HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-11
- IRS object ID
- 201702239349100415
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-11T15:01:22-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-08-09 | 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 | 2017-08-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 2B878EC336641F873019393822C7F06B1FD8821E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8904CB2CAD243E34BA794E0FC77668D89611D354 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,984,822 | 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 | $895,591 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $373,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $668,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,021 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,421,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $525,815 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,910 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,500 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,700 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $928,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $930,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,001,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,001,420 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $90,816 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $79,382 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $70,467 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,021,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,590,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,297,794 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $305,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $604,733 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $615,141 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,347,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,275,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,984,822 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,347,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,275,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,347,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,275,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,347,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,275,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,347,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $928,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,275,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,275,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED 2016 SCH D-1 RBC 35768 | P | 2016-06-08 | $10,706 | $10,815 | -$109 | -$109 | |
| SEE ATTACHED 2016 SCH D-1 RBC 33267 | P | 2016-08-18 | $105,749 | $100,035 | $5,714 | $5,714 | 2016-06-09 |
| SEE ATTACHED 2016 SCH D-1 RBC 33267 | P | $149,567 | $175,908 | -$26,341 | -$26,341 | ||
| SEE ATTACHED 2016 SCH D-1 RBC 35768 | P | $399,598 | $229,645 | $169,953 | $169,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,021 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,605 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $410,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,498,669 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $525,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,899,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048167 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $505,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,733,980 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051880 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $587,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,282,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070937 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $592,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,950,922 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074520 | DistributionYr5Rt |
| Total Distribution | 0.281160 | TotalDistributionRt |
| Average Distribution | 0.056232 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,786,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $719,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $723,800 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $433,337 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,534 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,534 | SubtotalAmt |
| Tax Based On Investment Income | $9,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,776 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,776 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $235 | OverpaymentAmt |
| Applied To ES Tax | $235 | 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 | Yes (true) | 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 |
| 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. | 1.00 | $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 | $12,015,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $965,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,981,616 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,981,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,786,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,534 | TotalTaxAmt |
| Distributable Before Adj | $629,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $629,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $629,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,337 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $433,337 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $433,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $629,811 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,218 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,159 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $276,852 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,337 | QualifyingDistributionsAmt |
