WHITE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 02-0794045)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201943109349100229
- Schema version
- 2018v3.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T12:34:30-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-04 | 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 | 71.41.95.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-04 | IPDt |
| IP Tm | 07:54:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8795436A6D2F947286B80284B86DAF385C7935EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,059,222 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,014 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,014 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,950,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,551 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,740 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $297,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,166 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,034 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,221 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,771 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,443 | CashBOYAmt |
| Cash EOY | $182,872 | CashEOYAmt |
| Cash EOYFMV | $182,872 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,648,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,628,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,934,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $669,417 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $907,022 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $844,132 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $951,670 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $763,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,094,498 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,639 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,092 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,092 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,394,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,484,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,059,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,394,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,484,659 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,394,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,394,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,484,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,394,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,282 | OtherIncreasesAmt |
| Subtotal | $3,484,659 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH #764-02996 | P | $18,834 | $19,159 | -$325 | -$325 |
| MERRILL LYNCH #764-02996 | P | $88,882 | $94,069 | -$5,187 | -$5,187 |
| MERRILL LYNCH #764-02996 SUPPLEMENTAL | P | $6,804 | $6,804 | $0 | $0 |
| MERRILL LYNCH #764-02996 SUPPLEMENTAL | P | $20,084 | $20,967 | -$883 | -$883 |
| MERRILL LYNCH #764-02997 | P | $25,447 | $25,916 | -$469 | -$469 |
| MERRILL LYNCH #764-02997 | P | $139,618 | $157,349 | -$17,731 | -$17,731 |
| MERRILL LYNCH #764-02998 | P | $4,423 | $4,712 | -$289 | -$289 |
| MERRILL LYNCH #764-02998 | P | $96,651 | $52,898 | $43,753 | $43,753 |
| MERRILL LYNCH #764-02999 | P | $33,142 | $29,283 | $3,859 | $3,859 |
| MERRILL LYNCH #764-02999 | P | $119,592 | $66,909 | $52,683 | $52,683 |
| MERRILL LYNCH #764-03000 | P | $25,909 | $25,698 | $211 | $211 |
| MERRILL LYNCH #764-03000 | P | $106,010 | $88,984 | $17,026 | $17,026 |
| MERRILL LYNCH #764-03001 | P | $44,035 | $45,755 | -$1,720 | -$1,720 |
| MERRILL LYNCH #764-03001 | P | $58,448 | $55,914 | $2,534 | $2,534 |
| MERRILL LYNCH #764-03002 | P | $10,975 | $9,375 | $1,600 | $1,600 |
| MERRILL LYNCH #764-03002 | P | $91,216 | $98,808 | -$7,592 | -$7,592 |
| MERRILL LYNCH #764-03003 | P | $311,339 | $344,176 | -$32,837 | -$32,837 |
| MERRILL LYNCH #764-03003 | P | $194,761 | $156,675 | $38,086 | $38,086 |
| MERRILL LYNCH #764-03082 | P | $376,459 | $365,321 | $11,138 | $11,138 |
| MERRILL LYNCH #764-03082 | P | $85,768 | $66,722 | $19,046 | $19,046 |
| MERRILL LYNCH #764-03494 | P | $12,145 | $13,386 | -$1,241 | -$1,241 |
| MERRILL LYNCH #764-03496 | P | $79,221 | $94,734 | -$15,513 | -$15,513 |
| MERRILL LYNCH #764-02996 CAPITAL GAIN | P | $189 | $189 | ||
| MERRILL LYNCH #764-02997 CAPITAL GAIN | P | $132 | $132 | ||
| MERRILL LYNCH #764-02999 CAPITAL GAIN | P | $205 | $205 | ||
| MERRILL LYNCH #764-03001 CAPITAL GAIN | P | $1,079 | $1,079 | ||
| MERRILL LYNCH #764-03002 CAPITAL GAIN | P | $14,770 | $14,770 | ||
| MERRILL LYNCH #764-03496 CAPITAL GAIN | P | $176 | $176 | ||
| CAPITAL GAIN FROM K-1 BLACKSTONE GROUP | P | $234 | $234 | ||
| CAPITAL GAIN FROM K-1 TIMUCUAN FUND | P | -$481 | -$481 | ||
| CAPITAL GAIN FROM K-1 TIMUCUAN FUND | P | $42,192 | $42,192 | ||
| CAPITAL LOSS ON BROOKFIELD INVESTMENT | P | -$94 | -$94 | ||
| MERRILL LYNCH #764-02997 SUPPLEMENTAL | P | $402 | $402 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,551 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $298,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,173,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071401 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $336,467 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,132,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081417 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $337,833 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,087,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082652 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,235 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,203,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060241 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,995,699 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055309 | DistributionYr5Rt |
| Total Distribution | 0.351020 | TotalDistributionRt |
| Average Distribution | 0.070204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,263,131 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $299,289 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,771 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,411 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,811 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $480 | OverpaymentAmt |
