Foundation for a Healthy St Petersburg Inc — Form 990PF, tax year 2024

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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$174,274,125
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,138,567
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,466,042 4,533,888 4,533,888
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,328,635
b Gross sales price for all assets on line 6a 39,510,487
7 Capital gain net income (from Part IV, line 2)... 2,386,514
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)....... 117,105 0 117,105
12 Total. Add lines 1 through 11........ 9,050,349 6,920,402 4,650,993
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 491,729 49,173 0 442,556
14 Other employee salaries and wages...... 1,903,039 190,304 0 1,712,736
15 Pension plans, employee benefits....... 516,561 51,656 0 464,904
16a Legal fees (attach schedule)......... 37,721 0 0 37,721
b Accounting fees (attach schedule)....... 52,300 5,230 0 47,070
c Other professional fees (attach schedule).... 997,687 634,856 0 375,032
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 76,406 70,785 0 0
19 Depreciation (attach schedule) and depletion... 598,691 0 0
20 Occupancy.............. 622,943 62,294 0 560,649
21 Travel, conferences, and meetings....... 80,185 8,018 0 72,166
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,071,106 41,872 0 1,032,724
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,448,368 1,114,188 0 4,745,558
25 Contributions, gifts, grants paid....... 2,981,022 2,743,585
26 Total expenses and disbursements. Add lines 24 and 25 9,429,390 1,114,188 0 7,489,143
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -379,041
b Net investment income (if negative, enter -0-) 5,806,214
c Adjusted net income (if negative, enter -0-)... 4,650,993
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 1,075,052 296,911 296,911
2 Savings and temporary cash investments......... 2,788,177 3,109,646 3,109,646
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow181,367
Less: allowance for doubtful accounts right arrow   179,782 181,367 181,367
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.......... 247,323 258,215 258,215
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 98,967,121 Click to see attachment
List of Attached Documents:
// Content
105,284,402
105,284,402
c Investments—corporate bonds (attach schedule)....... 50,141,658 Click to see attachment
List of Attached Documents:
// Content
54,061,670
54,061,670
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).......... 3,009,241 Click to see attachment
List of Attached Documents:
// Content
7,550,785
7,550,786
14 Land, buildings, and equipment: basis right arrow5,373,517
Less: accumulated depreciation (attach schedule) right arrow3,238,395 2,681,737 2,135,122 2,135,122
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,134,344
Click to see attachment
List of Attached Documents:
// Content
1,396,006
Click to see attachment
List of Attached Documents:
// Content
1,396,006
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 161,224,435 174,274,124 174,274,125
Liabilities 17 Accounts payable and accrued expenses.......... 429,817 441,384
18 Grants payable................. 2,859,875 2,930,312
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
1,453,487
Click to see attachment
List of Attached Documents:
// Content
1,212,120
23 Total liabilities (add lines 17 through 22)......... 4,743,179 4,583,816
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........... 155,078,206 167,176,094
25 Net assets with donor restrictions............ 1,403,050 2,514,214
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)..... 156,481,256 169,690,308
30 Total liabilities and net assets/fund balances (see instructions). 161,224,435 174,274,124
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
156,481,256
2
Enter amount from Part I, line 27a .....................
2
-379,041
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,588,299
4
Add lines 1, 2, and 3 ..........................
4
169,690,514
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
206
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
169,690,308
Form 990-PF (2024)
Form 990-PF (2024)
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 2024-01-01 2024-06-30
c Goldman Sachs 8618 P 2021-01-01 2024-01-01
d Goldman Sachs 0887 P 2024-01-01 2024-06-30
e Goldman Sachs 0887 P 2021-01-01 2024-01-01
Goldman Sachs 0895 P 2024-01-01 2024-06-30
Goldman Sachs 0895 P 2021-01-01 2024-01-01
Goldman Sachs 1232 P 2024-01-01 2024-06-30
Goldman Sachs 1232 P 2021-01-01 2024-01-01
Goldman Sachs 1323 P 2024-01-01 2024-06-30
Goldman Sachs 1323 P 2021-01-01 2024-01-01
Goldman Sachs 0911 P 2024-01-01 2024-06-30
Goldman Sachs 0911 P 2021-01-01 2024-01-01
Goldman Sachs 9115 P 2024-01-01 2024-06-30
Goldman Sachs 9115 P 2021-01-01 2024-01-01
Goldman Sachs 1545 P 2021-01-01 2024-01-01
(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       21,919
b 512,706   501,252 11,454
c 304,418   249,614 54,804
d 702,677   718,421 -15,744
e 2,433,164   2,444,454 -11,290
2,335,575   2,456,985 -121,410
3,562,326   3,506,669 55,657
1,391,949   1,275,487 116,462
3,156,874   2,598,785 558,089
2,208,846   2,434,514 -225,668
2,596,077   2,045,076 551,001
4,982,203   4,968,478 13,725
8,854,104   8,854,841 -737
2,019,151   1,777,093 242,058
3,435,269   2,293,194 1,142,075
1,015,148   1,021,029 -5,881
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       21,919
b       11,454
c       54,804
d       -15,744
e       -11,290
      -121,410
      55,657
      116,462
      558,089
      -225,668
      551,001
      13,725
      -737
      242,058
      1,142,075
      -5,881
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 2,386,514
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 20,877
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 80,706
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 80,706
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 80,706
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 166,492
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.............. 7 166,492
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 85,786
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow85,786 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Dr Kanika Tomalin President/CEO
50.00
319,675 33,164 0
2333 34th Street South
St Petersburg,FL33711
Richard Howell Chief Financial Officer
50.00
172,054 12,641 0
2333 34th Street South
Tampa,FL33711
Stacy Conroy Trustee
1.00
0 0 0
2333 34th Street South
St Petersburg,FL33711
Dr Ricardo Davis Trustee
1.00
0 0 0
2333 34th Street South
St Petersburg,FL33711
Marianne F Edmonds Treasurer
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 Chair
1.00
0 0 0
2333 34th Street South
St Petersburg,FL33711
Bridgette P Heller Secretary
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
Shameka Jones 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
Joe Lugo Trustee
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
Jon Wilson 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
Lisa Brody Chief Strategy Offic
40.00
176,082 20,484 0
2333 34th Street South
St Petersburg,FL33711
Marcus Brooks Exec Director Ctr fo
40.00
157,381 15,374 0
2333 34th Street South
St Petersburg,FL33711
Julie Rocco Director of Grants M
40.00
138,350 15,440 0
2333 34th Street South
St Petersburg,FL33711
Dr Bilan Joseph Strategic Initiative
40.00
120,902 27,203 0
2333 34th Street South
St Petersburg,FL33711
Lisa Yacso Administration and O
40.00
130,400 15,935 0
2333 34th Street South
St Petersburg,FL33711
Total number of other employees paid over $50,000...................right arrow 10
Form 990-PF (2024)
Form 990-PF (2024)
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
The BIG Security Group LLC Security Services 126,455
4905 - 34th Street South178
St Petersburg,FL33711
Roundhouse Creative Inc Communications Services 108,133
PO Box 15938
St Petersburg,FL33733
36T Cleaning Services LLC Janitorial Services 92,323
218 E Bearss Ave
Tampa,FL33613
CVent Inc Consulting and Software Services 92,293
1765 Greensboro Station Place
Tysons Corner,VA22102
Tampa Bay Black Business Investment Corporatio Loan Administration Services 90,850
1920 E Hillsborough Ave
Tampa,FL33610
Total number of others receiving over $50,000 for professional services.............right arrow4
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 2,073,804
2 Grants Management - See statement 17 1,019,684
3 Strategic Initiatives - See statement 17 730,727
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 (2024)
Form 990-PF (2024)
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
162,110,344
b
Average of monthly cash balances.......................
1b
4,560,272
c
Fair market value of all other assets (see instructions)................
1c
276,292
d
Total (add lines 1a, b, and c).........................
1d
166,946,908
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
147,170
3
Subtract line 2 from line 1d.........................
3
166,799,738
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,501,996
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
164,297,742
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,214,887
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
8,214,887
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
80,706
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
80,706
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,134,181
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,134,181
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
8,134,181
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
7,489,143
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
7,489,143
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 8,134,181
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 7,324,075
b From 2020...... 3,800,276
c From 2021...... 1,030,078
d From 2022...... 143,103
e From 2023......  
f Total of lines 3a through e ........ 12,297,532
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,489,143
a Applied to 2023, 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 2024 distributable amount..... 7,489,143
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 645,038 645,038
(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 11,652,494
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
6,679,037
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
4,973,457
10 Analysis of line 9:
a Excess from 2020.... 3,800,276
b Excess from 2021.... 1,030,078
c Excess from 2022.... 143,103
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
grants@healthystpete.foundation
bThe form in which applications should be submitted and information and materials they should include:
In 2024, 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 discretionary grant awards were issued during the year outside of the Foundation's RFP process.
cAny submission deadlines:
In 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 and align with the Foundation's geographic areas of focus. More information regarding our mission may be found at https://healthystpete.foundation/.
Form 990-PF (2024)
Form 990-PF (2024)
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

