WHITE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 02-0794045)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-11
- IRS object ID
- 202542549349100824
- Schema version
- 2024v5.2
- 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 | 2025-09-11T18:16:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORS 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 | 2024-01-01 | 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 | 2025-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA N RILEY | PreparerPersonNm |
| PTIN | P00745420 | PTIN |
| Phone | 7275721400 | PhoneNum |
| Preparation | 2025-09-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,546,731 | 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 | $500,616 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $268,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,304,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $268,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$21,047 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,029 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $882,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,084 | 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 | $97 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $97 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,373 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,372 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,680 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $281 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,443 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $437,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $352,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $676,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,361 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $168,884 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $176,180 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $150,195 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,002,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,602,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,538,777 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,577 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $178,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $171,175 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $746,015 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $816,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,593,259 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,212 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,964 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,964 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,799,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,867,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,546,731 | 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 | $4,799,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,867,187 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,799,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,867,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,799,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,867,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,799,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $437,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,236,517 | SubtotalAmt |
| Other Decreases | $369,330 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,867,187 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,301,431 | $1,116,740 | $184,691 | $184,691 | |
| CAPITAL GAIN FROM K-1S | $80,686 | $80,686 | P | ||
| SECURITIES LITIGATION SETTLEMENT FUNDS | $148 | $148 | $148 | ||
| CAPITAL GAINS DIVIDENDS | $3,080 | $3,080 | $3,080 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $268,605 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,903 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,903 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,903 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | 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 | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,097 | OverpaymentAmt |
| Applied To ES Tax | $5,097 | 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 | 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 | FOUNDER & TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOANN M WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | FOUNDER & SECRETARY | 0.50 | $0 | $0 | $0 |
| LAUREN W CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| AMY STANTON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TREASURER | 1.00 | $0 | $0 | $0 |
| MEGAN L ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN C ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $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 |
| JAY R ROOTH | ||||||||
| 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 | $5,246,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,593,259 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,949,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,949,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,845,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,903 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,903 | TotalTaxAmt |
| Distributable Before Adj | $337,369 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,369 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,369 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $383,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,369 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124,096 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $128,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,595 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $607,732 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $945,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,839 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $991,004 | 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 | $124,096 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $866,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $128,940 | ExcessFromYear4Amt |
