Foundation for a Healthy St Petersburg Inc — Form 990PF, tax year 2018

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Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Foundation for a Healthy St Petersburg
Inc
Number and street (or P.O. box number if mail is not delivered to street address)2333 34th Street South
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
St Petersburg, FL33711
A Employer identification number

59-2592846
B Telephone number (see instructions)

(727) 865-4650
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$159,681,424J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) -17,801
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,462,141 3,462,141 3,462,141
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,388,779
b Gross sales price for all assets on line 6a 5,400,876
7 Capital gain net income (from Part IV, line 2)... 1,388,779
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,624,835 0 2,624,835
12 Total. Add lines 1 through 11........ 7,457,954 4,850,920 6,086,976
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 300,811 30,081 0 270,730
14 Other employee salaries and wages...... 1,285,036 128,498 0 1,156,538
15 Pension plans, employee benefits....... 355,778 35,578 0 320,200
16a Legal fees (attach schedule)......... Click to see attachment 78,610 0 0 78,610
b Accounting fees (attach schedule)....... Click to see attachment 55,591 5,559 0 50,032
c Other professional fees (attach schedule).... Click to see attachment 862,536 147,588 0 714,948
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 195,715 89,009 0 11,492
19 Depreciation (attach schedule) and depletion... 31,494 0 0
20 Occupancy.............. 84,841 8,484 0 76,357
21 Travel, conferences, and meetings....... 134,008 13,401 0 120,607
22 Printing and publications.......... 28,911 0 0 28,911
23 Other expenses (attach schedule)....... Click to see attachment 1,271,360 2,721 0 1,268,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,684,691 460,919 0 4,097,065
25 Contributions, gifts, grants paid....... 10,933,932 3,699,647
26 Total expenses and disbursements. Add lines 24 and 25 15,618,623 460,919 0 7,796,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,160,669
b Net investment income (if negative, enter -0-) 4,390,001
c Adjusted net income (if negative, enter -0-)... 6,086,976
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 520,694 168,702 168,702
2 Savings and temporary cash investments......... 2,792,309 2,498,291 2,498,291
3 Accounts receivable bullet112,096
Less: allowance for doubtful accounts bullet93,553 7,468 18,543 18,543
4 Pledges receivable bullet227,523
Less: allowance for doubtful accounts bullet   272,582 227,523 227,523
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 77,744 103,838 103,838
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 101,525,555 Click to see attachment86,120,724 86,120,724
c Investments—corporate bonds (attach schedule)....... 39,648,492 Click to see attachment41,148,327 41,148,327
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,000 Click to see attachment100,000 100,000
14 Land, buildings, and equipment: basis bullet683,792
Less: accumulated depreciation (attach schedule) bullet88,316 384,418 595,476 595,476
15 Other assets (describe bullet) Click to see attachment41,935,041 Click to see attachment42,256,981 Click to see attachment28,700,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 187,264,303 173,238,405 159,681,424
Liabilities 17 Accounts payable and accrued expenses.......... 409,201 454,299
18 Grants payable................. 1,396,404 8,538,007
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,911,618 Click to see attachment2,497,728
23 Total liabilities (add lines 17 through 22)......... 3,717,223 11,490,034
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 182,189,185 161,390,476
25 Temporarily restricted............... 1,357,895 357,895
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 183,547,080 161,748,371
31 Total liabilities and net assets/fund balances (see instructions). 187,264,303 173,238,405
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
183,547,080
2
Enter amount from Part I, line 27a .....................
2
-8,160,669
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
40,391
4
Add lines 1, 2, and 3 ..........................
4
175,426,802
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
13,678,431
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
161,748,371
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Raymond James   2016-01-01 2018-06-30
b Capital Gain Distributions   2016-01-01 2018-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,373,754   4,012,097 1,361,657
b 27,122     27,122
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,361,657
b       27,122
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,388,779
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 13,260,808 134,520,463 0.098578
2016 22,534,490 129,498,702 0.174013
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.272591
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.136296
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
139,291,924
5
Multiply line 4 by line 3......................
5
18,984,932
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
43,900
7
Add lines 5 and 6........................
7
19,028,832
8
Enter qualifying distributions from Part XII, line 4,.............
8
8,039,263
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 87,800
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 87,800
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 87,800
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 78,035
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 38,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 116,035
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 28,231
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet28,231 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.healthystpete.foundation
    14
    The books are in care ofbulletCarol Martin Brown Telephone no.bullet (727) 865-4650