| Applied To ES Tax | $480 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 | $3,050,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,094,498 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,328,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,328,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,263,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,331 | TotalTaxAmt |
| Distributable Before Adj | $208,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,771 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,771 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $201,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,346 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,606 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,675 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,892 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $435,154 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,055 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,055 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $428,099 | 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 | $19,291 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $408,808 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,606 | ExcessFromYear4Amt |
| Excess From Year3 | $135,675 | ExcessFromYear3Amt |
| Excess From Year2 | $131,892 | ExcessFromYear2Amt |
| Excess From Year1 | $93,635 | ExcessFromYear1Amt |
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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY PREP CENTER OF ST PETERSBURG | ||||||
| 2301 22ND AVENUE S | ST PETERSBURG | FL | 33712 | PC | YOUTH DEVELOPMENT | $9,000 |
| ANGELS AGAINST ABUSE INC | ||||||
| 11300 4TH ST N STE 200 | ST PETERSBURG | FL | 33716 | PC | SERVICES FOR NEGLECTED AND ABUSED CHILDREN | $5,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | PC | SERVICE DOGS FOR PEOPLE WITH DISABILITIES | $3,976 |
| CLEARWATER CENTRAL CATHOLIC HIGH SCHOOL INC | ||||||
| 2750 HAINES BAYSHORE RD | CLEARWATER | FL | 33760 | PC | CATHOLIC EDUCATION PROGRAM | $50,000 |
| ECKERD YOUTH ALTERNATIVES INC | ||||||
| 100 STARCREST DRIVE | CLEARWATER | FL | 33765 | PC | SERVICES FOR TROUBLED YOUTH | $1,000 |
| GREAT EXPLORATIONS CHILDREN'S MUSEUM | ||||||
| 1925 4TH ST N | ST PETERSBURG | FL | 33704 | PC | YOUTH DEVELOPMENT | $6,000 |
| LIFT ACADEMY | ||||||
| 13400 PARK BLVD N | SEMINOLE | FL | 33776 | PC | YOUTH DEVELOPMENT | $12,000 |
| LIZ'S LEGACY FOUNDATION | ||||||
| PO BOX 155 | WINDERMERE | FL | 34786 | PC | SERVICES FOR TROUBLED YOUTH | $3,000 |
| MAMA AFRICANA NETWORK | ||||||
| PO BOX 76182 | TAMPA | FL | 33675 | PC | YOUTH DEVELOPMENT | $5,000 |
| SAINT PAULS SCHOOL INC | ||||||
| 1600 SAINT PAULS DR | CLEARWATER | FL | 33764 | PC | PRIMARY EDUCATION | $6,000 |
| SHORECREST PREPARATORY SCHOOL INC | ||||||
| 5101 FIRST STREET NORTHEAST | ST PETERSBURG | FL | 33703 | PC | PRIMARY EDUCATION | $9,000 |
| ST JEROME CATHOLIC CHURCH | ||||||
| 10895 HAMLIN BLVD | LARGO | FL | 33774 | PC | CATHOLIC EDUCATION PROGRAM | $3,000 |
| THE DEPAUL SCHOOL FOR DYSLEXIA INC | ||||||
| 2747 SUNSET POINT RD | CLEARWATER | FL | 33759 | PC | SPECIALIZED EDUCATION FOR CHILDREN WHO SUFFER FROM DYSLEXIA | $3,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | PC | HIGHER EDUCATION | $18,000 |
| UNIVERSITY OF SOUTH FLORIDA | ||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | PC | HIGHER EDUCATION | $11,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,771 | 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 | $13,014 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,282 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,551 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| INCOME FROM TIMUCUAN FUND, L.P. | $3,669 | 01 | -$823 |
| INCOME FROM ENERGY TRANSFER PARTNERS | -$528 | 01 | -$49 |
| INCOME FROM TALLGRASS ENERGY PARTNERS | -$19 | 01 | $1 |
| INCOME FROM BLACKSTONE GROUP | $82 | 01 | $156 |
| INCOME FROM ENERGY TRANSFER PARTNERS | -$783 | 01 | -$6 |
| NONDIVIDEND DISTRIBUTIONS | $0 | 01 | $1,914 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,421 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,587 | 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 | $50,000 | 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 | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL BONDS | $321,471 | $311,892 |
| FIXED-INCOME TAXABLE BONDS | $585,551 | $532,240 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITIES | $1,476,146 | $1,783,592 |
| GLOBAL EQUITIES | $152,067 | $151,036 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIMUCUAN FUND, LP | AT COST | $730,387 | $1,061,425 |
| ENERGY TRANSFER PARTNERS, L.P. | AT COST | $7,590 | $7,590 |
| BLACKSTONE GROUP | AT COST | $25,483 | $25,483 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $2,639 | BOYBookValueAmt |
| EOY Book Value | $3,092 | EOYBookValueAmt |
| EOYFMV | $3,092 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH ACCOUNT FEES | $22,733 | $22,733 | $0 |
| BOTT ANDERSON PARTNERS, INC | $3,837 | $3,837 | $0 |
| FINANCE CHARGES | $222 | $222 | $0 |
| LIABILITY INSURANCE | $813 | $0 | $0 |
| INVESTMENT EXPENSE | $359 | $359 | $0 |
| OTHER ADVISORY FEES | $70 | $70 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM MERRILL LYNCH #03494 | $88 | $88 | $88 |
| MISCELLANEOUS INCOME | $38 | $38 | $38 |
| INCOME FROM TIMUCUAN FUND, L.P. | $2,846 | -$823 | $2,846 |
| INCOME FROM ENERGY TRANSFER PARTNERS | -$577 | -$49 | -$577 |
| INCOME FROM TALLGRASS ENERGY PARTNERS | -$18 | $1 | -$18 |
| INCOME FROM BLACKSTONE GROUP | $238 | $156 | $238 |
| INCOME FROM ENERGY TRANSFER PARTNERS | -$789 | -$6 | -$789 |
| NONDIVIDEND DISTRIBUTIONS | $1,914 | $1,914 | $1,914 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCIAL STATEMENT ADJUSTMENTS | Desc |
| Amt | $27,282 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $56,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,384 | $1,384 | $0 |
| TAX PAYMENTS | $1,900 | $0 | $0 |
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