2026-03-26T15:33:20-05:00 2025-09-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-10-01 202900795 THE TAMPA BAY HISTORY CENTER FOUNDATION INC TAMP 8132280097 801 WATER STREET TAMPA FL 33602 AUDREY CHAPUIS PRESIDENT & CEO 8136758976 2026-03-23 1 1 LISA BURKE P00220718 8169455500 2024 2025-03-06 01:10:19Z AUDREY CHAPUIS 801 WATER STREET TAMPA FL 33602 4787558 0 X WWW.TAMPABAYHISTORYCENTER.ORG/FOUNDATION/ X 2005 FL TO PROVIDE SUPPORT FOR THE CHARITABLE OPERATIONS OF THE TAMPA BAY HISTORY CENTER, INC. 9 9 0 10 0 0 0 0 0 0 1479678 2349419 0 0 1479678 2349419 1596083 1465737 0 0 0 0 0 0 0 104278 118579 1700361 1584316 -220683 765103 45169653 49401881 0 17943 45169653 49383938 TO PROVIDE SUPPORT TO AND TO RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE AND EDUCATIONAL OPERATIONS OF THE TAMPA BAY HISTORY CENTER, INC. 0 0 1465737 1465737 THE FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION OF THE TAMPA BAY HISTORY CENTER, INC. THE SOLE PURPOSE OF THE FOUNDATION IS TO PROVIDE SUPPORT TO AND TO RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE AND EDUCATIONAL OPERATIONS OF THE HISTORY CENTER.THE TAMPA BAY HISTORY CENTER IS A NON-PROFIT EDUCATIONAL INSTITUTION IN DOWNTOWN TAMPA, FLORIDA THAT SEEKS TO PRESERVE AND TEACH THE REMARKABLE HISTORY OF THE TAMPA BAY AREA. THE HISTORY CENTER'S MISSION IS, "DISCOVERING, PRESERVING AND LEARNING FROM OUR REGION'S PAST TO INFORM OUR COMMON FUTURE." 1465737 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X MARIA T STEIJLEN CFO 8132280097 801 WATER STREET TAMPA FL 33602 KENNETH SOUZA PRESIDENT 2.00 2.00 X X 0 0 0 JANET NICHOLS VICE PRESIDENT 2.00 2.00 X X 0 0 0 CORLISS TAYLOR SECRETARY/TREASURER 2.00 2.00 X X 0 0 0 PAUL L WHITING JR PAST PRESIDENT 2.00 0.00 X 0 0 0 CAMERON A CASSEDY TRUSTEE 2.00 0.00 X 0 0 0 LUCAS DEVICENTE TRUSTEE 2.00 0.00 X 0 0 0 R JAMES ROBBINS JR TRUSTEE 2.00 0.00 X 0 0 0 BET SNYDER TRUSTEE 2.00 2.00 X 0 0 0 JOHN TOUCHTON TRUSTEE 2.00 0.00 X 0 0 0 C J ROBERTS PRESIDENT & CEO (THRU 4/30/25) 2.00 40.00 X 0 297400 42998 MARIA STEIJLEN CFO 2.00 40.00 X 0 108593 29896 0 405993 72894 0 0 1 0 0 1170713 1170713 3616845 2438139 1178706 1178706 1178706 2349419 0 0 2349419 1465737 1465737 50000 50000 68535 68535 44 44 1584316 1465737 118579 0 29912 30367 45139741 49371514 45169653 49401881 17943 0 17943 X 29015305 31773371 16154348 17610567 45169653 49383938 45169653 49401881 765103 3449182 0 X X 0 1 X 1 0 X X X 1 THE TAMPA BAY HISTORY CENTER INC 593058652 7 1 1584316 0 1 1584316 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 45169653 116992 5798560 1632729 68538 49383938 37494989 500 9375026 1646583 54279 45169653 33823268 300455 4989651 1576780 41605 37494989 42941649 435000 -8102870 1403441 47070 33823268 35864737 700000 7386201 965200 44089 42941649 0.64340 0.20724 0.14937 1 0 0 X 5730066 3449182 3449182 2280884 68535 68535 2349419 1515781 0 1515781 68535 68535 1584316 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS QUASI-ENDOWMENTS. THE TAMPA BAY HISTORY CENTER OPERATING ENDOWMENT FUND WAS ESTABLISHED TO FUND GENERAL OPERATIONS OF THE ORGANIZATION. CONTRIBUTIONS BY DONORS TO THE OPERATING ENDOWMENT ARE CONSIDERED TO BE DONOR RESTRICTED IN PERPETUITY. UNDER THE TERMS OF A GIFT AGREEMENT WITH THE UNIVERSITY OF SOUTH FLORIDA (UNIVERSITY) AND THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION (USF FOUNDATION), PRIVATE DONORS CONTRIBUTED FUNDS WHICH QUALIFIED FOR A 100% MATCH FROM THE STATE OF FLORIDA. THESE FUNDS WERE REMITTED TO USF FOUNDATION WHERE THEY HAVE BEEN USED TO ESTABLISH THE TAMPA BAY HISTORY CENTER