-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE SPURLINO FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
7214 N MOBLEY RD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ODESSA
,
FL
33556
A Employer identification number
59-6875441
B
Telephone number (see instructions)
(813) 961-3220
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
73,457,120
J
Accounting method:
Cash
Accrual
Other (specify)
MODIFIED CASH
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2,000,000
2
Check
.............
3
Interest on savings and temporary cash investments
2,343
2,343
2,343
4
Dividends and interest from securities
...
877,767
877,767
877,767
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
995,277
b
Gross sales price for all assets on line 6a
7,169,813
7
Capital gain net income (from Part IV, line 2)
...
995,277
8
Net short-term capital gain
.........
968,328
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)
.......
12
Total.
Add lines 1 through 11
........
3,875,387
1,875,387
1,848,438
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
1,730
1,730
c
Other professional fees (attach schedule)
....
36,397
36,397
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
81,425
6,046
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
73,691
129
73,562
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
193,243
44,302
73,562
25
Contributions, gifts, grants paid
.......
9,005,000
9,005,000
26
Total expenses and disbursements.
Add lines 24 and 25
9,198,243
44,302
9,078,562
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-5,322,856
b
Net investment income
(if negative, enter -0-)
1,831,085
c
Adjusted net income
(if negative, enter -0-)
...
1,848,438
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
973,406
447,606
447,606
2
Savings and temporary cash investments
.........
1,184,963
774,240
774,240
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
10,470,134
9,648,455
22,804,402
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
37,127,097
33,564,005
49,430,872
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
49,755,600
44,434,306
73,457,120
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
49,755,600
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
49,755,600
44,434,306
30
Total liabilities and net assets/fund balances
(see instructions)
.
49,755,600
44,434,306
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
49,755,600
2
Enter amount from Part I, line 27a
.....................
2
-5,322,856
3
Other increases not included in line 2 (itemize)
3
1,562
4
Add lines 1, 2, and 3
..........................
4
44,434,306
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
44,434,306
Form
990-PF
(2019)
Form 990-PF (2019)
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
SCHWAB 1935
P
2018-01-01
2019-12-31
b
SEVEN CANYONS
P
2018-12-20
2019-04-15
c
SEVEN CANYONS
P
2018-01-01
2019-04-15
d
SEVEN CANYONS
P
2018-01-01
2019-04-15
e
MORGAN STANLEY 8959
P
2019-01-01
2019-12-31
MORGAN STANLEY 8959
P
2018-01-01
2019-12-31
MORGAN STANLEY 7859
P
2018-01-01
2019-12-31
JOHNSON AND JOHNSON
P
2007-08-01
2019-10-11
MORGAN STANLEY 2238
P
2018-01-01
2019-12-31
MORGAN STANLEY 7549
P
2019-01-01
2019-12-31
WASATCH CGD
P
2019-01-01
2019-12-31
RYDEX CGD
P
2019-01-01
2019-12-31
MORGAN STNLEY 8959 CGD
P
2019-01-01
2019-12-31
WASH SALE 8959
P
2019-01-01
2019-12-31
WASH SALE 8959
P
2018-01-01
2018-12-31
SCHWAB 1935
P
2018-01-01
2019-12-31
(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
972,334
1,028,721
-56,387
b
678,032
598,044
79,988
c
822,335
1,027,853
-205,518
d
1,339,542
1,021,190
318,352
e
439,497
433,807
5,690
469,257
454,454
14,803
323,974
336,352
-12,378
131,781
60,712
71,069
511,426
512,126
-700
5
3
2
868,516
868,516
9,285
9,285
4,771
4,771
6
6
70
70
598,982
701,274
-102,292
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
-56,387
b
79,988
c
-205,518
d
318,352
e
5,690
14,803
-12,378
71,069
-700
2
868,516
9,285
4,771
6
70
-102,292
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
995,277
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
...................
3
968,328
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?
Yes
No
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))
2018
7,174,905
65,012,622
0.11036
2017
8,011,305
60,468,402
0.13249
2016
6,470,475
60,590,188
0.10679
2015
4,678,450
60,753,710
0.07701
2014
3,043,105
57,806,848
0.05264
2
Total
of line 1, column (d)
.....................
