HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349103600
- Schema version
- 2017v2.3
- 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 | 2018-05-15T15:28:59-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,743,135 | 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 | $1,945,120 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $435,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $435,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,208,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $219 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $219 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,929,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $984,766 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $480 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,381 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $55,893 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,649 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $73,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $770,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $843,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $770,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,086,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,001,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $794,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $794,613 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $79,382 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $73,370 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $63,486 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,590,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,540,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,903,786 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $604,733 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $954,253 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $981,250 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,275,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,362,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,743,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,275,657 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,362,389 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,275,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,362,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,275,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,362,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,275,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,086,732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,362,389 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,362,389 | 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 | SoldSoldDt |
|---|---|---|---|---|---|---|
| SEE ATTACHED 2017 SCH D-1 RBC 35768 | P | $81,832 | $75,492 | $6,340 | $6,340 | |
| SEE ATTACHED 2017 SCH D-1 RBC 33267 | P | $6,636 | $6,697 | -$61 | -$61 | 2017-08-14 |
| SEE ATTACHED 2017 SCH D-1 RBC 33267 | P | $214,090 | $216,830 | -$2,740 | -$2,740 | |
| SEE ATTACHED 2017 SCH D-1 RBC 35768 | P | $889,049 | $360,757 | $528,292 | $528,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,980 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,279 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $433,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,786,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033889 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $410,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,498,669 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $525,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,899,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $505,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,733,980 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051880 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $587,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,282,002 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070937 | DistributionYr5Rt |
| Total Distribution | 0.240529 | TotalDistributionRt |
| Average Distribution | 0.048106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,626,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $751,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $760,927 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $770,000 | 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 | $9,222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,222 | SubtotalAmt |
| Tax Based On Investment Income | $9,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,535 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,535 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $275 | OverpaymentAmt |
| Applied To ES Tax | $275 | 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 |
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 | $14,965,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $898,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,863,978 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,863,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,626,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $781,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $781,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,222 | TotalTaxAmt |
| Distributable Before Adj | $772,079 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $772,079 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $772,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $770,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $770,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,222 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $760,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $772,079 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,159 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $80,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $770,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $770,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,079 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,079 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,299 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,140 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,159 | ExcessFromYear4Amt |
