DEBARTOLO FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DEBARTOLO FAMILY FOUNDATION (EIN 31-1739677)
- Tax period
- 2015-02-01 to 2016-01-31
- Filed
- 2016-09-13
- IRS object ID
- 201642579349100104
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-13T08:30:11-05:00 | ReturnTs |
| Tax Period End | 2016-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340652556 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID S MALLITZ VP-TAX DEBARTOLO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOLDINGS LLC 15436 N FLORIDA AVE | AddressLine1Txt |
| City | SUITE TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311739677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBARTOLO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBA | BusinessNameControlTxt |
| Phone | 8139088400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15436 N FLORIDA AVE STE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES D PALERMO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8139088400 | PhoneNum |
| Signature | 2016-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S MALLITZ | PreparerPersonNm |
| PTIN | P01456580 | PTIN |
| Phone | 8139088400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,198,985 | 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 | $1,522,711 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $82,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$42,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,976,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,128 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,128 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,565,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,228 | 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 |
| Interest Rev And Expnss | $33 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $745,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $747,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $737,273 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $737,273 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,484,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $737,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $329,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $980,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $980,892 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,696,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,121,607 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,218,093 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,320 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,320 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,026,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,102,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,198,985 | 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 | $3,026,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,102,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,026,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,102,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,026,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,102,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,026,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,106,657 | SubtotalAmt |
| Other Decreases | $4,158 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,102,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (244 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | P | 2015-07-23 | 2015-08-24 | $37,190 | $47,451 | -$10,261 | -$10,261 |
| ANHEUSER BUSCH INBEV SA SPON | P | 2014-10-23 | 2015-07-30 | $40,417 | $36,556 | $3,861 | $3,861 |
| ANHEUSER BUSCH INBEV SA SPON | P | 2015-08-25 | 2015-09-16 | $32,344 | $30,603 | $1,741 | $1,741 |
| BAIDU INC ADS | P | 2013-01-07 | 2015-08-24 | $17,948 | $12,803 | $5,145 | $5,145 |
| BAIDU INC ADS | P | 2013-07-09 | 2015-08-24 | $12,923 | $8,191 | $4,732 | $4,732 |
| BANKUNITED INC | P | 2015-02-17 | 2015-09-18 | $29,460 | $27,080 | $2,380 | $2,380 |
| BE AEROSPACE INC | P | 2014-11-21 | 2015-02-17 | $27,104 | $24,281 | $2,823 | $2,823 |
| BRISTOL MYERS SQUIBB CO | P | 2014-10-28 | 2015-03-24 | $40,346 | $32,861 | $7,485 | $7,485 |
| CARE CAP PPTYS INC | P | 2013-07-09 | 2015-12-08 | $7,800 | $8,890 | -$1,090 | -$1,090 |
| CDN PACIFIC RY LTD NEW | P | 2013-06-26 | 2015-08-25 | $48,341 | $43,143 | $5,198 | $5,198 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-04-18 | 2015-07-29 | $33,335 | $30,592 | $2,743 | $2,743 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-04-18 | 2015-08-25 | $14,244 | $14,211 | $33 | $33 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-04-24 | 2015-08-25 | $10,905 | $12,177 | -$1,272 | -$1,272 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-06-21 | 2015-08-25 | $53 | $50 | $3 | $3 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-06-21 | 2015-08-25 | $381 | $360 | $21 | $21 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-09-23 | 2015-08-25 | $27 | $27 | $0 | $0 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-12-18 | 2015-08-25 | $225 | $227 | -$2 | -$2 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-12-18 | 2015-08-25 | $925 | $931 | -$6 | -$6 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2013-12-18 | 2015-08-25 | $324 | $326 | -$2 | -$2 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-03-24 | 2015-08-25 | $5 | $5 | $0 | $0 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-06-23 | 2015-08-25 | $326 | $382 | -$56 | -$56 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-06-23 | 2015-08-25 | $81 | $95 | -$14 | -$14 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-09-23 | 2015-08-25 | $31 | $37 | -$6 | -$6 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-12-18 | 2015-08-25 | $372 | $424 | -$52 | -$52 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-12-18 | 2015-08-25 | $1,002 | $1,143 | -$141 | -$141 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2014-12-18 | 2015-08-25 | $1,638 | $1,868 | -$230 | -$230 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2015-03-24 | 2015-08-25 | $41 | $48 | -$7 | -$7 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2015-06-23 | 2015-08-25 | $338 | $381 | -$43 | -$43 |
| DEUTSCHE GLB INFRASTRUCTURE S | P | 2015-06-23 | 2015-08-25 | $98 | $111 | -$13 | -$13 |
| DISCOVER FINCL SVCS | P | 2015-06-11 | 2015-08-25 | $30,944 | $34,435 | -$3,491 | -$3,491 |
| EATON CORP PLC SHS | P | 2014-07-29 | 2015-07-23 | $9,146 | $10,330 | -$1,184 | -$1,184 |
| EATON CORP PLC SHS | P | 2014-10-30 | 2015-07-23 | $11,686 | $11,957 | -$271 | -$271 |
| EATON CORP PLC SHS | P | 2014-07-14 | 2015-07-23 | $26,611 | $32,292 | -$5,681 | -$5,681 |
| EXPRESS SCRIPTS HLDG CO COM | P | 2009-08-10 | 2015-12-08 | $13,161 | $4,458 | $8,703 | $8,703 |
| FIRST TR DOW JONES STOXX EUR | P | 2013-09-16 | 2015-09-24 | $27,660 | $30,404 | -$2,744 | -$2,744 |
| FIRST TR DOW JONES STOXX EUR | P | 2013-10-17 | 2015-09-24 | $25,611 | $29,603 | -$3,992 | -$3,992 |
| GENERAL ELECTRIC CO | P | 2015-01-14 | 2015-04-15 | $38,917 | $33,219 | $5,698 | $5,698 |
| HARTFORD WORLD BOND I | P | 2014-06-30 | 2015-04-30 | $65,084 | $66,882 | -$1,798 | -$1,798 |
| HARTFORD WORLD BOND I | P | 2014-07-30 | 2015-04-30 | $77 | $80 | -$3 | -$3 |
| HARTFORD WORLD BOND I | P | 2014-08-28 | 2015-04-30 | $62 | $64 | -$2 | -$2 |
| HARTFORD WORLD BOND I | P | 2014-09-29 | 2015-04-30 | $67 | $69 | -$2 | -$2 |
| HARTFORD WORLD BOND I | P | 2014-10-29 | 2015-04-30 | $61 | $62 | -$1 | -$1 |
| HARTFORD WORLD BOND I | P | 2014-11-26 | 2015-04-30 | $59 | $60 | -$1 | -$1 |
| HARTFORD WORLD BOND I | P | 2014-12-30 | 2015-04-30 | $1,874 | $1,870 | $4 | $4 |
| HARTFORD WORLD BOND I | P | 2015-01-29 | 2015-04-30 | $44 | $44 | $0 | $0 |
| HARTFORD WORLD BOND I | P | 2015-02-26 | 2015-04-30 | $50 | $50 | $0 | $0 |
