Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
GULF POWER FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address)500 BAYFRONT PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENSACOLA, FL32501
A Employer identification number

59-2817740
B Telephone number (see instructions)

(850) 444-6206
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,192,826
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 574 574 574
4 Dividends and interest from securities... 88,562 88,562 88,562
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 250 0 250
12 Total. Add lines 1 through 11........ 89,386 89,136 89,386
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,280 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 251 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,531 0 0 0
25 Contributions, gifts, grants paid....... 1,432,586 1,432,586
26 Total expenses and disbursements. Add lines 24 and 25 1,434,117 0 0 1,432,586
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,344,731
b Net investment income (if negative, enter -0-) 89,136
c Adjusted net income (if negative, enter -0-)... 89,386
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 658,334 695,041 695,041
2 Savings and temporary cash investments......... 193,945 282,506 282,506
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,439,485 Click to see attachment2,959,411 2,959,411
c Investments—corporate bonds (attach schedule)....... 1,651,764 Click to see attachment1,255,868 1,255,868
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,943,528 5,192,826 5,192,826
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,943,528 5,192,826
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 5,943,528 5,192,826
30 Total liabilities and net assets/fund balances (see instructions). 5,943,528 5,192,826
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
5,943,528
2
Enter amount from Part I, line 27a .....................
2
-1,344,731
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
594,029
4
Add lines 1, 2, and 3 ..........................
4
5,192,826
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,192,826
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,239
c All other domestic foundations enter 1.39% 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 1,239
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 1,239
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 33
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet33 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletSUSAN MELIANS VICE PRESIDENT Telephone no.bullet (850) 444-6231

    Located atbullet500 BAYFRONT PARKWAYPENSACOLAFL ZIP+4bullet32501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS BEAN TRUSTEE
    0.50
    0 0 0
    700 UNIVERSE BLVD
    JUNO BEACH,FL33408
    PAUL CUTLER TREASURER
    0.50
    0 0 0
    700 UNIVERSE BLVD
    JUNO BEACH,FL33408
    MARLENE SANTOS CHAIRMAN
    0.50
    0 0 0
    500 BAYFRONT PARKWAY
    PENSACOLA,FL32501
    SCOTT SEELEY SECRETARY
    0.50
    0 0 0
    700 UNIVERSE BLVD
    JUNO BEACH,FL33408
    MELISSA PLOTSKY ASSISTANT SECRETARY
    0.50
    0 0 0
    700 UNIVERSE BLVD
    JUNO BEACH,FL33408
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    4,649,398
    b
    Average of monthly cash balances.......................
    1b
    597,763
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,247,161
    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
    5,247,161
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    78,707
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,168,454
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    258,423
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    258,423
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,239
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,239
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    257,184
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    257,184
    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
    257,184
    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
    1,432,586
    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
    1,432,586
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,432,586
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 257,184
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 148,714
    b From 2016...... 165,656
    c From 2017...... 270,319
    d From 2018...... 1,382,383
    e From 2019...... 1,298,130
    fTotal of lines 3a through e........ 3,265,202
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,432,586
    a Applied to 2019, 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 2020 distributable amount..... 257,184
    e Remaining amount distributed out of corpus 1,175,402
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,440,604
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    148,714
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,291,890
    10 Analysis of line 9:
    a Excess from 2016.... 165,656
    b Excess from 2017.... 270,319
    c Excess from 2018.... 1,382,383
    d Excess from 2019.... 1,298,130
    e Excess from 2020.... 1,175,402
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MRS SUSAN MELIANS
    ONE ENERGY PLACE
    PENSACOLA,FL325200100
    (850) 444-6380
    bThe form in which applications should be submitted and information and materials they should include:
    THE ORGANIZATION IS REQUIRED TO COMPLETE GRANT APPLICATIONS, INCLUDING COPY OF THE FORM 990-PF (IF APPLICABLE).
