The Walter Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Walter Foundation (EIN 59-6205802)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2017-09-20
- IRS object ID
- 201732639349100303
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-20T07:38:39-07:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Myers & Brown | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N Florida Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596205802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Walter Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 8139610530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N Florida Ave | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A WALTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8139610530 | PhoneNum |
| Signature | 2017-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L MYERS | PreparerPersonNm |
| Phone | 8139610530 | PhoneNum |
| Preparation | 2017-09-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.91.189.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-20 | IPDt |
| IP Tm | 07:38:28 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 739BBC02537F9BFCEB1632C7C25261FA90BFD873 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 739BBC02537F9BFCEB1632C7C25261FA90BFD873 | 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 | $17,664,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $99,372 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $301,853 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $401,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $189,394 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $10,648 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $212,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $795,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,007,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$606,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,752 | CashBOYAmt |
| Cash EOY | $58,779 | CashEOYAmt |
| Cash EOYFMV | $58,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $613,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $712,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $712,383 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,945,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,893,828 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,893,828 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,631,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,664,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,664,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $16,631,100 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,664,990 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,631,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,664,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,631,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,664,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,631,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$606,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,640,507 | OtherIncreasesAmt |
| Subtotal | $17,664,990 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,664,990 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $789,200 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $897,000 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $874,250 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $828,267 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $758,919 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 1966-07-26 | RulingLetterDt |
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven L Myers Trustee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8139610530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N FLORIDA AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336133216 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KAY B MYERS | ||||||||
| 2137 Carroll Garden Lane | Tampa | FL | 33612 | Trustee | 2.00 | $0 | $0 | $0 |
| ROBERT A WALTER | ||||||||
| 13623 N Florida Ave | Tampa | FL | 33613 | Trustee | 2.00 | $0 | $0 | $0 |
| STEVEN L MYERS | ||||||||
| 13623 N Florida Ave | Tampa | FL | 33613 | Trustee | 2.00 | $0 | $0 | $0 |
| ALEXANDER J WALTER | ||||||||
| 13623 N Florida Ave | Tampa | FL | 33613 | Trustee | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $761,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $831,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $877,400 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,470,000 | TotalExcessDistributionCyovAmt |
