-
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
02-01-2019
, and ending
01-31-2020
Name of foundation
DEBARTOLO FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
15436 N FLORIDA AVE STE 200
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAMPA
,
FL
33613
A Employer identification number
31-1739677
B
Telephone number (see instructions)
(813) 908-8400
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)
$
3,405,250
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
2,035,737
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
82,964
82,964
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
6,242
b
Gross sales price for all assets on line 6a
715,465
7
Capital gain net income (from Part IV, line 2)
...
6,242
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)
.......
2,355
2,355
12
Total.
Add lines 1 through 11
........
2,127,298
91,561
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
191
0
0
17
Interest
...............
13
0
0
18
Taxes (attach schedule) (see instructions)
...
2,985
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
67
0
0
22
Printing and publications
..........
354
0
0
23
Other expenses (attach schedule)
.......
298,618
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
302,228
0
0
25
Contributions, gifts, grants paid
.......
1,605,270
1,605,270
26
Total expenses and disbursements.
Add lines 24 and 25
1,907,498
0
1,605,270
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
219,800
b
Net investment income
(if negative, enter -0-)
91,561
c
Adjusted net income
(if negative, enter -0-)
...
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
.............
2
Savings and temporary cash investments
.........
240,257
326,272
326,272
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)
.......
2,053,883
2,187,520
3,078,978
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)
..........
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)
2,294,140
2,513,792
3,405,250
17
Accounts payable and accrued expenses
..........
66
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)
.........
66
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
2,294,074
2,513,792
29
Total net assets or fund balances
(see instructions)
.....
2,294,074
2,513,792
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,294,140
2,513,792
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
2,294,074
2
Enter amount from Part I, line 27a
.....................
2
219,800
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
2,513,874
5
Decreases not included in line 2 (itemize)
5
82
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,513,792
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
BLACKSTONE GROUP
2014-10-17
2019-07-01
b
1385.175 SH JRBFX
2017-06-08
2019-02-06
c
3.015 SH JRBFX
2017-06-26
2019-02-06
d
3.617 SH JRBFX
2017-09-25
2019-02-06
e
18.032 SH JRBFX
2017-12-15
2019-02-06
0.979 SH JRBFX
2017-12-15
2019-02-06
3.603 SH JRBFX
2017-12-15
2019-02-06
2.946 SH JRBFX
2018-03-26
2019-02-06
3.399 SH JRBFX
2018-06-25
2019-02-06
4.336 SH JRBFX
2018-09-24
2019-02-06
6.701 SH JRBFX
2018-12-14
2019-02-06
10.179 SH JRBFX
2018-12-14
2019-02-06
1.376 SH JRBFX
2018-12-14
2019-02-06
364 SH FJP
2018-03-27
2019-02-07
6.4 SH MCHOY
2019-02-28
2019-04-15
123.6 SH MCHOY
2019-02-28
2019-04-15
66 SH JEF
1998-08-12
2019-04-18
16 SH MRK
2010-03-23
2019-04-18
195 SH PM
2009-08-10
2019-04-18
105 SH PM
2011-11-04
2019-04-18
210 SH WRK
2018-10-12
2019-04-18
22 SH BIIB
2015-04-01
2019-06-04
18 SH BIIB
2016-06-07
2019-06-04
25 SH BIIB
2016-07-14
2019-06-04
