DEBARTOLO FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DEBARTOLO FAMILY FOUNDATION (EIN 31-1739677)
Tax period
2013-02-01 to 2014-01-31
Filed
2014-09-09
IRS object ID
201402529349100500
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-09-09T08:20:51-05:00ReturnTs
Tax Period End2014-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN340652556PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID S MALLITZ VP-TAX DEBARTOLOBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1HOLDINGS LLC 15436 N FLORIDA AVEAddressLine1
CitySUITE TAMPACity
StateFLState
ZIP Code33613ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311739677EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBARTOLO FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDEBABusinessNameControlTxt
Phone8139088400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115436 N FLORIDA AVE STE 200AddressLine1
CityTAMPACity
StateFLState
ZIP Code33613ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES D PALERMOPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8139088400PhoneNum
Signature2014-09-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID S MALLITZPreparerPersonNm
PTINP01456580PTIN
Phone8139088400PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,543,894FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,225,620ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$65,385DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,385DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$109,742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,039,992GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109,742CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,400,747TotalRevAndExpnssAmt
Total Net Invst Incm$175,127TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,640TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$505,020OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,745OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$506,660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,745TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$568,420ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$568,420ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,075,080TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,745TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$568,420TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$325,667ExcessRevenueOverExpensesAmt
Net Investment Income$141,382NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$306,379SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$651,554SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$651,554SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,481,492CorporateStockBOYAmt
Corporate Stock EOY$2,461,984CorporateStockEOYAmt
Corporate Stock EOYFMV$2,892,340CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,320LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,320LandBldgEquipAccumDeprecAmt
Total Assets BOY$2,787,871TotalAssetsBOYAmt
Total Assets EOY$3,113,538TotalAssetsEOYAmt
Total Assets EOYFMV$3,543,894TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,787,871RetainedEarningBOYAmt
Retained Earning EOY$3,113,538RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,787,871TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,113,538TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,787,871TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,113,538TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,787,871TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$325,667ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,113,538SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,113,538TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (137 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALGER SPECTRA A 4033.191 SHP2012-12-212013-08-15$64,289$55,295$8,994$8,994
ALLIANCEBER HIGH INCOME ADV 75.254 SHP2012-04-202013-04-11$733$676$57$57
ALLIANCEBER HIGH INCOME ADV 65.889 SHP2012-05-182013-04-11$642$583$59$59
ALLIANCEBER HIGH INCOME ADV 73.601 SHP2012-06-202013-04-11$717$657$60$60
ALLIANCEBER HIGH INCOME ADV 73.379 SHP2012-07-202013-04-11$715$668$47$47
ALLIANCEBER HIGH INCOME ADV 70.227 SHP2012-08-202013-04-11$684$645$39$39
ALLIANCEBER HIGH INCOME ADV 73.778 SHP2012-09-202013-04-11$719$693$26$26
ALLIANCEBER HIGH INCOME ADV 76.707 SHP2012-10-192013-04-11$747$724$23$23
ALLIANCEBER HIGH INCOME ADV 69.847 SHP2012-11-202013-04-11$680$654$26$26
ALLIANCEBER HIGH INCOME ADV 43.705 SHP2012-12-072013-04-11$426$414$12$12
ALLIANCEBER HIGH INCOME ADV 73.728 SHP2012-12-202013-04-11$718$703$15$15
ALLIANCEBER HIGH INCOME ADV 26.899 SHP2012-12-312013-04-11$262$256$6$6
ALLIANCEBER HIGH INCOME ADV 71.751 SHP2013-01-312013-04-11$699$689$10$10