    cAny submission deadlines:
    FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 FOR THE RESPECTIVE QUARTERLY BOARD MEETINGS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE MADE EXCLUSIVELY FOR CHARITABLE, HUMAN NEEDS, COMMUNITY VITALITY, CIVIC, EDUCATION AND ENVIRONMENTAL STEWARDSHIP.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    PATHWAY FOR CHANGE INC
    2050 WEST BLOUNT STREET
    PENSACOLA,FL32501
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 5,000
    ACHIEVE ESCAMBIA
    1000 COLLEGE BOULEVARD SUITE 1100-F
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A YOUTH COMMUNITY SERVICES 45,000
    ALIGNMENT BAY COUNTY
    5230 WEST HIGHWAY 98
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A YOUTH COMMUNITY SERVICES 30,000
    AMERICAN RED CROSS OF NORTHWEST FLORIDA
    9111 STURDEVANT STREET
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A WILDFIRE DISASTER RELIEF 10,000
    AMERICAN RED CROSS OF NORTHWEST FLORIDA
    9111 STURDEVANT STREET
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    AUTISM PENSACOLA INC
    1001 NORTH DAVIS HIGHWAY BLDG 1
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A YOUTH SERVICES 5,000
    BAPTIST COLLEGE OF FLORIDA
    5400 COLLEGE DRIVE
    GRACEVILLE,FL32440
    NONE GOVERNMENTAL UNIT 50 MATCHING GIFT 1,000
    BAY COUNTY AUDUBON SOCIETY
    728 BLANCHARD DRIVE
    PANAMA CITY BEACH,FL32413
    NONE PUBLIC CHARITY 509(A ENVIRONMENTAL CONSERVATION 2,500
    BAY EDUCATION FOUNDATION
    1311 BALBOA AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    BAY YOUTH SUMMER WORK FOUNDATIONINC
    PO BOX 16086
    PANAMA CITY,FL32402
    NONE PUBLIC CHARITY 509(A WORKFORCE DEVELOPMENT 3,000
    BOYS & GIRLS CLUB OF BAY COUNTY INC
    PO BOX 914
    PANAMA CITY,FL32402
    NONE PUBLIC CHARITY 509(A YOUTH SERVICES 12,500
    BOYS & GIRLS CLUB OF THE EMERALD COAST INC
    923 DENTON BLVD NORTHWEST
    FORT WALTON BEACH,FL32547
    NONE PUBLIC CHARITY 509(A YOUTH SERVICES 37,500
    BE READY ALLIANCE COORDINATING FOR EMERGENCIES (BRACE)
    1301 WEST GOVERNMENT STREET
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COMMUNITY DISASTER RELIEF 13,000
    CAPSTONE ADAPTIVE LEARNING & THERAPY CENTERS INC
    4901 WEST FAIRFIELD DRIVE
    PENSACOLA,FL32506
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES FOR THE DISABLED 5,384
    CATHOLIC CHARITIES OF NORTHWEST FLORIDA
    11 NORTH B STREET
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COMMUNITY OUTREACH FOR THE IMPOVERISHED 20,000
    CHAIN REACTION
    1000 COLLEGE BOULEVARD BUILDING 98
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A TEEN OUTREACH AND EDUCATION 5,000
    CHILDREN IN CRISIS
    1000 LUKES WAY
    FORT WALTON BEACH,FL32547
    NONE PUBLIC CHARITY 509(A SERVICES FOR ABUSED CHILDREN 5,000
    CHIPOLA COLLEGE FOUNDATION
    3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A EXPANSION OF ENGINEERING PROGRAM 10,000
    CHIPOLA COLLEGE FOUNDATION
    3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    CONSORTIUM OF FLORIDA EDUCATION FOUNDATION
    PO BOX 358719
    GAINESVILLE,FL326358719
    NONE PUBLIC CHARITY 509(A YOUTH EDUCATION 50,000
    EARLY LEARNING COALITION OF ESCAMBIA COUNTY
    3300 NORTH PACE BLVD STE 210
    PENSACOLA,FL32505
    NONE PUBLIC CHARITY 509(A YOUTH EDUCATION 60,000
    NAVARRE BEACH SEA TURTLE CONSERVATION CENTER
    8740 GULF BOULEVARD
    NAVARRE,FL32566
    NONE PUBLIC CHARITY 509(A SEA TURTLE CONSERVATION 5,315
    OKALOOSA PUBLIC SCHOOLS FOUNDATION
    120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    OKALOOSA PUBLIC SCHOOLS FOUNDATION
    120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHOP 3,000
    ESCAMBIA COUNTY 4-H FOUNDATION INC
    3740 STEFANI ROAD
