WILLIAM A GREGORY JR FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM A GREGORY JR FOUNDATION INC (EIN 59-3607455)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-20
- IRS object ID
- 201802639349100510
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-20T14:18:57-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592482214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRSCPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 66TH ST N | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337105501 | 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 | 593607455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A GREGORY JR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8137602792 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 S MACDILL AVE 129 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER H TAYLOR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8137602792 | PhoneNum |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL E HOROWITZ | PreparerPersonNm |
| PTIN | P01474269 | PTIN |
| Phone | 7273471120 | PhoneNum |
| Preparation | 2018-07-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-20 | IPDt |
| IP Tm | 13:18:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC05E92261C9E97AB3E6D301DFC4506CA79A87B3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B757B6FA815E68FB2FCD4330BB5F6FB7BF6E936 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,020,018 | 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 | $60,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $149 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $149 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $53,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,318 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $53,318 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $717,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $311,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,827 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,467 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,300 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $47,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $47,927 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $630 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $630 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $630 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $122 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $122 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $50,979 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $50,979 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,848 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,488 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Cash EOY | -$3 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $69,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,763 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,506,405 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,548,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,948,255 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,575,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,619,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,020,018 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,575,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,619,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,575,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,575,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,619,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,575,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,397 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,619,903 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,619,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,360 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $208,264 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,437,434 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $446,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,657,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122181 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,937,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $245,361 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,732,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065736 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $233,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,259,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071511 | DistributionYr5Rt |
| Total Distribution | 0.350997 | TotalDistributionRt |
| Average Distribution | 0.070199 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,781,565 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $265,462 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $266,180 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,437 | SubtotalAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,456 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | KAREN F MILLS | IndividualWithBooksNm |
| Phone | 8137602792 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 S MACDILL AVENUE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33629 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HEIDI B MCCREE | ||||||||
| 3225 S MACDILL AVENUE | TAMPA | FL | 33629 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN F MILLS | ||||||||
| 3225 S MACDILL AVENUE | TAMPA | FL | 33629 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER H TAYLOR | ||||||||
| 3225 S MACDILL AVENUE | TAMPA | FL | 33629 | DIRECTOR | 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 | $3,768,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,839,152 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,839,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,781,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,437 | TotalTaxAmt |
| Distributable Before Adj | $187,641 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $187,641 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $187,641 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $215,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $215,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,641 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $265,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $187,641 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,059 | RemainingDistriFromCorpusAmt |
| Total Corpus | $421,348 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $390,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,013 | ExcessFromYear4Amt |
| Excess From Year2 | $265,059 | ExcessFromYear2Amt |
| Excess From Year1 | $37,006 | ExcessFromYear1Amt |
| Excess From Current Year | $28,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRIS TAYLOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 S MACDILL AVENUE | AddressLine1Txt |
| Address Line2 | SUITE 129 | AddressLine2Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8137602792 | RecipientPhoneNum |
| Form And Info And Materials | THE PARTICIPANT MUST FORMALLY REQUEST ASSISTANCE FROM THE FOUNDATION IN A PERSONALLY WRITTEN ESSAY EXPLAINING WHY THEY BELIEVE THEY WOULD BE A GOOD CANDIDATE FOR THE SCHOLARSHIP. IN ADDITION TO THE ESSAY, THE APPLICANT MUST SUBMIT COPIES OF THE FAMILY'S TWO MOST RECENT YEARS' TAX RETURNS, CURRENT TRANSCRIPTS AND ANY OTHER DOCUMENTS TO SUPPORT A NEED FOR FINANCIAL ASSISTANCE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1 AND FEBRUARY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MAY ONLY BE USED FOR EDUCATIONAL EXPENSES. RECIPIENT MUST BE ENROLLED AS A FULL-TIME STUDENT AT AN ACCREDITED INSTITUTION. WHILE SCHOLARSHIPS ARE BASED ON NEED AND SCHOLASTIC ABILITY, THE APPLICANT SHOULD DEMONSTRATE COMMITTMENT TO THE TAMPA BAY AREA THROUGH ACTIVE COMMUNITY SERVICE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| KEEP TAMPA BAY BEAUTIFUL | ||||||
| PO BOX 2104 | TAMPA | FL | 33601 | PROVIDE SUPPORT FOR ACTIVITIES | $25,000 | |
| HCC FOUNDATION | ||||||
| 39 COLUMIA DR | TAMPA | FL | 33606 | PROVIDE SUPPORT FOR ACTIVITIES | $50,000 | 7TH FLOOR |
| UNIVERSITY OF SOUTH FLORIDA | ||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | PROVIDE SUPPORT FOR ACTIVITIES | $50,000 | |
| UNIVERSITY OF TAMPA | ||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | PROVIDE SUPPORT FOR ACTIVITIES | $50,000 | |
| HILLSBOROUGH EDUCATION FOUNDATION | ||||||
| 2306 N HOWARD VE | TAMPA | FL | 33607 | PROVIDE SUPPORT FOR ACTIVITIES | $40,700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $127,449 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $127,449 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,276 | 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 | ESTATE OF WILLIAM A GREGORY JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1531 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336011531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,800 | 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 | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,300 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| RJ 5936 | PURCHASE | $2,048 | $2,048 | |
| RJ 5962 | PURCHASE | $146,193 | $23,665 | $122,528 |
| US TRUST 8164 | PURCHASE | $441,570 | $98,332 | $343,238 |
| MS 9602 | PURCHASE | $58,538 | $3,404 | $55,134 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ||
| UBS FINANCIAL - 2653 | ||
| RAYMOND JAMES - 5962 | $1,312,110 | $1,524,907 |
| RAYMOND JAMES - 5936 | ||
| US TRUST | $124,334 | $123,255 |
| MORGAN STANLEY 109602 | $1,111,699 | $2,300,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $122 | $122 | $122 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $47,927 | Amt |
| Net Investment Income | $47,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,927 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $630 | Amt |
| Net Investment Income | $630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $630 | AdjustedNetIncomeAmt |
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