2024-10-22T09:44:21-05:00 2023-12-31 621517792 PYA PC 100 North Tampa Street Ste 1850 Tampa FL 33602 990PF 2023-01-01 592592846 Foundation for a Healthy St Petersburg Inc FOUN 7278654650 2333 34th Street South St Petersburg FL 33711 Kanika Jelks-Tomalin President/CEO 7278654650 2024-09-30 1 1 Michelle Herrell P00111870 8134243700 2023 2024-10-15 13:58:12Z X 161224435 X 1022686 X 3959875 4034098 4034098 27904 40350842 45305 7402 0 7402 5017867 4079403 4041500 528986 52899 0 476087 1640855 164085 0 1476769 468552 46855 0 421697 124906 0 0 124906 46255 4625 0 41630 1552355 619080 0 952178 33311 68207 0 0 622976 0 0 606933 60693 0 546240 63007 6301 0 56706 1194138 35484 0 1158656 6882274 1058229 0 5254869 3328460 1028026 10210734 1058229 0 6282895 -5192867 3021174 4041500 1384004 1075052 1075052 2060428 2788177 2788177 179782 176013 179782 179782 217260 247323 247323 89619942 98967121 98967121 46754415 50141658 50141658 775028 3009241 3009241 5346256 2664519 3167738 2681737 2681737 2366889 2134344 2134344 146521717 161224435 161224435 724487 429817 799441 2859875 1674307 1453487 3198235 4743179 X 141299478 155078206 2024004 1403050 143323482 156481256 146521717 161224435 143323482 -5192867 18350641 156481256 0 156481256 Goldman Sachs Capital Gain Distributions P 10421 10421 Goldman Sachs 8618 P 2023-01-01 2023-06-30 1667841 1690803 -22962 -22962 Goldman Sachs 8618 P 2021-01-01 2023-01-01 2733511 2647790 85721 85721 Goldman Sachs 0887 P 2023-01-01 2023-06-30 917957 996096 -78139 -78139 Goldman Sachs 0887 P 2021-01-01 2023-01-01 1519649 1822337 -302688 -302688 Goldman Sachs 0895 P 2023-01-01 2023-06-30 4109843 3903709 206134 206134 Goldman Sachs 0895 P 2021-01-01 2023-01-01 574502 543557 30945 30945 Goldman Sachs 1232 P 2023-01-01 2023-06-30 1254617 1233794 20823 20823 Goldman Sachs 1232 P 2021-01-01 2023-01-01 689743 608582 81161 81161 Goldman Sachs 1323 P 2023-01-01 2023-06-30 2242468 2383708 -141240 -141240 Goldman Sachs 1323 P 2021-01-01 2023-01-01 1243923 976722 267201 267201 Goldman Sachs 0911 P 2023-01-01 2023-06-30 16422920 16611440 -188520 -188520 Goldman Sachs 0911 P 2021-01-01 2023-01-01 6973868 6897420 76448 76448 45305 -203904 41994 0 41994 0 41994 208486 0 0 0 208486 X 0 166492 166492 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 www.healthystpete.foundation Ricky Howell 7278654650 2333 34th Street South St Petersburg FL 33711 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Bridgette P Heller 2333 34th Street South St Petersburg FL 33711 Secretary - Beg. 7/1/23 1.00 0 0 0 Shameka Jones 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Joe Lugo 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Dr Kanika Tomalin 2333 34th Street South St Petersburg FL 33711 President/CEO 50.00 146833 10417 0 Carl Lavender 2333 34th Street South St Petersburg FL 33711 VP and Interim Co-CEO 50.00 150953 10046 0 Carol Martin Brown 2333 34th Street South St Petersburg FL 33711 Chief Financial and Admin. Officer 50.00 231200 29267 0 Stacy Conroy 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Marianne F Edmonds 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Michael C Funsch 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Sharon Gardner 2333 34th Street South St Petersburg FL 33711 Treasurer 1.00 0 0 0 Rev Kenneth F Irby 2333 34th Street South St Petersburg FL 33711 Vice Chair 1.00 0 0 0 Emery M Ivery 2333 34th Street South St Petersburg FL 33711 Secretary - End 6/30/23 1.00 0 0 0 Kelly M Kirschner 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Donna J Petersen Sc D MHS 2333 34th Street South St Petersburg FL 33711 Chair 1.00 0 0 0 Kevin Sneed FNAP FNAPHA 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Lorna L Taylor 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Nichelle Threadgill MD 2333 34th Street South St Petersburg FL 33711 Trustee 1.00 0 0 0 Marcus Brooks 2333 34th Street South St Petersburg FL 33711 Exec Director Ctr fo 40.00 152999 15930 0 Julie Rocco 2333 34th Street South St Petersburg FL 33711 Director of Grants M 40.00 134015 18197 0 Belinda Childs 2333 34th Street South St Petersburg FL 33711 Controller 40.00 120909 15765 0 Lisa Brody 2333 34th Street South St Petersburg FL 33711 Chief Strategy Offic 40.00 120237 13278 0 Lisa Yacso 2333 34th Street South St Petersburg FL 33711 Administration and O 40.00 118958 11309 0 10 Roundhouse Creative Inc PO Box 15938 St Petersburg FL 33733 Communications Services 171506 The BIG Security Group LLC 4905 - 34th Street South178 St Petersburg FL 33711 Security Services 135222 TuckerHall Inc 1308 E 7th Avenue Tampa FL 33605 Communications Services 