    Located atbullet2333 34th Street SouthSt PetersburgFL ZIP+4bullet33711
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Randall H Russell President & CEO
    40.00     		300,811 58,864 0
    2333 34th Street South
    St Petersburg,FL33711
    Keisha A Bell Esq Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Jonathan M Ellen MD Vice Chair
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Kevin D Gordon EdD Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Emery M Ivery Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Katurah Jenkins-Hall PhD Secretary
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Janet Paroo Treasurer
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Donna J Petersen ScD MHS Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Karen Wolchuck-Sher Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Charles Harris Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    Imam Askia Muhammad Aquil Trustee
    1.00     		0 0 0
    2333 34th Street South
    St Petersburg,FL33711
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Curtis Holloman Senior Director of P
    40.00     		231,059 13,220 0
    2333 34th Street South
    St Petersburg,FL33711
    Karen Chassin Senior Communication
    40.00     		152,975 17,017 0
    2333 34th Street South
    St Petersburg,FL33711
    Joni James Chief Impact Officer
    40.00     		136,626 26,521 0
    2333 34th Street South
    St Petersburg,FL33711
    James Farr Senior Accountant/In
    40.00     		99,178 29,646 0
    2333 34th Street South
    St Petersburg,FL33711
    Julie Rocco Senior Program Offic
    40.00     		93,622 19,636 0
    2333 34th Street South
    St Petersburg,FL33711
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    R Edward Wilhoite JR Consulting and Advisory Services 224,175
    445 Lee Lambert Rd
    Maryville,TN37803
    PYA PC Accounting and Tax Services 83,568
    2220 Sutherland Avenue
    Knoxville,TN37919
    Duane Morris LLP Legal Services 77,549
    30 South 17th Street
    Philadelphia,PA19103
    Shumaker Look Kendrick LLP Legal Services 55,431
    1000 Jackson Street
    Toledo,OH43604
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Research - See statements 231,727
    2 Convening - See statements 96,671
    3 Community Outreach and Support - See statements 870,093
    4 Center for Health Equity - See statements 493,687
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    138,389,043
    b
    Average of monthly cash balances.......................
    1b
    3,005,068
    c
    Fair market value of all other assets (see instructions)................
    1c
    122,383
    d
    Total (add lines 1a, b, and c).........................
    1d
    141,516,494
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    103,373
    3
    Subtract line 2 from line 1d.........................
    3
    141,413,121
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,121,197
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    139,291,924
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,964,596
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,964,596
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    87,800
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    87,800
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,876,796
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,876,796
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,876,796
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    7,796,712
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    242,551
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    8,039,263
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,039,263
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 6,876,796
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 16,116,534
    e From 2017...... 6,601,439
    fTotal of lines 3a through e........ 22,717,973
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 8,039,263
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 6,876,796
    e Remaining amount distributed out of corpus 1,162,467
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 23,880,440
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		23,880,440
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 16,116,534
    d Excess from 2017.... 6,601,439
    e Excess from 2018.... 1,162,467
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Carl Lavender
    2333 34th Street South
    St Peterburg,FL33711
    (727) 865-4650
    carl@healthystpete.foundation
    bThe form in which applications should be submitted and information and materials they should include:
    Grants applications are only accepted online via the Grants Portal at healthystpete.foundation/grantmaking.
    cAny submission deadlines:
    Various by grant round - see the website for deadlines
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Yes, grants must be aligned with Foundation for a Healthy St. Peterburg's mission. See the website for more information.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    211 Tampa Bay Cares Inc
    5500 Rio Vista Dr Suite 5500
    Clearwater,FL33760     		N/A 501(c)3 Public Chari Funding will support the development of a comprehensive Next Generation 211 strategic vision plan. 19,000
    Academy Prep Center of St Petersburg Inc
    2301 22nd Avenue South
    St Petersburg,FL33712     		N/A 501(c)3 Public Chari The project will support the design and development of instruments to collect attitudinal data from students, parents, graduates, and staff, which will be analyzed to determine the efficacy of the curriculum. 750
    Advantage Village Academy
    833 22nd Street South Suite B
    St Petersburg,FL33712     		N/A 501(c)3 Public Chari Funding will support the Well for Lifes improvement of board infrastructure, technology enhancements, and revenue generation opportunities. 19,000
    Alpha House of Tampa
    201 S Tampania Ave
    Tampa,FL33609     		N/A 501(c)3 Public Chari Conduct a needs assessment study to determine the feasibility and sustainability of operating a crisis nursery in South Pinellas County. -1,544
    Boys & Girls Clubs of the Suncoast Inc
    4625 East Bay Drive Suite 103
    Clearwater,FL33764     		N/A 501(c)3 Public Chari Funds will support the development of a feasibility study and a marketing strategy to boost the organization's community awareness efforts. 19,000
    Bright Community Trust Inc
    2561 Nursery Road Unit D
    Clearwater,FL33764     		N/A 501(c)3 Public Chari Funding will support organizational capacity to add a new full-time staff position, which will be an equity hire; as well as implement leadership transition planning for the organization. 30,400
    Bright Community Trust Inc
    2561 Nursery Road Unit D
    Clearwater,FL33764     		N/A 501(c)3 Public Chari To enhance the capacity of the First Look Housing Coalition in order to equip the organizations with the tools, techniques, and tactical strategies to address housing needs in South Pinellas County. 79,167
    Central Florida Behavioral Health Network Inc
    719 S US Highway 301
    Tampa,FL33619     		N/A 501(c)3 Public Chari To address continuing gaps within the behavioral health continuum of care with an emphasis on those individuals served by multiple systems including the jail, county clinics, emergency rooms, homeless services, and behavioral health crisis care. 275,000
    Community Health Centers of Pinellas Inc
    1344 22nd Street South
    St Petersburg,FL33712     		N/A 501(c)3 Public Chari Funding will support the Pinellas County Medical-Legal Partnership Project to integrate legal professionals as specialists in Community Health Centers of Pinellas' health care setting. 183,275
    Community Law Program Inc
    501 First Avenue North Suite 519
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari To establish a collaborative of legal aid providers to work towards changes in the administration of eviction notices, as well as providing legal assistance to low income individuals in South Pinellas County. 37,859
    Community Law Program Inc
    501 First Avenue North Suite 519
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari The program will build an infrastructure to recruit, train, and support volunteer attorneys to represent young adults living in southern Pinellas County who have aged out of the foster care system. 670
    Community Tampa Bay Inc
    2727 Ulmerton Road Suite 200
    Clearwater,FL33762     		N/A 501(c)3 Public Chari The project will train and encourage youth advocacy for education policy change by promoting reform locally and at the state level, as well as document youth involvement through a multi-media campaign. 26,786
    Community Tampa Bay Inc