2
0.479290
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
0.095858
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
67,351,751
5
Multiply line 4 by line 3
......................
5
6,456,204
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
18,311
7
Add lines 5 and 6
........................
7
6,474,515
8
Enter qualifying distributions from Part XII, line 4
,.............
8
9,078,562
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
18,311
here
and 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
3
Add lines 1 and 2
...........................
3
18,311
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
18,311
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
30,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
30,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
23
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11,666
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
11,666
Refunded
11
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
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)
FL
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
CYRUS SPURLINO
Telephone no.
(813) 926-9311
Located at
7214 N MOBLEY ST
ODESSA
FL
ZIP+4
335562303
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
3b
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
CYRUS SPURLINO
Trustee
25.00
0
7214 N MOBLEY ST
ODESSA
,
FL
335562303
CYRUS SPURLINO
Foundation Mana
25.00
0
7214 N MOBLEY ST
ODESSA
,
FL
335562303
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
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
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
2
3
4
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
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
67,870,704
b
Average of monthly cash balances
.......................
1b
506,708
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
68,377,412
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
3
Subtract line 2 from line 1d
.........................
3
68,377,412
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,025,661
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
67,351,751
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,367,588
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,367,588
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
18,311
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
18,311
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,349,277
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
3,349,277
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
3,349,277
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
9,078,562
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
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
9,078,562
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
18,311
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
9,060,251
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
3,349,277
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
301,163
b
From 2015
......
1,695,732
c
From 2016
......
3,455,144
d
From 2017
......
5,037,867
e
From 2018
......
4,049,464
f
Total
of lines 3a through e
........
14,539,370
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
9,078,562
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
3,349,277
e
Remaining amount distributed out of corpus
5,729,285
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
20,268,655