| Total Corpus | $2,470,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $761,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,708,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $831,000 | ExcessFromYear4Amt |
| Excess From Year3 | $877,400 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L MYERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13263 N FLORIDA AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336133216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8139610530 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS MUST BE RECOGNIZED AS A QUALIFIED CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Tampa General Hospital Foundation | ||||||
| PO Box 1289 | Tampa | FL | 33601 | 501(c)(3) | 501(c)(3) | $43,000 |
| Easter Seals | ||||||
| 7402 N 56th St Ste 906 | Temple Terrace | FL | 33617 | 501(c)(3) | 501(c)(3) | $25,000 |
| Kelly Green Clearwater Martin Luther King Jr Neighborhood | ||||||
| 1122 Carlton Street | Clearwater | FL | 33755 | 501(c)(3) | 501(c)(3) | $46,000 |
| Tampa Metro YMCA | ||||||
| 110 East Oak Avenue | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $5,000 |
| Doctors Without Borders | ||||||
| 333 7th Ave | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Construction for Worldwide Evangelism | ||||||
| 4301 West South Avenue | Tampa | FL | 33614 | 501(c)(3) | 501(c)(3) | $35,000 |
| Men's Bible Study of Tampa Bay Inc | ||||||
| PO Box 891278 | Tampa | FL | 33689 | 501(c)(3) | 501(c)(3) | $5,000 |
| Mt Carmel CDC | ||||||
| 908 Palm Bluff Street | Clearwater | FL | 33755 | 501(c)(3) | 501(C)(3) | $2,500 |
| Idlewild Baptist Church | ||||||
| PO Box 44 | Lutz | FL | 33548 | 501(c)(3) | 501(c)(3) | $75,000 |
| The Florida Aquarium | ||||||
| 701 Channelside Drive | Tampa | FL | 336025600 | 501(c)(3) | 501(c)(3) | $10,000 |
| Crisis Center of Tampa | ||||||
| 1 Crisis Center Plaza | Tampa | FL | 33613 | 501(c)(3) | 501(c)(3) | $25,000 |
| Lifepath Hospice | ||||||
| 3010 W Azeele St | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| Florida Museum of Photographic Art | ||||||
| 200 North Tampa Street 130 | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Asheville School | ||||||
| 360 Asheville Road | Asheville | NC | 28806 | 501(c)(3) | 501(c)(3) | $5,000 |
| Meals on Wheels Tampa | ||||||
| 550 W Hillsborough Ave | Tampa | FL | 33603 | 501(c)(3) | 501(c)(3) | $30,000 |
| Pie In The Sky Foundation Inc | ||||||
| 3100 Main St No 391 | Dallas | TX | 75226 | 501(c)(3) | 501(c)(3) | $2,500 |
| Central Park Village Youth Services | ||||||
| 730 S Sterling Ave 307 | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| USF Foundation | ||||||
| 4202 E Fowler Ave ALC 100 | Tampa | FL | 33620 | 501(c)(3) | 501(c)(3) | $10,000 |
| The Florida Orchestra | ||||||
| 244 Second Avenue Suite 421 | St Petersburg | FL | 33701 | 501(c)(3) | 501(c)(3) | $25,000 |
| Hillsborough House of Hope Inc | ||||||
| 3822 Corona St | Tampa | FL | 33629 | 501(c)(3) | 501(c)(3) | $2,500 |
| Metropolitan Ministries | ||||||
| 2301 North Tampa Street | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Mission Tampa | ||||||
| 801 E Hillsborough Ave | Tampa | FL | 33604 | 501(c)(3) | 501(c)(3) | $6,000 |
| Marc Lustgarten Pancreatic Cancer Foundation | ||||||
| 1111 Stewart Ave | Bethpage | NY | 11714 | 501(c)(3) | 501(c)(3) | $5,000 |
| Vanderbilt University | ||||||
| 2201 West End Ave | Nashville | TN | 37235 | 501(c)(3) | 501(c)(3) | $10,000 |
| Hope Children's Home | ||||||
| 11415 Hope International Drive | Tampa | FL | 33625 | 501(c)(3) | 501(c)(3) | $25,000 |
| Tampa Bay Surveying and Mapping Scholarship Fund Inc | ||||||
| 3118 W Kingston Ave | Tampa | FL | 336298922 | 501(c)(3) | 501(c)(3) | $1,000 |
| University of Tampa | ||||||
| 401 W Kennedy Blvd | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $100,000 |
| Amazing Love Ministries | ||||||
| 2801 N 17th St | Ybor City | FL | 33605 | 501(c)(3) | 501(c)(3) | $5,000 |
| Tampa Preparatory School | ||||||
| 625 North Blvd | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $10,000 |
| Zenon Ministries | ||||||
| 2823 Lake Saxon Drive | Land o Lakes | FL | 34639 | 501(c)(3) | 501(c)(3) | $5,000 |
| Rosser Family Foundation A Pure Charitable Private Operating Foundation | ||||||
| 606 Aberdeen Road | Hampton | VA | 23661 | 501(c)(3) | 501(c)(3)} | $10,000 |
| Pasco County Florida Schools | ||||||
| 22844 Weeks Blvd | Land O Lakes | FL | 34639 | 501(c)(3) | 501(c)(3) | $1,000 |
| South Hills Church Inc | ||||||
| 10227 Celtic Ash Dr | Sun City Center | FL | 33573 | 501(c)(3) | 501(c)(3) | $5,000 |
| Heifer International | ||||||
| 1 World Ave | Little Rock | AR | 72202 | 501(c)(3) | 501(c)(3) | $3,000 |