    CANTONMENT,FL32533
    NONE PUBLIC CHARITY 509(A YOUTH STEM EDUCATION 4,000
    NORTHWEST FLORIDA STATE COLLEGE FOUNDATION
    100 COLLEGE BOULEVARD
    NICEVILLE,FL32578
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 30,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION
    30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 10,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION
    30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIPS 3,000
    EVERY CHILD A READER ESCAMBIA
    PO BOX 71
    PENSACOLA,FL32591
    NONE PUBLIC CHARITY 509(A READING PROGRAM FOR CHILDREN 3,800
    FLORIDA STATE UNIVERSITY FOUNDATION
    4750 COLLEGIATE DRIVE
    PANAMA CITY,FL32405
    NONE GOVERNMENTAL UNIT 50 CAPITAL CAMPAIGN 50,000
    FLORIDA STATE UNIVERSITY FOUNDATION
    4750 COLLEGIATE DRIVE
    PANAMA CITY,FL32405
    NONE GOVERNMENTAL UNIT 50 ENDOWMENT FUND 5,000
    FOOD4KIDZ INC
    16610 FRONT BEACH ROAD
    PANAMA CITY BEACH,FL32413
    NONE PUBLIC CHARITY 509(A FOOD PANTRY FOR CHILDREN 10,000
    FRANCIS M WESTON AUDUBON SOCIETY
    PO BOX 17484
    PENSACOLA,FL32522
    NONE PUBLIC CHARITY 509(A ENVIRONMENTAL CONSERVATION 2,500
    FULLER CENTER DISASTER REBUILDERS
    701 S MARTIN LUTHER KING JR BLVD
    AMERICUS,GA31719
    NONE PUBLIC CHARITY 509(A DISASTER ASSISTANCE 12,000
    GULF COAST STATE COLLEGE FOUNDATION
    5230 WEST HIGHWAY 98 STUDENT UNION
    WEST 325
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND FOR VETERANS 30,000
    GULF COAST STATE COLLEGE FOUNDATION
    5230 WEST HIGHWAY 98 STUDENT UNION
    WEST 325
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 4,000
    INSTITUTE FOR HUMAN & MACHINE COGNITION
    40 SOUTH ALCANIZ STREET
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A STEM EDUCATION 8,500
    MANNA FOOD PANTRY
    3030 NORTH E STREET
    PORTSMOUTH,VA23704
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    MERCY CHEFS INC
    711 WASHINGTON STREET
    BIRMINGHAM,AL35203
    NONE PUBLIC CHARITY 509(A DISASTER RELIEF MEAL PROVIDERS 6,853
    PENSACOLA STATE COLLEGE FOUNDATION
    1000 COLLEGE BOULEVARD BUILDING 17
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A EDUCATION 30,000
    PENSACOLA UNITED METHODIST COMMUNITY SERVICES INC
    2600 WEST STRONG STREET
    PENSACOLA,FL32505
    NONE PUBLIC CHARITY 509(A HOMELESS SHELTER AND MEAL SERVICES 4,836
    RONALD MCDONALD HOUSE CHARITIES
    5200 BAYOU BOULEVARD
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A SUPPORTING PROGRAMS FOR SICK CHILDREN AND THEIR PARENTS 10,000
    SALVATION ARMY OF PENSACOLA
    PO BOX 17026
    PENSACOLA,FL32522
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    SANTA ROSA COUNTY EDUCATION FOUNDATION
    5086 CANAL STREET
    MILTON,FL32570
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    SANTA ROSA COUNTY EDUCATION FOUNDATION
    5086 CANAL STREET
    MILTON,FL32570
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    STUDER COMMUNITY INSTITUTE
    121 SOUTH PALAFOX PLACE
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A INFANT/TODDLER DEVELOPMENT 5,000
    TOM P HANEY EDUCATION FOUNDATION
    3016 HIGHWAY 77
    PANAMA CITY,FL32405
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    TROY UNIVERSITY FOUNDATION
    301 ADAMS ADMINISTRATION BUILDING
    TROY,AL36082
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 5,000
    UNITED WAY EMERALD COAST
    112 TUPELO AVENUE SE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A COVID-19 COMMUNITY SUPPORT 125,000
    UNITED WAY EMERALD COAST
    112 TUPELO AVENUE SE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 14,000
    UNITED WAY OF NORTHWEST FLORIDA
    602 HARRISON AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A COVID-19 COMMUNITY SUPPORT 125,000
