efile Public Visual Render
ObjectId: 202331429349100438 - Submission: 2023-05-22
TIN: 59-6875441
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
01-01-2022
, and ending
12-31-2022
Name of foundation
THE SPURLINO FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
7214 N MOBLEY RD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ODESSA
,
FL
33556
A Employer identification number
59-6875441
B
Telephone number (see instructions)
(813) 961-3220
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
71,410,021
J
Accounting method:
Cash
Accrual
Other (specify)
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,250,000
2
Check
.............
3
Interest on savings and temporary cash investments
18,191
18,191
18,191
4
Dividends and interest from securities
...
1,316,252
1,316,252
1,316,252
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
22,087,931
b
Gross sales price for all assets on line 6a
62,519,647
7
Capital gain net income (from Part IV, line 2)
...
22,087,931
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
List of Attached Documents:
// Content
3,999
12
Total.
Add lines 1 through 11
........
24,676,373
23,422,374
1,334,443
13
Compensation of officers, directors, trustees, etc.
87,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
7,895
7,895
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
59,434
59,434
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
170,025
57,718
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
9,400
9,400
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
333,754
125,047
9,400
25
Contributions, gifts, grants paid
.......
11,751,000
11,751,000
26
Total expenses and disbursements.
Add lines 24 and 25
12,084,754
125,047
11,760,400
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
12,591,619
b
Net investment income
(if negative, enter -0-)
23,297,327
c
Adjusted net income
(if negative, enter -0-)
...
1,334,443
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
690,308
77,975
77,975
2
Savings and temporary cash investments
.........
263,609
11,042,536
11,042,536
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
9,324,561
List of Attached Documents:
// Content
32,645,339
39,040,557
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
37,571,499
List of Attached Documents:
// Content
16,676,853
21,248,953
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
47,849,977
60,442,703
71,410,021
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
47,849,977
60,442,703
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
47,849,977
60,442,703
30
Total liabilities and net assets/fund balances
(see instructions)
.
47,849,977
60,442,703
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
47,849,977
2
Enter amount from Part I, line 27a
.....................
2
12,591,619
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
1,107
4
Add lines 1, 2, and 3
..........................
4
60,442,703
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
60,442,703
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
MSSB 6847
P
2022-01-01
2022-12-31
b
MSSB 6847
P
2021-01-01
2022-12-31
c
MSSB 6847 NON COVERED
P
2021-01-01
2022-12-31
d
mssb 6848
P
2022-01-01
2022-12-31
e
mssb 6848
P
2021-01-01
2022-12-31
mssb 6848 non covered
P
2021-01-01
2022-12-31
MSSB 4659
P
2022-01-01
2022-12-31
MSSB 4659
P
2021-01-01
2022-12-31
MSSB 4659 NON COVERED
P
2021-01-01
2022-12-31
MSSB 2077
P
2022-01-01
2022-12-31
MSSB 2077
P
2021-01-01
2022-12-31
MSSB 2238
P
2022-01-01
2022-12-31
MSSB 2238
P
2021-01-01
2022-12-31
MSSB 2238 NON COVERED
P
2021-01-01
2022-12-31
MSSB 7859
P
2022-01-01
2022-12-31
MSSB 7859 NON COVERED
P
2021-01-01
2022-12-31
MSSB 7549
P
2022-01-01
2022-12-31
MSSB 7549
P
2021-01-01
2022-12-31
SCHWAB 1935
P
2022-01-01
2022-12-31
SCHWAB 1935
P
2021-01-01
2022-12-31
RYDEX CAPITAL GAIN DISTRIBUTIONS
P
2021-01-01
2022-12-31
MSSB 4659 CAPITAL GAIN DISTRIBUTIONS
P
2021-01-01
2022-12-31
MSSB 2077 CAPITAL GAIN DISTRIBUTIONS
P
2021-01-01
2022-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,831,583
2,332,023
-500,440
b
28,208,963
15,113,082
13,095,881
c
6,676,694
934,413
5,742,281
d
140,791
143,918
-3,127
e
6,376,010
7,133,459
-757,449
3,839,046
2,488,211
1,350,835
1,105,492
1,384,546
-279,054
3,548,122
3,257,892
290,230
1,235,787
953,821
281,966
798,787
778,357
20,430
2,096,138
1,210,288
885,850
76,273
94,156
-17,883
907,366
658,517
248,849
255,910
45,770
210,140
893,173
1,058,853
-165,680
507,384
87,837
419,547
802,443
771,355
31,088
665,386
175,178
490,208
562,153
607,228
-45,075
1,793,790
1,202,812
590,978
50,162
50,162
143,917
143,917
4,277
4,277
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-500,440
b
13,095,881
c
5,742,281
d
-3,127
e
-757,449
1,350,835
-279,054
290,230
281,966
20,430
885,850
-17,883
248,849
210,140
-165,680
419,547
31,088
490,208
-45,075
590,978
50,162
143,917
4,277
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
22,087,931
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
-959,741
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
323,833
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
323,833
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
323,833
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
311,328
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
..........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
311,328
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
List of Attached Documents:
// Content
8
2,539
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
15,044
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
0
Refunded
11
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
JOANNE SPURLINO
Telephone no.
