The Walter Foundation: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- The Walter Foundation (EIN 59-6205802)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2012-10-30
- IRS object ID
- 201203049349100000
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-30T05:37:20-07:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON MYERS & BROWN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596205802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALT | NameControl |
| Phone | 8139610530 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W K BAKER | Name |
| Title | TRUSTEE | Title |
| Phone | 8139610530 | Phone |
| Date Signed | 2012-10-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN L MYERS | Name |
| Phone | 8139610530 | Phone |
| Date Prepared | 2012-10-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15618613 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 199526 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 209204 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 209204 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 199526 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 0 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 408730 | TotalRevenueAndExpenses |
| Total Net Investment Income | 408730 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 10350 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1350 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 129266 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 129266 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 11366 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11366 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 150982 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 140632 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1350 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 760250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 760250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 911232 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 140632 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 761600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -502502 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 268098 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13570 | CashBOY |
| Cash EOY | 13395 | CashEOY |
| Cash EOYFMV | 13395 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1904858 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1460494 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1460494 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 13027953 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13322649 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14144724 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 14946381 | TotalAssetsBOY |
| Total Assets EOY | 14796538 | TotalAssetsEOY |
| Total Assets EOYFMV | 15618613 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 14946381 | CapitalStockBOY |
| Capital Stock EOY | 14796538 | CapitalStockEOY |
| Total Net Assets BOY | 14946381 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14796538 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14946381 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14796538 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14946381 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -502502 | ExcessOfRevenueOverExpenses |
| Other Increases | 352659 | OtherIncreases |
| Subtotal | 14796538 | Subtotal |
| Total Net Assets Fund Balances EOY | 14796538 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 808640 | QualifyingDistributionsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 713725 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14598332 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048891 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 642025 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17040049 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037677 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 417259 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18309067 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.022790 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 415991 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 18536007 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.022442 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.131800 | TotalDistributionRatio |
| Average Distribution Ratio | 0.026360 | AverageDistributionRatio |
| One Percent Net Investment Income | 2681 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2681 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 761600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling Letter | 1966-07-26 | DateOfRulingLetter |
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2681 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2681 | Subtotal |
| Tax Based On Investment Income | 2681 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10003 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10003 | TotalCreditsAndPayments |
| Original Return Overpayment | -10003 | OriginalReturnOverpayment |
| Overpayment | 7322 | Overpayment |
| Amount Credited To Next Year | 7322 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W K BAKER TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8139610530 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| W K BAKER | ||||||||
| 2145 CARROLL GDN LANE | TAMPA | FL | 33612 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| R A WALTER ONE HARBOR PL | ||||||||
| 777 SO HARBOR ISLAND | TAMPA | FL | 33602 | 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 | ||||||||
| 777 SO HARBOR ISLAND | TAMPA | FL | 33602 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 2681 | TaxBasedOnInvestmentIncome |
| Total Tax | 2681 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 761600 | ExpensesAndContributions |
| Qualifying Distributions | 761600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2681 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 758919 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 655118 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 716689 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 811418 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2183225 | TotalExcessDistriCarryover |