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
301,163
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
19,967,492
10
Analysis of line 9:
a
Excess from 2015
....
1,695,732
b
Excess from 2016
....
3,455,144
c
Excess from 2017
....
5,037,867
d
Excess from 2018
....
4,049,464
e
Excess from 2019
....
5,729,285
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
CYRUS SPURLINO
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CYRUS SPURLINO
7214 N MOBLEY RD
ODESSA
,
FL
335562303
(813) 926-9311
b
The form in which applications should be submitted and information and materials they should include:
NONE SPECIFIED
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501(c)(3) AND 509(a)(1)ORGANIZATIONS ONLY
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ABE BROWN MINISTRIES
2921 NORTH 29TH ST
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING SUPPORT
80,000
ACADEMY PREP CENTER OF TAMPA
1407 E COLUMBUS DR
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING SUPPORT
60,000
ACCION INTERNATIONAL
10 FAWCETT ST STE 200
CAMBRIDGE
,
MA
02138
NONE
PC
GENERAL OPERATING SUPPORT
40,000
ADAPTIVE SPORTS CENTER
PO BOX 1639
CRESTED BUTTE
,
CO
81224
NONE
PC
GENERAL OPERATING SUPPORT
25,000
ALLEY CAT ALLIES
7920 NORFOLK AVE SUITE 600
BETHESDA
,
MD
20814
NONE
PC
GENERAL OPERATING SUPPORT
20,000
AMERICAN HUMANE ASSOCIATION
1400 16TH ST NW
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
30,000
AMERICAN RED CROSS
3310 W MAIN ST
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
200,000
AMERICARES
88 HAMILTON AVE
STAMFORD
,
CT
06902
NONE
PC
GENERAL OPERATING SUPPORT
110,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB
,
UT
84741
NONE
PC
GENERAL OPERATING SUPPORT
100,000
BIG CAT RESCUE
12802 EASY STREET
TAMPA
,
FL
33625
NONE
PC
GENERAL OPERATING SUPPORT
30,000
BOYS GIRLS CLUBS OF TAMPA BAY
1307 N MACDILL AVE
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
100,000
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARCONA-OCOEE ROAD
ORLANDO
,
FL
32818
NONE
PC
GENERAL OPERATING SUPPORT
60,000
CHILDREN'S CANCER CENTER
4901 W CYPRESS STREET
TAMPA
,
FL
33607
NONE
PC
BREAVEMENT CAMP SPONSORSHIP
60,000
CONCERN WORLDWIDE US INC
355 LEXINGTON AVE 16 FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL OPERATING SUPPORT
85,000
CRISIS CENTER OF TAMPA BAY
ONE CRISIS CENTER PLAZA
TAMPA
,
FL
33613
NONE
PC
GENERAL OPERATING SUPPORT
125,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVE 2ND FLOOR
NEW YORK
,
NY
10001
NONE
PC
GENERAL OPERATING SUPPORT
100,000
FINCA INTERNATIONAL
1201 15TH ST NW 8TH FLOOR
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING SUPPORT
25,000
FLORIDA SHERIFFS YOUTH RANCHES
PO BOX 2000
BOYS RANCH
,
FL
32064
NONE
PC
GENERAL OPERATING SUPPORT
100,000
HEIFER INTERNATIONAL
1 WORLD AVE
LITTLE ROCK
,
AR
72202
NONE
PC
GENERAL OPERATING SUPPORT
50,000
THE HUMANE SOCIETY OF THE UNITED ST
1255 23RD STREET NW STE 450
WASHINGTON
,
DC
20037
NONE
PC
GENERAL OPERATING SUPPORT
75,000
IFAW
290 SUMMER STREET
YARMOUTH PORT
,
MA
02675
NONE
PC
GENERAL OPERATING SUPPORT
100,000
MERCY CORPS
45 SW ANKENY
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING SUPPORT NORTHER UGANDA WATER
80,000
METROPOLITAN MINSTRIES
2002 NORTH FLORIDA AVE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
300,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATING SUPPORT
70,000
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOOR
BOSTON
,