(813) 926-9311
Located at
7214 N MOBLEY ST
ODESSA
FL
ZIP+4
335562303
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2022 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
CYRUS SPURLINO
Trustee
25.00
0
7214 N MOBLEY ST
ODESSA
,
FL
335562303
Joanne Spurlino
Foundation Mana
25.00
0
7214 N MOBLEY ST
ODESSA
,
FL
335562303
Joanne Spurlino
Trustee
25.00
0
7214 N Mobley Road
Odessa
,
FL
33556
Diana Baker
Trustee
25.00
87,000
10408 ECHO DOCK LOOP
SAN ANTONIO
,
FL
33576
Thomasena Supan
Trustee
2.50
0
8811 Van Fleet Road
Riverview
,
FL
33578
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2022)
Page 7
Form 990-PF (2022)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2022)
Page 8
Form 990-PF (2022)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
82,728,809
b
Average of monthly cash balances
.......................
1b
1,040,705
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
83,769,514
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
83,769,514
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
1,256,543
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
82,512,971
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
4,125,649
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
4,125,649
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
323,833
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
323,833
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,801,816
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
3,801,816
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
3,801,816
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
11,760,400
b
Program-related investments—total from Part VIII-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
11,760,400
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
3,801,816
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
637,643
b
From 2018
......
4,049,464
c
From 2019
......
5,729,285
d
From 2020
......
5,101,793
e
From 2021
......
5,089,067
f
Total
of lines 3a through e
........
20,607,252
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
11,760,400
a
Applied to 2021, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2022 distributable amount
.....
3,801,816
e
Remaining amount distributed out of corpus
7,958,584
5
Excess distributions carryover applied to 2022.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
28,565,836
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
1,250,000
8
Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
27,315,836
10
Analysis of line 9:
a
Excess from 2018
....
3,437,107
b
Excess from 2019
....
5,729,285
c
Excess from 2020
....
5,101,793
d
Excess from 2021
....
5,089,067
e
Excess from 2022
....