    2727 Ulmerton Road Suite 200
    Clearwater,FL33762     		N/A 501(c)3 Public Chari Funding to support the plan and execution of the Courageous Conversation alumni engagement strategy. 15,000
    Daystar Life Center Inc
    226 6th St S
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari The Comprehensive Fundraising and Marketing Plan project will contract with a nonprofit consultant that specializes in fundraising, marketing, and communications. 550
    Eckerd Youth Alternatives Inc
    100 N Starcrest Dr
    Clearwater,FL33765     		N/A 501(c)3 Public Chari Funding will support a planning process to convene with community leaders and partner organizations to determine the best sustainable and replicable interventions for the highest risk youth. 19,000
    Empath Health Inc
    5771 Roosevelt Blvd
    Clearwater,FL33760     		N/A 501(c)3 Public Chari To create "Zero Pinellas: A Pinellas County Partnership to End HIV", a multi-system, multi-sector collaborative to reduce the number of new HIV infections in Pinellas County. 475,000
    Environment Florida Research & Policy Center
    3110 1st Ave N St 2H
    Saint Petersburg,FL33713     		N/A 501(c)3 Public Chari Funds will support the development of a media toolbox with high quality and diverse presentation forms, including a slide deck to demonstrate how change is possible and inspire people to support the environment. 750
    Equality Florida Institute Inc
    PO Box 13184
    St Petersburg,FL33733     		N/A 501(c)3 Public Chari Funding will support the Safe and Healthy Schools Program to partner with the Pinellas County School District to implement nationally recognized best practices in support of LGBTQ students county wide. 84,904
    Equality Florida Institute Inc
    PO Box 13184
    St Petersburg,FL33733     		N/A 501(c)3 Public Chari To fund a collaboration between Equality Florida and Pinellas County Schools to address anti-bullying LGBTQ issues via education and outreach to school personnel, students, parents/guardians, and community organizations. 33,000
    Equality Florida Institute Inc
    PO Box 13184
    St Petersburg,FL33733     		N/A 501(c)3 Public Chari To bring together South Pinellas LGBT leaders, stakeholders, members and allies to create a strategic blueprint that will guide the direction and resource investment of Equality Florida Institute over the next 3 years. 2,500
    Family Resources Inc
    5180 62nd Avenue North
    Pinellas Park,FL33781     		N/A 501(c)3 Public Chari Funds will support the purchase of a Constituent Relationship Management software and companion Website Content analysis services to increase community awareness, online fundraising and digital marketing efforts. 17,886
    Feeding Tampa Bay
    4702 Transport Drive Building 6
    Tampa,FL33605     		N/A 501(c)3 Public Chari Funding will support the upgrade of an agency-wide inventory system to track and monitor the 48+ million pounds of food that it manages across its footprint, including South Pinellas County. 19,000
    Florida Consumer Action Network Foundation Inc
    3110 1st Avenue N Suite 2H
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari This project will create a donor engagement program to increase giving by existing and new donors; as well as increasing awareness of local issues through digital outreach and door-to-door canvassing. 47,316
    Florida Department of Health in Pinellas County
    205 Dr Martin Luther King Jr Street
    North
    St Petersburg,FL33701     		N/A Government: State To fund efforts related to coordinating with local public hospitals on the Community Health Needs Assessments; funding the creation of a Pinellas Community Atlas website, and purchasing a Resource Bus to link residents with services. 191,323
    Florida Department of Health in Pinellas County
    205 Dr Martin Luther King Jr Street
    North
    St Petersburg,FL33701     		N/A Government: State Funds will support a health in all policies approach by partnering with local municipalities to bring health and equity considerations into the development and implementation of all policies, programs, and services. 89,968
    Florida Dream Center Inc
    4017 56th Ave N
    St Petersburg,FL33714     		N/A 501(c)3 Public Chari Support for two passenger vans to provide transportation to children, families and homeless individuals in the Lealman community. 38,542
    Guardian ad Litem Foundation of Tampa Bay
    14250 49th Street North Suite 4000
    Clearwater,FL33762     		N/A 501(c)3 Public Chari Funding will support a streamlined and integrated childrens needs request management software, the development of measurable program outcomes, provide community training, and the development of an evidenced-based lending library. 12,350
    Gulf Coast Community Foundation
    601 Tamiami Trail South
    Venice,FL34285     		N/A 501(c)3 Public Chari Funding will support a thorough needs assessment addressing barriers to employment for differently-abled persons in South Pinellas County. 118,750
    Gulf Coast Jewish Family and Community Services Inc
    14041 Icot Boulevard
    Clearwater,FL337603702     		N/A 501(c)3 Public Chari To support the delivery of 40 hours of training to School Resource Officers serving high risk middle and high schools in southern Pinellas County, and offer 16 hours of additional training on how to employ restorative practices. 2,500
    Gulf Coast Jewish Family and Community Services Inc
    14041 Icot Boulevard
    Clearwater,FL337603702     		N/A 501(c)3 Public Chari The Gulf Coast Jewish Family and Community Services Orientation Visioning & Staff Retention project will set the stage for organizational developmental changes identifying strategic focus areas. 750
    Gulf Coast Jewish Family and Community Services Inc
    14041 Icot Boulevard
    Clearwater,FL337603702     		N/A 501(c)3 Public Chari Funding will support the adoption of a Learning Management System in order to increase organizational efficiency, bolster staff retention and development, and better monitor agency compliance. 19,000
    Gulfcoast Legal Services
    501 First Ave N Ste 420
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari To create a sustainable Medical Legal Partnership model that addresses a range of health-related social and legal needs adversely impacting the health and well-being of South Pinellas County individuals. -19,388
    Gulfcoast Legal Services
    501 First Ave N Ste 420
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funding will support the creation of a systematized legal needs checkup system, as well as recruit and train others in progressive legal delivery methods and holistic services. 19,000
    Healthy Start Coalition of Pinellas Inc
    4000 Gateway Centre Blvd Suite 200
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari In support of the Marketing /Fundraising Capacity Building project to increase the capacity of the organization by engaging skilled professionals to create and launch a plan focusing on fundraising messaging and content. 750
    Healthy Start Coalition of Pinellas Inc
    4000 Gateway Centre Blvd Suite 200
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari Funding will support the creation and implementation of fund development/fundraising plan that includes increased access to grant opportunities, improved donor and sponsor recruitment, engagement, and tracking. 19,000
    Heart Gallery of Pinellas and Pasco
    500 Dr MLK Jr St N Suite 300
    St Petersburg,FL33705     		N/A 501(c)3 Public Chari To pilot an "Adoption to Intern Program" where a former Heart Gallery child who has been adopted (over the age of 18) is hired to be a liaison with prospective adoptive parents. 500
    Heels to Heal Inc
    601 5th Avenue North
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funds will support the organizations strategic planning needs. 550
    In Touch With Communities Around the World DBA Arts Conservatory for Teens
    1111 18th Ave South
    St Petersburg,FL33705     		N/A 501(c)3 Public Chari Teens Empowered Today is a 12-month initiative that effectively responds to the critical need for after school programming for at-risk, African American males ages 12 - 18 years old from St. Petersburg. 39,425
    Inner Explorer Inc
    6900 Shetland Way
    Sarasota,FL34241     		N/A 501(c)3 Public Chari Funding will support Inner Explorer's singular focus to promote health and daily mindfulness practice to the 24 Head Start and Early Head Start centers in the St. Petersburg area. 31,113
    Junior League of St Petersburg Fla Incorporated
    500 Dr Martin Luther King Jr St N
    Suite 201