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 (15 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 | $50,000 |
| 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) | OPER. SUPP.-VETERAN TEAM SCHOLARSHIP | $25,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM THEATER - SEASON 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 | $25,000 |
| USMMA SAILING FOUNDATION | |||||||
| 300 STEAMBOAT RD | KINGS POINT | NY | 11024 | NONE | 509(A)(1) | ST. PETERSBURG TRAINING CENTER | $20,000 |
| BURG BASEBALL | |||||||
| 1875 59TH CIRCLE SOUTH | ST PETERSBURG | FL | 33712 | EQUIPMENT | $20,000 | ||
| DMG SCHOOL PROGRAM | |||||||
| 2342 EMERSON AVE SOUTH | ST PETERSBURG | FL | 33712 | SUPPORT STAFF POSITION | $25,000 | ||
| FLORIDA ORCHESTRA | |||||||
| 244 2ND AVE NORTH | ST PETERSBURG | FL | 33701 | COMMUNITY INITIATIVES FUND | $50,000 | ||
| UF FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | UFHSA DOCUMENTARY PROJECT | $200,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,000 | 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 | $435,566 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $219 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $548,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $984,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $984,766 | 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 | $1,945,120 | 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 | $3,100 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 ASSURED GUARANTY HLDG DUE 07/ | $79,920 | $80,806 |
| 100,000 AMEX DUE 12/29/2049 | $98,475 | $102,000 |
| 100,000 PITNEY BOWES INC DUE 03/15/2 | $98,840 | $91,000 |
| 125,000 SCHWAB CORP NEW DUE 12/29/49 | $119,625 | $127,500 |
| 125,000 MORGAN STANLEY CAP TR DUE 5/ | $131,055 | $131,461 |
| 70,000 WFRBS COML MTG DUE 12/17/46 | $75,431 | $74,322 |
| 95,000 WFRBS COML MTG DUE 06/15/2046 | $101,338 | $97,544 |
| 60,000 FAIRFAX FIN. HOLDING DUE 4/15 | $49,502 | $74,692 |
| 50,000 PROSPECT CAP CORP DUE 5/15/20 | $49,538 | $49,536 |
| 45,000 EXPEDIA INC DUE 08/15/20 | $50,904 | $48,415 |
| 100,000 MET LIFE PFD DUE 12/29/2049 | $99,625 | $103,974 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $55,587 | $209,627 |
| ALPHABET INC CLASS C | $55,171 | $208,234 |
| AMAZON.COM, INC. | $23,272 | $692,326 |
| AMGEN INC. | $240,287 | $252,155 |
| ANNALY CAPITAL MANAGEMENT INC REIT | $70,045 | $65,633 |
| APPLE INC. | $124,486 | $327,291 |
| ARTISAN PARTNERS FDS INC. | $361,044 | $399,652 |
| AUTOMATIC DATA PROCESSING | ||
| BAIDU INC. | $61,081 | $76,118 |
| BANK OF AMERICA CORP. | $373,952 | $360,675 |
| BANK OF MONTREAL | $188,470 | $258,705 |
| BB&T CORP. | $1,208,236 | $1,416,274 |
| BIOGEN INC. | $188,055 | $207,071 |
| BLACKROCK HIGH YIELD | $56,075 | $53,433 |
| BLACKROCK INC. | $112,476 | $298,466 |
| BLACKROCK INCOME TRUST | $63,525 | $64,322 |
| BP PLC | $252,259 | $248,565 |
| BROOKFIELD REAL ASSETS INC FD | $66,289 | $49,942 |
| BT GROUP PLC | $206,902 | $186,117 |
| CENTURYLINK INC. | $148,934 | $150,120 |
| CHEVRON CORP. | $185,264 | $267,907 |
| CONOCOPHILLIPS | $236,481 | $234,435 |
| DELTA AIRLINES | $182,155 | $224,000 |
| EATON CORPORATION PLC | $228,020 | $301,897 |
| EATON VANCE MUTUAL FUNDS | $120,000 | $120,723 |
| EMERSON ELECTRIC CO. | $183,578 | $248,515 |
| FRANKLIN INVS SECS TR CONV SEC FD | $107,157 | $113,773 |
| GENERAL ELECTRIC | $215,330 | $179,212 |
| HSBC HOLDINGS PLC | $254,514 | $265,016 |
| IAC/INTERACTIVE CORP. | $63,641 | $440,086 |
| INTEL CORP. | $131,301 | $357,278 |
| ISHARES TRUST PFD STOCK ETF | ||
| JOHNSON & JOHNSON | $130,592 | $279,021 |
| JP MORGAN CHASE | $179,983 | $543,148 |
| JP MORGAN CHASE 6.70% PFD SER T | $89,042 | $90,584 |
| KONINKLIJKE PHILIPS NV | $158,723 | $247,590 |
| KRAFT HEINZ CO | $114,425 | $192,378 |
| LORD ABBETT FLOATING RATE FD | $122,000 | $119,215 |
| LORD ABBETT HIGH YIELD FD CL F | $52,401 | $53,318 |
| MEDTRONIC PLC | $260,070 | $274,550 |
| MERCK & CO. INC. | $176,510 | $250,120 |
| MICROSOFT CORP. | $129,373 | $414,014 |
| NATAXIS FDS LOOMIS SAYLES | $120,000 | $119,637 |
| NEXTERA ENERGY INC. | $137,710 | $350,647 |
| NORDSTROM INC | $209,237 | $203,971 |
| ONE GAS INC | ||
| OPPENHEIMER DEVELOPING MKTS | $250,000 | $300,280 |
| OPPENHEIMER STEELPATH MLP ALPHA | $158,500 | $121,908 |
| PAYPAL HOLDINGS INC | $86,007 | $360,296 |
| PEPSICO INC. | $138,353 | $246,196 |
| PFIZER, INC. | $175,993 | $249,592 |
| PROCTER & GAMBLE CO. | $149,668 | $212,794 |
| PUTNAM DIVERSIFIED INCOME TRUST | $50,000 | $45,032 |
| QUALCOMM INC. | $259,457 | $225,735 |
| RADIAN GROUP | $148,269 | $164,880 |
| ROYAL DUTCH SHELL | $268,482 | $275,140 |
| SELECT INCOME REIT COM | $59,927 | $58,930 |
| TCW TOTAL RETURN BOND FD | $80,000 | $77,201 |
| TEMPLETON GLOBAL BOND FD | $75,000 | $66,325 |
| TEVA PHARMACEUTICALS | $272,006 | $138,619 |
| TEXAS INSTRUMENTS, INC. | $100,458 | $401,885 |
| TORONTO-DOMINION BANK | $195,917 | $282,356 |
| UNITED PARCEL SVC INC CLASS B | $172,635 | $268,445 |
| VERTEX PHARMACEUTICALS | $100,182 | $164,846 |
| VOYA SENIOR INC FD | ||
| VOYA SER FD INC. FLOATING RATE | $120,559 | $120,070 |
| WELLS FARGO & CO. | $830,835 | $484,632 |
| WELLS FARGO & CO. 7.98% PFD CL A | $36,356 | $35,567 |
| WESTERN ASSET EMERGING MKTS | $58,994 | $50,926 |
| YELP INC. | $108,902 | $136,370 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $73,370 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $63,486 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SETTLEMENT LITIGATION | CategoryTxt |
| Legal Fees | $480 | LegalFeesAmt |
| Net Investment Income | $480 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $54,649 | $54,649 |
| DUES - ASSN. SMALL FOUNDATION | $750 | |
| ANNUAL REPORT | $61 | |
| OPERATING SUPPLIES | $414 | |
| MISCELLANEOUS (MESSENGER SERV | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC | Desc |
| Revenue And Expenses Per Books | $219 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $219 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $4,381 | $4,381 |
| FEDERAL TAX PAYMENTS | $9,300 |
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