2020-08-31T13:22:13-05:00 2019-12-31 592921780 WELLS HOUSER & SCHATZEL PA 500 94TH AVE N SAINT PETERSBURG FL 337022406 990PF 2019-01-01 593395491 HOUGH FAMILY FOUNDATION INC HOUG 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 SUSAN H HENRY PRESIDENT 7275781040 2020-08-21 true PETER C SCHATZEL P00430290 7275781040 2020-08-27 47.206.19.106 2020-08-31 13:22:13 CD P F57A65EF4500E158107F85440811228917E6A82F F57A65EF4500E158107F85440811228917E6A82F 2019 2020-11-19 02:30:22Z X 23977012 X 3990750 534178 534178 63490 2866137 63490 9 9 4588427 597677 3880 3880 13492 3492 72041 68331 89413 75703 0 992500 992500 1081913 75703 992500 3506514 521974 93570 128831 128831 54693 35567 24303 12404353 13577487 19886816 1553203 1567870 1634484 2302578 2302578 14105819 17612333 23977012 0 X 14105819 17612333 14105819 17612333 14105819 17612333 14105819 3506514 17612333 17612333 SEE ATTACHED 2019 SCH. D-1 RBC 35768 P 39641 33000 6641 6641 SEE ATTACHED 2019 SCH. D-1 RBC 33267 P 196564 196108 456 456 SEE ATTACHED 2019 SCH. D-1 RBC 33266 P 392330 392325 5 5 SEE ATTACHED 2019 SCH. D-1 RBC 35768 P 1978796 1921547 57249 57249 SEE ATTACHED 2019 SCH. D-1 RBC 33267 P 102983 125997 -23014 -23014 SEE ATTACHED 2019 SCH. D-1 RBC 33266 P 133670 133670 63490 7102 false 857803 17110125 0.050134 760778 15626018 0.048687 433337 12786892 0.033889 410000 11498669 0.035656 525000 10899553 0.048167 0.216533 0.043307 18200098 788192 5220 793412 3295078 X 5220 5220 5220 10077 10077 4857 4857 false false false false false false true true FL true false false false false true N/A SUSAN H HENRY 7275781040 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 false false false false false false false false false false false false false false false false false false false false 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 NONE NONE LOAN TO THE CANTERBURY SCHOOL OF FLORIDA, INC, A 501(C)(3) ORG. EIN 59-1218022 - 0.0% INTEREST RATE 2302578 2302578 18366057 111200 0 18477257 18477257 277159 18200098 910005 910005 5220 5220 904785 904785 904785 992500 2302578 3295078 5220 3289858 904785 20691 20691 3295078 904785 2390293 2410984 0 2410984 20691 2390293 X SUSAN H HENRY 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 7275781040 HFFHENRY@GMAIL.COM 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. AMERICAN STAGE CO INC PO BOX 1560 ST PETERSBURG FL 33731 NONE 509(A)(1) ARTS - OPERATIONAL SUPPORT 25000 CANTERBURY SCHOOL OF FL 990 62ND AVE NE ST PETERSBURG FL 33702 NONE 509(A)(1) EDUCATION - OPER. SUP.& CAP. 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CAMPAIGN 140000 USF FOUNDATION 4202 EAST FOWLER AVENUE TAMPA FL 33620 NONE 509(A)(1) USFSP "LA FLORIDA" DIGITAL ARCHIVE 280000 PINELLAS YOUTH SYMPHONY PO BOX 4106 SEMINOLE FL 33775 NONE 509(A)(1) OPERATIONAL SUPPORT - MATCH FUNDS 15000 USMMA SAILING FOUNDATION 300 STEAMBOAT RD KINGS POINT NY 11024 NONE 509(A)(1) ST. 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INC. 176510 404273 MICROSOFT CORP. 86872 512525 NATAXIS FDS LOOMIS SAYLES NETFLIX COM INC. 128184 140753 NEXTERA ENERGY INC. 84126 339024 NORDSTROM INC 219343 189506 OPPENHEIMER DEVELOPING MKTS 290790 361678 OPPENHEIMER EMERGING MKTS 85846 78711 OPPENHEIMER STEELPATH MLP ALPHA 158500 92350 PAYPAL HOLDINGS INC 79563 475299 PEPSICO INC. 112962 232339 PFIZER, INC. 237836 337575 PROCTER & GAMBLE CO. PROSPECT CAP CORP 52626 53130 PUTNAM DIVERSIFIED INCOME TRUST 105000 101698 PUTNAM FDS TR SHORT DURATION (35768) 30000 30000 PUTNAM FDS TR SHORT DURATION (33266) 635709 635709 PUTNAM ULTRA SHORT DURATION INCOME 35000 35000 QUALCOMM INC. 282893 346391 RADIAN GROUP 199414 267954 ROYAL DUTCH SHELL 344082 314782 SCHLUMBERGER SELECT INCOME REIT COM SEATTLE GENETICS INC. 8907 14283 SOUTHWEST AIRLINES CO. 11992 11606 TCW FDS INC. EMERGING MARKETS 62631 65176 TCW TOTAL RETURN BOND FD 80000 77357 TEMPLETON GLOBAL BOND FD TEVA PHARMACEUTICALS TEXAS INSTRUMENTS, INC. 87399 409117 TORONTO-DOMINION BANK 195917 270547 UBER TECHNOLOGIES 161295 116283 UNITED PARCEL SVC INC CLASS B 172635 263736 VERTEX PHARMACEUTICALS 108982 251793 WAYFAIR INC. 102630 73380 WELLS FARGO & CO. 847654 449391 WESTERN ASSET EMERGING MKTS 58994 46734 YELP INC. 35567 24303 LOAN TO THE CANTERBURY SCHOOL OF AT COST 2302578 2302578 FLORIDA, INC, A 501(C)(3) ORGANIZATION - 0.0% INTEREST RATE EXPENSES INVESTMENT MANAGEMENT FEES 68331 68331 DUES - ASSN. SMALL FOUNDATION 750 ANNUAL REPORT 61 OPERATING SUPPLIES 2899 OTHER MISC 9 9 FOREIGN TAXES 3492 3492 FEDERAL TAX PAYMENTS 10000