7,958,584
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2022
(b)
2021
(c)
2020
(d)
2019
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CYRUS SPURLINO
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOANNE SPURLINO
7214 N MOBLEY RD
ODESSA
,
FL
335562303
(813) 926-9311
b
The form in which applications should be submitted and information and materials they should include:
NONE SPECIFIED
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
501(c)(3) AND 509(a)(1)ORGANIZATIONS ONLY
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ABE BROWN MINISTRIES
2921 NORTH 29TH ST
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING SUPPORT
90,000
ACADEMY PREP CENTER OF TAMPA
1407 E COLUMBUS DR
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING SUPPORT
70,000
ACCION INTERNATIONAL
1101 15TH ST NW STE 400
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING SUPPORT
40,000
AMERICAN RED CROSS
3310 W MAIN ST
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
250,000
AMERICARES
88 HAMILTON AVE
STAMFORD
,
CT
06902
NONE
PC
GENERAL OPERATING SUPPORT
130,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB
,
UT
84741
NONE
PC
GENERAL OPERATING SUPPORT
100,000
BIG CAT RESCUE
12802 EASY STREET
TAMPA
,
FL
33625
NONE
PC
GENERAL OPERATING SUPPORT
20,000
BOYS GIRLS CLUBS OF TAMPA BAY
1307 N MACDILL AVE
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
150,000
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARCONA-OCOEE ROAD
ORLANDO
,
FL
32818
NONE
PC
GENERAL OPERATING SUPPORT
100,000
CHILDREN'S CANCER CENTER
4901 W CYPRESS STREET
TAMPA
,
FL
33607
NONE
PC
BREAVEMENT CAMP SPONSORSHIP
60,000
CONCERN WORLDWIDE US INC
355 LEXINGTON AVE 16 FLOOR
NEW YORK
,
NY
10017
NONE
PC
GENERAL OPERATING SUPPORT
120,000
CRISIS CENTER OF TAMPA BAY
ONE CRISIS CENTER PLAZA
TAMPA
,
FL
33613
NONE
PC
GENERAL OPERATING SUPPORT
140,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET
NEW YORK
,
NY
10006
NONE
PC
GENERAL OPERATING SUPPORT
150,000
FLORIDA SHERIFFS YOUTH RANCHES
PO BOX 2000
BOYS RANCH
,
FL
32064
NONE
PC
GENERAL OPERATING SUPPORT
50,000
HEIFER INTERNATIONAL
1 WORLD AVE
LITTLE ROCK
,
AR
72202
NONE
PC
GENERAL OPERATING SUPPORT
50,000
IFAW
290 SUMMER STREET
YARMOUTH PORT
,
MA
02675
NONE
PC
GENERAL OPERATING SUPPORT
120,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STREET
NEW YORK
,
NY
10168
NONE
PC
GENERAL OPERATING SUPPORT
75,000
MERCY CORPS
45 SW ANKENY
PORTLAND
,
OR
97204
NONE
PC
GENERAL OPERATING SUPPORT NORTHER UGANDA WATER
60,000
METROPOLITAN MINSTRIES
2002 NORTH FLORIDA AVE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
400,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOOR
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATING SUPPORT
100,000
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOOR
BOSTON
,
MA
02114
NONE
PC
GENERAL OPERATING SUPPORT
90,000
PARTNERS IN HEALTH
800 BOYLSTON STREET STE 1400
BOSTON
,
MA
02199
NONE
PC
GENERAL OPERATING SUPPORT
150,000
PHILANTHROPY ROUNDTABLE