    UNITED WAY OF NORTHWEST FLORIDA
    602 HARRISON AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 29,400
    UNITED WAY OF WEST FLORIDA
    1301 W GOVERNMENT ST
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COVID-19 COMMUNITY SUPPORT 250,000
    UNITED WAY OF WEST FLORIDA
    1301 W GOVERNMENT ST
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 96,600
    UNITED WAY OF WEST FLORIDA
    1301 W GOVERNMENT ST
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    UNIVERSITY OF FLORIDA FOUNDATION
    2012 W UNIVERSITY AVENUE
    GAINESVILLE,FL32604
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 5,000
    UNIVERSITY OF WEST FLORIDA FOUNDATION
    11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE GOVERNMENTAL UNIT 50 TAKE STOCK COLLEGIATE PROGRAM 46,398
    UNIVERSITY OF WEST FLORIDA FOUNDATION
    11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A BEST ROBOTICS PROGRAM 10,000
    WALTON EDUCATION FOUNDATION
    145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 10,000
    WALTON EDUCATION FOUNDATION
    145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    WASHINGTON-HOLMES VOCATION TECH CENTER
    757 HOYT STREET
    CHIPLEY,FL32428
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    YOUTH VILLAGE INC
    312 PELHAM ROAD
    FORT WALTON BEACH,FL32547
    NONE PUBLIC CHARITY 509(A ACHIEVE UNIVERSITY PROGRAMS 6,500
    Total .................................bullet 3a 1,432,586
    bApproved for future payment
    ACHIEVE ESCAMBIA
    1000 COLLEGE BOULEVARD SUITE 1100-F
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A ACHIEVE UNIVERSITY PROGRAMS 10,000
    ALIGNMENT BAY COUNTY
    5230 WEST HIGHWAY 98
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 120,000
    BAY EDUCATION FOUNDATION
    1311 BALBOA AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    CATHOLIC CHARITIES OF NORTHWEST FLORIDA
    1815 NORTH 6TH AVENUE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A LITERACY TRAINING AND COMMUNITY SUPPORT 40,000
    CHIPOLA COLLEGE FOUNDATION
    3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    CHIPOLA COLLEGE FOUNDATION
    3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A ENGINEERING TECHNOLOGY PROGRAM 20,000
    CONSORTIUM OF FLORIDA EDUCATION FOUNDATION
    PO BOX 358719
    GAINESVILLE,FL326358719
    NONE PUBLIC CHARITY 509(A NORTHWEST FLORIDA CAREER PATHWAYS PROGRAM 100,000
    EARLY LEARNING COALITION OF ESCAMBIA COUNTY
    3300 NORTH PACE BLVD STE 210
    PENSACOLA,FL32505
    NONE PUBLIC CHARITY 509(A CLASS PROGRAM SUPPORT 120,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION
    30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION
    30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A GEORGE STONE TECH CENTER SCHOLARSHIPS 9,000
    FLORIDA EDUCATION FOUNDATION
    325 WEST GAINES STREET STE 1524
    TALLAHASSEE,FL323990400
    NONE PUBLIC CHARITY 509(A LEADING AND LEARNING FOR IMPACT INITIATIVE 100,000
    FLORIDA PANHANDLE TECHNICAL COLLEGE FOUNDATION
    757 HOYT STREET
    CHIPLEY,FL32428
    NONE PUBLIC CHARITY 509(A WASHINGTON HOMES TECH CENTER SCHOLARSHIPS 9,000
    GULF COAST STATE COLLEGE FOUNDATION
    5230 WEST HIGHWAY 98 STUDENT UNION
    WEST 325
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A THANKS A MILLION VETERANS FUND 60,000
    NORTHWEST FLORIDA STATE COLLEGE FOUNDATION
    100 COLLEGE BOULEVARD
    NICEVILLE,FL32578
    NONE PUBLIC CHARITY 509(A VETERANS SUCCESS CENTER 60,000
    OKALOOSA PUBLIC SCHOOLS FOUNDATION
    120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    OKALOOSA PUBLIC SCHOOLS FOUNDATION
    120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A OKALOOSA TECHNICAL COLLEGE SCHOLARSHIPS 9,000
