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FOUNDATION FOR A HEALTHY ST PETERSBURG INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR A HEALTHY ST PETERSBURG INC (EIN 59-2592846)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-22
IRS object ID
202412969349100606
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-22T09:44:21-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621517792PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PYA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 North Tampa Street Ste 1850AddressLine1Txt
CityTampaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592592846EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation for a Healthy St PetersburgBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone7278654650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12333 34th Street SouthAddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKanika Jelks-TomalinPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone7278654650PhoneNum
Signature2024-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle HerrellPreparerPersonNm
PTINP00111870PTIN
Phone8134243700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$161,224,435FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,022,686ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,959,875DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,034,098DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,034,098DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$27,904NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,350,842GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,305CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,402OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$7,402OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,017,867TotalRevAndExpnssAmt
Total Net Invst Incm$4,079,403TotalNetInvstIncmAmt
Total Adj Net Incm$4,041,500TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$528,986CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$52,899CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$476,087CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,640,855OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$164,085OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,476,769OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$468,552PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$46,855PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$421,697PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$124,906LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$124,906LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$46,255AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,625AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$41,630AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,552,355OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$619,080OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$952,178OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$33,311TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68,207TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$622,976DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$606,933OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$60,693OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$546,240OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$63,007TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,301TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$56,706TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,194,138OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,484OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,158,656OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,882,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,058,229TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,254,869TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,328,460ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,028,026ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,210,734TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,058,229TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,282,895TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,192,867ExcessRevenueOverExpensesAmt
Net Investment Income$3,021,174NetInvestmentIncomeAmt
Adjusted Net Income$4,041,500AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,384,004CashBOYAmt
Cash EOY$1,075,052CashEOYAmt
Cash EOYFMV$1,075,052CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,060,428SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,788,177SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,788,177SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$179,782PledgesRcvblAmt
Pledges Rcvbl BOY$176,013PledgesRcvblBOYAmt