#TheBurgCares Inc

2184 9th Ave South Ste C
St Petersburg,FL33712
  501(c)3 Public Chari This project intends to enhance board governance through formal development and training that will boost operational efficiency and improve financial systems to ensure the sustainability and scalability of impactful activities. 4,750

360 Eats

3100 TEAL TERRACE
Safety Harbor,FL34695
  501(c)3 Public Chari To support Economic Mobilty via an increase in healthy food access to individuals and families in South St. Petersburg while also curbing food waste. 57,194

A Healthy Dose Foundation Inc

6812 22nd Avenue North
St Petersburg,FL33710
  501(c)3 Public Chari To support Mental Health and Wellness for capacity-building via educational training of pharmacists and student pharmacists and the deployment of pharmacy-led services in the community. 9,500

Academy Prep Center of St Petersburg Inc

2301 22nd Avenue South
St Petersburg,FL33712
  501(c)3 Public Chari To support 'Developing the Next Leaders' to enhance the skills and knowledge of key staff through targeted professional development activities, fostering leadership, improving educational practices, and ensuring long-term success. 4,750

Advantage Village Academy Inc

833 22nd Street South
St Petersburg,FL33712
  501(c)3 Public Chari To support the purchase of laptops and software to create ideas and new development with S.T.E.M utilizing AI to create scientific creations to advance technology in the new generation. 9,500

African American Heritage Association Inc of St Petersburg FL

2240 Ninth Avenue South
St Petersburg,FL33712
  501(c)3 Public Chari Create a video series that promotes civic engagement. 14,500

Alianza Center

10524 Moss Park Rd
Orlando,FL32832
  501(c)3 Public Chari To lead a series of collaborative sessions with staff, local community leaders, nonprofits & businesses to understand the unique needs of the community & co-create a strategic vision that addresses key challenges 4,750

All The World's Kids Inc

732 53rd Ave North
St Petersburg,FL33703
  501(c)3 Public Chari To support capacity building efforts such as expanding knowledge and skills on Grant Writing, Data, Research and Reporting, as well as PR & Communications activities. 4,750

Boys & Girls Clubs of the Suncoast Inc

4625 East Bay Drive Suite 103
Clearwater,FL33764
  501(c)3 Public Chari To execute a vision plan in new and data driven ways in order to sustain and reimagine needs throughout the surrounding community. 4,750

Braiding with a Twist Salon Inc

333 31st Street North
St Petersburg,FL33713
  501(c)3 Public Chari To support Economic Mobility via a culturally responsive entrepreneurial training program for youth 11-17 years of age. 115,442

Canguros Inc

1901 62nd Ave S
St Petersburg,FL33712
  501(c)3 Public Chari To build greater sustainability through a sound funding plan and strengthened internal policies to impact the holistic health of generations of students through a connected school experience 4,750

City of St Petersburg

175 Fifth St N
Saint Petersburg,FL33701
  Government: Local Mu For the provision of upfront capital as a grant to the City of St. Pete for 20 SSCRA residents at or below 120% of AMI who could not previously access capital from the City Housing Rehabilitation Assistance program due to financial hardship. 95,000

City of St Petersburg

175 Fifth St N
Saint Petersburg,FL33701
  Government: Local Mu To hire St Pete residents to assist with debris clean-up in the City of St. Petersburg as a result of Hurricanes Helene and Milton. 100,000

