 | $53,130 |
| PUTNAM DIVERSIFIED INCOME TRUST | $105,000 | $101,698 |
| PUTNAM FDS TR SHORT DURATION (35768) | $30,000 | $30,000 |
| PUTNAM FDS TR SHORT DURATION (33266) | $635,709 | $635,709 |
| PUTNAM ULTRA SHORT DURATION INCOME | $35,000 | $35,000 |
| QUALCOMM INC. | $282,893 | $346,391 |
| RADIAN GROUP | $199,414 | $267,954 |
| ROYAL DUTCH SHELL | $344,082 | $314,782 |
| SCHLUMBERGER | ||
| SELECT INCOME REIT COM | ||
| SEATTLE GENETICS INC. | $8,907 | $14,283 |
| SOUTHWEST AIRLINES CO. | $11,992 | $11,606 |
| TCW FDS INC. EMERGING MARKETS | $62,631 | $65,176 |
| TCW TOTAL RETURN BOND FD | $80,000 | $77,357 |
| TEMPLETON GLOBAL BOND FD | ||
| TEVA PHARMACEUTICALS | ||
| TEXAS INSTRUMENTS, INC. | $87,399 | $409,117 |
| TORONTO-DOMINION BANK | $195,917 | $270,547 |
| UBER TECHNOLOGIES | $161,295 | $116,283 |
| UNITED PARCEL SVC INC CLASS B | $172,635 | $263,736 |
| VERTEX PHARMACEUTICALS | $108,982 | $251,793 |
| WAYFAIR INC. | $102,630 | $73,380 |
| WELLS FARGO & CO. | $847,654 | $449,391 |
| WESTERN ASSET EMERGING MKTS | $58,994 | $46,734 |
| YELP INC. |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $35,567 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,303 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN TO THE CANTERBURY SCHOOL OF | AT COST | $2,302,578 | $2,302,578 |
| FLORIDA, INC, A 501(C)(3) | |||
| ORGANIZATION - 0.0% INTEREST RATE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $68,331 | $68,331 |
| DUES - ASSN. SMALL FOUNDATION | $750 | |
| ANNUAL REPORT | $61 | |
| OPERATING SUPPLIES | $2,899 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,492 | $3,492 |
| FEDERAL TAX PAYMENTS | $10,000 |
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