The Walter Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Walter Foundation (EIN 59-6205802)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2014-09-29
- IRS object ID
- 201402729349100205
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-29T13:21:19-07:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Myers & Brown | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N Florida Ave | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33613 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596205802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Walter Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 8139610530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N Florida Ave | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33613 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A WALTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8139610530 | PhoneNum |
| Signature | 2014-09-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L MYERS | PreparerPersonNm |
| Phone | 8139610530 | PhoneNum |
| Preparation | 2014-09-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,489,334 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $286,953 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $286,953 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,201 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,201 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,670 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $516,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $516,824 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $178,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $178,356 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,183 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $201,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $877,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $877,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,079,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $877,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$562,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $315,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,462 | CashBOYAmt |
| Cash EOY | $22,392 | CashEOYAmt |
| Cash EOYFMV | $22,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,662,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,022,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,022,077 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,372,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,444,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,444,865 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,100,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,489,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,489,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,100,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,489,334 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,100,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,489,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,100,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,489,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,100,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$562,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,950,980 | OtherIncreasesAmt |
| Subtotal | $17,489,334 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,489,334 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $828,267 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $758,919 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $808,640 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $713,725 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $642,025 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Investment Income Pct | $3,150 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $877,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 1966-07-26 | RulingLetterDt |
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,150 | SubtotalAmt |
| Tax Based On Investment Income | $3,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,589 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,589 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,589 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,439 | OverpaymentAmt |
| Applied To ES Tax | $1,439 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven L Myers Trustee | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8139610530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13623 N FLORIDA AVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 336133216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| W K BAKER | ||||||||
| 2145 CARROLL GDN LANE | TAMPA | FL | 33612 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| R A WALTER ONE HARBOR PL | ||||||||
| 13623 N Florida Ave | TAMPA | FL | 33613 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| S L MYERS | ||||||||
| 13623 N FLA AVE | TAMPA | FL | 33613 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| A J WALTER | ||||||||
| 13623 N Florida Ave | TAMPA | FL | 33613 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,150 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $877,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $877,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,150 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $874,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $655,118 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $716,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $811,418 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $761,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $831,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,775,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $877,400 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $877,400 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,653,225 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $655,118 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,998,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $716,689 | ExcessFromYear4Amt |
| Excess From Year3 | $811,418 | ExcessFromYear3Amt |
| Excess From Year2 | $761,600 | ExcessFromYear2Amt |
| Excess From Year1 | $831,000 | ExcessFromYear1Amt |
| Excess From Current Year | $877,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN L MYERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13263 N FLORIDA AVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 336133216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8139610530 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS MUST BE RECOGNIZED AS A QUALIFIED CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Tampa General Hospital Foundation | ||||||
| PO Box 1289 | Tampa | FL | 33601 | 501(c)(3) | 501(c)(3) | $57,000 |
| Easter Seals | ||||||
| 7402 N 56th St Ste 906 | Temple Terrace | FL | 33617 | 501(c)(3) | 501(c)(3) | $30,000 |
| Kelly Green Evangelistic Association | ||||||
| PO Box 949 | Brandon | FL | 335090949 | 501(c)(3) | 501(c)(3) | $35,000 |
| Tampa Metro YMCA | ||||||
| 110 East Oak Avenue | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $2,500 |
| Doctors Without Borders | ||||||
| 333 7th Ave | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Construction for Worldwide Evangelism | ||||||
| 4301 West South Avenue | Tampa | FL | 33614 | 501(c)(3) | 501(c)(3) | $35,000 |
