WHITE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 02-0794045)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-15
- IRS object ID
- 202032899349100423
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T11:05:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 13577 FEATHER SOUND DR SUITE 400 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337625539 | 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 | 020794045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 7277419187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2491 | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34688 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY STANTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7277419187 | PhoneNum |
| Signature | 2020-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA HOLLOWAY | PreparerPersonNm |
| PTIN | P01337755 | PTIN |
| Phone | 7275721400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.221.96.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-29 | IPDt |
| IP Tm | 13:15:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D82C90197FD45F629B98C341A9BAE8EB57CD25A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,789,433 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,950 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,950 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $488,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,780,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $488,101 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,216 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $720,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $571,651 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,813 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,813 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,830 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,510 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $193 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $193 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $345,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $322,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,872 | CashBOYAmt |
| Cash EOY | $389,235 | CashEOYAmt |
| Cash EOYFMV | $389,235 | CashEOYFMVAmt |
| US Government Obligations BOY | $152,067 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $126,828 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $133,462 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,061,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,961,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,531,340 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $321,471 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $270,527 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $282,012 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $763,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,021,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,450,957 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,092 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,427 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,427 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,484,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,772,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,789,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,484,659 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,772,686 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,484,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,772,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,484,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,772,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,484,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $322,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,807,403 | SubtotalAmt |
| Other Decreases | $34,717 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,772,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICILY TRADED SECURITIES | P | $1,066,150 | $1,057,294 | $8,856 | $8,856 |
| PUBLICILY TRADED SECURITIES | P | $714,194 | $527,255 | $186,939 | $186,939 |
| ML CAPITAL GAIN DISTRIBUTIONS | P | $5,196 | $5,196 | ||
| CAPITAL GAINS FROM K-1S | P | $955 | $955 | ||
| CAPITAL GAINS FROM K-1S | P | $286,155 | $286,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $488,101 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $201,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,263,131 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047329 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $298,028 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,173,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071401 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $336,467 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,132,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081417 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $337,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,087,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $253,235 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,203,686 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060241 | DistributionYr5Rt |
| Total Distribution | 0.343040 | TotalDistributionRt |
| Average Distribution | 0.068608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,525,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $310,511 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $315,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $345,136 | 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 | $5,254 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,254 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $83 | EsPenaltyAmt |
| Tax Due | $207 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.THEWHITEFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY E STANTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7277419187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST TARPON AVENUE | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34689 | 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 | 0 | BusinessHoldingsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH C WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | SETTLOR | 0.50 | $0 | $0 | $0 |
| JO ANN M WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MEGAN L ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAUREN W CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| DOUGLAS E CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID E HERMAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AMY STANTON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAY R ROOTH | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN C ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,790,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,450,957 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,594,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,594,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,525,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,254 | TotalTaxAmt |
