Private foundation
SAFETY HARBOR, 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.
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 | $845,417 | $545,040 | $440,650 | $6,988,292 |
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 | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $453,000 | 2022 | |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Heyman | PRES/TREAS | 1.00 | $0 |
| Keith B Morgan | VP/SECRETARY | 1.00 | $0 |
| Danielle Heyman Feist | VICE PRES | 1.00 | $0 |
| Kenneth Morgan | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $6,988,292 |
| FY2024 | 990-PF | $590,157 | $488,578 | $384,930 | $6,687,915 | $6,687,915 |
| FY2023 | 990-PF | $611,202 | $506,532 | $416,094 | $6,586,336 | $6,586,336 |
| FY2022 | 990-PF | $321,342 | $561,729 | $459,885 | $6,481,666 | $6,481,666 |
| FY2021 | 990-PF | $977,265 | $489,694 | $366,385 | $6,722,053 | $6,722,053 |
| FY2020 | 990-PF | $969,304 | $470,903 | $381,970 | $6,234,482 | $6,234,482 |
| FY2019 | 990-PF | $683,741 | $462,083 | $371,861 | $5,736,081 | $5,736,081 |
| FY2018 | 990-PF | $660,492 | $446,202 | $329,360 | $5,514,423 | $5,514,423 |
| UNRESTRICTED |
| $434,955 |
| 2025 |
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $409,124 | 2023 |
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $380,000 | 2024 |
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $375,595 | 2020 |
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $362,245 | 2019 |
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $360,010 | 2021 |
| SEE ATTACHMENTSEE ATTACHMENT, FL | UNRESTRICTED | $322,360 | 2018 |
| 1.00 |
| $0 |
| Darin Morgan | TRUSTEE | 1.00 | $0 |
| Brian Heyman | TRUSTEE | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.