WHITE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 02-0794045)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-25
- IRS object ID
- 201812689349100601
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-25T13:26:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273605969 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13577 FEATHER SOUND DR SUITE 400 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337625539 | 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 | 020794045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 7277419187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2491 | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34688 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY STANTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7277419187 | PhoneNum |
| Signature | 2018-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA BROWN | PreparerPersonNm |
| PTIN | P01337755 | PTIN |
| Phone | 7275721400 | PhoneNum |
| 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 | $4,447,552 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $168,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,183,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $168,324 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $846 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$313 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $244,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,065 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $194 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,004 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,251 | CashBOYAmt |
| Cash EOY | $122,443 | CashEOYAmt |
| Cash EOYFMV | $122,443 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,705,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,648,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,339,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $707,570 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $669,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $674,638 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $994,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $951,670 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,308,680 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,639 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,639 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,488,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,394,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,447,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,488,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,394,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,488,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,394,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,488,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,394,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,488,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,398,235 | SubtotalAmt |
| Other Decreases | $3,856 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,394,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH #764-02996 | P | $13,635 | $14,044 | -$409 | -$409 |
| MERRILL LYNCH #764-02996 | P | $75,673 | $75,737 | -$64 | -$64 |
| MERRILL LYNCH #764-02997 | P | $20,945 | $21,287 | -$342 | -$342 |
| MERRILL LYNCH #764-02997 | P | $32,046 | $32,041 | $5 | $5 |
| MERRILL LYNCH #764-02998 | P | $986 | $1,001 | -$15 | -$15 |
| MERRILL LYNCH #764-02998 | P | $25,686 | $15,809 | $9,877 | $9,877 |
| MERRILL LYNCH #764-02999 | P | $946 | $905 | $41 | $41 |
| MERRILL LYNCH #764-02999 | P | $84,923 | $46,445 | $38,478 | $38,478 |
| MERRILL LYNCH #764-03000 | P | $1,517 | $1,363 | $154 | $154 |
| MERRILL LYNCH #764-03000 | P | $28,151 | $28,403 | -$252 | -$252 |
| MERRILL LYNCH #764-03001 | P | $92,703 | $91,220 | $1,483 | $1,483 |
| MERRILL LYNCH #764-03001 | P | $80,411 | $75,171 | $5,240 | $5,240 |
| MERRILL LYNCH #764-03002 | P | $25,000 | $25,000 | $0 | $0 |
| MERRILL LYNCH #764-03002 | P | $25,000 | $25,000 | $0 | $0 |
| MERRILL LYNCH #764-03003 | P | $162,991 | $170,579 | -$7,588 | -$7,588 |
| MERRILL LYNCH #764-03003 | P | $109,946 | $84,303 | $25,643 | $25,643 |
| MERRILL LYNCH #764-03082 | P | $339,858 | $331,378 | $8,480 | $8,480 |
| MERRILL LYNCH #764-03082 | P | $63,371 | $50,842 | $12,529 | $12,529 |
| MERRILL LYNCH #764-02996 CAP GAIN DIST | P | $490 | $490 | ||
| MERRILL LYNCH #764-02999 CAP GAIN DIST | P | $10 | $10 | ||
| MERRILL LYNCH #764-03001 CAP GAIN DIST | P | $669 | $669 | ||
| MERRILL LYNCH #764-03002 CAP GAIN DIST | P | $1,061 | $1,061 | ||
