CASPER-ADAMS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CASPER-ADAMS FOUNDATION (EIN 88-6460733)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349104650
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:00:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 886460733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Casper-Adams Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CASP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Allison Adams | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,258,972 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $786,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $786,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $347,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,985,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $347,310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,210,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,210,988 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $105,253 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,253 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $38,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $38,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $819,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $819,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $978,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $858,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,105,735 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,049,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $381,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $381,278 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,779 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,192 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,779 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,779 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,013,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,946,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,229,395 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,373,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,340,436 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,643,520 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,441,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,673,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,258,972 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,441,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,673,357 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,441,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,673,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,441,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,673,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,441,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,262 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,673,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,673,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,985,801 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,638,491 | CostOrOtherBasisAmt |
| Gain Or Loss | $347,310 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $347,310 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $347,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,370 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,370 | SubtotalAmt |
| Tax Based On Investment Income | $15,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $14,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,289 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Allison Casper Adams | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Blake Joseph Casper | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raymond James | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 CARILLON PKWY | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $105,253 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,331,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,456,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,787,762 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,787,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,520,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $876,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $876,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,370 | TotalTaxAmt |
| Distributable Before Adj | $860,677 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $860,677 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $860,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $858,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $858,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $860,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,055 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $858,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,055 | AppliedToYear1Amt |
| Applied To Current Year | $831,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $29,359 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Allison Casper Adams | ContributingManagerNm |
| Contributing Manager | Blake Joseph Casper | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1VOICE FOUNDATION INC | |||||||
| 1935 CAMP FLORIDA RD | BRANDON | FL | 33510 | N/A | PC | Lemon Drop The Mic | $1,600 |
