FOUNDATION FOR A HEALTHY ST PETERSBURG INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY ST PETERSBURG INC (EIN 59-2592846)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349101415
- Schema version
- 2016v3.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:55:50-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621517792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Bayport Drive Suite 580 | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592592846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for a Healthy St Petersburg | BusinessNameLine1Txt |
| Business Name Line2 | Inc (f/k/a Bayfront HERO Inc) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7278654650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 744 Sixth Avenue South | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randall Russell | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 7278654650 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry Haefner | PreparerPersonNm |
| PTIN | P01258953 | PTIN |
| Phone | 7274427110 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.135.176.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 10:55:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 62073220173390332e04 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-12-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C933B529A1AB80BD3F3F4E67FF1D7B62E966208F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $163,228,980 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $110,644 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,143,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,143,421 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,143,421 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$704,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,213,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,613,291 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,288 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,613,291 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,163,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,142,135 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,756,714 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $257,953 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,795 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $232,157 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $773,115 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,087 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $751,028 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $318,024 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,802 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $286,222 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,034 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $58,034 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,632 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $73,469 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $816,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,617 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $630,535 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $898 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,077 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,073 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $81,781 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,178 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,603 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $79,284 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,928 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,356 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,369 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,369 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $407,998 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,968,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,953,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $293,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,159,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,226,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,375,354 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,179,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $293,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,534,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,016,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,848,955 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,756,714 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,132 | CashBOYAmt |
| Cash EOY | $772,354 | CashEOYAmt |
