Form990'PF
Department
of
the
Treasury
Internal
Revenue
SerVice
294911460g502
Return
of
Private
Foundation
or
Section
4947(ax1)
Trust
Treated
as
Private
Foundation
>
Do
not
enter
social
security
numbers
on
this
form
as
it
may
be
made
public.
>
Information
about
Form
990-PFand
its
separate
instructions
is
at
www.ig.gov/fomr990pf.
8
OMB
No
15450052
2016
Open
to
PublicInspection
i
or
calendar
year
2016
or
tax
year
beginning
2016,
and
endirg
.
K;
Emplo
on
number
Trish
Jo
Foundation
(4-14039491101155/15
200
Gar
enAveN
Suite
B
B
Telephone
number
see
nSUUM
Clearwater,
FL33755
(727)
501-3407
C
It
exemption
application
is
pending,
check
here
>
D
G
Check
all
that
apply'
Initial
return
-
Initial
return
of
a
former
publiccharity
D
1
Foreign
organizations,
check
here
,
[I
*
Final
return
-
Amended
return
X
Address
change
X
Name
change
2
Foreign
organizations
meeting
the
85%
test,
check
here
and
attach
computation
*1]
H
Check
type
oforganization;
Section
501(c)(3)
exempt
private
foundation
DSection
4947(a)(l)
nonexemp
charitable
trust
D
Other
taxable
private
foundation
E
It
private
foundation
status
was
terminated
I
Fair
market
value
of
all
assets
at
end
of
year
J
Accounting
method
[Cash
UAccrual
under
section
507(bXIXA)
checkhere
5
D
(from
Part
'
column
(0),
line
,6)
D
Other
(speufy)
F
If
the
foundation
isin
a
60-month
termination
>
,373,916.
(Part
1,
column
(d)
must
beon
cash
basrs
)
under
section507(b)(t)(B),
checkhere
>l]
Partl
lAnalysis
of
Revenue'and
Expenses
(The
total
of
amounts
in
columns
(b),
(c),
and
(d)
may
not
neces-
sarily
equal
the
amounts
In
column
(a)
(see
instructions).)
(3)
Revenueand
expenses
per
books
(b)
Netinvestment
income
(c)
Adjusted
net
income
(d)
Disbursements
for
charitable
purposes
(cash
ba5is
only)
mczm rri J
1
Contribimons
its,
grants,
etc,ieoeived
(attach
schedule)
2
Check
*
[Tit
theloundation
isnotrequired
to
attach
Sch
B
3
Interest
on
savmgs
and
temporarycashinvestments
4
Divrdends
and
interest
from
securities
5
a
Gross
rents
b
Net
rental
income
or
(loss)
2,269,287.
L
3864
540
.
1,
386L540
.
1,
386,540.
a
Net
gain
or
(loss)
lrorn
sale
at
assetsnot
on
line
10
Gross
sales
price
for
all
86
r
747
r
080
.
assets
on
line
Ga
1,
665,
459.
Capital
gainnet
income
(from
Part
tV,line
2)
8
Net
short
term
capital
gain
9
Income
modit
cations
Gross
sales
less
10
a
returns
and
allowances
1,
665,
459.
Less
Cost
of
goods
sold
Gross
profit
or(loss)(attach
schedule)
11
Other
income
(attach
schedule)
12
Total.
Add
lines
I
through
11
3.051,
999.
L
386J540.
III IUIZMVX I
m t>x un z ZU>
1
3
1
4
1
5
16
a
Legaltees
(attach
schedule)
b
Accounting
tees
(attach
sch)
c
Other
professional
fees
(attachsch)
Compensation
of
officers.
directors,trustees,etc
Other
employee
salaries
and
wages
Pen5ion
plans,
employee
benefits
See
St
1
171819
InterestTaxes
(attach
scheduleXsee
instrs)
Depreciation
(attach
schedule)
and
depletion
Occupancy
Travel.
conterences,
and
meetings
Printing
and
publications
Other
expenses
(attach
schedule)
See
Statement
2
Total
operating
and
administrative
expenses.
Add
lines
13
through
23
Contributions,
gifts,
giantspaid
PartXV
Total
expenses
and
disbursements.
