Foundation for a Healthy St Petersburg Inc — Form 990PF, tax year 2023

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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$161,224,435J 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) 1,022,686
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,959,875 4,034,098 4,034,098
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,904
b Gross sales price for all assets on line 6a 40,350,842
7 Capital gain net income (from Part IV, line 2)... 45,305
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
7,402 0 7,402
12 Total. Add lines 1 through 11........ 5,017,867 4,079,403 4,041,500
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 528,986 52,899 0 476,087
14 Other employee salaries and wages...... 1,640,855 164,085 0 1,476,769
15 Pension plans, employee benefits....... 468,552 46,855 0 421,697
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
124,906 0 0 124,906
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,255 4,625 0 41,630
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,552,355 619,080 0 952,178
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,311 68,207 0 0
19 Depreciation (attach schedule) and depletion... 622,976 0 0
20 Occupancy.............. 606,933 60,693 0 546,240
21 Travel, conferences, and meetings....... 63,007 6,301 0 56,706
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,194,138 35,484 0 1,158,656
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,882,274 1,058,229 0 5,254,869
25 Contributions, gifts, grants paid....... 3,328,460 1,028,026
26 Total expenses and disbursements. Add lines 24 and 25 10,210,734 1,058,229 0 6,282,895
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,192,867
b Net investment income (if negative, enter -0-) 3,021,174
c Adjusted net income (if negative, enter -0-)... 4,041,500
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,384,004 1,075,052 1,075,052
2 Savings and temporary cash investments......... 2,060,428 2,788,177 2,788,177
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow179,782
Less: allowance for doubtful accounts right arrow   176,013 179,782 179,782
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.......... 217,260 247,323 247,323
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 89,619,942 Click to see attachment
List of Attached Documents:
// Content
98,967,121 		98,967,121
c Investments—corporate bonds (attach schedule)....... 46,754,415 Click to see attachment
List of Attached Documents:
// Content
50,141,658 		50,141,658
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).......... 775,028 Click to see attachment
List of Attached Documents:
// Content
3,009,241 		3,009,241
14 Land, buildings, and equipment: basis right arrow5,346,256
Less: accumulated depreciation (attach schedule) right arrow2,664,519 3,167,738 2,681,737 2,681,737
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,366,889 		Click to see attachment
List of Attached Documents:
// Content
2,134,344 		Click to see attachment
List of Attached Documents:
// Content
2,134,344
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 146,521,717 161,224,435 161,224,435
Liabilities 17 Accounts payable and accrued expenses.......... 724,487 429,817
18 Grants payable................. 799,441 2,859,875
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
1,674,307 		Click to see attachment
List of Attached Documents:
// Content
1,453,487
23 Total liabilities (add lines 17 through 22)......... 3,198,235 4,743,179
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........... 141,299,478 155,078,206
25 Net assets with donor restrictions............ 2,024,004 1,403,050
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)..... 143,323,482 156,481,256
30 Total liabilities and net assets/fund balances (see instructions). 146,521,717 161,224,435
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
143,323,482
2
Enter amount from Part I, line 27a .....................
2
-5,192,867
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,350,641
4
Add lines 1, 2, and 3 ..........................
4
156,481,256
5
Decreases not included in line 2 (itemize) right arrow
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
156,481,256
Form 990-PF (2023)
Form 990-PF (2023)
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 8618 P 2023-01-01 2023-06-30
c Goldman Sachs 8618 P 2021-01-01 2023-01-01
d Goldman Sachs 0887 P 2023-01-01 2023-06-30
e Goldman Sachs 0887 P 2021-01-01 2023-01-01
Goldman Sachs 0895 P 2023-01-01 2023-06-30
Goldman Sachs 0895 P 2021-01-01 2023-01-01
Goldman Sachs 1232 P 2023-01-01 2023-06-30
Goldman Sachs 1232 P 2021-01-01 2023-01-01
Goldman Sachs 1323 P 2023-01-01 2023-06-30
Goldman Sachs 1323 P 2021-01-01 2023-01-01