    St Petersburg,FL33705     		N/A 501(c)3 Public Chari The Leadership Development Program will facilitate training programs for board, leadership, and members to better equip and lead volunteers in fulfilling the organization's goal of making an impact on school success in terms of health, nutrition, and literacy. 723
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari Grant will support enhanced web development and digital marketing efforts for the 2018 Voter Guide. 19,000
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari To support the St. Pete Civic Health Index Report and fuel a collaborative to work with community stakeholders on solutions to the identified challenges. 47,240
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari Funding support will the Adolescent Sexual Health Collaborative to launch a website, provide digital marketing outreach, purchase technology, and implement a two-year strategic plan for increased sexual health education. 19,000
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari Funds will support the grassroots movement led by Pinellas County and Tampa Bay regional youth to improve gun safety in our community. 5,000
    Lealman and Asian Neighborhood Family Center
    4255 56th Avenue North
    St Petersburg,FL33714     		N/A 501(c)3 Public Chari Funding will support improvements in computer and electronic upgrades, software upgrades, and the introduction of new programs. 10,000
    Lighthouse of Pinellas Inc
    6925 - 112th Circle North Suite 103
    Largo,FL33773     		N/A 501(c)3 Public Chari The project seeks to find full employment for clients by hiring a full-time staff person who will query local businesses to determine which currently utilize Assistive Technology and are prepared to employ blind and visually impaired residents. 23,750
    Operation PAR Inc
    6655 66th St No
    Pinellas Park,FL33781     		N/A 501(c)3 Public Chari Funds will support the expanded use of technology in substance abuse treatment, and move their current treatment session feedback and analysis process from paper to an electronic one utilizing computer tablets. 735
    PACE Center for Girls Inc Pinellas
    4000 Gateway Center Blvd Suite 400
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari Funds will support the design and implementation of organizational resource development planning and long-term program vision through engaging the community and stakeholders. 19,000
    PACE Center for Girls Inc Pinellas
    4000 Gateway Center Blvd Suite 400
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari The PACE Intensive Day Program project is a pilot program to design and test various program structures and elements to determine which structure(s) and program elements have the greatest benefit to participants in the first 30 days. 750
    Physicians for Social Responsibility Florida Chapter
    PO Box 13901
    Tampa,FL33681     		N/A 501(c)3 Public Chari To support capacity buliding efforts and strategic planning for the organization. 515
    Pinellas County Homeless Leadership Board Inc
    647 1st Avenue North 2nd Floor
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funds will be used to pilot an assessment and service delivery system for diversion interventions that begins prior to a system entry point for homelessness for families with minor children. 47,500
    Pinellas County Homeless Leadership Board Inc
    647 1st Avenue North 2nd Floor
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari The project will ensure all Continuum of Care agencies leadership and staff that are serving homeless individuals and families are trained in strategies that support the Housing First philosophy and provide low barrier shelter and services. 19,000
    Pinellas County School District
    301 4th Street SW
    Largo,FL33770     		N/A Government: Local Co Through the Healthy Schools for Healthy Children project Pinellas County School District will educate students about the benefits of staying active and eating healthy foods through a data-driven, collaborative, strategic plan. 17,278
    Pinellas County Sheriff's Police Athletic League
    3755 46th Ave N
    St Petersburg,FL33714     		N/A 501(c)3 Public Chari The strategic planning project will focus on the development of a strategic business plan to open a voluntary prekindergarten (VPK) center, build a community recreation center, develop an endowment fund, and open a PAL Thrift Store in North Pinellas County. 600
    Pinellas County Urban League Inc
    333 31st Street North
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari General operating support funding to build a strong and sustainable organizational infrastructure that will enable the Pinellas County Urban League to provide programs and services to have the greatest impact. 71,250
    Pinellas County Urban League Inc
    333 31st Street North
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari Support the Clergy Mental Health Roundtable Convenings. 3,000
    Pinellas County Urban League Inc
    333 31st Street North
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari General operating support will help the 2020 Plan team to build a strong and sustainable organizational infrastructure that will enable the 2020 Plan Task Force to have the greatest impact. 71,250
    Pinellas County Urban League Inc
    333 31st Street North
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari This planning grant will enable staff to devote the time and resources to assessing the internal capacity of the Urban League and identify gaps and opportunities to strengthen its ability to impact the community. 47,710
    Pinellas Education Foundation
    12090 Starkey Road
    Largo,FL33773     		N/A 501(c)3 Public Chari To engage in planning, research, communications, policy and advocacy in order to improve achievement and educational outcomes for all students in Pinellas County Schools. 250,000
    Pinellas Education Foundation
    12090 Starkey Road
    Largo,FL33773     		N/A 501(c)3 Public Chari The grant will support the Wi-Fi Project to increase elementary, low-income student achievement by providing Wi-Fi access at home on school-provided laptops. 47,500
    Police Athletic League of St Petersburg Inc
    1450 16th Street North
    St Petersburg,FL33704     		N/A 501(c)3 Public Chari Funding will support a refresh to the website and improve the online giving platform. 18,894
    Police Athletic League of St Petersburg Inc
    1450 16th Street North
    St Petersburg,FL33704     		N/A 501(c)3 Public Chari The organization with local partners is opening a satellite location in the Jordan Park Housing Development to provide afterschool programs for its residents and the surrounding community. 47,500
    Police Athletic League of St Petersburg Inc
    1450 16th Street North
    St Petersburg,FL33704     		N/A 501(c)3 Public Chari The Technology Enhancement project is a comprehensive plan to acquire, enhance, or fix many of the technology issues at the organization, enabling it to be fully effective, functioning, and efficient. 750
    Project Prosper Inc
    13575 58th Street N Suite 107
    Clearwater,FL33760     		N/A 501(c)3 Public Chari Funding will be used build capacity of the organization's by funding the first Executive Director to allow for continued growth in Pinellas County. 23,750
    RCS Pinellas Inc
    503 S Martin Luther King Jr Avenue
    Clearwater,FL33756     		N/A 501(c)3 Public Chari Funds will support an internal training program to assist leadership in addressing the needs of those facing homelessness. 18,697
    Society of St Vincent de Paul South Pinellas Inc
    384 15th Street North
    St Petersburg,FL337052016     		N/A 501(c)3 Public Chari Funding support will include building a culture of philanthropy, diversifying funding, and securing long-term financial sustainability to end homelessness and obliterate poverty. 19,000
    St Petersburg Area Chamber of Commerce
    100 2nd Avenue N
    St Petersburg,FL33701     		N/A 501(c)6 Business Lea To support Bay Area Chamber Foundation's Grow Smarter Initiative, an economic development collective impact model grounded in the principles and purpose of diversity, equity, and inclusion in the City of St. Petersburg. 371,917
    St Petersburg Free Clinic
    863 3rd Ave N
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari To improve the St. Petersburg Free Clinics cultural competences by setting formal standards with culturally competent policies and provide next-level diversity and sensitivity training to staff. -6,633
    Start Right Now
    1212 W Cass St
    Tampa,FL33606     		N/A 501(c)3 Public Chari Support will be used to develop a five-year strategic plan for the organization and improve their social media strategy. 19,000
    Start Right Now
    1212 W Cass St