| HARTFORD WORLD BOND I | P | 2015-03-30 | 2015-04-30 | $50 | $51 | -$1 | -$1 |
| HARTFORD WORLD BOND I | P | 2015-04-29 | 2015-06-03 | $52 | $52 | $0 | $0 |
| HARTFORD WORLD BOND I | P | 2015-05-28 | 2015-06-03 | $0 | $0 | ||
| INGERSOLL-RAND PLC SHS | P | 2015-07-29 | 2015-09-18 | $29,860 | $33,366 | -$3,506 | -$3,506 |
| INTEL CORP | P | 2009-08-10 | 2015-03-13 | $24,867 | $15,783 | $9,084 | $9,084 |
| INTEL CORP | P | 2011-11-04 | 2015-03-13 | $5,833 | $4,523 | $1,310 | $1,310 |
| ISHARES RUSSELL 2000 ETF | P | 2015-01-06 | 2015-08-25 | $47,575 | $49,883 | -$2,308 | -$2,308 |
| JANUS GLB UNCONSTRAINED BD I | P | 2014-10-31 | 2015-05-13 | $65,094 | $66,428 | -$1,334 | -$1,334 |
| JANUS GLB UNCONSTRAINED BD I | P | 2014-11-28 | 2015-05-13 | $42 | $43 | -$1 | -$1 |
| JANUS GLB UNCONSTRAINED BD I | P | 2014-12-31 | 2015-05-13 | $70 | $71 | -$1 | -$1 |
| JANUS GLB UNCONSTRAINED BD I | P | 2015-01-30 | 2015-05-13 | $49 | $50 | -$1 | -$1 |
| JANUS GLB UNCONSTRAINED BD I | P | 2015-02-27 | 2015-05-13 | $130 | $132 | -$2 | -$2 |
| JANUS GLB UNCONSTRAINED BD I | P | 2015-03-31 | 2015-05-13 | $151 | $154 | -$3 | -$3 |
| JANUS GLB UNCONSTRAINED BD I | P | 2015-04-30 | 2015-05-13 | $112 | $115 | -$3 | -$3 |
| JOHN HANCOCK FLOATING RT I | P | 2014-09-04 | 2015-06-01 | $83,304 | $86,352 | -$3,048 | -$3,048 |
| JOHN HANCOCK FLOATING RT I | P | 2014-09-30 | 2015-06-01 | $222 | $227 | -$5 | -$5 |
| JOHN HANCOCK FLOATING RT I | P | 2014-10-31 | 2015-06-01 | $336 | $343 | -$7 | -$7 |
| JOHN HANCOCK FLOATING RT I | P | 2014-11-28 | 2015-06-01 | $332 | $338 | -$6 | -$6 |
| JOHN HANCOCK FLOATING RT I | P | 2014-12-23 | 2015-06-01 | $215 | $213 | $2 | $2 |
| JOHN HANCOCK FLOATING RT I | P | 2014-12-31 | 2015-06-01 | $593 | $588 | $5 | $5 |
| JOHN HANCOCK FLOATING RT I | P | 2015-01-30 | 2015-06-01 | $364 | $360 | $4 | $4 |
| JOHN HANCOCK FLOATING RT I | P | 2015-02-27 | 2015-06-01 | $330 | $330 | $0 | $0 |
| JOHN HANCOCK FLOATING RT I | P | 2015-03-31 | 2015-06-01 | $359 | $358 | $1 | $1 |
| JOHN HANCOCK FLOATING RT I | P | 2015-04-30 | 2015-06-01 | $336 | $337 | -$1 | -$1 |
| JOHN HANCOCK FLOATING RT I | P | 2015-05-29 | 2015-12-08 | $322 | $350 | -$28 | -$28 |
| JOHN HANCOCK FLOATING RT I | P | 2015-06-30 | 2015-12-08 | $33 | $35 | -$2 | -$2 |
| JOHN HANCOCK FLOATING RT I | P | 2015-07-31 | 2015-12-08 | $1 | $2 | -$1 | -$1 |
| JOHN HANCOCK FLOATING RT I | P | 2015-08-31 | 2015-12-08 | $1 | $2 | -$1 | -$1 |
| JOHN HANCOCK FLOATING RT I | P | 2015-09-30 | 2015-12-08 | $1 | $2 | -$1 | -$1 |
| JOHN HANCOCK FLOATING RT I | P | 2015-10-30 | 2015-12-08 | $2 | $2 | $0 | $0 |
| JOHN HANCOCK FLOATING RT I | P | 2015-11-30 | 2015-12-08 | $2 | $2 | $0 | $0 |
| KLX INC COM | P | 2014-11-21 | 2015-02-17 | $8,574 | $9,561 | -$987 | -$987 |
| LORD ABBETT SHT DURATION INC F | P | 2014-07-24 | 2015-05-13 | $49,009 | $50,000 | -$991 | -$991 |
| LORD ABBETT SHT DURATION INC F | P | 2014-07-31 | 2015-05-13 | $15 | $16 | -$1 | -$1 |
| LORD ABBETT SHT DURATION INC F | P | 2014-08-29 | 2015-05-13 | $162 | $165 | -$3 | -$3 |
| LORD ABBETT SHT DURATION INC F | P | 2014-09-30 | 2015-05-13 | $160 | $161 | -$1 | -$1 |
| LORD ABBETT SHT DURATION INC F | P | 2014-10-31 | 2015-05-13 | $155 | $157 | -$2 | -$2 |
| LORD ABBETT SHT DURATION INC F | P | 2014-11-28 | 2015-05-13 | $158 | $160 | -$2 | -$2 |
| LORD ABBETT SHT DURATION INC F | P | 2014-12-31 | 2015-05-13 | $166 | $166 | $0 | $0 |
| LORD ABBETT SHT DURATION INC F | P | 2015-01-30 | 2015-05-13 | $162 | $162 | $0 | $0 |
| LORD ABBETT SHT DURATION INC F | P | 2015-02-27 | 2015-05-13 | $164 | $164 | $0 | $0 |
| LORD ABBETT SHT DURATION INC F | P | 2015-03-31 | 2015-05-13 | $169 | $169 | $0 | $0 |
| LORD ABBETT SHT DURATION INC F | P | 2015-04-30 | 2015-05-13 | $170 | $170 | $0 | $0 |
| MACY'S INC | P | 2014-10-21 | 2015-03-26 | $26,583 | $24,121 | $2,462 | $2,462 |
| MACY'S INC | P | 2014-11-13 | 2015-03-26 | $8,861 | $8,446 | $415 | $415 |
| MEDIVATION INC | P | 2014-08-06 | 2015-03-26 | $21,044 | $12,480 | $8,564 | $8,564 |
| MELCO CROWN ENTERTAINMENT ADR | P | 2010-01-05 | 2015-05-13 | $58,367 | $12,222 | $46,145 | $46,145 |
| MFS INTERNATIONAL VALUE I | P | 2012-11-01 | 2015-06-05 | $20,561 | $15,507 | $5,054 | $5,054 |
| MICHAEL KORS HOLDINGS LTD | P | 2014-07-28 | 2015-05-27 | $18,809 | $33,235 | -$14,426 | -$14,426 |
| MONSANTO CO/NEW | P | 2014-06-16 | 2015-08-06 | $28,420 | $33,167 | -$4,747 | -$4,747 |
| OPPENHEIMER EMERG MKTS INNOV Y | P | 2015-05-27 | 2015-08-24 | $27,693 | $34,490 | -$6,797 | -$6,797 |
| PJT PARTNERS INC COM CL A | P | 2014-10-17 | 2015-09-30 | $17 | $3 | $14 | $14 |
| PJT PARTNERS INC COM CL A | P | 2014-10-17 | 2015-12-08 | $581 | $99 | $482 | $482 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-06-10 | 2015-07-08 | $39,169 | $42,228 | -$3,059 | -$3,059 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-06-10 | 2015-09-24 | $32,213 | $35,977 | -$3,764 | -$3,764 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-06-30 | 2015-09-24 | $224 | $252 | -$28 | -$28 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-07-31 | 2015-09-24 | $232 | $257 | -$25 | -$25 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-08-29 | 2015-09-24 | $228 | $255 | -$27 | -$27 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-09-30 | 2015-09-24 | $234 | $257 | -$23 | -$23 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-10-31 | 2015-09-24 | $231 | $254 | -$23 | -$23 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-11-26 | 2015-09-24 | $232 | $254 | -$22 | -$22 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-12-17 | 2015-09-24 | $483 | $501 | -$18 | -$18 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-12-17 | 2015-09-24 | $1,296 | $1,345 | -$49 | -$49 |
| PRINCIPAL GLB DIVERS INC P | P | 2014-12-29 | 2015-09-24 | $590 | $620 | -$30 | -$30 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-01-30 | 2015-09-24 | $255 | $267 | -$12 | -$12 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-02-27 | 2015-09-24 | $249 | $264 | -$15 | -$15 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-03-31 | 2015-09-24 | $254 | $267 | -$13 | -$13 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-04-30 | 2015-09-24 | $251 | $267 | -$16 | -$16 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-05-29 | 2015-09-24 | $252 | $268 | -$16 | -$16 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-06-30 | 2015-09-24 | $260 | $270 | -$10 | -$10 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-07-31 | 2015-09-24 | $130 | $135 | -$5 | -$5 |
| PRINCIPAL GLB DIVERS INC P | P | 2015-08-31 | 2015-09-24 | $133 | $135 | -$2 | -$2 |
| SCHLUMBERGER LTD | P | 2014-12-04 | 2015-08-25 | $19,460 | $22,895 | -$3,435 | -$3,435 |
| UNITED CONTINENTAL HLDGS INC | P | 2014-07-23 | 2015-12-08 | $7,019 | $5,546 | $1,473 | $1,473 |
| UNITED TECHNOLOGIES CORP | P | 2014-12-04 | 2015-09-22 | $26,909 | $33,993 | -$7,084 | -$7,084 |
| WEYERHAEUSER CO | P | 2013-10-22 | 2015-08-24 | $29,077 | $30,937 | -$1,860 | -$1,860 |
| WISDOMTREE EUROPE HEDGED EQUIT | P | 2015-01-22 | 2015-06-05 | $16,561 | $15,332 | $1,229 | $1,229 |
| AMERICAN EXPRESS CO | P | 2014-10-22 | 2016-01-20 | $26,342 | $36,079 | -$9,737 | -$9,737 |
| BOEING CO | P | 2014-02-07 | 2016-01-07 | $33,106 | $31,136 | $1,970 | $1,970 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-04-30 | 2016-01-19 | $53,412 | $69,279 | -$15,867 | -$15,867 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-05-13 | 2016-01-19 | $10,045 | $13,130 | -$3,085 | -$3,085 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-06-22 | 2016-01-19 | $1,184 | $1,525 | -$341 | -$341 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-06-22 | 2016-01-19 | $155 | $200 | -$45 | -$45 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-06-22 | 2016-01-19 | $457 | $589 | -$132 | -$132 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-09-22 | 2016-01-19 | $514 | $606 | -$92 | -$92 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-12-14 | 2016-01-19 | $1,556 | $1,660 | -$104 | -$104 |
