GENSPIRATION FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GENSPIRATION FOUNDATION INC (EIN 81-5168277)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621329349100002
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T23:32:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 E MARKET ST STE 720 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44305 | 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 | 815168277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genspiration Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NOREEN SEGREST | InCareOfNm |
| Business Name Control | GENS | BusinessNameControlTxt |
| Phone | 8132278456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 18931 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33679 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOREEN SEGREST | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8132278456 | PhoneNum |
| Signature | 2026-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICKOLAS DAVIDSON | PreparerPersonNm |
| PTIN | P01879591 | PTIN |
| Phone | 3302555800 | PhoneNum |
| Preparation | 2026-03-16 | 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 | $41,152,133 | 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 | $6,159,621 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,112,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,112,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,103,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,809,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,103,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $268 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $268 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,376,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,216,715 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,505 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,195 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,911 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $737 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,175 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,649 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,649 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,771 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $777 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,994 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,823 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,190 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,399,133 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,399,133 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,663,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,481,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,713,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,072,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,828 | CashBOYAmt |
| Cash EOY | $16,780 | CashEOYAmt |
| Cash EOYFMV | $16,780 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,745,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,183,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,183,022 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,051,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,007,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,738,189 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,106,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,998,861 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,127,623 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,053,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,057,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,086,519 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,971,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,263,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,152,133 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,971,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,263,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,971,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,263,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,971,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,263,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,971,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,713,328 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,020 | OtherIncreasesAmt |
| Subtotal | $37,690,617 | SubtotalAmt |
| Other Decreases | $2,427,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,263,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,809,513 | $4,705,820 | $3,103,693 | $3,103,693 | |
| CAPITAL GAIN DIVIDENDS | $1 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,103,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,606 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $56,606 | SubtotalAmt |