Add
lines
4
and
25
20
21
22
23
24
2526
543214286.
0.
P
j
1,625.
AP
G
1,250.
L250.
2,875.
1,250.
61L131L261
.
6L
131,261
.
61L134L136.
1,250.
61,131,261.
27
Subtract
hne
261mm
line
12;
a
Excess
ot
revenue
over
expensesand
disbursements
13
Net
investment
income
atnegative.
enter
-0-)
C
Adjusted
net
income
atnegative,
enter
-0-)
-55,812,850.
34
05(L
749.
1,
386,540.
AA
For
Paperwork
ReductionAct
Notice,
see
instructions.
TEEAO504L
12/16/16
Form
990-PF
(2016)
7
549
Form
990-
PF
(2016)
Trish
J01
Foundation
46-1403949
Page
2
1mBalance
Sheets
Attachedschedules
andamounts
in
thedescription
column
should
be
for
end-of-year
amounts
only
(See
instructions
)
Beginning
of
year
End
of
year
(a)
Book
Value
(b)
Book
Value
(c)
Fair
Market
Value
8
910
It-HINDU )
11
12
13
14
15
16Cash
-
non-
-i-nterest
bearing
Savmgs
and
temporarycash
investments
Accounts
receivable
>
16.
16.
ess;
allowance
for
doubtful
accounts
>
ledges
receivable
>
ess;
allowance
for
doubtful
accounts
>
rants
receivable
Receivables
duefrom
officers,
directors,
trustees,
and
other
disqualified
persons
(attach
schedule)(see
instructions)
Other
notes
and
loansreceivable
(attach
sch)
h
ess.
allowance
for
doubtful
accounts
P
nventories
for
sale
or
use
Prepaid
expensesand
deferred
charges
a
Investments
-
U.S.
and
state
government
obligations
(attach
schedule)
b
Investments
--
corporate
stock
(attach
schedule)
c
Investments
-
corporate
bonds
(attach
schedule)
Investments
-
land,
buddings,
and
equipments
baSIS
58,550,000.
ess
accumulated
deprecration
(attach
schedule)
>
nvestments
-
mortgage
loans
----------
Investments
-
other
(attach
schedule)Land,
bwldings,
and
eqUipmentr
baSISP
essaccumulated
depreciation
----------
(attach
schedule)
>
otal
assets
(to
becompletedby
all
filers
-
see
the
instructions.
Also,
see
page
I,
item
I)
4,373,900.
4,373,900.
58,550,000.4,373,916.4,373,916.
17
1819
20
21
m
23
Accounts
payable
and
accrued
expenses
Grants
payableDeferred
revenue
Loansfrom
officers,
directors,
trustees,
&
other
disqualified
personsMortgages
and
othernotes
payable
(attach
schedule)
Other
liabilities
(describeb
)
Total
liabilities
(add
lines
17
through
22)
25
26
27
28
29
30
31
U
U
Foundations
that
follow
SFAS
117,
check
here
and
complete
lines
24
through
26
and
lines
30
and
31.
tel
Unrestricted
Temporarily
restricted
Permanently
restricted
Foundations
that
do
not
follow
SFAS
117,
check
here
and
complete
lines
27
through
31.
*I]
Capital
stock,
trust
prinCipal,
or
current
funds
Paid-in
or
capital
surplus,
or
land,
bldg.,
andequipmentfund
Retained
earnings,
accumulated
income,
endowment,
or
other
funds
Totalnet
assetsor
fundbalances
(see
instructions)
Total
liabilities
and
net
assetslfund
balances
(see
instructions)
58,550,000.4,373,916.
58,550,000.
4,373,916.58,550,000.
4
373,916.
Part
III17tnalysis
of
Changes
in
Net
Assets
orFLund
Balances
Total
net
assets
or
fund
balances
at
beginning
of
year
-
end-Enter
amount
from
Part
I,
line
27a
Other
increases
not
included
inline
2
(itemize)
Add
G
of-year
figure
reported
on
prior
year's
return)
lines
I,
2,
and
3
Decreases
not
included
in
line
2
(itemize)
>
Total
net
assets
or
fundbalances
at
end
of
year
(line
4minus
line
5)
-
Part
II,
column
(b),
line
30
t
See
Statement
4
Part
II,
column
(a),
line
30
(mustagree
wrth
58,550,000.
