LIFES REQUITE INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LIFES REQUITE INC (EIN 59-3446719)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-19
- IRS object ID
- 202611399349100111
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-19T09:58:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 W KENNEDY BLVD SUITE 610 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | 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 | 593446719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE'S REQUITE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 7278982200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 4TH STREET N 201 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS A SANSONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7278982200 | PhoneNum |
| Signature | 2026-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOMISLAV LONCAR | PreparerPersonNm |
| PTIN | P00224197 | PTIN |
| Phone | 8134910001 | PhoneNum |
| Preparation | 2026-05-19 | PreparationDt |
| 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 | $81,513,391 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $205,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,779,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,139,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,779,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,986,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,986,035 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,730,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,730,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,761,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,730,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $224,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,983,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,501,729 | CashBOYAmt |
| Cash EOY | $4,140,504 | CashEOYAmt |
| Cash EOYFMV | $4,140,504 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,803,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,389,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,372,887 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,305,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,529,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,513,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,305,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,529,802 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,305,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,529,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,305,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,529,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,305,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $224,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,529,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,529,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JABIL INC | 2001-07-06 | 2025-05-14 | $1,686,782 | $211,300 | $1,475,482 | $1,475,482 |
| JABIL INC | 2001-07-06 | 2025-06-23 | $1,452,410 | $147,910 | $1,304,500 | $1,304,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,779,982 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,973 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,973 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,500 | OverpaymentAmt |
| Applied To ES Tax | $11,500 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS A SANSONE | IndividualWithBooksNm |
| Phone | 7278982200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 4TH STREET N SUITE 201 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS A SANSONE | ||||||||
| 2201 4TH STREET N SUITE 201 | ST PETERSBURG | FL | 33704 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAURA A SANSONE SHAW | ||||||||
| 1099-31ST TERRACE NE | ST PETERSBURG | FL | 33704 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFERY T SANSONE | ||||||||
| 3936 14TH WAY NE | ST PETERSBURG | FL | 33704 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHY UNRUH | ||||||||
| 2201 4TH STREET N SUITE 201 | ST PETERSBURG | FL | 33704 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,639,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,604,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,243,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,243,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,008,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,235,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,311,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,311,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,473 | TotalTaxAmt |
| Distributable Before Adj | $3,270,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,270,293 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,270,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,730,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,730,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,270,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $368,210 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,730,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $368,210 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,362,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $907,903 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS A SANSONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY PREP FOUNDATION INC | |||||||
| 2301 22ND AVENUE S | ST PETERSBURG | FL | 33712 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $800,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 212 3RD STREET N | ST PETERSBURG | FL | 33701 | CHURCH | PC | GENERAL SUPPORT | $150,000 |
| ACADEMY PREP OF ST PETERSBURG | |||||||
| 2301 22ND AVENUE S | ST PETERSBURG | FL | 33712 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $65,000 |
| CAT CAY RESTORATION AND PRESERVATION | |||||||
| 1050 LEE WAGENER BLVD 406 | FT LAUDERDALE | FL | 33315 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $20,000 |
| SHORECREST PREPARATORY SCHOOL | |||||||
| 5101 1ST STREET NE | ST PETERSBURG | FL | 33703 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $60,000 |
| WEDU | |||||||
| 1300 NORTH BOULEVARD | TAMPA | FL | 33607 | COMMON BOARD MEMBER | PC | GENERAL SUPPORT | $100,000 |
| THE DALI MUSEUM | |||||||
| 1 DALI BLVD | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| THE SALVATION ARMY | |||||||
| 5321 4TH ST N | ST PETERSBURG | FL | 33703 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $15,000 |
| ST JOHN'S IN THE WILDERNESS | |||||||
| 2175 1ST STREET | WHITE BEAR LAKE | MN | 55110 | CHURCH | PC | GENERAL SUPPORT | $10,000 |
| CAT TRAP FEVER | |||||||
| 650 VILLAGRANDE AVENUE SOUTH | ST PETERSBURG | FL | 33707 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $20,000 |
| THE JAMES MUSEUM | |||||||
| 150 CENTRAL AVE | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PF | GENERAL SUPPORT | $100,000 |
| YMCA OF ST PETERSBURG | |||||||
| 600 1ST AVENUE N 201 | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| MOREAN ARTS CENTER | |||||||
| 719 CENTRAL AVENUE | ST PETERSBURG | FL | 33776 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| MUSEUM OF FINE ARTS | |||||||
| 255 BEACH DRIVE NE | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $30,000 |
| FRIENDS OF JOSHUA HOUSE | |||||||
| 1515 MICHELIN CT | LUTZ | FL | 33549 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $50,000 |
| ADIRONDACK CENTER FOR LOON CONSERVATION | |||||||
| 75 MAIN STREET | SARANAC LAKE | NY | 12983 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $5,000 |
| HISTORIC SARANAC LAKE | |||||||
| 89 CHURCH ST 2 | SARANAC LAKE | NY | 12983 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $50,000 |
| LIFT ACADEMY | |||||||
| 13400 PARK BLVD N | ST PETERSBURG | FL | 33776 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| REGIONAL FOOD BANK NEW YORK | |||||||
| 965 ALBANY SHAKER RD | LATHAM | NY | 12110 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| FEEDING TAMPA BAY | |||||||
| 4702 TRANSPORT DRIVE | TAMPA | FL | 33605 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| ST PETERSBURG FREE CLINIC | |||||||
| 863 3RD AVENUE N | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| ST ANTHONY'S HOSPITAL FOUNDATION | |||||||
| 1200 7TH AVE N | ST PETERSBURG | FL | 33705 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $50,000 |
| STRAZ CENTER | |||||||
| 1010 N MACINNES PL | TAMPA | FL | 33602 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| ACADEMY PREP OF TAMPA | |||||||
| 2301 22ND AVENUE S | ST PETERSBURG | FL | 33712 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $30,000 |
| FRIENDS OF ALBERT WHITTED AIRPORT | |||||||
| 1 BEACH DRIVE SE 1811 | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | DOCUMENTARY SUPPORT | $105,000 |
| PALLADIUM AT ST PETERSBURG COLLEGE | |||||||
| 253 5TH AVE N | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| FRIENDS OF STRAYS | |||||||
| 2911 47TH AVENUE NORTH | ST PETERSBURG | FL | 33714 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| TAMPA BAY WATER KEEPERS | |||||||
| 260 1ST AVENUE SOUTH | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| NATIONAL FLIGHT ACADEMY | |||||||
| 1 FETTERMAN WAY | PENSACOLA | FL | 32508 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $30,600 |
| BASCOM PALMER OF THE PALM BEACHES | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| SMOKING SHIELDS FLORIDA INC | |||||||
| 2811 DUNCAN TREE CIRCLE | VALRICO | FL | 33594 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $10,000 |
| MAHAFFEY THEATER | |||||||
| 400 FIRST STREET SE | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $30,000 |
| INFINITE POTENTIAL LEARNING ACADEMY | |||||||
| 1900 12TH ST S | ST PETERSBURG | FL | 33705 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $110,000 |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| AMERICAN STAGE | |||||||
| 163 3RD ST N | ST PETERSBURG | FL | 33701 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $20,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | INDEPENDENT CHARITY | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,730,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,911 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,779,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,986,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,986,035 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,389,298 | EOYBookValueAmt |
| EOYFMV | $77,372,887 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $28,469 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |