Foundation for a Healthy St Petersburg Inc — Form 990PF, tax year 2022

View Foundation for a Healthy St Petersburg Inc on 990iQ →
Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
Foundation for a Healthy St Petersburg
Inc
Number and street (or P.O. box number if mail is not delivered to street address)2333 34th Street South
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
St Petersburg, FL33711
A Employer identification number

59-2592846
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$146,521,717J 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) 965,914
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,269,532 3,355,004 3,355,004
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,785,376
b Gross sales price for all assets on line 6a 453,754,574
7 Capital gain net income (from Part IV, line 2)... 19,864,905
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,461 0 17,461
12 Total. Add lines 1 through 11........ 24,038,283 23,219,909 3,372,465
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 706,759 56,541 0 650,218
14 Other employee salaries and wages...... 1,187,051 94,964 0 1,092,087
15 Pension plans, employee benefits....... 286,012 22,881 0 263,131
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
237,151 0 0 237,151
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,916 5,392 0 48,525
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,239,541 407,150 0 1,717,673
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
479,930 60,056 0 0
19 Depreciation (attach schedule) and depletion... 601,130 0 0
20 Occupancy.............. 585,266 53,133 0 532,133
21 Travel, conferences, and meetings....... 76,259 6,491 0 69,768
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,238,280 20,377 0 1,217,902
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,691,295 726,985 0 5,828,588
25 Contributions, gifts, grants paid....... 1,239,059 1,254,367
26 Total expenses and disbursements. Add lines 24 and 25 8,930,354 726,985 0 7,082,955
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,107,929
b Net investment income (if negative, enter -0-) 22,492,924
c Adjusted net income (if negative, enter -0-)... 3,372,465
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 812,767 1,384,004 1,384,004
2 Savings and temporary cash investments......... 5,083,391 2,060,428 2,060,428
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   21,406    
4 Pledges receivable right arrow176,013
Less: allowance for doubtful accounts right arrow   233,935 176,013 176,013
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 262,887 217,260 217,260
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 120,197,746 Click to see attachment
List of Attached Documents:
// Content
89,619,942 		89,619,942
c Investments—corporate bonds (attach schedule)....... 46,457,884 Click to see attachment
List of Attached Documents:
// Content
46,754,415 		46,754,415
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,000 Click to see attachment
List of Attached Documents:
// Content
775,028 		775,028
14 Land, buildings, and equipment: basis right arrow5,212,675
Less: accumulated depreciation (attach schedule) right arrow2,044,937 3,688,649 3,167,738 3,167,738
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,069,570 		Click to see attachment
List of Attached Documents:
// Content
2,366,889 		Click to see attachment
List of Attached Documents:
// Content
2,366,889
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 177,928,235 146,521,717 146,521,717