    Tampa,FL33606     		N/A 501(c)3 Public Chari Funding will create a cell phone app to be utilized by the homeless, unaccompanied students, and staff to allow for quick dissemination of information. 19,000
    Suncoast PACE Inc
    6774 102nd Avenue North
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari The Remote Health Solutions project will identify chronically ill patients with high-risk diagnoses in the Suncoast PACE Program of All-Inclusive Care for the Elderly in south Pinellas County. 740
    Tampa Bay Black Business Investment Corporation
    1920 E Hillsborough Avenue 2nd FL
    Tampa,FL33610     		N/A 501(c)4 Civic League Funding will strengthen the operation's capacity and provide capital and intensive training and coaching, via the CATCH Program, to 20 low-income entrepreneurs from South St. Petersburg. 10,893
    Tampa Bay Community Development Corporation
    2139 NE Coachman Rd Suite J
    Clearwater,FL33765     		N/A 501(c)3 Public Chari The Capacity Building Initiative project focuses on three core components: the development of a five-year strategic business plan, updating core print materials, and staff training/certification in best-practice HUD strategies. 750
    Tampa Bay Healthcare Collaborative Inc
    P O Box 2252
    Dunedin,FL34697     		N/A 501(c)3 Public Chari This project will survey the south St. Petersburg community to understand barriers to accessing health care; provide informational resources and coordinate a grass roots effort to exploring solutions. 47,500
    Tampa Bay Healthcare Collaborative Inc
    P O Box 2252
    Dunedin,FL34697     		N/A 501(c)3 Public Chari Funding will support updates to key website features and develop a social media strategy to recruit new members, engage current members more deeply, and facilitate collective action. 750
    Tampa Bay Healthcare Collaborative Inc
    P O Box 2252
    Dunedin,FL34697     		N/A 501(c)3 Public Chari To raise awareness, increase access and utilization of care by providing training for health providers and health and human services organizations to deliver more effective care to racially, ethnically, culturally and linguistically diverse groups. 25,223
    The Salvation Army
    340 14th Avenue South
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funding will allow the implementation of a new learning management system to improve the quality of service administered to clients, strengthen compliance, and increase employee and volunteer retention. 16,247
    United Way Suncoast
    5201 W Kennedy Blvd STE 600
    Tampa,FL33609     		N/A 501(c)3 Public Chari General operating support for Unite Pinellas efforts. 125,000
    University of South Florida Research Foundation Inc
    3802 Spectrum Blvd Suite 100
    Tampa,FL33612     		N/A 501(c)3 Public Chari Funding to support a cross-sector initiative that will bring trauma-informed infant-family mental health practices to St. Petersburg's prenatal, infant and early childhood services landscape lead by Family Study Center. 168,058
    University of South Florida Research Foundation Inc
    3802 Spectrum Blvd Suite 100
    Tampa,FL33612     		N/A 501(c)3 Public Chari To support the planning work of the Family Study Center and their community partners towards implementation of a trauma-informed, infant-family mental health organizational change around service delivery to families with infants and toddlers. 60,026
    University of South Florida Research Foundation Inc
    3802 Spectrum Blvd Suite 100
    Tampa,FL33612     		N/A 501(c)3 Public Chari The USFSP Family Study Center will partner with residents of the Lake Maggiore Shores neighborhood to facilitate the South St. Pete community in a cross-sector initiative to ensure all young children up to age 5 thrive. 2,296
    WestCare Gulfcoast-Florida Inc
    8800 49th Street North Suite 402
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari Funding will support the installation of wireless technology components to increase access to assessment and treatment tools of clients with substance use and behavioral health disorders. 18,851
    WestCare Gulfcoast-Florida Inc
    8800 49th Street North Suite 402
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari WestCare GulfCoast-Florida will work with Indaba Global Coaching collaboratively to revolutionize substance use disorder treatment through the Circle of Healing Addiction Assessment Tool project. 735
    Worknet Pinellas Inc
    13805 58th Street N
    Saint Petersburg,FL33760     		N/A 501(c)3 Public Chari Funding will support the Science Center in their effort to focus on developing high-impact strategies, create alternative funding streams, fundraise, leverage volunteers, and rebuild their brand. 750
    YWCA of Tampa Bay
    204 37th Avenue North Suite 331
    St Petersburg,FL33704     		N/A 501(c)3 Public Chari Funds will support the YWCA to implement a strategic turnaround plan to address the needs of the community, lead to long-term sustainability of the organization and relocate of the childcare center. 750
    Total .................................bullet 3a 3,699,647
    bApproved for future payment
    211 Tampa Bay Cares Inc
    5500 Rio Vista Dr Suite 5500
    Clearwater,FL33760     		N/A 501(c)3 Public Chari Funding will support the development of a comprehensive Next Generation 211 strategic vision plan. 1,000
    Advantage Village Academy Inc
    833 22nd Street South Suite B
    St Petersburg,FL33712     		N/A 501(c)3 Public Chari Funding will support the Well for Lifes improvement of board infrastructure, technology enhancements, and revenue generation opportunities. 1,000
    Boys & Girls Clubs of the Suncoast Inc
    4625 East Bay Drive Suite 103
    Clearwater,FL33764     		N/A 501(c)3 Public Chari Funds will support the development of a feasibility study and a marketing strategy to boost the organization's community awareness efforts. 1,000
    Central Florida Behavioral Health Network Inc
    719 S US Highway 301
    Tampa,FL33619     		N/A 501(c)3 Public Chari To address continuing gaps within the behavioral health continuum of care with an emphasis on those individuals served by multiple systems including the jail, county clinics, emergency rooms, homeless services, and behavioral health crisis care. 1,375,000
    Community Health Centers of Pinellas Inc
    1344 22nd Street South
    St Petersburg,FL33712     		N/A 501(c)3 Public Chari Funding will support the Pinellas County Medical-Legal Partnership (MLP) Project to integrate legal professionals as specialists in Community Health Centers of Pinellas' health care setting. 857,692
    Eckerd Youth Alternatives Inc
    100 N Starcrest Dr
    Clearwater,FL33765     		N/A 501(c)3 Public Chari Funding will support a planning process to convene with community leaders and partner organizations to determine the best sustainable and replicable interventions for the highest risk youth in South St. Petersburg. 1,000
    Empath Health Inc
    5771 Roosevelt Blvd
    Clearwater,FL33760     		N/A 501(c)3 Public Chari To create "Zero Pinellas: A Pinellas County Partnership to End HIV", a multi-system, multi-sector collaborative to reduce the number of new HIV infections in Pinellas County. 1,732,694
    Equality Florida Institute Inc
    PO Box 13184
    St Petersburg,FL33733     		N/A 501(c)3 Public Chari Funding will support the Safe and Healthy Schools Program to partner with the Pinellas County School District to implement nationally recognized best practices in support of LGBTQ students county wide. 272,588
    Family Resources Inc
    5180 62nd Avenue North
    Pinellas Park,FL33781     		N/A 501(c)3 Public Chari Funds will support the purchase of a Constituent Relationship Management software and companion Website Content analysis services to increase community awareness, online fundraising and digital marketing efforts. 941
    Feeding Tampa Bay
    4702 Transport Drive Building 6
    Tampa,FL33605     		N/A 501(c)3 Public Chari Funding will support the upgrade of an agency-wide inventory system to track and monitor the 48+ million pounds of food that it manages across its footprint, including South Pinellas County. 1,000
    Florida Department of Health in Pinellas County
    205 Dr Martin Luther King Jr Street
    North
    St Petersburg,FL33701     		N/A Government: State Funds will support a countywide "health in all policies" approach by partnering with local municipalities to bring health and equity considerations into development and implementation of policies, programs & services. 1,462,539
    Guardian ad Litem Foundation of Tampa Bay
    14250 49th Street North Suite 4000
    Clearwater,FL33762     		N/A 501(c)3 Public Chari Funding will support a streamlined and integrated childrens needs request management software, the development of measurable program outcomes, provide community training, and the development of an evidenced-based lending library. 650
