2018-05-15T15:28:59-04:00 2017-12-31 592921780 WELLS HOUSER & SCHATZEL PA 500 94TH AVE N SAINT PETERSBURG FL 337022406 990PF 2017-01-01 593395491 HOUGH FAMILY FOUNDATION INC HOUG 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 SUSAN H HENRY PRESIDENT 7275781040 2018-05-14 true PETER C SCHATZEL P00430290 7275781040 2018-05-14 2017 2022-09-23 18:48:47Z X 17743135 X 1945120 1 1 435566 435566 548980 1208756 548980 219 219 2929886 984766 480 480 3100 3100 13681 4381 55893 54649 73154 62610 0 770000 770000 843154 62610 770000 2086732 922156 1001420 794613 794613 79382 73370 63486 9590122 11540153 15903786 604733 954253 981250 11275657 13362389 17743135 0 X 11275657 13362389 11275657 13362389 11275657 13362389 11275657 2086732 13362389 13362389 SEE ATTACHED 2017 SCH D-1 RBC 35768 P 81832 75492 6340 6340 SEE ATTACHED 2017 SCH D-1 RBC 33267 P 2017-08-14 6636 6697 -61 -61 SEE ATTACHED 2017 SCH D-1 RBC 33267 P 214090 216830 -2740 -2740 SEE ATTACHED 2017 SCH D-1 RBC 35768 P 889049 360757 528292 528292 548980 6279 false 433337 12786892 0.033889 410000 11498669 0.035656 525000 10899553 0.048167 505000 9733980 0.051880 587500 8282002 0.070937 0.240529 0.048106 15626018 751705 9222 760927 770000 X 9222 9222 9222 9535 9535 X 38 275 275 false false false false false false true true FL true false false false false true N/A SUSAN H HENRY 7275781040 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 false false false false false false false false false false false false false false false false false false false false 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 NONE NONE N/A 14965962 898016 0 15863978 15863978 237960 15626018 781301 781301 9222 9222 772079 772079 772079 770000 770000 9222 760778 772079 42219 38159 80378 770000 770000 2079 2079 78299 0 40140 38159 38159 X SUSAN H HENRY 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 7275781040 HFFHENRY@GMAIL.COM 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. AMERICAN STAGE CO INC PO BOX 1560 ST PETERSBURG FL 33731 NONE 509(A)(1) ARTS - OPERATIONAL SUPPORT 25000 CANTERBURY SCHOOL OF FL 990 62ND AVE NE ST PETERSBURG FL 33702 NONE 509(A)(1) EDUCATION - OPERATIONAL SUPPORT 50000 JUNIOR ACHIEVEMENT 13707 N 22ND STREET TAMPA FL 33613 NONE 509(A)(1) OPERATIONAL SUPPORT 5000 MOREAN ARTS CENTER 719 CENTRAL AVENUE ST PETERSBURG FL 33701 NONE 509(A)(1) WORD AND IMAGE PROGRAM - STUDENTS 10000 MUSEUM OF FINE ARTS 255 BEACH DR NE ST PETERSBURG FL 33701 NONE 509(A)(1) PINELLAS CO. 6TH GRADERS FREE PASSES 50000 SOUTHEASTERN GUIDE DOGS 4210 77TH STREET EAST PALMETTO FL 34221 NONE 509(A)(1) OPER. SUPP.-VETERAN TEAM SCHOLARSHIP 25000 ST PETERSBURG COLLEGE FOUNDATION PO BOX 13489 ST PETERSBURG FL 33733 NONE 509(A)(1) PALLADIUM THEATER - SEASON SPONSOR 25000 ST PETERSBURG MUSEUM OF HISTORY 335 2ND AVE NE ST PETERSBURG FL 33701 NONE 509(A)(1) EDUCATION CURATOR 40000 USF FOUNDATION 4202 EAST FOWLER AVENUE TAMPA FL 33620 NONE 509(A)(1) USFSP "LA FLORIDA" DIGITAL ARCHIVE 200000 PINELLAS YOUTH SYMPHONY PO BOX 4106 SEMINOLE FL 33775 NONE 509(A)(1) OPERATIONAL SUPPORT 25000 USMMA SAILING FOUNDATION 300 STEAMBOAT RD KINGS POINT NY 11024 NONE 509(A)(1) ST. PETERSBURG TRAINING CENTER 20000 BURG BASEBALL 1875 59TH CIRCLE SOUTH ST PETERSBURG FL 33712 EQUIPMENT 20000 DMG SCHOOL PROGRAM 2342 EMERSON AVE SOUTH ST PETERSBURG FL 33712 SUPPORT STAFF POSITION 25000 FLORIDA ORCHESTRA 244 2ND AVE NORTH ST PETERSBURG FL 33701 COMMUNITY INITIATIVES FUND 50000 UF FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 UFHSA DOCUMENTARY PROJECT 200000 770000 14 1 14 435566 18 219 18 548980 984766 984766 false false false false false false false false false false X X 1 SUSAN H HENRY REVOCABLE TRUST 100 3RD STREET SOUTH SUITE 300 ST PETERSBURG FL 33701 1945120 X ACCOUNTING FEES 3100 3100 75,000 ASSURED GUARANTY HLDG DUE 07/ 79920 80806 100,000 AMEX DUE 12/29/2049 98475 102000 100,000 PITNEY BOWES INC DUE 03/15/2 98840 91000 125,000 SCHWAB CORP NEW DUE 12/29/49 119625 127500 125,000 MORGAN STANLEY CAP TR DUE 5/ 131055 131461 70,000 WFRBS COML MTG DUE 12/17/46 75431 74322 95,000 WFRBS COML MTG DUE 06/15/2046 101338 97544 60,000 FAIRFAX FIN. HOLDING DUE 4/15 49502 74692 50,000 PROSPECT CAP CORP DUE 5/15/20 49538 49536 45,000 EXPEDIA INC DUE 08/15/20 50904 48415 100,000 MET LIFE PFD DUE 12/29/2049 99625 103974 ALPHABET INC CLASS A 55587 209627 ALPHABET INC CLASS C 55171 208234 AMAZON.COM, INC. 23272 692326 AMGEN INC. 240287 252155 ANNALY CAPITAL MANAGEMENT INC REIT 70045 65633 APPLE INC. 124486 327291 ARTISAN PARTNERS FDS INC. 361044 399652 AUTOMATIC DATA PROCESSING BAIDU INC. 61081 76118 BANK OF AMERICA CORP. 373952 360675 BANK OF MONTREAL 188470 258705 BB&T CORP. 1208236 1416274 BIOGEN INC. 188055 207071 BLACKROCK HIGH YIELD 56075 53433 BLACKROCK INC. 112476 298466 BLACKROCK INCOME TRUST 63525 64322 BP PLC 252259 248565 BROOKFIELD REAL ASSETS INC FD 66289 49942 BT GROUP PLC 206902 186117 CENTURYLINK INC. 148934 150120 CHEVRON CORP. 185264 267907 CONOCOPHILLIPS 236481 234435 DELTA AIRLINES 182155 224000 EATON CORPORATION PLC 228020 301897 EATON VANCE MUTUAL FUNDS 120000 120723 EMERSON ELECTRIC CO. 183578 248515 FRANKLIN INVS SECS TR CONV SEC FD 107157 113773 GENERAL ELECTRIC 215330 179212 HSBC HOLDINGS PLC 254514 265016 IAC/INTERACTIVE CORP. 63641 440086 INTEL CORP. 131301 357278 ISHARES TRUST PFD STOCK ETF JOHNSON & JOHNSON 130592 279021 JP MORGAN CHASE 179983 543148 JP MORGAN CHASE 6.70% PFD SER T 89042 90584 KONINKLIJKE PHILIPS NV 158723 247590 KRAFT HEINZ CO 114425 192378 LORD ABBETT FLOATING RATE FD 122000 119215 LORD ABBETT HIGH YIELD FD CL F 52401 53318 MEDTRONIC PLC 260070 274550 MERCK & CO. INC. 176510 250120 MICROSOFT CORP. 129373 414014 NATAXIS FDS LOOMIS SAYLES 120000 119637 NEXTERA ENERGY INC. 137710 350647 NORDSTROM INC 209237 203971 ONE GAS INC OPPENHEIMER DEVELOPING MKTS 250000 300280 OPPENHEIMER STEELPATH MLP ALPHA 158500 121908 PAYPAL HOLDINGS INC 86007 360296 PEPSICO INC. 138353 246196 PFIZER, INC. 175993 249592 PROCTER & GAMBLE CO. 149668 212794 PUTNAM DIVERSIFIED INCOME TRUST 50000 45032 QUALCOMM INC. 259457 225735 RADIAN GROUP 148269 164880 ROYAL DUTCH SHELL 268482 275140 SELECT INCOME REIT COM 59927 58930 TCW TOTAL RETURN BOND FD 80000 77201 TEMPLETON GLOBAL BOND FD 75000 66325 TEVA PHARMACEUTICALS 272006 138619 TEXAS INSTRUMENTS, INC. 100458 401885 TORONTO-DOMINION BANK 195917 282356 UNITED PARCEL SVC INC CLASS B 172635 268445 VERTEX PHARMACEUTICALS 100182 164846 VOYA SENIOR INC FD VOYA SER FD INC. FLOATING RATE 120559 120070 WELLS FARGO & CO. 830835 484632 WELLS FARGO & CO. 7.98% PFD CL A 36356 35567 WESTERN ASSET EMERGING MKTS 58994 50926 YELP INC. 108902 136370 73370 63486 SETTLEMENT LITIGATION 480 480 EXPENSES INVESTMENT MANAGEMENT FEES 54649 54649 DUES - ASSN. SMALL FOUNDATION 750 ANNUAL REPORT 61 OPERATING SUPPLIES 414 MISCELLANEOUS (MESSENGER SERV 19 OTHER MISC 219 219 FOREIGN TAXES 4381 4381 FEDERAL TAX PAYMENTS 9300