Civic Intelligence

William a Gregory Jr Foundation Inc.

990PF • Fiscal year 2015 • EIN 59-3607455

Jan 01, 2015 to Dec 31, 2015 • Filed on Jan 26, 2016

Organization Profile
3225 S Macdill Ave 129Tampa, FL 33629

(813) 760-2792

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-136%

Higher net margin than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

12th percentile

-9.6%

Faster asset growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,694,284

Down $286,407 (-9.6%) from 2014

Net Assets

Down

$2,694,284

Down $286,407 (-9.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin5th percentile

Revenue

Down

$210,090

Down $123,575 (-37%) from 2014

Expenses

Up

$496,497

Up $323,356 (+187%) from 2014

Net Income

Down

-$286,407

Down $446,931 (-278%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,005,562Liabilities 2011: $0Net Assets 2011: $3,005,5622011Assets 2012: $2,832,238Liabilities 2012: $0Net Assets 2012: $2,832,2382012Assets 2013: $2,820,167Liabilities 2013: $1Net Assets 2013: $2,820,1672013Assets 2014: $2,980,691Liabilities 2014: $1Net Assets 2014: $2,980,6912014Assets 2015: $2,694,284Liabilities 2015: $1Net Assets 2015: $2,694,2842015Assets 2016: $2,575,506Liabilities 2016: $0Net Assets 2016: $2,575,5062016Assets 2017: $2,619,903Liabilities 2017: $0Net Assets 2017: $2,619,9032017Assets 2018: $4,524,687Liabilities 2018: $0Net Assets 2018: $4,524,6872018Assets 2019: $4,290,801Liabilities 2019: $1Net Assets 2019: $4,290,8012019Assets 2020: $4,571,818Liabilities 2020: $1Net Assets 2020: $4,571,8182020Assets 2021: $4,952,334Liabilities 2021: $1Net Assets 2021: $4,952,3342021Assets 2022: $5,179,875Liabilities 2022: $1Net Assets 2022: $5,179,8752022Assets 2023: $5,397,734Liabilities 2023: $0Net Assets 2023: $5,397,7342023Assets 2024: $5,562,618Liabilities 2024: $0Net Assets 2024: $5,562,6182024

Highlighted filing

2015

Assets$2,694,284
Liabilities$1
Net Assets$2,694,284
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $225,0422011Expenses 2012: $280,1012012Revenue 2013: $279,876Expenses 2013: $291,947Net Income 2013: -$12,0712013Revenue 2014: $333,665Expenses 2014: $173,141Net Income 2014: $160,5242014Revenue 2015: $210,090Expenses 2015: $496,497Net Income 2015: -$286,4072015Revenue 2016: $139,481Expenses 2016: $258,259Net Income 2016: -$118,7782016Revenue 2017: $311,076Expenses 2017: $266,679Net Income 2017: $44,3972017Revenue 2018: $1,962,972Expenses 2018: $58,188Net Income 2018: $1,904,7842018Revenue 2019: $219,000Expenses 2019: $452,886Net Income 2019: -$233,8862019Revenue 2020: $346,261Expenses 2020: $65,244Net Income 2020: $281,0172020Revenue 2021: $716,470Expenses 2021: $335,954Net Income 2021: $380,5162021Revenue 2022: $471,988Expenses 2022: $244,447Net Income 2022: $227,5412022Revenue 2023: $467,588Expenses 2023: $249,729Net Income 2023: $217,8592023Revenue 2024: $698,188Expenses 2024: $533,304Net Income 2024: $164,8842024

Highlighted filing

2015

Revenue$210,090
Expenses$496,497
Net Income-$286,407
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jan 26, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI B MCCREEDirector-$0--
KAREN F MILLSDirector-$0--
CHRISTOPHER H TAYLORDirector-$0--
Filing and Contact Details

Filer

Filer Name
William a Gregory Jr Foundation Inc
EIN
59-3607455
Phone
8137602792
Address
3225 S MACDILL AVE 129, TAMPA, FL 33629