Goldman Sachs 0911 P 2023-01-01 2023-06-30
Goldman Sachs 0911 P 2021-01-01 2023-01-01
(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       10,421
b 1,667,841   1,690,803 -22,962
c 2,733,511   2,647,790 85,721
d 917,957   996,096 -78,139
e 1,519,649   1,822,337 -302,688
4,109,843   3,903,709 206,134
574,502   543,557 30,945
1,254,617   1,233,794 20,823
689,743   608,582 81,161
2,242,468   2,383,708 -141,240
1,243,923   976,722 267,201
16,422,920   16,611,440 -188,520
6,973,868   6,897,420 76,448
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       10,421
b       -22,962
c       85,721
d       -78,139
e       -302,688
      206,134
      30,945
      20,823
      81,161
      -141,240
      267,201
      -188,520
      76,448
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 45,305
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 -203,904
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 41,994
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 41,994
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 41,994
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 208,486
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.............. 7 208,486
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 10 166,492
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow166,492 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 arrowRicky Howell 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Bridgette P Heller Secretary - Beg. 7/1/23
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Shameka Jones Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Joe Lugo Trustee
1.00 		0 0 0
2333 34th Street South
St Petersburg,FL33711
Dr Kanika Tomalin President/CEO
50.00 		146,833 10,417 0
2333 34th Street South
St Petersburg,FL33711
Carl Lavender VP and Interim Co-CEO
50.00 		150,953 10,046 0
2333 34th Street South
St Petersburg,FL33711
Carol Martin Brown Chief Financial and Admin. Officer
50.00 		231,200 29,267 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 - End 6/30/23
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
Marcus Brooks Exec Director Ctr fo
40.00 		152,999 15,930 0
2333 34th Street South
St Petersburg,FL33711
Julie Rocco Director of Grants M
40.00 		134,015 18,197 0
2333 34th Street South
St Petersburg,FL33711
Belinda Childs Controller
40.00 		120,909 15,765 0
2333 34th Street South
St Petersburg,FL33711
Lisa Brody Chief Strategy Offic
40.00 		120,237 13,278 0
2333 34th Street South
St Petersburg,FL33711
Lisa Yacso Administration and O
40.00 		118,958 11,309 0
2333 34th Street South
St Petersburg,FL33711
Total number of other employees paid over $50,000...................right arrow 10
Form 990-PF (2023)
Form 990-PF (2023)
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
Roundhouse Creative Inc Communications Services 171,506
PO Box 15938
St Petersburg,FL33733
The BIG Security Group LLC Security Services 135,222
4905 - 34th Street South178
St Petersburg,FL33711
TuckerHall Inc Communications Services 132,465
1308 E 7th Avenue
Tampa,FL33605
Trenam Law Legal Services 129,726
PO Box 1102
Tampa,FL336011102
Cvent Inc Consulting and Software Services 120,025
1765 Greensboro Station Place
Tysons Corner,VA22102
Total number of others receiving over $50,000 for professional services.............right arrow12
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 Center for Health Equity - See statement 17 2,122,300
2 Strategic Initiatives - See statement 17 1,058,703
3 Grants Management - See statement 17 834,574
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 (2023)
Form 990-PF (2023)
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
144,234,877
b
Average of monthly cash balances.......................
1b
3,201,440
c
Fair market value of all other assets (see instructions)................
1c
91,058
d
Total (add lines 1a, b, and c).........................
1d
147,527,375
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
147,650
3
Subtract line 2 from line 1d.........................
3
147,379,725
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,210,696
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
145,169,029
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,258,451
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
7,258,451
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
41,994
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,994
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,216,457
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,216,457
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
7,216,457
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
6,282,895
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
 
