HENDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON FAMILY FOUNDATION INC (EIN 47-2469963)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-04
- IRS object ID
- 202632479349100723
- Schema version
- 2025v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-04T21:23:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811343524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1SOURCE PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 S HOWARD AVE STE 203 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336062473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472469963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDERSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 8136621558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 172007 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD SAKOW | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8136621558 | PhoneNum |
| Signature | 2026-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DEGANCE CPA | PreparerPersonNm |
| PTIN | P00443908 | PTIN |
| Phone | 8132547222 | PhoneNum |
| Preparation | 2026-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,324,153 | 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 | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $81 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,742 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,742 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $408,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,678,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $408,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,309 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,823 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,357 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,357 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,823 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,774 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,924 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $491,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $425,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,823 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,897 | CashBOYAmt |
| Cash EOY | $72,702 | CashEOYAmt |
| Cash EOYFMV | $72,702 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,954,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,251,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,251,451 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,011,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,324,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,324,153 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $61 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $61 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,010,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,324,153 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,010,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,324,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,011,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,324,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,010,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,359,555 | OtherIncreasesAmt |
| Subtotal | $9,327,900 | SubtotalAmt |
| Other Decreases | $3,747 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,324,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MERRILL LYNCH- 3171 | $1,785,685 | $1,815,911 | -$30,226 | -$30,226 |
| MERRILL LYNCH- 3171 | $892,712 | $454,000 | $438,712 | $438,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $408,486 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$30,226 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $157 | EsPenaltyAmt |
| Overpayment | $627 | OverpaymentAmt |
| Applied To ES Tax | $627 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID HENDERSON | IndividualWithBooksNm |
| Phone | 8136621558 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 172007 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGORY L HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID M HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GREGORY L HENDERSON JR | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KRISTEN M HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MATTHEW D HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,988,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,122,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,122,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,000,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,316 | TotalTaxAmt |
| Distributable Before Adj | $394,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $394,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $394,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $425,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $425,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $11,162 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,162 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $425,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $394,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,382 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,544 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,162 | ExcessFromYear1Amt |
| Excess From Current Year | $30,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BELL SHOALS CHURCH - REAL HOPE FOOD | |||||||
| 2102 BELL SHOALS ROAD | BRANDON | FL | 33511 | NC | CHARITABLE CONTRIBUTION | $136,900 | |
| BERKELY PREPARATORY SCHOOL | |||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | NC | CHARITABLE CONTRIBUTION | $5,000 | |
| BOYS AND GIRLS CLUB OF TAMPA BAY | |||||||
| 1307 N MACDILL AVE | TAMPA | FL | 33607 | NC | CHARITABLE CONTRIBUTION | $33,200 | |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY STREET | NEW YORK | NY | 10281 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| ELK INSTITUTE FOR PSYCHOLOGICAL HEALTH & PERFORMANCE INC | |||||||
| 3750 GUNN HWY 304 | TAMPA | FL | 33618 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| FLORIDA CANCER SPECIALISTS FOUNDATION | |||||||
| 5985 SILVER FALLS RUN | BRADENTON | FL | 34211 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| FRIENDS OF JOSHUA HOUSE FOUNDATION | |||||||
| 1515 MICHELIN CT | LUTS | FL | 33549 | NC | CHARITABLE CONTRIBUTION | $20,000 | |
| GRACE FAMILY CHURCH OF NORTH TAMPA | |||||||
| 4479 W GANDY BLVD | TAMPA | FL | 33611 | NC | CHARITABLE CONTRIBUTION | $115,200 | |
| INSTRUMENTS 4 LIFE | |||||||
| 1101 RAY CHARLES BLVD | TAMPA | FL | 33602 | NC | CHARITABLE CONTRIBUTION | $6,700 | |
| JOHN B GORRIE FOUNDATION | |||||||
| 705 W DE LEON ST | TAMPA | FL | 33606 | NC | CHARITABLE CONTRIBUTION | $12,000 | |
| RECURRENT RESPIRATORY PAPILLOMATOSIS FOUNDATION | |||||||
| PO BOX 6643 | LAWRENCEVILLE | NJ | 08648 | NC | CHARITABLE CONTRIBUTION | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | NC | CHARITABLE CONTRIBUTION | $10,000 | |
| STARTING RIGHT NOW INC | |||||||
| 1212 W CASS STREET | TAMPA | FL | 33606 | NC | CHARITABLE CONTRIBUTION | $4,000 | |
| STREET ANGEL MINISTRY | |||||||
| 6918 MONARCH PARK DRIVE | APOLLO BEACH | FL | 33572 | NC | CHARITABLE CONTRIBUTION | $50,000 | |
| THE TEEN MOM PROJECT | |||||||
| 7901 4TH ST N 22271 | ST PETERSBURG | FL | 33702 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| ACADEMY OF THE HOLY NAMES | |||||||
| 3319 BAYSHORE BOULEVARD | TAMPA | FL | 33629 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| BAYSHORE LITTLE LEAGUE | |||||||
| 181 COLUMBIA DRIVE | TAMPA | FL | 33606 | NC | CHARITABLE CONTRIBUTION | $1,100 | |
| GREATER HILLSBOROUGH COUNTY FAIR ASSOCIATION INC | |||||||
| 215 SYDNEY WASHER ROAD | DOVER | FL | 33527 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| HOPE FOR HER FLORIDA | |||||||
| 140 YARBOROUGH ROAD | BRANDON | FL | 33510 | NC | CHARITABLE CONTRIBUTION | $2,500 | |
| GORRIE ELEMENTARY SCHOOL | |||||||
| 705 W DE LEON ST | TAMPA | FL | 33606 | NC | CHARITABLE CONTRIBUTION | $2,000 | |
| LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC | |||||||
| 1101 W SLIGH AVE | TAMPA | FL | 33604 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| MERCY FULL PROJECT | |||||||
| 901 N FREMONT AVE | TAMPA | FL | 33606 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| METROPOLITAN MINISTRIES | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| MORE TRANSPLANTS MORE LIFE | |||||||
| PO BOX 274108 | TAMPA | FL | 33688 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| ST JOSEPH'S HOSPITAL OF TAMPA FOUNDAION | |||||||
| 2700 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33607 | NC | CHARITABLE CONTRIBUTION | $7,500 | BLVD SUITE 310 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| THE OFF-CENTRAL PLAYERS | |||||||
| 2260 1ST AVE S | ST PETERSBURG | FL | 33712 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS | |||||||
| 3211 4TH STREET NE | WASHINGTON | DC | 20017 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| YOUNG LIFE SERVICE CENTER | |||||||
| 720 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,742 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $408,486 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $449,309 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,309 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 8 | N/A |
| 11 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,985 | Amt |
| Net Investment Income | $2,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH #03171 | StockNm |
| EOY Book Value | $9,251,451 | EOYBookValueAmt |
| EOYFMV | $9,251,451 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED TAX PAYMENT | Desc |
| Amt | $3,747 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $626 | $626 | $0 | $0 |
| PAYROLL PROCESSING FEES | $2,298 | $2,298 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED LOSS | $2,359,397 |
| 1099 ADJUSTMENT | $158 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HFO | Desc |
| BOY Book Value | $61 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $39,823 | Amt |
| Net Investment Income | $39,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $69 | $69 | $0 | $0 |
| ANNUAL REPORT | $61 | $61 | $0 | $0 |
| PAYROLL TAXES | $1,644 | $1,644 | $0 | $0 |
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