Civic Intelligence

David a Straz Jr Foundation

990PF • Fiscal year 2020 • EIN 39-1776211

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
4401 W Kennedy Blvd No 150Tampa, FL 33609

(813) 639-0155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.14x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

2.37x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

29th percentile

-1.6%

Higher net margin than 29% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$161,942

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

3rd percentile

-17%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-57%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$66,500,740

Down $13,210,988 (-17%) from 2019

Net Assets

Down

$57,460,270

Down $19,730,313 (-26%) from 2019

Liabilities

Up

$9,040,470

Up $6,519,325 (+259%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin29th percentile

Revenue

Down

$3,809,790

Down $5,062,115 (-57%) from 2019

Expenses

Down

$3,869,752

Down $717,390 (-16%) from 2019

Net Income

Down

-$59,962

Down $4,344,725 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $52,053,648Liabilities 2011: $32,9412011Assets 2012: $58,643,854Liabilities 2012: $290,7882012Assets 2013: $58,459,038Liabilities 2013: $2,5902013Assets 2014: $59,799,342Liabilities 2014: $02014Assets 2015: $59,871,384Liabilities 2015: $3,1252015Assets 2019: $79,711,728Liabilities 2019: $2,521,145Net Assets 2019: $77,190,5832019Assets 2020: $66,500,740Liabilities 2020: $9,040,470Net Assets 2020: $57,460,2702020Assets 2021: $131,621,183Liabilities 2021: $800,130Net Assets 2021: $130,821,0532021Assets 2022: $124,634,717Liabilities 2022: $788,048Net Assets 2022: $123,846,6692022Assets 2023: $126,035,824Liabilities 2023: $12,490,838Net Assets 2023: $113,544,9862023Assets 2024: $131,664,428Liabilities 2024: $15,208,994Net Assets 2024: $116,455,4342024

Highlighted filing

2020

Assets$66,500,740
Liabilities$9,040,470
Net Assets$57,460,270
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MRevenue 2011: $4,702,065Expenses 2011: $2,862,687Net Income 2011: $1,839,3782011Revenue 2012: $4,096,472Expenses 2012: $3,850,795Net Income 2012: $245,6772012Revenue 2013: $3,284,689Expenses 2013: $2,045,223Net Income 2013: $1,239,4662013Revenue 2014: $3,057,431Expenses 2014: $3,349,375Net Income 2014: -$291,9442014Revenue 2015: $1,310,454Expenses 2015: $3,766,670Net Income 2015: -$2,456,2162015Revenue 2019: $8,871,905Expenses 2019: $4,587,142Net Income 2019: $4,284,7632019Revenue 2020: $3,809,790Expenses 2020: $3,869,752Net Income 2020: -$59,9622020Revenue 2021: $77,599,258Expenses 2021: $3,572,321Net Income 2021: $74,026,9372021Revenue 2022: $6,971,491Expenses 2022: $3,947,122Net Income 2022: $3,024,3692022Revenue 2023: $6,490,894Expenses 2023: $18,975,092Net Income 2023: -$12,484,1982023Revenue 2024: $4,200,158Expenses 2024: $10,714,708Net Income 2024: -$6,514,5502024

Highlighted filing

2020

Revenue$3,809,790
Expenses$3,869,752
Net Income-$59,962
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JARROD HOLBROOKExecutive DirectorFT$161,942-$161,942
SEACOAST BANKCorporate TrusteeFT$138,289-$138,289
CATHERINE LOWRY STRAZTrusteeFT$122,019-$122,019
KEEBLER STRAZTrusteeFT$122,019-$122,019
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTAMPA BAY PERFORMING ARTS CENTER FOUNDATIONPROGRAMSPCTAMPA, FL, US$2,035,000
Paid GrantLOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INCPROGRAMSPCTAMPA, FL, US$925,000
Paid GrantMETROPOLITAN OPERAPROGRAMSPCNEW YORK, NY, US$800,000
Paid GrantNORTHWESTERN UNIVERSITYPROGRAMSPCEVANSTON, IL, US$300,000
Paid GrantWAKE FOREST UNIVERSITYPROGRAMSPCWINSTONSALEM, NC, US$250,000
Paid GrantBERKELEY PREPARATORY SCHOOLPROGRAMSPCTAMPA, FL, US$200,000
Paid GrantCOLUMBIA ST MARY'S FOUNDATION INCPROGRAMSPCGLENDALE, WI, US$150,000
Paid GrantTAMPA GENERAL HOSPITAL FOUNDATIONPROGRAMSPCTAMPA, FL, US$150,000
Paid GrantMETROPOLITAN MINISTRIESPROGRAMSPCTAMPA, FL, US$25,000
Paid GrantJOHN HOPKINS ALL CHILDREN'S FOUNDATIONPROGRAMSPCST PETERSBURG, FL, US$1,000
Paid GrantCHILDREN'S MIRACLE NETWORKPROGRAMSPCGAINESVILLE, FL, US$200
Paid GrantHENRY B PLANT MUSEUMPROGRAMSPCTAMPA, FL, US$50
Filing and Contact Details