| Cash EOYFMV | $772,354 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,059,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,848,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,848,286 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $95,577 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $95,469 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl EOY | $108 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $108 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $273,535 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $293,980 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $273,535 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $273,535 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $49,609 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $142,301 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $142,301 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $256,457 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $95,666,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,692,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,692,566 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $44,075,179 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $33,435,763 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $33,435,763 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $419,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,102 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $350,284 | LandBOYAmt |
| Land EOY | $391,188 | LandEOYAmt |
| Land EOYFMV | $391,188 | LandEOYFMVAmt |
| Other Assets BOY | $43,031,368 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,129,860 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,572,879 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $188,950,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,785,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,228,980 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $538,995 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $447,384 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,850,778 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $20,017,120 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,364,881 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,556,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,663,043 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $164,472,322 | UnrestrictedBOYAmt |
| Unrestricted EOY | $167,765,023 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $2,394,973 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,357,895 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $1,526,716 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $0 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,394,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $169,122,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,950,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $176,785,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,394,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,016,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,036,614 | OtherIncreasesAmt |
| Subtotal | $172,414,188 | SubtotalAmt |
| Other Decreases | $3,291,270 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $169,122,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | $33,211,316 | $33,916,992 | -$705,676 | -$705,676 | ||||
| Computers | $7,023 | -$1,207 | -$1,207 | P | 2013-07-01 | 2016-12-31 | $5,816 | |
| Gain on Sale of K-1 Interests | $2,610 | $2,610 | $2,610 | P | 2012-01-01 | 2016-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$704,273 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,979 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,979 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $53,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $474 | EsPenaltyAmt |
| Tax Due | $4,453 | TaxDueAmt |
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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.healthystpete.foundation | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Belinda Henderson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7274407960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 744 6th Avenue South | AddressLine1Txt |
| City | St Petersburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| Randall H Russell | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | President & CEO | 40.00 | $257,953 | $54,820 | $0 |
| Keisha A Bell Esq | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
| Marcus A Brooks | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
| Steven C Dupre | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Chair | 1.00 | $0 | $0 | $0 |
| Jonathan M Ellen MD | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Kevin D Gordon EdD | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
| Emery M Ivery | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
| Katurah Jenkins-Hall PhD | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Secretary | 1.00 | $0 | $0 | $0 |
| Jay L Miller | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
| Janet Paroo | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Treasurer | 1.00 | $0 | $0 | $0 |
| Donna J Petersen ScD MHS | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
| Karen Wolchuck-Sher | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Trustee | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Curtis Holloman | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Senior Director - Pr | 40.00 | $155,400 | $16,529 | $0 |
| Belinda Henderson | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Director of Finance | 40.00 | $94,274 | $15,752 | $0 |