| Forest Hills United Methodists Church | ||||||
| 904 W Linebaugh Ave | Tampa | FL | 33612 | 501(c)(3) | 501(c)(3) | $10,000 |
| Mt Carmel CDC | ||||||
| 908 Palm Bluff Street | Clearwater | FL | 33755 | 501(c)(3) | 501(c)(3) | $2,500 |
| Idlewild Baptist Church | ||||||
| PO Box 44 | Lutz | FL | 33548 | 501(c)(3) | 501(c)(3) | $75,000 |
| The Florida Aquarium | ||||||
| 701 Channelside Drive | Tampa | FL | 336025600 | 501(c)(3) | 501(c)(3) | $10,000 |
| Crisis Center of Tampa | ||||||
| 1 Crisis Center Plaza | Tampa | FL | 33613 | 501(c)(3) | 501(c)(3) | $30,000 |
| Competitive Enterprise Institute | ||||||
| 293 Pennsylvania Ave 9E | Washington | DC | 20003 | 501(c)(3) | 501(c)(3) | $5,000 |
| Florida Museum of Photographic Art | ||||||
| 200 North Tampa Street 130 | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| MacDonald Training Center | ||||||
| 5420 W Cypress Street | Tampa | FL | 33607 | 501(c)(3) | 501(c)(3) | $10,000 |
| Meals on Wheels Tampa | ||||||
| 550 W Hillsborough Ave | Tampa | FL | 33603 | 501(c)(3) | 501(c)(3) | $30,000 |
| Salvation Army | ||||||
| PO Box 24048 | Tampa | FL | 33623 | 501(c)(3) | 501(c)(3) | $10,000 |
| Tampa Lighthouse for the Blind | ||||||
| 1106 W Platt Street | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $10,000 |
| American Cancer Society | ||||||
| 3709 W Jetton Ave | Tampa | FL | 33629 | 501(c)(3) | 501(c)(3) | $11,000 |
| The Florida Orchestra | ||||||
| 244 Second Avenue Suite 421 | St Petersburg | FL | 33701 | 501(c)(3) | 501(c)(3) | $25,000 |
| Metropolitan Ministries | ||||||
| 2002 N Florida Avenue | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Seniors in Service Tampa Bay | ||||||
| 1306 W Sligh Ave | Tampa | FL | 33604 | 501(c)(3) | 501(c)(3) | $5,000 |
| First Priority of Tampa Bay | ||||||
| 3137 S Waverly Park | Tampa | FL | 33629 | 501(c)(3) | 501(c)(3) | $2,500 |
| A Brighter Community | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $15,000 |
| Vanderbilt University | ||||||
| 2201 West End Ave | Nashville | TN | 37235 | 501(c)(3) | 501(c)(3) | $10,000 |
| Hope Children's Home | ||||||
| 11415 Hope International Drive | Tampa | FL | 33625 | 501(c)(3) | 501(c)(3) | $25,000 |
| Judeo Christian Health Clinic | ||||||
| 4120 1/2 N MacDill Ave | Tampa | FL | 33607 | 501(c)(3) | 501(c)(3) | $5,000 |
| University of Tampa | ||||||
| 401 W Kennedy Blvd | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $50,000 |
| Amazing Love Ministries | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| Tampa Preparatory School | ||||||
| 625 North Blvd | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $10,000 |
| Zenon Ministries | ||||||
| 2823 Lake Saxon Drive | Land o Lakes | FL | 34639 | 501(c)(3) | 501(c)(3) | $5,000 |
| Brighter Tomorrows | ||||||
| 3111 W Martin Luther Jr Blvd | Tampa | FL | 33607 | 501(c)(3) | 501(c)(3) | $2,500 |
| Golden Retreiver Rescue of Mid Florida | ||||||
| 9132 Ridge Pine Trail | Orlando | FL | 32819 | 501(c)(3) | 501(c)(3) | $4,000 |
| Juvenile Diabetes Research Foundation | ||||||
| 26 Broadway | New York | NY | 10004 | 501(c)(3) | 501(c)(3) | $15,000 |
| Heifer International | ||||||
| 1 World Ave | Little Rock | AR | 72202 | 501(c)(3) | 501(c)(3) | $4,000 |
| Impact Tampa Bay | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| Boy Scouts of Am- Gulf Ridge | ||||||
| 13228 N Central Avenue | Tampa | FL | 33612 | 501(c)(3) | 501(c)(3) | $15,000 |
| South Tampa Fellowship Church | ||||||
| 97 W Biscayne Ave | Tampa | FL | 33606 | 501(c)(3) | 501(c)(3) | $35,000 |
| Southeastern Guide Dogs Inc | ||||||
| 4210 77th St E | Palmetto | FL | 34221 | 501(c)(3) | 501(c)(3) | $15,000 |
| Tampa Bay Performing Arts Center | ||||||
| 1010 North WC MacInnes Place | Tampa | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| Reason Foundation | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| The Humane Society of Tampa Bay | ||||||
| 3607 North Armenia Ave | Tampa | FL | 33607 | 501(c)(3) | 501(c)(3) | $2,500 |
| Total Stageworks Theatre | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| Tamco Foundation Inc | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| Central Christian Church | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| Charleston County Library | ||||||
| 68 Calhoun St | Charleston | SC | 29401 | 501(c)(3) | 501(c)(3) | $12,000 |
| Hyde Park Methodist Church | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| Lake Carroll Baptist Church | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $25,000 |
| Oakwood Community Church | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| Odessa Baptist Church | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| RTS Missions | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $15,000 |
| Salesian Society of Florida Inc | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| Summit Baptist Church | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $15,000 |
| Alpha House of Tampa | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $4,400 |
| Boys & Girls Clubs of Tampa | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $15,000 |
| Florida Synergy Inc | ||||||
| x | Tampa | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| Foundation of the Massachusetts Eye & Ear | ||||||
| 243 Charles St | Boston | MA | 02114 | 501(c)(3) | 501(c)(3) | $20,000 |
| Ocular Surface Foundation | ||||||
| 5201 Blue Lagood Dr Ste 100 | Miami | FL | 33126 | 501(c)(3) | 501(c)(3) | $20,000 |
| USF Foundation | ||||||
| 4202 E Fowler Av ALC100 | Tampa | FL | 33620 | 501(c)(3) | 501(c)(3) | $20,000 |
| Vetsports Inc | ||||||
| 11010 West Ave | Kensington | MD | 20895 | 501(c)(3) | 501(c)(3) | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $877,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $286,953 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 2 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $200,201 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 32 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,670 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $516,824 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $516,824 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon, Myers, & Brown Tax preparation | CategoryTxt |
| Amt | $14,250 | Amt |
| Net Investment Income | $14,250 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Comerica Brokerage Acount | $37,405 | $37,405 |
| Captrust Metwest | $2,542,341 | $2,542,341 |
| Captrust 4075 | $2,510,383 | $2,510,383 |
| Captrust 4162 | $2,869,701 | $2,869,701 |
| Wells Fargo | $2,413,607 | $2,413,607 |
| Wells Fargo - Snow Capital | $1,711,061 | $1,711,061 |
| Raymond James 4665 | $2,016,006 | $2,016,006 |
| Wells Fargo Eagle Management | $1,569,637 | $1,569,637 |
| Wells Fargo - Trading | $15,129 | $15,129 |
| Captrust 0553 | $759,595 | $759,595 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $29,670 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,670 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Net realized capital gains | $1,110,999 |
| Unrealized gains on securities | $1,839,981 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Various Brokerages Investment services | $177,779 | $177,779 |
| Bank of America Collection fees | $405 | $405 |
| Administrative Office | $172 | $172 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid | CategoryTxt |
| Amt | $9,183 | Amt |
| Net Investment Income | $9,183 | NetInvestmentIncomeAmt |