| COLUMBIA CONVERTIBLE SECS Z | P | 2015-12-14 | 2016-01-19 | $1,884 | $2,010 | -$126 | -$126 |
| DEUTSCHE FLOATING RATE S | P | 2015-06-01 | 2016-01-20 | $78,434 | $86,390 | -$7,956 | -$7,956 |
| DEUTSCHE FLOATING RATE S | P | 2015-06-23 | 2016-01-20 | $274 | $300 | -$26 | -$26 |
| DEUTSCHE FLOATING RATE S | P | 2015-07-24 | 2016-01-20 | $285 | $310 | -$25 | -$25 |
| DEUTSCHE FLOATING RATE S | P | 2015-08-24 | 2016-01-20 | $291 | $311 | -$20 | -$20 |
| DEUTSCHE FLOATING RATE S | P | 2015-09-23 | 2016-01-20 | $294 | $312 | -$18 | -$18 |
| DEUTSCHE FLOATING RATE S | P | 2015-10-23 | 2016-01-20 | $299 | $313 | -$14 | -$14 |
| DEUTSCHE FLOATING RATE S | P | 2015-11-20 | 2016-01-20 | $305 | $315 | -$10 | -$10 |
| DEUTSCHE FLOATING RATE S | P | 2015-12-08 | 2016-01-20 | $374 | $383 | -$9 | -$9 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2012-08-15 | 2016-01-20 | $131,931 | $140,940 | -$9,009 | -$9,009 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2012-08-31 | 2016-01-20 | $180 | $193 | -$13 | -$13 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2012-09-28 | 2016-01-20 | $469 | $510 | -$41 | -$41 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2012-10-31 | 2016-01-20 | $412 | $450 | -$38 | -$38 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2012-11-30 | 2016-01-20 | $444 | $488 | -$44 | -$44 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2012-12-31 | 2016-01-20 | $1,409 | $1,557 | -$148 | -$148 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-01-31 | 2016-01-20 | $468 | $522 | -$54 | -$54 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-02-28 | 2016-01-20 | $445 | $497 | -$52 | -$52 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-03-28 | 2016-01-20 | $621 | $694 | -$73 | -$73 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-04-30 | 2016-01-20 | $273 | $310 | -$37 | -$37 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-05-31 | 2016-01-20 | $375 | $428 | -$53 | -$53 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-06-28 | 2016-01-20 | $211 | $236 | -$25 | -$25 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-07-31 | 2016-01-20 | $194 | $218 | -$24 | -$24 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-08-30 | 2016-01-20 | $278 | $311 | -$33 | -$33 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-09-30 | 2016-01-20 | $350 | $392 | -$42 | -$42 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-10-31 | 2016-01-20 | $376 | $424 | -$48 | -$48 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-11-29 | 2016-01-20 | $364 | $410 | -$46 | -$46 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2013-12-31 | 2016-01-20 | $411 | $468 | -$57 | -$57 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-01-31 | 2016-01-20 | $302 | $341 | -$39 | -$39 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-02-28 | 2016-01-20 | $290 | $328 | -$38 | -$38 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-03-31 | 2016-01-20 | $320 | $364 | -$44 | -$44 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-04-30 | 2016-01-20 | $298 | $338 | -$40 | -$40 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-05-30 | 2016-01-20 | $312 | $353 | -$41 | -$41 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-06-30 | 2016-01-20 | $295 | $333 | -$38 | -$38 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-07-31 | 2016-01-20 | $284 | $323 | -$39 | -$39 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-08-29 | 2016-01-20 | $286 | $322 | -$36 | -$36 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-09-30 | 2016-01-20 | $238 | $270 | -$32 | -$32 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-10-31 | 2016-01-20 | $282 | $316 | -$34 | -$34 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-11-28 | 2016-01-20 | $399 | $443 | -$44 | -$44 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-12-26 | 2016-01-20 | $825 | $910 | -$85 | -$85 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2014-12-31 | 2016-01-20 | $287 | $315 | -$28 | -$28 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-01-30 | 2016-01-20 | $309 | $332 | -$23 | -$23 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-02-27 | 2016-01-20 | $293 | $319 | -$26 | -$26 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-03-31 | 2016-01-20 | $342 | $368 | -$26 | -$26 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-04-30 | 2016-01-20 | $396 | $426 | -$30 | -$30 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-05-29 | 2016-01-20 | $395 | $428 | -$33 | -$33 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-06-30 | 2016-01-20 | $422 | $452 | -$30 | -$30 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-07-31 | 2016-01-20 | $435 | $466 | -$31 | -$31 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-08-31 | 2016-01-20 | $382 | $406 | -$24 | -$24 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-09-30 | 2016-01-20 | $328 | $346 | -$18 | -$18 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-10-30 | 2016-01-20 | $390 | $414 | -$24 | -$24 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-11-30 | 2016-01-20 | $459 | $485 | -$26 | -$26 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-12-28 | 2016-01-20 | $2,118 | $2,177 | -$59 | -$59 |
| GOLDMAN SACHS STRATEGIC INC I | P | 2015-12-31 | 2016-01-20 | $414 | $425 | -$11 | -$11 |
| KKR & CO LP | P | 2015-04-16 | 2016-01-20 | $19,039 | $34,128 | -$15,089 | -$15,089 |
| LEGG MASON BW ALT CREDIT I | P | 2015-05-13 | 2016-01-19 | $17,328 | $19,695 | -$2,367 | -$2,367 |
| LEGG MASON BW ALT CREDIT I | P | 2014-09-30 | 2016-01-19 | $27,854 | $33,036 | -$5,182 | -$5,182 |
| LEGG MASON BW ALT CREDIT I | P | 2014-10-31 | 2016-01-19 | $43 | $51 | -$8 | -$8 |
| LEGG MASON BW ALT CREDIT I | P | 2014-11-28 | 2016-01-19 | $38 | $45 | -$7 | -$7 |
| LEGG MASON BW ALT CREDIT I | P | 2014-12-10 | 2016-01-19 | $426 | $483 | -$57 | -$57 |
| LEGG MASON BW ALT CREDIT I | P | 2014-12-10 | 2016-01-19 | $493 | $558 | -$65 | -$65 |
| LEGG MASON BW ALT CREDIT I | P | 2014-12-31 | 2016-01-19 | $70 | $79 | -$9 | -$9 |
| LEGG MASON BW ALT CREDIT I | P | 2015-01-30 | 2016-01-19 | $35 | $40 | -$5 | -$5 |
| LEGG MASON BW ALT CREDIT I | P | 2015-02-27 | 2016-01-19 | $37 | $42 | -$5 | -$5 |
| LEGG MASON BW ALT CREDIT I | P | 2015-03-31 | 2016-01-19 | $44 | $50 | -$6 | -$6 |
| LEGG MASON BW ALT CREDIT I | P | 2015-04-30 | 2016-01-19 | $43 | $49 | -$6 | -$6 |
| LEGG MASON BW ALT CREDIT I | P | 2015-05-29 | 2016-01-19 | $71 | $81 | -$10 | -$10 |
| LEGG MASON BW ALT CREDIT I | P | 2015-06-30 | 2016-01-19 | $104 | $116 | -$12 | -$12 |
| LEGG MASON BW ALT CREDIT I | P | 2015-07-31 | 2016-01-19 | $110 | $121 | -$11 | -$11 |
| LEGG MASON BW ALT CREDIT I | P | 2015-08-31 | 2016-01-19 | $106 | $116 | -$10 | -$10 |
| LEGG MASON BW ALT CREDIT I | P | 2015-09-30 | 2016-01-19 | $122 | $131 | -$9 | -$9 |
| LEGG MASON BW ALT CREDIT I | P | 2015-10-30 | 2016-01-19 | $122 | $128 | -$6 | -$6 |
| LEGG MASON BW ALT CREDIT I | P | 2015-11-30 | 2016-01-19 | $74 | $78 | -$4 | -$4 |
| LEGG MASON BW ALT CREDIT I | P | 2015-12-29 | 2016-01-19 | $1,500 | $1,515 | -$15 | -$15 |
| LEGG MASON BW ALT CREDIT I | P | 2015-12-31 | 2016-01-19 | $12 | $12 | $0 | $0 |
| MOBILEYE N.V. | P | 2015-06-09 | 2016-01-19 | $4,249 | $7,342 | -$3,093 | -$3,093 |
| MOBILEYE N.V. | P | 2014-09-03 | 2016-01-19 | $10,219 | $16,864 | -$6,645 | -$6,645 |
| MOBILEYE N.V. | P | 2014-11-13 | 2016-01-19 | $5,276 | $9,207 | -$3,931 | -$3,931 |
| PUTNAM CAPITAL SPECTRUM Y | P | 2014-02-12 | 2016-01-06 | $42,780 | $47,529 | -$4,749 | -$4,749 |
| PUTNAM CAPITAL SPECTRUM Y | P | 2014-12-05 | 2016-01-06 | $751 | $895 | -$144 | -$144 |
| PUTNAM CAPITAL SPECTRUM Y | P | 2014-12-05 | 2016-01-06 | $892 | $1,064 | -$172 | -$172 |
| PUTNAM CAPITAL SPECTRUM Y | P | 2015-12-07 | 2016-01-06 | $2,060 | $2,149 | -$89 | -$89 |