| June Kirch | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Project Administrato | 40.00 | $56,844 | $18,615 | $0 |
| Leah Barber-Heinz | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Director of Communic | 40.00 | $65,607 | $8,257 | $0 |
| Caterina Tassara | ||||||||
| 744 Sixth Avenue South | St Petersburg | FL | 33701 | Project Manager & Gr | 40.00 | $64,361 | $6,673 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| R Edward Wilhoite JR | |||||
| 445 Lee Lambert RD | Maryville | TN | 37803 | Consulting Services | $211,920 |
| Duane Morris LLP | |||||
| 30 South 17th Street | Philadelphia | PA | 191034196 | Legal Services | $117,966 |
| Pershing Yoakley & Associates PC | |||||
| Department 888255 | Knoxville | TN | 379958255 | Accounting Services | $96,432 |
| Shumaker Loop & Kendrick LLP | |||||
| 101 East Kennedy Blvd Suite 2800 | Tampa | FL | 336025151 | Legal Services | $56,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 1) Responsive Grants: These are focused on Social Determinants of Health tied to the mission of the Foundation to improve Population Health. Funding went to 18 organizations in the total grant award amount of $3,597,079. The programs began to be delivered during 2016 and lasted through mid-year 2017. The range of activities includes K-12 education support for healthy living, equipment to resource the largest distributor of food to food banks across the service area including walk-in freezers, forklifts, etc., and Metal Ramps to make housing accessible for persons whose health has made them immobile. Across the 18 grants, more than 110,000 people will be served in some way or another. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | 2) Research: The Foundation's launch as a Private Foundation began on January 1, 2016. To ensure the mission, focus, and efforts of this new philanthropic entity served the needs articulated by the community, ample research was conducted to strengthen the community's understanding of philanthropy and to guide the Foundation's direction. This research included evaluation plans, civil citations in public school instead of arrests, how to shape the best job training program for persons who are hard to employ (formerly incarcerated, mentally ill, elderly, and/or disabled) to maximize their independence, and direct work with the Florida Department of Health Pinellas County to conduct a comprehensive Community Health Needs Assessment. The total expended around research was $126,641. | Description2Txt |
| Expenses2 | $126,641 | Expenses2Amt |
| Description3 | 3) Convenings: The community proposed through multiple listening sessions three topics for our community to focus on and develop multi-sector (public, private, community, faith) responses to HIV (second highest rate in the US), Food & Nutrition, and Housing. These initial convening planning sessions and work began in 2016. The total expended around convenings and meetings was $73,117. | Description3Txt |
| Expenses3 | $73,117 | Expenses3Amt |
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 | $129,372,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,617,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $141,410 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,132,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $6,661,436 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,470,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,972,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,498,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,474,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,474,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,979 | TotalTaxAmt |
| Distributable Before Adj | $6,417,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,417,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,417,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,534,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,534,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,534,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,417,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,534,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,417,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,116,534 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,116,534 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,116,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $16,116,534 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Curtis Holloman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 744 6th Avenue S | AddressLine1Txt |
| City | St Peterburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7278654650 | RecipientPhoneNum |
| Recipient Email Address | curtis@healthystpete.foundation | RecipientEmailAddressTxt |
| Form And Info And Materials | Grants applications are only accepted online via the Grants Portal at healthystpete.foundation/grantmaking. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Various by grant round - see the website for deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Yes, grants must be aligned with Foundation for a Healthy St. Peterburg's mission. See the website for more information. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Bayfront Medical Center Medical Staff Inc | ||||||||