    PENSACOLA STATE COLLEGE FOUNDATION
    1000 COLLEGE BOULEVARD BUILDING
    17-8998
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A NON-PROFIT CENTER FOR EXCELLENCE AND PHILANTHROPY 60,000
    RONALD MCDONALD HOUSE CHARITIES
    5200 BAYOU BOULEVARD
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A SUPPORT PROGRAMS FOR SICK CHILDREN AND THEIR PARENTS 10,000
    SANTA ROSA COUNTY EDUCATION FOUNDATION
    5086 CANAL STREET
    MILTON,FL32570
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    SANTA ROSA COUNTY SCHOOL DISTRICT
    5086 CANAL STREET
    MILTON,FL32570
    NONE GOVERNMENTAL UNIT 50 LOCKLIN TECHICAL CENTER SCHOLARSHIPS 9,000
    TOM P HANEY EDUCATION FOUNDATION
    3016 HIGHWAY 77
    PANAMA CITY,FL32405
    NONE PUBLIC CHARITY 509(A HANEY TECHNICAL CENTER SCHOLARSHIPS 9,000
    UNIVERSITY OF FLORIDA FOUNDATION
    2012 W UNIVERSITY AVENUE
    GAINESVILLE,FL32604
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 10,000
    UNIVERSITY OF WEST FLORIDA FOUNDATION
    11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE GOVERNMENTAL UNIT 50 TAKE STOCK IN COLLEGIATE PROGRAM 136,186
    UNIVERSITY OF WEST FLORIDA FOUNDATION
    11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE GOVERNMENTAL UNIT 50 BEST ROBOTICS CONSUMABLE KITS 20,000
    WALTON EDUCATION FOUNDATION
    145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A TECH CENTER SCHOLARSHIPS 9,000
    WALTON EDUCATION FOUNDATION
    145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    Total .................................bullet 3b 1,100,186
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 574  
    4 Dividends and interest from securities....     14 88,562  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
    900099 250      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 250 89,136 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    89,386
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    PATHWAY FOR CHANGE INC2050 WEST BLOUNT STREET
    PENSACOLA,FL32501
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 5,000
    ACHIEVE ESCAMBIA1000 COLLEGE BOULEVARD SUITE 1100-F
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A YOUTH COMMUNITY SERVICES 45,000
    ALIGNMENT BAY COUNTY5230 WEST HIGHWAY 98
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A YOUTH COMMUNITY SERVICES 30,000
    AMERICAN RED CROSS OF NORTHWEST FLORIDA9111 STURDEVANT STREET
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A WILDFIRE DISASTER RELIEF 10,000
    AMERICAN RED CROSS OF NORTHWEST FLORIDA9111 STURDEVANT STREET
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    AUTISM PENSACOLA INC1001 NORTH DAVIS HIGHWAY BLDG 1
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A YOUTH SERVICES 5,000
    BAPTIST COLLEGE OF FLORIDA5400 COLLEGE DRIVE
    GRACEVILLE,FL32440
    NONE GOVERNMENTAL UNIT 50 MATCHING GIFT 1,000
    BAY COUNTY AUDUBON SOCIETY728 BLANCHARD DRIVE
    PANAMA CITY BEACH,FL32413
    NONE PUBLIC CHARITY 509(A ENVIRONMENTAL CONSERVATION 2,500
    BAY EDUCATION FOUNDATION1311 BALBOA AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    BAY YOUTH SUMMER WORK FOUNDATIONINCPO BOX 16086
    PANAMA CITY,FL32402
    NONE PUBLIC CHARITY 509(A WORKFORCE DEVELOPMENT 3,000
    BOYS & GIRLS CLUB OF BAY COUNTY INCPO BOX 914
    PANAMA CITY,FL32402
    NONE PUBLIC CHARITY 509(A YOUTH SERVICES 12,500
    BOYS & GIRLS CLUB OF THE EMERALD COAST INC923 DENTON BLVD NORTHWEST
    FORT WALTON BEACH,FL32547
    NONE PUBLIC CHARITY 509(A YOUTH SERVICES 37,500
    BE READY ALLIANCE COORDINATING FOR EMERGENCIES (BRACE)1301 WEST GOVERNMENT STREET
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COMMUNITY DISASTER RELIEF 13,000
    CAPSTONE ADAPTIVE LEARNING & THERAPY CENTERS INC4901 WEST FAIRFIELD DRIVE
