HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-15
- IRS object ID
- 201641679349100104
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-15T07:52:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592921780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS HOUSER & SCHATZEL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 94TH AVE N | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337022406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593395491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUGH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H HENRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7275781040 | PhoneNum |
| Signature | 2016-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER C SCHATZEL | PreparerPersonNm |
| PTIN | P00430290 | PTIN |
| Phone | 7275781040 | PhoneNum |
| Preparation | 2016-06-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,978,410 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,022,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,838 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,040 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,284,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,478 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,770 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,395 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,571 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $827,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $488,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,672 | CashBOYAmt |
| Cash EOY | $930,317 | CashEOYAmt |
| Cash EOYFMV | $930,317 | CashEOYFMVAmt |
| US Government Obligations BOY | $50,368 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $90,816 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $83,831 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,929,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,021,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,641,980 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $247,674 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $305,295 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $322,282 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,519,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,347,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,978,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,519,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,347,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,519,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,347,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,519,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,347,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,519,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $827,546 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,347,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,347,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED 2015 SCH D-1 RBC 33267 | P | 2014-07-09 | 2015-05-04 | $18,698 | $20,000 | -$1,302 | -$1,302 |
| SEE ATTACHED 2015 SCH D-1 RBC 33267 | P | 2011-01-12 | 2015-05-04 | $300,114 | $308,279 | -$8,165 | -$8,165 |
| SEE ATTACHED 2015 SCH D-1 RBC 35768 | P | 2011-06-08 | 2015-05-04 | $702,150 | $517,712 | $184,438 | $184,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $525,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,899,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $505,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,733,980 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051880 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $587,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,282,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $592,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,950,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074520 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $409,664 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,942,823 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051577 | DistributionYr5Rt |
| Total Distribution | 0.297081 | TotalDistributionRt |
| Average Distribution | 0.059416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,498,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $683,205 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $688,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,775 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,775 | SubtotalAmt |
| Tax Based On Investment Income | $9,775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,979 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,979 | TotalPaymentsAndCreditsAmt |
| Overpayment | $204 | OverpaymentAmt |
| Applied To ES Tax | $204 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN H HENRY | IndividualWithBooksNm |
| Phone | 7275781040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN H HENRY | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| HAZEL C HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | VICE PRES. | 1.00 | $0 | $0 | $0 |
| WILLIAM R HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | VICE PRES. | 1.00 | $0 | $0 | $0 |
| W ROBB HOUGH | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HELEN H FEINBERG | ||||||||
| 100 3RD STREET SOUTH SUITE 300 | ST PETERSBURG | FL | 33701 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,062,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $611,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,673,776 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,673,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,498,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $574,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $574,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,775 | TotalTaxAmt |
| Distributable Before Adj | $565,158 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $565,158 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $565,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $410,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $565,158 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $198,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $178,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,159 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $432,010 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $410,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $155,158 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $155,158 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $276,852 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $276,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,475 | ExcessFromYear4Amt |