MA
02114
NONE
PC
GENERAL OPERATING SUPPORT
70,000
PARTNERS IN HEALTH
800 BOYLSTON STREET STE 1400
BOSTON
,
MA
02199
NONE
PC
GENERAL OPERATING SUPPORT
75,000
PHILANTHROPY ROUNDTABLE
1120 20TH ST NW SUITE 550 SOUTH
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
10,000
RED ROVER
PO BOX 188890
SACRAMENTO
,
CA
95818
NONE
PC
GENERAL OPERATING SUPPORT
50,000
ROOM TO READ
465 CALIFORNIA ST STE 1000
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING SUPPORT
90,000
SAVE THE CHILDREN
501 KINGS HWY E STE 400
FAIRFIELD
,
CT
06825
NONE
PC
GENERAL OPERATING SUPPORT
110,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250
OAKLAND
,
CA
94612
NONE
PC
GENERAL OPERATING SUPPORT
80,000
SPCA TAMPA BAY
9099 130TH AVE N
LARGO
,
FL
33773
NONE
PC
GENERAL OPERATING SUPPORT
20,000
THE FLORIDA AQUARIUM
701 CHANNELSIDE DRIVE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
30,000
THE NATURE CONSERVANCY
2500 MAITLAND CENTER PKWY STE 311
MAITLAND
,
FL
32751
NONE
PC
GENERAL OPERATING SUPPORT
30,000
TAMPA METROPOLITAN AREA YMCA
110 EAST OAK STREET
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
750,000
THE SPRING OF TAMPA BAY INC
PO BOX 5147
TAMPA
,
FL
33675
NONE
PC
GENERAL OPERATING SUPPORT
75,000
THE WILDS
990 RIVERSIDE DRIVE
POWELL
,
OH
43065
NONE
PC
GENERAL OPERATING SUPPORT
70,000
TREE FOUNDATION
PO BOX 48839
SARASOTA
,
FL
34230
NONE
PC
FOREST RESEARCHEDUCATION OUTREACH
10,000
US FUND FOR UNICEF
1447 PEACHTREE ST NE STE 310
ATLANTA
,
GA
30309
NONE
PC
GENERAL OPERATING SUPPORT
110,000
UNITED WAY OF CENTRAL OHIO
360 SOUTH THIRD STREET
COLUMBUS
,
OH
43215
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNITED WAY OF GREATER DAYTON
33 W FIRST ST STE 500
DAYTON
,
OH
45402
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNITED WAY OF SOUTHERN NEVADA
5830 W FLAMINGO ROAD
LAS VEGAS
,
NV
89103
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNITED WAY SUNCOAST
5201 W KENNEDY BLVD 600
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING SUPPORT
220,000
UNITED WAY OF CENTRAL SOUTHERN UT
148 N 100 W PO BOX 135
PROVO
,
UT
84603
NONE
PC
GENERAL OPERATING SUPPORT
25,000
WATER FOR PEOPLE
100 E TENNESSEE AVE
DENVER
,
CO
80209
NONE
PC
GENERAL OPERATING SUPPORT
80,000
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE STE 900
WASHINGTON
,
DC
20003
NONE
PC
GENERAL OPERATING SUPPORT
60,000
AIR FORCE MUSEUM FOUNDATION
PO BOX 1903 1100 SPAATZ STREET
WRIGHT PATTERSON AFB
,
OH
45433
NONE
PC
GENERAL FUND OPERATING SUPPORT
30,000
BIG BROTHERS BIG SISTERS OF TAMPA B
4630 WOODLAND CORPORATE BLVDSTE160
TAMPA
,
FL
33614
NONE
PC
GENERAL OPERATING SUPPORT
75,000
BOK TOWER GARDENS FOUNDATION
1151 TOWER BLVD
LAKE WALES
,
FL
33853
NONE
PC
GENERAL OPERATING SUPPORT
100,000
CARE
151 ELLIS STREET NE
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING SUPPORT
50,000
CHAMPIONS FOR CHILDREN INC
3108 AZEELE ST
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING SUPPORT
105,000
COMPUTER MENTORS GROUP
2802 E MLK BLVD STE F
TAMPA
,
FL
33610
NONE
PC
GENERAL OPERATING SUPPORT
30,000
DAYTON LEADERSHIP ACADEMIES
1416 W RIVERVIEW AVE
DAYTON
,
OH
45402
NONE
NC
GENERAL OPERATING SUPPORT
15,000
EARTH JUSTICE
50 CALIFORNIA STREET STE 500
SAN FRANCISCO
,
CA
94111
NONE
PC
GENERAL OPERATING SUPPORT
50,000
EXPONENT PHILANTHROPY
1720 N STREET NW
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
2,000
FEEDING AMERICA TAMPA BAY
4702 TRANSPORT DR BLDG 6
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING SUPPORT