| PUTNAM CAPITAL SPECTRUM Y | P | 2015-12-07 | 2016-01-06 | $469 | $489 | -$20 | -$20 |
| PUTNAM CAPITAL SPECTRUM Y | P | 2015-12-07 | 2016-01-06 | $141 | $147 | -$6 | -$6 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-05-13 | 2016-01-07 | $30,115 | $32,824 | -$2,709 | -$2,709 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-05-14 | 2016-01-07 | $117 | $127 | -$10 | -$10 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-06-16 | 2016-01-07 | $131 | $140 | -$9 | -$9 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-07-14 | 2016-01-07 | $128 | $137 | -$9 | -$9 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-08-14 | 2016-01-07 | $134 | $142 | -$8 | -$8 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-09-15 | 2016-01-07 | $136 | $142 | -$6 | -$6 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-10-14 | 2016-01-07 | $136 | $138 | -$2 | -$2 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-11-16 | 2016-01-07 | $140 | $144 | -$4 | -$4 |
| PUTNAM DIVERSIFIED INC TR Y | P | 2015-12-15 | 2016-01-07 | $143 | $144 | -$1 | -$1 |
| SPLUNK INC | P | 2015-10-07 | 2016-01-20 | $12,748 | $15,787 | -$3,039 | -$3,039 |
| SPLUNK INC | P | 2015-11-20 | 2016-01-20 | $9,975 | $14,099 | -$4,124 | -$4,124 |
| SPLUNK INC | P | 2015-11-25 | 2016-01-20 | $1,476 | $1,958 | -$482 | -$482 |
| SUMITOMO MITSUI FINL GROUP INC | P | 2015-02-12 | 2016-01-20 | $5,087 | $5,447 | -$360 | -$360 |
| SUMITOMO MITSUI FINL GROUP INC | P | 2015-02-12 | 2016-01-20 | $7,588 | $8,174 | -$586 | -$586 |
| SUMITOMO MITSUI FINL GROUP INC | P | 2015-02-12 | 2016-01-20 | $6,291 | $6,806 | -$515 | -$515 |
| SUMITOMO MITSUI FINL GROUP INC | P | 2015-02-12 | 2016-01-20 | $4,989 | $5,447 | -$458 | -$458 |
| SUMITOMO MITSUI FINL GROUP INC | P | 2015-02-12 | 2016-01-21 | $7,470 | $8,181 | -$711 | -$711 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2013-11-18 | 2016-01-20 | $47,175 | $50,000 | -$2,825 | -$2,825 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2013-12-20 | 2016-01-20 | $191 | $206 | -$15 | -$15 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2014-12-12 | 2016-01-20 | $282 | $308 | -$26 | -$26 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2014-12-12 | 2016-01-20 | $450 | $491 | -$41 | -$41 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2014-12-19 | 2016-01-20 | $482 | $539 | -$57 | -$57 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2015-12-11 | 2016-01-20 | $536 | $600 | -$64 | -$64 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2015-12-11 | 2016-01-20 | $895 | $1,001 | -$106 | -$106 |
| UNDISCOVERED MNGR BHVRL VL SEL | P | 2015-12-21 | 2016-01-20 | $377 | $417 | -$40 | -$40 |
| GOLDMAN SACHS GRP INC | D | 2015-03-03 | 2015-03-04 | $3,958 | $3,958 | $3,958 | |
| GOLDMAN SACHS GRP INC | D | 2009-01-13 | 2015-03-04 | $10,744 | $4,349 | $6,395 | $6,395 |
| MORGAN STANLEY | D | 2012-01-03 | 2015-02-24 | $490 | $240 | $250 | $250 |
| CAPITAL GAINS DIVIDENDS | P | $14,514 | $14,514 | $14,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$42,499 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $641,776 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,458,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.185587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $567,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,265,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.173645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $417,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,008,284 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.138680 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $403,519 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,809,416 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,077 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,537,066 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.162029 | DistributionYr5Rt |
| Total Distribution | 0.803572 | TotalDistributionRt |
| Average Distribution | 0.160714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,567,180 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $573,296 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $491 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $573,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $737,273 | 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 | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $491 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DEBARTOLOFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | DEBARTOLO HOLDINGS LLC | IndividualWithBooksNm |
| Phone | 8139088400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15436 N FLORIDA AVE SUITE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD J DEBARTOLO JR | ||||||||
| 16210 SIERRA DE AVILA | TAMPA | FL | 33613 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CYNTHIA R DEBARTOLO | ||||||||
| 16210 SIERRA DE AVILA | TAMPA | FL | 33613 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA MARIE DEBARTOLO | ||||||||
| 934 S GOLF VIEW ST | TAMPA | FL | 33629 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| TIFFANIE L DEBARTOLO | ||||||||
| 410 MAGEE AVE | MILL VALLEY | CA | 94941 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| NICOLE A DEBARTOLO | ||||||||
| 5138 WEST LONGFELLOW AVENUE | TAMPA | FL | 33629 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES D PALERMO | ||||||||
| 622 DANUBE AVENUE | TAMPA | FL | 33606 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID S MALLITZ | ||||||||
| 16211 TALAVERA DE AVILA | TAMPA | FL | 33613 | TREASURER | 0.00 | $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 |
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 | $3,087,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $533,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,621,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,621,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,567,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $177,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $177,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $177,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $737,273 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $737,273 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $491 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $736,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $285,629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $265,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,311 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $406,569 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $471,626 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,697,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $737,273 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $177,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $559,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,257,052 | 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 | $285,629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,971,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $265,512 | ExcessFromYear4Amt |
| Excess From Year3 | $268,311 | ExcessFromYear3Amt |
| Excess From Year2 | $406,569 | ExcessFromYear2Amt |
| Excess From Year1 | $471,626 | ExcessFromYear1Amt |
| Excess From Current Year | $559,405 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD J DEBARTOLO JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15436 N FLORIDA AVE STE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8139648302 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP OR GRANT APPLICATION FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST FOR SCHOLARSHIPS; NO DEADLINE FOR GRANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | TAMPA BAY AREA; FUNDS MUST BE USED FOR PROGRAMS AND NOT ADMINISTRATIVE COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (180 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A LIFE STORY FOUNDATION | ||||||||