| Excess From Year3 | $178,218 | ExcessFromYear3Amt |
| Excess From Year2 | $38,159 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN H HENRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7275781040 | RecipientPhoneNum |
| Recipient Email Address | HFFHENRY@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION USES A STANDARD GRANT APPLICATION FORM. THE APPLICATION FORM INCLUDES ALL INFORMATION ABOUT THE CHARITABLE ORGANIZATION NECESSARY FOR THE FOUNDATION'S CONSIDERATION. HOWEVER, THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATION REQUESTS. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN STAGE CO INC | |||||||
| PO BOX 1560 | ST PETERSBURG | FL | 33731 | NONE | 509(A)(1) | ARTS - OPERATIONAL SUPPORT | $25,000 |
| CANTERBURY SCHOOL OF FL | |||||||
| 990 62ND AVE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | EDUCATION - OPERATIONAL SUPPORT | $50,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 13707 N 22ND STREET | TAMPA | FL | 33613 | NONE | 509(A)(2) | OPERATIONAL SUPPORT | $5,000 |
| MOREAN ARTS CENTER | |||||||
| 719 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | WORD AND IMAGE PROGRAM - STUDENTS | $10,000 |
| MUSEUM OF FINE ARTS | |||||||
| 255 BEACH DR NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | 50TH ANNIVERSARY - OPERATIONAL SUP. | $50,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | 509(A)(1) | PAWS FOR PATRIOTS DOG SCHOLARSHIPS | $150,000 |
| ST PETERSBURG MUSEUM OF HISTORY | |||||||
| 335 2ND AVENUE NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OPERATIONS - EDUCATION CURATOR | $40,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM THEATER - SEASON SPONSOR | $25,000 |
| ST PETERSBURG MUSEUM OF HISTORY | |||||||
| 335 2ND AVE NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | EXHIBIT | $50,000 |
| USF FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | 509(A)(1) | ENDOWED CHAIR - FLORIDA STUDIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,598 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,478 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUSAN H HENRY REVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,770 | Amt |
| Net Investment Income | $2,770 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75,000 ASSURED GUARANTY HLDG DUE 07/ | $79,920 | $77,918 |
| 70,000 WFRBSB COMML MTG DUE 12/46 | $75,431 | $73,663 |
| 61,000 COUNTRYWIDE HOME LOANS 2003-3 | ||
| 60,000 FAIRFAX FIN. HOLDING DUE 4/15 | $49,502 | $73,498 |
| 50,000 PROSPECT CAP CORP DUE 5/15/20 | $49,538 | $48,103 |
| 45,000 EXPEDIA INC DUE 08/15/20 | $50,904 | $49,100 |
| 40,000 MERRILL LYNCH & CO. DUE 01/15 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $49,656 | $148,600 |
| ALPHABET INC CLASS C | $49,361 | $144,946 |
| AMAZON.COM, INC. | $26,849 | $461,633 |
| ANNALY CAPITAL MANAGEMENT INC REIT | $70,045 | $51,778 |
| APPLE INC. | $164,976 | $274,097 |
| AUTOMATIC DATA PROCESSING | $87,415 | $219,425 |
| BANK OF AMERICA CORP. | $368,547 | $199,284 |
| BANK OF MONTREAL | $183,012 | $177,723 |
| BB&T CORP. | $1,208,236 | $1,077,018 |
| BLACKROCK HIGH YIELD | $56,075 | $47,768 |
| BLACKROCK INC. | $119,013 | $214,528 |
| BLACKROCK INCOME TRUST | $63,525 | $66,512 |
| BP PLC | $189,190 | $126,603 |
| BROOKFIELD TOTAL RETURN FD | $66,289 | $48,970 |
| CHEVRON CORP. | $118,998 | $138,538 |
| CONOCOPHILLIPS | $182,017 | $147,074 |
| EATON VANCE MUTUAL FUNDS | $80,000 | $74,401 |
| EBAY, INC. | $40,285 | $116,790 |
| EMERSON ELECTRIC CO. | $162,441 | $151,382 |
| FIRST TRUST ABERDEEN GLOBAL | $59,943 | $38,190 |
| FRANKLIN HIGH INCOME FD | ||
| FRANKLIN INVS SECS TR CONV SEC FD | $85,000 | $79,745 |
| GENERAL ELECTRIC | $183,545 | $285,023 |
| GOOGLE, INC. | ||
| GOOGLE, INC. CLASS C | ||
| HSBC HOLDINGS PLC | $218,612 | $156,499 |
| IAC/INTERACTIVE CORP. | $58,296 | $210,175 |
| INTEL CORP. | $125,870 | $260,786 |
| ISHARES TRUST PFD STOCK ETF | $81,927 | $84,887 |
| JOHNSON & JOHNSON | $145,890 | $231,120 |
| JP MORGAN CHASE | $174,515 | $329,820 |
| JP MORGAN CHASE 6.70% PFD SER T | $89,042 | $92,058 |
| KRAFT FOODS | ||
| KRAFT HEINZ CO | $144,396 | $253,569 |
| LORD ABBETT FLOATING RATE FD | $80,000 | $73,808 |
| LORD ABBETT HIGH YIELD FD CL F | $42,401 | $38,133 |
| LORD ABBETT INFLATION FOCUSED FD | ||
| MEDTRONIC INC. | ||
| MEDTRONIC PLC | $314,341 | $314,218 |
| MERCK & CO. INC. | $171,026 | $229,767 |
| MERRILL LYNCH 7.28% PFD CAP TR V | $35,361 | $36,047 |
| MICROSOFT CORP. | $177,332 | $362,839 |
| MORGAN STANLEY CAP TR DUE 10/15/66 | ||
| NEXTERA ENERGY INC. | $132,198 | $228,558 |
| NORDSTROM INC | $184,976 | $182,852 |
| OPPENHEIMER STEELPATH MLP ALPHA | $103,000 | $75,614 |
| PAYPAL HOLDINGS INC | $62,298 | $153,850 |
| PEPSICO INC. | $132,896 | $199,840 |
| PFIZER, INC. | $170,499 | $217,406 |
| PROCTER & GAMBLE CO. | $144,230 | $178,672 |
| PUTNAM DIVERSIFIED INCOME TRUST | $50,000 | $45,032 |
| QUALCOMM INC. | $239,195 | $157,553 |
| ROYAL DUTCH SHELL | $203,964 | $130,063 |
| TCW TOTAL RETURN BOND FD | $80,000 | $78,756 |
| TECO ENERGY INC. | $189,359 | $286,487 |
| TEMPLETON GLOBAL BOND FD | $75,000 | $64,533 |
| TEVA PHARMACEUTICALS | $206,191 | $352,159 |
| TEXAS INSTRUMENTS, INC. | $134,991 | $285,560 |
| TORONTO-DOMINION BANK | $190,489 | $184,099 |
| UNITED PARCEL SVC INC CLASS B | $167,087 | $211,706 |
| VOYA SENIOR INC FD | $116,222 | $105,809 |
| WAL-MART STORES, INC. | ||
| WELLS FARGO & CO. | $825,448 | $428,357 |
| WESTERN ASSET EMERGING MKTS | $58,994 | $44,966 |
| WESTERN ASSET/CLAYMORE | $80,574 | $66,354 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $90,816 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $83,831 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $39,571 | $39,571 |
| DUES - ASSN. SMALL FOUNDATION | $750 | |
| ANNUAL REPORT | $61 | |
| OPERATING SUPPLIES | $385 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECURITIES LITIGATION | $2,034 | $2,034 |
| OTHER MISC | $6 | $6 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN H HENRY REVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,395 | Amt |
| Net Investment Income | $3,395 | NetInvestmentIncomeAmt |
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