750,000
FLORIDA WILDLIFE CORRIDOR
PO BOX 1802
TAMPA
,
FL
33601
NONE
PC
GENERAL OPERATING SUPPORT
70,000
FRAMEWORKS OF TAMPA BAY
402 E OAK AVE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
50,000
MARY LEE'S HOUSE
2806 N ARMENIA AVE
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
40,000
OASIS NETWORK OF NEW TAMPA
16057 TAMPA PALMS BLVD 315
TAMPA
,
FL
33647
NONE
PC
GENERAL OPERATING SUPPORT
30,000
RCMA
402 WEST MAIN STREET
IMMOKALEE
,
FL
34142
NONE
PC
GENERAL OPERATING SUPPORT
60,000
SUCCESS 4 KIDS AND FAMILIES
2902 N ARMENIA AVE STE 200
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
50,000
VOICES FOR CHILDREN OF TAMPA BAY
3314 HENDERSON BLVD STE 207
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING SUPPORT
60,000
WORLD FOOD PROGRAM
1725 I STREET NW STE 510
WASHINGTON
,
DC
20006
NONE
PC
GENERAL OPERATING SUPPORT
110,000
CAMELOT COMMUNITY CARE
4910-D CREEKSIDE DRIVE
CLEARWATER
,
FL
33760
NONE
PC
GENERAL OPERATING SUPPORT
50,000
CATHOLIC CHARITIES DIOCESE OF ST PE
1213 16TH ST NORTH
ST PETERSBURG
,
FL
33705
NONE
PC
GENERAL OPERATING SUPPORT
40,000
EASTER SEALS FLORIDA INC
2403 E HENRY AVE
TAMPA
,
FL
33610
NONE
PC
GENERAL OPERATING SUPPORT
60,000
FRIENDS OF JOSHUA HOUSE FOUNDATION
PO BOX 26333
TAMPA
,
FL
33623
NONE
PC
GENERAL OPERATING SUPPORT
30,000
RAINFOREST TRUST
7078 AIRLIE ROAD
WARRENTON
,
VA
20187
NONE
PC
GENERAL OPERATING SUPPORT
150,000
STARTING RIGHT NOW
1212 W CASS ST
TAMPA
,
FL
33606
NONE
PC
GENERAL OPERATING SUPPORT
100,000
THE CENTRE FOR WOMEN
105 W SLIGH AVE
TAMPA
,
FL
33604
NONE
PC
GENERAL OPERATING SUPPORT
50,000
THE CHILDHOOD LEAGUE CENTER
674 CLEVELAND AVE
COLUMBUS
,
OH
43215
NONE
PC
GENERAL OPERATING SUPPORT
20,000
A KID'S PLACE OF TAMPA BAY INC
1715 LITHIA PINECREST ROAD
BRANDON
,
FL
33511
NONE
PC
GENERAL OPERATING
60,000
ALLIANCE FOR PUBLIC SCHOOLS FOUNDAT
5201 W KENNEDY BLVD
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING
50,000
AUDUBON FLORIDA
4500 BISCAYNE BLVD STE 350
MIAMI
,
FL
33137
NONE
PC
GENERAL OPERATING
60,000
BESS THE BOOK BUS
2316 E 3RD AVE
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING
40,000
BIG BROTHERS BIG SISTERS OF AMERICA
2502 N ROCKY POINT DR STE 550
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING
40,000
CAMP BOGGY CREEK
30500 BRANTLEY BRANCH RD
EUSTIS
,
FL
32736
NONE
PC
GENERAL OPERATING
35,000
CHILD AID
917 SW OAK ST SUITE 208
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
30,000
CHILDREN'S HOME SOCIETY OF FLORIDA
1515 MICHELIN COURT
LUTZ
,
FL
33549
NONE
PC
GENERAL OPERATING
100,000
COMMUNITY CLOUD FOREST CONSERVATION
3059 HAPSHIRE BLVD SE
GRAND RAPIDS
,
MI
49506
NONE
PC
GENERAL OPERATING
30,000
CONSERVATION TRUST FOR FLORIDA INC
1731 NW 6TH STREET STE F
GAINESVILLE
,
FL
32609
NONE
PC
GENERAL OPERATING
75,000
DOLPHIN RESEARCH CENTER
58901 OVERSEAS HWY
GRASSY KEY
,
FL
33050
NONE
PC
GENERAL OPERATING
20,000
EARLY LEARNING COALITION OF HILLSBO
6800 N DALE MABRY HWY STE 158
TAMPA
,
FL
33614
NONE
PC
GENERAL OPERATING
50,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVE S 17TH FLOOR
NEW YORK
,
NY
10010
NONE
PC
GENERAL OPERATING
60,000
FLORIDA KEYS WILD BIRD CENTER
92080 OVERSEAS HWY
TAVERNIER
,
FL
33070
NONE
PC
GENERAL OPERATING
25,000
HILLSBOROUGH EDUCATION FOUNDATION
2306 N HOWARD AVE
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING
95,000
HOMELESS EMPOWERMENT PROGRAM
1120 NORTH BETTY LANE
CLEARWATER
,
FL
33755
NONE
PC
