HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-02
- IRS object ID
- 201902149349100410
- 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 Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-02T14:59:34-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592921780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS HOUSER & SCHATZEL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 94TH AVE N | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337022406 | 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 | 593395491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUGH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H HENRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7275781040 | PhoneNum |
| Signature | 2019-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER C SCHATZEL | PreparerPersonNm |
| PTIN | P00430290 | PTIN |
| Phone | 7275781040 | PhoneNum |
| Preparation | 2019-08-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.206.19.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-02 | IPDt |
| IP Tm | 14:59:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F57A65EF4500E158107F85440811228917E6A82F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F57A65EF4500E158107F85440811228917E6A82F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,998,234 | 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 | $701,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $518,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $477,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,037,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $477,891 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $638 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $638 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,697,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $996,698 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,880 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,880 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,550 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,726 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $68,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,871 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $867,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $867,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $954,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $867,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $743,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $919,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $794,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,570 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $73,370 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $54,693 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $43,592 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,503,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,404,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,359,318 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $990,609 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,553,203 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,501,754 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,362,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,105,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,998,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,362,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,105,819 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,362,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,105,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,362,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,105,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,362,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $743,430 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,105,819 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,105,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED 2018 SCH. D-1 RBC 33267 | P | $212,934 | $219,399 | -$6,465 | -$6,465 |
| SEE ATTACHED 2018 SCH. D-1 RBC 35768 | P | $621,787 | $124,128 | $497,659 | $497,659 |
| SEE ATTACHED 2018 SCH. D-1 RBC 33267 | P | $185,406 | $196,037 | -$10,631 | -$10,631 |
| THE TRIBUNE COMPANY | P | $20,131 | -$20,131 | -$20,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $477,891 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $760,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,626,018 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $433,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,786,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $410,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,498,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035656 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $525,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,899,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $505,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,733,980 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051880 | DistributionYr5Rt |
| Total Distribution | 0.218279 | TotalDistributionRt |