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
6,282,895
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 7,216,457
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,162,467
b From 2019...... 7,324,075
c From 2020...... 3,800,276
d From 2021...... 1,030,078
e From 2022...... 143,103
f Total of lines 3a through e ........ 13,459,999
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,282,895
a Applied to 2022, 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 2023 distributable amount..... 6,282,895
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 933,562 933,562
(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 12,526,437
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		228,905
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		12,297,532
10 Analysis of line 9:
a Excess from 2019.... 7,324,075
b Excess from 2020.... 3,800,276
c Excess from 2021.... 1,030,078
d Excess from 2022.... 143,103
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 2023, the Foundation used a Request for Proposal (RFP) process whereby grant applications were 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. In 2024, the Foundation continued to use a Request for Proposal (RFP) process whereby grant applications will be accepted within a specified timeframe and completed by applicants using an online grants portal. Similar to 2023, a limited number of grant awards may be issued during the year outside of the Foundation's RFP process.
cAny submission deadlines:
In 2023 and 2024, deadlines vary 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 the advancement of racial equity to achieve racially equitable health outcomes. More information regarding our mission may be found at https://healthystpete.foundation/.
Form 990-PF (2023)
Form 990-PF (2023)
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

Advantage Village Academy Inc

833 22nd Street South
St Petersburg,FL33712 		  501(c)3 Public Chari General operating support 15,000

Bay Area Legal Services Inc

4948 Central Avenue
St Petersburg,FL33707 		  501(c)3 Public Chari Measuring and addressing pandemic impact on marginalized communities in regards to accessing legal services through client community listening and subsequent fellowship. 80,000

Community Foundation of Tampa Bay Inc

4300 W Cypress Street
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. 67,500

Council on Foundations

1255 23rd St NW Suite 200
Washington,DC20037 		  501(c)3 Public Chari General operating support for Council on Foundations 10,000

Dr Carter G Woodson African American Museum Inc

2240 9th Ave S
St Petersburg,FL33712 		  501(c)3 Public Chari In support of the three-to-five-year, $26.5 million capital campaign to build, open and endow a new 33,500 square foot building on five acres of land on 22nd Street in St. Petersburg. 47,500

Florida Philanthropic Network

12157 W Linebaugh Ave
Tampa,FL33626 		  501(c)3 Public Chari General operating support for the Florida Philanthropic Network to enhance philanthropic practices in the local region. 25,000

Florida Philanthropic Network

12157 W Linebaugh Ave
Tampa,FL33626 		  501(c)3 Public Chari general operating support 8,000

Grantmakers for Effective Organizations

1310 L Street NW
Washington,DC20005 		  501(c)3 Public Chari General operating support 2,500

Grantmakers in Health

1100 Connecticut Avenue NW Suite
1100
Washington DC,DC20036 		  501(c)3 Public Chari General operating support 13,900

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

8626 Miramar Trrace 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. 1,500

League of Women Voters of the St Petersburg Area Inc

2335 22nd Ave S
St Petersburg,FL33712 		  501(c)4 Civic League To accelerate race equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. -34,210

PEAK Grantmaking

1701 Pennsylvania Ave NW
Washington,DC20006 		  501(c)3 Public Chari General operating support 1,500

Philanthropy Southeast (previously Southeastern Council of Foundations)

100 Peachtree Street
Atlanta,GA30303 		  501(c)3 Public Chari To provide general operating support for Philanthropy Southeast to enhance philanthropic practices. 9,270

Pinellas Community Foundation

17755 US Hwy 19 N Ste 150
Clearwater,FL33764 		  501(c)3 Public Chari General operating grant 10,000

Pinellas County Urban League Inc

333 31st Street North
St Petersburg,FL33713 		  501(c)3 Public Chari To influence systems change by addressing environmental justice and improvements to natural and built environment in the Childs Park Neighborhood via the engagement of community environmental champions including residents and businesses. 8,250

Pinellas Education Foundation

12090 Starkey Road
Largo,FL33773 		  501(c)3 Public Chari FHSP and PEF embarked on 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. 237,500

Pinellas Opportunity Council Inc

501 1st Avenue N
St Petersburg,FL33701 		  501(c)3 Public Chari To support black male affinity to elevate their influence in systems change, locally. 50,000

Stetson University

1401 61st Street South
Gulfport,FL33707 		  501(c)3 Public Chari Accelerate racial equity via civic awareness and engagement of BIPOC (Black, Indigenous, or a Person of Color) youth. 1,316