ALLIANCEBER HIGH INCOME ADV 68.079 SHP2013-02-282013-04-11$663$654$9$9
ALLIANCEBER HIGH INCOME ADV 73.281 SHP2013-03-282013-04-11$714$708$6$6
ALLIANCEBER HIGH INCOME ADV 7563.959 SHP2011-08-312013-04-11$73,673$66,259$7,414$7,414
ALLIANCEBER HIGH INCOME ADV 22.418 SHP2011-09-202013-04-11$218$193$25$25
ALLIANCEBER HIGH INCOME ADV 46.144 SHP2011-10-202013-04-11$449$392$57$57
ALLIANCEBER HIGH INCOME ADV 4018.464 SHP2011-11-042013-04-11$39,140$35,000$4,140$4,140
ALLIANCEBER HIGH INCOME ADV 56.462 SHP2011-11-182013-04-11$550$483$67$67
ALLIANCEBER HIGH INCOME ADV 68.58 SHP2011-12-202013-04-11$668$586$82$82
ALLIANCEBER HIGH INCOME ADV 27.668 SHP2011-12-302013-04-11$269$238$31$31
ALLIANCEBER HIGH INCOME ADV 44.215 SHP2012-01-202013-04-11$431$389$42$42
ALLIANCEBER HIGH INCOME ADV 50.69 SHP2012-02-172013-04-11$494$455$39$39
ALLIANCEBER HIGH INCOME ADV 64.748 SHP2012-03-202013-04-11$631$586$45$45
ARCHER DANIELS MIDLAND 1450 SHP2013-02-062013-08-28$50,018$43,463$6,555$6,555
BAIDU INC ADS 272 SHP2013-01-032013-08-28$37,719$28,926$8,793$8,793
BAIDU INC ADS 13 SHP2013-01-072013-08-28$1,803$1,331$472$472
DELAWARE FOCUS GLOBAL GROWTH A 2801.365 SHP2013-02-072013-08-21$48,492$47,007$1,485$1,485
EATON VANCE STRATEGIC INC I 40.615 SHP2012-06-292013-06-25$322$321$1$1
EATON VANCE STRATEGIC INC I 41.811 SHP2012-07-312013-06-25$332$333-$1-$1
EATON VANCE STRATEGIC INC I 41.794 SHP2012-08-312013-06-25$331$335-$4-$4
EATON VANCE STRATEGIC INC I 40.088 SHP2012-09-282013-06-25$318$325-$7-$7
EATON VANCE STRATEGIC INC I 41.771 SHP2012-10-312013-06-25$331$337-$6-$6
EATON VANCE STRATEGIC INC I 40.633 SHP2012-11-302013-06-25$322$328-$6-$6
EATON VANCE STRATEGIC INC I 41.95 SHP2012-12-312013-06-25$333$230$103$103
EATON VANCE STRATEGIC INC I 42.023 SHP2013-01-312013-06-25$333$221$112$112
EATON VANCE STRATEGIC INC I 38.222 SHP2013-02-282013-06-25$303$311-$8-$8
EATON VANCE STRATEGIC INC I 42.315 SHP2013-03-272013-06-25$336$347-$11-$11
EATON VANCE STRATEGIC INC I 41.011 SHP2013-04-292013-06-25$325$337-$12-$12
EATON VANCE STRATEGIC INC I 42.868 SHP2013-05-302013-06-25$340$351-$11-$11
EATON VANCE STRATEGIC INC I 9647.479 SHP2011-11-232013-06-25$76,505$75,716$789$789
EATON VANCE STRATEGIC INC I 1.33 SHP2011-11-302013-06-25$11$10$1$1
EATON VANCE STRATEGIC INC I 41.458 SHP2011-12-302013-06-25$329$325$4$4
EATON VANCE STRATEGIC INC I 40.55 SHP2012-01-312013-06-25$322$325-$3-$3
EATON VANCE STRATEGIC INC I 37.945 SHP2012-02-292013-06-25$301$305-$4-$4
EATON VANCE STRATEGIC INC I 40.968 SHP2012-03-302013-06-25$325$328-$3-$3
EATON VANCE STRATEGIC INC I 39.771 SHP2012-04-302013-06-25$315$319-$4-$4
EATON VANCE STRATEGIC INC I 42.149 SHP2012-05-312013-06-25$334$330$4$4
EV MULTI STRAT ABSLTE RETURN I 43.967 SHP2012-10-312013-10-17$386$396-$10-$10
EV MULTI STRAT ABSLTE RETURN I 25.953 SHP2012-11-302013-10-17$228$233-$5-$5
EV MULTI STRAT ABSLTE RETURN I 22.831 SHP2012-12-312013-10-17$200$205-$5-$5
EV MULTI STRAT ABSLTE RETURN I 19.943 SHP2013-01-312013-10-17$175$179-$4-$4
EV MULTI STRAT ABSLTE RETURN I 20.204 SHP2013-02-282013-10-17$177$181-$4-$4
EV MULTI STRAT ABSLTE RETURN I 25.703 SHP2013-03-272013-10-17$225$231-$6-$6
EV MULTI STRAT ABSLTE RETURN I 26.709 SHP2013-04-292013-10-17$234$240-$6-$6
EV MULTI STRAT ABSLTE RETURN I 19.072 SHP2013-05-302013-10-17$167$170-$3-$3
EV MULTI STRAT ABSLTE RETURN I 23.032 SHP2013-06-272013-10-17$202$203-$1-$1
EV MULTI STRAT ABSLTE RETURN I 19.69 SHP2013-07-302013-10-17$173$173$0$0
EV MULTI STRAT ABSLTE RETURN I 25.244 SHP2013-08-292013-10-17$221$220$1$1
EV MULTI STRAT ABSLTE RETURN I 24.322 SHP2013-09-272013-10-17$213$213$0$0
EV MULTI STRAT ABSLTE RETURN I 10067.004 SHP2012-07-242013-10-17$88,288$90,647-$2,359-$2,359
EV MULTI STRAT ABSLTE RETURN I 2.357 SHP2012-07-312013-10-17$21$21$0$0
EV MULTI STRAT ABSLTE RETURN I 44.812 SHP2012-08-312013-10-17$393$325$68$68
EV MULTI STRAT ABSLTE RETURN I 45.603 SHP2012-09-282013-10-17$400$334$66$66
FACEBOOK INC CL-A 400 SHP2012-05-172013-05-24$9,872$15,200-$5,328-$5,328
FACEBOOK INC CL-A 100 SHP2012-05-172013-05-24$2,468$3,800-$1,332-$1,332
FACEBOOK INC CL-A 100 SHP2012-05-172013-05-24$2,468$3,800-$1,332-$1,332
FIRST TR EXCHANGE TRADED FD VI 5656 SHP2013-04-112013-06-24$114,961$125,435-$10,474-$10,474
GOOGLE INC-CL A 93 SHP2012-01-262013-10-17$82,558$53,400$29,158$29,158
HARTFORD WORLD BOND I 2543.536 SHP2012-09-262013-02-19$27,292$27,292$0$0
HARTFORD WORLD BOND I 2.221 SHP2012-10-312013-02-19$24$24$0$0
HARTFORD WORLD BOND I 4664.179 SHP2012-11-202013-02-19$50,047$50,000$47$47
HARTFORD WORLD BOND I 18.367 SHP2012-11-202013-02-19$197$197$0$0
HARTFORD WORLD BOND I 9.316 SHP2012-11-202013-02-19$100$100$0$0
HARTFORD WORLD BOND I 5.836 SHP2012-11-282013-02-19$63$63$0$0
HARTFORD WORLD BOND I 66.298 SHP2012-12-202013-02-19$711$715-$4-$4