25 SH BIIB
2018-03-09
2019-06-04
257 SH NSRGY
2016-12-13
2019-06-04
192 SH NSRGY
2017-01-03
2019-06-04
1000 SH SH
2019-02-07
2019-06-04
539 SH CSCO
2018-04-12
2019-07-30
115 SH DXJ
2019-04-18
2019-08-07
385 SH DXJ
2016-07-11
2019-08-07
4994.963 SH HFQIX
2016-08-04
2019-08-08
102.02 SH HFQIX
2016-09-27
2019-08-08
93.463 SH HFQIX
2016-12-27
2019-08-08
89.801 SH HFQIX
2017-03-28
2019-08-08
166.895 SH HFQIX
2017-06-27
2019-08-08
99.971 SH HFQIX
2017-09-29
2019-08-08
91.126 SH HFQIX
2017-12-19
2019-08-08
93.426 SH HFQIX
2018-03-29
2019-08-08
187.66 SH HFQIX
2018-06-29
2019-08-08
97.861 SH HFQIX
2016-09-02
2019-08-08
115.344 SH HFQIX
2018-09-28
2019-08-08
89.504 SH HFQIX
2019-03-29
2019-08-08
175.561 SH HFQIX
2019-06-28
2019-08-08
2409 SH FDD
2016-03-18
2019-08-12
459 SH DOCU
2019-06-12
2019-09-30
792 SH STNE
2019-06-11
2019-10-02
618 SH NPSNY
2017-12-05
2019-10-09
32 SH NPSNY
2018-10-02
2019-10-09
32 SH PROSY
2019-09-17
2019-10-09
618 SH PROSY
2019-09-17
2019-10-09
77 SH NFLX
2019-09-30
2019-10-17
12795.276 SH PLFDX
2018-10-15
2019-11-13
24.787 SH PLFDX
2018-10-31
2019-11-13
61.143 SH PLFDX
2018-11-30
2019-11-13
63.429 SH PLFDX
2018-12-31
2019-11-13
59.085 SH PLFDX
2019-01-31
2019-11-13
55.698 SH PLFDX
2019-02-28
2019-11-13
60.285 SH PLFDX
2019-03-29
2019-11-13
56.727 SH PLFDX
2019-04-30
2019-11-13
62.328 SH PLFDX
2019-05-31
2019-11-13
53.961 SH PLFDX
2019-06-28
2019-11-13
56.383 SH PLFDX
2019-07-31
2019-11-13
59.369 SH PLFDX
2019-08-30
2019-11-13
50.032 SH PLFDX
2019-09-30
2019-11-13
55.599 SH PLFDX
2019-10-31
2019-11-13
4753 SH ALERIAN MLP ETF
2018-03-27
2019-11-25
4000 SH SH
2019-02-07
2019-12-12
41 SH LMT
2018-01-11
2020-01-03
CAPITAL GAINS DIVIDENDS
P
(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
2,212
2,212
b
35,003
35,086
-83
c
76
76
0
d
91
94
-3
e
456
501
-45
25
27
-2
91
100
-9
74
84
-10
86
100
-14
110
126
-16
169
154
15
257
234
23
35
32
3
17,808
21,174
-3,366
56
42
14
1,086
818
268
1,335
691
644
1,172
618
554
16,425
10,154
6,271
8,844
7,371
1,473
7,460
8,828
-1,368
5,001
8,416
-3,415
4,092
4,246
-154
5,683
5,794
-111
5,683
7,146
-1,463
25,700
18,370
7,330
19,200
13,461
5,739
28,259
29,007
-748
30,594
23,236
7,358
5,287
6,044
-757
17,699
15,337
2,362
32,367
36,164
-3,797
661
731
-70
606
663
-57
582
663
-81
1,081
1,267
-186
648
781
-133
590
723
-133
605
716
-111
1,216
1,359
-143
634
662
-28
747
828
-81
580
608
-28
1,138
1,171
-33
29,295
29,745
-450
27,747
22,071
5,676
26,282
22,074
4,208
18,169
32,296
-14,127
941
1,359
-418
454
512
-58
8,763
9,879
-1,116
23,409
20,628
2,781
126,545
130,000
-3,455
245
251
-6
605
610
-5
627
615
12
584
583
1
551
558
-7
596
598
-2
561
569
-8
616
621
-5
534
537
-3
558
564
-6
587
591
-4
495
498
-3
550
550
0
37,928
40,199
-2,271
98,246
116,028
-17,782
16,971
13,584
3,387
12,082
12,082
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
2,212
b
-83
c
0
d
-3
e
-45
-2
-9
-10
-14
-16
15
23
3
-3,366
14
268
644
554
6,271
1,473
-1,368
-3,415
-154
-111
-1,463
7,330
5,739
-748
7,358
-757
2,362
-3,797
-70
-57
-81
-186
-133
-133
-111
-143
-28
-81
-28
-33
-450
5,676
4,208
-14,127
-418
-58
-1,116
2,781
-3,455
-6
-5
12
1
-7
-2
-8
-5
-3
-6
-4
-3
0
-2,271
-17,782
3,387
12,082
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
6,242
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
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
1,658,159
2,986,939
0.555137
2017
1,004,862
3,436,267
0.292428
2016
730,705
3,408,083
0.214404
2015
736,782
3,567,180
0.206545
2014
641,776
3,458,089
0.185587
2
Total
of line 1, column (d)
.....................