Community EFX Inc

PO Box 16843
St Petersburg,FL33733
  501(c)(3) Private No To support Mental Health and Wellness via the creation of gatherings that celebrates unique life experiences and creates opportunities to authentically network and support one another. 106,563

Community Tampa Bay Inc

5175 45th St N Box 4
St Petersburg,FL33714
  501(c)3 Public Chari To build capacity through professional development and communications strategy investment. 4,750

Community Tampa Bay Inc

5175 45th St N Box 4
St Petersburg,FL33714
  501(c)3 Public Chari Community Tampa Bay empowers youth through leadership education. We create safe and healthy schools that maximize the success of all students through leadership training. 38,000

Council on Foundations

1255 23rd St NW Suite 200
Washington DC,DC20037
  501(c)3 Public Chari To provide general operating support. 10,000

Cultivate the Creative

7901 4th St N
Saint Petersburg,FL33702
  501(c)3 Public Chari To support capacity-building via the enhancement of a mentorship program. 4,750

Cultivate the Creative

7901 4th St N Ste 300
Saint Petersburg,FL33702
  501(c)3 Public Chari To support Mental Health and Wellness through capacity-building via the creation of an expressive arts therapy program. 9,500

Cultured Books Literacy Foundation Inc

833 22nd St S Ste B
St Petersburg,FL33712
  501(c)3 Public Chari The St. Pete Reads Study aims to develop a comprehensive survey based on themes identified from focus groups representing the priority population's needs. This analysis will guide the survey questions and community engagement. 4,750

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. 5,000

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. 50,000

Empowered Parents

1600 14th St N
St Petersburg,FL33704
  501(c)3 Public Chari To support Mental Health and Wellness through capacity-building via the creation of curriculum that will support active parental engagement of fathers. 9,500

Faith Youth Services

2029 Bonita Way South
St Petersburg,FL33712
  501(c)3 Public Chari To strengthen presence, effectiveness and impact in St Petersburg to further the ability to achieve Faith Youth Services' mission and goals of supporting at-risk and high-risk youth as well as make a long-term positive impact. 4,750

Faitherapy Inc

12139 Creek Preserve Dr
Riverview,FL33579
  501(c)3 Public Chari To establish a streamlined healthcare infrastructure, ensuring equitable access to wellness services for women's faith and mental wellness via training and certifications. marketing materials and health information technology. 4,750

Florida Philanthropic Network

12157 W Linebaugh Ave Ste 384
Tampa,FL33626
  501(c)3 Public Chari To influence systems change to achieve health via general operating support for the Florida Philanthropic Network to enhance philanthropic practices nationwide. 8,000

Front Porch Community Development Association Inc

2434 22nd Street South
St Petersburg,FL33712
  501(c)3 Public Chari Front Porch Striving Toward Sustainability project aims to enhance the capacity of the organization through a comprehensive strategy that includes fundraising activities, marketing improvements, and professional grant writing services. 4,750

Golden Generations Inc

2920 Pallanza Dr South
St Petersburg,FL33705
  501(c)3 Public Chari To support the expansion of wrap-around services that support young adults transitioning out of foster care. 118,750

Grantmakers for Effective Organizations

1310 L Street NW Ste 650
Washington,FL20005
  501(c)3 Public Chari For the provision of general operating support. 2,500

Grantmakers in Health

1100 Connecticut Avenue NW Suite
1100
Washington DC,FL20036
  501(c)3 Public Chari To provide general operating support. 11,825

Healthy Start Coalition of Pinellas Inc

4000 Gateway Centre Blvd Ste 200
Pinellas Park,FL33782
  501(c)3 Public Chari To support the creation of a Doula Network. 118,750

Hope Villages of America

503 South Martin Luther King Avenue
Clearwater,FL33756
  501(c)3 Public Chari To support Economic Mobility via the provision of culturally responsive services offered to women experiencing domestic violence 118,750

Inclusivity Innovative Institute

7310 Dartmouth Ave N
St Petersburg,FL33710
  501(c)3 Public Chari The Evaluation Study will evaluate the Pinellas County School District's Bridging the Gap data to assess the progress made in providing quality education for students towards reducing the Achievement Gap in 10 years. 23,750

Infinite Potential Learning Academy Inc

1900 12th Street South
St Petersburg,FL33705
  501(c)3 Public Chari The "Empowering Educators" project is designed to enhance the educational quality and outcomes at Infinite Potential Learning Academy by investing in our most valuable asset: our teachers. This project aims to address needs in teacher support. 4,750

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 youth and families via the implementation of early education and literacy VPK classrooms and wraparound services for families. 26,126

Johns Hopkins All Children's Hospital - Healthy Start Program

501 6th Avenue South ATTN Healthy
Start
St Petersburg,FL33701
  501(c)3 Public Chari The BHEA will develop a Score Card to promote the inclusion of evidence-informed best practices in healthcare organizations. 23,750

Keshawns Korner Inc

4285 Trout Dr SE
Saint Petersburg,FL33705
  501(c)3 Public Chari To enhance organizational capacity and impact on mental health education and suicide prevention for underserved youth ages 7-25. by enhancing staff training, developing strategic partnerships, improving infrastructure, and engaging community. 4,750

Learning Empowered Inc

6801 38th Ave N
St Petersburg,FL33710
  501(c)3 Public Chari To build capacity through the provision of integrating evidence-based principles within our organization, especially with the Early Childhood Consultation programs serving 33705, 33711, and 33712. 4,750

Life from Inside Out - LLC

1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari To support Economic Mobility via the provision of wraparound services for individuals returning to the community after serving time in jail or prison. 47,500

Metropolitan Ministries Inc

2002 N Florida Ave
Tampa,FL33602
  501(c)3 Public Chari To support Economic Mobility via the enhancement of navigational supports that will connect homeless youth and adults to services. 79,168

Mi Gente Mi Pueblo Inc

2766 CANDLEWOOD ST
Clearwater,FL33579
  501(c)3 Public Chari To finalize a strategic plan, branding fundamentals and mental health actions to equip the board of directors and team to sustainably serve Me Gente Mi Pueblo's shared mission. 4,750