1120 20TH ST NW SUITE 550 SOUTH
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
4,000
RED ROVER
PO BOX 188890
SACRAMENTO
,
CA
95818
NONE
PC
GENERAL OPERATING SUPPORT
60,000
ROOM TO READ
465 CALIFORNIA ST STE 1000
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING SUPPORT
100,000
SAVE THE CHILDREN
501 KINGS HWY E STE 400
FAIRFIELD
,
CT
06825
NONE
PC
GENERAL OPERATING SUPPORT
150,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250
OAKLAND
,
CA
94612
NONE
PC
GENERAL OPERATING SUPPORT
80,000
SPCA TAMPA BAY
9099 130TH AVE N
LARGO
,
FL
33773
NONE
PC
GENERAL OPERATING SUPPORT
40,000
THE FLORIDA AQUARIUM
701 CHANNELSIDE DRIVE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
30,000
THE NATURE CONSERVANCY
1035 S SEMORAN BLVD
WINTER PARK
,
FL
32792
NONE
PC
GENERAL OPERATING SUPPORT
50,000
TAMPA METROPOLITAN AREA YMCA
110 EAST OAK STREET
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
500,000
THE SPRING OF TAMPA BAY INC
PO BOX 5147
TAMPA
,
FL
33675
NONE
PC
GENERAL OPERATING SUPPORT
100,000
THE WILDS
14000 INTERNATIONAL ROAD
CUMBERLAND
,
OH
43732
NONE
PC
GENERAL OPERATING SUPPORT
100,000
TREE FOUNDATION
PO BOX 48839
SARASOTA
,
FL
34230
NONE
PC
FOREST RESEARCHEDUCATION OUTREACH
50,000
UNICEF
931 MONROE DRIVE NE
ATLANTA
,
GA
30308
NONE
PC
GENERAL OPERATING SUPPORT
120,000
UNITED WAY OF CENTRAL OHIO
360 SOUTH THIRD STREET
COLUMBUS
,
OH
43215
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNITED WAY OF GREATER DAYTON
33 W FIRST ST STE 500
DAYTON
,
OH
45402
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNITED WAY OF SOUTHERN NEVADA
5830 W FLAMINGO ROAD
LAS VEGAS
,
NV
89103
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNITED WAY SUNCOAST
5201 W KENNEDY BLVD 600
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING SUPPORT
275,000
UNITED WAY OF CENTRAL SOUTHERN UT
148 N 100 W PO BOX 135
PROVO
,
UT
84603
NONE
PC
GENERAL OPERATING SUPPORT
35,000
WATER FOR PEOPLE
7100 BELLEVIEW AVE STE 310
GREENWOOD VILLA
,
CO
80111
NONE
PC
GENERAL OPERATING SUPPORT
120,000
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE STE 900
WASHINGTON
,
DC
20003
NONE
PC
GENERAL OPERATING SUPPORT
80,000
AIR FORCE MUSEUM FOUNDATION
PO BOX 1903 1100 SPAATZ STREET
WRIGHT PATTERSON AFB
,
OH
45433
NONE
PC
GENERAL FUND OPERATING SUPPORT
75,000
BIG BROTHERS BIG SISTERS OF TAMPA B
PO BOX 21744
TAMPA
,
FL
33622
NONE
PC
GENERAL OPERATING SUPPORT
90,000
BOK TOWER GARDENS FOUNDATION
1151 TOWER BLVD
LAKE WALES
,
FL
33853
NONE
PC
GENERAL OPERATING SUPPORT
150,000
CARE
151 ELLIS STREET NE
ATLANTA
,
GA
30303
NONE
PC
GENERAL OPERATING SUPPORT
60,000
CHAMPIONS FOR CHILDREN INC
3108 AZEELE ST
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING SUPPORT
125,000
DAYTON LEADERSHIP ACADEMIES
1416 W RIVERVIEW AVE
DAYTON
,
OH
45402
NONE
NC
GENERAL OPERATING SUPPORT
20,000
EARTH JUSTICE
50 CALIFORNIA STREET STE 500
SAN FRANCISCO
,
CA
94111
NONE
PC
GENERAL OPERATING SUPPORT
90,000
EXPONENT PHILANTHROPY
1720 N STREET NW
