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 | $497,221,275 | $387,467,531 | $251,083 | $8,142,679,220 | $834,064,632 |
| FY2023 | 990 | $407,757,981 | $307,709,900 | $0 | $7,523,425,888 | $714,500,177 |
| FY2022 | 990 | $312,549,911 | $222,811,814 | $0 | $6,612,347,991 | $620,786,777 |
| FY2021 | 990 | $278,382,544 | $169,567,552 | $0 | $6,049,933,825 | $562,385,308 |
| FY2020 | 990 | $253,930,280 | $201,783,472 | $0 | $5,118,967,278 | $452,785,274 |
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.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| POLK EDUCATION FOUNDATIONBARTOW, FL | PROVIDING FINANCIAL RESOURCES FOR HIGHER EDUCATION. | $90,083 | 2024 | |
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 |
|---|---|---|---|
| Christopher Geiger | BOARD CHARIPERSON | 1.00 | $12,623 |
| Chester Brojek | BOARD VICE CHAIRPERSON | 1.00 | $5,592 |
| Dan Pierce | BOARD SECRETARY | 1.00 | $9,183 |
| Nick Sudzina | BOARD TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| SOUTHEASTERN UNIVERSITYLAKELAND, FL |
| PAYING FOR COLLEGE SERIES. |
| $75,000 |
| 2024 |
| SOUTHEASTERN CREDIT UNION FOUNDATIONTALLAHASSEE, FL | COMMUNITY DEVELOPMENT. | $20,000 | 2024 |
| FLORIDA POLYTECHNIC UNIVERSITY FOUNDATIONLAKELAND, FL | PRESIDENTIAL AMBASSADORS PROGRAM. | $20,000 | 2024 |
| POLK ECUMENICAL ACTION COUNCIL FOR EMPOWERMENTLAKELAND, FL | COMMUNITY DEVELOPMENT. | $15,000 | 2024 |
| HIGHLANDS COUNTY EDUCATION FOUNDATIONSEBRING, FL | PROVIDING FINANCIAL RESOURCES FOR HIGHER EDUCATION. | $13,500 | 2024 |
| UNITED WAY OF CENTRAL FLORIDAHIGHLAND CITY, FL | 2024 DAY OF CARING EVENT. | $10,000 | 2024 |
| SOUTH FLORIDA STATE COLLEGE FOUNDATIONAVON PARK, FL | HELP PROMOTE HIGHER EDUCATION. | $7,500 | 2024 |
| 1.00 |
| $0 |
| Harry Williams | BOARD MEMBER | 1.00 | $13,979 |
| Darrell Jensen | BOARD MEMBER | 1.00 | $5,805 |
| Shirley Pellarchy | BOARD MEMBER | 1.00 | $9,018 |
| Gary Ruhle | BOARD MEMBER | 1.00 | $8,472 |
| Donald Williams Sr | BOARD MEMBER | 1.00 | $0 |
| Kenneth Heubusch | BOARD MEMBER | 1.00 | $0 |
| John Upperco | BOARD MEMEBR | 1.00 | $16,960 |
| Steve Moseley | PRESIDENT/CEO | 40.00 | $1,333,296 |
| Zelda Abram | EVP/CHIEF FINANCIAL OFFICER | 40.00 | $572,498 |
| Jill Davis | CHIEF MARKETING OFFICER | 40.00 | $365,017 |
| Sterling Grubbs | EVP/CHIEF LENDING OFFICER | 40.00 | $571,731 |
| Christopher David | EVP/CHIEF OPERATIONS OFFICER | 40.00 | $528,190 |
| Timothy Staley | CHIEF COMMERCIAL LENDING | 40.00 | $428,260 |
| Michael Cheeseman | CHIEF ANALYTICS OFFICER | 40.00 | $374,943 |
| James Haggins | CHIEF OF COLLECTIONS | 40.00 | $356,805 |
| Vanessa Hernandez | CHIEF RETAIL DELIVERY | 40.00 | $327,643 |
| Timothy Lysak | CHIEF INFORMATION OFFICER | 40.00 | $325,618 |
| Acie Forrer | SW FLORIDA MARKET PRESIDENT | 40.00 | $371,928 |
| Hugh Dailey | CEO SOUTHEAST TRUST/SPECIAL ASSET MANAGER | 34.00 | $368,659 |
| Cameron Brock | SVPII COMMERCIAL RELATIONSHIP OFFICER | 40.00 | $314,749 |
| Lori Katz | SVPII COMMERCIAL LOAN ADMINISTRATOR | 40.00 | $275,419 |
| David Boehling | SVP/PRIVATE CLIENT OFFICER | 40.00 | $250,930 |
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 202432019349300313
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202311389349300221
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202222999349300017
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202122179349300732
Form 990 · FY2019 · period ending Dec 31, 2019
Filing id 202012449349300911
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201941199349300929
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201811499349300646
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201701709349300025
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201632359349300028
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.