    PENSACOLA,FL32506
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES FOR THE DISABLED 5,384
    CATHOLIC CHARITIES OF NORTHWEST FLORIDA11 NORTH B STREET
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COMMUNITY OUTREACH FOR THE IMPOVERISHED 20,000
    CHAIN REACTION1000 COLLEGE BOULEVARD BUILDING 98
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A TEEN OUTREACH AND EDUCATION 5,000
    CHILDREN IN CRISIS1000 LUKES WAY
    FORT WALTON BEACH,FL32547
    NONE PUBLIC CHARITY 509(A SERVICES FOR ABUSED CHILDREN 5,000
    CHIPOLA COLLEGE FOUNDATION3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A EXPANSION OF ENGINEERING PROGRAM 10,000
    CHIPOLA COLLEGE FOUNDATION3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONPO BOX 358719
    GAINESVILLE,FL326358719
    NONE PUBLIC CHARITY 509(A YOUTH EDUCATION 50,000
    EARLY LEARNING COALITION OF ESCAMBIA COUNTY3300 NORTH PACE BLVD STE 210
    PENSACOLA,FL32505
    NONE PUBLIC CHARITY 509(A YOUTH EDUCATION 60,000
    NAVARRE BEACH SEA TURTLE CONSERVATION CENTER8740 GULF BOULEVARD
    NAVARRE,FL32566
    NONE PUBLIC CHARITY 509(A SEA TURTLE CONSERVATION 5,315
    OKALOOSA PUBLIC SCHOOLS FOUNDATION120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    OKALOOSA PUBLIC SCHOOLS FOUNDATION120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHOP 3,000
    ESCAMBIA COUNTY 4-H FOUNDATION INC3740 STEFANI ROAD
    CANTONMENT,FL32533
    NONE PUBLIC CHARITY 509(A YOUTH STEM EDUCATION 4,000
    NORTHWEST FLORIDA STATE COLLEGE FOUNDATION100 COLLEGE BOULEVARD
    NICEVILLE,FL32578
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 30,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 10,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIPS 3,000
    EVERY CHILD A READER ESCAMBIAPO BOX 71
    PENSACOLA,FL32591
    NONE PUBLIC CHARITY 509(A READING PROGRAM FOR CHILDREN 3,800
    FLORIDA STATE UNIVERSITY FOUNDATION4750 COLLEGIATE DRIVE
    PANAMA CITY,FL32405
    NONE GOVERNMENTAL UNIT 50 CAPITAL CAMPAIGN 50,000
    FLORIDA STATE UNIVERSITY FOUNDATION4750 COLLEGIATE DRIVE
    PANAMA CITY,FL32405
    NONE GOVERNMENTAL UNIT 50 ENDOWMENT FUND 5,000
    FOOD4KIDZ INC16610 FRONT BEACH ROAD
    PANAMA CITY BEACH,FL32413
    NONE PUBLIC CHARITY 509(A FOOD PANTRY FOR CHILDREN 10,000
    FRANCIS M WESTON AUDUBON SOCIETYPO BOX 17484
    PENSACOLA,FL32522
    NONE PUBLIC CHARITY 509(A ENVIRONMENTAL CONSERVATION 2,500
    FULLER CENTER DISASTER REBUILDERS701 S MARTIN LUTHER KING JR BLVD
    AMERICUS,GA31719
    NONE PUBLIC CHARITY 509(A DISASTER ASSISTANCE 12,000
    GULF COAST STATE COLLEGE FOUNDATION5230 WEST HIGHWAY 98 STUDENT UNION
    WEST 325
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND FOR VETERANS 30,000
    GULF COAST STATE COLLEGE FOUNDATION5230 WEST HIGHWAY 98 STUDENT UNION
    WEST 325
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 4,000
    INSTITUTE FOR HUMAN & MACHINE COGNITION40 SOUTH ALCANIZ STREET
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A STEM EDUCATION 8,500
    MANNA FOOD PANTRY3030 NORTH E STREET
    PORTSMOUTH,VA23704
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    MERCY CHEFS INC711 WASHINGTON STREET
    BIRMINGHAM,AL35203
    NONE PUBLIC CHARITY 509(A DISASTER RELIEF MEAL PROVIDERS 6,853
    PENSACOLA STATE COLLEGE FOUNDATION1000 COLLEGE BOULEVARD BUILDING 17
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A EDUCATION 30,000
    PENSACOLA UNITED METHODIST COMMUNITY SERVICES INC2600 WEST STRONG STREET
    PENSACOLA,FL32505
    NONE PUBLIC CHARITY 509(A HOMELESS SHELTER AND MEAL SERVICES 4,836
    RONALD MCDONALD HOUSE CHARITIES5200 BAYOU BOULEVARD
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A SUPPORTING PROGRAMS FOR SICK CHILDREN AND THEIR PARENTS 10,000