Pledges Rcvbl EOY$179,782PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$179,782PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$217,260PrepaidExpensesBOYAmt
Prepaid Expenses EOY$247,323PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$247,323PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$89,619,942CorporateStockBOYAmt
Corporate Stock EOY$98,967,121CorporateStockEOYAmt
Corporate Stock EOYFMV$98,967,121CorporateStockEOYFMVAmt
Corporate Bonds BOY$46,754,415CorporateBondsBOYAmt
Corporate Bonds EOY$50,141,658CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,141,658CorporateBondsEOYFMVAmt
Other Investments BOY$775,028OtherInvestmentsBOYAmt
Other Investments EOY$3,009,241OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,009,241OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,346,256LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,664,519LandBldgEquipAccumDeprecAmt
Land BOY$3,167,738LandBOYAmt
Land EOY$2,681,737LandEOYAmt
Land EOYFMV$2,681,737LandEOYFMVAmt
Other Assets BOY$2,366,889OtherAssetsBOYAmt
Other Assets EOY$2,134,344OtherAssetsEOYAmt
Other Assets EOYFMV$2,134,344OtherAssetsEOYFMVAmt
Total Assets BOY$146,521,717TotalAssetsBOYAmt
Total Assets EOY$161,224,435TotalAssetsEOYAmt
Total Assets EOYFMV$161,224,435TotalAssetsEOYFMVAmt
Accounts Payable BOY$724,487AccountsPayableBOYAmt
Accounts Payable EOY$429,817AccountsPayableEOYAmt
Grants Payable BOY$799,441GrantsPayableBOYAmt
Grants Payable EOY$2,859,875GrantsPayableEOYAmt
Other Liabilities BOY$1,674,307OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,453,487OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,198,235TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,743,179TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$141,299,478NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$155,078,206NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$2,024,004DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$1,403,050DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$143,323,482TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$156,481,256TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$146,521,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$161,224,435TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$143,323,482TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,192,867ExcessRevenueOverExpensesAmt
Other Increases$18,350,641OtherIncreasesAmt
Subtotal$156,481,256SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$156,481,256TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
Goldman Sachs Capital Gain DistributionsP$10,421$10,421
Goldman Sachs 8618P-$22,962-$22,9622023-01-012023-06-30$1,667,841$1,690,803
Goldman Sachs 8618P$85,721$85,7212021-01-012023-01-01$2,733,511$2,647,790
Goldman Sachs 0887P-$78,139-$78,1392023-01-012023-06-30$917,957$996,096
Goldman Sachs 0887P-$302,688-$302,6882021-01-012023-01-01$1,519,649$1,822,337
Goldman Sachs 0895P$206,134$206,1342023-01-012023-06-30$4,109,843$3,903,709
Goldman Sachs 0895P$30,945$30,9452021-01-012023-01-01$574,502$543,557
Goldman Sachs 1232P$20,823$20,8232023-01-012023-06-30$1,254,617$1,233,794
Goldman Sachs 1232P$81,161$81,1612021-01-012023-01-01$689,743$608,582
Goldman Sachs 1323P-$141,240-$141,2402023-01-012023-06-30$2,242,468$2,383,708
Goldman Sachs 1323P$267,201$267,2012021-01-012023-01-01$1,243,923$976,722
Goldman Sachs 0911P-$188,520-$188,5202023-01-012023-06-30$16,422,920$16,611,440
Goldman Sachs 0911P$76,448$76,4482021-01-012023-01-01$6,973,868$6,897,420
FieldValueIRS element (for citing)
Capital Gain Net Income$45,305CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$203,904NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41,994InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$41,994SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$41,994TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$208,486EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$208,486TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$166,492OverpaymentAmt
Applied To ES Tax$166,492AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.healthystpete.foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Ricky HowellBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7278654650PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12333 34th Street SouthAddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Bridgette P Heller
2333 34th Street SouthSt PetersburgFL33711Secretary - Beg. 7/1/231.00$0$0$0
Shameka Jones
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Joe Lugo
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Dr Kanika Tomalin
2333 34th Street SouthSt PetersburgFL33711President/CEO50.00$146,833$10,417$0
Carl Lavender
2333 34th Street SouthSt PetersburgFL33711VP and Interim Co-CEO50.00$150,953$10,046$0
Carol Martin Brown
2333 34th Street SouthSt PetersburgFL33711Chief Financial and Admin. Officer50.00$231,200$29,267$0
