GEORGE M BALDWIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M BALDWIN FOUNDATION (EIN 20-1377117)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202131119349100223
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T14:50:36-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 501544841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonnie H Smith CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10287 Shady Crest Ln | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201377117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE M BALDWIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9043549900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST FORSYTH STREET | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN G GRIMSLEY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9047330570 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Grimsley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bonnie H Smith | PreparerPersonNm |
| PTIN | P01201311 | PTIN |
| Phone | 9047867330 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,831,711 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $417,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $417,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $482,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,093,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $482,320 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $900,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $900,067 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,379 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $905,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $905,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $993,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $937,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,824 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $853,688 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $808,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,014,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,017,230 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,051,008 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,059,403 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,085,586 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,491,693 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,109,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,207,572 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,416,989 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,491,116 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,521,323 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,768,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,674,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,831,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,337,674 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,337,674 | CapitalStockEOYAmt |
| Retained Earning BOY | -$3,569,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,663,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,768,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,674,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,768,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,674,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,768,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,824 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,674,498 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,674,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30 GEN DYNAMICS | P | 2020-01-10 | 2020-02-10 | $5,573 | $5,443 | $130 | $130 |
| 925 RAYTHEON | P | 2020-07-16 | 2020-09-23 | $55,580 | $57,375 | -$1,795 | -$1,795 |
| 185 US BANCORP | P | 2019-04-15 | 2020-02-10 | $10,055 | $9,249 | $806 | $806 |
| 750000 USTN | P | 2020-01-01 | 2020-02-15 | $750,000 | $749,652 | $348 | $348 |
| 200000 USTN | P | 2020-01-03 | 2020-06-30 | $200,000 | $200,000 | ||
| GOVT AGENCIES ROP | P | 2000-01-01 | 2020-01-01 | $27,027 | $27,027 | ||
| 10 ALPHABET INC | P | 2015-12-16 | 2020-02-10 | $14,994 | $7,436 | $7,558 | $7,558 |
| 85 AMERISOURCEBERGEN | P | 2013-12-13 | 2020-02-10 | $7,935 | $5,770 | $2,165 | $2,165 |