2
1.454101
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
0.290820
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,097,534
5
Multiply line 4 by line 3
......................
5
900,825
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
916
7
Add lines 5 and 6
........................
7
901,741
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,605,270
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
916
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
0
3
Add lines 1 and 2
...........................
3
916
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
916
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
34
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
950
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
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
Yes
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
WWW.DEBARTOLOFAMILYFOUNDATION.COM
14
The books are in care of
DEBARTOLO HOLDINGS LLC
Telephone no.
(813) 908-8400
Located at
15436 N FLORIDA AVE SUITE 200
TAMPA
FL
ZIP+4
33613
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
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
EDWARD J DEBARTOLO
PRESIDENT
0.00
0
0
0
16210 SIERRA DE AVILA
TAMPA
,
FL
33613
CYNTHIA R DEBARTOLO
VICE PRESIDENT
0.00
0
0
0
16210 SIERRA DE AVILA
TAMPA
,
FL
33613
LISA MARIE DEBARTOLO
VICE PRESIDENT
0.00
0
0
0
934 S GOLF VIEW ST
TAMPA
,
FL
33629
TIFFANIE L DEBARTOLO
VICE PRESIDENT
0.00
0
0
0
410 MAGEE AVE
MILL VALLEY
,
CA
94941
NICOLE A DEBARTOLO
VICE PRESIDENT
0.00
0
0
0
5138 WEST LONGFELLOW AVENUE
TAMPA
,
FL
33629
JAMES D PALERMO
SECRETARY
0.00
0
0
0
622 DANUBE AVENUE
TAMPA
,
FL
33606
DAVID S MALLITZ
TREASURER
0.00
0
0
0
16211 TALAVERA DE AVILA
TAMPA
,
FL
33613
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
...................
0
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
.............
0
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
.........................
0
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
2,885,578
b
Average of monthly cash balances
.......................
1b
259,127
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,144,705
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
0
3
Subtract line 2 from line 1d
.........................
3
3,144,705
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
47,171
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,097,534
6
Minimum investment return.
Enter 5% of line 5
..................
6
154,877
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
154,877
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
916
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
916
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
153,961
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
153,961
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
153,961
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
1,605,270
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
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
1,605,270
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
916
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,604,354
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
153,961
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
471,626
b
From 2015
......
559,405
c
From 2016
......
560,841
d
From 2017
......
840,655
e
From 2018
......
1,512,728
f
Total
of lines 3a through e
........
3,945,255
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,605,270
a
Applied to 2018, 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 2019 distributable amount
.....
153,961
e
Remaining amount distributed out of corpus
1,451,309
5
Excess distributions carryover applied to 2019.
0
0
(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
5,396,564
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
471,626
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
4,924,938
10
Analysis of line 9:
a
Excess from 2015
....
559,405
b
Excess from 2016
....
560,841
c
Excess from 2017
....
840,655
d
Excess from 2018
....
1,512,728
e
Excess from 2019
....
1,451,309
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).)
EDWARD J DEBARTOLO
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:
JUDY BRAGDON
15436 N FLORIDA AVE STE 200
TAMPA
,
FL
33613
(813) 964-8302
b
The form in which applications should be submitted and information and materials they should include:
SCHOLARSHIP OR GRANT APPLICATION FORM.