| Excess From Year3 | $43,595 | ExcessFromYear3Amt |
| Excess From Year2 | $607,732 | ExcessFromYear2Amt |
| Excess From Year1 | $40,802 | ExcessFromYear1Amt |
| Excess From Current Year | $45,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH C WHITE | ContributingManagerNm |
| Contributing Manager | JOANN 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 |
|---|---|---|---|---|---|---|
| A KID'S PLACE OF TAMPA BAY | ||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | PC | CARE FOR NEGLECTED & ABUSED CHILDREN | $10,464 |
| ACADEMY PREP CENTER OF ST PETERSBURG | ||||||
| 2301 22ND AVE S | ST PETERSBURG | FL | 33712 | PC | YOUTH DEVELOPMENT | $20,000 |
| ADOPTION RELATED SERVICES OF PINELLAS DBA FAMILY ENRICHMENT SERVICES | ||||||
| 3941 68TH AVE N | PINELLAS PARK | FL | 33781 | PC | ADOPTION SERVICES | $15,000 |
| ADVENTURE FOR ALL | ||||||
| 1361 BOULEVARD OF THE ARTS | SARASOTA | FL | 34236 | PC | OUTDOOR EXPERIENCE FOR THOSE WITH EXCEPTIONALITIES | $10,000 |
| CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG | ||||||
| 6247 SEMINOLE BLVD STE 400 | SEMINOLE | FL | 33772 | PC | CATHOLIC COMMUNITY PROGRAMS | $10,000 |
| CHILDREN'S DREAM FUND | ||||||
| 1600 23RD AVE N | ST PETERSBURG | FL | 33713 | PC | PROGRAMS FOR CHILDREN WITH LIFE-THREATENING ILLNESSES | $20,000 |
| CLEARWATER CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 2750 HAINES BAYSHORE RD | CLEARWATER | FL | 33760 | PC | CATHOLIC EDUCATION PROGRAMS | $20,000 |
| CREATIVE CLAY | ||||||
| 1846 1ST AVE S | ST PETERSBURG | FL | 33712 | PC | ARTS PROGRAMS FOR THOSE WITH DISABILITIES | $10,000 |
| GENTLEMENS QUEST OF TAMPA | ||||||
| 4028 WARWICK HILLS DR | WESLEY CHAPEL | FL | 33543 | PC | YOUTH EDUCATION & PROGRAMS | $20,000 |
| GREAT EXPLORATIONS | ||||||
| 1925 4TH ST N | ST PETERSBURG | FL | 33704 | PC | HANDS ON LEARNING PROGRAMS | $71,800 |
| LEARN TAMPA BAY DBA ACHIEVE PLANT CITY | ||||||
| 202 W REYNOLDS ST | PLANT CITY | FL | 33563 | PC | LITERACY PROGRAMS | $10,000 |
| LIZ'S LEGACY | ||||||
| PO BOX 155 | WINDERMERE | FL | 34786 | PC | SERVICES FOR TROUBLED YOUTH | $20,000 |
| MISSION CITY CHURCH | ||||||
| 801 SEMINOLE BLVD | LARGO | FL | 33770 | PC | GENERAL OPERATIONAL SUPPORT | $10,000 |
| MORNING STAR CATHOLIC SCHOOL | ||||||
| 4661 80TH AVE N | PINELLAS PARK | FL | 33781 | PC | CATHOLIC EDUCATION PROGRAMS | $30,000 |
| PINELLAS COUNTY EDUCATION FOUNDATION | ||||||
| 12090 STARKEY RD | LARGO | FL | 33773 | PC | YOUTH EDUCATION & PROGRAMS | $5,000 |
| READY FOR LIFE | ||||||
| 2300 TALL PINES DR STE 100 | LARGO | FL | 33771 | PC | FOSTER CARE SERVICES | $10,000 |
| SERVING HOPE | ||||||
| 415 CHURCH ST STE E-5 | HUNTSVILLE | AL | 35801 | PC | HOSPITALITY EMPLOYMENT PROGRAMS | $4,000 |
| SHIRLEY PROCTOR PULLER FOUNDATION | ||||||
| 4133 CORTEZ WAY S | ST PETERSBURG | FL | 33712 | PC | LITERACY PROGRAMS | $15,000 |
| SHORECREST PREPARATORY SCHOOL | ||||||
| 5101 FIRST ST NE | ST PETERSBURG | FL | 33703 | PC | YOUTH EDUCATION | $5,000 |
| SPEAK UP LET'S TALK ABOUT MENTAL HEALTH | ||||||
| 1303 VERMONT AVE | TARPON SPRINGS | FL | 34689 | PC | EDUCATION & AWARENESS SERVICES FOR MENTAL HEALTH & SUICIDE AWARENESS | $8,000 |
| STARTING RIGHT NOW | ||||||
| 1212 W CASS ST | TAMPA | FL | 33606 | PC | RESOURCES FOR UNACCOMPANIED HOMELESS YOUTH | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,264 | 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 | $21,540 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $268,605 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME FROM TIMUCUAN FUND LP | 523000 | -$20,586 | 01 | -$883 |
| INCOME FROM ENERGY TRANSFER LP | 523000 | $568 | 01 | -$146 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$20,018 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $402,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,066 | 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 Person | JOSEPH AND JOANN WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 BELLEVIEW BLVD 701 | AddressLine1Txt |
| City | BELLEAIR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,616 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $500,616 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,745 | Amt |
| Net Investment Income | $3,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,372 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $178,214 | EOYBookValueAmt |
| EOYFMV | $171,175 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITIES | $2,183,873 | $4,193,608 |
| MUTUAL FUNDS | $1,368,760 | $1,301,599 |
| PREFERRED STOCK | $50,000 | $43,570 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $176,180 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $150,195 | 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 | $816,835 | BookValueAmt |
| EOYFMV | $1,593,259 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $97 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $97 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $3,212 | BOYBookValueAmt |
| EOY Book Value | $2,964 | EOYBookValueAmt |
| EOYFMV | $2,964 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX K-1 DIFFERENCE | $514 |
| APPRECIATION ON DONATED SECURITIES | $368,816 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $36 | $0 | $36 |
| INSURANCE | $639 | $0 | $639 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM TIMUCUAN FUND LP | -$21,469 | -$883 | -$21,469 |
| INCOME FROM ENERGY TRANSFER LP | $422 | -$146 | $422 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $46,200 | $11,400 | $34,800 |
| INVESTMENT ADVISORY FEES | $26,368 | $26,368 | $0 |
| WEALTH MANAGEMENT FEES | $7,912 | $7,912 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $281 | $281 | $0 |
| FEDERAL TAX PAYMENTS | $12,901 | $0 | $0 |
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