Stacy Conroy
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Marianne F Edmonds
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Michael C Funsch
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Sharon Gardner
2333 34th Street SouthSt PetersburgFL33711Treasurer1.00$0$0$0
Rev Kenneth F Irby
2333 34th Street SouthSt PetersburgFL33711Vice Chair1.00$0$0$0
Emery M Ivery
2333 34th Street SouthSt PetersburgFL33711Secretary - End 6/30/231.00$0$0$0
Kelly M Kirschner
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Donna J Petersen Sc D MHS
2333 34th Street SouthSt PetersburgFL33711Chair1.00$0$0$0
Kevin Sneed FNAP FNAPHA
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Lorna L Taylor
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0
Nichelle Threadgill MD
2333 34th Street SouthSt PetersburgFL33711Trustee1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Marcus Brooks
2333 34th Street SouthSt PetersburgFL33711Exec Director Ctr fo40.00$152,999$15,930$0
Julie Rocco
2333 34th Street SouthSt PetersburgFL33711Director of Grants M40.00$134,015$18,197$0
Belinda Childs
2333 34th Street SouthSt PetersburgFL33711Controller40.00$120,909$15,765$0
Lisa Brody
2333 34th Street SouthSt PetersburgFL33711Chief Strategy Offic40.00$120,237$13,278$0
Lisa Yacso
2333 34th Street SouthSt PetersburgFL33711Administration and O40.00$118,958$11,309$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k10OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Roundhouse Creative Inc
PO Box 15938St PetersburgFL33733Communications Services$171,506
The BIG Security Group LLC
4905 - 34th Street South178St PetersburgFL33711Security Services$135,222
TuckerHall Inc
1308 E 7th AvenueTampaFL33605Communications Services$132,465
Trenam Law
PO Box 1102TampaFL336011102Legal Services$129,726
Cvent Inc
1765 Greensboro Station PlaceTysons CornerVA22102Consulting and Software Services$120,025
FieldValueIRS element (for citing)
Contractor Paid Over50k12ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Center for Health Equity - See statement 17Description1Txt
Expenses1$2,122,300Expenses1Amt
Description2Strategic Initiatives - See statement 17Description2Txt
Expenses2$1,058,703Expenses2Amt
Description3Grants Management - See statement 17Description3Txt
Expenses3$834,574Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$144,234,877AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,201,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$91,058FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$147,527,375TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$147,650AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$147,379,725AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,210,696CashDeemedCharitableAmt
Net Vl Noncharitable Assets$145,169,029NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,258,451MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,258,451MinimumInvestmentReturnAmt
Tax Based On Investment Income$41,994TaxBasedOnInvestmentIncomeAmt
Total Tax$41,994TotalTaxAmt
Distributable Before Adj$7,216,457DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,216,457DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,216,457DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,282,895ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,282,895QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,216,457DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,162,467ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,324,075ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,800,276ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,030,078ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$143,103ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,459,999TotalExcessDistributionCyovAmt
Qualifying Distributions$6,282,895QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,282,895AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$933,562ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$933,562ExcessDistributionCyovAppCYAmt
Total Corpus$12,526,437TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$228,905ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,297,532ExcessDistriCyovToNextYrAmt
Excess From Year4$7,324,075ExcessFromYear4Amt
Excess From Year3$3,800,276ExcessFromYear3Amt
Excess From Year2$1,030,078ExcessFromYear2Amt
Excess From Year1$143,103ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFoundation for a Healthy St PetersbRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12333 34th Street SouthAddressLine1Txt
CitySt PeterburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7278654650RecipientPhoneNum
Recipient Email Addressinfo@healthystpete.foundationRecipientEmailAddressTxt