Liabilities 17 Accounts payable and accrued expenses.......... 295,169 724,487
18 Grants payable................. 849,949 799,441
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
449,525 		Click to see attachment
List of Attached Documents:
// Content
1,674,307
23 Total liabilities (add lines 17 through 22)......... 1,594,643 3,198,235
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 175,225,697 141,299,478
25 Net assets with donor restrictions............ 1,107,895 2,024,004
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 176,333,592 143,323,482
30 Total liabilities and net assets/fund balances (see instructions). 177,928,235 146,521,717
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
176,333,592
2
Enter amount from Part I, line 27a .....................
2
15,107,929
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
191,441,521
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
48,118,039
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
143,323,482
Form 990-PF (2022)
Form 990-PF (2022)
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 Goldman Sachs Capital Gain Distributions P    
b Goldman Sachs 6422   2022-01-01 2022-06-30
c Goldman Sachs 6422   2020-01-01 2022-01-01
d Goldman Sachs 8618   2022-01-01 2022-06-30
e Goldman Sachs 8618   2020-01-01 2022-01-01
Goldman Sachs 0887   2022-01-01 2022-06-30
Goldman Sachs 0887   2020-01-01 2022-01-01
Goldman Sachs 0895   2022-01-01 2022-06-30
Goldman Sachs 0895   2020-01-01 2022-01-01
Goldman Sachs 0903   2022-01-01 2022-06-30
Goldman Sachs 0911   2022-01-01 2022-06-30
Goldman Sachs 0911   2020-01-01 2022-01-01
Goldman Sachs 1232   2022-01-01 2022-06-30
Goldman Sachs 1232   2020-01-01 2022-01-01
Goldman Sachs 1323   2022-01-01 2022-06-30
Goldman Sachs 1323   2020-01-01 2022-01-01
Raymond James 2252   2022-01-01 2022-06-30
Raymond James 2252   2020-01-01 2022-01-01
(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       13,116
b 6,948,763   7,126,384 -177,621
c 45,626,706   43,938,502 1,688,204
d 207,045,035   212,378,469 -5,333,434
e 3,767,538   3,651,158 116,380
1,938,759   2,278,645 -339,886
6,669,859   5,381,460 1,288,399
14,844,449   16,994,853 -2,150,404
13,628,207   11,546,101 2,082,106
100,753   117,360 -16,607
68,408,409   77,784,610 -9,376,201
60,597,352   30,713,537 29,883,815
7,055,568   7,679,018 -623,450
5,290,434   3,399,222 1,891,212
6,285,629   7,435,048 -1,149,419
5,429,752   3,352,795 2,076,957
79,245   83,982 -4,737
38,116   41,641 -3,525
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       13,116
b       -177,621
c       1,688,204
d       -5,333,434
e       116,380
      -339,886
      1,288,399
      -2,150,404
      2,082,106
      -16,607
      -9,376,201
      29,883,815
      -623,450
      1,891,212
      -1,149,419
      2,076,957
      -4,737
      -3,525
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 19,864,905
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 -19,171,759
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 312,652
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 312,652
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- ..... 5 312,652
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 525,000
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.............. 7 525,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 212,348
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow212,348 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowwww.healthystpete.foundation
14
The books are in care ofright arrowCarol Martin Brown Telephone no.right arrow (727) 865-4650