    Gulf Coast Jewish Family and Community Services Inc
    14041 Icot Boulevard
    Clearwater,FL337603702     		N/A 501(c)3 Public Chari Funding will support the adoption of a Learning Management System in order to increase organizational efficiency, bolster staff retention and development, and better monitor agency compliance. 1,000
    Gulfcoast Legal Services
    501 First Ave N Ste 420
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funding will support the creation of a systematized legal needs checkup system, as well as recruit and train others in progressive legal delivery methods and holistic services. 1,000
    Healthy Start Coalition of Pinellas Inc
    4000 Gateway Centre Blvd Suite 200
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari Funding will support the creation and implementation of a fund development/fundraising plan that includes increased access to grant opportunities, improved donor and sponsor recruitment, engagement, and tracking. 1,000
    Inner Explorer Inc
    6900 Shetland Way
    Sarasota,FL34241     		N/A 501(c)3 Public Chari Funding will support Inner Explorer's singular focus to promote health through mindfulness practice to the 24 Head Start and Early Head Start centers in the St. Petersburg area. 34,387
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari To support the St. Pete Civic Health Index Report and fuel a collaborative to work with community stakeholders on solutions to the identified challenges. 52,402
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari Funding support will allow the Adolescent Sexual Health Collaborative to launch a website, provide digital marketing outreach, purchase technology, and implement a two-year strategic plan for increased sexual health education. 1,000
    League of Women Voters of Florida Education Fund Inc
    1001 N Orange Avenue
    Orlando,FL32801     		N/A 501(c)3 Public Chari Grant will support enhanced web development and digital marketing efforts for the 2018 Voter Guide. 1,000
    Lighthouse of Pinellas Inc
    6925 - 112th Circle North Suite 103
    Largo,FL33773     		N/A 501(c)3 Public Chari The project seeks to find full employment for clients by hiring a full-time staff person who will query local businesses to determine which currently utilize Assistive Technology and are prepared to employ blind and visually impaired residents. 26,250
    PACE Center for Girls Inc Pinellas
    4000 Gateway Center Blvd Suite 400
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari Funds will support the design and implementation of organizational resource development planning and long-term program vision through engaging the community and stakeholders. 1,000
    Pinellas County Homeless Leadership Board Inc
    647 1st Avenue North 2nd Floor
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funds will be used to pilot an assessment and service delivery system for diversion interventions that begins prior to a system entry point for homelessness for families with minor children. 52,500
    Pinellas County Homeless Leadership Board Inc
    647 1st Avenue North 2nd Floor
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari The project will ensure all Continuum of Care agencies leadership and staff that are serving homeless individuals and families are trained in strategies that support the Housing First philosophy and provide low barrier shelter and services. 1,000
    Pinellas County Urban League Inc
    333 31st Street North
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari General operating support funding to build a strong and sustainable organizational infrastructure that allow their programs and services to have the greatest impact. 378,750
    Pinellas County Urban League Inc
    333 31st Street North
    St Petersburg,FL33713     		N/A 501(c)3 Public Chari General operating support for the 2020 Plan team to build a strong and sustainable organizational infrastructure that will enable the Task Force to have the greatest impact. 378,750
    Pinellas Education Foundation
    12090 Starkey Road
    Largo,FL33773     		N/A 501(c)3 Public Chari The Youth Farm Project empowers youth by providing early opportunities to acquire vital education and training in entrepreneurship, financial management, leadership, urban farming, health and nutrition, and food systems. 176,130
    Pinellas Education Foundation
    12090 Starkey Road
    Largo,FL33773     		N/A 501(c)3 Public Chari The grant will support the Wi-Fi Project to increase elementary, low-income student achievement by providing Wi-Fi access at home on school-provided laptops. 2,500
    Police Athletic League of St Petersburg Inc
    1450 16th Street North
    St Petersburg,FL33704     		N/A 501(c)3 Public Chari The organization with local partners is opening a satellite location in the Jordan Park Housing Development to provide afterschool programs for its residents and the surrounding community. 52,500
    Police Athletic League of St Petersburg Inc
    1450 16th Street North
    St Petersburg,FL33704     		N/A 501(c)3 Public Chari Funding will support a refresh to the website and improve the online giving platform. 994
    Project Prosper Inc
    13575 58th Street N Suite 107
    Clearwater,FL33760     		N/A 501(c)3 Public Chari Funding will be used to hire the organization's first Executive Director and capacity building support to allow for continued growth in Pinellas County. 26,250
    RCS Pinellas INC
    503 S Martin Luther King Jr Avenue
    Clearwater,FL33756     		N/A 501(c)3 Public Chari Funds will support an internal training program to assist leadership in addressing the needs of those facing homelessness. 984
    Society of St Vincent de Paul South Pinellas Inc
    384 15th Street North
    St Petersburg,FL337052016     		N/A 501(c)3 Public Chari Funding support will include building a culture of philanthropy, diversifying funding, and securing long-term financial sustainability to end homelessness and obliterate poverty. 1,000
    St Petersburg Area Chamber of Commerce
    100 2nd Avenue N
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari To support Bay Area Chamber Foundation's Grow Smarter Initiative, an economic development collective impact model grounded in the principles and purpose of diversity, equity, and inclusion in the City of St. Petersburg. 845,099
    Start Right Now
    1212 W Cass St
    Tampa,FL33606     		N/A 501(c)3 Public Chari Support will be used to develop a five-year strategic plan for the organization and improve their social media strategy. 21,000
    Start Right Now
    1212 W Cass St
    Tampa,FL33606     		N/A 501(c)3 Public Chari Funding will create a cell phone app to be utilized by the homeless, unaccompanied students, and staff to allow for quick dissemination of information. 1,000
    The Family Healthcare Foundation
    16002 Burnham Way
    Tampa,FL33647     		N/A 501(c)3 Public Chari To support a Tampa Bay Navigator who will focus efforts in St. Petersburg to assist with open enrollment applications as well as provide education regarding the use of their insurance coverage after enrollment. 45,000
    The Salvation Army
    340 14th Avenue South
    St Petersburg,FL33701     		N/A 501(c)3 Public Chari Funding will allow the implementation of a new learning management system to improve the quality of service administered to clients, strengthen compliance, and increase employee and volunteer retention. 855
    University of South Florida Research Foundation Inc
    3802 Spectrum Blvd Suite 100
    Tampa,FL33612     		N/A 501(c)3 Public Chari The USFSP Family Study Center will partner with residents of the Lake Maggiore Shores neighborhood to facilitate the South St. Pete community in a cross-sector initiative to ensure all young children up to age 5 thrive. 628,672
    WestCare Gulfcoast-Florida Inc
    8800 49th Street North Suite 402
    Pinellas Park,FL33782     		N/A 501(c)3 Public Chari Funding will support the installation of wireless technology components to increase access to assessment and treatment tools of clients with substance use and behavioral health disorders. 992
    Total .................................bullet 3b 8,440,119
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 3,462,141  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,388,779  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aIncome From Discontinued Operations     		    01 2,665,960  
    bSavvycard Florida Fund II     01 -41,125  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 7,475,755 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,475,755
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 55,591 5,559 0 50,032

