PEPIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEPIN FAMILY FOUNDATION INC (EIN 20-1250899)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-07
- IRS object ID
- 202410389349100506
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-07T13:24:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2347 SE 17TH STREET | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201250899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEPI | BusinessNameControlTxt |
| Phone | 8136266176 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12191 WEST LINEBAUGH AVE BOX 788 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J AMMON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8136266176 | PhoneNum |
| Signature | 2024-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | AMMON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN T LEE CPA | PreparerPersonNm |
| PTIN | P00367156 | PTIN |
| Phone | 3527323872 | PhoneNum |
| Preparation | 2024-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $93,047 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $56,800 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $56,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $240 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,843 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,080 | CashBOYAmt |
| Cash EOY | $93,047 | CashEOYAmt |
| Cash EOYFMV | $93,047 | CashEOYFMVAmt |
| Total Assets BOY | $84,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $84,080 | RetainedEarningBOYAmt |
| Retained Earning EOY | $93,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $93,047 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $93,047 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT J AMMON CPA | IndividualWithBooksNm |
| Phone | 8136266176 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12191 WEST LINEBAUGH AVE BOX 788 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS A PEPIN | ||||||||
| 12191 WEST LINEBAUGH AVE BOX 788 | TAMPA | FL | 33626 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT J AMMON | ||||||||
| 12191 WEST LINEBAUGH AVE BOX 788 | TAMPA | FL | 33626 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTINA PEPIN | ||||||||
| 12191 WEST LINEBAUGH AVE BOX 788 | TAMPA | FL | 33626 | VP/SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,777 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $74,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,683 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $3,683 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,683 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,683 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,683 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $10,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,067 | RemainingDistriFromCorpusAmt |
| Total Corpus | $91,481 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,515 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,899 | ExcessFromYear1Amt |
| Excess From Current Year | $37,067 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 21 & CHANGE INC | ||||||||
| 3223 S MACDILL AVE | 129 121 | TAMPA | FL | 33629 | NONE | PC | CHAMPIONS FOR CHANGE | $2,500 |
| THE ABLE TRUST | ||||||||
| 3320 THOMASVILLE ROAD 100 | TALLAHASSEE | FL | 323087906 | NONE | PC | EMPLOYMENT ASSISTANCE FOR DISABLED | $5,000 | |
| ADVENTHEALTH FDN WEST FLORIDA | ||||||||
| 14055 RIVEREDGE DRIVE | STE 250 | TAMPA | FL | 33637 | NONE | PC | STARLIGHT GALA AUCTION | $5,000 |
| FLORIDA HOSP PHYSICIAN GROUP INC | ||||||||
| 12470 TELECOM DRIVE 100 | TAMPA | FL | 33637 | NONE | PC | WOMEN IN SURGERY SYMPOSIUM | $2,500 | |
| GLAZER CHILDRENS MUSEUM | ||||||||
| 110 W GASPARILLA PLAZA | TAMPA | FL | 33602 | NONE | PC | LEARNING LAB FOR CHILDREN | $2,500 | |
| GRACEPOINT FOUNDATION INC | ||||||||
| 5707 N 22ND ST | TAMPA | FL | 336104350 | NONE | PC | STRONGER THAN STIGMA SPONSORSHIP | $750 | |
| JULIE W HANDS ACROSS THE BAY INC | ||||||||
| 3800 ULMERTON RD | CLEARWATER | FL | 33762 | NONE | PC | MACKENZIE'S EMPOWERMENT ZONE | $10,000 | |
| MANATEE EDUCATION FOUNDATION INC | ||||||||
| 1023 MANATEE AVE W | STE 215 | BRADENTON | FL | 34205 | NONE | PC | PHIL GALVANO CLASSIC GOLF TOURNAMENT | $5,000 |
| NEW LIFE VILLAGE INC | ||||||||
| 4926 VENICE LAKE AVE | TAMPA | FL | 33619 | NONE | PC | TABLE SPONSOR CASINO NIGHT | $3,000 | |
| PEPIN ACADEMIES FOUNDATION | ||||||||
| 3916 E HILLSBOROUGH AVE | TAMPA | FL | 34610 | NONE | PC | PUTTIN FOR PEPIN SCHOLARSHIP | $2,000 | |
| WOMENS CONFERENCE OF FLORIDA INC | ||||||||
| 730 S STERLINE AVE | TAMPA | FL | 33629 | NONE | PC | TABLE SPONSORSHIP | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVENTHEALTH PEPIN HEART INSTITUTE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 E FLETCHER AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CARDIOVASCULAR RESEARCH/TREATMENT | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PEPIN DISTRIBUTING COMPANY | ||||||
| 1 | 4121 NORTH 50TH STREET | TAMPA | FL | 33610 | $35,000 | Yes (X) |
| MELANIE MARTIN FAMILY | ||||||
| 2 | 11300 FOURTH ST N STE 318 | ST PETERSBURG | FL | 33716 | $9,900 | Yes (X) |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $240 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| WEBSITE COSTS | $1,343 |
| OTHER | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,000 | Amt |