2019-11-06T12:34:30-06:00 2018-12-31 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DR SUITE 400 CLEARWATER FL 337625539 990PF 2018-01-01 020794045 WHITE FAMILY FOUNDATION WHIT 7277419187 PO BOX 2491 TARPON SPRINGS FL 34688 AMY STANTON TREASURER 7277419187 2019-11-04 1 ALICIA HOLLOWAY P01337755 7275721400 71.41.95.34 2019-11-04 07:54:49 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8795436A6D2F947286B80284B86DAF385C7935EA 2018 2020-03-31 21:24:44Z X 4059222 X 50000 13014 13014 66282 66282 164551 1950165 164551 3740 1319 297587 245166 0 0 0 1500 0 0 56000 0 56000 3284 1384 0 28034 27221 0 88818 28605 56000 145771 145771 234589 28605 201771 62998 216561 122443 182872 182872 1648210 1628213 1934628 669417 907022 844132 951670 763460 1094498 2639 3092 3092 3394379 3484659 4059222 0 0 X 0 0 0 0 3394379 3484659 3394379 3484659 3394379 3484659 3394379 62998 27282 3484659 0 3484659 MERRILL LYNCH #764-02996 P 18834 19159 -325 -325 MERRILL LYNCH #764-02996 P 88882 94069 -5187 -5187 MERRILL LYNCH #764-02996 SUPPLEMENTAL P 6804 6804 0 0 MERRILL LYNCH #764-02996 SUPPLEMENTAL P 20084 20967 -883 -883 MERRILL LYNCH #764-02997 P 25447 25916 -469 -469 MERRILL LYNCH #764-02997 P 139618 157349 -17731 -17731 MERRILL LYNCH #764-02998 P 4423 4712 -289 -289 MERRILL LYNCH #764-02998 P 96651 52898 43753 43753 MERRILL LYNCH #764-02999 P 33142 29283 3859 3859 MERRILL LYNCH #764-02999 P 119592 66909 52683 52683 MERRILL LYNCH #764-03000 P 25909 25698 211 211 MERRILL LYNCH #764-03000 P 106010 88984 17026 17026 MERRILL LYNCH #764-03001 P 44035 45755 -1720 -1720 MERRILL LYNCH #764-03001 P 58448 55914 2534 2534 MERRILL LYNCH #764-03002 P 10975 9375 1600 1600 MERRILL LYNCH #764-03002 P 91216 98808 -7592 -7592 MERRILL LYNCH #764-03003 P 311339 344176 -32837 -32837 MERRILL LYNCH #764-03003 P 194761 156675 38086 38086 MERRILL LYNCH #764-03082 P 376459 365321 11138 11138 MERRILL LYNCH #764-03082 P 85768 66722 19046 19046 MERRILL LYNCH #764-03494 P 12145 13386 -1241 -1241 MERRILL LYNCH #764-03496 P 79221 94734 -15513 -15513 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 1079 1079 MERRILL LYNCH #764-03002 CAPITAL GAIN P 14770 14770 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 42192 42192 CAPITAL LOSS ON BROOKFIELD INVESTMENT P -94 -94 MERRILL LYNCH #764-02997 SUPPLEMENTAL P 402 402 0 0 164551 0 298028 4173982 0.071401 336467 4132651 0.081417 337833 4087435 0.082652 253235 4203686 0.060241 221000 3995699 0.055309 0.351020 0.070204 4263131 299289 2166 301455 201771 4331 0 4331 0 4331 2411 2400 0 4811 0 480 480 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 WWW.THEWHITEFAMILYFOUNDATION.ORG AMY E STANTON 7277419187 622 EAST TARPON AVENUE TARPON SPRINGS FL 34689 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3050866 182688 1094498 4328052 0 0 4328052 64921 4263131 213157 213157 4331 4331 208826 0 208826 0 208826 201771 0 201771 0 201771 208826 0 0 26346 