| 4400 140th Ave N Suite 110 | Clearwater | FL | 33762 | N/A | 501(c)3 Public Chari | To promote education in areas related to the practice of medicine or other health care related fields and to encourage students to pursue careers in medicine. | $568,556 | |
| Caring & Sharing Ctr for Independent Living DBA Disability Achievement Ctr | ||||||||
| 12552 Belcher Rd S | Largo | FL | 33773 | N/A | 501(c)3 Public Chari | Provide durable medical equipment and minor home modifications to very low income individuals in need. | $57,000 | |
| Community Action Stops Abuse Inc (CASA) | ||||||||
| PO Box 414 | St Petersburg | FL | 33731 | N/A | 501(c)3 Public Chari | Develop a social enterprise business to help provide survivors with marketable employment skills and job opportunities. | $75,312 | |
| Community Foundation of Tampa Bay | ||||||||
| 550 North Reo Street Suite 301 | Tampa | FL | 33609 | N/A | 501(c)3 Public Chari | For support of annual, general scholarships with a preference for Bayfront Health St. Petersburg employees and their immediate families. (Bayfront Auxiliary General Scholarship Fund) | $181,510 | |
| Community Foundation of Tampa Bay | ||||||||
| 550 North Reo Street Suite 301 | Tampa | FL | 33609 | N/A | 501(c)3 Public Chari | For support of annual scholarships to benefit nursing students and professionals to pursue further knowledge in nursing, with a preference for Bayfront Health St. Petersburg employees and their immediate families. (Ethel Hill Nursing Scholarship Fund) | $270,568 | |
| Community Foundation of Tampa Bay | ||||||||
| 550 North Reo Street Suite 301 | Tampa | FL | 33609 | N/A | 501(c)3 Public Chari | For support of annual scholarships to benefit students pursuing their initial medical education, graduate medical education, or specialty medical education with a preference for Bayfront Health St. Petersburg employees and their immediate families. (Aucremann Medical Education Fund) | $1,608,419 | |
| Family Resources Inc | ||||||||
| 5180 62nd Avenue North | Pinellas Park | FL | 33781 | N/A | 501(c)3 Public Chari | To conduct a study to address knowledge deficits and bring attention to homeless LGBTQ youth in need. | $80,788 | |
| Florida Consumer Action Network Foundation Inc | ||||||||
| 3110 1st Avenue N Suite 2K | St Petersburg | FL | 33713 | N/A | 501(c)3 Public Chari | Conduct a resident survey and host community forums to build awareness of the opportunities created by the city's Complete Streets safety program. | $86,186 | |
| Florida Department of Health in Pinellas County | ||||||||
| 205 Dr Martin Luther King Jr Street | St Petersburg | FL | 33701 | N/A | Government: State | To disseminate a community behavioral data survey, create a Pinellas Community Atlas website, and renovate a Resource Bus to link residents with services. | $9,087 | North |
| Gulf Coast Jewish Family and Community Services Inc | ||||||||
| 14041 Icot Boulevard | Clearwater | FL | 33760 | N/A | 501(c)3 Public Chari | Provide training to School Resource Officers serving high risk middle and high schools in southern Pinellas County. | $25,000 | |
| Healthy Start Coalition of Pinellas Inc | ||||||||
| 2600 East Bay Drive Suite 205 | Largo | FL | 33771 | N/A | 501(c)3 Public Chari | Improve the health and wellbeing of infants and babies born to moms struggling with addiction and recovery. | $65,302 | |
| Mount Zion Human Services Inc | ||||||||
| 945 20th Street | St Petersburg | FL | 33712 | N/A | 501(c)3 Public Chari | To implement a client health navigation service to help low income African American residents maneuver the health and human service system. | $33,750 | |
| Operation PAR Inc | ||||||||
| 6655 66th Street | Pinellas Park | FL | 33781 | N/A | 501(c)3 Public Chari | To support a collaboration to bring technology assisted mental health services to underserved populations. | $52,900 | |
| Pinellas County School District | ||||||||
| 301 4th Street SW | Largo | FL | 33770 | N/A | Government: Local Co | To educate students in Pinellas County Schools about the benefits of staying active and eating healthy foods. | $172,776 | |
| Pinellas County Urban League | ||||||||
| 333 31st Street North | St Petersburg | FL | 33713 | N/A | 501(c)3 Public Chari | Support the Clergy Mental Health Roundtable Convenings. | $15,000 | |
| Pinellas Ex-Offender Re-Entry Coalition Inc | ||||||||
| 1601 16th Street South | Saint Petersburg | FL | 33705 | N/A | 501(c)3 Public Chari | Support employment services to help transition formerly incarcerated individuals in treatment centers and community release centers to follow a path to recovery. | $49,030 | |
| St Petersburg Area Chamber of Commerce | ||||||||
| 100 2nd Ave N Suite 150 | St Petersburg | FL | 33701 | N/A | 501(c)6 Chamber of C | Support for the Greenhouse Community Business Development Initiative to train local entrepreneurs, nonprofits, and small businesses in South St. Petersburg. | $157,093 | |
| St Petersburg Free Clinic | ||||||||