GENERAL OPERATING
60,000
LEARN TO EARN DAYTON
MCESC 200 S KEOWEE
DAYTON
,
OH
45402
NONE
PC
GENERAL OPERATING
75,000
LIFEPATH HOSPICE
3010 W AZEELE ST
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING
50,000
LOWRY PARK ZOO
1101 W SLIGH AVE
TAMPA
,
FL
33604
NONE
PC
GENERAL OPERATING
500,000
MEALS ON WHEELS OF TAMPA INC
550 W HILLSBOROUGH AVE
TAMPA
,
FL
33603
NONE
PC
GENERAL OPERATING
40,000
QUANTUM LEAP FARM
10401 WOODSTOCK RD
ODESSA
,
FL
33556
NONE
PC
GENERAL OPERATING
75,000
REBUILDING TOGETHER TAMPA BAY
911 E 122ND AVE
TAMPA
,
FL
33612
NONE
PC
GENERAL OPERATING
75,000
SOS CHILDREN'S VILLAGE USA INC
1620 I STREET NW STE 900
WASHINGTON
,
DC
20006
NONE
PC
GENERAL OPERATING
20,000
TAMPA BAY PERFORMING ARTS CENTER IN
1010 NORTH WC MACINNES PLACE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING
75,000
UNIVERSITY AREA COMMUNITY DEVELOPME
14013 N 22ND ST
TAMPA
,
FL
33613
NONE
PC
GENERAL OPERATING
50,000
USA FOR UNHCR
1310 L STREET NW STE 450
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING
50,000
GRAMEEN FOUNDATION USA
1400 K ST NW STE 550
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING
70,000
HUMANE SOCIETY OF PINELLAS
3040 STATE ROAD 590
CLEARWATER
,
FL
33759
PC
GENERAL OPERATING
40,000
DECA PREP
200 HOMEWOOD AVE
DAYTON
,
OH
45405
NONE
PC
GENERAL OPERATING SUPPORT
25,000
KIDS CANINES
3215 NUNDY ROAD
TAMPA
,
FL
33618
NONE
PC
GENERAL OEPRATING SUPPORT
40,000
MORE HEALTH INC
3821 HENDERSON BLVD
TAMPA
,
FL
33629
NONE
PC
GENERAL OPERATING SUPPORT
45,000
NORTH FLORIDA LAND TRUST INC
2038 GILMORE ST
JACKSONVILLE
,
FL
32204
NONE
PC
GENERAL OPERATING SUPPORT
40,000
PCA-TAMPA BAY
1411 N WESTSHORE BLVD STE 205
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
90,000
TECHNOSERVE INC
1777 N KENT ST STE 1100
ARLINGTON
,
VA
22209
NONE
PC
GENERAL OPERATING SUPPORT
30,000
THE SKILLS CENTER
5470 E BUSCH BLVD 132
TAMPA
,
FL
33617
NONE
PC
GENERAL OPERATING SUPPORT
40,000
CAT DEPOT
2542 17TH STREET
SARASOTA
,
FL
34234
NONE
PC
UNRESTRICTED
25,000
DEFENDERS OF WILDLIFE
1130 17th Street NW
WASHINGTON
,
DC
20036
PC
UNRESTRICTED
50,000
FLORIDA WILDLIFE FEDERATION
PO Box 6870
TALLAHASSEE
,
FL
32314
PC
UNRESTRICTED
25,000
INTERNATIONAL PLANNED PARENTHOOD FE
125 Maiden Lane 9th Floor
NEW YORK
,
NY
10038
PC
UNRESTRICTED
25,000
MOTE MARINE LABORATORY
1600 Ken Thompson Parkway
SARASOTA
,
FL
34236
PC
UNRESTRICTED
20,000
NON PROFIT LEADERSHIP CENTER OF TAM
1408 N Westshore Blvd Suite 140
TAMPA
,
FL
33607
PC
UNRESTRICTED
20,000
PLANNED PARENTHOOD FEDERATION OF AM
123 William St 10th Floor
NEW YORK
,
NY
10038
PC
UNRESTRICTED
25,000
PROJECT HOPE
PO Box 250255 Carter Hall Lane
MILLWOOD
,
VA
22646
PC
UNRESTRICTED
20,000
TAMPA BAY WATCH
3000 Pinellas Bayway South
TIERRA VERDE
,
FL
33715
PC
CLASSROOM BOAT FOR THE PIER
250,000
WILD ANIMAL HEALTH FUND
581705 White Oak Rd
YULEE
,
FL
32097
PC
UNRESTRICTED
20,000
WORLD WILDLIFE FUND
1250 24th St NW
WASHINGTON
,
DC
20037
PC
UNRESTRICTED
20,000
OAK GROVE CHURCH OF GOD
6830 N Habana Ave
TAMPA
,
FL
33614
PC
UNRESTRICTED
3,000
Total
.................................
3a
9,005,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,343
4
Dividends and interest from securities
....
14
877,767
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
995,277
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,875,387
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,875,387
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description