| Revelant Church Inc | ||||||
| 6805 Monet Cir | Tampa | FL | 33617 | 501(c)(3) | 501(c)(3) | $27,000 |
| Boy Scouts of Am- Gulf Ridge | ||||||
| 13228 N Central Avenue | Tampa | FL | 33612 | 501(c)(3) | 501(c)(3) | $10,000 |
| American Brain Tumor Association | ||||||
| 8550 W Bryn Mawr Ave Ste 550 | Chicago | IL | 606313225 | 501(c)(3) | 501(c)(3) | $5,000 |
| Boys & Girls Club of Tampa | ||||||
| 6400 E Chelsea St | Tampa | FL | 33610 | 501(c)(3) | 501(c)(3) | $15,000 |
| Tampa Bay Performing Arts Center | ||||||
| 1010 North WC MacInnes Place | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Reason Foundation | ||||||
| 5737 Mesmer Ave | Los Angeles | CA | 90230 | 501(c)(3) | 501(c)(3) | $5,000 |
| The Humane Society of Tampa Bay | ||||||
| 3607 North Armenia Ave | Tampa | FL | 33607 | 501(c)(3) | 501(c)(3) | $2,500 |
| Total Stageworks Theatre | ||||||
| 1120 E Kennedy Blvd | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Tamco Foundation Inc | ||||||
| 4830 West Kennedy Blvd 250 | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| Valrico Youth Soccer Club | ||||||
| PO Box 1761 | Valrico | FL | 33595 | 501(c)(3) | 501(c)(3) | $3,000 |
| Yale University | ||||||
| 157 Church Street | New Haven | CT | 06510 | 501(c)(3) | 501(c)(3) | $5,000 |
| More Health Inc | ||||||
| 3821 Henderson Blvd | Tampa | FL | 33629 | 501(c)(3) | 501(c)(3) | $10,000 |
| Lake Carroll Baptist Church | ||||||
| 12012 N Rome Ave | Tampa | FL | 33612 | 501(c)(3) | 501(c)(3) | $10,000 |
| Junior Achievement | ||||||
| 13707 N 22nd Street | Tampa | FL | 33613 | 501(c)(3) | 501(c)(3) | $1,000 |
| Kiwanis Foundation of Tampa Inc | ||||||
| 601 W Dr Martin Luther King Jr Blvd | Tampa | FL | 33603 | 501(c)(3) | 501(c)(3) | $2,500 |
| RTS Missions | ||||||
| P O Box 897 | Land O Lakes | FL | 34639 | 501(c)(3) | 501(c)(3) | $15,000 |
| Ocular Surface Foundation | ||||||
| 7000 SW 97th Ave Suite 212 | Miami | FL | 33173 | 501(c)(3) | 501(c)(3) | $20,000 |
| The Chiselers Inc | ||||||
| 401 W Kennedy Blvd | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $2,500 |
| St John's Parish Day School | ||||||
| 906 S Orleans Ave | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $1,500 |
| Summit Baptist Church | ||||||
| 4310 Moon Station Lane NW | Acworth | GA | 301013655 | 501(c)(3) | 501(c)(3) | $12,000 |
| KC's Kamp for Kids Inc | ||||||
| 200 104th Ave Ste 131 | Saint Petersburg | FL | 33706 | 501(c)(3) | 501(c)(3) | $5,000 |
| Mary Lees House Inc | ||||||
| 3501 San Jose St | Tampa | FL | 33629 | 501(c)(3) | 501(c)(3) | $2,500 |
| International Rett Syndrome Foundation | ||||||
| 4600 Devitt Dr | Cincinnati | OH | 452461104 | 501(c)(3) | 501(c)(3) | $2,500 |
| Westcoast Black Theatre Troupe of Florida Inc | ||||||
| PO Box 1086 | Sarasota | FL | 34230 | 501(c)(3) | 501(c)(3) | $6,000 |
| Moffit Cancer Center and Research Institute Foundation Inc | ||||||
| 12902 Magnolia Dr | Tampa | FL | 336129416 | 501(c)(3) | 501(c)(3) | $5,000 |
| Chi Chi Rodriguez Youth Foundation | ||||||
| 3030 Mc Mullen Booth Road | Clearwater | FL | 33761 | 501(c)(3) | 501(c)(3) | $5,000 |
| Broward Elementary School | ||||||
| 400 W Osborne Ave | Tampa | FL | 33603 | 501(c)(3) | 501(c)(3) | $10,000 |
| Learning Gate Education Foundation | ||||||
| 16215 Hanna Road | Lutz | FL | 33549 | 501(c)(3) | 501(c)(3) | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $795,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $99,372 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $301,853 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $401,225 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $401,225 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon, Myers, & Brown Tax preparation | CategoryTxt |
| Amt | $12,300 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Comerica Brokerage Acount | $37,405 | $37,405 |
| Captrust Metwest | $2,636,569 | $2,636,569 |
| Captrust 4075 | $2,569,258 | $2,569,258 |
| Captrust 4162 | $2,505,344 | $2,505,344 |
| Captrust 0553 | $492,024 | $492,024 |
| Raymond James 4665 | $2,714,372 | $2,714,372 |
| US Trust 9781 | $3,665,342 | $3,665,342 |
| US Trust 7551 | $1,094,847 | $1,094,847 |
| US Trust 3147 | $1,178,667 | $1,178,667 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Realized gains (losses) on securities | $389,230 |
| Unrealized gains (losses) on securities | $1,256,652 |
| Federal Income Tax (FYS 08/31/16) | -$5,375 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Various Brokerages Investment services | $189,364 |
| Bank of America Collection fees | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid | CategoryTxt |
| Amt | $10,648 | Amt |