| 863 3rd Ave N | St Petersburg | FL | 33701 | N/A | 501(c)3 Public Chari | Funds used to purchase equipment for the organization's new warehouse operation. | $389,000 | |
| Tampa Bay Black Business Investment Corporation | ||||||||
| 1920 E Hillsborough Avenue 2nd | Tampa | FL | 33610 | N/A | 501(c)4 Social Welfa | To strengthen operational capacity, as well as capital support, training and coaching to 20 low-income entrepreneurs from St. Petersburg. | $108,933 | Floor |
| Tampa Bay Healthcare Collaborative Inc | ||||||||
| P O Box 2252 | Dunedin | FL | 34697 | N/A | 501(c)3 Public Chari | To support a cultural and linguistic competency initiative to raise awareness and increase access and utilization of care. | $65,000 | |
| The Children's Home Inc dba Children's Home Network | ||||||||
| 10909 Memorial Hwy | Tampa | FL | 33615 | N/A | 501(c)3 Public Chari | To increase access to mental health services for children and families living in high-risk areas in St. Petersburg. | $79,894 | |
| The Poynter Institute for Media Studies | ||||||||
| 801 Third Street S | St Petersburg | FL | 33701 | N/A | 501(c)3 Public Chari | In support of a community forum on how to improve low-performing public schools in St. Petersburg. | $10,000 | |
| United Methodist Cooperative Ministries Suncoast Inc | ||||||||
| 12945 Seminole Blvd 2 | Largo | FL | 33778 | N/A | 501(c)3 Public Chari | To increase the availability of healthier food and educate residents on healthy food preparation in Lealman. | $50,495 | |
| University of South Florida Research Foundation Inc | ||||||||
| 140 7th Avenue South DAV 258 | St Petersburg | FL | 33701 | N/A | 501(c)3 Public Chari | To support a place-based, cross-sector initiative to ensure the mental health and thriving of all infants and young children up to age 5 living in South St. Petersburg. | $163,755 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,375,354 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Caring & Sharing Ctr for Independent Living DBA Disability Achievement Ctr | ||||||||
| 12552 Belcher Rd S | Largo | FL | 33773 | N/A | 501(c)3 Public Chari | Provide durable medical equipment and minor home modifications to very low income individuals in need. | $3,000 | |
| City of St Petersburg Department of Sustainability | ||||||||
| 175 5th Street North | St Petersburg | FL | 33701 | N/A | Government: Local Mu | The funding is to allow the city to participate in the WELL Community Standard Working Group program. | $10,000 | |
| Community Action Stops Abuse Inc (CASA) | ||||||||
| PO Box 414 | St Petersburg | FL | 33731 | N/A | 501(c)3 Public Chari | Develop a social enterprise business to help provide survivors with marketable employment skills and job opportunities. | $75,312 | |
| Family Resources Inc | ||||||||
| 5180 62nd Avenue North | Pinellas Park | FL | 33781 | N/A | 501(c)3 Public Chari | To conduct a study to address knowledge deficits and bring attention to homeless LGBTQ youth in need. | $80,788 | |
| Florida Consumer Action Network Foundation Inc | ||||||||
| 3110 1st Avenue N Suite 2K | St Petersburg | FL | 33713 | N/A | 501(c)3 Public Chari | Conduct a resident survey and host community forums to build awareness of the opportunities created by the city's Complete Streets safety program. | $86,186 | |
| Florida Department of Health in Pinellas County | ||||||||
| 205 Dr Martin Luther King Jr Street | St Petersburg | FL | 33701 | N/A | Government: State | To disseminate a community behavioral data survey, create a Pinellas Community Atlas website, and renovate a Resource Bus to link residents with services. | $486,064 | North |
| Gulf Coast Jewish Family and Community Services Inc | ||||||||
| 14041 Icot Boulevard | Clearwater | FL | 33760 | N/A | 501(c)3 Public Chari | Provide training to School Resource Officers serving high risk middle and high schools in southern Pinellas County. | $25,000 | |
| Healthy Start Coalition of Pinellas Inc | ||||||||
| 2600 East Bay Drive Suite 205 | Largo | FL | 33771 | N/A | 501(c)3 Public Chari | Improve the health and wellbeing of infants and babies born to moms struggling with addiction and recovery. | $65,302 | |
| Mount Zion Human Services Inc | ||||||||
| 945 20th Street | St Petersburg | FL | 33712 | N/A | 501(c)3 Public Chari | To implement a client health navigation service to help low income African American residents maneuver the health and human service system. | $101,250 | |
| Operation PAR Inc | ||||||||
| 6655 66th St No | Pinellas Park | FL | 33781 | N/A | 501(c)3 Public Chari | To support a collaboration to bring technology assisted mental health services to underserved populations. | $52,900 | |
| Pinellas County School District | ||||||||
| 301 4th Street SW | Largo | FL | 33770 | N/A | Government: Local Co | To educate students in Pinellas County Schools about the benefits of staying active and eating healthy foods. | $172,777 | |
| Pinellas County Urban League | ||||||||
| 333 31st Street North | St Petersburg | FL | 33713 | N/A | 501(c)3 Public Chari | Support the Clergy Mental Health Roundtable Convenings. | $15,000 | |
| Pinellas Ex-Offender Re-Entry Coalition Inc | ||||||||