Form And Info And MaterialsIn 2023, the Foundation used a Request for Proposal (RFP) process whereby grant applications were accepted within a specified timeframe and completed by applicants using an online grants portal. The portal may be found at https://healthystpete.foundation/. A limited number of grant awards may be issued during the year outside of the Foundation's RFP process. In 2024, the Foundation continued to use a Request for Proposal (RFP) process whereby grant applications will be accepted within a specified timeframe and completed by applicants using an online grants portal. Similar to 2023, a limited number of grant awards may be issued during the year outside of the Foundation's RFP process.FormAndInfoAndMaterialsTxt
Submission DeadlinesIn 2023 and 2024, deadlines vary according to grant type.SubmissionDeadlinesTxt
Restrictions On AwardsAll grants must align with the Foundation's mission to achieve health equity via the advancement of racial equity to achieve racially equitable health outcomes. More information regarding our mission may be found at https://healthystpete.foundation/.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Advantage Village Academy Inc
833 22nd Street SouthSt PetersburgFL33712501(c)3 Public ChariGeneral operating support$15,000
Bay Area Legal Services Inc
4948 Central AvenueSt PetersburgFL33707501(c)3 Public ChariMeasuring and addressing pandemic impact on marginalized communities in regards to accessing legal services through client community listening and subsequent fellowship.$80,000
Community Foundation of Tampa Bay Inc
4300 W Cypress StreetTampaFL33607501(c)3 Public ChariTo create equitable digital access to all residents in St. Petersburg and broader Pinellas County via Digital Inclusion St Petersburg.$67,500
Council on Foundations
1255 23rd St NW Suite 200WashingtonDC20037501(c)3 Public ChariGeneral operating support for Council on Foundations$10,000
Dr Carter G Woodson African American Museum Inc
2240 9th Ave SSt PetersburgFL33712501(c)3 Public ChariIn support of the three-to-five-year, $26.5 million capital campaign to build, open and endow a new 33,500 square foot building on five acres of land on 22nd Street in St. Petersburg.$47,500
Florida Philanthropic Network
12157 W Linebaugh AveTampaFL33626501(c)3 Public ChariGeneral operating support for the Florida Philanthropic Network to enhance philanthropic practices in the local region.$25,000
Florida Philanthropic Network
12157 W Linebaugh AveTampaFL33626501(c)3 Public Charigeneral operating support$8,000
Grantmakers for Effective Organizations
1310 L Street NWWashingtonDC20005501(c)3 Public ChariGeneral operating support$2,500
Grantmakers in Health
1100 Connecticut Avenue NW SuiteWashington DCDC20036501(c)3 Public ChariGeneral operating support$13,9001100
In Touch With Communities Around the World Inc DBA Arts Conservatory for T
8626 Miramar Trrace CircleTampaFL33637501(c)3 Public ChariTo accelerate racial equity via support for the creation of an affinity space for Black males to converse, convene, and celebrate.$1,500
League of Women Voters of the St Petersburg Area Inc
2335 22nd Ave SSt PetersburgFL33712501(c)4 Civic LeagueTo accelerate race equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council.-$34,210
PEAK Grantmaking
1701 Pennsylvania Ave NWWashingtonDC20006501(c)3 Public ChariGeneral operating support$1,500
Philanthropy Southeast (previously Southeastern Council of Foundations)
100 Peachtree StreetAtlantaGA30303501(c)3 Public ChariTo provide general operating support for Philanthropy Southeast to enhance philanthropic practices.$9,270
Pinellas Community Foundation
17755 US Hwy 19 N Ste 150ClearwaterFL33764501(c)3 Public ChariGeneral operating grant$10,000
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713501(c)3 Public ChariTo influence systems change by addressing environmental justice and improvements to natural and built environment in the Childs Park Neighborhood via the engagement of community environmental champions including residents and businesses.$8,250
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773501(c)3 Public ChariFHSP and PEF embarked on a strategic partnership to further equitable educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action.$237,500
Pinellas Opportunity Council Inc
501 1st Avenue NSt PetersburgFL33701501(c)3 Public ChariTo support black male affinity to elevate their influence in systems change, locally.$50,000
Stetson University
1401 61st Street SouthGulfportFL33707501(c)3 Public ChariAccelerate racial equity via civic awareness and engagement of BIPOC (Black, Indigenous, or a Person of Color) youth.$1,316
Suncoast Center Inc
PO Box 10970St PetersburgFL33711501(c)3 Public ChariContinuation of the Wellness Connection initiative that supports behavioral health in Pinellas County.$58,250
Supportive Equity Connections of Tampa Bay