| 15804 CLEARLAKE AVENUE | LAKEWOOD RANCH | FL | 34202 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $7,500 | |
| ABIGAIL DEAN | ||||||||
| 919 E EMMA STREET | TAMPA | FL | 33603 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ABIGAIL DELISLE | ||||||||
| 18001 AVALON LANE | TAMPA | FL | 33647 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| AILENA HECTOR | ||||||||
| 4923 5TH STREET | NEW PORT RICHEY | FL | 34653 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ALEXANDRIA SEALY | ||||||||
| 4136 WIGGINS DRIVE | NEW PORT RICHEY | FL | 34652 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ALEXANDRIA TRELEVAS | ||||||||
| 12713 N ARMENIA AVENUE | TAMPA | FL | 33612 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ALEXUS WATSON | ||||||||
| 915 NORMANDY TRACE RD | TAMPA | FL | 33602 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ALL CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 3142 | ST PETERSBURG | FL | 33731 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| AMBER JOHNSON | ||||||||
| 1872 EMILY DRIVE | WINTER HAVEN | FL | 33884 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $200 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 11207 BLUE HERON BLVD NORTH | ST PETERSBURG | FL | 33716 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| ANDREAS PERELLO GARCIA | ||||||||
| 3603 OLDE LANARK DRIVE | LAND O LAKES | FL | 34638 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ANGEL FLIGHT SOUTHEAST | ||||||||
| 8864 AIRPORT BLVD | LEESBURG | FL | 34788 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| ANGELIQUE FRANCOIS | ||||||||
| 13628 SILVER CHARM COURT | RIVERVIEW | FL | 33579 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ARIANA GARLAND | ||||||||
| 10748 NAVIGATION DRIVE | RIVERVIEW | FL | 33579 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| AT & T PIONEERS | ||||||||
| 3405 W MLK JR BLVD 3105 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| ATHLETES & CAUSES | ||||||||
| PO BOX 1486 | THONOTOSASSA | FL | 33582 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| AUSTIN SHEARER | ||||||||
| 7601 ATHERTON AVENUE | NEW PORT RICHEY | FL | 34655 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| BENEDICT HAVEN INC | ||||||||
| 210 72ND STREET | ST PETERSBURG | FL | 33702 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,800 | |
| BENJAMIN MORRISON | ||||||||
| 39303 LOUISE DRIVE | ZEPHYRHILLS | FL | 33540 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF TAMPA BAY | ||||||||
| 1307 N MACDILL AVE | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $7,500 | |
| BREANNE BROWN | ||||||||
| 4614 PORTOBELLO CIRCLE | VALRICO | FL | 33596 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| BUDDY BASEBALL | ||||||||
| PO BOX 290361 | TEMPLE TERRACE | FL | 336870361 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| CALVIN WORKS | ||||||||
| 5311 BURCHETTE ROAD | TAMPA | FL | 33647 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| CAMINITI EXCEPTIONAL CENTER | ||||||||
| 2600 WEST HUMPHREY | TAMPA | FL | 33511 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| CARMEN WISPE | ||||||||
| 201 EKIRBY STREET | TAMPA | FL | 33604 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| CENTER FOR ALTERNATIVE BUILDING STUDIES | ||||||||
| 843 W ELNA RAE STREET | TEMPE | AZ | 85281 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| CHAMPIONS FOR CHILDREN | ||||||||
| 3108 W AZEELE STREET | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| CHARLES KEENE | ||||||||
| 3609 W WATROUS AVENUE | TAMPA | FL | 33629 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| CHILDREN'S CANCER CENTER | ||||||||
| 4901 WEST CYPRESS STREET | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,560 | |
| CHILDREN'S DREAM FUND | ||||||||
| ONE PROGRESS PLAZA SUITE 820 | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,000 | |
| CHRISSY'S WISH MEMORIAL FUND | ||||||||
| 13 HERRICK AVENUE | DIX HILLS | NY | 11746 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| CLEARWATER FREE CLINIC | ||||||||
| 707 N FORT HARRISON STREET | CLEARWATER | FL | 33755 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| COMMUNITY FOUNDATION OF TAMPA BAY | ||||||||
| 550 N REO STREET SUITE 301 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| CRISIS CENTER OF TAMPA BAY INC | ||||||||
| ONE CRISIS CENTER PLAZA | TAMPA | FL | 33613 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 5100 WEST KENNEDY BLVD STE 195 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| DANA STERNEMAN | ||||||||
| 10025 GLEN MOOR LANE | PORT RICHEY | FL | 34668 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| DELIVER THE DREAM | ||||||||
| 3223 NW 10TH TERRACE STE 602 | FT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| DESTINY BRUNO | ||||||||
| 1080 STATE ROAD 60 EAST | LAKE WALES | FL | 33853 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| EAST BAY YOUTH ATHLETICS | ||||||||
| 10811 NEWBRIDGE DRIVE | RIVERVIEW | FL | 33579 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $300 | |
| EMERGENCY CARE HELP ORGANIZATION | ||||||||
| 507 N PARSONS AVE | BRANDON | FL | 33510 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| EQUALITY FLORIDA | ||||||||
| PO BOX 20786 | TAMPA | FL | 336220786 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| EVERYDAY BLESSINGS | ||||||||
| PO BOX 1264 | THONOTOSASSA | FL | 33592 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| FAIRY TAIL ENDINGS | ||||||||
| 2703 FORT WORTH STREET | SARASOTA | FL | 34231 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| FAMILY ENRICHMENT CENTER | ||||||||
| 1002 E MARTIN LUTHER KING JR | TAMPA | FL | 33603 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | BOULEVARD |
| FAMILY RESOURCES INC | ||||||||
| 5180 62ND AVENUE N | PINELLAS PARK | FL | 33781 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| FIRST PLACE FOR YOUTH | ||||||||
| 426 17TH STREET | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| FLORIDA GULF COAST ALZHEIMERS ASSOCIATION | ||||||||
| 14010 ROOSEVELT BLVD 709 | CLEARWATER | FL | 33762 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| FLORIDA POODLE RESCUE | ||||||||
| 2340 SHADOW OAKS ROAD | SARASOTA | FL | 34240 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| FLORIDA SHERIFFS YOUTH RANCHES | ||||||||
| 2486 CECIL WEBB PLACE | LIVE OAK | FL | 32064 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| FRAMEWORKS OF TAMPA BAY | ||||||||
| 402 E OAK AVENUE | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| FRANK IZAGUIRRE | ||||||||
| 2105 W CLIFTON STREET | TAMPA | FL | 33603 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| FRANKIE'S FRIENDS | ||||||||
| 3000 BUSCH LAKE BLVD | TAMPA | FL | 33614 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $31,204 | |
| FREDDIE SOLOMON LEGACY FOUNDATION INC | ||||||||
| 18110 PALM BEACH DRIVE | TAMPA | FL | 33647 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $40,235 | |
| FREEDOM TO WALK FOUNDATION | ||||||||
| PO BOX 2815 | RIVERVIEW | FL | 33568 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| FRIENDS OF HILLSBOROUGH CTY ANIMAL SVCS | ||||||||
| PO BOX 3930 | BRANDON | FL | 33509 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| FRIENDS OF JOSHUA HOUSE FOUNDATION | ||||||||
| PO BOX 26333 | TAMPA | FL | 33623 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| GASPARILLA MUSIC FESTIVAL | ||||||||
| PO BOX 172986 | TAMPA | FL | 33762 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| GEORGY BAZILE | ||||||||
| 2402 29TH STREET | WINTER HAVEN | FL | 33881 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| GLAZER CHILDREN'S MUSEUM | ||||||||
| 110 W GASPARILLA PLAZA | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| GO BALD FOR CANCER | ||||||||