HARTFORD WORLD BOND I 3365.71 SHP2012-12-212013-02-19$36,114$36,215-$101-$101
HARTFORD WORLD BOND I 8.648 SHP2013-01-292013-02-19$93$93$0$0
INTEROIL CORP 200 SHP2009-11-242013-08-12$16,849$10,569$6,280$6,280
INVESCO BALANCED-RISK ALLOC Y 4434.245 SHP2012-12-212013-04-18$56,049$55,295$754$754
ISHARE SILVER TRUST 1004 SHP2012-08-212013-02-20$28,051$28,472-$421-$421
ISHARES MSCI JAPAN INDEX FUND 5794 SHP2013-01-022013-02-05$57,359$57,519-$160-$160
JPMORGAN CHASE & CO 609 SHP2012-08-212013-07-09$33,449$23,321$10,128$10,128
JPMORGAN CHASE & CO 641 SHP2009-08-102013-07-09$35,206$25,482$9,724$9,724
MELCO CROWN ENTERTAINMENT ADR 1774 SHP2010-01-052013-02-06$33,967$7,165$26,802$26,802
MFS DIVERSIFIED INCOME I 6275.674 SHP2012-08-142013-02-21$73,927$71,292$2,635$2,635
MFS DIVERSIFIED INCOME I 8.868 SHP2012-08-312013-02-21$104$101$3$3
MFS DIVERSIFIED INCOME I 18.239 SHP2012-09-282013-02-21$215$210$5$5
MFS DIVERSIFIED INCOME I 18.308 SHP2012-10-312013-02-21$216$211$5$5
MFS DIVERSIFIED INCOME I 18.393 SHP2012-11-302013-02-21$217$211$6$6
MFS DIVERSIFIED INCOME I 5.003 SHP2012-12-062013-02-21$59$58$1$1
MFS DIVERSIFIED INCOME I 18.252 SHP2012-12-312013-02-21$215$212$3$3
MFS DIVERSIFIED INCOME I 16.964 SHP2013-01-312013-02-21$200$200$0$0
MICHAEL KORS HOLDINGS LTD 374 SHP2013-02-262013-08-13$26,928$21,869$5,059$5,059
MICHAEL KORS HOLDINGS LTD 373 SHP2013-02-262013-10-07$27,811$21,811$6,000$6,000
PAN AMER SILVER CORPORATION 1000 SHP2011-04-202013-02-14$17,262$37,845-$20,583-$20,583
PIONEER MLTI AST ULT SHT INC Y 15845.304 SHP2012-12-272013-04-18$159,879$159,879$0$0
PIONEER MLTI AST ULT SHT INC Y 13.464 SHP2012-12-312013-04-18$136$136$0$0
PIONEER MLTI AST ULT SHT INC Y 20.503 SHP2013-01-312013-04-18$207$207$0$0
PIONEER MLTI AST ULT SHT INC Y 19.184 SHP2013-02-282013-04-18$194$194$0$0
PIONEER MLTI AST ULT SHT INC Y 17.649 SHP2013-03-282013-04-18$178$178$0$0
REGIONS FINANCIAL CORP NEW 4996 SHP2013-06-042013-09-19$46,163$44,914$1,249$1,249
SOUTHERN COPPER CORP 1460 SHP2012-11-012013-05-16$46,946$55,394-$8,448-$8,448
VIRTUS MULTI SECT SHT TRM BDI 14490.996 SHP2012-09-182013-06-25$69,847$71,585-$1,738-$1,738
VIRTUS MULTI SECT SHT TRM BDI 11.976 SHP2012-09-282013-06-25$58$59-$1-$1
VIRTUS MULTI SECT SHT TRM BDI 51.385 SHP2012-10-312013-06-25$248$254-$6-$6
VIRTUS MULTI SECT SHT TRM BDI 53.322 SHP2012-11-302013-06-25$257$263-$6-$6
VIRTUS MULTI SECT SHT TRM BDI 48.448 SHP2012-12-312013-06-25$234$240-$6-$6
VIRTUS MULTI SECT SHT TRM BDI 48.523 SHP2013-01-312013-06-25$234$241-$7-$7
VIRTUS MULTI SECT SHT TRM BDI 47.427 SHP2013-02-282013-06-25$229$235-$6-$6
VIRTUS MULTI SECT SHT TRM BDI 47.575 SHP2013-03-282013-06-25$229$236-$7-$7
VIRTUS MULTI SECT SHT TRM BDI 47.443 SHP2013-04-302013-06-25$229$237-$8-$8
VIRTUS MULTI SECT SHT TRM BDI 51.187 SHP2013-05-312013-06-25$247$252-$5-$5
VMWARE INC CLASS A 138 SHP2009-11-242013-06-04$9,455$5,802$3,653$3,653
VMWARE INC CLASS A 139 SHP2009-11-242013-10-02$11,406$5,844$5,562$5,562
WAL-MART DE MEXICO SA SPON ADR 1919 SHP2012-10-162013-06-05$53,788$58,216-$4,428-$4,428
BLACKROCK GLOBAL 7513.278 SHP2011-11-182014-01-16$81,444$75,194$6,250$6,250
GOLDMAN SACHS N-11 EQUITY 4110.778 SHP2011-10-182014-01-29$42,341$38,523$3,818$3,818
GOLDMAN SACHS N-11 EQUITY 3980.989 SHP2012-11-282014-01-29$41,004$41,641-$637-$637
GOLDMAN SACHS N-11 EQUITY 24.365 SHP2012-12-102014-01-29$251$262-$11-$11
INTL BUSINESS MACHINES CORP 166.000 SHP2009-08-102014-01-22$30,190$14,159$16,031$16,031
VIRTUS INSIGHT EMERG MKTS 5347.594 SHP2012-02-022014-01-29$47,968$50,000-$2,032-$2,032
VIRTUS INSIGHT EMERG MKTS 38.323 SHP2012-06-212014-01-29$344$348-$4-$4
VIRTUS INSIGHT EMERG MKTS 3615.758 SHP2012-09-192014-01-29$32,433$35,471-$3,038-$3,038
VIRTUS INSIGHT EMERG MKTS 39.492 SHP2012-12-202014-01-29$354$406-$52-$52
ALLIANCEBER HIGH INCOME ADV 9672.489 SHP2013-10-172014-01-16$91,405$91,598-$193-$193
ALLIANCEBER HIGH INCOME ADV 15.399 SHP2013-10-312014-01-16$146$147-$1-$1
ALLIANCEBER HIGH INCOME ADV 52.361 SHP2013-11-292014-01-16$495$498-$3-$3
ALLIANCEBER HIGH INCOME ADV 125.441 SHP2013-12-062014-01-16$1,185$1,177$8$8
ALLIANCEBER HIGH INCOME ADV 52.082 SHP2013-12-312014-01-16$492$489$3$3
GOLDMAN SACHS N-11 EQUITY 64.454 SHP2013-12-102014-01-29$664$704-$40-$40
GOLDMAN SACHS N-11 EQUITY 7.190 SHP2013-12-302014-01-29$74$78-$4-$4
VIRTUS INSIGHT EMERG MKTS 25.914 SHP2013-06-202014-01-29$232$244-$12-$12
VIRTUS INSIGHT EMERG MKTS 77.166 SHP2013-12-202014-01-29$692$725-$33-$33
WHOLE FOODS MARKETS INC 529.000 SHP2013-12-202014-01-15$28,254$31,311-$3,057-$3,057
CAPITAL GAINS DIVIDENDSP$2,774$2,774$2,774
FieldValueIRS element (for citing)
Capital Gain Net Income$109,742CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$417,189AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,008,284NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.138680DistributionYr1Rt