Located atright arrow2333 34th Street SouthSt PetersburgFL ZIP+4right arrow33711
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Randall H Russell President/CEO
50.00 		242,543 21,625 0
2333 34th Street South
St Petersburg,FL33711
Carl Lavender VP and Interim Co-CEO
50.00 		234,650 14,520 0
2333 34th Street South
St Petersburg,FL33711
Carol Martin Brown Chief Financial and Admin. Officer
50.00 		229,566 28,684 0
2333 34th Street South
St Petersburg,FL33711
Michele Alexandre Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Stacy Conroy Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Marianne F Edmonds Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Michael C Funsch Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Sharon Gardner Treasurer
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Rev Kenneth F Irby Vice Chair
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Emery M Ivery Secretary
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Katurah Jenkins-Hall PhD Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Kelly M Kirschner Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Donna J Petersen Sc D MHS Chair
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Kevin Sneed FNAP FNAPHA Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Lorna L Taylor Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Nichelle Threadgill MD Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
Julie Rocco Director of Grants M
40.00 		126,252 22,460 0
2333 34th Street South
St Petersburg,FL33711
Belinda Childs Controller
40.00 		119,049 15,262 0
2333 34th Street South
St Petersburg,FL33711
Caroline Hepburn Senior Director of E
40.00 		100,089 771 0
2333 34th Street South
St Petersburg,FL33711
Kyandra Darling Innovation Officer
40.00 		79,035 20,386 0
2333 34th Street South
St Petersburg,FL33711
Kewa Wright Senior Administrator
40.00 		85,416 13,398 0
2333 34th Street South
St Petersburg,FL33711
Total number of other employees paid over $50,000...................right arrow 8
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
St Petian Collaborative Inc Consulting Services 273,165
441 33rd Street North 1114
St Petersburg,FL33713
R Edward Wilhoite Jr Consulting and Advisory Services 259,220
PO Box 5989
Maryville,TN37802
Trenam Law Legal Services 228,892
PO Box 1102
Tampa,FL336011102
Nixon & Co Consulting Group LLC Consulting Services 149,700
1208 N Caldwell Street
Charlotte,NC28206
Roundhouse Creative Inc Communications Services 149,137
PO Box 15938
St Petersburg,FL33733
Total number of others receiving over $50,000 for professional services.............right arrow13
Part VIII-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 Influence Systems Change - See statement 19 1,548,201
2 Advancing Community Wealth to Health - See statement 19 1,286,689
3 Equity Movement Building - See statement 19 1,056,005
4  
Part VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
144,326,319
b
Average of monthly cash balances.......................
1b
4,758,836
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
149,085,155
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
152,570
3
Subtract line 2 from line 1d.........................
3
148,932,585
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,233,989
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
146,698,596
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,334,930
Part X
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 IX, line 6..................
1
7,334,930
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
312,652
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
312,652
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,022,278
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,022,278
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 XII, line 1 ...
7
7,022,278
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
7,082,955
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
82,426
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 XII, line 4. .......
4
7,165,381
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 7,022,278
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 6,601,439
b From 2018...... 1,162,467
c From 2019...... 7,324,075
d From 2020...... 3,800,276
e From 2021...... 1,030,078
f Total of lines 3a through e ........ 19,918,335
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 7,165,381
a Applied to 2021, 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 2022 distributable amount..... 7,022,278
e Remaining amount distributed out of corpus 143,103
5 Excess distributions carryover applied to 2022. 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 20,061,438
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		6,601,439
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		13,459,999
10 Analysis of line 9:
a Excess from 2018.... 1,162,467
b Excess from 2019.... 7,324,075
c Excess from 2020.... 3,800,276
d Excess from 2021.... 1,030,078
e Excess from 2022.... 143,103
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Foundation for a Healthy St Petersb
2333 34th Street South
St Peterburg,FL33711
(727) 865-4650
info@healthystpete.foundation
bThe form in which applications should be submitted and information and materials they should include:
In 2022, the Foundation distributed grant funds on an ongoing basis through a process of continuous engagement with community stakeholders. Proposals from nonprofits, governmental agencies, and other qualifying organizations that aligned with the Foundation's mission and strategy were submitted via an invitation. This process, known as the Equity Thinker, was used throughout 2022. In 2023, the Foundation is using a Request for Proposal (RFP) process whereby grants will be accepted within a specified timeframe and completed by applicants using an online grants portal. The portal may be found at https://healthystpete.foundation/. A limited number of grant awards may be issued during the year outside of the Foundation's RFP process.
cAny submission deadlines:
In 2022, rolling submissions throughout the year. In 2023, deadline varies according to grant type.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
All grants must align with the Foundation's mission to achieve health equity via racial equity. More information regarding our mission may be found at https://healthystpete.foundation/.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