Mind the Gap Together

4810 12th Avenue South
St Petersburg,FL33711
  501(c)3 Public Chari To support Mental Health and Wellness through capacity-building via enhancement of additional programmatic supports. 9,500

Minority Health Coalition of Pinellas Inc

1856 Coffee Pot Blvd NE
St Petersburg,FL33704
  501(c)3 Public Chari MHCP produces the African American Health Forum, a full day, community health educational activity with presentations by health providers with an emphasis on health disparities. Exhibitors are invited and health screenings are provided. 7,125

Mount Zion Human Services Inc

945 20th Street South
StPetersburg,FL33712
  501(c)3 Public Chari To develop a strategic plan, fund development plan, and program development plan with support from a consultant to enhance organizational capacity, ensuring sustainable growth and impactful community services. 4,750

Mt Zion Christian Academy Inc

955 20th St S
St Petersburg,FL33712
  501(c)3 Public Chari To enhance campus safety by implementing state-of-the-art technology software such as Visit U, computers, and communication resources to ensure a safe and prepared environment for students, staff, and visitors. 4,750

Museum of Motherhood

2619 Fairfield Avenue
St Petersburg,FL33712
  501(c)3 Public Chari Increase MoMs revenues, financial reporting, and ability to meet the needs of visitors by supporting growth in accounting, fundraising, and building an evidence-based framework through future initiatives. 4,750

New Hope Baptist Church

2120 19th St South
St Petersburg,FL33712
  501(c)3 Public Chari "New Hope Empowering Growth" (NHEG) project; a strategic initiative that integrates technology into New Hope Missionary Baptist Church's administrative and financial operations; enhancing communications, financial transparency, and engagement. 4,750

New Urban Development LLC

8500 NW 25 Avenue
MIAMI,FL33147
  501(c)3 Public Chari To support a market feasibility study, within a community development framework, to understand the local demand for retail services in S St. Pete in order to align businesses to meet those demands and ensure commercial viability. 7,840

New Vision Behavioral Health Inc

333 31st Street North
St Petersburg,FL33713
  501(c)3 Public Chari To revamp the operational systems to bolster financial systems and revenue cycle management. 4,750

Nonprofit Leadership Center of Tampa Bay

1408 N Westshore Boulevard Ste 140
Tampa,FL33607
  501(c)3 Public Chari To provide operating support for Board Development. 9,000

Nonprofit Leadership Center of Tampa Bay

1408 N Westshore Boulevard
Tampa,FL33607
  501(c)3 Public Chari To provide training on Governance and Board Development to individuals attending the capacity-building session offered by the Foundation for a Healthy St. Petersburg. 2,300

One Community Grocery Co-op

2420 13th Street South
St Petersburg,FL33705
  501(c)3 Public Chari To support capacity-building via the inclusion of innovative outreach strategies that support increased membership. 9,500

PEAK Grantmaking

1701 Pennsylvania Ave NW Ste 200
Washington,DC20006
  501(c)3 Public Chari To influence systems change to achieve health via general operating support for PEAK grantmaking to enhance philanthropic practices nationwide. 1,500

PenPhonix Academy Inc

PO Box 1344
St Petersburg,FL33731
  501(c)3 Public Chari PenPhonix Rising Project aims to prepare our school for student readiness by enhancing infrastructure and acquiring essential resources and materials. These investments will create an optimal learning environment, supporting student success. 4,750

Philanthropy Southeast (previously Southeastern Council of Foundations)

100 Peachtree Street Ste 2080
Atlanta,GA30303
  501(c)3 Public Chari To influence systems change to achieve health via general operating support for Philanthropy Southeast to enhance philanthropic practices in the South. 10,197

Pinellas Community Foundation

17755 US Hwy 19 N Ste 150
Clearwater,FL33764
  501(c)3 Public Chari To support residents, small businesses, and City of St. Petersburg employees recovering from Hurricane Helene. 100,000

Pinellas County Urban League Inc

333 31st Street North
St Petersburg,FL33713
  501(c)3 Public Chari To support economic mobility via the expansion of an Entrepreneurial Ecosystem model that provides business navigation, convenings, and broad-based learning. 316,667

Pinellas Diaspora Arts Project Inc

PO Box 13732
St Petersburg,FL33733
  501(c)3 Public Chari To hold Strategic planning sessions with board members, training/brainstorming sessions with members of AfroFlorida Media Collective, and plan for the next 2 years of programming festivals, ROYAL and Beautify Project initiatives. 4,750

Pinellas Education Foundation

12090 Starkey Road
Largo,FL33773
  501(c)3 Public Chari FHSP and PEF embarked on a strategic partnership to further educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action. 12,500

Pinellas Opportunity Council Inc

501 1st Avenue N
St Petersburg,FL33701
  501(c)3 Public Chari To implement a comprehensive fund development plan that will enable Pinellas Opportunity Council to further develop, sustain, and expand a menu of programs and services promoting economic self-sufficiency. 4,750

Pinellas Opportunity Council Inc

501 1st Avenue N Ste 517
St Petersburg,FL33701
  501(c)3 Public Chari To build the capacity of faith-based human services organization to meet the unique needs of individuals accessing community services. 8,625

RaceWithoutIsm Inc

6835 18th St S
Saint Petersburg,FL337125913
  501(c)3 Public Chari To employ a nonprofit development operation to learn more about and improve grant writing and funding resources that will enable RaceWithoutIsm to broaden its education outreach. 4,750

SailFuture

2900 68th Ave S
SAINT PETERSBURG,FL33712
  501(c)3 Public Chari To support economic mobility via the expansion of education and career pathway programs for young adults served in a nontraditional educational ecosystem. 79,168

Saturday Morning Shoppes

1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari To support economic mobility via access for vendors to operate in a retail business incubator space. 155,550

Saturday Morning Shoppes

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

Seniors in Service of Tampa Bay Inc

1306 W Sligh Ave
Tampa,FL33604
  501(c)3 Public Chari To support Mental Health and Wellness via the expansion of the Foster Grandparents program serving K-5 grade youth who are struggling at school. 79,016

She Wins Totally Inc

360 Central Avenue 800
St Petersburg,FL33701
  501(c)3 Public Chari To support economic mobility through capacity-building to expand programming for 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 via the expansion of Sickle Cell disease outreach and education. 57,000