| Average Distribution | 0.043656 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,110,125 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $746,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,197 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $756,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $867,000 | 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 | $9,197 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,197 | SubtotalAmt |
| Tax Based On Investment Income | $9,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,275 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,275 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $77 | OverpaymentAmt |
| Applied To ES Tax | $77 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN H HENRY | IndividualWithBooksNm |
| Phone | 7275781040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN H HENRY | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| HAZEL C HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | VICE PRES. | 1.00 | $0 | $0 | $0 |
| WILLIAM R HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | VICE PRES. | 0.25 | $0 | $0 | $0 |
| W ROBB HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HELEN H FEINBERG | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,926,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,370,685 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,370,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,110,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,197 | TotalTaxAmt |
| Distributable Before Adj | $846,309 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $846,309 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $846,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $867,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $867,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,197 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $857,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $846,309 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $38,159 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $38,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $867,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $846,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,850 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN H HENRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7275781040 | RecipientPhoneNum |
| Recipient Email Address | HFFHENRY@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION USES A STANDARD GRANT APPLICATION FORM. THE APPLICATION FORM INCLUDES ALL INFORMATION ABOUT THE CHARITABLE ORGANIZATION NECESSARY FOR THE FOUNDATION'S CONSIDERATION. HOWEVER, THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATION REQUESTS. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN STAGE CO INC | |||||||
| PO BOX 1560 | ST PETERSBURG | FL | 33731 | NONE | 509(A)(1) | ARTS - OPERATIONAL SUPPORT | $25,000 |
| CANTERBURY SCHOOL OF FL | |||||||
| 990 62ND AVE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | EDUCATION - OPERATIONAL SUPPORT | $150,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 13707 N 22ND STREET | TAMPA | FL | 33613 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $5,000 |
| MOREAN ARTS CENTER | |||||||
| 719 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | WORD AND IMAGE PROGRAM - STUDENTS | $10,000 |
| MUSEUM OF FINE ARTS | |||||||
| 255 BEACH DR NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | PINELLAS CO. 6TH GRADERS FREE PASSES | $50,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | 509(A)(1) | VETERANS' SUPPORT SCHOLARSHIPS | $25,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM THEATER - OLYMPIAN SPONSOR | $25,000 |
| ST PETERSBURG MUSEUM OF HISTORY | |||||||
| 335 2ND AVE NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | EDUCATION CURATOR | $40,000 |
| USF FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | 509(A)(1) | USFSP "LA FLORIDA" DIGITAL ARCHIVE | $200,000 |
| PINELLAS YOUTH SYMPHONY | |||||||
| PO BOX 4106 | SEMINOLE | FL | 33775 | NONE | 509(A)(1) | OPERATIONAL SUPPORT - MATCH FUNDS | $20,000 |
| USMMA SAILING FOUNDATION | |||||||
| 300 STEAMBOAT RD | KINGS POINT | NY | 11024 | NONE | 509(A)(1) | ST. PETERSBURG TRAINING CENTER | $15,000 |
| BURG BASEBALL | |||||||
| 1875 59TH CIRCLE SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | EQUIPMENT | $12,000 |
| DMG SCHOOL PROGRAM | |||||||
| 2342 EMERSON AVE SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | OUTREACH | $25,000 |
| FLORIDA ORCHESTRA | |||||||
| 244 2ND AVE NORTH | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | COMMUNITY INITIATIVES FUND | $50,000 |
| GREATER TAMPA BAY AREA COUNCIL BSA | |||||||
| PO BOX 1316 | ST PETERSBURG | FL | 33731 | NONE | 509(A)(1) | LIFE SPONSOR | $5,000 |
| DALI MUSEUM | |||||||
| 1 DALI BLVD | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $25,000 |
| ECKERD COLLEGE | |||||||
| 4200 54TH AVE SOUTH | ST PETERSBURG | FL | 33711 | NONE | 509(A)(1) | CTR FOR VISUAL ARTS:SCULPTURE GARDEN | $100,000 |
| JOHNS HOPKINS ALL CHILDREN'S FOUND | |||||||
| 500 7TH AVE SOUTH | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | BRAIN INSTITUTE RESEARCH FUND | $75,000 |
| THE MASTER CHORALE OF TAMPA BAY | |||||||
| 30382 USF HOLLY DRIVE | TAMPA | FL | 33620 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $5,000 |
| ST PETERSBURG OPERA COMPANY | |||||||
| 2145 1ST AVE SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $867,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,168 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $477,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $996,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $996,698 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | SUSAN H HENRY REVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $701,000 | 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 | $3,550 | Amt |
| Net Investment Income | $3,550 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 ASSURED GUARANTY HLDG DUE 07/ | $79,920 | $77,569 |
| 100,000 AMEX DUE 12/31/2049 | $98,475 | $95,750 |
| 100,000 PITNEY BOWES INC DUE 03/15/2 | ||
| 125,000 SCHWAB CORP NEW DUE 12/31/49 | $119,625 | $114,375 |
| 125,000 MORGAN STANLEY CAP TR DUE 5/ | $131,055 | $126,852 |
| 70,000 WFRBS COML MTG DUE 12/17/46 | $75,431 | $72,115 |
| 95,000 WFRBS COML MTG DUE 06/15/2046 | $101,338 | $95,167 |
| 60,000 FAIRFAX FIN. HOLDING DUE 4/15 | $49,502 | $71,132 |
| 50,000 PROSPECT CAP CORP DUE 5/15/20 | ||
| 45,000 EXPEDIA INC DUE 08/15/20 | $50,904 | $46,494 |
| 100,000 MET LIFE PFD DUE 12/31/2049 | $99,625 | $96,100 |
| 160,000 CVS HEALTH CORP DUE 3/28/28 | $159,381 | $156,418 |
| 145,000 ENERGY TRANSFER DUE 4/15/27 | $142,622 | $135,130 |
| 90,000 GENERAL ELECTRIC DUE 12/31/49 | $92,813 | $68,850 |
| 1,405 ISHARES 20 PLUS YEAR TR BOND | $173,137 | $170,721 |
| 35,000 WELLS FARGO DUE 12/31/49 | $36,356 | $34,781 |
| 140,000 WELLSFARGO DUE 3/15/47 | $143,019 | $140,300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $55,587 | $207,947 |
| ALPHABET INC CLASS C | $46,260 | $185,374 |
| AMAZON.COM, INC. | $17,218 | $657,863 |
| AMGEN INC. | $240,287 | $282,271 |
| ANNALY CAPITAL MANAGEMENT INC REIT | $70,045 | $54,206 |
| APPLE INC. | $124,486 | $305,069 |
| ARTISAN PARTNERS FDS INC. | $426,267 | $376,865 |
| BAIDU INC. | $130,202 | $99,125 |
| BANK OF AMERICA CORP. | $373,952 | $301,051 |
| BANK OF MONTREAL | $188,470 | $211,277 |
| BB&T CORP. | $1,208,236 | $1,233,970 |
| BIOGEN INC. | $247,698 | $257,287 |
| BLACKROCK HIGH YIELD | $56,075 | $45,326 |
| BLACKROCK INC. | $112,476 | $228,228 |
| BLACKROCK INCOME TRUST | $63,525 | $58,797 |
| BP PLC | $281,866 | $252,699 |
| BROOKFIELD REAL ASSETS INC FD | ||
| BT GROUP PLC | $242,900 | $193,268 |
| CENTURYLINK INC. | $211,139 | $189,830 |
| CHEVRON CORP. | $209,564 | $254,569 |
| CONOCOPHILLIPS | $236,481 | $266,297 |
| DELTA AIRLINES | $264,597 | $275,698 |
| EATON CORPORATION PLC | $228,020 | $262,350 |
| EATON VANCE MUTUAL FUNDS | $142,000 | $136,224 |
| EMERSON ELECTRIC CO. | $162,864 | $191,200 |
| FRANKLIN INVS SECS TR CONV SEC FD | $53,466 | $55,649 |
| GENERAL ELECTRIC | $309,563 | $128,841 |
| HSBC HOLDINGS PLC | $254,514 | $210,977 |
| IAC/INTERACTIVE CORP. | $48,093 | $549,120 |
| INDUSTRIAL LOGISTICS PROPERTIES TRUS | $23,171 | |
| INTEL CORP. | $122,962 | $349,159 |
| JOHNSON & JOHNSON | $130,592 | $257,713 |
| JP MORGAN CHASE | $179,983 | $495,812 |
| JP MORGAN CHASE 6.70% PFD SER T | $89,042 | $85,124 |
| KONINKLIJKE PHILIPS NV | $145,299 | $210,660 |
| KRAFT HEINZ CO | $114,425 | $106,481 |
| LORD ABBETT FLOATING RATE FD | $144,000 | $133,733 |
| LORD ABBETT HIGH YIELD FD CL F | $25,881 | $23,851 |
| MEDTRONIC PLC | $260,070 | $309,264 |
| MERCK & CO. INC. | $176,510 | $339,642 |
| MICROSOFT CORP. | $106,920 | $406,280 |
| NATAXIS FDS LOOMIS SAYLES | $140,000 | $132,353 |
| NEXTERA ENERGY INC. | $137,710 | $390,226 |
| NORDSTROM INC | $209,237 | $200,656 |
| OPPENHEIMER DEVELOPING MKTS | $250,000 | $262,867 |
| OPPENHEIMER EMERGING MKTS | $85,846 | $73,248 |
| OPPENHEIMER STEELPATH MLP ALPHA | $158,500 | $95,438 |
| PAYPAL HOLDINGS INC | $73,067 | $382,105 |
| PEPSICO INC. | $138,353 | $226,815 |
| PFIZER, INC. | $175,993 | $300,792 |
| PROCTER & GAMBLE CO. | $149,668 | $212,887 |
| PROSPECT CAP CORP | $52,626 | $51,366 |
| PUTNAM DIVERSIFIED INCOME TRUST | $105,000 | $94,620 |
| PUTNAM FDS TR SHORT DURATION (33267) | $30,000 | $29,911 |
| PUTNAM FDS TR SHORT DURATION (33266) | $159,697 | $159,220 |
| QUALCOMM INC. | $282,893 | $223,429 |
| RADIAN GROUP | $187,695 | $166,054 |
| ROYAL DUTCH SHELL | $288,474 | $260,379 |
| SCHLUMBERGER | $238,949 | $131,728 |
| SELECT INCOME REIT COM | $59,927 | $17,259 |
| TCW TOTAL RETURN BOND FD | $80,000 | $75,102 |
| TEMPLETON GLOBAL BOND FD | $75,000 | $62,966 |
| TEVA PHARMACEUTICALS | $272,006 | $112,797 |
| TEXAS INSTRUMENTS, INC. | $84,712 | $321,111 |
| TORONTO-DOMINION BANK | $195,917 | $239,650 |
| UNITED PARCEL SVC INC CLASS B | $172,635 | $219,735 |
| VERTEX PHARMACEUTICALS | $100,182 | $182,281 |
| VOYA SER FD INC. FLOATING RATE | ||
| WELLS FARGO & CO. | $830,835 | $368,087 |
| WESTERN ASSET EMERGING MKTS | $58,994 | $40,250 |
| YELP INC. | $108,902 | $113,718 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,693 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $43,592 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SETTLEMENT LITIGATION | CategoryTxt |
| Legal Fees | $2,880 | LegalFeesAmt |
| Net Investment Income | $2,880 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $66,871 | $66,871 |
| DUES - ASSN. SMALL FOUNDATION | $750 | |
| ANNUAL REPORT | $61 | |
| OPERATING SUPPLIES | $411 | |
| MISCELLANEOUS | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC | Desc |
| Revenue And Expenses Per Books | $638 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $638 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,726 | $3,726 |
| FEDERAL TAX PAYMENTS | $9,000 |
Comments