1601 16th Street SouthSt PetersburgFL33705501(c)3 Public ChariHave Supportive Equity Connections contract with grant writers as well as identify capacity-building needs of organizations that FHSP may be able to offer additional supports to in 2023.$2,500
Supportive Equity Connections of Tampa Bay
1601 16th Street SouthSt PetersburgFL33705501(c)3 Public ChariTo support a just and prosperous economy via capacity building for BIPOC businesses.$26,250
Supportive Equity Connections of Tampa Bay
1601 16th Street SouthSt PetersburgFL33705501(c)3 Public ChariTo support economic equity and justice via the promotion of the significance of Juneteenth and local efforts to acknowledge and celebrate it.$15,000
Tampa Bay Network to End Hunger Inc
4532 W Kennedy Blvd Suite 252TampaFL33609501(c)3 Public ChariTo support St Pete Food Policy Council in their efforts to create an equitable community-based food system.$5,750
The Henry J Kaiser Family Foundation
185 Berry St 2000San FranciscoCA941071704501(c)3 Public ChariTo support equity in journalism via a partnership between KFF and Tampa Bay Times.$142,500
Times Publishing Company
490 1st Ave SSt PetersburgFL33701Business: For ProfitTo accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism.$76,250
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612501(c)3 Public ChariTo influence systems change via support for planning efforts that will explore and implement a Truth, Racial Healing, and Transformation Campus Center comprised of a consortium of four local higher education institutions.$2,500
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612501(c)3 Public ChariTo accelerate racial equity by evaluating Community Assistance and Life Liaison which provides a therapeutic, wrap-around response to emergency calls to SPPD with the goal of reducing police involvement with non-violent, non-criminal calls.$2,000
University of South Florida Research Foundation Inc
3802 Spectrum Blvd Suite 100TampaFL33612501(c)3 Public ChariTo address BIPOC mental health and well being via race equity evaluation of the Community Assistance and Life Liaison (CALL).$47,500
Your Real Stories Inc
4465 Trout Dr SESt PetersburgFL33705501(c)3 Public ChariTo support equity in the arts by addressing BIPOC Mental Health & Wellbeing and a Just & Prosperous Economy.$95,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,028,026TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
A Healthy Dose Foundation Inc
6812 22nd Avenue NorthSt PetersburgFL33710To support Mental Health and Wellness for BIPOC capacity-building via educational training of pharmacists and student pharmacists and the deployment of pharmacy-led services in the BIPOC community.$10,000
Cultivate the Creative
193 38th Ave SESt PetersburgFL33705To support Economic Equity and Justice capacity-building via the enhancement of a mentorship program.$10,000501(c)3 Public Chari
Cultivate the Creative
193 38th Ave SESt PetersburgFL33705To support Mental Health and Wellness for BIPOC capacity-building via the creation of an expressive arts therapy program.$10,000501(c)3 Public Chari
Dr Carter G Woodson African American Museum Inc
2240 9th Ave SSt PetersburgFL33712To 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.$100,000501(c)3 Public Chari
Empowered Parents
1600 14th St NSt PetersburgFL33704To support Mental Health and Wellness for BIPOC capacity-building via the creation of curriculum that will support active parental engagement of fathers.$10,000
Golden Generations Inc
2920 Pallanza Dr SouthSt PetersburgFL33705To support Economic Equity and Justice via the expansion of wrap-around services that support young adults transitioning out of foster care.$250,000501(c)3 Public Chari
Healthy Start Coalition of Pinellas Inc
4000 Gateway Centre BlvdPinellas ParkFL33782To support Economic Equity and Justice via the creation of a Doula Network in Pinellas County.$500,000501(c)3 Public Chari
James B Sanderlin Family Service Center Inc
2335 22nd Ave SouthSt PetersburgFL33712To support Mental Health and Wellness for BIPOC youth and families via the implementation of early education and literacy VPK classrooms and wraparound services for families.$82,499501(c)3 Public Chari
Mind the Gap Together
4810 12th Avenue SouthSt PetersburgFL33711To support Mental Health and Wellness for BIPOC capacity-building via enhancement of additional programmatic supports.$10,000
One Community Grocery Co-op
2420 13TH ST SOSt PetersburgFL33705To support Economic Equity and Justice capacity-building via the inclusion of innovative outreach strategies that support increased membership.$10,000
Pinellas County Urban League Inc
333 31st Street NorthSt PetersburgFL33713To support Economic Equity and Justice via the expansion of the Equity Focused Entrepreneurial Ecosystem (E3) that provides business navigation, convenings, and broad-based learning.$500,000501(c)3 Public Chari
Pinellas Education Foundation