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    St Petersburg Area Chamber of Commerce
          		100 2nd Ave N Suite 150
    St Petersburg,FL33701     		2018-05-30 1,217,016 To support Bay Area Chamber Foundation's Grow Smarter Initiative, an economic development collective impact model grounded in the principles of diversity, equity, and inclusion in the City of St. Petersburg. 371,917 To the knowledge of the grantor, there have been no diversions February 1, 2019 2019-01-16 The Grantor has no reason to doubt the accuracy or reliability of the report from the Grantee; therefore, no independent verification of the report was made.
    Tampa Bay Black Business Investment Corporation
          		1920 E Hillsborough Avenue 2nd
    Floor
    Tampa,FL33610     		2016-06-30 217,866 To strengthen operational capacity, as well as capital support, training and coaching to 20 low-income entrepreneurs from South St. Petersburg. 10,983 To the knowledge of the grantor, there have been no diversions February 21, 2018 2018-02-21 The Grantor has no reason to doubt the accuracy or reliability of the report from the Grantee; therefore, no independent verification of the report was made.

    TY 2018 GeneralExplanationAttachment
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Identifier Return Reference Explanation
    Compensation Paid to a Disqualified Person Part VII-B Line 1a(4) Foundation for a Healthy St. Peterburg paid reasonable compensation to Randall H. Russell, the President & CEO, for his service to the organization.
    Direct Ownership in a Business Form 990-PF, Part VII-B, Line 3a Foundation for a Healthy St. Petersburg has a 20% partnership interest in Bayfront HMA Healthcare Holdings, LLC through its wholly owned subsidiary FHSP Holdings.
    Summary of Direct Charitable Activities Part IX-A Research $231,727After substantial investment in research in prior years, 2018 marked the formalization of a branded, updated series of digital and print research reports, each rolled out at public events called data walks, and supported by strategic information campaigns. These events together attracted more than 1,200 community residents and changemakers across such topic areas as education, housing, nonprofit capacity, and equity across key social determinants of health. The data was analyzed to inform policy, programmatic interventions, funding decisions and identify additional future research. A targeted report on countywide access to and availability of subsidized charity hospital care was also commissioned and released to city and county policymakers and health care industry leaders. Additionally, the Foundation mined 2018 biannual county health data to update and make current previously published research reports on the social determinants of health housed on its website - an important resource for grounding county nonprofits and funders in data-driven approaches to service delivery and funding proposals. The Foundation's goal is to make Pinellas County the best-informed county in the country about the state of resident health overall and the most expert at identifying and removing obstacles to health equity. Convening $96,671Convening people and organizations across sectors to change systems and solve problems is a common and powerful tool in philanthropy. The Foundation for a Healthy St. Petersburg leverages its financial resources and community capital to incentivize people to come together to undertake work that may require years of effort to come to fruition. A community group originally convened in 2016 gained momentum and coalesced around a shared countywide initiative to reduce HIV infections called Zero Pinellas. These convenings culminated in the rollout of an integrated public information, prevention and therapeutic strategy that is having measurable impact. A new housing convening was seated to take up issues surfaced by the Foundation's housing report and the group began the long-term project of developing more affordable, accessible and high-quality housing for the working poor and homeless in Pinellas County. Foundation funded partners were convened to share their experiences and offer peer learning about setting up and managing complex, multi-sector project collaborations across the social determinants of health. Community Outreach and Support $870,093The refinement of the Foundation's mission to a singular focus on health equity in late 2017 required the deployment of multiple education and outreach strategies in 2018 designed to support community knowledge and understanding of equity and its impact on health. Activities can be grouped into three key categories. 1.) Community awareness communications: to identify, define and elucidate health equity concepts and consequences. Projects and activities included releasing explainer videos; identifying, building and pitching stories to the mass media; extending the public reach of the work of equity champions by supporting and amplifying their communications tools and know-how; and launching a Foundation-led social media campaign to translate health data into comprehensible, shareable content through an equity lens. 2.) Educational programs: to increase general community knowledge about racial, income and health disparities and what is being done nationally to combat them. These activities included the Speakers Who Inspire lecture series, featuring national authors and thought leaders; Courageous Conversations about Race seminars, which trained 150 additional community partners in an effective, constructive protocol for racial healing and reconciliation; special features in the Foundation's 3,000 subscriber e-newsletter about regional and national equity trends and innovations; and an annual meeting devoted to exploring and elucidating the Foundation's health equity mission and the social science behind social change. 3.) Movement building activities: to deepen community expertise among those already taking action on behalf of health equity. Focusing on practitioners and those most engaged locally, these targeted activities included: supporting Courageous Conversation about Race alumni groups; hosting networking receptions and small-group seminars with national thought leaders and activist; investment of staff time and consulting resources in organizations and collaborative efforts to create a more equitable and healthy community.Center for Health Equity $493,687Significant staff and financial resources were designated toward planning, developing and finding a location for the Center for Health Equity. Activities included conceptualizing the Center, its operations and researching project management and technology tools to support it; locating a property; conducting feasibility studies on various locations; researching and interviewing examples of similar or related social change innovation centers nationally; and developing communications materials to define and shape the Center concept for key stakeholders. Once a suitable property was located, consultants were engaged to plan the renovation and construction of the Center and Foundation offices. A staff team structured a listening and survey process to obtain community input on the Center and crafted an RFP process to identify a consultant to undertake the listening project in 2019.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Vanguard Bond Index Fund Inc Long Term 15,146,406 15,146,406
    Vanguard Bond Index FD Inc Short Term 5,283,833 5,283,833
    Vanguard Bond Index Fund Inc Total BD Market ETF 20,718,088 20,718,088