Sing Out and READ (SOAR)

1211 North Westshore Blvd 402
Tampa,FL33607
  501(c)3 Public Chari To expand the reach of SOAR's FLiP program via purchasing 115 bundles that will provide e-learning reading intervention services to 287 additional underprivileged children in the following zip codes: 33705, 33711, and 33712. 4,750

Speakeasy Media Foundation

2335 - 22nd Ave South Suite 16 17
Saint Petersburg,FL33712
  501(c)3 Public Chari To support Mental Health and Wellness via the expansion of meditation, yoga, and other mental health activities into schools and neighborhood centers. 106,688

St Anthony's Hospital

1200 7th Avenue N
St Petersburg,FL33705
  501(c)3 Public Chari To support deepening the impact of health initiatives. 23,750

St Jude Great Commission Community Development Corporation

2012 Auburn Street South
St Petersburg,FL33712
  501(c)3 Public Chari To implement a data management software system that builds the material capacity of the organization to measure impact, track progress toward goals, and produce reports that show tangible results of its efforts to all stakeholders. 4,750

Starting Right Now

1212 W Cass St
Tampa,FL33606
  501(c)3 Public Chari To support Economic Mobility via the provision of wraparound services for unaccompanied minor youth. 98,097

STORY 727

613 54TH AVE SOUTH
ST PETERSBURG,FL33705
  501(c)3 Public Chari To build capacity in fundraising, board development, internal processes and procedures, legal documents, best practices accounting, and purchase necessary supplies for our volunteer administrators. 4,750

Supportive Equity Connections of Tampa Bay

1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari The Strategic Infrastructure Enhancement Initiative (SIEI) aims to strengthen the operational capacity by improving financial management systems, upgrading technology infrastructure, and enhancing communication and outreach capabilities 4,750

The House of Grace Inc

1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari To empower women who have faced trauma induced substance abuse, alcohol dependency, mental challenges or have experienced physical abuse by developing and providing a comprehensive support system. 4,750

The Kind Mouse Productions Inc

1801 16th Street N
SAINT PETERSBURG,FL33704
  501(c)3 Public Chari To increase capacity by purchasing two dollies for the pantry, replace aging computer equipment, & provide non-profit professional development opportunities. 4,750

The Modern Griot Corporation

4905 34th St S 342
Saint Peterbsurg,FL33711
  501(c)3 Public Chari To support economic mobility through capacity-building via expansion of financial literacy for youth entrepreneurs and their parents. 9,500

The Rise and Thrive Foundation

2310 18th Ave S
StPetersburg,FL33712
  501(c)3 Public Chari To support economic mobility through capacity-building via development of financial literacy training materials for youth and parents. 9,500

The Shirley Proctor Puller Foundation Inc

4133 Cortez Way South
St Petersburg,FL33712
  501(c)3 Public Chari To support Mental Health and Wellness via the provision of mental health services for youth and parents and professional development for mental health professionals. 93,630

The Stephanie A Wynn Foundation Inc

PO Box 1344
St Petersburg,FL33731
  501(c)3 Public Chari Investing in advanced training, state-of-the-art technology, strategic marketing, legal support, and upgrading operational space to ensure sustained growth and increased impact in communities affected by Inflammatory Bowel Diseases. 4,750

The Studio at 620 Inc

620 1st Ave S
Saint Petersburg,FL33701
  501(c)3 Public Chari To hire a new staff member to support marketing, communication and social media presence to enhance the studio's overall presence and increase engagement and audience growth and retention. 4,750

The Wright Group Unlimited Inc

3020 Ponce de Leon Way South
Saint Petersburg,FL33712
  501(c)3 Public Chari To support Mental Health and Wellness through capacity-building via the expansion of partnerships that will increase the ability of the FAITH Works program to provide food and mental health services. 9,500

UMA Education Inc dba Ultimate Medical Academy

1255 Clevland Street
Clearwater,FL33755
  501(c)3 Public Chari To support Economic Mobility via educational pathways for students to excel in healthcare careers. 38,000

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 via evaluation of the Community Assistance and Life Liaison (CALL). 2,500

Urban Food Park Inc dba 15th Street Farm

342 15th Street N
St Petersburg,FL33705
  501(c)3 Public Chari To support Economic Mobility via urban agriculture workshops and small business incubator training. 57,427

Veterans Life Coaching & Mentoring FDN

2655 Ulmerton Rd 346
Clearwater,FL33762
  501(c)3 Public Chari Expand the board to include members who understand the mission to improve veterans' livelihoods by providing access to essential resources such as mentorship, employment assistance, and dental care. 4,750

We Care LF Inc

1525 16th street S Ste 3
St Petersburg,FL33701
  501(c)3 Public Chari To support Mental Health and Wellness via the provision of high-quality, integrated, and culturally responsive health services to individuals with substance use disorders. 29,688

WeArt St Pete Inc

2515 IRONDALE ST S Suite E
St Petersburg,FL33705
  501(c)3 Public Chari "WeArt St. Pete Artist Development Program will empower artists in St. Petersburg through equitable support and representation via the development of a communications campaign and economic strategies. 4,750
Total .................................right arrow 3a 2,743,586
bApproved for future payment

#TheBurgCares Inc
2184 9th Ave South Ste C
St Petersburg,FL33712
  501(c)3 Public Chari This project intends to enhance board governance through formal development and training that will boost operational efficiency and improve financial systems to ensure the sustainability and scalability of impactful activities. 5,250

360 Eats
3100 TEAL TERRACE
Safety Harbor,FL34695
  501(c)3 Public Chari To support Economic Mobilty via an increase in healthy food access to individuals and families in South St. Petersburg while also curbing food waste. 3,010

Academy Prep Center of St Petersburg Inc
2301 22nd Avenue South
St Petersburg,FL33712
  501(c)3 Public Chari To support 'Developing the Next Leaders' to enhance the skills and knowledge of key staff through targeted professional development activities, fostering leadership, improving educational practices, and ensuring long-term success. 5,250

Advantage Village Academy Inc
833 22nd Street South
St Petersburg,FL33712
  501(c)3 Public Chari To support the purchase of laptops and software to create ideas and new development with S.T.E.M utilizing AI to create scientific creations to advance technology in the new generation. 500