12090 Starkey RoadLargoFL33773FHSP and PEF embarked on a strategic partnership to further equitable educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action.$12,500501(c)3 Public Chari
SailFuture
2900 68th Ave SSt PetersburgFL33712To support Economic Equity and Justice via the expansion of education and career pathway programs for young adults served in a nontraditional educational ecosystem.$250,000501(c)3 Public Chari
Seniors in Service of Tampa Bay Inc
1306 W Sligh AveTampaFL33604To support Mental Health and Wellness for BIPOC via the expansion of the Foster Grandparents program serving K-5 grade youth who are struggling at school.$249,524501(c)3 Public Chari
She Wins Totally Inc
2154 9th Avenue SSt PetersburgFL33712To support Economic Equity and Justice capacity-building to expand programming for BIPOC women experiencing financial hardship due to interactions with the criminal justice system.$10,000
Sickle Cell Disease Association of America St Petersburg Chapter Inc
1344 22nd Street SouthSt PetersburgFL33712To support Mental Health and Wellness for BIPOC via the expansion of Sickle Cell disease outreach and education.$60,000501(c)3 Public Chari
Speakeasy Media Foundation
2335 - 22nd Ave South Suite 16 17St PetersburgFL33712To support Mental Health and Wellness for BIPOC via the expansion of meditation, yoga, and other mental health activities into schools and neighborhood centers.$112,303501(c)3 Public Chari
St Anthony's Hospital
1200 7th Avenue NSt PetersburgFL33705To support deepening the impact of culturally responsive initiatives with an emphasis on racial equity to achieve health equity.$50,000501(c)3 Public Chari
Supportive Equity Connections of Tampa Bay
1601 16th Street SouthSt PetersburgFL33705To support Economic Equity and Justice via access for South St. Pete vendors to operate in a retail business incubator space.$250,000501(c)3 Public Chari
The Modern Griot Corporation
4905 34th St SSt PetersburgFL33711To support Economic Equity and Justice capacity-building via expansion of financial literacy for youth entrepreneurs and their parents.$10,000501(c)3 Public Chari
The Rise and Thrive Foundation
2310 18th Ave SStPetersburgFL33712To support Economic Equity and Justice capacity-building via development of financial literacy training materials for youth and parents.$10,000
The Shirley Proctor Puller Foundation Inc
4133 Cortez Way SouthSt PetersburgFL33712To support Mental Health and Wellness for BIPOC via the provision of mental health services for BIPOC youth and parents and professional development for mental health professionals.$295,674501(c)3 Public Chari
The Wright Group Unlimited Inc
3020 Ponce de Leon Way SouthSt PetersburgFL33712To support Mental Health and Wellness for BIPOC capacity-building via the expansion of partnerships that will increase the ability of the FAITH Works program to provide food and mental health services.$10,000501(c)3 Public Chari
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,812,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,959,875ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,305ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescGain from discontinued operationsDesc
Exclusion$7,402ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,012,582ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,012,582TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$46,255Amt
Net Investment Income$4,625NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$41,630DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Times Publishing CompanyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1490 1st Ave SAddressLine1Txt
CitySt PetersburgCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33701ZIPCd
FieldValueIRS element (for citing)
Grant2022-12-14GrantDt
Grant$76,250GrantAmt
Purpose Of GrantTo accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism.PurposeOfGrantTxt
Expended By Grantee$76,250ExpendedByGranteeAmt
Any Diversion By GranteeTo the knowledge of the grantor, there have been no diversions.AnyDiversionByGranteeTxt
Dates Of Reports By Grantee02/24/23DatesOfReportsByGranteeTxt
Verification2023-02-24VerificationDt
Results Of VerificationDollars have been used for a charitable purpose as intended in the grant agreement.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
Compensation Paid to a Disqualified PersonPart VII-B Line 1a(4)Foundation for a Healthy St. Peterburg paid reasonable compensation to the following individuals for their service to the organization:- Dr. Kanika Tomalin, President & CEO - Carol Martin Brown, Chief Financial and Administrative Officer- Carl Lavender, VP and Interim Co-CEO
