WILLIAM A GREGORY JR FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WILLIAM A GREGORY JR FOUNDATION INC (EIN 59-3607455)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201203209349100850
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T08:18:16-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-07-03DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL HOROWITZName
Phone7273471120Phone
Date Prepared2012-11-15DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3142353FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss94134ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss39InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm39InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm39InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss65611DividendsRevAndExpnss
Dividends Net Invst Incm65611DividendsNetInvstIncm
Dividends Adj Net Incm65611DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss54284NetGainSaleAssetsRevAndExpnss
Gross Sales Price817544GrossSalesPrice
Capital Gain Net Incm Net Invst Incm13425CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses214068TotalRevenueAndExpenses
Total Net Investment Income79075TotalNetInvestmentIncome
Total Adjusted Net Income65650TotalAdjustedNetIncome
Legal Fees Rev And Expnss3524LegalFeesRevAndExpnss
Legal Fees Net Invst Incm3524LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss2000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2000AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss38808OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm38808OtherProfFeesNetInvstIncm
Taxes Rev And Expnss751TaxesRevAndExpnss
Taxes Net Invst Incm751TaxesNetInvstIncm
Other Expenses Rev And Expnss2959OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2959OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss48042TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm48042TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss177000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps177000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss225042TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm48042TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps177000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-10974ExcessOfRevenueOverExpenses
Net Investment Income31033NetInvestmentIncome
Adjusted Net Income65650AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY55CashEOY
Cash EOYFMV55CashEOYFMV
Savings And Temp Cash Invst BOY595004SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY517356SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV517356SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY2421532InvestmentsCorpStockBOY
Investments Corp Stock EOY2488151InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2624942InvestmentsCorpStockEOYFMV
Total Assets BOY3016536TotalAssetsBOY
Total Assets EOY3005562TotalAssetsEOY
Total Assets EOYFMV3142353TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY3016536RetainedEarningsBOY
Retained Earnings EOY3005562RetainedEarningsEOY
Total Net Assets BOY3016536TotalNetAssetsBOY
Total Net Assets EOY3005562TotalNetAssetsEOY
Total Liabilities Net Assets BOY3016536TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3005562TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3016536TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-10974ExcessOfRevenueOverExpenses
Subtotal3005562Subtotal
Total Net Assets Fund Balances EOY3005562TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income13425CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1150701QualifyingDistributionsYear1
Noncharitable Assets Year13019395NoncharitableAssetsYear1
Distribution Ratio Year10.049911DistributionRatioYear1
Qualifying Distributions Year2177584QualifyingDistributionsYear2
Noncharitable Assets Year22669579NoncharitableAssetsYear2
Distribution Ratio Year20.066521DistributionRatioYear2
Qualifying Distributions Year3127270QualifyingDistributionsYear3
Noncharitable Assets Year32555236NoncharitableAssetsYear3
Distribution Ratio Year30.049808DistributionRatioYear3
Qualifying Distributions Year4145662QualifyingDistributionsYear4
Noncharitable Assets Year43133488NoncharitableAssetsYear4
Distribution Ratio Year40.046486DistributionRatioYear4
Qualifying Distributions Year5145926QualifyingDistributionsYear5
Noncharitable Assets Year52396823NoncharitableAssetsYear5
Distribution Ratio Year50.060883DistributionRatioYear5
Total Distribution Ratio0.273609TotalDistributionRatio
Average Distribution Ratio0.054722AverageDistributionRatio
Net Noncharitable Assets3292753NetNoncharitableAssets
Adjusted Noncharitable Assets180186AdjustedNoncharitableAssets
One Percent Net Investment Income310OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One180496AdjNonchrtblAssetsAndOnePct
Qualifying Distributions177000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax621InvestmentIncomeExciseTax
Subtotal621Subtotal
Tax Based On Investment Income621TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment233EstTaxPaymentsAndOverpayment
Total Credits And Payments233TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment7PenaltyForUnderpayment
Tax Due395TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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

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 Securities2750941AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances591955AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3342896TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets3342896AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable50143CashDeemedCharitable
Net Noncharitable Assets3292753NetNoncharitableAssets
Minimum Investment Return164638MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return164638MinimumInvestmentReturn
Tax Based On Investment Income621TaxBasedOnInvestmentIncome
Total Tax621TotalTax
Distributable Amount Before Adj164017DistributableAmountBeforeAdj
Distributable Amount Before Ded164017DistributableAmountBeforeDed
Distributable Amount As Adjusted164017DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions177000ExpensesAndContributions
Qualifying Distributions177000QualifyingDistributions
Adj Qualifying Distributions177000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted164017DistributableAmountAsAdjusted
Excess Distri Carryover Year22779ExcessDistriCarryoverYear2
Excess Distri Carryover Year117299ExcessDistriCarryoverYear1
Total Excess Distri Carryover20078TotalExcessDistriCarryover
Qualifying Distributions177000QualifyingDistributions
Applied To Current Year164017AppliedToCurrentYear
Remaining Distri From Corpus12983RemainingDistriFromCorpus
Total Corpus33061TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year33061ExcessDistriCyovToNextYear
Excess From Year22779ExcessFromYear2
Excess From Year117299ExcessFromYear1
Excess From Current Year12983ExcessFromCurrentYear

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 (5 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
TAMPA BAY BEAUTIFICATION
PO BOX 2104TAMPAFL33601PROVIDE SUPPORT FOR ACTIVITIES$25,000
HILLSBOROUGH EDUCATION FOUNDATION
2010 E HILLSBOROUGH AVETAMPAFL33610PROVIDE SUPPORT FOR ACTIVITIES$49,000
ZETA TAU ALPHA FOUNDATION
3450 FOUNDERS ROADINDIANAPOLISIN46268PROVIDE SUPPORT FOR ACTIVITIES$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year177000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$39ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$65,611ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$54,284ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$119,934ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA119934TotalPartXVIA

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualESTATE OF WILLIAM A GREGORY JRContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1531AddressLine1
CityTAMPACity
StateFLState
ZIP Code336011531ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions94134AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,000Amount
Net Investment Income2000NetInvestmentIncome

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 (6 entries)

NameNameDate AcquiredDateAcquiredHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceBasisBasisTotal NetTotalNet
MORGAN STANLEY2008-01PURCHASE2011-1213348410980323681
RAYMOND JAMES - 59622011-04PURCHASE2011-1235673680-113
RAYMOND JAMES - 59622008-01PURCHASE2011-12206133249533-43400
US TRUST2011-04PURCHASE2011-12136721142728-6007
US TRUST - WASH SALE2011-04PURCHASE2011-1286018601
US TRUST2011-04PURCHASE2011-1231561324891566698

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
MORGAN STANLEY SMITH BARNEY8556381017710
UBS FINANCIAL - 2653147948143782
RAYMOND JAMES - 5962822421801308
RAYMOND JAMES - 593650004
US TRUST612140662142

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$3,524Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
OFFICE EXPENSES29592959

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$38,808Amount
Net Investment Income38808NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$751Amount
Net Investment Income751NetInvestmentIncome

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