| 1002 S HARBOUR ISLAND BLVD 1112 | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| HABITAT FOR HUMANITY OF PINELLAS COUNTY | ||||||||
| 13355 49TH STREET NORTH | CLEARWATER | FL | 33762 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| HERNANDO EDUCATION FOUNDATION | ||||||||
| 801 N BROAD ST | BROOKSVILLE | FL | 34601 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| HILLSBOROUGH COUNTY FIRE & RESCUE FDTN | ||||||||
| 2709 E HANNA AVENUE | TAMPA | FL | 33610 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,000 | |
| HUMANE SOCIETY OF NORTHWEST MONTANA | ||||||||
| 100 ADOPT A PET WAY | KALISPELL | MT | 59901 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| HUMANE SOCIETY OF TAMPA BAY | ||||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,500 | |
| IAN BECKLES FOUNDATION | ||||||||
| PO BOX 320873 | TAMPA | FL | 33679 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| IDA VANDAMME | ||||||||
| 8922 PRITCHER ROAD | LITHIA | FL | 33547 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| INSPIRE FOUNDATION | ||||||||
| 10403 TASSEL STREET | SPRING HILL | FL | 34608 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| IVAN PINEDA RODRIGUEZ | ||||||||
| 2318 VALRICO FOREST DRIVE | VALRICO | FL | 33594 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JACKSON IN ACTION 83 FOUNDATION | ||||||||
| 3225 S MACDILL AVE STE 129 BOX 230 | TAMPA | FL | 33629 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| JACKSON IN ACTION 83 FOUNDATION | ||||||||
| 3225 S MACDILL AVE STE 129 BOX 230 | TAMPA | FL | 33629 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| JASON ACKERMAN FOUNDATION | ||||||||
| 18761 HILLSTONE DRIVE | ODESSA | FL | 33556 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,000 | |
| JAY MANAGEMENT GROUP | ||||||||
| 3715 W HORATIO ST | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $750 | |
| JAYLENS CHALLENGE FOUNDATION | ||||||||
| PO BOX 93653 | LAKELAND | FL | 33804 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| JEFF YANG | ||||||||
| 12824 TURNSTONE COURT | HUDSON | FL | 34669 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JESSICA LEHMANN | ||||||||
| 6931 MENIFEE CT APT 1 | NEW PORT RICHEY | FL | 34653 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JESSICA LYNCH-FOUST | ||||||||
| 526 RICHMOND STREET | DUNEDIN | FL | 34698 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JOSHUA JACKSON | ||||||||
| 519 HUNTER STREET | LAKELAND | FL | 33803 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| JUST IN QUESO FOUNDATION | ||||||||
| 9439 FOREST CITY ROAD 1000 | ALTAMONTE SPRINGS | FL | 32714 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| KIARA WOOD-MYRICK | ||||||||
| 12307 CORNSTOCK STREET | SPRING HILL | FL | 34609 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| KIDS WITH A CALL INC | ||||||||
| PO BOX 7771 | TAMPA | FL | 33673 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| LIFEPATH HOSPICE | ||||||||
| 3010 W AZEELE STREET | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $11,214 | |
| LOGAN COHEN | ||||||||
| 7719 BRISTOL PARK DRIVE | APOLLO BEACH | FL | 33572 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MADISON MARRERO | ||||||||
| 1400 BANANA ROAD 67 | LAKELAND | FL | 33810 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MALLORY HILLARY | ||||||||
| 409 RONELE DRIVE | BRANDON | FL | 33511 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MARCH OF DIMES | ||||||||
| 405 N REO STREET STE 220 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| MARISA MALIN | ||||||||
| 7436 HUNTERS GREEN CIRCLE | LAKELAND | FL | 33810 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MICHELLE DO | ||||||||
| 11141 GOLDEN SILENCE DRIVE | RIVERVIEW | FL | 33579 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MICHELLE MERCADO | ||||||||
| 9020 HERMITAGE LANE | PORT RICHEY | FL | 34668 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MIKAELA SIMCOX | ||||||||
| 3354 DEVONSHIRE DRIVE | HOLIDAY | FL | 34691 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MIKAILA TURK | ||||||||
| 4216 W LASALLE STREET | TAMPA | FL | 33607 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MIKE ALSTOTT FAMILY FOUNDATION | ||||||||
| PO BOX 40055 | ST PETERSBURG | FL | 33743 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| MITCHELL ST JOHN | ||||||||
| 6405 SEA LAVENDER LANE | TAMPA | FL | 33625 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| MORNING STAR SCHOOL | ||||||||
| 4661 80TH AVENUE NORTH | PINELLAS PARK | FL | 33781 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $125 | |
| MORTON PLANT MEASE FOUNDATION | ||||||||
| 1200 DRUID ROAD SOUTH | CLEARWATER | FL | 33756 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| MS WHEELCHAIR CALIFORNIA | ||||||||
| 2315 CHARLEMAGNE AVENUE | LONG BEACH | CA | 90815 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,000 | |
| MY HOPE CHEST | ||||||||
| 777 131ST STREET N STE 5 | SEMINOLE | FL | 33776 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| NORCAL COPS | ||||||||
| 2995 WOODSIDE ROAD 620023 | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| O2B FUN INC | ||||||||
| PO BOX 2533 | OLDSMAR | FL | 34677 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| ONE WORLD ONE CHILD | ||||||||
| 16765 FISHHAWK BLVD 405 | LITHIA | FL | 33547 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| OPERATION HELPING HAND | ||||||||
| PO BOX 270246 | TAMPA | FL | 336880246 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| OVARIAN CANCER RESEARCH FUND | ||||||||
| 14 PENNSYLVANIA PLAZA SUITE 1710 | NEW YORK | NY | 10122 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| PATHFINDER OUTDOOR EDUCATION | ||||||||
| 1310 22ND AVENUE SOUTH | ST PETERSBURG | FL | 33705 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 5860 LABATH AVENUE SUITE A | ROHNERT PARK | CA | 94928 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| PEDIATRIC CANCER FOUNDATION | ||||||||
| 5550 W EXECUTIVE DRIVE STE 300 | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,500 | |
| PETS FOR PATRIOTS | ||||||||
| 218 E PARK AVENUE SUITE 543 | LONG BEACH | NY | 11561 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| POSTPARTUM SUPPORT INTERNATIONAL | ||||||||
| 6706 SW 54TH AVENUE | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| PREMIER PLAYERS SPORTS FOUNDATION | ||||||||
| PO BOX 341064 | TAMPA | FL | 33694 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| PROJECT LINK INC | ||||||||
| PO BOX 4447 | TAMPA | FL | 33677 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,500 | |
| REDEFINING REFUGE | ||||||||
| 18948 N DALE MABRY HWY STE 101 | LUTZ | FL | 33548 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| RESOLUTE TRAINING | ||||||||
| 6359 TIMBERLY LANE | ZEPHYRHILLS | FL | 33542 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| RIVERVIEW HURRICANES BASKETBALL | ||||||||
| 10601 SHADY FALLS COURT | RIVERVIEW | FL | 33578 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| ROBERT BENEDICT | ||||||||
| 5045 SPECTACULAR BID DRIVE | WESLEY CHAPEL | FL | 33544 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| ROSEVILLE BOOSTER CLUB | ||||||||
| 1363 CHIGNAHUAPAN WAY | ROSEVILLE | CA | 95747 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| ROTARY'S CAMP FLORIDA | ||||||||
| 1915 CAMP FLORIDA ROAD | BRANDON | FL | 33510 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| RW SAUNDERS LIBRARY FOUNDATION | ||||||||
| PO BOX 5015 | TAMPA | FL | 33675 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| RYAN NECE FOUNDATION | ||||||||
| 4401 W KENNEDY BLVD 3RD FLOOR | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $14,500 | |
| SANDY HOOK PROMISE | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| SCORE INTERNATIONAL | ||||||||