| Tax Based On Investment Income | $56,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,618 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $38,618 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,988 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | genspirationfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOREEN SEGREST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132278456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18931 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33679 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GENSHAFT JUDY L | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM JOEL D | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| GREENBAUM STEVEN I | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| CAMPBELL AMELIA M | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| Greenbaum Bryan | ||||||||
| PO Box 18931 | TAMPA | FL | 33679 | BOARD OF DIRECTORS | 1.0 | $0 | $0 | $0 |
| SEGREST NOREEN | ||||||||
| PO BOX 18931 | TAMPA | FL | 33679 | CEO | 9.0 | $56,700 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Northern Trust Company | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Water Street Suite 900 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Invst Mgmt Fees | ServiceTypeTxt |
| Compensation | $109,116 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,159,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,192,128 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,192,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $512,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,679,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,683,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,683,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,606 | TotalTaxAmt |
| Distributable Before Adj | $1,627,356 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,627,356 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,627,356 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,481,336 | 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 | $1,481,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,627,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,095,472 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,481,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,095,472 | AppliedToYear1Amt |
| Applied To Current Year | $385,864 | 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 |
| Undistributed Income CY | $1,241,492 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| 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 | STEVE GREENBAUM JUDY GENSHAFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Instruments of Change | ||||||||
| 1306 Estatewood DR | Brandon | FL | 335102623 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $69,417 | |
| National Academy of Inventors | ||||||||
| 3702 Spectrum Boulevard Suite 165 | Tampa | FL | 33612 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $199,056 | |
| Tampa Hillsborough Economic Development Corp | ||||||||
| 101 E Kennedy Blvd 2000 | Tampa | FL | 33602 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $200,000 | |
| Tampa Bay InnovationHub (Embarc) | ||||||||
| 802 E Whiting St | Tampa | FL | 336024136 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $175,000 | |
| Genshaft Greenbaum Honors Foreign Explorer Program | ||||||||
| University of South Florida | Tampa | FL | 33620 | NONE | PC | NONE | $150,000 | 4202 E Fowler Avenue HON 1001 |
| The University of South Florida Foundation BRAG | ||||||||
| 4202 E Fowler Ave | Tampa | FL | 33620 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $50,000 | |
| Tampa General Hospital Foundation Incc | ||||||||
| PO Box 1289 | Tampa | FL | 336011289 | none | SO III FI | GENERAL OPERATIONAL EXPENSES | $115,660 | |
| Southeastern Guide Dogs Inc | ||||||||
| 4210 77th Street East | Palmetto | FL | 34221 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $50,000 | |
| Brain & Behavior Research Foundation | ||||||||
| NARSAD Grants | New York | NY | 10017 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $140,000 | 747 Third Avenue 33rd Floor |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATIONAL EXPENSES | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,399,133 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,112,753 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,103,694 | 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 | $4,216,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,216,715 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Steve Greenbaum Judy Genshaft | |||||||
| 1 | 2103 Bayshore Blvd Unit 2001 | Tampa | FL | 33606 | $4,179,621 | Yes (X) | Yes (X) |
| Steve Greenbaum Judy Genshaft | |||||||
| 2 | 2103 Bayshore Blvd Unit 2001 | Tampa | FL | 33606 | $1,980,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 281 shares of ABBVIE Inc | $54,100 | 2025-02-06 |
| 1 | 213 shares of Berkshire Hathaway Inc | $101,311 | 2025-02-06 |
| 1 | 636 shares of Exxon Mobil Corp | $69,653 | 2025-02-06 |
| 1 | 200 shares of Home Depot Inc | $83,079 | 2025-02-06 |
| 1 | 520 shares of Oracle Corp | $90,277 | 2025-02-06 |
| 1 | 215 shares of Visa Inc-Class A | $74,954 | 2025-02-06 |
| 1 | 1,035 shares of Walmart Inc | $106,067 | 2025-02-06 |
| 1 | 72,775 shares of Vanguard Tax-Managed Balanced Fund | $3,600,179 | 2025-12-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,771 | Amt |
| Net Investment Income | $777 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,994 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (88 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFO BLACKROCK FDS V | $1,531,415 | $1,531,239 |
