Private foundation
TAMPA, FLEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $409,496 | $531,552 | $443,155 | $6,634,714 |
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 23% 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.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Straz Center for the Performing ArtsMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | Third installment of challenge grant. | $50,000 | 2025 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frank J Rief Iii | Trustee | 1.00 | $20,000 |
| G Lowe Morrison | Trustee | 1.00 | $20,000 |
| Sandra E Tolle | Trustee | 1.00 | $8,000 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $6,634,714 |
| FY2023 | 990-PF | $431,224 | $498,059 | $418,291 | $6,694,827 | $6,692,861 |
| FY2022 | 990-PF | $340,414 | $507,114 | $428,870 | $6,760,544 | $6,760,544 |
| FY2021 | 990-PF | $618,942 | $505,315 | $431,578 | $6,942,495 | $6,942,495 |
| FY2020 | 990-PF | $207,127 | $518,602 | $448,155 | $6,820,678 | $6,820,678 |
| FY2019 | 990-PF | $617,653 | $490,122 | $417,741 | $7,143,425 | $7,143,425 |
| FY2018 | 990-PF | $593,299 | $527,061 | $453,594 | $7,027,785 | $7,027,785 |
| FY2017 | 990-PF | $646,839 | $508,691 | $432,869 | $6,969,973 | $6,969,973 |
| FY2016 | 990-PF | $673,140 | $498,334 | $426,819 | $6,851,887 | $6,851,887 |
| Mote Marine LaboratorySarasota, FL | Second installment for challenge grant. | $50,000 | 2022 |
| The Florida AquariumMatched to this organization because 10 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | Capping Grant Challenge | $50,000 | 2019 |
| Mote Marine LaboratorySarasota, FL | Final installment for challenge grant. | $50,000 | 2025 |
| The Florida AquariumMatched to this organization because 10 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | Capping Grant Challenge | $50,000 | 2020 |
| Mote Marine LaboratorySarasota, FL | First installment for challenge grant. | $50,000 | 2021 |
| Mote Marine LaboratorySarasota, FL | Third installment for challenge grant. | $50,000 | 2023 |
| Marie Selby Botanical GardensSarasota, FL | Third installment of challenge grant. | $50,000 | 2025 |
| The Dali MuseumSt Petersburg, FL | Challenge grant. | $50,000 | 2023 |
| Straz Center for the Performing ArtsMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | First installment of challenge grant. | $50,000 | 2022 |
| The Florida AquariumMatched to this organization because 10 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | Challenge grant to be paid over 5 year period. | $50,000 | 2018 |
| The Florida AquariumMatched to this organization because 10 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | Challenge grant to be paid over 5 year period. | $50,000 | 2017 |
| Marie Selby Botanical GardensSarasota, FL | First Installment for finish line capping challenge grant. | $50,000 | 2023 |
| The Florida AquariumMatched to this organization because 10 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Tampa, FL | Challenge grant to be paid over 5 year period. | $50,000 | 2016 |
| Mote Marine LaboratorySarasota, FL | Funding for the renovation of Mote's Marine Education Resource Center | $45,000 | 2017 |
| Mote Marine LaboratorySarasota, FL | Funding for the renovation of Mote's Marine Education Resource Center | $45,000 | 2016 |
| University of South Florida FoundatMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2021 to 2025. Counted Oct 9, 2026.Tampa, FL | Third installment for Dr. Francis's Digital Archive project and funding for Classical WSMR Fall Membership Campaign. | $35,000 | 2020 |
| Ringling College of Art DesignSarasota, FL | Fifth and final installment of the challenge grant to be used towards the construction of a 21st century library commons. | $30,000 | 2019 |
| Ringling College of Art DesignSarasota, FL | Second installment of the challenge grant to be used towards the construction of a 21st century library commons. | $30,000 | 2017 |
| Ringling College of Art DesignSarasota, FL | Third installment of the challenge grant to be used towards the construction of a 21st century library commons. | $30,000 | 2018 |
| Ringling College of Art DesignSarasota, FL | Second installment of the challenge grant to be used towards the construction of a 21st century library commons. | $30,000 | 2016 |
| Tampa Bay History CenterTampa, FL | Second installment of the challenge grant to be used for Charting the Future expansion. | $25,000 | 2019 |
| State College of Florida FoundationBradenton, FL | Final installment of the challenge grant to be used towards the construction of the Library and Learning Center. | $25,000 | 2021 |
| Tampa Metropolitan Area YMCATampa, FL | Challenge grant for capital campaign. | $25,000 | 2017 |
| Selby Botanical GardensSarasota, FL | First installment used to fund shelving, repair and restoration of rare volumes, and purchase and installation of equipment. | $25,000 | 2016 |
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-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202541339349100139
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202401289349102430
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202321249349101602
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202201319349101110
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202141319349102599
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202031959349101613
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201901359349100205
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201801589349100625
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201711169349100021
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.