132465 Trenam Law PO Box 1102 Tampa FL 336011102 Legal Services 129726 Cvent Inc 1765 Greensboro Station Place Tysons Corner VA 22102 Consulting and Software Services 120025 12 Center for Health Equity - See statement 17 2122300 Strategic Initiatives - See statement 17 1058703 Grants Management - See statement 17 834574 0 144234877 3201440 91058 147527375 0 147650 147379725 2210696 145169029 7258451 7258451 41994 41994 7216457 0 7216457 0 7216457 6282895 0 6282895 7216457 0 0 1162467 7324075 3800276 1030078 143103 13459999 6282895 0 0 0 6282895 0 933562 933562 12526437 0 0 0 0 0 0 228905 12297532 7324075 3800276 1030078 143103 Foundation for a Healthy St Petersb 2333 34th Street South St Peterburg FL 33711 7278654650 info@healthystpete.foundation In 2023, the Foundation used a Request for Proposal (RFP) process whereby grant applications were accepted within a specified timeframe and completed by applicants using an online grants portal. The portal may be found at https://healthystpete.foundation/. A limited number of grant awards may be issued during the year outside of the Foundation's RFP process. In 2024, the Foundation continued to use a Request for Proposal (RFP) process whereby grant applications will be accepted within a specified timeframe and completed by applicants using an online grants portal. Similar to 2023, a limited number of grant awards may be issued during the year outside of the Foundation's RFP process. In 2023 and 2024, deadlines vary according to grant type. All grants must align with the Foundation's mission to achieve health equity via the advancement of racial equity to achieve racially equitable health outcomes. More information regarding our mission may be found at https://healthystpete.foundation/. Advantage Village Academy Inc 833 22nd Street South St Petersburg FL 33712 501(c)3 Public Chari General operating support 15000 Bay Area Legal Services Inc 4948 Central Avenue St Petersburg FL 33707 501(c)3 Public Chari Measuring and addressing pandemic impact on marginalized communities in regards to accessing legal services through client community listening and subsequent fellowship. 80000 Community Foundation of Tampa Bay Inc 4300 W Cypress Street Tampa FL 33607 501(c)3 Public Chari To create equitable digital access to all residents in St. Petersburg and broader Pinellas County via Digital Inclusion St Petersburg. 67500 Council on Foundations 1255 23rd St NW Suite 200 Washington DC 20037 501(c)3 Public Chari General operating support for Council on Foundations 10000 Dr Carter G Woodson African American Museum Inc 2240 9th Ave S St Petersburg FL 33712 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. 47500 Florida Philanthropic Network 12157 W Linebaugh Ave Tampa FL 33626 501(c)3 Public Chari General operating support for the Florida Philanthropic Network to enhance philanthropic practices in the local region. 25000 Florida Philanthropic Network 12157 W Linebaugh Ave Tampa FL 33626 501(c)3 Public Chari general operating support 8000 Grantmakers for Effective Organizations 1310 L Street NW Washington DC 20005 501(c)3 Public Chari General operating support 2500 Grantmakers in Health 1100 Connecticut Avenue NW Suite 1100 Washington DC DC 20036 501(c)3 Public Chari General operating support 13900 In Touch With Communities Around the World Inc DBA Arts Conservatory for T 8626 Miramar Trrace Circle Tampa FL 33637 501(c)3 Public Chari To accelerate racial equity via support for the creation of an affinity space for Black males to converse, convene, and celebrate. 1500 League of Women Voters of the St Petersburg Area Inc 2335 22nd Ave S St Petersburg FL 33712 501(c)4 Civic League To accelerate race equity via implementation of an equitable community-based food system supported by the St. Pete Food Policy Council. -34210 PEAK Grantmaking 1701 Pennsylvania Ave NW Washington DC 20006 501(c)3 Public Chari General operating support 1500 Philanthropy Southeast (previously Southeastern Council of Foundations) 100 Peachtree Street Atlanta GA 30303 501(c)3 Public Chari To provide general operating support for Philanthropy Southeast to enhance philanthropic practices. 9270 Pinellas Community Foundation 17755 US Hwy 19 N Ste 150 Clearwater FL 33764 501(c)3 Public Chari General operating grant 10000 Pinellas County Urban League Inc 333 31st Street North St Petersburg FL 33713 501(c)3 Public Chari To influence systems change by addressing environmental justice and improvements to natural and built environment in the Childs Park Neighborhood via the engagement of community environmental champions including residents and businesses. 