| MFO PIMCO FDS PAC | $934,497 | $959,865 |
| MFC SHARES TR INVT | $491,514 | $495,115 |
| ANALOG DEVICES INC | $0 | $0 |
| CATERPILLAR FINL SCVS CORP | $0 | $0 |
| COLGATE-PALMOLIVE | $0 | $0 |
| COMCAST CORP NEW | $0 | $0 |
| DEERE JOHN CAP CORP | $0 | $0 |
| DISNEY WALT CO SR NT | $0 | $0 |
| EMERSON ELEC CO | $0 | $0 |
| PACCAR FINL CORP | $0 | $0 |
| VISA INC | $0 | $0 |
| ALLSTATE CORP | $48,057 | $49,735 |
| APPLE INC | $48,680 | $49,950 |
| BERKSHIRE HATAHAWAY INC DEL | $48,471 | $49,919 |
| CHUBB INAD HOLDINGS INC | $48,493 | $49,907 |
| JPMORGAN CHASE & CO | $0 | $0 |
| WELLS FARGO & CO | $0 | $0 |
| COCA COLA CO | $58,202 | $59,827 |
| COSTCO WHOLESALE CORP | $48,065 | $49,642 |
| GENERAL DYNAMICS CORP | $48,372 | $49,894 |
| GOLDMAN SACHS GROUP INC | $48,615 | $50,080 |
| MASTERCARD INC | $48,349 | $49,749 |
| NSTAR ELEC CO | $47,575 | $49,533 |
| PAYPAL HOLDINGS INC | $48,836 | $50,102 |
| QUALCOMM INC | $47,998 | $49,730 |
| TOYOTA MOTOR CREDIT CORP | $50,010 | $50,629 |
| UNITEDHEALTH GROUP INC | $48,502 | $49,807 |
| VIRGINIA ELEC & PWR CO | $48,462 | $49,909 |
| BANK AMER CORP | $48,057 | $50,205 |
| BANK NEW YORK MELLON CORP | $48,309 | $50,025 |
| BP CAP MKTS AMER INC | $48,793 | $50,342 |
| BRISTOL MYERS SQUIBB CO | $25,470 | $26,058 |
| FLORIDA PWR & LT CO | $59,316 | $60,768 |
| INTUIT INC | $60,038 | $61,912 |
| MORGAN STANLEY | $48,011 | $50,119 |
| PEPSICO INC | $48,492 | $49,904 |
| TRUIST FINL CORP | $48,374 | $50,133 |
| AMAZON COM INC | $60,256 | $61,635 |
| AMERICAN EXPRESS CO | $47,940 | $50,174 |
| BAKER HUGHES LLC | $43,885 | $48,276 |
| HONEYWELL INTERNATIONAL INC | $58,749 | $60,452 |
| INTERCONTINENTAL EXCHANGE INC | $48,626 | $50,555 |
| PFIZER INC | $47,620 | $49,443 |
| AMERICAN HONDA FINANCE | $60,984 | $63,816 |
| EXXON MOBIL CORP | $47,005 | $48,954 |
| INTEL CORP | $47,573 | $49,050 |
| PROCTER & GAMBLE CO | $46,258 | $48,242 |
| SCHWAB CHARLES CORP NEW | $50,038 | $51,118 |
| AMERIPRISE FINL INC | $49,007 | $50,501 |
| PUBLIC SERVICE COLORADO | $48,242 | $49,044 |
| TARGET CORP | $49,491 | $50,566 |
| WALMART INC | $49,283 | $50,383 |
| BLACKROCK INC | $59,181 | $61,489 |
| CONOCOPHILLIPS CO | $59,236 | $61,815 |
| ELI LILLY AND CO | $60,854 | $61,375 |
| META PLATFORMS INC | $60,138 | $61,866 |
| PHILIP MORRIS INTL INC | $59,710 | $62,846 |
| STATE STR CORP | $48,452 | $49,843 |
| CISCO SYS INC | $60,545 | $61,862 |
| ESTEE LAUDER COMPANIES INC | $58,394 | $60,988 |
| NOVARTIS CAP CORP | $0 | $0 |
| WESTPAC BKG CORP NT | $0 | $0 |
| BANK MONTREAL QUE | $0 | $0 |
| BANK OF NOVA SCOTIA | $72,236 | $72,114 |
| CANADIAN NATL RY CO | $47,508 | $49,903 |
| CANADIAN IMPERIAL BANK OF COMM | $59,179 | $61,370 |
| ROYAL BANK OF CANADA | $58,852 | $61,889 |
| NATIONAL RURAL UTILS COOP | $71,784 | $71,662 |
| ALPHABET INC | $69,903 | $70,205 |
| CATERPILLAR FINLSVCS CORP | $72,613 | $72,403 |
| CME GROUP INC | $70,557 | $71,054 |
| AIR PRODS & CHEMS INC | $71,107 | $71,855 |
| DEERE JOHN CAP CORP | $72,499 | $72,295 |
| AUTOMATIC DATA PROCESSING INC | $71,384 | $71,776 |
| JOHNSON & JOHNSON | $71,020 | $72,717 |
| ADOBE INC | $70,793 | $72,499 |
| ANALOG DEVICES INC | $71,921 | $72,460 |
| HOME DEPOT INC | $70,411 | $71,740 |
| METLIFE INC | $71,242 | $72,940 |
| NOVARTIS CAP | $59,237 | $58,754 |
| CHEVRON U S A INC | $70,323 | $71,865 |
| COMCAST CORP | $71,262 | $71,702 |
| HERSHEY COMPANY | $70,672 | $72,107 |
| SIMON PPTY GROUP IP | $70,816 | $71,179 |
| RIO TINTO FIN USA | $70,446 | $72,367 |
| ANHEUSER-BUSCH INBEV | $72,390 | $72,580 |
| EQUINOR ASA | $70,266 | $69,796 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S P 500 ETF (IVV) | $11,106,713 | $14,569,359 |
| MFC ISHARES TR GLOBAL | $651,094 | $739,511 |
| MFC SPDR S&P 500 ETF TRUST | $303,080 | $530,534 |
| MFC VANGUARD INDEX FDS | $0 | $0 |
| MFC ISHARES CORE S&P | $1,276,232 | $1,480,908 |
| MFC ISHARES TR CORE | $1,951,755 | $2,178,503 |
| VANGAURD FTSE | $5,119,005 | $6,219,888 |
| MFC ISHARES INC MSCI | $1,599,344 | $2,019,486 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC FLEXSHARES TR STOXX | $344,037 | $347,630 |
| MFO DFA INVT DIMENSIONS | $374,942 | $343,112 |
| MFC FLEX SHS TR MORNINGSTAR | $338,378 | $395,777 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,649 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,649 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS | $0 |
| FOR STOCK DONATED TO THE FOUNDATION | $2,293,161 |
| UNREALIZED GAIN (LOSS) | $134,213 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,947 | $0 | $0 | $2,947 |
| OTHER EXPENSES | $3,369 | $0 | $0 | $3,369 |
| CONTRACTOR SERVICES | $3,090 | $0 | $0 | $3,090 |
| PAYROLL PROCESSING EXPENSE | $539 | $0 | $0 | $539 |
| WORKER'S COMPENSATION | $2,641 | $396 | $0 | $2,245 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sec. 1411 Net Investment Income | Desc |
| Revenue And Expenses Per Books | $268 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES REFUND | Desc |
| Amt | $6,020 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $109,116 | Amt |
| Net Investment Income | $109,116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $37,319 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $24,823 | $24,823 | $0 | $0 |