| Qualifying Distributions | 761600 | QualifyingDistributions |
| Remaining Distri From Corpus | 761600 | RemainingDistriFromCorpus |
| Total Corpus | 2944825 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 2944825 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 655118 | ExcessFromYear3 |
| Excess From Year2 | 716689 | ExcessFromYear2 |
| Excess From Year1 | 811418 | ExcessFromYear1 |
| Excess From Current Year | 761600 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | W K BAKER TRUSTEE | RecipientName |
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 Number | 8139610530 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIAL FORMS MUST BE RECOGNIZED AS A QUALIFIED CHARITY | FormAndInfoAndMaterials |
| Submission Deadlines | NO | SubmissionDeadlines |
| Restrictions On Awards | NO | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| TAMPA GENERAL HOSPITAL FOUNDATION | ||||||
| PO BOX 1289 | TAMPA | FL | 33601 | 501(c)(3) | 501(c)(3) | $45,000 |
| EASTER SEALS | ||||||
| 7402 N 56TH ST STE 906 | TEMPLE TERRACE | FL | 33617 | 501(c)(3) | 501(c)(3) | $20,000 |
| KELLY GREEN EVANGELISTIC ASSOCIATION | ||||||
| PO BOX 949 | BRANDON | FL | 335090949 | 501(c)(3) | 501(c)(3) | $38,000 |
| TAMPA METRO YMCA | ||||||
| 110 EAST OAK AVENUE | TAMPA | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| 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) | $55,000 |
| OPERATION MOBILIZATION | ||||||
| P O BOX 444 | TYRONE | GA | 30290 | 501(c)(3) | 501(c)(3) | $5,000 |
| CRISIS CENTER OF TAMPA | ||||||
| 1 CRISIS CENTER PLAZA | TAMPA | FL | 33613 | 501(c)(3) | 501(c)(3) | $20,000 |
| FLORIDA AQUARIUM INC | ||||||
| 701 CHANNELSIDE DRIVE | TAMPA | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| 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) | $20,000 |
| 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 |
| USF FOUNDATION THE JIM WALTER PARTNERSHIP | ||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | 501(c)(3) | 501(c)(3) | $15,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 3709 W JETTON AVE | TAMPA | FL | 33629 | 501(c)(3) | 501(c)(3) | $14,750 |
| LIFEPATH HOSPICE | ||||||
| 3010 W AZEELE STREET | TAMPA | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| THE FLORIDA ORCHESTRA | ||||||
| 244 SECOND AVENUE SUITE 421 | ST PETERSBURG | FL | 33701 | 501(c)(3) | 501(c)(3) | $75,000 |
| METROPOLITAN MINISTRIES | ||||||
| 2002 N FLORIDA AVENUE | TAMPA | FL | 33602 | 501(c)(3) | 501(c)(3) | $10,000 |
| THE NAVIGATORS | ||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | 501(c)(3) | 501(c)(3) | $5,000 |
| 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 |
| FLORIDA SYNERGY INC | ||||||
| P O BOX 897 | LAND O LAKES | FL | 34639 | 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) | $20,000 |
| JUDEO CHRISTIAN HEALTH CLINIC | ||||||
| 4120 1/2 N MACDILL AVE | TAMPA | FL | 33607 | 501(c)(3) | 501(c)(3) | $2,500 |
| UNIVERSITY OF TAMPA | ||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | 501(c)(3) | 501(c)(3) | $100,000 |
| PEDIATRIC CANCER FOUNDATION | ||||||
| 5550 WEST EXECUTIVE DRIVE SUITE 300 | TAMPA | FL | 33609 | 501(c)(3) | 501(c)(3) | $5,000 |
| FOCUS ON FEMALE EDUCATION | ||||||
| 3001 W SWANN AVENUE | TAMPA | FL | 33609 | 501(c)(3) | 501(c)(3) | $20,000 |
| TAMPA PREPATORY SCHOOL | ||||||
| 625 NORTH BLVD | TAMPA | FL | 33606 | 501(c)(3) | 501(c)(3) | $2,500 |
| 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) | $3,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | 501(c)(3) | 501(c)(3) | $2,500 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 501(c)(3) | 501(c)(3) | $2,000 |
| INTERNATIONAL MOUNTAIN LEADERSHIP INSTITUTE | ||||||
| P O BOX 14 | MARIETTA | OK | 73448 | 501(c)(3) | 501(c)(3) | $1,000 |
| BOY SCOUTS OF AM- GULF RIDGE | ||||||
| 13228 N CENTRAL AVENUE | TAMPA | FL | 33612 | 501(c)(3) | 501(c)(3) | $10,000 |
| MISSON TAMPA | ||||||
| P O BOX | TAMPA | FL | 33609 | 501(c)(3) | 501(C)(3) | $500 |
| SOUTH TAMPA FELLOWSHIP CHURCH | ||||||
| 97 W BISCAYNE AVE | TAMPA | FL | 33606 | 501(c)(3) | 501(c)(3) | $54,500 |
| 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 |
| TAMPA PREPARATORY SCHOOL | ||||||
| X | TAMPA | FL | 33609 | 501(c)(3) | 501(c)(3) | $10,000 |
| THE HUMANE SOCIETY OF TAMPA BAY | ||||||
| 3607 NORTH ARMENIA AVE | TAMPA | FL | 33607 | 501(c)(3) | 501(c)(3) | $2,500 |
| UNDERGROUND NETWORK INC | ||||||
| 3011 6TH AVE S | ST PETERSBURG | FL | 33712 | 501(c)(3) | 501(c)(3) | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 760250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900001 | BusinessCode |
| Unrelated Business Income | $199,526 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 2 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900001 | BusinessCode |
| Unrelated Business Income | $209,204 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 32 | ExclusionCode |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Exclusion Code | 3 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $408,730 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 408730 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gordon, Myers, & Brown Tax preparation | Category |
| Amount | $10,350 | Amount |
| Disbursements Charitable Prps | 1350 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Comerica Borkerage Acount | 14304 | 37405 |
| Captrust Metwest | 2215110 | 2099669 |
| Captrust 4075 | 2250520 | 2343206 |
| Captrust 4162 | 2376869 | 2637610 |
| Wells Fargo | 2365382 | 2384568 |
| Wells Fargo - Snow Capital | 973258 | 1047829 |
| Wells Fargo Neuberger Berman | 1752509 | 2068030 |
| Wells Fargo Eagle Management | 1168068 | 1281414 |
| Wells Fargo Trading | 25050 | 15159 |
| NFP Securities | 181579 | 229834 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net realized capital gains | Description |
| Amount | $352,659 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Various Brokerages Investment services | $129,151 | 129151 |
| Bank of America Collection fees | $115 | 115 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid | Category |
| Amount | $11,366 | Amount |
| Net Investment Income | 11366 | NetInvestmentIncome |