Adjusted Qlfy Distri Yr2$403,519AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,809,416NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.143631DistributionYr2Rt
Adjusted Qlfy Distri Yr3$411,077AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,537,066NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.162029DistributionYr3Rt
Adjusted Qlfy Distri Yr4$549,289AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,436,181NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.225471DistributionYr4Rt
Adjusted Qlfy Distri Yr5$443,629AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,764,008NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.160502DistributionYr5Rt
Total Distribution0.830313TotalDistributionRt
Average Distribution0.166063AverageDistributionRt
Net Vl Noncharitable Assets$3,265,308NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$542,247AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,414NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$543,661AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$568,420QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,414InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,414SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,414TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$32EsPenaltyAmt
Tax Due$1,446TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DEBARTOLOFAMILYFOUNDATION.COMWebsiteAddressTxt
Individual With BooksDEBARTOLO HOLDINGS LLCIndividualWithBooksNm
Phone8139088400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115436 N FLORIDA AVE SUITE 200AddressLine1
CityTAMPACity
StateFLState
ZIP Code33613ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDWARD J DEBARTOLO JR
16210 SIERRA DE AVILATAMPAFL33613PRESIDENT0.00$0$0$0
CYNTHIA R DEBARTOLO
16210 SIERRA DE AVILATAMPAFL33613VICE PRESIDENT0.00$0$0$0
LISA MARIE DEBARTOLO
934 S GOLF VIEW STTAMPAFL33629VICE PRESIDENT0.00$0$0$0
TIFFANIE L DEBARTOLO
418 THROCKMORTON AVEMILL VALLEYCA94941VICE PRESIDENT0.00$0$0$0
NICOLE A DEBARTOLO
5138 WEST LONGFELLOW AVENUETAMPAFL33629VICE PRESIDENT0.00$0$0$0
JAMES D PALERMO
622 DANUBE AVENUETAMPAFL33606SECRETARY0.00$0$0$0
DAVID S MALLITZ
16211 TALAVERA DE AVILATAMPAFL33613TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,825,573AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$489,460AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,315,033TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,315,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,725CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,265,308NetVlNoncharitableAssetsAmt
Minimum Investment Return$163,265MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$163,265MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,414TaxBasedOnInvestmentIncomeAmt
Total Tax$1,414TotalTaxAmt
Distributable Before Adj$161,851DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$161,851DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$161,851DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$568,420ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$568,420QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,414PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$567,006AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$161,851DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$306,938ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$428,470ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$285,629ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$265,512ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$268,311ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,554,860TotalExcessDistributionCyovAmt
Qualifying Distributions$568,420QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$161,851AppliedToCurrentYearAmt
Remaining Distri From Corpus$406,569RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,961,429TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$306,938ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,654,491ExcessDistriCyovToNextYrAmt
Excess From Year4$428,470ExcessFromYear4Amt
Excess From Year3$285,629ExcessFromYear3Amt
Excess From Year2$265,512ExcessFromYear2Amt
Excess From Year1$268,311ExcessFromYear1Amt
Excess From Current Year$406,569ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD J DEBARTOLO JRContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMELISSA JOHNSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115436 N FLORIDA AVE STE 200AddressLine1
CityTAMPACity
StateFLState
ZIP Code33613ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8139648302RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP OR GRANT APPLICATION FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 1ST FOR SCHOLARSHIPS; NO DEADLINE FOR GRANTSSubmissionDeadlinesTxt