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Vanguard World Fund Mega Cap 300 Growth Index ETF 17,466,172 17,466,172
    Vanguard World Fund Mega Cap 300 Value Index ETF 21,314,641 21,314,641
    Vanguard FTSE Developed Markets ETF 26,731,923 26,731,923
    Vanguard FTSE Emerging Markets ETF 7,009,333 7,009,333
    Vanguard Index Fds MCap VL IDXVIP 3,536,147 3,536,147
    Vanguard Index Fds MCap Gr IDXVIP 3,638,097 3,638,097
    Vanguard Small Cap Growth ETF 3,122,032 3,122,032
    Vanguard Small Cap Value ETF 3,302,379 3,302,379

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Certificate of Deposit AT COST 100,000 100,000

    TY 2018 LegalFeesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 78,610 0 0 78,610


    TY 2018 OtherAssetsSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Due from Affiliates -321,940 0 0
    Investment in FHSP Holdings 41,956,981 41,956,981 28,400,000
    Investment in Sparkplug 300,000 300,000 300,000


    TY 2018 OtherDecreasesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Description Amount
    Unrealized Gain on Investments 13,678,431


    TY 2018 OtherExpensesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Hospital Winddown 388,920 0 0 388,920
    Evaluation 284,772 0 0 284,772
    Community Events 273,494 0 0 273,494
    Community Support and Capacity Building 117,052 0 0 117,052
    Memberships 100,096 0 0 100,096
    Convenings 70,136 0 0 70,136
    Business Insurance 26,325 2,633 0 23,693
    Miscellaneous 10,565 88 0 10,477


    TY 2018 OtherIncomeSchedule2
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Income From Discontinued Operations 2,665,960   2,665,960
    Savvycard Florida Fund II -41,125   -41,125


    TY 2018 OtherIncreasesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Description Amount
    Net Adjustment for Passthru Interest 40,391


    TY 2018 OtherLiabilitiesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Description Beginning of Year - Book Value End of Year - Book Value
    Accrued Retirement 90,064 125,176
    Professional/General Claims 44,700 20,173
    Third Party Liabilities 1,697,443 0
    Due to Bayfront CHS 79,411 0
    Due to Affiliates 0 2,352,379


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting 297,886 29,789 0 268,097
    Fees for Community Outreach and Support 164,252 0 0 164,252
    Technology Fees 114,601 11,460 0 103,141
    Investment Management 100,013 100,013 0 0
    Other Professional Fees 63,265 6,326 0 56,939
    Research Services 47,483 0 0 47,483
    Fees for Center for Health Equity 39,554 0 0 39,554
    Grant Consulting 32,527 0 0 32,527
    Fees for Convenings 2,955 0 0 2,955


    TY 2018 TaxesSchedule
    Name:
    Foundation for a Healthy St Petersburg
     
    Inc
    EIN:
    59-2592846
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes 95,214 0 0 0
    Foreign Taxes Paid 87,732 87,732 0 0
    Property Taxes 12,769 1,277 0 11,492