47606 135675 131892 93635 435154 201771 0 0 0 201771 0 7055 7055 428099 0 0 0 0 0 0 19291 408808 47606 135675 131892 93635 JOSEPH C WHITE JO ANN M WHITE AMY STANTON 622 EAST TARPON AVENUE TARPON SPRINGS FL 34689 7277419187 BY LETTER DESCRIBING THE PURPOSE AND NEEDS OF THE ORGANIZATION. NONE NONE ACADEMY PREP CENTER OF ST PETERSBURG 2301 22ND AVENUE S ST PETERSBURG FL 33712 PC YOUTH DEVELOPMENT 9000 ANGELS AGAINST ABUSE INC 11300 4TH ST N STE 200 ST PETERSBURG FL 33716 PC SERVICES FOR NEGLECTED AND ABUSED CHILDREN 5000 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 PC SERVICE DOGS FOR PEOPLE WITH DISABILITIES 3976 CLEARWATER CENTRAL CATHOLIC HIGH SCHOOL INC 2750 HAINES BAYSHORE RD CLEARWATER FL 33760 PC CATHOLIC EDUCATION PROGRAM 50000 ECKERD YOUTH ALTERNATIVES INC 100 STARCREST DRIVE CLEARWATER FL 33765 PC SERVICES FOR TROUBLED YOUTH 1000 GREAT EXPLORATIONS CHILDREN'S MUSEUM 1925 4TH ST N ST PETERSBURG FL 33704 PC YOUTH DEVELOPMENT 6000 LIFT ACADEMY 13400 PARK BLVD N SEMINOLE FL 33776 PC YOUTH DEVELOPMENT 12000 LIZ'S LEGACY FOUNDATION PO BOX 155 WINDERMERE FL 34786 PC SERVICES FOR TROUBLED YOUTH 3000 MAMA AFRICANA NETWORK PO BOX 76182 TAMPA FL 33675 PC YOUTH DEVELOPMENT 5000 SAINT PAULS SCHOOL INC 1600 SAINT PAULS DR CLEARWATER FL 33764 PC PRIMARY EDUCATION 6000 SHORECREST PREPARATORY SCHOOL INC 5101 FIRST STREET NORTHEAST ST PETERSBURG FL 33703 PC PRIMARY EDUCATION 9000 ST JEROME CATHOLIC CHURCH 10895 HAMLIN BLVD LARGO FL 33774 PC CATHOLIC EDUCATION PROGRAM 3000 THE DEPAUL SCHOOL FOR DYSLEXIA INC 2747 SUNSET POINT RD CLEARWATER FL 33759 PC SPECIALIZED EDUCATION FOR CHILDREN WHO SUFFER FROM DYSLEXIA 3000 UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 PC HIGHER EDUCATION 18000 UNIVERSITY OF SOUTH FLORIDA 4202 E FOWLER AVE TAMPA FL 33620 PC HIGHER EDUCATION 11795 145771 0 14 13014 14 66282 14 126 18 164551 INCOME FROM TIMUCUAN FUND, L.P. 3669 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 1914 2421 245166 0 247587 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH AND JO ANN WHITE 14275 SIESTA ROAD LARGO FL 33774 50000 X ACCOUNTING FEES 1500 0 0 INTERNATIONAL BONDS 321471 311892 FIXED-INCOME TAXABLE BONDS 585551 532240 DOMESTIC EQUITIES 1476146 1783592 GLOBAL EQUITIES 152067 151036 TIMUCUAN FUND, LP AT COST 730387 1061425 ENERGY TRANSFER PARTNERS, L.P. AT COST 7590 7590 BLACKSTONE GROUP AT COST 25483 25483 ACCRUED INTEREST 2639 3092 3092 MERRILL LYNCH ACCOUNT FEES 22733 22733 0 BOTT ANDERSON PARTNERS, INC 3837 3837 0 FINANCE CHARGES 222 222 0 LIABILITY INSURANCE 813 0 0 INVESTMENT EXPENSE 359 359 0 OTHER ADVISORY FEES 70 70 0 INCOME FROM MERRILL LYNCH #03494 88 88 88 MISCELLANEOUS INCOME 38 38 38 INCOME FROM TIMUCUAN FUND, L.P. 2846 -823 2846 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 1914 1914 1914 FINANCIAL STATEMENT ADJUSTMENTS 27282 CONSULTING FEES 56000 0 56000 FOREIGN TAXES 1384 1384 0 TAX PAYMENTS 1900 0 0