c
Any submission deadlines:
APRIL 1ST FOR SCHOLARSHIPS; NO DEADLINE FOR GRANTS
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TAMPA BAY AREA; FUNDS MUST BE USED FOR PROGRAMS AND NOT ADMINISTRATIVE COSTS
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
A BRIGHTER COMMUNITY INC
1613 N MARION STREET
TAMPA
,
FL
33620
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,500
AFTER-SCHOOL ALL STARS TAMPA BAY
301 W PLATT ST SUITE 689
TAMPA
,
FL
33606
NONE
PUBLIC CHARITY
PROGRAM SERVICES
25,000
ALANIS RODRIGUEZ DIAZ
1527 FIREWHEEL DRIVE
WESLEY CHAPEL
,
FL
33543
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
ALLISON TRIGUEROS
10215 GOLDENBROOK WAY
TAMPA
,
FL
33647
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
ALS ASSOCIATION OF SOUTH CAROLINA
7499 PARKLANE ROAD SUITE 144
COLUMBINA
,
SC
29223
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
AMERICAN CANCER SOCIETY
3709 W JETTON AVENUE
TAMPA
,
FL
33629
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
ANI HOYTE
7418 DRAGONFLY LOOP
GIBSONTON
,
FL
33534
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
APPLE A DAY FOUNDATION INC
7523 SEAURAT STREET 101
ORLANDO
,
FL
32819
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
BAILEY ELEMENTARY
4630 GALLAGHER ROAD
DOVER
,
FL
33527
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
BEES LEARNING
5100 1ST AVE NORTH
ST PETERSBURG
,
FL
33710
NONE
PUBLIC CHARITY
PROGRAM SERVICES
3,600
BOYS & GIRLS CLUB OF TAMPA BAY
1307 N MACDILL AVENUE
TAMPA
,
FL
33607
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
BRANDON EPIC
1019 NORTH PARSONS ROAD
SEFFNER
,
FL
33584
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
BROADRICK FAMILY FOUNDATION INC
19103 MERRY LANE
LUTZ
,
FL
33548
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
BROOKS DEBARTOLO COLLEGIATE HIGH SCHOOL
10948 N CENTRAL AVENUE
TAMPA
,
FL
33612
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
BUDDY BASEBALL
PO BOX 290361
TEMPLE TERRACE
,
FL
33687
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
BULLARD FAMILY FOUNDATION
5308 VAN DYKE ROAD
LUTZ
,
FL
33558
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
CAMINITI EXCEPTIONAL CENTER
2600 WEST HUMPHREY
TAMPA
,
FL
33511
NONE
PUBLIC CHARITY
PROGRAM SERVICES
120
CAR SHOWS FOR CHARITY
9602 E HWY 92
TAMPA
,
FL
33610
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,500
CATALINA STREET
6915 EXETER PARK PLACE
APOLLO BEACH
,
FL
33572
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
CAUY REEDER
1005 LENNA AVE
SEFFNER
,
FL
33584
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
CHILDREN'S CANCER CENTER
4901 WEST CYPRESS STREET
TAMPA
,
FL
33607
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
CHILDREN'S DREAM FUND
200 CENTRAL AVE SUITE 410
ST PETERSBURG
,
FL
33701
NONE
PUBLIC CHARITY
PROGRAM SERVICES
8,000
CHRISTOPHER DULJE
4017 BAMBOO PALM WAY
PLANT CITY
,
FL
33566
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
CLEARWATER FREE CLINIC
707 N FORT HARRISON STREET
CLEARWATER
,
FL
33755
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
CLOTHES TO KIDS
1059 N HERCULES AVENUE
CLEARWATER
,
FL
33765
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
CORNERSTONE FAMILY MINISTRIES
PO BOX 4576
TAMPA
,
FL
33677
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
CRISIS CENTER OF TAMPA BAY INC
ONE CRISIS CENTER PLAZA
TAMPA
,
FL
33613
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
CROSS OUT CANCER INC
3411 W LYKES AVENUE
TAMPA
,
FL
33609
NONE
PUBLIC CHARITY
PROGRAM SERVICES
750
CURE SMA
925 BUSSE ROAD
ELK GROVE VILLAGE
,
IL
60007
NONE
PUBLIC CHARITY
PROGRAM SERVICES
250
CYNTHIA BOYZO
1630 GRAY ROAD
EAGLE LAKE
,
FL
33839
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
DALIA QUILES
17737 LONG RIDGE ROAD
TAMPA
,
FL
33647
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
DANIELLA GUILLERMO-GOMEZ
4128 SHADY HAMMOCK DRIVE
MULBERRY
,
FL
33860