| 11230 WEMBLEY LANDING DRIVE | TAMPA | FL | 33547 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $300 | |
| SEAL LEGACY FOUNDATION | ||||||||
| 2605 ENTERPISE ROAD E 270 | CLEARWATER | FL | 33759 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| SELF RELIANCE INC | ||||||||
| 8901 N ARMENIA AVENUE | TAMPA | FL | 33604 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,000 | |
| SERTOMA CAMP ENDEAVOR INC | ||||||||
| PO BOX 910 | DUNDEE | FL | 33838 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| SHELTON QUARLES' IMPACT FOUNDATION | ||||||||
| 73 CAVALIER BOULEVARD SUITE 214 | FLORENCE | KY | 41042 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $4,000 | |
| SHIRNEST BRUNSON | ||||||||
| 533 LAKEVIEW DRIVE | POINCIANA | FL | 34759 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 12502 USF PINE DRIVE | TAMPA | FL | 33612 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $300 | |
| SIERRA STADELMAN | ||||||||
| 21604 SOUTHWOOD DRIVE | LUTZ | FL | 33549 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| SOLANO WARRIORS PW | ||||||||
| PO BOX 2212 | FAIRFIELD | CA | 94533 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| SOLID ROCK COMMUNITY SCHOOL | ||||||||
| 1350 EAST LAKE ROAD | TARPON SPRINGS | FL | 34688 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| SPORTS CLUB OF TAMPA BAY | ||||||||
| PO BOX 10753 | TAMPA | FL | 33679 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| ST JOSEPH'S HOSPITAL FOUNDATION | ||||||||
| 2700 W DR MLK BOULEVARD STE 310 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $8,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| ST LAWRENCE CATHOLIC SCHOOL | ||||||||
| 5221 N HIMES AVENUE | TAMPA | FL | 33614 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| ST MARY'S EPISCOPAL DAY SCHOOL | ||||||||
| 2101 S HUBERT AVE | TAMPA | FL | 33629 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| ST PETER CLAVER CATHOLIC SCHOOL | ||||||||
| 1401 N GOVERNOR STREET | TAMPA | FL | 33062 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $12,000 | |
| ST PETERSBURG ARTS ALLIANCE | ||||||||
| 100 SECOND AVENUE N STE 150 | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| STAGEWORKS THEATRE | ||||||||
| 1120 E KENNEDY BLVD | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| STARTING RIGHT NOW | ||||||||
| 16057 TAMPA PALMS BLVD 231 | TAMPA | FL | 33647 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| STARTING RIGHT NOW | ||||||||
| 16057 TAMPA PALMS BLVD 231 | TAMPA | FL | 33647 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,000 | |
| STRAZ CENTER FOR PERFORMING ARTS | ||||||||
| 1010 N WC MACINNES PLACE | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| SUNCOAST PRIMATE SANCTUARY | ||||||||
| 4600 US-19 ALT | PALM HARBOR | FL | 34683 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,000 | |
| TAMPA BAY BUSINESS FOR CULTURE & ARTS | ||||||||
| 633 N FRANKLIN ST 735 | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| TAMPA BAY LIGHTNING | ||||||||
| 401 CHANNELSIDE DRIVE | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| TAMPA BAY STORM | ||||||||
| 401 CHANNELSIDE DRIVE | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,500 | |
| TAMPA GYM AND DANCE | ||||||||
| 1004 E NORTH STREET | TAMPA | FL | 33604 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| TAMPA MUSEUM OF ART | ||||||||
| 120 W GASPARILLA PLAZA | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $11,500 | |
| TAMPA THEATRE | ||||||||
| POST OFFICE BOX 172188 | TAMPA | FL | 33672 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,000 | |
| TAMPA VA RESEARCH & EDUCATION FOUNDATION | ||||||||
| PO BOX 1630 | ZEPHYRHILLS | FL | 33539 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| TAYLOR VEST | ||||||||
| 11718 MANGO CROSS COURT | SEFFNER | FL | 33584 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| TERRELL JONES | ||||||||
| 7012 N PALMETTO LANE | TAMPA | FL | 33604 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| THE BOYZ II MEN HOUSE | ||||||||
| 4360 BROWNSBORO RD 102 | LOUISVILLE | KY | 40207 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| THE CHILDREN'S HOME | ||||||||
| 3102 BEACH DRIVE | TAMPA | FL | 33629 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| THE FIRST TEE OF TAMPA BAY | ||||||||
| 7910 WILLIE BLACK DRIVE | TAMPA | FL | 33610 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $300 | |
| THE FLORIDA AQUARIUM | ||||||||
| 701 CHANNELSIDE DR | TAMPA | FL | 33602 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| THE FORUM | ||||||||
| 8229 SW MARINERS DRIVE | WILSONVILLE | OR | 97070 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| THE KIND MOUSE PRODUCTIONS INC | ||||||||
| 3934 HUNTINGTON STREET NE | ST PETERSBURG | FL | 33703 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $15,000 | |
| THE LITTLEST HEROES | ||||||||
| PO BOX 1406 | SOLON | OH | 44139 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| THE MOYER FOUNDATION | ||||||||
| 1617 JFK BLVD 935 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| THE PRAY FOR JACKIE FAIRCLOTH TRUST | ||||||||
| 4600 W KENNEDY BLVD | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $250 | |
| THE SALVATION ARMY | ||||||||
| 340 14TH AVENUE SOUTH | ST PETERSBURG | FL | 33701 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| THE SKILLS CENTER | ||||||||
| 5470 E BUSCH BOULEVARD 132 | TAMPA | FL | 33617 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $6,000 | |
| THE SPRING OF TAMPA BAY INC | ||||||||
| PO BOX 5147 | TAMPA | FL | 33675 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,510 | |
| THOMAS SILVER | ||||||||
| 9521 HAMLET LANE | TAMPA | FL | 33635 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| TOBY HALL FOUNDATION | ||||||||
| 9427 CORPORATE LAKE DRIVE | TAMPA | FL | 33634 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,000 | |
| TRINITY CAFE | ||||||||
| 3902 N MARGUERITE STREET | TAMPA | FL | 33603 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| US POSTAL SERVICE | ||||||||
| PO BOX 39841 | TAMPA | FL | 336309841 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $225 | |
| UNIVERSITY AREA COMMUNITY DEVELOPMENT CO | ||||||||
| 14013 N 22ND STREET | TAMPA | FL | 33613 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $1,000 | |
| UNIVERSITY OF FLORIDA | ||||||||
| PO BOX 114025 | GAINESVILLE | FL | 32611 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $5,000 | |
| VINCENT HOUSE | ||||||||
| 4801 78TH AVENUE NORTH | PINELLAS PARK | FL | 33781 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| WARMING THE WORLD | ||||||||
| 4417 W CULBREATH AVENUE | TAMPA | FL | 33609 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $3,000 | |
| WARRICK DUNN CHARITIES | ||||||||
| 3223 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $2,500 | |
| WHAT THE BUC REALLY MATTERS FOUNDATION | ||||||||
| 5008 SYLVAN OAKS DRIVE | VALRICO | FL | 33596 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| WHEELCHAIRS 4 KIDS | ||||||||
| 1406 STONEHAVEN WAY | TARPON SPRINGS | FL | 34689 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $25,000 | |
| WITNEY FLEURANT | ||||||||
| 7652 CARLTON ARMS BLVD | WINTER HAVEN | FL | 33884 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| WOMEN WITH PURPOSE | ||||||||
| 3141 SHORELINE DRIVE | CLEARWATER | FL | 33760 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $15,000 | |
| WOODLAND ELEMENTARY SCHOOL | ||||||||
| 38203 HENRY DRIVE | ZEPHYRHILLS | FL | 33542 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $5,000 | |
| WOUNDED VETS ASSOCIATION | ||||||||
| 2722 MANNING DRIVE | TRINITY | FL | 34655 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $500 | |
| WOUNDED WARRIORS ABILITIES RANCH | ||||||||
| PO BOX 1035 | PINELLAS PARK | FL | 33780 | NONE | PUBLIC CHARITY | PROGRAM SERVICES | $10,000 | |
| ZACKEVIA SCONIERS | ||||||||