    SALVATION ARMY OF PENSACOLAPO BOX 17026
    PENSACOLA,FL32522
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    SANTA ROSA COUNTY EDUCATION FOUNDATION5086 CANAL STREET
    MILTON,FL32570
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIP 10,000
    SANTA ROSA COUNTY EDUCATION FOUNDATION5086 CANAL STREET
    MILTON,FL32570
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    STUDER COMMUNITY INSTITUTE121 SOUTH PALAFOX PLACE
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A INFANT/TODDLER DEVELOPMENT 5,000
    TOM P HANEY EDUCATION FOUNDATION3016 HIGHWAY 77
    PANAMA CITY,FL32405
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    TROY UNIVERSITY FOUNDATION301 ADAMS ADMINISTRATION BUILDING
    TROY,AL36082
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 5,000
    UNITED WAY EMERALD COAST112 TUPELO AVENUE SE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A COVID-19 COMMUNITY SUPPORT 125,000
    UNITED WAY EMERALD COAST112 TUPELO AVENUE SE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 14,000
    UNITED WAY OF NORTHWEST FLORIDA602 HARRISON AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A COVID-19 COMMUNITY SUPPORT 125,000
    UNITED WAY OF NORTHWEST FLORIDA602 HARRISON AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 29,400
    UNITED WAY OF WEST FLORIDA1301 W GOVERNMENT ST
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COVID-19 COMMUNITY SUPPORT 250,000
    UNITED WAY OF WEST FLORIDA1301 W GOVERNMENT ST
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 96,600
    UNITED WAY OF WEST FLORIDA1301 W GOVERNMENT ST
    PENSACOLA,FL32502
    NONE PUBLIC CHARITY 509(A HURRICANE SALLY DISASTER RELIEF 25,000
    UNIVERSITY OF FLORIDA FOUNDATION2012 W UNIVERSITY AVENUE
    GAINESVILLE,FL32604
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 5,000
    UNIVERSITY OF WEST FLORIDA FOUNDATION11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE GOVERNMENTAL UNIT 50 TAKE STOCK COLLEGIATE PROGRAM 46,398
    UNIVERSITY OF WEST FLORIDA FOUNDATION11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE PUBLIC CHARITY 509(A BEST ROBOTICS PROGRAM 10,000
    WALTON EDUCATION FOUNDATION145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 10,000
    WALTON EDUCATION FOUNDATION145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    WASHINGTON-HOLMES VOCATION TECH CENTER757 HOYT STREET
    CHIPLEY,FL32428
    NONE PUBLIC CHARITY 509(A GENERAL SCHOLARSHIP 3,000
    YOUTH VILLAGE INC312 PELHAM ROAD
    FORT WALTON BEACH,FL32547
    NONE PUBLIC CHARITY 509(A ACHIEVE UNIVERSITY PROGRAMS 6,500
    Total ...............................bullet 3a 1,432,586
    bApproved for future payment
    ACHIEVE ESCAMBIA1000 COLLEGE BOULEVARD SUITE 1100-F
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A ACHIEVE UNIVERSITY PROGRAMS 10,000
    ALIGNMENT BAY COUNTY5230 WEST HIGHWAY 98
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A COMMUNITY SERVICES 120,000
    BAY EDUCATION FOUNDATION1311 BALBOA AVENUE
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    CATHOLIC CHARITIES OF NORTHWEST FLORIDA1815 NORTH 6TH AVENUE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A LITERACY TRAINING AND COMMUNITY SUPPORT 40,000
    CHIPOLA COLLEGE FOUNDATION3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    CHIPOLA COLLEGE FOUNDATION3094 INDIAN CIRCLE
    MARIANNA,FL32446
    NONE PUBLIC CHARITY 509(A ENGINEERING TECHNOLOGY PROGRAM 20,000
    CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONPO BOX 358719
    GAINESVILLE,FL326358719
    NONE PUBLIC CHARITY 509(A NORTHWEST FLORIDA CAREER PATHWAYS PROGRAM 100,000
    EARLY LEARNING COALITION OF ESCAMBIA COUNTY3300 NORTH PACE BLVD STE 210
    PENSACOLA,FL32505