African American Heritage Association Inc of St Petersburg FL
2240 Ninth Avenue South
St Petersburg,FL33712
  501(c)3 Public Chari Create a video series that promotes civic engagement. 500

Alianza Center
10524 Moss Park Rd
Orlando,FL32832
  501(c)3 Public Chari To lead a series of inclusive, collaborative sessions with staff, local community leaders, nonprofits & businesses to understand the unique needs of the community & co-create a strategic vision that addresses key challenges 5,250

All The World's Kids Inc
732 53rd Ave North
St Petersburg,FL33703
  501(c)3 Public Chari To support capacity building efforts such as expanding knowledge and skills on Grant Writing, Data, Research and Reporting, as well as PR & Communications activities. 5,250

Boys & Girls Clubs of the Suncoast Inc
4625 East Bay Drive Suite 103
Clearwater,FL33764
  501(c)3 Public Chari To execute a vision plan in new and data driven ways in order to sustain and reimagine needs throughout the surrounding community. 5,250

Canguros Inc
1901 62nd Ave S
St Petersburg,FL33712
  501(c)3 Public Chari To build greater sustainability through a sound funding plan and strengthened internal policies to impact the holistic health of generations of students through a connected school experience 5,250

City of St Petersburg
175 Fifth St N
Saint Petersburg,FL33701
  Government: Local Mu For the provision of upfront capital as a grant to the City of St. Pete for 20 SSCRA residents at or below 120% of AMI who could not previously access capital from the City Housing Rehabilitation Assistance program due to financial hardship. 105,000

Community EFX Inc
PO Box 16843
St Petersburg,FL33733
  501(c)(3) Private No To support Mental Health and Wellness via the creation of gatherings that celebrates unique life experiences and creates opportunities to authentically network and support one another. 117,780

Community Tampa Bay Inc
5175 45th St N Box 4
St Petersburg,FL33714
  501(c)3 Public Chari To build capacity through professional development and communications strategy investment. 5,250

Community Tampa Bay Inc
5175 45th St N Box 4
St Petersburg,FL33714
  501(c)3 Public Chari Community Tampa Bay empowers youth through leadership education. We create safe and healthy schools that maximize the success of all students through leadership training. 2,000

Cooperation Works
2420 13th Street South
St Petersburg,FL33705
  501(c)3 Public Chari OCGC seeks funding to send members to conferences and other professional development opportunities for leadership training, cooperative education, and operational strategies to support its development into a full-service grocery co-op. 6,200

Cultured Books Literacy Foundation Inc
833 22nd St S Ste B
St Petersburg,FL33712
  501(c)3 Public Chari The St. Pete Reads Study aims to develop a comprehensive survey based on themes identified from focus groups representing the priority population's needs. This analysis will guide the survey questions and community engagement. 5,250

Faith Youth Services
2029 Bonita Way South
St Petersburg,FL33712
  501(c)3 Public Chari To strengthen presence, effectiveness and impact in St Petersburg to further the ability to achieve Faith Youth Services' mission and goals of supporting at-risk and high-risk youth as well as make a long-term positive impact. 5,250

Faitherapy Inc
12139 Creek Preserve Dr
Riverview,FL33579
  501(c)3 Public Chari To establish a streamlined healthcare infrastructure, ensuring equitable access to wellness services for women's faith and mental wellness via training and certifications. marketing materials and health information technology. 5,250

Front Porch Community Development Association Inc
2434 22nd Street South
St Petersburg,FL33712
  501(c)3 Public Chari Front Porch Striving Toward Sustainability (FPSTS) project aims to enhance the capacity of the organization through a comprehensive strategy that includes fundraising activities, marketing improvements, and professional grant writing services. 5,250

Greater St Petersburg Area Economic Development Corporation
100 2nd Ave N 130
St Petersburg,FL337013337
  501(c)3 Public Chari To provide general operating support to enhance equitable economic development in St. Petersburg. 25,000

Hope Villages of America
503 South Martin Luther King Avenue
Clearwater,FL33756
  501(c)3 Public Chari To support Economic Mobility via the provision of culturally responsive services offered to women experiencing domestic violence 131,250

Inclusivity Innovative Institute
7310 Dartmouth Ave N
St Petersburg,FL33710
  501(c)3 Public Chari The Evaluation Study will evaluate the Pinellas County School District's Bridging the Gap data to assess the progress made in providing quality education for Black students towards reducing the Achievement Gap in 10 years. 1,250

Infinite Potential Learning Academy Inc
1900 12th Street South
St Petersburg,FL33705
  501(c)3 Public Chari The "Empowering Educators" project is designed to enhance the educational quality and outcomes at Infinite Potential Learning Academy by investing in our most valuable asset: our teachers. This project aims to address needs in teacher support. 5,250

Johns Hopkins All Children's Hospital - Healthy Start Program
501 6th Avenue South ATTN Healthy
Start
St Petersburg,FL33701
  501(c)3 Public Chari The BHEA will develop a Score Card to promote the inclusion of evidence-informed best practices in healthcare organizations. 1,250

Keshawns Korner Inc
4285 Trout Dr SE
Saint Petersburg,FL33705
  501(c)3 Public Chari To enhance organizational capacity and impact on mental health education and suicide prevention for underserved youth ages 7-25. by enhancing staff training, developing strategic partnerships, improving infrastructure, and engaging community. 5,250

Learning Empowered Inc
6801 38th Ave N
St Petersburg,FL33710
  501(c)3 Public Chari To build capacity through the provision of integrating evidence-based principles within our organization, especially with the Early Childhood Consultation programs serving 33705, 33711, and 33712. 5,250

Metropolitan Ministries Inc
2002 N Florida Ave
Tampa,FL33602
  501(c)3 Public Chari To support Economic Mobilty via the enhancement of navigational supports that will connect homeless youth and adults to services. 170,832

Mi Gente Mi Pueblo Inc
2766 CANDLEWOOD ST
Clearwater,FL33579
  501(c)3 Public Chari To finalize a strategic plan, branding fundamentals and mental health actions to equip the board of directors and team to sustainably serve Me Gente Mi Pueblo's shared mission. 5,250