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
2,000
FEEDING AMERICA TAMPA BAY
4702 TRANSPORT DR BLDG 6
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING SUPPORT
300,000
FLORIDA WILDLIFE CORRIDOR
260 1ST AVE SOUTH
ST PETERSBURG
,
FL
33701
NONE
PC
GENERAL OPERATING SUPPORT
100,000
FRAMEWORKS OF TAMPA BAY
402 E OAK AVE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING SUPPORT
60,000
MARY LEE'S HOUSE
2806 N ARMENIA AVE
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
75,000
OASIS NETWORK OF NEW TAMPA
16057 TAMPA PALMS BLVD 315
TAMPA
,
FL
33647
NONE
PC
GENERAL OPERATING SUPPORT
80,000
RCMA
402 WEST MAIN STREET
IMMOKALEE
,
FL
34142
NONE
PC
GENERAL OPERATING SUPPORT
50,000
SUCCESS 4 KIDS AND FAMILIES
2902 N ARMENIA AVE STE 200
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
50,000
VOICES FOR CHILDREN OF TAMPA BAY
3314 HENDERSON BLVD STE 207
TAMPA
,
FL
33609
NONE
PC
GENERAL OPERATING SUPPORT
70,000
WORLD FOOD PROGRAM
1725 I STREET NW STE 510
WASHINGTON
,
DC
20006
NONE
PC
GENERAL OPERATING SUPPORT
125,000
CAMELOT COMMUNITY CARE
4910-D CREEKSIDE DRIVE
CLEARWATER
,
FL
33760
NONE
PC
GENERAL OPERATING SUPPORT
50,000
CATHOLIC CHARITIES DIOCESE OF ST PE
1213 16TH ST NORTH
ST PETERSBURG
,
FL
33705
NONE
PC
GENERAL OPERATING SUPPORT
810,000
EASTER SEALS FLORIDA INC
2403 E HENRY AVE
TAMPA
,
FL
33610
NONE
PC
GENERAL OPERATING SUPPORT
60,000
FRIENDS OF JOSHUA HOUSE FOUNDATION
PO BOX 26333
TAMPA
,
FL
33623
NONE
PC
GENERAL OPERATING SUPPORT
20,000
RAINFOREST TRUST
7200 LINEWEAVER ROAD STE 100
VINT HILL
,
VA
20187
NONE
PC
GENERAL OPERATING SUPPORT
125,000
STARTING RIGHT NOW
1212 W CASS ST
TAMPA
,
FL
33606
NONE
PC
GENERAL OPERATING SUPPORT
100,000
THE CHILDHOOD LEAGUE CENTER
674 CLEVELAND AVE
COLUMBUS
,
OH
43215
NONE
PC
GENERAL OPERATING SUPPORT
20,000
A KID'S PLACE OF TAMPA BAY INC
1715 LITHIA PINECREST ROAD
BRANDON
,
FL
33511
NONE
PC
GENERAL OPERATING
70,000
ALLIANCE FOR PUBLIC SCHOOLS FOUNDAT
5810 FALCONCREEK PLACE
LITHIA
,
FL
33547
NONE
PC
GENERAL OPERATING
50,000
AUDUBON FLORIDA
4500 BISCAYNE BLVD STE 350
MIAMI
,
FL
33137
NONE
PC
GENERAL OPERATING
100,000
BESS THE BOOK BUS
2316 E 3RD AVE
TAMPA
,
FL
33605
NONE
PC
GENERAL OPERATING
60,000
BIG BROTHERS BIG SISTERS OF AMERICA
2502 N ROCKY POINT DR STE 550
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING
50,000
CAMP BOGGY CREEK
30500 BRANTLEY BRANCH RD
EUSTIS
,
FL
32736
NONE
PC
GENERAL OPERATING
40,000
CHILD AID
917 SW OAK ST SUITE 208
PORTLAND
,
OR
97205
NONE
PC
GENERAL OPERATING
40,000
COMMUNITY CLOUD FOREST CONSERVATION
3059 HAPSHIRE BLVD SE
GRAND RAPIDS
,
MI
49506
NONE
PC
GENERAL OPERATING
250,000
CONSERVATION FLORIDA
37 N ORANGE AVENUE
ORLANDO
,
FL
32801
NONE
PC
GENERAL OPERATING
150,000
DOLPHIN RESEARCH CENTER
58901 OVERSEAS HWY
GRASSY KEY
,
FL
33050
NONE
PC
GENERAL OPERATING
30,000
EARLY LEARNING COALITION OF HILLSBO
6302 E MARTIN LUTHER KING JR BLVD
TAMPA
,
FL
33619
NONE
PC
GENERAL OPERATING
50,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVE S 17TH FLOOR