ENDOWMENT FUND, AN ACADEMIC ENDOWMENT FOR TEACHING, RESEARCH, AND PUBLIC EDUCATION PROGRAMS ABOUT FLORIDA AND REGIONAL HISTORY. THE LEE WITT TOUCHTON MAP ACQUISITION AND CONSERVATION ENDOWMENT WAS ESTABLISHED TO PROVIDE FUNDING FOR THE MAP LIBRARY. PART X, LINE 2: THE HISTORY CENTER AND ITS AFFILIATE HAVE BEEN RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS BEEN DETERMINED TO BE A TYPE 1 SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PRESENTED IN THESE COMBINED FINANCIAL STATEMENTS FOR THESE ENTITIES. THE ORGANIZATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE REGARDING INCOME TAXES AS CODIFIED IN FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740. AT SEPTEMBER 30, 2025, MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION'S INCOME TAX FILINGS FOR YEARS AFTER THE FISCAL YEAR ENDED SEPTEMBER 30, 2021 REMAIN OPEN FOR EXAMINATION. 1 THE TAMPA BAY HISTORY CENTER INC 801 WATER STREET TAMPA FL 336010948 593058652 501(C)(3) 1465737 0 N/A N/A TO SUPPORT THE CHARITABLE AND EDUCATIONAL OPERATIONS OF THE TAMPA BAY HISTORY CENTER, INC. 1 0 PART I, LINE 2: SEVERAL OF THE TRUSTEES OF THE FOUNDATION ALSO SERVE AS TRUSTEES OF THE TAMPA BAY HISTORY CENTER, INC. THE OVERLAPPING OFFICERS AND TRUSTEES ENSURE THAT FUNDS TRANSFERRED TO THE HISTORY CENTER ARE USED FOR THE INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 C J ROBERTS PRESIDENT & CEO (THRU 4/30/25) 0 262400 0 35000 0 0 0 9963 0 33035 0 340398 0 0 PART I, LINE 3 THE CEO IS PAID BY THE SUPPORTED ORGANIZATION, TAMPA BAY HISTORY CENTER, INC. (SEE SCHEDULE R, PART II). TBHC USES THE FOLLOWING METHODS TO ESTABLISH THE CEO'S COMPENSATION: -COMPENSATION COMMITTEE -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION'S SUPPORTED ORGANIZATION, TAMPA BAY HISTORY CENTER, INC. (59-3058652), IS THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A PROSPECTIVE TRUSTEES SHALL BE APPROVED BY THE MEMBER AND ELECTED BY THE BOARD. ANY TRUSTEE MAY BE REMOVED BY THE MEMBER WHENEVER, IN THE JUDGEMENT OF THE MEMBER, THE BEST INTERESTS OF THE CORPORATION WILL BE SERVED. FORM 990, PART VI, SECTION A, LINE 7B THE PROVISION OF THE BYLAWS THAT ALLOWS FOR THE MEMBER TO REMOVE TRUSTEES IS NOT SUBJECT TO CHANGE BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CFO AND DISCUSSED WITH THE PREPARER. A COPY OF THE 990 IS SENT TO THE FULL BOARD FOR REVIEW AND COMMENT. AFTER CONSIDERING BOARD COMMENTS, THE FORM IS SIGNED BY A DESIGNATED OFFICER AND SUBSEQUENTLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR OF THE BOARD OF TRUSTEES DISCUSSES THE CONFLICT OF INTEREST POLICY WITH TRUSTEES ANNUALLY AND REQUESTS ANY CONFLICTS BE DISCLOSED AT EACH MEETING. THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BOARD OF TRUSTEES HANDBOOK PROVIDED TO EACH NEW BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990, CODE OF ETHICS (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), STRATEGIC PLAN, DONOR PRIVACY POLICY AND AUDITED FINANCIAL STATEMENTS (COMBINED REPORT) AVAILABLE TO THE PUBLIC ON THE TAMPA BAY HISTORY CENTER'S WEBSITE WWW.TAMPABAYHISTORYCENTER.ORG. GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FOUNDATION IS INCLUDED IN THE COMBINED AUDIT OF THE TAMPA BAY HISTORY CENTER, INC. AND AFFILIATE. THE TAMPA BAY HISTORY CENTER, INC. HAS ESTABLISHED AN AUDIT COMMITTEE RESPONSIBLE FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE TAMPA BAY HISTORY CENTER INC 801 WATER STREET TAMPA FL 33602 593058652 TO PROVIDE EDUCATIONAL PROGRAMS AND EXHIBITIONS OF AREA HISTORY FL 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0