Suncoast Center Inc

PO Box 10970
St Petersburg,FL33711 		  501(c)3 Public Chari Continuation of the Wellness Connection initiative that supports behavioral health in Pinellas County. 58,250

Supportive Equity Connections of Tampa Bay

1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari Have Supportive Equity Connections contract with grant writers as well as identify capacity-building needs of organizations that FHSP may be able to offer additional supports to in 2023. 2,500

Supportive Equity Connections of Tampa Bay

1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To support a just and prosperous economy via capacity building for BIPOC businesses. 26,250

Supportive Equity Connections of Tampa Bay

1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To support economic equity and justice via the promotion of the significance of Juneteenth and local efforts to acknowledge and celebrate it. 15,000

Tampa Bay Network to End Hunger Inc

4532 W Kennedy Blvd Suite 252
Tampa,FL33609 		  501(c)3 Public Chari To support St Pete Food Policy Council in their efforts to create an equitable community-based food system. 5,750

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. 142,500

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 influence systems change via support for planning efforts that will explore and implement a Truth, Racial Healing, and Transformation Campus Center comprised of a consortium of four local higher education institutions. 2,500

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. 2,000

University of South Florida Research Foundation Inc

3802 Spectrum Blvd Suite 100
Tampa,FL33612 		  501(c)3 Public Chari To address BIPOC mental health and well being via race equity evaluation of the Community Assistance and Life Liaison (CALL). 47,500

Your Real Stories Inc

4465 Trout Dr SE
St Petersburg,FL33705 		  501(c)3 Public Chari To support equity in the arts by addressing BIPOC Mental Health & Wellbeing and a Just & Prosperous Economy. 95,000
Total .................................right arrow 3a 1,028,026
bApproved for future payment

A Healthy Dose Foundation Inc
6812 22nd Avenue North
St Petersburg,FL33710 		    To support Mental Health and Wellness for BIPOC capacity-building via educational training of pharmacists and student pharmacists and the deployment of pharmacy-led services in the BIPOC community. 10,000

Cultivate the Creative
193 38th Ave SE
St Petersburg,FL33705 		  501(c)3 Public Chari To support Economic Equity and Justice capacity-building via the enhancement of a mentorship program. 10,000

Cultivate the Creative
193 38th Ave SE
St Petersburg,FL33705 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC capacity-building via the creation of an expressive arts therapy program. 10,000

Dr Carter G Woodson African American Museum Inc
2240 9th Ave S
St Petersburg,FL33712 		  501(c)3 Public Chari To support the capacity of the organization to lead a capital campaign to build, open, and endow The Woodson African American Museum of Florida located in St Petersburg, Florida. 100,000

Empowered Parents
1600 14th St N
St Petersburg,FL33704 		    To support Mental Health and Wellness for BIPOC capacity-building via the creation of curriculum that will support active parental engagement of fathers. 10,000

Golden Generations Inc
2920 Pallanza Dr South
St Petersburg,FL33705 		  501(c)3 Public Chari To support Economic Equity and Justice via the expansion of wrap-around services that support young adults transitioning out of foster care. 250,000

Healthy Start Coalition of Pinellas Inc
4000 Gateway Centre Blvd
Pinellas Park,FL33782 		  501(c)3 Public Chari To support Economic Equity and Justice via the creation of a Doula Network in Pinellas County. 500,000

James B Sanderlin Family Service Center Inc
2335 22nd Ave South
St Petersburg,FL33712 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC youth and families via the implementation of early education and literacy VPK classrooms and wraparound services for families. 82,499

Mind the Gap Together
4810 12th Avenue South
St Petersburg,FL33711 		    To support Mental Health and Wellness for BIPOC capacity-building via enhancement of additional programmatic supports. 10,000

One Community Grocery Co-op
2420 13TH ST SO
St Petersburg,FL33705 		    To support Economic Equity and Justice capacity-building via the inclusion of innovative outreach strategies that support increased membership. 10,000