African American Heritage Association Inc of St Petersburg FL

2240 Ninth Avenue South
St Petersburg,FL33712 		  501(c)3 Private Nono To accelerate racial equity by increasing awareness of how structural racism continues to influence contemporary discussions and decisions regarding equity and imposes unique, substantial stressors on the daily lives of Black people. 40,508

Alianza Center

10524 Moss Park Rd
Orlando,FL32832 		  501(c)3 Public Chari To support COVID-19 Delta Surge disease mitigation efforts to connect LatinX residents in low-vaccinated zip codes throughout Pinellas County with access to COVID-19 awareness and vaccines. 2,000

Bay Area Chamber Foundation

100 2nd Avenue N
St Petersburg,FL33701 		  501(c)3 Public Chari To accelerate racial equity by increasing access and opportunity for BIPOC individuals to participate in Leadership St. Pete and to support ongoing leadership development activities. 10,000

Community Foundation of Tampa Bay Inc

4300 W Cypress Street Suite 700
Tampa,FL33607 		  501(c)3 Public Chari To influence systems change by creating equitable digital access to all residents in St. Petersburg and broader Pinellas County via Digital Inclusion St. Petersburg. 67,500

Community Health Centers of Pinellas Inc DBA Evara Health

14100 58th St N
Clearwater,FL337609900 		  501(c)3 Public Chari To support COVID-19 disease mitigation by organizing faith leaders to leverage impactful messaging to encourage COVID vaccinations in BIPOC communities. 2,500

Community Resources and Solutions

PO Box 10366
St Petersburg,FL33733 		  501(c)3 Public Chari To accelerate racial equity via the provision of supportive capacity with an emphasis on Black future and celebration. 5,000

Council on Foundations

1255 23rd St NW Suite 200
Washington DC,DC20037 		  501(c)3 Public Chari General operating support for the Council on Foundations to enhance philanthropic practices nationwide. 10,000

Dr Carter G Woodson African American Museum Inc

2240 9th Ave S
St Petersburg,FL33712 		  501(c)3 Public Chari To support fund development capacity for the creation of a newly constructed African American History Museum. 47,500

Dr Carter G Woodson African American Museum Inc

2240 9th Ave S
St Petersburg,FL33712 		  501(c)3 Public Chari Return of unused grant funds used to accelerate racial equity by supporting local civic engagement efforts focused on historically marginalized and hard to reach populations. -21,175

Florida Department of Health in Pinellas County

205 Dr Martin Luther King Jr Street
North
St Petersburg,FL33701 		  Government: State To influence systems change by supporting a "health in all policies" approach by partnering with local municipalities to bring health and equity considerations into the development/ implementation of all policies, programs, and services 106,969

Grantmakers for Effective Organizations

1310 L Street NW Suite 650
Washington,DC20005 		  501(c)3 Public Chari To influence systems change by providing general operating support focused on building a strong and sustainable organizational infrastructure that will enable the organization to yield the greatest impact. 2,090

Grantmakers in Health

1100 Connecticut Avenue NW Suite
1100
Washington DC,DC20036 		  501(c)3 Public Chari To influence systems change by providing general operating support focused on building a strong and sustainable organizational infrastructure that will enable the organization to yield the greatest impact. 13,500

Grantmakers in Health

1100 Connecticut Avenue NW Suite
1100
Washington DC,DC20036 		  501(c)3 Public Chari To provide general operating support for the provision of capacity building and expanded learning within the field of philanthrophy. 25,000

Hispanic Chamber of Commerce Pinellas County

136 4th St N
St Petersburg,FL33701 		  501(c)3 Public Chari To accelerate racial equity through the provision of supportive capacity for the Hispanic Chamber of Commerce of Pinellas County. 7,500

Homeless Leadership Alliance of Pinellas Inc

647 1st Avenue North 2nd Floor
St Petersburg,FL33701 		  501(c)3 Public Chari To influence systems change by piloting an assessment and service delivery system for diversion interventions that begins prior to a system entry point for homelessness for families with minor children. 5,000

In Touch With Communities Around the World Inc DBA Arts Conservatory for

8626 Miramar Terrace Circle
Tampa,FL33637 		  501(c)3 Public Chari To accelerate racial equity via support for the creation of an affinity space for Black males to converse, convene, and celebrate. 28,500

League of Women Voters of the St Petersburg Area Inc

2335 22nd Ave S Suite 5
St Petersburg,FL33712 		  501(c)4 Civic League To accelerate racial equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. 23,750

League of Women Voters of the St Petersburg Area Inc

2335 22nd Ave S Suite 5
St Petersburg,FL33712 		  501(c)4 Civic League Return of unused grant funds used to collectively plan, engage, empower, and increase the knowledge of residents in order to move them into action towards community change. -8,406

Mount Zion Human Services Inc

945 20th Street
St Petersburg,FL33712 		  501(c)3 Public Chari To advance community wealth to health by serving community entrepreneurs and organizations to access COVID relief & resiliency funding, build resiliency capacity, and strengthen business development programs. 160,625

New Visions of the Well

833 22nd Street South Suite B
St Petersburg,FL33712 		  501(c)3 Public Chari To influence systems change via planning a Trauma Recovery Center and Healing Justice space focused on Black, Indigenous, and Persons of Color affected by trauma, crime, and violence and training practitioners who serve them. 71,250