8250 Pinellas Education Foundation 12090 Starkey Road Largo FL 33773 501(c)3 Public Chari FHSP and PEF embarked on a strategic partnership to further equitable educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action. 237500 Pinellas Opportunity Council Inc 501 1st Avenue N St Petersburg FL 33701 501(c)3 Public Chari To support black male affinity to elevate their influence in systems change, locally. 50000 Stetson University 1401 61st Street South Gulfport FL 33707 501(c)3 Public Chari Accelerate racial equity via civic awareness and engagement of BIPOC (Black, Indigenous, or a Person of Color) youth. 1316 Suncoast Center Inc PO Box 10970 St Petersburg FL 33711 501(c)3 Public Chari Continuation of the Wellness Connection initiative that supports behavioral health in Pinellas County. 58250 Supportive Equity Connections of Tampa Bay 1601 16th Street South St Petersburg FL 33705 501(c)3 Public Chari Have Supportive Equity Connections contract with grant writers as well as identify capacity-building needs of organizations that FHSP may be able to offer additional supports to in 2023. 2500 Supportive Equity Connections of Tampa Bay 1601 16th Street South St Petersburg FL 33705 501(c)3 Public Chari To support a just and prosperous economy via capacity building for BIPOC businesses. 26250 Supportive Equity Connections of Tampa Bay 1601 16th Street South St Petersburg FL 33705 501(c)3 Public Chari To support economic equity and justice via the promotion of the significance of Juneteenth and local efforts to acknowledge and celebrate it. 15000 Tampa Bay Network to End Hunger Inc 4532 W Kennedy Blvd Suite 252 Tampa FL 33609 501(c)3 Public Chari To support St Pete Food Policy Council in their efforts to create an equitable community-based food system. 5750 The Henry J Kaiser Family Foundation 185 Berry St 2000 San Francisco CA 941071704 501(c)3 Public Chari To support equity in journalism via a partnership between KFF and Tampa Bay Times. 142500 Times Publishing Company 490 1st Ave S St Petersburg FL 33701 Business: For Profit To accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism. 76250 University of South Florida Research Foundation Inc 3802 Spectrum Blvd Suite 100 Tampa FL 33612 501(c)3 Public Chari To influence systems change via support for planning efforts that will explore and implement a Truth, Racial Healing, and Transformation Campus Center comprised of a consortium of four local higher education institutions. 2500 University of South Florida Research Foundation Inc 3802 Spectrum Blvd Suite 100 Tampa FL 33612 501(c)3 Public Chari To accelerate racial equity by evaluating Community Assistance and Life Liaison which provides a therapeutic, wrap-around response to emergency calls to SPPD with the goal of reducing police involvement with non-violent, non-criminal calls. 2000 University of South Florida Research Foundation Inc 3802 Spectrum Blvd Suite 100 Tampa FL 33612 501(c)3 Public Chari To address BIPOC mental health and well being via race equity evaluation of the Community Assistance and Life Liaison (CALL). 47500 Your Real Stories Inc 4465 Trout Dr SE St Petersburg FL 33705 501(c)3 Public Chari To support equity in the arts by addressing BIPOC Mental Health & Wellbeing and a Just & Prosperous Economy. 95000 1028026 A Healthy Dose Foundation Inc 6812 22nd Avenue North St Petersburg FL 33710 To support Mental Health and Wellness for BIPOC capacity-building via educational training of pharmacists and student pharmacists and the deployment of pharmacy-led services in the BIPOC community. 10000 Cultivate the Creative 193 38th Ave SE St Petersburg FL 33705 501(c)3 Public Chari To support Economic Equity and Justice capacity-building via the enhancement of a mentorship program. 10000 Cultivate the Creative 193 38th Ave SE St Petersburg FL 33705 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC capacity-building via the creation of an expressive arts therapy program. 10000 Dr Carter G Woodson African American Museum Inc 2240 9th Ave S St Petersburg FL 33712 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. 100000 Empowered Parents 1600 14th St N St Petersburg FL 33704 To support Mental Health and Wellness for BIPOC capacity-building via the creation of curriculum that will support active parental engagement of fathers. 10000 Golden Generations Inc 2920 Pallanza Dr South St Petersburg FL 33705 501(c)3 Public Chari To support Economic Equity and Justice via the expansion of wrap-around services that support young adults transitioning out of foster care. 250000 Healthy Start Coalition of Pinellas Inc 4000 Gateway Centre Blvd Pinellas Park FL 33782 501(c)3 Public Chari To support Economic Equity and Justice via the creation of a Doula Network in Pinellas County. 