Pinellas County Urban League Inc
333 31st Street North
St Petersburg,FL33713 		  501(c)3 Public Chari To support Economic Equity and Justice via the expansion of the Equity Focused Entrepreneurial Ecosystem (E3) that provides business navigation, convenings, and broad-based learning. 500,000

Pinellas Education Foundation
12090 Starkey Road
Largo,FL33773 		  501(c)3 Public Chari FHSP and PEF embarked on 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. 12,500

SailFuture
2900 68th Ave S
St Petersburg,FL33712 		  501(c)3 Public Chari To support Economic Equity and Justice via the expansion of education and career pathway programs for young adults served in a nontraditional educational ecosystem. 250,000

Seniors in Service of Tampa Bay Inc
1306 W Sligh Ave
Tampa,FL33604 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the expansion of the Foster Grandparents program serving K-5 grade youth who are struggling at school. 249,524

She Wins Totally Inc
2154 9th Avenue S
St Petersburg,FL33712 		    To support Economic Equity and Justice capacity-building to expand programming for BIPOC women experiencing financial hardship due to interactions with the criminal justice system. 10,000

Sickle Cell Disease Association of America St Petersburg Chapter Inc
1344 22nd Street South
St Petersburg,FL33712 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the expansion of Sickle Cell disease outreach and education. 60,000

Speakeasy Media Foundation
2335 - 22nd Ave South Suite 16 17
St Petersburg,FL33712 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the expansion of meditation, yoga, and other mental health activities into schools and neighborhood centers. 112,303

St Anthony's Hospital
1200 7th Avenue N
St Petersburg,FL33705 		  501(c)3 Public Chari To support deepening the impact of culturally responsive initiatives with an emphasis on racial equity to achieve health equity. 50,000

Supportive Equity Connections of Tampa Bay
1601 16th Street South
St Petersburg,FL33705 		  501(c)3 Public Chari To support Economic Equity and Justice via access for South St. Pete vendors to operate in a retail business incubator space. 250,000

The Modern Griot Corporation
4905 34th St S
St Petersburg,FL33711 		  501(c)3 Public Chari To support Economic Equity and Justice capacity-building via expansion of financial literacy for youth entrepreneurs and their parents. 10,000

The Rise and Thrive Foundation
2310 18th Ave S
StPetersburg,FL33712 		    To support Economic Equity and Justice capacity-building via development of financial literacy training materials for youth and parents. 10,000

The Shirley Proctor Puller Foundation Inc
4133 Cortez Way South
St Petersburg,FL33712 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the provision of mental health services for BIPOC youth and parents and professional development for mental health professionals. 295,674

The Wright Group Unlimited Inc
3020 Ponce de Leon Way South
St Petersburg,FL33712 		  501(c)3 Public Chari To support Mental Health and Wellness for BIPOC capacity-building via the expansion of partnerships that will increase the ability of the FAITH Works program to provide food and mental health services. 10,000
Total ................................. right arrow 3b 2,812,500
Form 990-PF (2023)
Form 990-PF (2023)
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 3,959,875  
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 45,305  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGain from discontinued operations 		      7,402  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,012,582 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,012,582
(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 (2023)
Form 990-PF (2023)
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)
 
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 46,255 4,625 0 41,630

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TY 2023 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
Times Publishing Company
  		490 1st Ave S
St Petersburg,FL33701 		2022-12-14 76,250 To accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism. 76,250 To the knowledge of the grantor, there have been no diversions. 02/24/23 2023-02-24 Dollars have been used for a charitable purpose as intended in the grant agreement.

TY 2023 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:- Dr. Kanika Tomalin, President & CEO - Carol Martin Brown, Chief Financial and Administrative Officer- Carl Lavender, VP and Interim Co-CEO
Summary of Direct Charitable Activities Part VIII-A 1 - Center for Health Equity $2,122,300The Foundation seeks to magnify impact in achieving its mission through its Center for Health Equity. The Center is a 24,500-square-foot public-facing facility that fosters an environment where people can learn, connect, and create in order to advance health and racial equity. The health of our community from our individual wellness to the strength and resiliency of our city is deeply dependent on a complex compound of systems that span sectors and communities. Embedded within many of these systems are marginalizing policies and practices that bear an inordinate burden of oppression on people of color. Disparate outcomes, borne of inequities in the social determinants that shape them, too often result. A healthier, more equitable future requires the convening of people with diverse lived experiences, backgrounds and perspectives. This must be done in a way that provides the space, support, and resources to foster intentional equity, collaboration and the inclusive shaping of shared goals that re-engineer the systems that guide our lives.2 - Strategic Initiatives $1,058,703Through its strategic initiatives, the Foundation leads, scales, and supports cross-sector work designed to change systems through collaboration. This involves identifying gaps and opportunities, leveraging relationships to maximize impact, and providing structure and resources to support multi-sector partnerships. Informed by deep community listening and research, this work complements the Foundation's 2023 and 2024 priority focus areas of Economic Equity and Justice and Mental Health and Wellness for Black, Indigenous, people of color. 3 - Grants Management $834,574The Foundation is one of the largest private-sector funders in St. Petersburg that supports community-driven work to advance health and racial equity. In 2023, the Foundation awarded funds to local organizations to support initiatives that focus on Economic Equity and Justice and Mental Health and Wellness for Black, Indigenous people of color in the St. Petersburg community. All funded work targets the three zip codes of the South St. Petersburg Community Redevelopment Area (33705, 33711, 33712), and falls under the categories of capacity building, professional development/training, programmatic operations, and multi-sector collaboration.

TY 2023 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 20,143,589 20,143,589
TIAA-CREF Core Impact Bond Fund 13,959,106 13,959,106
Eaton Vance Income Fund of Boston 7,976,622 7,976,622
Federated Hermes High Yield Bond Fund 7,991,797 7,991,797
TCW Met West Unconstrained Bond Fund 39,057 39,057
Aristotle Floating Rate Income Fund 31,487 31,487

TY 2023 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) 61,226,090 61,226,090
Aperio: Custom (MSCI EAFE) 12,437,159 12,437,159
FTSE Developed All Cap EX US Index Fund (Vanguard) 6,089,239 6,089,239
William Blair: Non-US Equity (SMA) 6,082,522 6,082,522
Nuveen: Small Cap Value 5,194,040 5,194,040
Granite: Small/Mid Cap Core 4,984,489 4,984,489
RBC Emerging Markets Equity Fund 2,953,582 2,953,582

TY 2023 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 2,204,715 2,204,715
Vintage IX B Offshore SCSP FMV 672,006 672,006
Certificate of Deposit AT COST 100,000 100,000
Black Equity Opportunities Offshore SCSP/E&F Priv Eq Mgr 2022 2023 Offshore FMV 32,520 32,520

TY 2023 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 124,906 0 0 124,906


TY 2023 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 1,365,035 1,161,700 1,161,700
Recoverable Grant Receivable - Loan Funds 682,975 662,413 662,413
Income Tax Refunds and Credits Receivable (net) 200,000 163,161 163,161
Investment in Spark Plug 100,000 100,000 100,000
Security Deposit 18,077 18,077 18,077
Other Receivable 802 28,993 28,993


TY 2023 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
Technology 371,374 15,521 0 355,854
Direct Community Investment 363,300 3,700 0 359,600
Marketing and Communications 280,751 0 0 280,751
Other Administrative Expenses 123,438 12,115 0 111,323
Office Operations 55,275 4,148 0 51,128


TY 2023 OtherIncomeSchedule2
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Gain from discontinued operations 7,402   7,402


TY 2023 OtherIncreasesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Amount
Unrealized Gain on Investments 18,350,641


TY 2023 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 1,521,737 1,305,837
Professional/General Claims 152,570 147,650


TY 2023 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 1,017,310 65,132 0 952,178
Investment Management 535,045 552,399 0 0
Investment Expenses - Sparkplug Portfolio Investments 0 1,549 0 0


TY 2023 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 33,311 0 0 0
Foreign Taxes from Investments 0 68,207 0 0