Minority Health Coalition of Pinellas Inc
1856 Coffee Pot Blvd NE
St Petersburg,FL33704
  501(c)3 Public Chari MHCP will produde a Health Forum, a full day, community health educational activity with presentations by health providers with an emphasis on creating health outcomes for all. Exhibitors are invited and health screenings are provided. 7,875

Mount Zion Human Services Inc
945 20th Street South
StPetersburg,FL33712
  501(c)3 Public Chari To develop a strategic plan, fund development plan, and program development plan with support from a consultant to enhance organizational capacity, ensuring sustainable growth and impactful community services. 5,250

Mount Zion Human Services Inc
945 20th Street South
StPetersburg,FL33712
  501(c)3 Public Chari To provide Mental Health and Wellness for individuals with substance abuse issues. 95,312

Mt Zion Christian Academy Inc
955 20th St S
St Petersburg,FL33712
  501(c)3 Public Chari To enhance campus safety by implementing state-of-the-art technology software such as Visit U, computers, and communication resources to ensure a safe and prepared environment for students, staff, and visitors. 5,250

Museum of Motherhood
2619 Fairfield Avenue
St Petersburg,FL33712
  501(c)3 Public Chari Increase MoMs revenues, financial reporting, and ability to meet the needs of visitors by supporting growth in accounting, fundraising, and building an evidence-based framework through future initiatives. 5,250

New Hope Baptist Church
2120 19th St South
St Petersburg,FL33712
  501(c)3 Public Chari "New Hope Empowering Growth" (NHEG) project; a strategic initiative that integrates technology into New Hope Missionary Baptist Church's administrative and financial operations; enhancing communications, financial transparency, and engagement. 5,250

Nonprofit Leadership Center of Tampa Bay
1408 N Westshore Boulevard Ste 140
Tampa,FL33607
  501(c)3 Public Chari To provide operating support for Board Development. 1,000

Pinellas Community Foundation
17755 US Hwy 19 N Ste 150
Clearwater,FL33764
  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

Pinellas County Urban League Inc
333 31st Street North
St Petersburg,FL33713
  501(c)3 Public Chari To support Economic Mobility via a culturally responsive entrepreneurial training program for youth 11-17 years of age. 127,594

Pinellas County Urban League Inc
333 31st Street North
St Petersburg,FL33713
  501(c)3 Public Chari To revamp the operational systems to bolster financial systems and revenue cycle management. 5,250

Pinellas Diaspora Arts Project Inc
PO Box 13732
St Petersburg,FL33733
  501(c)3 Public Chari To hold Strategic planning sessions with board members, training/brainstorming sessions with members of AfroFlorida Media Collective, and plan for the next 2 years of programming festivals, ROYAL and Beautify Project initiatives. 5,250

Pinellas Opportunity Council Inc
501 1st Avenue N Ste 517
St Petersburg,FL33701
  501(c)3 Public Chari To implement a comprehensive fund development plan that will enable Pinellas Opportunity Council to further develop, sustain, and expand a menu of programs and services promoting economic self-sufficiency. 5,250

RaceWithoutIsm Inc
6835 18th St S
Saint Petersburg,FL337125913
  501(c)3 Public Chari To employ a nonprofit development operation to learn more about and improve grant writing and funding resources that will enable RaceWithoutIsm to broaden its education outreach. 5,250

Sing Out and READ (SOAR)
1901 Ulmerton Rd Ste 625-646
Clearwater,FL33762
  501(c)3 Public Chari To expand the reach of SOAR's FLiP program via purchasing 115 bundles that will provide e-learning reading intervention services to 287 additional underprivileged children in the following zip codes: 33705, 33711, and 33712. 5,250

Sing Out and READ (SOAR)
1901 Ulmerton Rd Ste 625-646
Clearwater,FL33762
  501(c)3 Public Chari To provide matching grant dollars to increase literacy through the provision of a 12-week SOAR curriculum offered to 50 children who are currently on the SOAR waiting list. 25,000

St Jude Great Commission Community Development Corporation
2012 Auburn Street South
St Petersburg,FL33712
  501(c)3 Public Chari To implement a data management software system that builds the material capacity of the organization to measure impact, track progress toward goals, and produce reports that show tangible results of its efforts to all stakeholders. 5,250

Starting Right Now
1212 W Cass St
Tampa,FL33606
  501(c)3 Public Chari To support Economic Mobility via the provision of wraparound services for unaccompanied minor youth. 108,423

STORY 727
613 54TH AVE SOUTH
ST PETERSBURG,FL33705
  501(c)3 Public Chari To build capacity in fundraising, board development, internal processes and procedures, legal documents, best practices accounting, and purchase necessary supplies for our volunteer administrators. 5,250

Supportive Equity Connections of Tampa Bay
1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari To support Economic Mobiilty via the provision of wraparound services for individuals returning to the community after serving time in jail or prison. 52,500

Supportive Equity Connections of Tampa Bay
1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari To empower women who have faced trauma induced substance abuse, alcohol dependency, mental challenges or have experienced physical abuse by developing and providing a comprehensive support system. 5,250

Supportive Equity Connections of Tampa Bay
1601 16th Street South
St Petersburg,FL33705
  501(c)3 Public Chari The Strategic Infrastructure Enhancement Initiative (SIEI) aims to strengthen the operational capacity by improving financial management systems, upgrading technology infrastructure, and enhancing communication and outreach capabilities 5,250

The Kind Mouse Productions Inc
1801 16th Street N The Kind Mouse
SAINT PETERSBURG,FL33704
  501(c)3 Public Chari To increase capacity by purchasing two dollies for the pantry, replace aging computer equipment, & provide non-profit professional development opportunities. 5,250

The Stephanie A Wynn Foundation Inc
PO Box 1344
St Petersburg,FL33731
  501(c)3 Public Chari PenPhonix Rising Project aims to prepare our school for student readiness by enhancing infrastructure and acquiring essential resources and materials. These investments will create an optimal learning environment, supporting student success. 5,250

The Stephanie A Wynn Foundation Inc
PO Box 1344
St Petersburg,FL33731
  501(c)3 Public Chari Investing in advanced training, state-of-the-art technology, strategic marketing, legal support, and upgrading operational space to ensure sustained growth and increased impact in communities affected by Inflammatory Bowel Diseases. 5,250