| CAPITAL GAIN FROM K-1- TIMUCUAN | P | -$8,374 | -$8,374 | ||
| CAPITAL GAIN FROM K-1- TIMUCUAN | P | $80,755 | $80,755 | ||
| CAPITAL GAIN FROM K-1- ENERGY TRANSFER PARTNERS | P | $64 | $64 | ||
| CAPITAL GAIN FROM K-1- ENERGY TRANSFER PARTNERS | P | $389 | $389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $168,324 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $336,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,132,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $337,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,087,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,203,686 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,995,699 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,802,148 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025675 | DistributionYr5Rt |
| Total Distribution | 0.305294 | TotalDistributionRt |
| Average Distribution | 0.061059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,173,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $254,859 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,153 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $257,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,181 | 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 | $2,153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,664 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,564 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,411 | OverpaymentAmt |
| Applied To ES Tax | $2,411 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEWHITEFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY E STANTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7277419187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST TARPON AVENUE | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34689 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH C WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | SETTLOR | 0.50 | $0 | $0 | $0 |
| JO ANN M WHITE | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MEGAN L ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAUREN W CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| DOUGLAS E CARLAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID E HERMAN | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AMY STANTON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAY R ROOTH | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN C ANDERSON | ||||||||
| PO BOX 2491 | TARPON SPRINGS | FL | 34688 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,875,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,308,680 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,237,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,237,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,173,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,153 | TotalTaxAmt |
| Distributable Before Adj | $206,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,181 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,153 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $298,028 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,346 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,606 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,892 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $341,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $206,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,635 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $435,154 | 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 | $435,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,346 | ExcessFromYear4Amt |
| Excess From Year3 | $47,606 | ExcessFromYear3Amt |
| Excess From Year2 | $135,675 | ExcessFromYear2Amt |
| Excess From Year1 | $131,892 | ExcessFromYear1Amt |
| Excess From Current Year | $93,635 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH C WHITE | ContributingManagerNm |
| Contributing Manager | JO ANN M WHITE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY STANTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 EAST TARPON AVENUE | AddressLine1Txt |
| City | TARPON SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34689 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7277419187 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER DESCRIBING THE PURPOSE AND NEEDS OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION STOPS ABUSE | |||||||
| 1011 1ST AVE N | ST PETERSBURG | FL | 33705 | PC | DOMESTIC VIOLENCE | $16,666 | |
| ST JEROME'S LIFETIME MINISTRIES | |||||||
| 10895 HAMLIN BLVD | LARGO | FL | 33774 | PC | CATHOLIC EDUCATION PROGRAM | $3,000 | |
| CREATIVE CLAY INC | |||||||