Philanthropy Southeast (previously Southeastern Council of Foundations)

100 Peachtree Street Suite 2080
Atlanta,GA30303 		  501(c)3 Public Chari To provide general operating support for the advancement of philanthropy in the Southeastern United States. 10,290

Pinellas County Urban League Inc

333 31st Street North
St Petersburg,FL33713 		  501(c)3 Public Chari To increase organizational capacity via the provision of general operating support to build a strong and sustainable organizational infrastructure. 47,500

Pinellas County Urban League Inc

333 31st Street North
St Petersburg,FL33713 		  501(c)3 Public Chari To accelerate racial equity by bringing the lynching memorial to St. Petersburg, installing it on land donated by the City of St. Pete 960

Pinellas County Urban League Inc

333 31st Street North
St Petersburg,FL33713 		  501(c)3 Public Chari To support COVID-19 disease mitigatin by strategically investing in support for the COVID Vaccine and Flu Vaccination Community Outreach Project. 2,500

Pinellas Education Foundation

12090 Starkey Road
Largo,FL33773 		  501(c)3 Public Chari To accelerate racial equity via the provision of support to the Youth Farm Project at Enoch Davis and their efforts to create youth leaders, community connections, and access to healthy foods. 2,250

Pinellas Education Foundation

12090 Starkey Road
Largo,FL33773 		  501(c)3 Public Chari To influence systems change by supporting equity in education via greater awareness of inequities among student groups; improvements in organizational structure that values diversity; and increased programming that closes achievement gaps. 5,000

Pinellas Education Foundation

12090 Starkey Road
Largo,FL33773 		  501(c)3 Public Chari To influence systems change by advancing equity in education via a focus on deepening understanding, developing organizational capacity, and creating an equity plan to contribute towards systemic growth. 131,250

Pinellas Education Foundation

12090 Starkey Road
Largo,FL33773 		  501(c)3 Public Chari To influence systems change a strategic partnership to further equitable educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action. 48,650

Pinellas Ex-Offender Re-Entry Coalition Inc

1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To influence systems change via exploration of a syringe exchange model for Pinellas County. 25,000

Pinellas Opportunity Council Inc

501 1st Avenue N Suite 517
St Petersburg,FL33701 		  501(c)3 Public Chari To accelerate racial equity by building the capacity of faith-based human services organization to meet the unique needs of BIPOC individuals accessing community services. 163,875

St Petersburg Innovation District Inc

450 8th Ave SE
St Petersburg,FL33701 		  501(c)6 Business Lea To advance community wealth to health by supporting digital inclusion efforts creating equitable access to broadband services and technology in St. Petersburg. 2,500

Stetson University Inc

1401 61st Street South
Gulfport,FL33707 		  501(c)3 Public Chari To accelerate racial equity via civic awareness and engagement of BIPOC youth. 25,014

Suncoast Center Inc

PO Box 10970
St Petersburg,FL33711 		  501(c)3 Public Chari To influence systems change by supporting efforts to create equitable access to a coordinated behavioral health system that provides optimal services and supports provided by the Wellness Connection collaborative. 3,750

Supportive Equity Connections of Tampa Bay

1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To accelerate racial equity through the provision of supports needed to gain equitable access to resources and increase organizational capacity. 47,500

Supportive Equity Connections of Tampa Bay

1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To accelerate systems change via capacity building for BIPOC businesses. 23,750

Tampa Bay Network to End Hunger Inc

4532 W Kennedy Blvd Suite 252
Tampa,FL33609 		  501(c)3 Public Chari To influence systems change by supporting St Pete Food Policy Council in their efforts to create an equitable community-based food system. 10,000

University of South Florida Research Foundation Inc

3802 Spectrum Blvd Suite 100
Tampa,FL33612 		  501(c)3 Public Chari To influence systems change by enhanciing capacity of organizations serving infants and families in Pinellas County to become centered in race based trauma and increasing the number of and support for practitioners that are people of color. 58,072