    NONE PUBLIC CHARITY 509(A CLASS PROGRAM SUPPORT 120,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION30 EAST TEXAR DRIVE
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A GEORGE STONE TECH CENTER SCHOLARSHIPS 9,000
    FLORIDA EDUCATION FOUNDATION325 WEST GAINES STREET STE 1524
    TALLAHASSEE,FL323990400
    NONE PUBLIC CHARITY 509(A LEADING AND LEARNING FOR IMPACT INITIATIVE 100,000
    FLORIDA PANHANDLE TECHNICAL COLLEGE FOUNDATION757 HOYT STREET
    CHIPLEY,FL32428
    NONE PUBLIC CHARITY 509(A WASHINGTON HOMES TECH CENTER SCHOLARSHIPS 9,000
    GULF COAST STATE COLLEGE FOUNDATION5230 WEST HIGHWAY 98 STUDENT UNION
    WEST 325
    PANAMA CITY,FL32401
    NONE PUBLIC CHARITY 509(A THANKS A MILLION VETERANS FUND 60,000
    NORTHWEST FLORIDA STATE COLLEGE FOUNDATION100 COLLEGE BOULEVARD
    NICEVILLE,FL32578
    NONE PUBLIC CHARITY 509(A VETERANS SUCCESS CENTER 60,000
    OKALOOSA PUBLIC SCHOOLS FOUNDATION120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    OKALOOSA PUBLIC SCHOOLS FOUNDATION120 LOWERY PLACE
    FORT WALTON BEACH,FL32548
    NONE PUBLIC CHARITY 509(A OKALOOSA TECHNICAL COLLEGE SCHOLARSHIPS 9,000
    PENSACOLA STATE COLLEGE FOUNDATION1000 COLLEGE BOULEVARD BUILDING
    17-8998
    PENSACOLA,FL32504
    NONE PUBLIC CHARITY 509(A NON-PROFIT CENTER FOR EXCELLENCE AND PHILANTHROPY 60,000
    RONALD MCDONALD HOUSE CHARITIES5200 BAYOU BOULEVARD
    PENSACOLA,FL32503
    NONE PUBLIC CHARITY 509(A SUPPORT PROGRAMS FOR SICK CHILDREN AND THEIR PARENTS 10,000
    SANTA ROSA COUNTY EDUCATION FOUNDATION5086 CANAL STREET
    MILTON,FL32570
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    SANTA ROSA COUNTY SCHOOL DISTRICT5086 CANAL STREET
    MILTON,FL32570
    NONE GOVERNMENTAL UNIT 50 LOCKLIN TECHICAL CENTER SCHOLARSHIPS 9,000
    TOM P HANEY EDUCATION FOUNDATION3016 HIGHWAY 77
    PANAMA CITY,FL32405
    NONE PUBLIC CHARITY 509(A HANEY TECHNICAL CENTER SCHOLARSHIPS 9,000
    UNIVERSITY OF FLORIDA FOUNDATION2012 W UNIVERSITY AVENUE
    GAINESVILLE,FL32604
    NONE PUBLIC CHARITY 509(A ENDOWMENT FUND 10,000
    UNIVERSITY OF WEST FLORIDA FOUNDATION11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE GOVERNMENTAL UNIT 50 TAKE STOCK IN COLLEGIATE PROGRAM 136,186
    UNIVERSITY OF WEST FLORIDA FOUNDATION11000 UNIVERSITY PARKWAY
    PENSACOLA,FL32514
    NONE GOVERNMENTAL UNIT 50 BEST ROBOTICS CONSUMABLE KITS 20,000
    WALTON EDUCATION FOUNDATION145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A TECH CENTER SCHOLARSHIPS 9,000
    WALTON EDUCATION FOUNDATION145 S PARK STREET NORTH
    DEFUNIAK SPRINGS,FL32435
    NONE PUBLIC CHARITY 509(A TAKE STOCK IN CHILDREN SCHOLARSHIPS 30,000
    Total ................................bullet 3b 1,100,186

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GULF POWER FOUNDATIONINC
    EIN:
    59-2817740
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD BOND MARKET INDEX 1,255,868 1,255,868

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GULF POWER FOUNDATIONINC
    EIN:
    59-2817740
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD STOCK MARKET INDEX 2,959,411 2,959,411

    TY 2020 OtherExpensesSchedule
    Name:
    GULF POWER FOUNDATIONINC
    EIN:
    59-2817740
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGES 251 0 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    GULF POWER FOUNDATIONINC
    EIN:
    59-2817740
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 250   250


    TY 2020 OtherIncreasesSchedule
    Name:
    GULF POWER FOUNDATIONINC
    EIN:
    59-2817740
    Description Amount
    UNREALIZED GAINS/LOSSES 594,029


    TY 2020 TaxesSchedule
    Name:
    GULF POWER FOUNDATIONINC
    EIN:
    59-2817740
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 1,280 0 0 0