Restrictions On AwardsTAMPA BAY AREA; FUNDS MUST BE USED FOR PROGRAMS AND NOT ADMINISTRATIVE COSTSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Address Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
ACADEMY OF HOLY NAMES
3319 BAYSHORE BLVDTAMPAFL33629NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
ADOPTION RELATED SERVICES OF PINELLAS
8800 49TH STREET NPINELLAS PARKFL33781NONEPUBLIC CHARITYPROGRAM SERVICES$4,720
ALEXANDER BOLTZ
521 SANDY CREEK DRIVEBRANDONFL33511NONESTUDENTSCHOLARSHIP$2,500
ALEXIS YORK HAWKINS
5328 PRIMOSE LAKE CIR STE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
AMAZING LOVE MINISTRIES
2801 N 17TH STREETTAMPAFL33605NONEPUBLIC CHARITYPROGRAM SERVICES$25,000
AMERICAN HEART ASSOCIATION
11207 BLUE HERON BLVD NORTHST PETERSBURGFL33716NONEPUBLIC CHARITYPROGRAM SERVICES$100
AMIKIDS INC
5915 BENJAMIN CENTER DRIVETAMPAFL33634NONEPUBLIC CHARITYPROGRAM SERVICES$3,200
ANGELA SEXTON
5820 TAYWOOD DRIVETAMPAFL33624NONESTUDENTSCHOLARSHIP$2,500
ANGELICA WILLIAMS
1021 ALCAZAR WAY SOUTHST PETERSBURGFL33705NONESTUDENTSCHOLARSHIP$2,500
AVAST
1631 FIREWHEEL DRIVEWESLEY CHAPELFL33543NONEPUBLIC CHARITYPROGRAM SERVICES$25,000
BACCHUS FOR CHARITY
1511 N WESTSHORE BLVD 1000TAMPAFL33607NONEPUBLIC CHARITYPROGRAM SERVICES$2,500
BITS N PIECES PUPPET THEATRE
21350 LAKE VIENNA DRIVELAND OLAKESFL34638NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
BRITTANY CRISTIANO
5328 PRIMROSE LAKE CIRCLE SUITE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
BROADRICK FAMILY FOUNDATION INC
19105 MERRY LANELUTZFL33548NONEPUBLIC CHARITYPROGRAM SERVICES$5,200
BUDDY BASEBALL
PO BOX 290361TEMPLE TERRACEFL33687NONEPUBLIC CHARITYPROGRAM SERVICES$500
CAMRY MOORE
10926 N ARDEN AVETAMPAFL33612NONESTUDENTSCHOLARSHIP$2,500
CELESTE LONG
5328 PRIMROSE LAKE CIRCLE SUITE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
CHILDREN'S CANCER CENTER
4901 WEST CYPRESS STREETTAMPAFL33607NONEPUBLIC CHARITYPROGRAM SERVICES$1,500
CHILDREN'S DREAM FUND
ONE PROGRESS PLAZA SUITE 820ST PETERSBURGFL33701NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
CHRISSY'S WISH MEMORIAL FUND
13 HERRICK AVENUEDIX HILLSNY11746NONEPUBLIC CHARITYPROGRAM SERVICES$500
CONNOR CHRISTIAN
6610 HEREFORD DRIVELAKELANDFL33810NONESTUDENTSCHOLARSHIP$2,500
CYSTIC FIBROSIS FOUNDATION
5100 WEST KENNEDY BLVD STE 195TAMPAFL33609NONEPUBLIC CHARITYPROGRAM SERVICES$250
DAVIN JOSEPH EVENTS FOR CAUSE FOUNDATION
PO BOX 4069TAMPAFL33677NONEPUBLIC CHARITYPROGRAM SERVICES$7,500
DONATELLO RESTAURANT
232 N DALE MABRY HWYTAMPAFL33609NONEPUBLIC CHARITYPROGRAM SERVICES$500
DONE RIGHT DOCUMENTS
970 LAKE CARILLON DRIVEST PETERSBURGFL33716NONEPUBLIC CHARITYPROGRAM SERVICES$4,950
ELENA LOPEZ
315 RIDGEVIEW NWINTER HAVENFL33880NONESTUDENTSCHOLARSHIP$2,500
ELIZABETH CALLAWAY
3408 REYNOLDSWOOD DRIVETAMPAFL33618NONESTUDENTSCHOLARSHIP$2,500
EMERGENCY CARE HELP ORGANIZATION
507 N PARSONS AVEBRANDONFL33510NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
FAMILY RESOURCES INC
5180 62ND AVENUE NPINELLAS PARKFL33781NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
FEEDING AMERICA TAMPA BAY
4702 TRANSPORT DRIVETAMPAFL33605NONEPUBLIC CHARITYPROGRAM SERVICES$11,000
FGCCFF
12211 WALSINGHAM ROADLARGOFL33778NONEPUBLIC CHARITYPROGRAM SERVICES$500
FLORIDA NEXT FOUNDATION
400 N ASHLEY DRTAMPAFL33602NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
FOUNDATION FOR DREAMS
16110 DREAM OAKS PLACESBRADENTONFL34212NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
FRACTURED ATLAS
THE FRIEND MOVEMENT 248 W 35THNEW YORKNY10001NONEPUBLIC CHARITYPROGRAM SERVICES$5,000STREET 10TH FLOOR
FRANKIE'S FRIENDS
3000 BUSCH LAKE BLVDTAMPAFL33614NONEPUBLIC CHARITYPROGRAM SERVICES$12,500
GREEN BERET FOUNDATION
18756 STONE OAK PKWYSAN ANTONIOFL78258NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
GUARDIAN ANGELS MEDICAL SERVICE DOGS
PO BOX 3521TAMPAFL33606NONEPUBLIC CHARITYPROGRAM SERVICES$1,500
HALEY HUTCHINSON
3751 TANNER ROADDOVERFL33527NONESTUDENTSCHOLARSHIP$2,500
HANDS ACROSS THE BAY
3800 ULMERTON RDCLEARWATERFL33762NONEPUBLIC CHARITYPROGRAM SERVICES$18,000
HCSO CHARITIES
PO BOX 3371TAMPAFL33601NONEPUBLIC CHARITYPROGRAM SERVICES$20,000
HEART GALLERY OF TAMPA BAY
5463 W WATERS AVE 850TAMPAFL33634NONEPUBLIC CHARITYPROGRAM SERVICES$4,200
HFBRF
PO BOX 272658TAMPAFL33688NONEPUBLIC CHARITYPROGRAM SERVICES$150
HIGH RISK HOPE
5432 LYKES LANETAMPAFL33611NONEPUBLIC CHARITYPROGRAM SERVICES$250
HILLARY ROGERS
5328 PRIMOSE LAKE CIR STE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
HUMANE SOCIETY OF NORTHWEST MONTANA
100 ADOPT A PET WAYKALISPELLMT59901NONEPUBLIC CHARITYPROGRAM SERVICES$2,000