| Applied To Current Year | $433,337 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $196,474 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $196,474 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,378 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $80,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,219 | ExcessFromYear4Amt |
| Excess From Year3 | $38,159 | ExcessFromYear3Amt |
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 (12 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)(2) | 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) | THE ART OF THE CLASSICAL GUITAR | $85,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $50,000 |
| 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 | $53,337 |
| USF FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | 509(A)(1) | GRAD ASSISTANT SUPPORT | $25,000 |
| FIRST TEE OF ST PETERSBURG | |||||||
| PO BOX 55913 | ST PETERSBURG | FL | 337325913 | NONE | 509(A)(1) | CAPITAL CAMPAIGN | $75,000 |
| PINELLAS YOUTH SYMPHONY | |||||||
| PO BOX 4106 | SEMINOLE | FL | 33775 | NONE | 501(A)(1) | OPERATIONAL SUPPORT | $5,000 |
| USMMA SAILING FOUNDATION | |||||||
| 300 STEAMBOAT RD | KINGS POINT | NY | 11024 | NONE | 501(A)(1) | ST. PETERSBURG TRAINING CENTER | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,337 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $373,764 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,021 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $525,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $525,815 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN H HENRY REVOCABLE TRUST | |||||||
| 1 | 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | $731,001 | Yes (X) | |
| W ROBB AND SUSAN HOUGH | |||||||
| 2 | 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | $100,000 | Yes (X) | |
| WILLIAM ROBB HOUGH JR TRUST | |||||||
| 3 | 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33071 | $64,590 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 100 SHS. ONE GAS, INC. | NoncashPropertyDesc |
| Fair Market Value | $64,590 | FairMarketValueAmt |
| Received | 2016-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,910 | Amt |
| Net Investment Income | $2,910 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 ASSURED GUARANTY HLDG DUE 07/ | $79,920 | $79,209 |
| 100,000 AMEX DUE 12/29/2049 | $98,475 | $94,875 |
| 70,000 WFRBS COML MTG DUE 12/17/46 | $75,431 | $74,510 |
| 95,000 WFRBS COML MTG DUE 06/15/2046 | $101,338 | $97,645 |
| 60,000 FAIRFAX FIN. HOLDING DUE 4/15 | $49,502 | $69,544 |
| 50,000 PROSPECT CAP CORP DUE 5/15/20 | $49,538 | $48,920 |
| 45,000 EXPEDIA INC DUE 08/15/20 | $50,904 | $49,188 |
| 100,000 MET LIFE PFD DUE 12/29/2049 | $99,625 | $101,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $55,587 | $157,698 |
| ALPHABET INC CLASS C | $55,171 | $153,592 |
| AMAZON.COM, INC. | $32,672 | $518,160 |
| ANNALY CAPITAL MANAGEMENT INC REIT | $70,045 | $55,034 |
| APPLE INC. | $170,418 | $307,965 |
| AUTOMATIC DATA PROCESSING | $92,892 | $272,675 |
| BANK OF AMERICA CORP. | $373,952 | $270,018 |
| BANK OF MONTREAL | $188,470 | $232,517 |
| BB&T CORP. | $1,208,236 | $1,339,365 |
| BLACKROCK HIGH YIELD | $56,075 | $52,896 |
| BLACKROCK INC. | $124,756 | $245,829 |
| BLACKROCK INCOME TRUST | $63,525 | $65,990 |
| BP PLC | $228,097 | $194,899 |
| BROOKFIELD TOTAL RETURN FD | ||
| BROOKFIELD REAL ASSETS INC FD | $66,289 | $47,676 |
| CHEVRON CORP. | $124,444 | $187,496 |
| CONOCOPHILLIPS | $200,885 | $178,699 |
| EATON CORPORATION PLC | $228,020 | $256,351 |
| EATON VANCE MUTUAL FUNDS | $90,000 | $90,113 |
| EBAY, INC. | ||
| EMERSON ELECTRIC CO. | $183,578 | $198,804 |
| FIRST TRUST ABERDEEN GLOBAL | ||
| FRANKLIN INVS SECS TR CONV SEC FD | $85,000 | $82,050 |
| GENERAL ELECTRIC | $188,991 | $294,828 |
| HSBC HOLDINGS PLC | $254,514 | $206,204 |
| IAC/INTERACTIVE CORP. | $63,641 | $233,179 |
| INTEL CORP. | $131,301 | $280,730 |
| ISHARES TRUST PFD STOCK ETF | $81,927 | $81,304 |
| JOHNSON & JOHNSON | $151,322 | $264,637 |
| JP MORGAN CHASE | $179,983 | $438,267 |
| JP MORGAN CHASE 6.70% PFD SER T | $89,042 | $90,015 |
| KONINKLIJKE PHILIPS NV | $163,604 | $206,348 |
| KRAFT HEINZ CO | $149,841 | $309,899 |
| LORD ABBETT FLOATING RATE FD | $104,000 | $102,034 |
| LORD ABBETT HIGH YIELD FD CL F | $52,401 | $52,001 |
| MEDTRONIC PLC | $316,821 | $295,605 |
| MERCK & CO. INC. | $176,510 | $261,677 |
| MERRILL LYNCH 7.28% PFD CAP TR V | ||
| MICROSOFT CORP. | $182,752 | $412,858 |
| NEXTERA ENERGY INC. | $137,710 | $268,188 |
| NORDSTROM INC | $209,237 | $206,339 |
| ONE GAS INC | $64,590 | $63,960 |
| OPPENHEIMER STEELPATH MLP ALPHA | $120,500 | $100,108 |
| PAYPAL HOLDINGS INC | $86,007 | $193,166 |
| PEPSICO INC. | $138,353 | $214,805 |
| PFIZER, INC. | $175,993 | $223,820 |
| PROCTER & GAMBLE CO. | $149,668 | $194,729 |
| PUTNAM DIVERSIFIED INCOME TRUST | $50,000 | $44,774 |
| QUALCOMM INC. | $259,457 | $229,895 |
| ROYAL DUTCH SHELL | $249,367 | $213,272 |
| SELECT INCOME REIT COM | $39,955 | $39,564 |
| TCW TOTAL RETURN BOND FD | $80,000 | $76,812 |
| TECO ENERGY INC. | ||
| TEMPLETON GLOBAL BOND FD | $75,000 | $66,940 |
| TEVA PHARMACEUTICALS | $211,566 | $198,106 |
| TEXAS INSTRUMENTS, INC. | $140,456 | $386,595 |
| TORONTO-DOMINION BANK | $195,917 | $237,819 |
| UNITED PARCEL SVC INC CLASS B | $172,635 | $258,284 |
| VOYA SENIOR INC FD | $122,764 | $118,236 |
| WELLS FARGO & CO. | $830,835 | $440,219 |
| WELLS FARGO & CO. 7.98% PFD CL A | $36,356 | $36,575 |
| WESTERN ASSET EMERGING MKTS | $58,994 | $48,175 |
| WESTERN ASSET/CLAYMORE |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $79,382 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $70,467 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $42,700 | $42,700 |
| DUES - ASSN. SMALL FOUNDATION | $750 | |
| ANNUAL REPORT | $61 | |
| OPERATING SUPPLIES | $385 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SUSAN H HENRY REVOCABLE TRUST | |||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 |
| W ROBB AND SUSAN HOUGH | |||
| 100 3RD STREET SOUTH SUTIE 300 | ST PETERSBURG | FL | 33701 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,500 | $3,500 |
| FEDERAL TAX PAYMENTS | $9,572 |
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