500000 James B Sanderlin Family Service Center Inc 2335 22nd Ave South St Petersburg FL 33712 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC youth and families via the implementation of early education and literacy VPK classrooms and wraparound services for families. 82499 Mind the Gap Together 4810 12th Avenue South St Petersburg FL 33711 To support Mental Health and Wellness for BIPOC capacity-building via enhancement of additional programmatic supports. 10000 One Community Grocery Co-op 2420 13TH ST SO St Petersburg FL 33705 To support Economic Equity and Justice capacity-building via the inclusion of innovative outreach strategies that support increased membership. 10000 Pinellas County Urban League Inc 333 31st Street North St Petersburg FL 33713 501(c)3 Public Chari To support Economic Equity and Justice via the expansion of the Equity Focused Entrepreneurial Ecosystem (E3) that provides business navigation, convenings, and broad-based learning. 500000 Pinellas Education Foundation 12090 Starkey Road Largo FL 33773 501(c)3 Public Chari FHSP and PEF embarked on a strategic partnership to further equitable educational outcomes, boost education quality for all Pinellas County students, and have a baseline of data through research reports to take action. 12500 SailFuture 2900 68th Ave S St Petersburg FL 33712 501(c)3 Public Chari To support Economic Equity and Justice via the expansion of education and career pathway programs for young adults served in a nontraditional educational ecosystem. 250000 Seniors in Service of Tampa Bay Inc 1306 W Sligh Ave Tampa FL 33604 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the expansion of the Foster Grandparents program serving K-5 grade youth who are struggling at school. 249524 She Wins Totally Inc 2154 9th Avenue S St Petersburg FL 33712 To support Economic Equity and Justice capacity-building to expand programming for BIPOC women experiencing financial hardship due to interactions with the criminal justice system. 10000 Sickle Cell Disease Association of America St Petersburg Chapter Inc 1344 22nd Street South St Petersburg FL 33712 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the expansion of Sickle Cell disease outreach and education. 60000 Speakeasy Media Foundation 2335 - 22nd Ave South Suite 16 17 St Petersburg FL 33712 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the expansion of meditation, yoga, and other mental health activities into schools and neighborhood centers. 112303 St Anthony's Hospital 1200 7th Avenue N St Petersburg FL 33705 501(c)3 Public Chari To support deepening the impact of culturally responsive initiatives with an emphasis on racial equity to achieve health equity. 50000 Supportive Equity Connections of Tampa Bay 1601 16th Street South St Petersburg FL 33705 501(c)3 Public Chari To support Economic Equity and Justice via access for South St. Pete vendors to operate in a retail business incubator space. 250000 The Modern Griot Corporation 4905 34th St S St Petersburg FL 33711 501(c)3 Public Chari To support Economic Equity and Justice capacity-building via expansion of financial literacy for youth entrepreneurs and their parents. 10000 The Rise and Thrive Foundation 2310 18th Ave S StPetersburg FL 33712 To support Economic Equity and Justice capacity-building via development of financial literacy training materials for youth and parents. 10000 The Shirley Proctor Puller Foundation Inc 4133 Cortez Way South St Petersburg FL 33712 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC via the provision of mental health services for BIPOC youth and parents and professional development for mental health professionals. 295674 The Wright Group Unlimited Inc 3020 Ponce de Leon Way South St Petersburg FL 33712 501(c)3 Public Chari To support Mental Health and Wellness for BIPOC capacity-building via the expansion of partnerships that will increase the ability of the FAITH Works program to provide food and mental health services. 10000 2812500 14 3959875 18 45305 Gain from discontinued operations 7402 0 4012582 0 4012582 0 0 0 0 0 0 0 0 0 0 Accounting Fees 46255 4625 0 41630 Times Publishing Company 490 1st Ave S St Petersburg FL 33701 2022-12-14 76250 To accelerate racial equity via support of local journalism efforts that are focused on race and systemic racism. 76250 To the knowledge of the grantor, there have been no diversions. 