| 1114 CENTRAL AVE | ST PETERSBURG | FL | 33705 | PC | PROVIDE EDUCATIONAL, EXPRESSIVE, & VOCATIONAL EXPERIENCES TO THOSE WITH DISABILITIES THROUGH THE ART | $5,000 | |
| BAY AREA LEGAL SERVICES INC | |||||||
| 4948 CENTRAL AVE | ST PETERSBURG | FL | 33707 | PC | PRESERVING JUSTICE | $10,000 | |
| CHILDREN'S DREAM FUND | |||||||
| 1 PROGRESS PLAZA SUITE 1830 | ST PETERSBURG | FL | 33701 | PC | FULFILLING DREAMS OF CHILDREN | $20,000 | |
| ECKERD YOUTH ALTERNATIVES INC | |||||||
| 100 STARCREST DRIVE | CLEARWATER | FL | 33765 | PC | SERVICES FOR TROUBLED YOUTH | $16,000 | |
| THE KIND MOUSE PRODUCTIONS INC | |||||||
| 1801 16TH ST N | ST PETERSBURG | FL | 33704 | PC | FEEDING LOCAL HUNGRY FAMILIES | $20,000 | |
| WHEELCHAIRS 4 KIDS INC | |||||||
| 1976 S PINELLAS AVE | TARPON SPRINGS | FL | 34689 | PC | PROVIDE AMERICA'S DISABLED CHILDREN WITH BEST OPPORTUNITY TO LIVE LIFE AT ITS FULLEST | $15,000 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | PC | HIGHER EDUCATION | $11,955 | |
| ACADEMY PREPARATORY OF ST PETERSBURG | |||||||
| 2301 22ND AVE S | ST PETERSBURG | FL | 33712 | PC | EDUCATION | $20,000 | |
| CONGREGATION OF THE SISTERS OF ST CLARE (FL) | |||||||
| 14380 APACHE AVE | LARGO | FL | 33774 | PC | CATHOLIC EDUCATION PROGRAM | $10,000 | |
| SEWING HOPE INC | |||||||
| PO BOX 4738 | CLEARWATER | FL | 33758 | PC | IMPROVING STANDARD OF LIFE OF OTHERS | $1,000 | |
| NATIONAL ALLIANCE OF MENTAL ILLNESS | |||||||
| PO BOX 12773 | ST PETERSBURG | FL | 33733 | PC | MENTAL HEALTH | $10,000 | |
| RYAN WELLS FOUNDATIONS | |||||||
| 3636 WOODRIDGE PLACE | PALM HARBOR | FL | 34684 | PC | POST-SECONDARY EDUCATION SCHOLARSHIPS | $15,000 | |
| PINELLAS COUNTY POLICE ATHLETIC LEAGUE | |||||||
| 3755 46TH AVE N | ST PETERSBURG | FL | 33714 | PC | YOUTH ATHLETICS | $20,000 | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | PC | HIGHER EDUCATION | $18,940 | |
| GUARDIAN AD LITEM FOUNDATION OF TAMPA BAY | |||||||
| 700 EAST TWIGGS STREET SUITE 750 | TAMPA | FL | 33602 | PC | TO ASSIST THE ABUSED YOUTH | $5,000 | |
| HEART GALLERY OF PINELLAS AND PASCO | |||||||
| 500 DR MARTIN LUTHER KING JR ST N | ST PETERSBURG | FL | 33705 | PC | CHILDREN ADOPTION | $10,000 | SUITE 300 |
| BROOKWOOD FLORIDA INC | |||||||
| 901 7TH AVE S | ST PETERSBURG | FL | 33705 | PC | MENTAL HEALTH | $7,620 | |
| QUANTUM LEAP FARM | |||||||
| 10401 WOODSTOCK ROAD | ODESSA | FL | 33556 | PC | EQUINE-ASSISTED THERAPIES | $20,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 1515 MICHELIN COURT | LUTZ | FL | 33549 | PC | CHILDREN ADOPTIONS | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,181 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,486 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,948 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $168,324 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| INCOME FROM TIMUCUAN FUND, L.P. | $2,269 | 01 | -$640 |
| INCOME FROM ENERGY TRANSFER PARTNERS | -$373 | 01 | -$62 |
| INCOME FROM TALLGRASS ENERGY PARTNERS | -$737 | 01 | -$8 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,159 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,604 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL BONDS | $331,587 | $342,385 |
| FIXED-INCOME TAXABLE BONDS | $337,830 | $332,253 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITIES | $1,497,973 | $2,188,256 |
| GLOBAL EQUITIES | $150,237 | $150,896 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIMUCUAN FUND, LP | AT COST | $935,404 | $1,292,414 |
| ENERGY TRANSFER PARTNERS, L.P. | AT COST | $10,091 | $10,091 |
| TALLGRASS ENERGY PARTNERS, L.P. | AT COST | $6,175 | $6,175 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,639 | EOYBookValueAmt |
| EOYFMV | $2,639 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCIAL STATEMENT ADJUSTMENTS | Desc |
| Amt | $3,856 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $36 | $0 | $0 |
| MERRILL LYNCH ACCOUNT FEES | $21,697 | $21,697 | $0 |
| BOTT ANDERSON PARTNERS, INC | $5,028 | $5,028 | $0 |
| FINANCE CHARGES | $390 | $390 | $0 |
| LIABILITY INSURANCE | $813 | $0 | $0 |
| POSTAGE & DELIVERY | $40 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $397 | $397 | $397 |
| INCOME FROM TIMUCUAN FUND, L.P. | $1,629 | -$640 | $1,629 |
| INCOME FROM ENERGY TRANSFER PARTNERS | -$435 | -$62 | -$435 |
| INCOME FROM TALLGRASS ENERGY PARTNERS | -$745 | -$8 | -$745 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $42,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,065 | Amt |
| Net Investment Income | $1,065 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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