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
DAVE AGARD
3224 MAJESTIC OAK PLACE
MULBERRY
,
FL
33860
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
DAVID ROCENDO
3852 JANEEN CIRCLE
MULBERRY
,
FL
33860
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
DAWNING FAMILY SERVICES
PO BOX 310525
TAMPA
,
FL
33680
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
DREAM OAKS CAMP
16110 DREAM OAKS PLACE
BRADENTON
,
FL
34212
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
DYLAN SCHAFFER
1205 BALLINGER ROAD
LUTZ
,
FL
33548
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
EQUALITY FLORIDA
PO BOX 20786
TAMPA
,
FL
33622
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
FCD CARES
495 ALT 19 NO 1347
PALM HARBOUR
,
FL
34682
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
FLORIDA GUARDIAN AD LITEM
PO BOX 10688
TALLAHASSEE
,
FL
32302
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
FLORIDA HOLOCAUST MUSEUM INC
55 FIFTH STREET SOUTH
ST PETERSBURG
,
FL
33704
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,500
FLORIDA POODLE RESCUE
2340 SHADOW OAKS ROAD
SARASOTA
,
FL
34240
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
FREDDIE SOLOMON LEGACY FOUNDATION INC
30670 TUMBLEBERRY STREET
WESLEY CHAPEL
,
FL
33543
NONE
PUBLIC CHARITY
PROGRAM SERVICES
19,000
FRIENDS OF JOSHUA HOUSE FOUNDATION
PO BOX 26333
TAMPA
,
FL
33623
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
FROM THE HEART PRODUCTIONS
1455 MANDALAY BEACH ROAD
OXNARD
,
CA
930352845
NONE
PUBLIC CHARITY
PROGRAM SERVICES
550
GIRL SCOUTS OF W CENTRAL FLORIDA
4160 EISENHOWER BLVD
TAMPA
,
FL
33634
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
GIRLS ON THE RUN - GREATER TAMPA BAY
2519 N MCMULLEN BOOTH SUITE 510145
CLEARWATER
,
FL
33761
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
GRAMATICA FAMILY FOUNDATION
13014 N DALE MABRY HWY 171
TAMPA
,
FL
33618
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
GRANT PARK CHRISTIAN ACADEMY
5107 EAST 32ND AVENUE
TAMPA
,
FL
33619
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
HIGH RISK HOPE
5432 LYKES LANE
TAMPA
,
FL
33611
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
HUMANE SOCIETY OF NORTHWEST MONTANA
PO BOX 221
KALISPELL
,
MT
59903
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
HUMANE SOCIETY OF TAMPA BAY INC
3607 N ARMENIA AVENUE
TAMPA
,
FL
33607
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000,000
IAN SPURZA
2344 WINDSOR OAKS AVE
LUTZ
,
FL
33549
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
ICARE FOUNDATION
326 S HYDE PARKE AVENUE
TAMPA
,
FL
33606
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
ISNP BOOSTERS
2757 SYCAMORE STREET
NORTH PORT
,
FL
34289
NONE
PUBLIC CHARITY
PROGRAM SERVICES
300
JACKSON EDUCATIONAL FOUNDATION
3417 E JEAN STREET
TAMPA
,
FL
33610
NONE
PUBLIC CHARITY
PROGRAM SERVICES
150
JACKSON IN ACTION 83 FOUNDATION
3225 S MACDILL AVE 129 BOX 230
TAMPA
,
FL
33629
NONE
PUBLIC CHARITY
PROGRAM SERVICES
7,500
JANET VICTORINO-GUTIERREZ
291 CESARA STATE LOOP
MULBERRY
,
FL
33860
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
JASON ACKERMAN FOUNDATION
18761 HILLSTONE DRIVE
ODESSA
,
FL
33556
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,500
JAYLEN ARNOLD
PO BOX 93653
LAKELAND
,
FL
33804
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
KARLYN KNOTTS
2211 GATEWOOD STREET
PLANT CITY
,
FL
33563
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
KHEDGEN WILLIS
2968 MORRIS DRIVE
BARTOW
,
FL
33830
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
KIDS AND CANINES
3215 NUNDY ROAD
TAMPA
,
FL
33618
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
LEARNING INDEPENDENCE FOR TOMORROW
13400 PARK BOULEVARD
SEMINOLE
,
FL
33776
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
LIFEPATH HOSPICE
3010 W AZEELE STREET
TAMPA
,
FL
33609
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
LIGHTHOUSE MINISRIES