University of South Florida Research Foundation Inc

3802 Spectrum Blvd Suite 100
Tampa,FL33612 		  501(c)3 Public Chari To accelerate racial equity by evaluating Community Assistance and Life Liaison which provides a therapeutic, wrap-around response to emergency calls to SPPD with the goal of reducing police involvement with non-violent, non-criminal calls. 38,745

University of South Florida Research Foundation Inc

3802 Spectrum Blvd Suite 100
Tampa,FL33612 		  501(c)3 Public Chari To accelerate racial equity by deepening the community's understanding of climate and environmental justice and work to create a community action plan to address environmental inequities impacting population health. 5,000

We Care LF Inc

204 Pompano Drive SE Unit B
St Petersburg,FL33705 		  501(c)3 Public Chari To support COVID-19 disease mitigation through the hiring of nursing staff to support Pinellas Department of Health in COVID-19 vaccination efforts for low vaccinate zip codes in Pinellas County. 800

We Care LF Inc

204 Pompano Drive SE Unit B
St Petersburg,FL33705 		  501(c)3 Public Chari To support COVID-19 disease mitigation via the creation of a partnership between WE Care LF and Pinellas Department of Health in support of deploying nurses in BIPOC communities throughout Pinellas County reporting a low vaccine rate. 600

We Care LF Inc

204 Pompano Drive SE Unit B
St Petersburg,FL33705 		  501(c)3 Public Chari To support COVID-19 disease mitigation via hiring of nursing staff to support Pinellas Department of Health in COVID-19 vaccination efforts for low vaccinated zip codes in Pinellas County. 700

We Care LF Inc

204 Pompano Drive SE Unit B
St Petersburg,FL33705 		  501(c)3 Public Chari To support COVID-19 disease mitigation via hiring of nursing staff to support Pinellas Department of Health in COVID-19 vaccination efforts for low vaccinated zip codes in Pinellas County. 1,050
Total .................................right arrow 3a 1,254,367
bApproved for future payment

Bay Area Legal Services Inc
4948 Central Avenue
St Petersburg,FL33707 		  501(c)3 Public Chari To influence systems change by measuring and addressing pandemic impact on marginalized communities in regards to accessing legal services. 80,000

Community Foundation of Tampa Bay Inc
4300 W Cypress Street Suite 700
Tampa,FL33607 		  501(c)3 Public Chari To create equitable digital access to all residents in St. Petersburg and broader Pinellas County via Digital Inclusion St. Petersburg. 82,500

Dr Carter G Woodson African American Museum Inc
2240 9th Ave S
St Petersburg,FL33712 		  501(c)3 Public Chari To support fund development capacity for the creation of a newly constructed African American History Museum. 52,500

Florida Philanthropic Network
12157 W Linebaugh Ave Suite 384
Tampa,FL33626 		  501(c)3 Public Chari To influence systems change via the provision of general operating support to enhance philanthropic practices in the local region. 25,000

New Visions of the Well
833 22nd Street South Suite B
St Petersburg,FL33712 		  501(c)3 Public Chari To influence systems change via planning a Trauma Recovery Center and Healing Justice space focused on Black, Indigenous, and Persons of Color affected by trauma, crime, and violence and training practitioners who serve them. 3,750

Pinellas Community Foundation
17755 US Hwy 19 N Ste 150
Clearwater,FL33764 		  501(c)3 Public Chari To increase organizational capacity through general operating support. 10,000

Pinellas Opportunity Council Inc
501 1st Avenue N Suite 517
St Petersburg,FL33701 		  501(c)3 Public Chari To influence systems change by creating and supporting a local Black male affinity group. 50,000

Stetson University Inc
1401 61st Street South
Gulfport,FL33707 		  501(c)3 Public Chari To accelerate racial equity via civic awareness and engagement of BIPOC youth. 1,316

Suncoast Center Inc
PO Box 10970
St Petersburg,FL33711 		  501(c)3 Public Chari To address mental health and wellness via a collective impact model and ongoing countywide collaboration among service providers. 58,250