| ACADEMY OF THE HOLY NAMES OF FLORIDA INC | |||||||
| 3319 BAYSHORE BLVD | TAMPA | FL | 33629 | N/A | PC | Academy Ascending campaign | $100,000 |
| CHISELERS INC | |||||||
| PO BOX 18633 | TAMPA | FL | 33679 | N/A | SO III FI | Charitable Event | $5,000 |
| GASPARILLA FESTIVAL OF THE ARTS INC | |||||||
| PO BOX 10591 | TAMPA | FL | 33679 | N/A | PC | 2025 GFA Artist Award Benefactor Sponsorship Fund | $5,000 |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE | |||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | 2025 Magnolia Ball | $10,000 |
| JUNIOR ACHIEVEMENT OF TAMPA BAY | |||||||
| 13707 N 22ND ST | TAMPA | FL | 33613 | N/A | PC | 3DE School Benefactor and Sponsor Fund at Hillsborough high school 2025-2026 school year | $50,000 |
| JUNIOR ACHIEVEMENT OF TAMPA BAY | |||||||
| 13707 N 22ND ST | TAMPA | FL | 33613 | N/A | PC | General & Unrestricted | $15,750 |
| SKILLS CENTER INC | |||||||
| 5107 N 22ND ST | TAMPA | FL | 33610 | N/A | PC | Capital Campaign | $15,000 |
| TAMPA BAY HISTORY CENTER INC | |||||||
| 801 WATER ST | TAMPA | FL | 33602 | N/A | PC | General & Unrestricted | $10,000 |
| TAMPA BAY HISTORY CENTER INC | |||||||
| 801 WATER ST | TAMPA | FL | 33602 | N/A | PC | General & Unrestricted | $10,000 |
| TAMPA BAY PERFORMING ARTS CENTER | |||||||
| 1010 N WC MACINNES PL | TAMPA | FL | 33602 | N/A | PC | General & Unrestricted | $250,000 |
| TAMPA MUSEUM OF ART INC | |||||||
| 120 W GASPARILLA PLZ | TAMPA | FL | 33602 | N/A | PC | 2025 Pride & Passion Event | $2,500 |
| TAMPA MUSEUM OF ART INC | |||||||
| 120 W GASPARILLA PLZ | TAMPA | FL | 33602 | N/A | PC | Balmain City 2025 | $10,000 |
| TAMPA MUSEUM OF ART INC | |||||||
| 120 W GASPARILLA PLZ | TAMPA | FL | 33602 | N/A | PC | 2025 Pavilion Fund | $25,000 |
| TAMPA MUSEUM OF ART INC | |||||||
| 120 W GASPARILLA PLZ | TAMPA | FL | 33602 | N/A | PC | Centennial Campaign | $300,000 |
| TAMPA MUSEUM OF ART INC | |||||||
| 120 W GASPARILLA PLZ | TAMPA | FL | 33602 | N/A | PC | Pavilion Fund | $5,000 |
| TAMPA THEATRE INC | |||||||
| 711 FRANKLIN ST | TAMPA | FL | 33602 | N/A | PC | Winefest 2025 Fund | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $819,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,486 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $786,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $347,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,210,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,210,988 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATT INC - 3.800% - 02/15/2027 | $245,405 | $249,540 |
| BARCLAYS BANK PLC - 0.000% - 0 | $250,000 | $243,950 |
| BARCLAYS BANK PLC - 0.000% - 1 | $1,399,999 | $1,413,581 |
| BNP PARIBAS 4Y U.S EQUITY CONT | $999,999 | $1,044,701 |
| BROOKFIELD FIN INC - 3.900% - | $216,146 | $219,323 |
| CANADIAN PAC RY CO - 1.750% - | $229,753 | $245,131 |
| CITIGROUP - 3.700% - 01/12/202 | $237,978 | $249,970 |
| CUBESMART LP - 3.130% - 09/01/ | $239,710 | $248,362 |
| CVS HEALTH CORP - 5.000% - 02/ | $247,810 | $250,095 |
| D R HORTON INC - 1.400% - 10/1 | $370,428 | $382,864 |
| DARDEN RESTAURANTS INC NOTE M/ | $244,538 | $249,375 |
| DUKE ENERGY CORP - 4.850% - 01 | $273,083 | $277,586 |
| EBAY INC - 1.400% - 05/10/2026 | $253,688 | $272,426 |
| ELEVANCE HEALTH INC. NTS - 4.9 | $204,520 | $204,372 |
| ENBRIDGE INC - 1.600% - 10/04/ | $229,163 | $245,495 |
| EQUIFAX INC - 3.250% - 06/01/2 | $239,233 | $248,844 |
| EXTRA SPACE STORAGE LP - 2.200 | $97,606 | $99,644 |
| GE HEALTHCARE TECHNOLOGIES INC | $411,071 | $411,859 |
| GENUINE PARTS CO - 1.875% - 11 | $237,014 | $237,447 |
| HEWLETT PACKARD ENTERPRISE CO | $248,976 | $247,797 |
| HP INC NOTE - 3.000% - 06/17/2 | $386,716 | $393,856 |
| JEFFERIES FINANCIAL GROUP INC | $250,000 | $256,400 |
| JP MORGAN CHASE - 0.000% - 08/ | $1,499,999 | $1,570,201 |
| LOWES COS INC NOTE - 3.350% - | $242,495 | $248,228 |
| MARRIOTT INTL INC - 4.500% - 1 | $397,032 | $401,280 |
| MORGAN STANLEY - 6.250% - 08/0 | $275,673 | $273,643 |
| MOTOROLA SOLUTIONS INC - 2.300 | $359,908 | $363,454 |
| ONEOK INC - 4.000% - 07/13/202 | $395,680 | $399,588 |
| OREILLY AUTO - 5.750% - 11/20/ | $252,765 | $253,379 |
| OREILLY AUTOMOTIVE INC NOTE - | $391,952 | $397,741 |
| PHILLIPS 66 CO - 4.950% - 12/0 | $405,180 | $406,477 |
| PULTEGROUP INC - 5.500% - 03/0 | $249,598 | $250,153 |
| REALTY INCOME CORP NOTE - 3.95 | $395,556 | $400,096 |
| SYSCO - 3.300% - 07/15/2026 | $239,978 | $249,122 |
| TEXTRON INC - 3.650% - 03/15/2 | $243,723 | $248,762 |
| WELLS FARGO & CO - 3.000% - 04 | $238,485 | $249,314 |
| WEYERHAEUSER CO DEB - 7.375% - | $239,576 | $239,464 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COINBASE GLOBAL | $200,035 | $166,213 |
| DELAWARE SMALL CAP CORE FUND I | $413,107 | $412,975 |
| GOLDMAN SACHS GQG PARTNERS INT | $355,920 | $365,523 |
| GQG PARTNERS EMERGING MARKETS | $160,959 | $164,745 |
| SPDR GOLD SHARES | $149,742 | $159,317 |
| TOUCHSTONE MID CAP FUND CLASS | $519,588 | $520,460 |
| VANGUARD S&P 500 ETF | $2,147,513 | $2,440,162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $37,814 | $37,814 |
| Postage/Delivery Service | $709 | $709 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $105,253 | Amt |
| Net Investment Income | $105,253 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $14,100 |
| 990-PF Extension for 2024 | $1,000 |