Signing Officer

Name
Christopher H Taylor
Title
Director
Phone
8137602792
Signed
2016-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Frscpa Pllc
Address
1301 66TH ST N, SAINT PETERSBURG, FL 33710-5501
Preparer
Paul E Horowitz
Phone
7273471120
Raw XML Appendix315 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0INVESTMENT SALES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01054907
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01162913
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0108006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01138705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1442397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21020224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01170251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1485918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21782537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY SMITH BARNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UBS FINANCIAL - 2653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2RAYMOND JAMES - 5962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3RAYMOND JAMES - 5936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4US TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MORGAN STANLEY 109602
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt057664
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt044377
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0108006
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt043
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0102084
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0108006
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0210090
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt057707
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044377
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0447400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0447400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt057664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt057664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt057664
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-286407
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01207290
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0152383
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046755
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046755
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01866
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt057707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0447400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0496497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0102084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0210090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044377
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-286407
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02694284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02980691
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02694284
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0182341
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0182341
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0182341
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0182871
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0530
IRS990PF/DistributableAmountGrp/TotalTaxAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0540
IRS990PF/FMVAssetsEOYAmt03531664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02863773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02601326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03438706
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02980691
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02694284
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0116918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt092958
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt092958
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02980691
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02694284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03531664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02980691
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02694284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02980691
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02694284
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03713125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0105860
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03607265
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055697
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0182871
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03657428
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03713125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HEIDI B MCCREE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN F MILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHRISTOPHER H TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03225 S MACDILL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13225 S MACDILL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23225 S MACDILL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TAMPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233629
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0198887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0199417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0122000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0245361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0233058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0177000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0150701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.030982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.065736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.071511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03657428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03937821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03732528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03259069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03292753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03019395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0447400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.271894
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0446870
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0447400
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0530
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0447400
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAREN F MILLS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03225 S MACDILL AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033629
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08137602792
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE PARTICIPANT MUST FORMALLY REQUEST ASSISTANCE FROM THE FOUNDATION IN A PERSONALLY WRITTEN ESSAY EXPLAINING WHY THEY BELIEVE THEY WOULD BE A GOOD CANDIDATE FOR THE SCHOLARSHIP. IN ADDITION TO THE ESSAY, THE APPLICANT MUST SUBMIT COPIES OF THE FAMILY'S TWO MOST RECENT YEARS' TAX RETURNS, CURRENT TRANSCRIPTS AND ANY OTHER DOCUMENTS TO SUPPORT A NEED FOR FINANCIAL ASSISTANCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRIS TAYLOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08137602792
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03225 S MACDILL AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 129
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033629
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS MAY ONLY BE USED FOR EDUCATIONAL EXPENSES. RECIPIENT MUST BE ENROLLED AS A FULL-TIME STUDENT AT AN ACCREDITED INSTITUTION. WHILE SCHOLARSHIPS ARE BASED ON NEED AND SCHOLASTIC ABILITY, THE APPLICANT SHOULD DEMONSTRATE COMMITTMENT TO THE TAMPA BAY AREA THROUGH ACTIVE COMMUNITY SERVICE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 1 AND FEBRUARY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1172400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KEEP TAMPA BAY BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HILLSBOROUGH EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HCC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF SOUTH FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12010 E HILLSBOROUGH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239 COLUMIA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34202 EAST FOWLER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4401 W KENNEDY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt07TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433606
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0447400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0182341
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0182341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031211
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0356283
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0265059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031211
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0447400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0265059
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0356283
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091224
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0476
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046755
TaxesSchedule/TaxesDetail/Amt01866
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01866
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER H TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08137602792
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A GREGORY JR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0593607455
ReturnHeader/Filer/PhoneNum08137602792
ReturnHeader/Filer/USAddress/AddressLine1Txt03225 S MACDILL AVE 129
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033629
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592482214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRSCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 66TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337105501
ReturnHeader/PreparerPersonGrp/PhoneNum07273471120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL E HOROWITZ
ReturnHeader/ReturnTs02016-05-16T12:07:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,694,284
Liabilities
$1
Net assets
$2,694,284
Revenue
$210,090
Expenses
$496,497
Net income
-$286,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.70$0.53$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.47$0.25$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.47$0.24$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.72$0.34$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.35$0.07$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.22$0.45$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$1.96$0.06$1.90
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.31$0.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.14$0.26$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.50$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.33$0.17$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.28$0.29$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.23