Supportive Equity Connections of Tampa Bay
1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To increase the capacity of grassroots organizations to secure American Rescue Plan Act funding issued in St. Pete and Pinellas County. 2,500

Supportive Equity Connections of Tampa Bay
1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To accelerate systems change via capacity building for BIPOC businesses. 26,250

The Henry J Kaiser Family Foundation
185 Berry St 2000
San Francisco,CA941071704 		  501(c)3 Public Chari To support equity in journalism via a partnership between KFF and Tampa Bay Times. 150,000

Times Publishing Company
490 1st Ave S
St Petersburg,FL33701 		  Business: For Profit To accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism. 76,250

University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100
Tampa,FL33612 		  501(c)3 Public Chari To address mental health and well being for BIPOC via race equity evaluation of the Community Assistance and Life Liaison (CALL). 50,000

Your Real Stories Inc
4465 Trout Dr SE
St Petersburg,FL33705 		  501(c)3 Public Chari To address mental health and wellness for BIPOC and Economic Equity and Justice by supporting the artistic expression of needs and opportunities. 100,000
Total ................................. right arrow 3b 768,316
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 3,269,532  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 19,851,789  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aInterest on Federal Tax Refund 		    01 13,859  
bOther Revenue     01 3,602  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 23,138,782 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
23,138,782
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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)
Yes
 
(6) Performance of services or membership or fundraising solicitations................
1b(6)
Yes
 
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
1b(5) 200,000 Tampa Bay Black Business Investment Corporation Race Equity Loan Fund Funding - $200,000
1b(6) 85,000 Tampa Bay Black Business Investment Corporation Racial Equity Loan Fund administration services - $85,000
1b(6) 35,000 St Petersburg Innovation District Membership fee - $35,000
1b(6) 3,000 St Petersburg Downtown Partnership Membership fee - $3,000
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
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 Firm's EIN SmallBullet
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Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 53,916 5,392 0 48,525

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TY 2022 ExpenditureResponsibilityStmt
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
League of Women Voters of the St Petersburg Area Inc
  		2335 22nd Ave S Suite 5
St Petersburg,FL33712 		2021-12-20 50,000 To accelerate race equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. 23,750 To the knowledge of the grantor, there have been no diversions 06/16/22 2022-06-16 Dollars have been used for a charitable purpose as intended in the grant agreement.
St Petersburg Innovation District Inc
  		140 7th Avenue South
St Petersburg,FL337015016 		2021-07-06 25,000 To advance community wealth to health by supporting digital inclusion efforts creating equitable access to broadband services and technology in St. Petersburg. 2,500 To the knowledge of the grantor, there have been no diversions 03/03/23 2023-03-03 Dollars have been used for a charitable purpose as intended in the grant agreement.

TY 2022 GeneralExplanationAttachment
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Identifier Return Reference Explanation
Compensation Paid to a Disqualified Person Part VII-B Line 1a(4) Foundation for a Healthy St. Peterburg paid reasonable compensation to the following individuals for their service to the organization:- Randall H. Russell, President & CEO - Carol Martin Brown, VP and Interim Co-CEO- Carl Lavender, VP and Interim Co-CEO
Summary of Direct Charitable Activities Part VIII-A 1 Influence Systems Change $1,548,201The Foundation seeks to identify and change elements of multisector systems that result in discriminatory outcomes, and actively works to influence social policy through data, analysis, and solutions. Those solutions require advocacy efforts to inform and engage those systems leaders who can change policies impacting race equity. In order to thoroughly support the policy analysis, the Foundation includes research and data collection, evaluation, public education, and other initiatives to influence policies in pursuit of the Organization's mission. The costs of operating the Center for Health Equity are allocated to Influence Systems Change.2 - Advancing Community Wealth to Health $1,286,689The Foundation adopts a theory of change in which the advancement of community wealth leads to advancements in community health. The Foundation defines community wealth comprehensively, including financial wealth, opportunity, and resilience, all of which are required to counteract decades of racist systems. During 2022, the Foundation advanced its initiative to convene anchor institutions around issues of racial equity in wealth and health, invested in a community listening initiative to identify areas of greatest need in the South St. Petersburg Community Redevelopment Area, and awarded grants in support of economic development for BIPOC businesses, non-profits, and communities.3 Equity Movement Building $1,056,005The Foundation accelerates social change to advance health equity through race equity. Moving along the continuum from awareness of inequity to action in the fulfilment of a social change mission involves a multi-faceted, multi-sector approach to community engagement. This includes education and awareness building with multi-platform messaging, gauging community needs through convenings, and cultivating opportunities for deeper engagement in race equity.

TY 2022 InvestmentsCorpBondsSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Name of Bond End of Year Book Value End of Year Fair Market Value
Ishares Short-term Corporate Bond 19,206,706 19,206,706
TIAA-CREF Core Impact Bond Fund 12,788,967 12,788,967
Eaton Vance Income Fund of Boston 7,363,174 7,363,174
Federated Hermes High Yield Bond Fund 7,326,625 7,326,625
TCW Met West Unconstrained Bond Fund 38,679 38,679
Pacifice Funds Floating Rate Income Fund 30,264 30,264

TY 2022 InvestmentsCorpStockSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Name of Stock End of Year Book Value End of Year Fair Market Value
Aperio: Custom (S&P 500) 52,450,513 52,450,513
Aperio: Custom (MSCI EAFE) 11,306,167 11,306,167
FTSE Developed All Cap EX US Index Fund (Vanguard) 5,622,931 5,622,931
William Blair: Non-US Equity (SMA) 5,609,626 5,609,626
Nuveen: Small Cap Value 4,831,265 4,831,265
Granite: Small/Mid Cap Core 4,740,386 4,740,386
RBC Emerging Markets Equity Fund 2,837,947 2,837,947
Fidelity Large Cap Value Index Fund 2,221,107 2,221,107

TY 2022 InvestmentsOtherSchedule2
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Private Credit Managers IV Offshore LP FMV 445,103 445,103
Vintage IX B Offshore SCSP FMV 190,000 190,000
Certificate of Deposit AT COST 100,000 100,000
Black Equity Opportunities Offshore SCSP FMV 39,925 39,925

TY 2022 LegalFeesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 237,151 0 0 237,151


TY 2022 OtherAssetsSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Right to Use Asset - Operating Lease 0 1,365,035 1,365,035
Recoverable Grant Receivable - Loan Funds 600,000 682,975 682,975
Income Tax Refunds and Credits Receivable (net) 344,811 200,000 200,000
Investment in Spark Plug 100,000 100,000 100,000
Security Deposit 18,077 18,077 18,077
Other Receivable 6,682 802 802


TY 2022 OtherDecreasesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Amount
Unrealized Loss on Investments 48,116,040
Other Adjustment 1,999


TY 2022 OtherExpensesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Marketing and Communications 479,930 331 0 479,599
Direct Community Investment 296,894 0 0 296,894
Technology 251,499 8,841 0 242,658
Other Administrative Expenses 106,995 6,903 0 100,092
Office Operations 58,253 4,302 0 53,950
Expenses from Discontinued Operations 27,896 0 0 27,896
Evaluation 16,813 0 0 16,813


TY 2022 OtherIncomeSchedule2
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Interest on Federal Tax Refund 13,859   13,859
Other Revenue 3,602   3,602


TY 2022 OtherLiabilitiesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Beginning of Year - Book Value End of Year - Book Value
Lease Liability 0 1,521,737
Professional/General Claims 202,987 152,570
Deferred Rent 163,435 0
Accrued Retirement 83,103 0


TY 2022 OtherProfessionalFeesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other Professional Fees 1,746,174 29,774 0 1,717,673
Investment Management 493,367 376,102 0 0
Investment Expenses - Sparkplug Portfolio Investments 0 1,274 0 0


TY 2022 TaxesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 331,106 0 0 0
Federal Income Tax 148,824 0 0 0
Foreign Taxes from Investments 0 60,056 0 0