Filer

Filer Name
David a Straz Jr Foundation
EIN
39-1776211
Phone
8136390155
Address
4401 W KENNEDY BLVD NO 150, TAMPA, FL 33609

Signing Officer

Name
Renai Crabtree for Seacoast Bank
Title
Corporate Trustee
Phone
8136390155
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
140 FOUNTAIN PKWY N STE 410, ST PETERSBURG, FL 33716
Preparer
Paul Dunham
Phone
7275721400
Raw XML AppendixShowing 400 of 679 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PALM SPRINGS HOTEL NOTE RECEIVABLE
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BLUE SCOOTER DEBT EXCHANGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BOA SECURITIES SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6AKORN INC SECURITIES SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FURNITURE & FIXTURES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-09-30
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IRS990PF/DistributableAmountGrp/IncomeTaxAmt047977
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03022770
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013852
IRS990PF/DistributableAmountGrp/TotalTaxAmt061829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0114052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0127904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0114052
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0127904
IRS990PF/FMVAssetsEOYAmt066500740
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02500000
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt020615
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0130637
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt020615
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt020615
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0385109
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0385109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03305632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019523704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019523704
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt08885470
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03748
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt037478
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt033730
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt033730
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt077190583
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt057460270
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt062000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt062000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt062000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt034796191
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027167911
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt027167911
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021145
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt055000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0111000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0111000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041417268
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019196671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019196671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt079711728
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt066500740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt066500740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02521145
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09040470
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt079711728
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt066500740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt077190583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt057460270
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt061376045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027919525
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03868972
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0920641
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt029587548
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03022770
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt060455404
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt061376045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt053590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt01608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0KAREN EGNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01460 ORANGE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0CLEARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd033756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0JOHNSON POPE BOKOR HUPPEL & BURNS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1TAMPA BAY TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2JAMES M HARMON & CO LTD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0156463
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1125903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt294000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0911 CHESTNUT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt14488 W BOY SCOUT BLVD 425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt26125 GREEN BAY RD STE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CLEARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2KENOSHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd033756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd133607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd253142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0122019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1122019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2138289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3161942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CATHERINE LOWRY STRAZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEEBLER STRAZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SEACOAST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JARROD HOLBROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CORPORATE TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04805 SWANN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13101 W CHAPIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21031 MORSE BLVD STE 323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34414 W SAN MIGUEL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05870725
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05870725
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05870725
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENAI CRABTREE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01031 W MORSE BLVD STE 323
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTER PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032789
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04076223637
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CATHERINE LOWRY STRAZ
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0900000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt18000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERSITY

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,500,740
Liabilities
$9,040,470
Net assets
$57,460,270
Revenue
$3,809,790
Expenses
$3,869,752
Net income
-$59,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$132$15.2$116$4.20$10.7$6.51
2023Detailed filing. Detailed filing data is available for this year.$126$12.5$114$6.49$19.0$12.5
2022Detailed filing. Detailed filing data is available for this year.$125$0.79$124$6.97$3.95$3.02
2021Detailed filing. Detailed filing data is available for this year.$132$0.80$131$77.6$3.57$74.0
2020Detailed filing. Detailed filing data is available for this year.$66.5$9.04$57.5$3.81$3.87$0.06
2019Detailed filing. Detailed filing data is available for this year.$79.7$2.52$77.2$8.87$4.59$4.28
2015Summary only. Only limited summary data is available for this year.$59.9$0.00$1.31$3.77$2.46
2014Summary only. Only limited summary data is available for this year.$59.8$0.00$3.06$3.35$0.29
2013Summary only. Only limited summary data is available for this year.$58.5$0.00$3.28$2.05$1.24
2012Summary only. Only limited summary data is available for this year.$58.6$0.29$4.10$3.85$0.25
2011Summary only. Only limited summary data is available for this year.$52.1$0.03$4.70$2.86$1.84