HUMANE SOCIETY OF TAMPA BAY
3607 N ARMENIA AVETAMPAFL33607NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
HUYEN LE
418 24TH STREET NORTHST PETERSBURGFL33713NONESTUDENTSCHOLARSHIP$2,500
INTERSECTIONS INTERNATIONAL
145 28TH STREET - 11TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
JACKSON IN ACTION 83 FOUNDATION
3225 S MACDILL AVE STE 129 BOX 230TAMPAFL33629NONEPUBLIC CHARITYPROGRAM SERVICES$6,000
JARIAN JORDAN
5328 PRIMROSE LAKE CIRCLE SUITE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
JASON ACKERMAN FOUNDATION
18761 HILLSTONE DRIVEODESSAFL33556NONEPUBLIC CHARITYPROGRAM SERVICES$300
JATZELINE MENDEZ-BATISTA
11500 SUMMITT WEST BLVD APT 15FTAMPAFL33617NONESTUDENTSCHOLARSHIP$2,500
JESSIE HOWARD
119-B DANUBE AVETAMPAFL33606NONESTUDENTSCHOLARSHIP$2,500
JOHNAYSHA BELL
5328 PRIMOSE LAKE CIR STE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
JOYCE'S FAMILY FOUNDATION
2010 E MARTIN LUTHER KING JR BLVDTAMPAFL33610NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
JUAN TORRE
944 JERRY COURTLAKELANDFL33810NONESTUDENTSCHOLARSHIP$2,500
JUVENILE DIABETES RESEARCH FOUNDATION
9600 KOGER BLVD N STE 103ST PETERSBURGFL33702NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
KAYLESHIA JONES
PO BOX 290084TAMPAFL33687NONESTUDENTSCHOLARSHIP$2,500
KEISHALIZ RODRIGUEZ
5328 PRIMOSE LAKE CIR STE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
KELSEY SMITH
5510 JENNINGS ROADHAINES CITYFL33844NONESTUDENTSCHOLARSHIP$2,500
KIDS WITH A CALL INC
PO BOX 7771TAMPAFL33673NONEPUBLIC CHARITYPROGRAM SERVICES$200
KIMBERLY DE GRACIA
7301 CARRINGTON OAKS LANEAPOLLO BEACHFL33572NONESTUDENTSCHOLARSHIP$2,500
KIMBERLY DOSCHER
1007 APOLLO BEACH BLVD APT 205APOLLO BEACHFL33572NONESTUDENTSCHOLARSHIP$2,500
KRISTIN CORPUZ
PO BOX 27206TAMPAFL33623NONESTUDENTSCHOLARSHIP$2,500
KRISTIN STUBBS
806 LAKE HAVEN SQUARE APT 101BRANDONFL33511NONESTUDENTSCHOLARSHIP$2,500
LEARNING GATE COMMUNITY SCHOOL
16215 HANNA ROADLUTZFL33549NONEPUBLIC CHARITYPROGRAM SERVICES$500
LEUKEMIA & LYMPHOMA SOCIETY
13907 N DALE MABRY HIGHWAY SUITETAMPAFL33618NONEPUBLIC CHARITYPROGRAM SERVICES$500101
LIN YANG
12824 TURNSTONE CTHUDSONFL34669NONESTUDENTSCHOLARSHIP$2,500
LITTLE RED WAGON FOUNDATION
PO BOX 2532VALRICOFL33595NONEPUBLIC CHARITYPROGRAM SERVICES$500
LIVY'S HOPE
PO BOX 15326CLEARWATERFL33766NONEPUBLIC CHARITYPROGRAM SERVICES$500
LOST ANGELS ANIMAL RESCUE
PO BOX 260212TAMPAFL33685NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
LOWRY PARK ZOO
1101 W SLIGH AVENUETAMPAFL33604NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
LUKE MARKLEY
291 BROOKSHIRE DRIVELAKE WALESFL33898NONESTUDENTSCHOLARSHIP$2,500
MAGGIE'S ADDICTION RECOVERY FUND
6116 GLENWOOD AVENUEBOARDMANOH44512NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
MAIRA CALDERON
12203 SHELBY DRIVERIVERVIEWFL33579NONESTUDENTSCHOLARSHIP$2,500
MAKE-A-WISH CENTRAL & NORTHERN FLORIDA
324 N DALE MABRY HWYTAMPAFL33609NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
MAKE-A-WISH FOUNDATION
1719 W KENNEDY BOULEVARDTAMPAFL33606NONEPUBLIC CHARITYPROGRAM SERVICES$500
MATTHEW CALHOUN II
2750 HAVERHILL CTCLEARWATERFL33761NONESTUDENTSCHOLARSHIP$2,500
MEALS ON WHEELS OF TAMPA
550 W HILLSBOROUGH AVENUETAMPAFL33603NONEPUBLIC CHARITYPROGRAM SERVICES$3,200
MEGAN DUNN
7924 WOODGROVE CIRCLETAMPAFL33615NONESTUDENTSCHOLARSHIP$2,500
MODESTO HERNANDEZ
307 KUMMER DRIVEMULBERRYFL33860NONESTUDENTSCHOLARSHIP$2,500
MUSIC IN SCHOOLS TODAY
582 MARKET STREET SUITE 213SAN FRANCISCOCA94104NONEPUBLIC CHARITYPROGRAM SERVICES$2,500
NANNY ANGEL NETWORK
NONEPUBLIC CHARITYPROGRAM SERVICES$2,5001000 SHEPARD AVE WESTTORONTOONTARIOCAM3H 2T6
NAWAYNE DIXON
2219 EAST COLBY LANETAMPAFL33612NONESTUDENTSCHOLARSHIP$2,500
NEW LIFE VILLAGE
4926 VENICE LAKE AVETAMPAFL33619NONEPUBLIC CHARITYPROGRAM SERVICES$25,000
NICOLE CHRISTOPHERSON
3743 TROPHY BLVDNEW PORT RICHEYFL34655NONESTUDENTSCHOLARSHIP$2,500
PACE CENTER FOR GIRLS OF HILLSBOROUGH
1933 E HILLSBOROUGH AVENUE SUITETAMPAFL336108253NONEPUBLIC CHARITYPROGRAM SERVICES$3,200300
PASCO COUNTY LIBRARY SYSTEM
HUDSON REGIONAL LIBRARY 8012HUDSONFL34667NONEPUBLIC CHARITYPROGRAM SERVICES$250LIBRARY ROAD
PAUL'S PROJECT INC
1825 S PINELLAS AVE STE 108TARPON SPRINGSFL34689NONEPUBLIC CHARITYPROGRAM SERVICES$400
PEDIATRIC CANCER FOUNDATION
5550 W EXECUTIVE DRIVE SUITE 300TAMPAFL33609NONEPUBLIC CHARITYPROGRAM SERVICES$11,000
PEPIN FAMILY FOUNDATION
4121 N 50TH STREETTAMPAFL33610NONEPUBLIC CHARITYPROGRAM SERVICES$250
PLAYSMART INC
1311 N WESTSHORE BLVDTAMPAFL33607NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
RACING DOG RESCUE
PO BOX 18153SARASOTAFL34276NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
RAVEN ADAMS
3831 38TH STREET SOUTHST PETERSBURGFL33711NONESTUDENTSCHOLARSHIP$2,500
REDLANDS CHRISTIAN MIGRANT ASSOCIATION