NEW YORK
,
NY
10010
NONE
PC
GENERAL OPERATING
100,000
FLORIDA KEYS WILD BIRD CENTER
92080 OVERSEAS HWY
TAVERNIER
,
FL
33070
NONE
PC
GENERAL OPERATING
30,000
HILLSBOROUGH EDUCATION FOUNDATION
2306 N HOWARD AVE
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING
110,000
HOMELESS EMPOWERMENT PROGRAM
1120 NORTH BETTY LANE
CLEARWATER
,
FL
33755
NONE
PC
GENERAL OPERATING
75,000
LIFEPATH HOSPICE
4200 W CYPRESS ST
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING
60,000
ZOO TAMPA
1101 W SLIGH AVE
TAMPA
,
FL
33604
NONE
PC
GENERAL OPERATING
650,000
MEALS ON WHEELS OF TAMPA INC
5320 NORTH BLVD
TAMPA
,
FL
33603
NONE
PC
GENERAL OPERATING
100,000
NATIONAL FOREST FOUNDATION
BUILDING 27 FORT MISSOULA RD STE 3
MISSOULA
,
MT
59804
NONE
PC
GENERAL OPERATING
75,000
QUANTUM LEAP FARM
10401 WOODSTOCK RD
ODESSA
,
FL
33556
NONE
PC
GENERAL OPERATING
75,000
REBUILDING TOGETHER TAMPA BAY
3914 N 301 HWY STE 700
TAMPA
,
FL
33619
NONE
PC
GENERAL OPERATING
90,000
TAMPA BAY PERFORMING ARTS CENTER IN
1010 NORTH WC MACINNES PLACE
TAMPA
,
FL
33602
NONE
PC
GENERAL OPERATING
120,000
UNIVERSITY AREA COMMUNITY DEVELOPME
14013 N 22ND ST
TAMPA
,
FL
33613
NONE
PC
GENERAL OPERATING
200,000
USA FOR UNHCR
1310 L STREET NW STE 450
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING
70,000
GRAMEEN FOUNDATION USA
1400 K ST NW STE 550
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING
80,000
HUMANE SOCIETY OF PINELLAS
3040 STATE ROAD 590
CLEARWATER
,
FL
33759
PC
GENERAL OPERATING
50,000
DAWNING FAMILY SERVICES
6718 N ARMENIA AVE
TAMPA
,
FL
33601
NONE
PC
GENERAL OPERATING SUPPORT
40,000
FONKOZE USA
1900 L STREET NW STE 304
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
30,000
KIDS CANINES
13525 N US 301
THONOTOSASSA
,
FL
33592
NONE
PC
GENERAL OEPRATING SUPPORT
50,000
MORE HEALTH INC
3821 HENDERSON BLVD
TAMPA
,
FL
33629
NONE
PC
GENERAL OPERATING SUPPORT
90,000
NORTH FLORIDA LAND TRUST INC
843 W MONROE ST
JACKSONVILLE
,
FL
32202
NONE
PC
GENERAL OPERATING SUPPORT
80,000
PCA-TAMPA BAY
1411 N WESTSHORE BLVD STE 205
TAMPA
,
FL
33607
NONE
PC
GENERAL OPERATING SUPPORT
100,000
TECHNOSERVE INC
1777 N KENT ST STE 1100
ARLINGTON
,
VA
22209
NONE
PC
GENERAL OPERATING SUPPORT
50,000
THE SKILLS CENTER
5470 E BUSCH BLVD 132
TAMPA
,
FL
33617
NONE
PC
GENERAL OPERATING SUPPORT
75,000
CAT DEPOT
2542 17TH STREET
SARASOTA
,
FL
34234
NONE
PC
UNRESTRICTED
25,000
DEFENDERS OF WILDLIFE
1130 17th Street NW
WASHINGTON
,
DC
20036
PC
UNRESTRICTED
70,000
FLORIDA WILDLIFE FEDERATION
6017 PINE RIDGE ROAD
NAPLES
,
FL
34119
PC
UNRESTRICTED
60,000
MOTE MARINE LABORATORY
1600 Ken Thompson Parkway
SARASOTA
,
FL
34236
PC
UNRESTRICTED
60,000
NON PROFIT LEADERSHIP CENTER OF TAM
1408 N Westshore Blvd Suite 140
TAMPA
,
FL
33607
PC
UNRESTRICTED
40,000
PLANNED PARENTHOOD FEDERATION OF AM
123 William St 10th Floor
NEW YORK
,
NY
10038
PC
UNRESTRICTED
40,000
PROJECT HOPE
1220 19TH STREET
WASHINGTON
,
DC
20036
PC
UNRESTRICTED
40,000
TAMPA BAY WATCH
3000 Pinellas Bayway South