| 1601 16th Street South | Saint Petersburg | FL | 33705 | N/A | 501(c)3 Public Chari | Support employment services to help transition formerly incarcerated individuals in treatment centers and community release centers to follow a path to recovery. | $49,030 | |
| St Petersburg Area Chamber of Commerce | ||||||||
| 100 2nd Ave N Suite 150 | St Petersburg | FL | 33701 | N/A | 501(c)6 Chamber of C | Support for the Greenhouse Community Business Development Initiative to train local entrepreneurs, nonprofits, and small businesses in South St. Petersburg. | $157,094 | |
| St Petersburg Free Clinic | ||||||||
| 863 3rd Ave N | St Petersburg | FL | 33701 | N/A | 501(c)3 Public Chari | Funds used to purchase equipment for the organization's new warehouse operation. | $3,000 | |
| Tampa Bay Black Business Investment Corporation | ||||||||
| 1920 E Hillsborough Avenue 2nd | Tampa | FL | 33610 | N/A | 501(c)4 Social Welfa | To strengthen operational capacity, as well as capital support, training and coaching to 20 low-income entrepreneurs from South St. Peterburg. | $108,933 | Floor |
| Tampa Bay Healthcare Collaborative Inc | ||||||||
| P O Box 2252 | Dunedin | FL | 34697 | N/A | 501(c)3 Public Chari | To support a cultural and linguistic competency initiative to raise awareness and increase access and utilization of care. | $65,000 | |
| The Children's Home Inc dba Children's Home Network | ||||||||
| 10909 Memorial Hwy | Tampa | FL | 33615 | N/A | 501(c)3 Public Chari | To increase access to mental health services for children and families living in high-risk areas in St. Petersburg. | $79,895 | |
| United Methodist Cooperative Ministries Suncoast Inc | ||||||||
| 12945 Seminole Blvd 2 | Largo | FL | 33778 | n/A | 501(c)3 Public Chari | To increase the availability of healthier food and educate residents on healthy food preparation in Lealman. | $50,495 | |
| University of South Florida Research Foundation Inc | ||||||||
| 140 7th Avenue South DAV 258 | St Petersburg | FL | 33701 | N/A | 501(c)3 Public Chari | To support a place-based, cross-sector initiative to ensure the mental health and thriving of all infants and young children up to age 5 living in South St. Petersburg. | $163,752 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,850,778 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,143,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$704,273 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Discontinued Operations | 900099 | 01 | $2,614,657 | |
| Income from Passthru Entities | 900099 | 14 | -$1,288 | -$78 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$78 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,052,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,052,441 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| The Community Foundation of Sarasota County Inc | ||||||
| 1 | 2635 Fruitville Road | Sarasota | FL | 34237 | $43,291 | Yes (X) |
| Sabal Trust Company | ||||||
| 2 | PO Box 16508 | St Petersburg | FL | 33733 | $56,200 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $81,632 | Amt |
| Net Investment Income | $8,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $73,469 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| St Petersburg Area Chamber of Commerce | ||||||||||||
| 100 2nd Ave N Suite 150 | St Petersburg | FL | 33701 | 2016-06-30 | $314,187 | Support for the Greenhouse Community Business Development Initiative to train local entrepreneurs, nonprofits, and small businesses in South St. Petersburg. | $157,093 | To the knowledge of the grantor, there have been no diversions | March 1, 2017 | 2017-03-01 | The Grantor has no reason to doubt the accuracy or reliability of the report from the Grantee; therefore, no independent verification of the report was made. | |
| Tampa Bay Black Business Investment Corporation | ||||||||||||
| 1920 E Hillsborough Avenue 2nd | Tampa | FL | 33610 | 2016-06-30 | $217,866 | To strengthen operational capacity, as well as capital support, training and coaching to 20 low-income entrepreneurs from South St. Petersburg. | $108,933 | To the knowledge of the grantor, there have been no diversions | February 28, 2017 | 2017-02-28 | The Grantor has no reason to doubt the accuracy or reliability of the report from the Grantee; therefore, no independent verification of the report was made. | Floor |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Compensation Paid to a Disqualified Person | Part VII-B Line 1a(4) | Foundation for a Healthy St. Peterburg paid reasonable compensation to Randall H. Russell, the President & CEO, for his service to the organization. |
| Direct Ownership in a Business | Form 990-PF, Part VII-B, Line 3a | Foundation for a Healthy St. Petersburg has a 20% partnership interest in Bayfront HMA Healthcare Holdings, LLC through its wholly owned subsidiary FHSP Holdings. |
