WILLIAM A GREGORY JR FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WILLIAM A GREGORY JR FOUNDATION INC (EIN 59-3607455)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-07
IRS object ID
201341279349100744
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-07T14:38:47-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FOELGNER RONZ & STRAW PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11301 66TH ST NAddressLine1
CitySAINT PETERSBURGCity
StateFLState
ZIP Code337105501ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN593607455EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WILLIAM A GREGORY JR FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWILLNameControl
Phone8137602792Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVEAddressLine1
Address Line2ROOM/SUITE 129AddressLine2
CityTAMPACity
StateFLState
ZIP Code33629ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHRISTOPHER TAYLORName
TitleDIRECTORTitle
Phone8137602792Phone
Date Signed2013-05-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL E HOROWITZName
Phone7273471120Phone
Date Prepared2013-05-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3305636FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss44InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm44InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm44InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss98537DividendsRevAndExpnss
Dividends Net Invst Incm98537DividendsNetInvstIncm
Dividends Adj Net Incm98537DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss4950NetGainSaleAssetsRevAndExpnss
Gross Sales Price423424GrossSalesPrice
Capital Gain Net Incm Net Invst Incm2120CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss3246OtherIncomeRevAndExpnss
Other Income Adj Net Incm3246OtherIncomeAdjNetIncm
Total Revenue And Expenses106777TotalRevenueAndExpenses
Total Net Investment Income100701TotalNetInvestmentIncome
Total Adjusted Net Income101827TotalAdjustedNetIncome
Legal Fees Rev And Expnss435LegalFeesRevAndExpnss
Legal Fees Net Invst Incm435LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss2500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2500AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss42782OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm42782OtherProfFeesNetInvstIncm
Taxes Rev And Expnss234TaxesRevAndExpnss
Taxes Net Invst Incm234TaxesNetInvstIncm
Other Expenses Rev And Expnss550OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm550OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss46501TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm46501TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss233600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps233600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss280101TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm46501TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps233600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-173324ExcessOfRevenueOverExpenses
Net Investment Income54200NetInvestmentIncome
Adjusted Net Income101827AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY55CashBOY
Savings And Temp Cash Invst BOY517356SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY286596SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV286596SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY2488151InvestmentsCorpStockBOY
Investments Corp Stock EOY2545642InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3019040InvestmentsCorpStockEOYFMV
Total Assets BOY3005562TotalAssetsBOY
Total Assets EOY2832238TotalAssetsEOY
Total Assets EOYFMV3305636TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY3005562RetainedEarningsBOY
Retained Earnings EOY2832238RetainedEarningsEOY
Total Net Assets BOY3005562TotalNetAssetsBOY
Total Net Assets EOY2832238TotalNetAssetsEOY
Total Liabilities Net Assets BOY3005562TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2832238TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3005562TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-173324ExcessOfRevenueOverExpenses
Subtotal2832238Subtotal
Total Net Assets Fund Balances EOY2832238TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income2120CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1177000QualifyingDistributionsYear1
Noncharitable Assets Year13292753NoncharitableAssetsYear1
Distribution Ratio Year10.053754DistributionRatioYear1
Qualifying Distributions Year2150701QualifyingDistributionsYear2
Noncharitable Assets Year23019395NoncharitableAssetsYear2
Distribution Ratio Year20.049911DistributionRatioYear2
Qualifying Distributions Year3177584QualifyingDistributionsYear3
Noncharitable Assets Year32669579NoncharitableAssetsYear3
Distribution Ratio Year30.066521DistributionRatioYear3
Qualifying Distributions Year4127270QualifyingDistributionsYear4
Noncharitable Assets Year42555236NoncharitableAssetsYear4
Distribution Ratio Year40.049808DistributionRatioYear4
Qualifying Distributions Year5145662QualifyingDistributionsYear5
Noncharitable Assets Year53133488NoncharitableAssetsYear5
Distribution Ratio Year50.046486DistributionRatioYear5
Total Distribution Ratio0.266480TotalDistributionRatio
Average Distribution Ratio0.053296AverageDistributionRatio
Net Noncharitable Assets3259069NetNoncharitableAssets
Adjusted Noncharitable Assets173695AdjustedNoncharitableAssets
One Percent Net Investment Income542OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One174237AdjNonchrtblAssetsAndOnePct
Qualifying Distributions233600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax542InvestmentIncomeExciseTax
Subtotal542Subtotal
Tax Based On Investment Income542TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment13PenaltyForUnderpayment