TIERRA VERDE
,
FL
33715
PC
CLASSROOM BOAT FOR THE PIER
130,000
WILD ANIMAL HEALTH FUND
370 ZOO PARKWAY
JACKSONVILLE
,
FL
32218
PC
UNRESTRICTED
70,000
ACADEMY AT THE LAKES
2330 COLLIER PARKWAY
LAND O LAKES
,
FL
34639
NONE
PC
UNRESTRICTED
15,000
CHI CHI RODRIGUEZ YOUTH FOUNDATION
3030 N MCMULLEN BOOTH ROAD
CLEARWATER
,
FL
33761
NONE
PC
UNRESTRICTED
20,000
CHILDRENS HOME NETWORK
10909 MEMORIAL HIGHWAY
TAMPA
,
FL
33615
NONE
PC
CARES PROGRAM
40,000
COMPREHENSIVE COMMUNITY CHILD CARE
2100 SHERMAN AVENUE 300
CINCINNATI
,
OH
45212
NONE
PC
UNRESTRICTED
30,000
ENVIRONMENTAL LAW ALLIANCE
1412 PEARL STREET
EUGENE
,
OR
97401
NONE
PC
UNRESTRICTED
30,000
GIFT OF ADOPTION
PO BOX 567
TECHNY
,
IL
60082
NONE
GROUP
FLORIDA ADOPTIONS
50,000
GIRL SCOUTS OF WEST CENTRAL FL
4610 EISENHOWER BLVD
TAMPA
,
FL
33634
NONE
PC
RISING DIAMONDS WIMAUMA
30,000
KORE FOUNDATION
695 NASHVILLE PIKE 101
GALLATIN
,
TN
37066
NONE
PC
EGG A DAY PROGRAM
40,000
MAIA
POSNER CENTER FOR INTERNATIONAL
DENVER
,
CO
80205
NONE
PC
UNRESTRICTED
20,000
OPERATION CATNIP
PO BOX 141023
GAINESVILLE
,
FL
32614
NONE
PC
CAPACITY BUILDING CLINICS
45,000
PLANNED PARENTHOOD OF SOUTHWEST AND
736 CENTRAL AVE
SARASOTA
,
FL
34236
NONE
PC
UNRESTRICTED
50,000
AMERICAN RIVERS
1101 14TH STREET NW STE 1400
WASHINGTON
,
DC
20005
NONE
PC
UNRESTRICTED
50,000
OWLS NEST SANCTUARY FOR WILDLIFE
12932 ROYAL GEORGE AVE
ODESSA
,
FL
33556
NONE
PC
FLIGHT BARN
25,000
SUNRISE CHILDRENS SERVICES
1114 W SLIGH AVE
TAMPA
,
FL
33604
NONE
PC
UNRESTRICTED
30,000
BAY AREA LEGAL SERVICES INC
1302 NORTH 19TH STREET
TAMPA
,
FL
33605
NONE
PC
UNRESTRICTED
30,000
PRESCHOOL PROMISE
2551 TIMBER LANE
DAYTON
,
OH
45414
NONE
PC
UNRESTRICTED
75,000
WEDU
1300 NORTH BLVD
TAMPA
,
FL
33607
NONE
PC
UNRESTRICTED
20,000
WOLF CONSERVATION CENTER INC
PO BOX 421
SOUTH SALEM
,
NY
10590
NONE
PC
UNRESTRICTED
35,000
THE HUMANE SOCIETY OF THE UNITED ST
1255 23RD ST NW STE 450
WASHINGTON
,
DC
20037
NONE
PC
UNRESTRICTED
100,000
Total
.................................
3a
11,751,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
18,191
4
Dividends and interest from securities
....
1,316,252
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
3,999
8
Gain or (loss) from sales of assets other than
inventory
............
22,087,931
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
23,426,373
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
23,426,373
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2022)
Page 13
Form 990-PF (2022)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2023-05-22
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Thomasena Supan
Preparer's Signature
Date
Check if self-
employed
PTIN
P00639223
Firm's name
Thomasena L Bashor PA
Firm's EIN
59-3453708
Firm's address
8811 Van Fleet Rd
Riverview
,
FL
33578
Phone no.
(813) 505-9679
Form
990-PF
(2022)
Additional Data
Software ID:
22015553
Software Version:
2022v5.0
Form 990PF - Special Condition Description:
Special Condition Description