WILLIAM A GREGORY JR FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLIAM A GREGORY JR FOUNDATION INC (EIN 59-3607455)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-02-27
IRS object ID
201940589349100754
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-27T10:01:41-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592482214PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRSCPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 66TH ST NAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337105501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593607455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM A GREGORY JR FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8137602792PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVE 129AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33629ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER H TAYLORPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8137602792PhoneNum
Signature2019-02-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL E HOROWITZPreparerPersonNm
PTINP01474269PTIN
Phone7273471120PhoneNum
Preparation2019-02-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-27IPDt
IP Tm10:01:41IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF71517A8AEDDF9C97FA0DC069F4D6CBF091D1E68AtSubmissionCreationDeviceId
At Submission Filing Device IdDBCA87A5009D0516C848AD6FAE8C8D6BA759CB51AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,502,212FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,798,868ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$352InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$352InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,405DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,405DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$102,347NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$378,931GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,033CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,962,972TotalRevAndExpnssAmt
Total Net Invst Incm$155,790TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,300AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$53,552OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$53,552OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,490TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,490TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$846OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$846OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$58,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,188TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,188TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,188TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,904,784ExcessRevenueOverExpensesAmt
Net Investment Income$97,602NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$71,760SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,890,376SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,890,379SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,548,143CorporateStockBOYAmt
Corporate Stock EOY$2,634,311CorporateStockEOYAmt
Corporate Stock EOYFMV$3,611,833CorporateStockEOYFMVAmt
Total Assets BOY$2,619,903TotalAssetsBOYAmt
Total Assets EOY$4,524,687TotalAssetsEOYAmt
Total Assets EOYFMV$5,502,212TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,619,903RetainedEarningBOYAmt
Retained Earning EOY$4,524,687RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,619,903TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,524,687TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,619,903TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,524,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,619,903TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,904,784ExcessRevenueOverExpensesAmt
Subtotal$4,524,687SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,524,687TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$94,033CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$215,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,781,565NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057040DistributionYr1Rt
Adjusted Qlfy Distri Yr2$208,264AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,437,434NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060587DistributionYr2Rt
Adjusted Qlfy Distri Yr3$446,870AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,657,428NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.122181DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,937,821NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030982DistributionYr4Rt
Adjusted Qlfy Distri Yr5$245,361AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,732,528NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065736DistributionYr5Rt
Total Distribution0.336526TotalDistributionRt
Average Distribution0.067305AverageDistributionRt
Net Vl Noncharitable Assets$3,979,908NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$267,868AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$976NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$268,844AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,952InvestmentIncomeExciseTaxAmt
Subtotal$1,952SubtotalAmt
Tax Based On Investment Income$1,952TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$47EsPenaltyAmt
Tax Due$1,999TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKAREN F MILLSIndividualWithBooksNm
Phone8137602792PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVENUEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33629ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HEIDI B MCCREE
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00$0$0$0
KAREN F MILLS
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00$0$0$0
CHRISTOPHER H TAYLOR
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,788,190AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$252,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,040,516TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,040,516AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,979,908NetVlNoncharitableAssetsAmt
Minimum Investment Return$198,995MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$198,995MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,952TaxBasedOnInvestmentIncomeAmt
Total Tax$1,952TotalTaxAmt
Distributable Before Adj$197,043DistributableBeforeAdjAmt
Distributable Before Ded$197,043DistributableBeforeDedAmt
Distributable As Adjusted$197,043DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$197,043DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$60,013ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$265,059ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,006ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,059ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$390,137TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$197,043ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$197,043ExcessDistributionCyovAppCYAmt
Total Corpus$193,094TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$193,094ExcessDistriCyovToNextYrAmt
Excess From Year3$128,029ExcessFromYear3Amt
Excess From Year2$37,006ExcessFromYear2Amt
Excess From Year1$28,059ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$352ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,405ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,347ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$164,104ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$164,104TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF WILLIAM A GREGORY JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1531AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP336011531ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,798,868TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$2,300NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmtBasisBasisAmt
RJ 5936PURCHASE$921$921
RJ 5962PURCHASE$66,795$18,798$47,997
US TRUST 8164PURCHASE$86,859-$17,120$103,979
MS 7268-265PURCHASE$130,323$5,715$124,608

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY SMITH BARNEY
RAYMOND JAMES - 5962$1,419,082$1,399,279
RAYMOND JAMES - 5936
US TRUST$33,961$37,106
MORGAN STANLEY 047268-265$1,181,268$2,175,448

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OFFICE EXPENSES$846$846

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$53,552Amt
Net Investment Income$53,552NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,490Amt
Net Investment Income$1,490NetInvestmentIncomeAmt

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