402 W MAIN STREETIMMOKALEEFL34142NONEPUBLIC CHARITYPROGRAM SERVICES$1,500
REVOLUTIONS DANCE
411 LYNDHURST STREETDUNEDINFL34698NONEPUBLIC CHARITYPROGRAM SERVICES$150
ROBERT J NAWRATH SNT
20 SARAH DRIVEOLD BETHPAGENY11804NONEPUBLIC CHARITYPROGRAM SERVICES$250
ROTARY CLUB OF NEW TAMPA FOUNDATION
PO BOX 46446TAMPAFL33646NONEPUBLIC CHARITYPROGRAM SERVICES$2,500
RUTH ECKERD HALL INC
1111 N MCMULLEN BOOTH RDCLEARWATERFL33759NONEPUBLIC CHARITYPROGRAM SERVICES$500
RVR HORSE RESCUE INC
12611 HAYES CLAN ROADRIVERVIEWFL33579NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
RYAN NECE FOUNDATION
4401 W KENNEDY BLVD 3RD FLOORTAMPAFL33609NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
SALVADOR DALI MUSEUM INC
1 DALI BOULEVARDST PETERSBURGFL33701NONEPUBLIC CHARITYPROGRAM SERVICES$2,500
SARAH SALIMSORATHIA
7617 TERRACE RIVER DRTAMPAFL33637NONESTUDENTSCHOLARSHIP$2,500
SCORE
6706 N LAKE DRIVEZEPHYRHILLSFL33616NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
SENIORS IN SERVICE OF TAMPA BAY INC
1306 WEST SLIGH AVENUETAMPAFL33604NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
SHADIYA ALMALLAH
370 PATTERSON ROADHAINES CITYFL33844NONESTUDENTSCHOLARSHIP$2,500
SHANQUELL DIXON
5328 PRIMROSE LAKE CIRCLE SUITE ATAMPAFL33647NONESTUDENTSCHOLARSHIP$2,500
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 13483TAMPAFL336813483NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
ST JOSEPH'S HOSPITAL FOUNDATION
2700 W DR MLK BOULEVARD SUITE 310TAMPAFL33607NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
ST LAWRENCE CATHOLIC SCHOOL
5221 N HIMES AVENUETAMPAFL33614NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
STARTING RIGHT NOW
16057 TAMPA PALMS BLVD 231TAMPAFL33647NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
STEPHANIE VITALE
9151 HAWKINS CTNEW PORT RICHEYFL34655NONESTUDENTSCHOLARSHIP$2,500
SUNCOAST KIDS PLACE
17030 LAKESHORE ROADLUTZFL33558NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
SYLVIA THOMAS CENTER
500 LITHIA PINECREST ROADBRANDONFL33511NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
TAMPA JEWISH FAMILY SERVICES
13009 COMMUNITY CAMPUS DRIVETAMPAFL33625NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
THE ACADEMIES INC
3916 E HILLSBOROUGH AVENUETAMPAFL33610NONEPUBLIC CHARITYPROGRAM SERVICES$2,000
THE CHILDRENS HOME
10909 MEMORIAL HWYTAMPAFL33615NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
THE NURTURING CENTER
146 THIRD AVENUE WESTKALISPELLMT59901NONEPUBLIC CHARITYPROGRAM SERVICES$3,000
THE QUINTON AARON FOUNDATION
3402 N 22ND STREETTAMPAFL33605NONEPUBLIC CHARITYPROGRAM SERVICES$3,000
THE SHEPHERD CENTER
780 S PINELLAS AVETARPON SPRINGSFL34689NONEPUBLIC CHARITYPROGRAM SERVICES$4,000
THE SKILLS CENTER
5470 E BUSCH BOULEVARD 132TAMPAFL33617NONEPUBLIC CHARITYPROGRAM SERVICES$2,500
THE SPRING OF TAMPA BAY INC
PO BOX 4772TAMPAFL33677NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
THOMAS ST JOHN -
5906 TREVORS WAYTAMPAFL33625NONESTUDENTSCHOLARSHIP$2,500
TIANVICA RIDING ACADEMY
PO BOX 7301LAKELANDFL33807NONEPUBLIC CHARITYPROGRAM SERVICES$300
TOBY HALL FOUNDATION
9427 CORPORATE LAKE DRIVETAMPAFL33634NONEPUBLIC CHARITYPROGRAM SERVICES$3,000
TOYS FROM TYLER INC
8601 FORT SHEA AVENUEORLANDOFL32822NONEPUBLIC CHARITYPROGRAM SERVICES$250
US ARMY RANGER ASSOCIATION INC
PO BOX 52126FT BENNINGGA319952126NONEPUBLIC CHARITYPROGRAM SERVICES$10,000
US POSTAL SERVICE
PO BOX 39841TAMPAFL336309841NONEPUBLIC CHARITYPROGRAM SERVICES$200
UNIVERSITY AREA COMMUNITY DEVELOPMENT CO
14013 N 22ND STREETTAMPAFL33613NONEPUBLIC CHARITYPROGRAM SERVICES$5,500
USO TAMPA BAY INC
4100 GEORGE J BEAN PKWYTAMPAFL33622NONEPUBLIC CHARITYPROGRAM SERVICES$2,000
VALENTINO ACHAK DENG
849 VALENCIA STREETSAN FRANCISCOCA94110NONEPUBLIC CHARITYPROGRAM SERVICES$27,300
VANESSA BOSCAN
12918 LAKE VENTANA DRIVETAMPAFL33625NONESTUDENTSCHOLARSHIP$2,500
VICTORIA LEO
636 6TH STREETS LAKE WALESFL33853NONESTUDENTSCHOLARSHIP$2,500
VIETNAM VETERANS OF AMERICA
PO BOX 551INDIAN ROCKS BEACHFL33785NONEPUBLIC CHARITYPROGRAM SERVICES$250
VILLALOBOS RESCUE CENTER
PO BOX 771127NEW ORLEANSLA70177NONEPUBLIC CHARITYPROGRAM SERVICES$3,200
VINCENT HOUSE
4801 78TH AVENUE NORTHPINELLAS PARKFL33781NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
VINNY LECAVALIER FOUNDATION
1320 FORESTEDGE BLVDOLDSMARFL34677NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
VOICES FOR CHILDREN CASA OF MONTEREY
945 S MAIN STREET - STE 107SALINASCA93901NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
VOICES FOR CHILDREN
700 E TWIGG STREETTAMPAFL33602NONEPUBLIC CHARITYPROGRAM SERVICES$1,000
WARRICK DUNN CHARITIES
3223 HOWELL MILL ROAD NWATLANTAGA30327NONEPUBLIC CHARITYPROGRAM SERVICES$5,000
WE CARE FOOD PANTRY
PO BOX 331HOMOSASSAFL34487NONEPUBLIC CHARITYPROGRAM SERVICES$3,000