-55,812,850.
1,636,766.4,373,916.
m
4,373,916.
AA
TEEAOSOZL
12/16/16
Form
990-PF
(2016)
Form
990-PF
(2016)
TrishJoy
Foundation
46-1403949
Page
3
[PartIV[Capital
Gains
and
Losses
tFr
Taxon
Investment
Income
(a)
List
and
describe
the
kind(s)
of
prope
sold
(e.g.,
real
estate,
(b)
How
acquned
(C)
Date
acquned
(d)
Date
sold
2-story
brick
warehouse,
or
common
stoc
,
200
shares
MLC
Company)
73233332
(mo
day,
yr)
(mo
,
day,
yr)
Ia
SeeStatement
5
b
c
d
e
(f)
DepreCIation
allowed
(9)
Cost
or
other
ba5is
(h)
Gain
or
(loss)
(e)
Gross
sales
price
(or
allowable)plus
expense
of
sale
(e)
Plus
(0
minus
(9)
a
b
cde
Complete
only
for
assets
showmg
gain
in
column
(h)
and
owned
by
the
foundation
on
12/31/69
(03311130731
(h)
-
Ad
usted
baSis
(k)
Excess
of
col.
(i)
93'
minus
c01.00.
11111
011985
(I)
FM'V'
as
Of
1231/69
was
olf
12/31/69
over
col.
(j),
if
any
than
-0-)
orLosses(from
col(h))
a
b
c
d
e
If
gain,
alsoenter
in
Part
1,
line
7
2
Capital
gain
net
income
or(net
capital
loss).
-[If
(loss),
enter
-0-
in
Part
I,
line
7
j-
2l,
665,
459
.
3Net
short-term
capital
gain
or
(loss)
as
defined
in
sections1222(5)
and
(6)'
If
gain,
also
enter
in
Part
I,
line
8,
column
(c)
(see
instructions).
If
(loss),
enter
-0-
j.
in
Part1,
line83
-48,511,259.
Part
V
lQualification
Under
Section
4940(e)
for
Reduced
Tax
on
Net
Investment
Income
(Foroptional
use
bydomestic
private
foundations
subject
to
the
section
4940(a)
tax
on
net
investmentincome.)
If
section
4940(d)(2)
applies,
leave
this
partblank.
Was
the
foundation
liablefor
the
section
4942
tax
on
the
distributable
amount
of
any
year
in
the
base
period?
If
'Yes,'
the
foundation
does
not
qualify
under
section
4940(e)
Do
not
complete
thispart.
1
Enter
theappropriate
amount
in
each
column
for
each
year,
see
the
instructions
before
makingany
entries.
I]
Yes
No
(a)
(b)
(e)
Base
period
yearsAdjusted
qualifying
distributions
Netva
ue
of
Calendar
year
(or
tax
year
noncharitable-use
assets
beginning
in)
d)
DlStrIthtlon
ratio
(col.
(b)
diVided
by
col.(c))
2015
58,351,400.
2014
2013
2012
011
Total
of
line
1.
column
(d)
Average
distribution
ratiofor
the
5-year
base
period
-
diVide
the
total
on
line
2by
5,
or
by
the
number
of
years
the
foundation
has
been
in
eXistence
if
less
than5years
Enter
the
net
value
of
noncharitable-use
assets
for
2016
from
Part
X,
line
5
Multiply
line
4
by
line
3
Enter
1
of
net
investment
income
(1%
of
Part
1,
line
27b)
Add
lines
5
and
6Enter
qualifying
distributions
from
Part
XII,
line
4
31,
961,
433
.
30,507.
7
30,507.
61,131,261.
f
line
8
is
equal
to
or
greater
than
line
7,
check
the
box
in
Part
VI,line
1b,
and
complete
that
part
usmg
a
1%
tax
rate.
See
the
Part
VI
instructions.
TEE OSO L
IZ I I
Form
990-PF
(2016)