Tax Due555TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameKAREN F MILLSBooksInCareOfPersonName
Books In Care Of Phone Number8137602792BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVENUEAddressLine1
CityTAMPACity
StateFLState
ZIP Code33629ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HEIDI B MCCREE
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00000
KAREN F MILLS
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00000
CHRISTOPHER H TAYLOR
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2865000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances443700AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3308700TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets3308700AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable49631CashDeemedCharitable
Net Noncharitable Assets3259069NetNoncharitableAssets
Minimum Investment Return162953MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return162953MinimumInvestmentReturn
Tax Based On Investment Income542TaxBasedOnInvestmentIncome
Total Tax542TotalTax
Distributable Amount Before Adj162411DistributableAmountBeforeAdj
Distributable Amount Before Ded162411DistributableAmountBeforeDed
Distributable Amount As Adjusted162411DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions233600ExpensesAndContributions
Qualifying Distributions233600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm542OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions233058AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted162411DistributableAmountAsAdjusted
Excess Distri Carryover Year32779ExcessDistriCarryoverYear3
Excess Distri Carryover Year217299ExcessDistriCarryoverYear2
Excess Distri Carryover Year112983ExcessDistriCarryoverYear1
Total Excess Distri Carryover33061TotalExcessDistriCarryover
Qualifying Distributions233600QualifyingDistributions
Applied To Current Year162411AppliedToCurrentYear
Remaining Distri From Corpus71189RemainingDistriFromCorpus
Total Corpus104250TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year104250ExcessDistriCyovToNextYear
Excess From Year32779ExcessFromYear3
Excess From Year217299ExcessFromYear2
Excess From Year112983ExcessFromYear1
Excess From Current Year71189ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameCHRIS TAYLORRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVENUEAddressLine1
Address Line2SUITE 129AddressLine2
CityTAMPACity
StateFLState
ZIP Code33629ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8137602792RecipientPhoneNumber
Form And Info And MaterialsTHE PARTICIPANT MUST FORMALLY REQUEST ASSISTANCE FROM THE FOUNDATION IN A PERSONALLY WRITTEN ESSAY EXPLAINING WHY THEY BELIEVE THEY WOULD BE A GOOD CANDIDATE FOR THE SCHOLARSHIP. IN ADDITION TO THE ESSAY, THE APPLICANT MUST SUBMIT COPIES OF THE FAMILY'S TWO MOST RECENT YEARS' TAX RETURNS, CURRENT TRANSCRIPTS AND ANY OTHER DOCUMENTS TO SUPPORT A NEED FOR FINANCIAL ASSISTANCE.FormAndInfoAndMaterials
Submission DeadlinesJULY 1 AND FEBRUARY 1SubmissionDeadlines
Restrictions On AwardsGRANTS MAY ONLY BE USED FOR EDUCATIONAL EXPENSES. RECIPIENT MUST BE ENROLLED AS A FULL-TIME STUDENT AT AN ACCREDITED INSTITUTION. WHILE SCHOLARSHIPS ARE BASED ON NEED AND SCHOLASTIC ABILITY, THE APPLICANT SHOULD DEMONSTRATE COMMITTMENT TO THE TAMPA BAY AREA THROUGH ACTIVE COMMUNITY SERVICE.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
USF FOUNDATION
4202 E FOWLER AVE ALC100TAMPAFL33620PROVIDE SUPPORT FOR ACTIVITIES$50,000
UNIVERSITY OF TAMPA FOUNDATION
401 W KENNEDY BLVDTAMPAFL33606PROVIDE SUPPORT FOR ACTIVITIES$50,000
KEEP TAMPA BAY BEAUTIFUL
PO BOX 2104TAMPAFL33601PROVIDE SUPPORT FOR ACTIVITIES$25,500
HILLSBOROUGH EDUCATION FOUNDATION
2010 E HILLSBOROUGH AVETAMPAFL33610PROVIDE SUPPORT FOR ACTIVITIES$108,100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year233600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$44ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$98,537ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,120ExclusionAmount
Related Or Exempt Function Income2830RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionUS TRUST CLOSED CASH ACCOUNTDescription
Exclusion Code14ExclusionCode
Exclusion$3,246ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$103,947ExclusionAmount
Related Or Exempt Function Income2830RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA106777TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,500Amount
Net Investment Income2500NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

HEIDI B MCCREE
KAREN F MILLS
CHRISTOPHER H TAYLOR

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
How AcquiredPURCHASEHowAcquired
Gross Sales Price421304GrossSalesPrice
Basis418474Basis
Total Net2830TotalNet

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (6 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
MORGAN STANLEY SMITH BARNEY
UBS FINANCIAL - 2653153103157995
RAYMOND JAMES - 5962884981912550
RAYMOND JAMES - 5936
US TRUST646650743762
MORGAN STANLEY 1096028609081204733

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$435Amount
Net Investment Income435NetInvestmentIncome

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
OFFICE EXPENSES550550

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionUS TRUST CLOSED CASH ACCOUNTDescription
Revenue And Expenses Per Books3246RevenueAndExpensesPerBooks
Adjusted Net Income3246AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$42,782Amount
Net Investment Income42782NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$234Amount
Net Investment Income234NetInvestmentIncome

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