YOB FAMILY FOUNDATION
2002 W CLEVELAND STREETTAMPAFL33605NONEPUBLIC CHARITYPROGRAM SERVICES$3,200
ZAYNA BECKLES
4915 ANDROS DRIVETAMPAFL33629NONESTUDENTSCHOLARSHIP$2,500
ZHAINA BRYANT
2680 FAIRWAY AVE SST PETERSBURGFL33712NONESTUDENTSCHOLARSHIP$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$568,420TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,385ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$109,742ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$175,127ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$175,127TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (49 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ATT
13405 W MARTIN LUTHER KING BLVD 3106TAMPAFL33607$10,000Yes (X)
BJ ALAN COMPANY
2555 MARTIN LUTHER KING JR BLVDYOUNGSTOWNOH44502$8,000Yes (X)
BARRY WILLIAM
333 W MONROE STREET SUITE 1900CHICAGOIL60603$12,000Yes (X)
BRIDGESTONE RETAIL OPERATIONS LLC
42021 SUNNYDALE BLVDCLEARWATERFL33765$8,500Yes (X)
BRIGHT HOUSE NETWORKS LLC
54400 MLK BLVDTAMPAFL33614$22,000Yes (X)
BROADRICK FAMILY FOUNDATION INC
619105 MERRY LANELUTZFL33548$52,150Yes (X)
CHERRY BEKAERT HOLLAND
71700 BAYBERRY CT SUITE 300RICHMONDVA23226$12,000Yes (X)
CHRIS T SULLIVAN FOUNDATION INC
83717 W NORTH B STREETTAMPAFL33609$11,000Yes (X)
DANKER-BASHAM FOUNDATION INC
92202 N WESTSHORE BLVD 5TH FLOORTAMPAFL33607$39,000Yes (X)
DEBARTOLO HOLDINGS
1015436 N FLORIDA AVE STE 200TAMPAFL33613$23,601Yes (X)
DEBARTOLO JR EDWARD J
1116210 SIERRA DE AVILATAMPAFL33613$25,000Yes (X)
DEBARTOLO LISA
12934 S GOLF VIEW STTAMPAFL33629$12,330Yes (X)
DEBARTOLO NICOLE
135138 W LONGFELLOW AVETAMPAFL33629$21,400Yes (X)
DENISE DEBARTOLO YORK
144380 PEBBLE BEACH DRCANFIELDOH44406$18,000Yes (X)
DILLARD'S
151600 CANTRELL ROAD PO BOX 486LITTLE ROCKAR72201$5,000Yes (X)
EDWARD KOBEL
164934 SAINT CROIX DRIVETAMPAFL33629$10,000Yes (X)
FRANK RONALD MASTRIANA REV LVG TR
173012 N ATLANTIC BLVDFT LAUDERDALEFL33308$8,000Yes (X)
GEZA HENNI
1828 S TREASURE DRTAMPAFL33609$25,000Yes (X)
GOLDMAN SACHS CO
19PO BOX 3527PRINCETONNJ08543$19,027Yes (X)
HERBERT SIMON FAMILY FOUNDATION
20600 E 96TH STREET 510INDIANAPOLISIN46240$15,000Yes (X)
JAMES PALERMO
21622 DANUBE AVENUETAMPAFL33606$25,000Yes (X)
JEAN HENRI CINDY
22530 LAFAYETTE BLVDOLDSMARFL34677$28,000Yes (X)
JONATHAN A YOB TTE
232002 W CLEVELAND STREETTAMPAFL33605$5,000Yes (X)
KENNETH KENYHERCZ ANNETTE LANCASTER
2414706 WATERCHASE BLVDTAMPAFL33626$22,200Yes (X)
LIGHTNING FOUNDATION
25401 CHANNELSIDE DRIVETAMPAFL33602$25,000Yes (X)
MALLITZ INVESTMENT GROUP LLC
2616509 BAYCROSS DRIVELAKEWOOD RANCHFL34202$10,000Yes (X)
MALLITZ DAVID ELIZABETH
2716211 TALAVERA DE AVILATAMPAFL33613$13,200Yes (X)
MARK VORSATZ
281049 SAN RAYMUNDO ROADHILLSBOROUGHCA94010$5,000Yes (X)
MERRILL LYNCH
29717 5TH AVENUE - 5TH FLOORNEW YORKNY10022$8,000Yes (X)
MICHAEL METCALF
30PO BOX 18141TAMPAFL33679$41,400Yes (X)
MOFFITT CANCER CENTER
3112902 MAGNOLIA DRIVETAMPAFL33612$10,000Yes (X)
NEAL HARWELL PLC
32150 FOURTH AVE N 2000NASHVILLETN37219$8,000Yes (X)
NED MANAGEMENT
33ONE WELLS AVENUENEWTONMA02459$10,000Yes (X)
NEW FOUND FAMILY INC
3411225 US HWY 19 NORTH 21CLEARWATERFL33764$10,000Yes (X)
NID CORPORATION
3515436 N FLORIDA AVE STE 200TAMPAFL33613$200,000Yes (X)
PEPIN TOM
368511 VAN DYKE ROADODESSAFL33556$7,000Yes (X)
PRIMESPORT
371049 SAN RAYMUNDO ROADHILLSBOROUGHCA94010$42,643Yes (X)
READER NICHOLAS
3816412 AVILA BLVDTAMPAFL33613$14,000Yes (X)
SEMINOLE HARD ROCK HOTEL CASINO
395223 N ORIENT ROADTAMPAFL33610$25,000Yes (X)
SHOWTIME NETWORKS INC
401633 BROADWAYNEW YORKNY10019$26,000Yes (X)
SILVERA STEVE DANIELLE
414314 WORDSWORTH LANECHARLOTTENC28211$7,500Yes (X)
THE 545 GROUP
42555 CALIFORNIA ST 22ND FLSAN FRANCISCOCA94104$5,000Yes (X)
THE CAFARO FOUNDATION
432445 BELMONT AVENUEYOUNGSTOWNOH44504$25,000Yes (X)
THE RHOADS GROUP INC
44519 N HOWARD AVENUETAMPAFL33606$6,100Yes (X)
TONI EVERETT
453422 JEAN CIRCLETAMPAFL33629$11,650Yes (X)
WELLS FARGO BANK
4690 SOUTH 7TH STREETMINNEAPOLISMN55479$18,200Yes (X)
WELLS FARGO INS SVCS USA INC
47ONE WACHOVIA CENTERCHARLOTTENC28288$7,000Yes (X)
YAUGER BRIAN
488571A FOXWOOD COURTPOLANDOH44514$9,000Yes (X)
ZOLDAN RON
493615 SUGARBUSH DRIVECANFIELDOH44406$14,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MS INVESTMENT EQUITIES$1,293,407$1,686,886
MS INVESTMENT MUTUAL FUNDS$1,168,577$1,205,454

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$33,745$33,745$0
CREDIT CARD FEES$15,154$0$0
EVENT EXPENSES$450,881$0$0
MARKETING$5,240$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
EDWARD J DEBARTOLO JR
16210 SIERRA DE AVILATAMPAFL33613
NID CORPORATION
15436 N FLORIDA AVENUE SUITE 200TAMPAFL33613

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,605$0$0
FOREIGN TAXES$35$0$0

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