PO BOX 3112
LAKELAND
,
FL
33802
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
LUTZ PREPATORY SCHOOL
17951 US-41
LUTZ
,
FL
33549
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
MACKENZIE GORDON
37312 HANNAH LANE
ZEPHRYHILLS
,
FL
33542
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
MAKALEIGH DEYOE
6885 AQUA VISTA DRIVE 206
ZEPHRYHILLS
,
FL
33542
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
MARIA MARTINEZ
25 REGAL LOOP
MULBERRY
,
FL
33860
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
MARJORIES HOPE
3941 PENSDALE DR
NEW PORT RICHEY
,
FL
34652
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
MCLANE MIDDLE SCHOOL
306 N KNIGHTS AVE
BRANDON
,
FL
33510
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
MICHAEL RESINA
23521 BELLAIRE LOOP
LAND O LAKES
,
FL
34639
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
MIKE ALSTOTT FAMILY FOUNDATION
PO BOX 40055
ST PETERSBURG
,
FL
33743
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
MIKE EVANS FAMILY FOUNDATION
PO BOX 271850
TAMPA
,
FL
33688
NONE
PUBLIC CHARITY
PROGRAM SERVICES
6,750
MIZE FAMILY FOUNDATION
326 S HYDE PARK AVE
TAMPA
,
FL
33606
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
MOTHERS AGAINST DRUNK DRIVING
13902 N DALE MABRY HWY 239
TAMPA
,
FL
33618
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
MUSCULAR DYSTROPHY ASSOCIATION
9600 KOGER BOULEVARD NORTH 204
ST PETERSBURG
,
FL
33702
NONE
PUBLIC CHARITY
PROGRAM SERVICES
3,000
MY HOPE CHEST
PO BOX 3081
SEMINOLE
,
FL
33775
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
NOEMI HERNANDEZ HERNANDEZ
14834 12TH STREET
DADE CITY
,
FL
33523
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
NW MT HEAD START
79 7TH AVE EN
KALISPELL
,
MT
59901
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
OVARIAN CANCER RESEARCH FUND
14 PENNSYLVANIA PLAZA 2110
NEW YORK
,
NY
10122
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
PASCO KIDS FIRST INC
73344 LITTLE ROAD
NEW PORT RICHEY
,
FL
34654
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
PETA
501 FRONT STREET
NORFOLK
,
VA
23510
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
PRO BOWL GAME
401 CHANNELSIDE DRIVE
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,750
RAHVEN SWEED
2006 EAST CARACAS STREET
TAMPA
,
FL
33610
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
REDEFINING REFUGE
18948 N DALE MABRY HWY 101
LUTZ
,
FL
33548
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
RIVERVIEW HURRICANES BASKETBALL
11408 WESTON COURSE LOOP
RIVERVIEW
,
FL
33579
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
ROAD RECOVERY
PO BOX 1680
RADIO CITY STATION
,
NY
10101
NONE
PUBLIC CHARITY
PROGRAM SERVICES
25,000
RODEHEAVER BOYS RANCH
PO BOX 5
PALATKA
,
FL
32178
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
RYAN CALLAHAN FOUNDATION
65C MONROE AVENUE
PITTSFORD
,
NY
14534
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,500
RYAN NECE FOUNDATION
4401 W KENNEDY BLVD 3RD FLOOR
TAMPA
,
FL
33609
NONE
PUBLIC CHARITY
PROGRAM SERVICES
17,500
SANDY HOOK PROMISE
PO BOX 3489
NEWTON
,
CT
06470
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
SERTOMA CAMP ENDEAVOR INC
PO BOX 910
DUNDEE
,
FL
33838
NONE
PUBLIC CHARITY
PROGRAM SERVICES
600
ST FRANCIS SOCIETY ANIMAL RESCUE
PO BOX 261614
TAMPA
,
FL
33685
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
ST JOSEPH'S HOSPITAL FOUNDATION
2700 W DR MLK JR BLVD 310
TAMPA
,
FL
33607
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
ST MARY'S EPISCOPAL DAY SCHOOL
2101 S HUBERT AVENUE
TAMPA
,
FL
33629
NONE
PUBLIC CHARITY
PROGRAM SERVICES
15,000
ST PETERSBURG ARTS ALLIANCE
100 SECOND AVENUE N 150
ST PETERSBURG
,
FL
33701
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,000
STARTING RIGHT NOW
16057 TAMPA PALMS BLVD 231
TAMPA
,
FL
33647
NONE
PUBLIC CHARITY
PROGRAM SERVICES
25,000
STRAZ CENTER FOR PERFORMING ARTS
1010 N WC MACINNES PLACE