| Explanation for Amended Return | Subsequent to filing the original Form 990-PF for the Foundation for a Healthy St. Petersburg ("Foundation"), it was determined that two of the grant recipients on the originally filed 2016 return were reported as charitable organizations under section 501(c)(3) of the Internal Revenue Code ("IRC"), but they were actually tax-exempt organizations under other subsections of the IRC. The first organization, St. Petersburg Area Chamber of Commerce, is a tax-exempt chamber of commerce under section 501(c)(4) of the IRC. The second organization is the Tampa Bay Black Business Investment Corporation and is a tax-exempt social welfare organization under IRC section 501(c)(6).The Foundation performed due diligence prior to awarding the grants to each organization and exercised expenditure responsibility timely after the grant was paid. However, due to an inadvertent administrative error, it was originally reported that two organizations were tax-exempt under section 501(c)(3) and, thus, there was no reporting of the Foundation's expenditure responsibility over each grant on the originally filed 2016 Form 990-PF. Though the administrative error caused the information on expenditure responsibility not to be reported on the original 2016 return, the Foundation did timely exercise expenditure responsibility over each grant, as reported on the amended 2016 Form 990-PF.The return has been amended to reclassify certain expenses between lines 13, 14, 16c and 23 to more accurately reflect 2016 spending. Part II Lines 24 and 25 have been adjusted to reflect part of net worth that is temporarily restricted.Also, in its original filing, the Foundation included assets that were used directly in carrying out its charitable purpose in the minimum investment return calculation. The return has been amended to remove these assets from the minimum investment return calculation.In addition, in its original filing, the Foundation reported certain administrative expenses netted against Other Income. The return has been amended to separately state both Other Income and the related administrative expenses. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard Bond Index Fund Inc Long Term | $12,101,893 | $12,101,893 |
| Vanguard Bond Index FD Inc Short Term | $3,890,905 | $3,890,905 |
| Vanguard Bond Index Fund Inc Total BD Market ETF | $17,442,965 | $17,442,965 |
| Various Bonds | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Vanguard World Fund Mega Cap 300 Growth Index ETF | $16,774,337 | $16,774,337 |
| Vanguard World Fund Mega Cap 300 Value Index ETF | $22,159,223 | $22,159,223 |
| Vanguard FTSE Developed Markets ETF | $28,450,665 | $28,450,665 |
| Vanguard FTSE Emerging Markets ETF | $6,930,550 | $6,930,550 |
| Vanguard Index Fds MCap VL IDXVIP | $4,428,268 | $4,428,268 |
| Vanguard Index Fds MCap Gr IDXVIP | $3,642,234 | $3,642,234 |
| Vanguard Small Cap Growth ETF | $3,231,041 | $3,231,041 |
| Vanguard Small Cap Value ETF | $4,076,248 | $4,076,248 |
| Vanguard Intl Equity Index Funds FTSE All World Ex Small Cap Index ETF | $0 | $0 |
| Various Stocks | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | 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 | Certificate of Deposit | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $100,000 | BookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $58,034 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $58,034 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Due from Affiliates | $747,137 | -$127,121 | -$127,121 |
| Other Assets | $27,250 | $0 | $0 |
| Investment in FHSP Holdings | $41,956,981 | $41,956,981 | $28,400,000 |
| Investment Spark Plug | $300,000 | $300,000 | $300,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Adjustment | $3,290,026 |
| Income from Passthru Entities | $1,244 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Fees | $23,738 | $0 | $0 | $23,738 |
| Business Insurance | $23,387 | $2,339 | $0 | $21,048 |
| Community Events | $46,173 | $0 | $0 | $46,173 |
| Convenings | $73,117 | $0 | $0 | $73,117 |
| Memberships | $79,907 | $0 | $0 | $79,907 |
| Miscellaneous | $5,566 | $373 | $0 | $5,193 |
| Pension Paid Out - Hospital | $0 | $0 | $0 | $15,563,000 |
| Expenses related to Discontinued operations | $146,393 | $0 | $0 | $146,393 |
| Recruiting | $9,717 | $0 | $0 | $9,717 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Discontinued Operations | $2,614,657 | $2,614,657 | |
| Income from Passthru Entities | -$1,366 | -$1,366 | -$1,288 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $8,036,614 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Retirement | $15,979,323 | $3,829,359 |
| Professional/General Claims | $42,529 | $31,675 |
| Third Party Liabilities | $3,058,629 | $2,510,352 |
| Due from Bayfront CHS | $936,639 | -$1,006,505 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other Professional Fees | CategoryTxt |
| Amt | $816,152 | Amt |
| Net Investment Income | $185,617 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $630,535 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sabal Trust Company - James C Felix Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 16508 | AddressLine1Txt |
| City | St Peterburg | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33733 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Taxes | $38,000 | $0 | $0 | $0 |
| Property Taxes | $8,975 | $898 | $0 | $8,077 |