02/24/23 2023-02-24 Dollars have been used for a charitable purpose as intended in the grant agreement. Compensation Paid to a Disqualified Person Part VII-B Line 1a(4) Foundation for a Healthy St. Peterburg paid reasonable compensation to the following individuals for their service to the organization:- Dr. Kanika Tomalin, President & CEO - Carol Martin Brown, Chief Financial and Administrative Officer- Carl Lavender, VP and Interim Co-CEO Summary of Direct Charitable Activities Part VIII-A 1 - Center for Health Equity $2,122,300The Foundation seeks to magnify impact in achieving its mission through its Center for Health Equity. The Center is a 24,500-square-foot public-facing facility that fosters an environment where people can learn, connect, and create in order to advance health and racial equity. The health of our community from our individual wellness to the strength and resiliency of our city is deeply dependent on a complex compound of systems that span sectors and communities. Embedded within many of these systems are marginalizing policies and practices that bear an inordinate burden of oppression on people of color. Disparate outcomes, borne of inequities in the social determinants that shape them, too often result. A healthier, more equitable future requires the convening of people with diverse lived experiences, backgrounds and perspectives. This must be done in a way that provides the space, support, and resources to foster intentional equity, collaboration and the inclusive shaping of shared goals that re-engineer the systems that guide our lives.2 - Strategic Initiatives $1,058,703Through its strategic initiatives, the Foundation leads, scales, and supports cross-sector work designed to change systems through collaboration. This involves identifying gaps and opportunities, leveraging relationships to maximize impact, and providing structure and resources to support multi-sector partnerships. Informed by deep community listening and research, this work complements the Foundation's 2023 and 2024 priority focus areas of Economic Equity and Justice and Mental Health and Wellness for Black, Indigenous, people of color. 3 - Grants Management $834,574The Foundation is one of the largest private-sector funders in St. Petersburg that supports community-driven work to advance health and racial equity. In 2023, the Foundation awarded funds to local organizations to support initiatives that focus on Economic Equity and Justice and Mental Health and Wellness for Black, Indigenous people of color in the St. Petersburg community. All funded work targets the three zip codes of the South St. Petersburg Community Redevelopment Area (33705, 33711, 33712), and falls under the categories of capacity building, professional development/training, programmatic operations, and multi-sector collaboration. Ishares Short-term Corporate Bond 20143589 20143589 TIAA-CREF Core Impact Bond Fund 13959106 13959106 Eaton Vance Income Fund of Boston 7976622 7976622 Federated Hermes High Yield Bond Fund 7991797 7991797 TCW Met West Unconstrained Bond Fund 39057 39057 Aristotle Floating Rate Income Fund 31487 31487 Aperio: Custom (S&P 500) 61226090 61226090 Aperio: Custom (MSCI EAFE) 12437159 12437159 FTSE Developed All Cap EX US Index Fund (Vanguard) 6089239 6089239 William Blair: Non-US Equity (SMA) 6082522 6082522 Nuveen: Small Cap Value 5194040 5194040 Granite: Small/Mid Cap Core 4984489 4984489 RBC Emerging Markets Equity Fund 2953582 2953582 Private Credit Managers IV Offshore LP FMV 2204715 2204715 Vintage IX B Offshore SCSP FMV 672006 672006 Certificate of Deposit AT COST 100000 100000 Black Equity Opportunities Offshore SCSP/E&F Priv Eq Mgr 2022 2023 Offshore FMV 32520 32520 Legal Fees 124906 0 0 124906 Right to Use Asset - Operating Lease 1365035 1161700 1161700 Recoverable Grant Receivable - Loan Funds 682975 662413 662413 Income Tax Refunds and Credits Receivable (net) 200000 163161 163161 Investment in Spark Plug 100000 100000 100000 Security Deposit 18077 18077 18077 Other Receivable 802 28993 28993 Technology 371374 15521 0 355854 Direct Community Investment 363300 3700 0 359600 Marketing and Communications 280751 0 0 280751 Other Administrative Expenses 123438 12115 0 111323 Office Operations 55275 4148 0 51128 Gain from discontinued operations 7402 7402 Unrealized Gain on Investments 18350641 Lease Liability 1521737 1305837 Professional/General Claims 152570 147650 Other Professional Fees 1017310 65132 0 952178 Investment Management 535045 552399 0 0 Investment Expenses - Sparkplug Portfolio Investments 0 1549 0 0 Federal Excise Tax 33311 0 0 0 Foreign Taxes from Investments 0 68207 0 0