Summary of Direct Charitable ActivitiesPart VIII-A1 - Center for Health Equity $2,122,300The Foundation seeks to magnify impact in achieving its mission through its Center for Health Equity. The Center is a 24,500-square-foot public-facing facility that fosters an environment where people can learn, connect, and create in order to advance health and racial equity. The health of our community from our individual wellness to the strength and resiliency of our city is deeply dependent on a complex compound of systems that span sectors and communities. Embedded within many of these systems are marginalizing policies and practices that bear an inordinate burden of oppression on people of color. Disparate outcomes, borne of inequities in the social determinants that shape them, too often result. A healthier, more equitable future requires the convening of people with diverse lived experiences, backgrounds and perspectives. This must be done in a way that provides the space, support, and resources to foster intentional equity, collaboration and the inclusive shaping of shared goals that re-engineer the systems that guide our lives.2 - Strategic Initiatives $1,058,703Through its strategic initiatives, the Foundation leads, scales, and supports cross-sector work designed to change systems through collaboration. This involves identifying gaps and opportunities, leveraging relationships to maximize impact, and providing structure and resources to support multi-sector partnerships. Informed by deep community listening and research, this work complements the Foundation's 2023 and 2024 priority focus areas of Economic Equity and Justice and Mental Health and Wellness for Black, Indigenous, people of color. 3 - Grants Management $834,574The Foundation is one of the largest private-sector funders in St. Petersburg that supports community-driven work to advance health and racial equity. In 2023, the Foundation awarded funds to local organizations to support initiatives that focus on Economic Equity and Justice and Mental Health and Wellness for Black, Indigenous people of color in the St. Petersburg community. All funded work targets the three zip codes of the South St. Petersburg Community Redevelopment Area (33705, 33711, 33712), and falls under the categories of capacity building, professional development/training, programmatic operations, and multi-sector collaboration.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Ishares Short-term Corporate Bond$20,143,589$20,143,589
TIAA-CREF Core Impact Bond Fund$13,959,106$13,959,106
Eaton Vance Income Fund of Boston$7,976,622$7,976,622
Federated Hermes High Yield Bond Fund$7,991,797$7,991,797
TCW Met West Unconstrained Bond Fund$39,057$39,057
Aristotle Floating Rate Income Fund$31,487$31,487

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Aperio: Custom (S&P 500)$61,226,090$61,226,090
Aperio: Custom (MSCI EAFE)$12,437,159$12,437,159
FTSE Developed All Cap EX US Index Fund (Vanguard)$6,089,239$6,089,239
William Blair: Non-US Equity (SMA)$6,082,522$6,082,522
Nuveen: Small Cap Value$5,194,040$5,194,040
Granite: Small/Mid Cap Core$4,984,489$4,984,489
RBC Emerging Markets Equity Fund$2,953,582$2,953,582

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Private Credit Managers IV Offshore LPFMV$2,204,715$2,204,715
Vintage IX B Offshore SCSPFMV$672,006$672,006
Certificate of DepositAT COST$100,000$100,000
Black Equity Opportunities Offshore SCSP/E&F Priv Eq Mgr 2022 2023 OffshoreFMV$32,520$32,520

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$124,906LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$124,906DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Right to Use Asset - Operating Lease$1,365,035$1,161,700$1,161,700
Recoverable Grant Receivable - Loan Funds$682,975$662,413$662,413
Income Tax Refunds and Credits Receivable (net)$200,000$163,161$163,161
Investment in Spark Plug$100,000$100,000$100,000
Security Deposit$18,077$18,077$18,077
Other Receivable$802$28,993$28,993

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Technology$371,374$15,521$0$355,854
Direct Community Investment$363,300$3,700$0$359,600
Marketing and Communications$280,751$0$0$280,751
Other Administrative Expenses$123,438$12,115$0$111,323
Office Operations$55,275$4,148$0$51,128

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGain from discontinued operationsDesc
Revenue And Expenses Per Books$7,402RevenueAndExpensesPerBooksAmt
Adjusted Net Income$7,402AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gain on InvestmentsDesc
Amt$18,350,641Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Lease Liability$1,521,737$1,305,837
Professional/General Claims$152,570$147,650

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other Professional Fees$1,017,310$65,132$0$952,178
Investment Management$535,045$552,399$0$0
Investment Expenses - Sparkplug Portfolio Investments$0$1,549$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$33,311$0$0$0
Foreign Taxes from Investments$0$68,207$0$0