Public charity
DUNEDIN, FLCity and state as stated on its FY2024 returnEIN Website
This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $167,740,939 | $151,401,667 | $232,741 | $2,897,086,645 | $216,669,112 |
| FY2023 | 990 | $138,658,628 | $116,275,538 | $46,136 | $2,815,477,380 | $198,468,830 |
| FY2022 | 990 | $100,200,617 | $78,930,136 | $0 | $2,666,717,333 | $188,119,669 |
| FY2021 | 990 | $95,219,795 | $69,303,347 | $0 | $2,485,154,200 | $221,162,294 |
| FY2020 | 990 | $93,337,453 | $83,868,476 | $622,784 | $2,115,178,080 | $203,065,479 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
No grant rows from public filings are on record for this funder. Grant lists come from Form 990-PF and from Schedule I of Form 990; a return the IRS has not yet published, or one with no grant list, has no rows here.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janet Cantees | CHAIRPERSON | 1.00 | $3,648 |
| Linda Emanuel | VICE CHAIRPERSON | 1.00 | $0 |
| Theron Hawkins | BOARD MEMBER | 1.00 | $5,878 |
| Rohland Bryant | BOARD MEMBER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 1.00 |
| $0 |
| Mike Silvernail | BOARD MEMBER | 1.00 | $0 |
| Bill Williamson | BOARD MEMBER | 1.00 | $0 |
| Jeff Felardo | SECRETARY/TREASURER | 1.00 | $10,553 |
| Walter Moore | BOARD MEMBER | 1.00 | $0 |
| Victor Lee | BOARD MEMBER | 1.00 | $13,233 |
| Gary Regoli | PRESIDENT/CEO | 40.00 | $2,881,959 |
| Janice Hollar | CFO | 40.00 | $492,073 |
| John Wintermeier | CBO | 40.00 | $296,770 |
| Jennifer Galley | COO | 40.00 | $394,696 |
| David Oak | CMO | 40.00 | $329,572 |
| Lisa Smith | CRO | 40.00 | $337,163 |
| Tracy Ingram | CTO | 40.00 | $392,128 |
| Jeffrey Blake | CPO | 40.00 | $228,891 |
| James Dawson | CDDO | 40.00 | $345,081 |
| Sarah Schackmann | CPO | 40.00 | $168,535 |
| Steven Nordbeck | VP WEALTH ADVISOR | 40.00 | $450,360 |
| Brett Harner | VP WEALTH PROGRAM MANAGER | 40.00 | $342,466 |
| Rebecca Fisher | VP WEALTH ADVISOR | 40.00 | $423,860 |
| Horace Hackney | VP CONTROLLER | 40.00 | $246,634 |
| Edwin Egan | VP ENTERPRISE ANALYTICS/DATA | 40.00 | $233,359 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443209349311539
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202313179349309486
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202233269349300828
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202133139349303483
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201923199349315867
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201832689349300713
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201800469349300230
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.