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
SYDNEY WINDSOR
3056 CLOVER BLOSSOM CIRCLE
LAND O LAKES
,
FL
34638
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
TAMPA BAY LIGHTNING
401 CHANNELSIDE DRIVE
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
TAMPA BAY LITTLE LEAGUE
PO BOX 18971
TAMPA
,
FL
33679
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
TAMPA BAY SPORTS AND ENTERTAINMENT
401 CHANNELSIDE DRIVE
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
TAMPA GENERAL HOSPITAL FOUNDATION
PO BOX 1289
TAMPA
,
FL
33601
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
TAMPA MUSEUM OF ART
120 W GASPARILLA PLAZA
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
TAMPA THEATRE
POST OFFICE BOX 172188
TAMPA
,
FL
33672
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
TANIAH MARC
12504 RAINFOREST STREET
TAMPA
,
FL
33617
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
TEAM GODWIN FOUNDATION
12551 FRANKLIN ROAD
THONOTOSASSA
,
FL
33592
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
THE FLORIDA AQUARIUM
701 CHANNELSIDE DRIVE
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
THE JUNIOR LEAGUE OF TAMPA INC
87 COLUMBIA DRIVE
TAMPA
,
FL
33606
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
THE PACE CENTER
1933 E HILLSBOROUGH AVE
TAMPA
,
FL
33610
NONE
PUBLIC CHARITY
PROGRAM SERVICES
25,000
THE POYNTER INSTITUTE
801 THIRD STREET SOUTH
ST PETERSBURG
,
FL
33701
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
THE SKILLS CENTER
5470 E BUSCH BOULEVARD 132
TAMPA
,
FL
33617
NONE
PUBLIC CHARITY
PROGRAM SERVICES
10,000
THE STEP ALLIANCE
12603 NORTH 51ST STREET
TEMPLE TERRACE
,
FL
33617
NONE
PUBLIC CHARITY
PROGRAM SERVICES
2,500
TIGLFF
PO BOX 17816
TAMPA
,
FL
33682
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
TYLER ROYSDON
33361 WHISPER POINTE DRIVE
WESLEY CHAPEL
,
FL
33545
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
UNIVERSITY AREA COMMUNITY DEVELOPMENT CO
14013 N 22ND STREET
TAMPA
,
FL
33613
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,000
UNIVERSITY OF FLORIDA
PO BOX 114025
GAINESVILLE
,
FL
32611
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
10,000
USF FOUNDATION
4202 E FOWLER AVE
TAMPA
,
FL
33620
NONE
PUBLIC CHARITY
PROGRAM SERVICES
1,250
VETPAW
2137 E ROYAL FARM DRIVE 21
COTTONOWOOD HEIGHTS
,
UT
84121
NONE
PUBLIC CHARITY
PROGRAM SERVICES
79,200
VIERGLA CESAR
3211 E 38TH AVE
TAMPA
,
FL
33610
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
WEST VIRGINIA UNIVERSITY
62 MORRILL WAY
MORGANTOWN
,
WV
26506
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
WESTCHASE ROTARY CLUB
9654 W LINEBAUGH AVENUE PMB 175
TAMPA
,
FL
33626
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
WHEELCHAIRS 4 KIDS
1406 STONEHAVEN WAY
TARPON SPRINGS
,
FL
34689
NONE
PUBLIC CHARITY
PROGRAM SERVICES
500
WHERE LOVE GROWS
700 S HARBOUR ISLAND BLVD UNIT 834
TAMPA
,
FL
33602
NONE
PUBLIC CHARITY
PROGRAM SERVICES
15,000
WOODJY COLAS
1104 JACOB WAY
ODESSA
,
FL
33556
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
WOUNDED VETERANS RELIEF FUND
1335 OLD DIXIE HIGHWAY STE 3
LAKE PARK
,
FL
33403
NONE
PUBLIC CHARITY
PROGRAM SERVICES
5,000
ZAIRE JOHNSON
1102 RAY CHARLES BLVD 119
TAMPA
,
FL
33602
NONE
FOR STUDENT ACCOUNT
SCHOLARSHIP
2,500
Total
.................................
3a
1,605,270
b
Approved for future payment
Total
.................................
3b
0
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
...........
4
Dividends and interest from securities
....
14
82,964
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
.....
14
2,355
8
Gain or (loss) from sales of assets other than
inventory
............
18
6,242
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)
..
0
91,561
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
91,561
(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:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description