The Studio at 620 Inc
620 1st Ave S
Saint Petersburg,FL33701
  501(c)3 Public Chari To hire a new staff member to support marketing, communication and social media presence to enhance the studio's overall presence and increase engagement and audience growth and retention. 5,250

UMA Education Inc dba Ultimate Medical Academy
1255 Clevland Street
Clearwater,FL33755
  501(c)3 Public Chari To support Economic Mobility via educational pathways for students to excel in healthcare careers. 82,000

Urban Food Park Inc dba 15th Street Farm
342 15th Street N
St Petersburg,FL33705
  501(c)3 Public Chari To support Economic Mobility via urban agriculture workshops and small business incubator training. 63,472

Urban League of Greater Miami
8500 NW 25 Avenue
MIAMI,FL33147
  501(c)3 Public Chari To support a market feasibility study, within an equitable community development framework, to understand the local demand for retail services in S St. Pete in order to align businesses to meet those demands and ensure commercial viability. 8,660

Veterans Life Coaching & Mentoring FDN
2655 Ulmerton Rd 346
Clearwater,FL33762
  501(c)3 Public Chari Expand the board to include members who understand the mission to improve veterans' livelihoods by providing access to essential resources such as mentorship, employment assistance, and dental care. 5,250

WeArt St Pete Inc
2515 IRONDALE ST S Ste E
St Petersburg,FL33705
  501(c)3 Public Chari "WeArt St. Pete Artist Development Program will empower artists in St. Petersburg through equitable support and representation via the development of a communications campaign and economic strategies. 5,250
Total ................................. right arrow 3b 1,414,908
Form 990-PF (2024)
Form 990-PF (2024)
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 4,466,042  
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 2,386,514  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGain from Discontinued Operations
      116,705  
bOther       400  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,969,661 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,969,661
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 52,300 5,230 0 47,070

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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
Community EFX Inc
 
PO Box 16843
St Petersburg,FL33733
2024-01-11 224,342 To support Mental Health and Wellness via the creation of gatherings that celebrates unique life experiences and creates opportunities to authentically network and support one another. 53,281 To the knowledge of the grantor, there have been no diversions. 8/27/24 2024-08-27 Dollars have been used for a charitable purpose as intended in the grant agreement.
Community EFX Inc
 
PO Box 16843
St Petersburg,FL33733
2024-01-11 224,342 To support Mental Health and Wellness via the creation of gatherings that celebrates unique life experiences and creates opportunities to authentically network and support one another. 53,281 To the knowledge of the grantor, there have been no diversions. 4/8/25 2024-04-08 Dollars have been used for a charitable purpose as intended in the grant agreement.

TY 2024 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 - Richard Howell, Chief Financial Officer
Summary of Direct Charitable Activities Part VIII-A The Organization has allocated program expenses to the following strategic objectives:1 - Center for Health Equity $2,073,804The Foundation seeks to magnify impact in achieving its mission through its Center for Health Equity. The Center is a 15,000-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 - Grants Management $1,019,684The Foundation is one of the largest private-sector funders in St. Petersburg that supports community-driven work to advance health and racial equity. In 2024, the Foundation awarded funds to local organizations to support initiatives focusing on Economic Equity and Justice and Mental Health and Wellness in South St. Petersburg, as well as capacity-building funding to groups working to advance racially equitable health outcomes. 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.3 - Strategic initiatives $730,727Through 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 residents of South St. Petersburg.

TY 2024 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 21,213,182 21,213,182
Nuveen Core Impact Bond Fund 14,112,252 14,112,252
Eaton Vance Income Fund of Boston 8,641,409 8,641,409
Federated Hermes High Yield Bond Fund 8,591,373 8,591,373
Term Deposits 1,503,454 1,503,454

TY 2024 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) 72,450,373 72,450,373
Aperio: Custom (MSCI EAFE) 12,340,326 12,340,326
FTSE Developed All Cap EX US Index Fund (Vanguard) 6,051,478 6,051,478
William Blair: Non-US Equity (SMA) 6,112,277 6,112,277
Palisade: Small/Mid Cap Core 5,416,642 5,416,642
RBC Emerging Markets Equity Fund 2,913,306 2,913,306

TY 2024 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/(2023) Offshore LP FMV 3,269,335 3,269,335
Vintage IX B Offshore SCSP FMV 2,887,798 2,887,798
Certificate of Deposit AT COST 100,000 100,000
Black Equity Opportunities Offshore SCSP/E&F Priv Eq Mgr 2022 2023 2024 Offs FMV 183,013 1,293,653
E&F Private Equity Managers (2022) Offshore LP FMV 1,110,639 0

TY 2024 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 37,721 0 0 37,721


TY 2024 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 1,161,700 938,882 938,882
Recoverable Grant Receivable - Loan Funds 662,413 256,230 256,230
Income Tax Refunds and Credits Receivable (net) 163,161 82,817 82,817
Investment in Spark Plug 100,000 100,000 100,000
Security Deposit 18,077 18,077 18,077
Other Receivable 28,993 0 0


TY 2024 OtherDecreasesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Amount
Rounding 206


TY 2024 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
Direct Community Investment 381,177 3,700 0 377,477
Technology 303,088 17,019 0 286,069
Marketing and Communications 187,500 0 0 187,500
Other Administrative Expenses 152,941 14,094 0 138,847
Office Operations 46,400 3,569 0 42,831
Loss from SavvyCard Florida Fund II, LLC 0 3,490 0 0


TY 2024 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 116,705   116,705
Other 400   400


TY 2024 OtherIncreasesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Description Amount
Unrealized Gain on Investments 13,588,299


TY 2024 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 1,305,837 1,064,950
Professional/General Claims 147,650 147,170


TY 2024 OtherProfessionalFeesSchedule
Name:
Foundation for a Healthy St Petersburg
 
Inc
EIN:
59-2592846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management 591,266 601,851 0 0
Other Professional Fees 406,421 31,389 0 375,032
Investment Expenses - Sparkplug Portfolio Investments 0 1,616 0 0


TY 2024 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 76,406 0 0 0
Foreign Taxes from Investments 0 70,785 0 0