| 196 REBECCA LANE | AUBURNDALE | FL | 33823 | NONE | FOR STUDENT ACCOUNT | SCHOLARSHIP | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $737,273 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,100 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$42,499 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,729 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (63 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMERICAN MARKETING MAILING SEVICES | ||||||
| 1 | 9427 CORPORATE LAKE DR | TAMPA | FL | 33634 | $8,500 | Yes (X) |
| ATT | ||||||
| 2 | 3405 W MARTIN LUTHER KING BLVD 3106 | TAMPA | FL | 33607 | $8,000 | Yes (X) |
| ATHLETES CAUSES | ||||||
| 3 | 2610 W PROSPECT RD | TAMPA | FL | 33629 | $10,000 | Yes (X) |
| BJ ALAN COMPANY | ||||||
| 4 | 555 MARTIN LUTHER KING JR BLVD | YOUNGSTOWN | OH | 44502 | $19,000 | Yes (X) |
| BARTON HARRIS | ||||||
| 5 | 334 LINCOLN AVE | PALO ALTO | CA | 94301 | $25,000 | Yes (X) |
| BENHAD PROPERTIES LLC | ||||||
| 6 | 15436 N FLORIDA AVE STE 200 | TAMPA | FL | 33613 | $5,000 | Yes (X) |
| BRIGHT HOUSE NETWORKS LLC | ||||||
| 7 | 4400 MLK BLVD | TAMPA | FL | 33614 | $15,000 | Yes (X) |
| BROADRICK FAMILY FOUNDATION INC | ||||||
| 8 | 19105 MERRY LANE | LUTZ | FL | 33548 | $33,000 | Yes (X) |
| BYCZEK JOHN | ||||||
| 9 | 14608 DARTMOOR LANE | TAMPA | FL | 33624 | $6,200 | Yes (X) |
| CASS | ||||||
| 10 | 2722 S MACDILL AVE | TAMPA | FL | 33629 | $5,000 | Yes (X) |
| CHAD CHRONISTER | ||||||
| 11 | 5138 W LONGFELLOW AVENUE | TAMPA | FL | 33629 | $6,675 | Yes (X) |
| CHERRY BEKAERT LLP | ||||||
| 12 | 401 E JACKSON ST SUITE 3400 | TAMPA | FL | 33602 | $14,000 | Yes (X) |
| COVELLI JOSEPH BECKY | ||||||
| 13 | 41 E JACKSON ST 2700 | TAMPA | FL | 33602 | $11,200 | Yes (X) |
| DANAHY MURRAY PA | ||||||
| 14 | 901 W SWANN AVE | TAMPA | FL | 33606 | $7,500 | Yes (X) |
| DANKER-BASHAM FOUNDATION INC | ||||||
| 15 | 4343 ANCHOR PLAZA PARKWAY SUITE 1 | TAMPA | FL | 33634 | $15,000 | Yes (X) |
| DEBARTOLO HOLDINGS | ||||||
| 16 | 15436 N FLORIDA AVE STE 200 | TAMPA | FL | 33613 | $14,523 | Yes (X) |
| DEBARTOLO JR EDWARD J | ||||||
| 17 | 16210 SIERRA DE AVILA | TAMPA | FL | 33613 | $71,400 | Yes (X) |
| DEBARTOLO LISA | ||||||
| 18 | 934 S GOLF VIEW STREET | TAMPA | FL | 33629 | $20,051 | Yes (X) |
| DEBARTOLO NICOLE | ||||||
| 19 | 5138 W LONGFELLOW AVENUE | TAMPA | FL | 33629 | $10,005 | Yes (X) |
| DENEEN KRISTEN RYAN | ||||||
| 20 | 17006 ABASTROS DE AVILA | TAMPA | FL | 33613 | $17,200 | Yes (X) |
| DENISE DEBARTOLO YORK | ||||||
| 21 | 7620 MARKET ST | YOUNGSTOWN | OH | 44512 | $10,000 | Yes (X) |
| DILLION BRIAN MALLORY | ||||||
| 22 | 4210 W CULBREATH AVE | TAMPA | FL | 33609 | $17,000 | Yes (X) |
| FIFTH THIRD BANK | ||||||
| 23 | 201 E KENNEDY BLVD 200 | TAMPA | FL | 33602 | $15,000 | Yes (X) |
| GOLDMAN SACHS CO | ||||||
| 24 | 200 S BISCAYNE BLVD SUITE 3700 | MIAMI | FL | 33131 | $5,000 | Yes (X) |
| HENNI GEZA | ||||||
| 25 | 28 S TREASURE DR | TAMPA | FL | 33609 | $50,000 | Yes (X) |
| HERBERT SIMON | ||||||
| 26 | 8765 PINE RIDGE DR | INDIANAPOLIS | IN | 46260 | $5,000 | Yes (X) |
| HICKEY STEPHEN E | ||||||
| 27 | 1240 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $5,000 | Yes (X) |
| HOOVER COMPANIES 3 LLC | ||||||
| 28 | 13775 N NEBRASKA AVE | TAMPA | FL | 33613 | $7,000 | Yes (X) |
| HOOVER G BILL | ||||||
| 29 | PO BOX 1490 | CORBIN | KY | 40702 | $6,250 | Yes (X) |
| JEAN HENRI CINDY | ||||||
| 30 | 530 LAFAYETTE BLVD | OLDSMAR | FL | 34677 | $21,750 | Yes (X) |
| JET SPORTS MANAGEMENT LLC | ||||||
| 31 | 5136 W SAN JOSE ST | TAMPA | FL | 33629 | $7,500 | Yes (X) |
| JONATHAN A YOB TTE | ||||||
| 32 | 3175 W HORATIO ST | TAMPA | FL | 33609 | $10,000 | Yes (X) |
| JONES LIVING TRUST DTD 07-27-90 | ||||||
| 33 | 756 EL PINTADO RD | DANVILLE | CA | 94526 | $5,000 | Yes (X) |
| JUSTIN DAY | ||||||
| 34 | 706 S BUNGALOW TERRACE | TAMPA | FL | 33606 | $8,000 | Yes (X) |
| KENNETH KENYHERCZ | ||||||
| 35 | 14706 WATERCHASE BLVD | TAMPA | FL | 33626 | $6,300 | Yes (X) |
| KOBEL ED | ||||||
| 36 | 4934 SAINT CROIX DRIVE | TAMPA | FL | 33629 | $40,000 | Yes (X) |
| LASER SPINE INSTITUTE LLC | ||||||
| 37 | 5332 AVION PARK DR | TAMPA | FL | 33607 | $50,000 | Yes (X) |
| LIGHTNING FOUNDATION | ||||||
| 38 | 401 CHANNELSIDE DR | TAMPA | FL | 33602 | $25,000 | Yes (X) |
| MALLITZ DAVID ELIZABETH | ||||||
| 39 | 16211 TALAVERA DE AVILA | TAMPA | FL | 33613 | $6,300 | Yes (X) |
| MERCEDES-BENZ OF TAMPA | ||||||
| 40 | 4400 N DALE MABRY HWY | TAMPA | FL | 33614 | $5,000 | Yes (X) |
| METCALF MIKE | ||||||
| 41 | PO BOX 18141 | TAMPA | FL | 33679 | $43,450 | Yes (X) |
| MICHAEL BRUNO | ||||||
| 42 | 205 E 59TH ST PENTHOUSE | NEW YORK | NY | 10022 | $12,000 | Yes (X) |
| MINARDI SHANNON | ||||||
| 43 | 906 S FRANKLAND RD | TAMPA | FL | 33629 | $5,800 | Yes (X) |
| MOFFITT CANCER CENTER | ||||||
| 44 | 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | $17,000 | Yes (X) |
| MORGAN STANLEY | ||||||
| 45 | 1585 BROADWAY 24TH FLOOR | NEW YORK | NY | 10036 | $10,000 | Yes (X) |
| NEAL HARWELL PLC | ||||||
| 46 | 150 FOURTH AVE N 2000 | NASHVILLE | TN | 37219 | $10,000 | Yes (X) |
| NEW FOUND FAMILY INC | ||||||
| 47 | 7500 124TH AVENUE | LARGO | FL | 33773 | $15,000 | Yes (X) |
| NID CORPORATION | ||||||
| 48 | 15436 N FLORIDA AVE STE 200 | TAMPA | FL | 33613 | $200,000 | Yes (X) |
| ORSINO PHILIP | ||||||
| 49 | 831 BRIGHTWATERS BLVD NE | ST PETERSBURG | FL | 33704 | $6,500 | Yes (X) |
| PALERMO JIM | ||||||
| 50 | 622 DANUBE AVENUE | TAMPA | FL | 33606 | $25,000 | Yes (X) |
| PERFORMA | ||||||
| 51 | 8800 E PLEASANT VALLEY RD | CLEVELAND | OH | 44131 | $7,500 | Yes (X) |
| PNC FINANCIAL SERVICES GROUP | ||||||
| 52 | 201 N FRANKLIN ST SUITE 1500 | TAMPA | FL | 33602 | $15,000 | Yes (X) |
| POLLACK ALISSA | ||||||
| 53 | 100 W 57TH ST APT 4H | NEW YORK | NY | 10019 | $42,000 | Yes (X) |
| SEMINOLE HARD ROCK HOTEL CASINO | ||||||
| 54 | 5223 N ORIENT ROAD | TAMPA | FL | 33610 | $35,350 | Yes (X) |
| SQUIRE PATTON BOGGS | ||||||
| 55 | 201 N FRANKLIN ST SUITE 2100 | TAMPA | FL | 33602 | $10,000 | Yes (X) |
| SUNCOAST CREDIT UNION | ||||||
| 56 | PO BOX 11904 | TAMPA | FL | 33680 | $5,000 | Yes (X) |
| THE CAFARO FOUNDATION | ||||||
| 57 | 2445 BELMONT AVENUE | YOUNGSTOWN | OH | 44504 | $25,000 | Yes (X) |
| THE REALREAL | ||||||
| 58 | 1980 OAKDALE AVE | SAN FRANCISCO | CA | 94124 | $38,330 | Yes (X) |
| THOMAS FINANCIAL GROUP | ||||||
| 59 | 5550 EXECUTIVE DR | TAMPA | FL | 33609 | $5,000 | Yes (X) |
| TONI EVERETT | ||||||
| 60 | 3422 JEAN CIRCLE | TAMPA | FL | 33629 | $9,300 | Yes (X) |
| UNIVERSITY OF TAMPA | ||||||
| 61 | 401 W KENNEDY BLVD | TAMPA | FL | 33606 | $5,000 | Yes (X) |
| WELLS FARGO BANK | ||||||
| 62 | 100 S ASHLEY DR 1000 | TAMPA | FL | 33602 | $15,000 | Yes (X) |
| YOU CAN CHANGE THE WORLD INC | ||||||
| 63 | 4830 W KENNEDY BLVD 445 | TAMPA | FL | 33609 | $10,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS INVESTMENT EQUITIES | $1,556,700 | $1,673,743 |
| MS INVESTMENT MUTUAL FUNDS | $564,907 | $544,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LOSS ON SALE OF INVESTMENTS NOT RECORDED ON BOOKS | $4,033 |
| NONDEDUCTIBLE PENALTIES NOT RECORDED ON RETURN | $125 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $36,119 | $36,119 | $0 |
| CREDIT CARD FEES | $22,701 | $0 | $0 |
| EVENT EXPENSES | $678,574 | $0 | $0 |
| MARKETING | $8,313 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THE BLACKSTONE GROUP LP | $2,312 | $2,312 | $2,312 |
| KKR & CO LP | $816 | $816 | $816 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| EDWARD J DEBARTOLO JR | |||
| 16210 SIERRA DE AVILA | TAMPA | FL | 33613 |
| NID CORPORATION | |||
| 15436 N FLORIDA AVENUE SUITE 200 | TAMPA | FL | 33613 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,408 | $0 | $0 |
| FOREIGN TAXES | $450 | $0 | $0 |
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