| Distributable Before Adj | $221,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $345,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $345,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,254 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $339,882 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,606 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,635 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $408,808 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $345,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $221,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,096 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $532,904 | 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 | $47,606 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $485,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,675 | ExcessFromYear4Amt |
| Excess From Year3 | $131,892 | ExcessFromYear3Amt |
| Excess From Year2 | $93,635 | ExcessFromYear2Amt |
| Excess From Current Year | $124,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH C WHITE | ContributingManagerNm |
| Contributing Manager | JO ANN M WHITE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY STANTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST TARPON AVENUE | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7277419187 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER DESCRIBING THE PURPOSE AND NEEDS OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A DOOR OF HOPE | |||||||
| 8900 US HWY 19 N | PINELLAS PARK | FL | 33782 | PC | SERVICES FOR TROUBLED YOUTH | $20,000 | |
| ACADEMY PREP CENTER OF ST PETERSBURG | |||||||
| 2301 22ND AVE S | ST PETERSBURG | FL | 33712 | PC | YOUTH DEVELOPMENT | $20,000 | |
| ANGELS AGAINST ABUSE INC | |||||||
| 11300 4TH ST N STE 200 | ST PETERSBURG | FL | 33716 | PC | SERVICES FOR NEGLECTED AND ABUSED CHILDREN | $5,000 | |
| BROOKWOOD FLORIDA INC | |||||||
| 901 SEVENTH AVE S | ST PETERSBURG | FL | 33705 | PC | MENTAL HEALTH AND CRISIS INTERVENTION | $3,000 | |
| CELMA MASTRY OVARIAN CANCER FOUNDATION INC | |||||||
| PO BOX 48787 | ST PETERSBURG | FL | 33743 | PC | PROVIDE SUPPORT AND SERVICES FOR FIGHTING OVARIAN CANCER | $25,000 | |
| CLEARWATER CENTRAL CATHOLIC HIGH SCHOOL INC | |||||||
| 2750 HAINES BAYSHORE RD | CLEARWATER | FL | 33760 | PC | CATHOLIC EDUCATION PROGRAM | $50,000 | |
| COMMUNITY ACTION STOPS ABUSE INC (CASA) | |||||||
| PO BOX 414 | ST PETERSBURG | FL | 33731 | PC | FIGHT AGAINST DOMESTIC VIOLENCE | $9,600 | |
| CREATIVE CLAY INC | |||||||
| 1846 1ST AVE S | ST PETERSBURG | FL | 33712 | PC | SERVICES FOR DISABLED PERSONS | $9,500 | |
| ECKERD YOUTH ALTERNATIVES INC | |||||||
| 100 STARCREST DR | CLEARWATER | FL | 33765 | PC | SERVICES FOR TROUBLED YOUTH | $16,000 | |
| HEART GALLERY OF PINELLAS AND PASCO INC | |||||||
| 500 DR MARTIN LUTHER KING JR ST N | ST PETERSBURG | FL | 33705 | PC | SERVICES FOR ORPHANED AND ADOPTED CHILDREN | $15,000 | STE 300 |
| KIMBERY HOME INC | |||||||
| 1189 NE CLEVELAND ST | CLEARWATER | FL | 33755 | PC | PREGNANCY RESOURCE CENTER | $5,000 | |
| LIZ'S LEGACY FOUNDATION | |||||||
| PO BOX 155 | WINDERMERE | FL | 34786 | PC | SERVICES FOR TROUBLED YOUTH | $3,000 | |
| POLICE ATHLETIC LEAGUE INC | |||||||
| 34 1/2 E 12TH ST | NEW YORK | NY | 10003 | PC | YOUTH DEVELOPMENT | $20,000 | |
| QUANTUM LEAP FARM INC | |||||||
| 10401 WOODSTOCK RD | ODESSA | FL | 33556 | PC | EQUINE-ASSISTED THERAPY | $20,000 | |
| RYAN WELLS FOUNDATION INC | |||||||
| 3636 WOODRIDGE PL | PALM HARBOR | FL | 34684 | PC | HIGHER EDUCATION IN THE CULINARY ARTS AND HOSPITALITY | $10,000 | |
| SAINT PAULS SCHOOL INC | |||||||
| 1600 SAINT PAULS DR | CLEARWATER | FL | 33764 | PC | PRIMARY EDUCATION | $6,000 | |
| SHORECREST PREPARATORY SCHOOL INC | |||||||
| 5101 FIRST ST NE | ST PETERSBURG | FL | 33703 | PC | PRIMARY EDUCATION | $10,000 | |
| ST JEROME CATHOLIC CHURCH | |||||||
| 10895 HAMLIN BLVD | LARGO | FL | 33774 | PC | CATHOLIC EDUCATION PROGRAM | $9,730 | |
| THE DEPAUL SCHOOL FOR DYSLEXIA INC | |||||||
| 2747 SUNSET POINT RD | CLEARWATER | FL | 33759 | PC | SPECIALIZED EDUCATION FOR CHILDREN WHO SUFFER FROM DYSLEXIA | $3,000 | |
| THE KIND MOUSE PRODUCTIONS INC | |||||||
| 1801 16TH ST N STE B | ST PETERSBURG | FL | 33704 | PC | SERVICES FOR CHRONICALLY HUNGRY CHILDREN | $26,000 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | PC | HIGHER EDUCATION | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,830 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,950 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $488,101 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| INCOME FROM TIMUCUAN FUND LP | -$833 | 01 | $41 |
| INCOME FROM ENERGY TRANSFER LP | -$406 | 01 | -$57 |
| INCOME FROM BLACKSTONE GROUP LP | $17 | 01 | $22 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,222 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $571,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $570,429 | 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 | JOSEPH AND JO ANN WHITE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14275 SIESTA ROAD | AddressLine1Txt |
| City | LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33774 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,400 | Amt |
| Net Investment Income | $6,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $270,527 | EOYBookValueAmt |
| EOYFMV | $282,012 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $676,096 | $669,690 |
| DOMESTIC EQUITIES | $1,285,691 | $1,861,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $126,828 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,462 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIMUCUAN FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,021,882 | BookValueAmt |
| EOYFMV | $1,450,957 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,813 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,813 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $3,092 | BOYBookValueAmt |
| EOY Book Value | $2,427 | EOYBookValueAmt |
| EOYFMV | $2,427 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCIAL STATEMENT ADJUSTMENTS | Desc |
| Amt | $34,717 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM TIMUCUAN FUND LP | -$792 | $41 | -$792 |
| INCOME FROM ENERGY TRANSFER LP | -$463 | -$57 | -$463 |
| INCOME FROM BLACKSTONE GROUP LP | $39 | $22 | $39 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $42,000 | $11,400 | $30,600 |
| INVESTMENT ADVISORY FEES | $20,029 | $20,029 | $0 |
| WEALTH MANAGEMENT FEES | $6,401 | $6,401 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,510 | $1,510 | $0 |
| TAX PAYMENTS | $6,280 | $0 | $0 |
Comments