| 10 AUTOZONE INC | P | 2018-07-17 | 2020-02-10 | $10,544 | $6,982 | $3,562 | $3,562 |
| 30 BLACKROCK INC | P | 2011-01-27 | 2020-02-10 | $16,732 | $6,019 | $10,713 | $10,713 |
| 475 BOEING CO | P | 2018-12-20 | 2020-01-10 | $159,261 | $148,571 | $10,690 | $10,690 |
| 200000 CHEVRON CORP | P | 2015-04-22 | 2020-03-03 | $200,000 | $200,000 | ||
| 275 CISCO SYSTEMS INC | P | 2012-04-03 | 2020-02-10 | $13,339 | $5,731 | $7,608 | $7,608 |
| 150000 CISCO SYSTEMS INC | P | 2014-05-29 | 2020-01-15 | $150,000 | $150,000 | ||
| 250 COMCAST CORP | P | 2015-01-09 | 2020-02-10 | $11,101 | $7,029 | $4,072 | $4,072 |
| 75 DANAHER CORP | P | 2015-04-10 | 2020-02-10 | $12,227 | $4,888 | $7,339 | $7,339 |
| 50 DOW INC | P | 2015-03-16 | 2020-02-10 | $2,418 | $2,356 | $62 | $62 |
| 50 DUPONT DE NEMOURS | P | 2015-03-16 | 2020-02-10 | $2,594 | $3,457 | -$863 | -$863 |
| 200000 FED FARM CR BK 7/07/10 | P | 2019-04-09 | 2020-04-16 | $200,000 | $200,024 | -$24 | -$24 |
| 200000 FHLB | P | 2016-04-26 | 2020-02-17 | $200,000 | $198,440 | $1,560 | $1,560 |
| 250000 FREDDIE MAC | P | 2016-08-24 | 2020-05-24 | $250,000 | $249,425 | $575 | $575 |
| 300000 FREDDIE MAC | P | 2016-08-29 | 2020-03-28 | $300,000 | $298,410 | $1,590 | $1,590 |
| 70 HONEYWELL INTL | P | 2011-05-13 | 2020-02-10 | $12,325 | $4,061 | $8,264 | $8,264 |
| 110 MEDTRONIC INC | P | 2015-01-27 | 2020-02-10 | $13,107 | $8,320 | $4,787 | $4,787 |
| 71000 MICROSOFT CORP | P | 2016-12-22 | 2020-01-12 | $71,000 | $70,764 | $236 | $236 |
| 200000 NEWYORK NY | P | 2018-03-07 | 2020-12-01 | $200,000 | $218,159 | -$18,159 | -$18,159 |
| 140 OMNICOM GROUP | P | 2013-08-06 | 2020-02-10 | $10,616 | $8,938 | $1,678 | $1,678 |
| 3085 OMNICOM GROUP | P | 2001-01-01 | 2020-07-28 | $162,276 | $195,181 | -$32,905 | -$32,905 |
| 140 PPL CORP | P | 2017-11-22 | 2020-02-10 | $5,048 | $5,042 | $6 | $6 |
| 45 UNION PACIF | P | 2017-11-30 | 2020-02-10 | $8,280 | $5,665 | $2,615 | $2,615 |
| 40 UNITEDHEALTH | P | 2016-07-19 | 2020-02-10 | $11,467 | $5,617 | $5,850 | $5,850 |
| 250000 USTN | P | 2018-08-08 | 2020-09-30 | $250,000 | $250,000 | ||
| 220 ATT | P | 2007-11-19 | 2020-02-10 | $8,409 | $8,339 | $70 | $70 |
| 110 ABBVIE INC | P | 2008-07-25 | 2020-02-10 | $10,346 | $3,273 | $7,073 | $7,073 |
| 250 AFLAC INC | P | 2010-01-15 | 2020-12-10 | $13,126 | $6,376 | $6,750 | $6,750 |
| 100 AM EXPRESS | P | 2010-12-27 | 2020-02-10 | $13,178 | $4,313 | $8,865 | $8,865 |
| 78 AM INTL GRO WT | P | 2011-01-20 | 2020-11-02 | $27 | $1,380 | -$1,353 | -$1,353 |
| 135 APPLE INC | P | 2010-05-05 | 2020-02-10 | $43,130 | $4,879 | $38,251 | $38,251 |
| 350 APPLE INC | P | 2010-05-05 | 2020-03-25 | $88,056 | $12,651 | $75,405 | $75,405 |
| 175 BALL CORP | D | 2003-08-24 | 2020-02-10 | $13,366 | $1,538 | $11,828 | $11,828 |
| 125 BRISTOL-MYERS SQUIBB CO | P | 2008-09-12 | 2020-02-10 | $8,343 | $2,764 | $5,579 | $5,579 |
| 65 CHEVRON CORP | D | 2003-08-24 | 2011-07-01 | $7,111 | $2,898 | $4,213 | $4,213 |
| 95 COLGATE-PALMOLIVE | P | 2003-08-24 | 2020-02-10 | $7,323 | $2,555 | $4,768 | $4,768 |
| 100 CVS HEALTH | P | 2003-08-24 | 2020-02-10 | $7,325 | $1,884 | $5,441 | $5,441 |
| 80 EXXONMOBIL | P | 2003-08-24 | 2020-02-10 | $4,787 | $3,878 | $909 | $909 |
| 120 GENERAL MILLS | P | 2010-03-11 | 2020-02-10 | $6,291 | $4,344 | $1,947 | $1,947 |
| 45 GOLDMAN SACHS GROUP | P | 2009-08-07 | 2020-02-10 | $10,663 | $7,349 | $3,314 | $3,314 |
| 150 HALLIBURTON CO HLDG | D | 2003-08-24 | 2020-02-10 | $3,228 | $2,254 | $974 | $974 |
| 40 IBM | D | 2003-08-24 | 2020-02-10 | $6,126 | $3,618 | $2,508 | $2,508 |
| 235 INTEL CORP | D | 2003-08-24 | 2020-02-10 | $15,440 | $6,149 | $9,291 | $9,291 |
| 80 JOHNSON & JOHNSON | D | 2003-08-24 | 2020-02-10 | $12,116 | $4,232 | $7,884 | $7,884 |
| 160 JPMORGAN CHASE | P | 2009-04-28 | 2020-02-10 | $21,953 | $5,226 | $16,727 | $16,727 |
| 105 MARATHON PETE CORP | P | 2006-09-19 | 2020-02-10 | $5,775 | $1,578 | $4,197 | $4,197 |
| 195 MICROSOFT CORP | D | 2003-08-24 | 2020-02-10 | $36,444 | $5,239 | $31,205 | $31,205 |
| 170 NIKE INC | P | 2008-04-28 | 2020-02-10 | $16,864 | $2,904 | $13,960 | $13,960 |
| 580 NIKE INC | P | 2008-04-28 | 2020-03-25 | $46,412 | $9,908 | $36,504 | $36,504 |
| 180 ORACLE CORP | P | 2007-12-18 | 2020-02-10 | $9,872 | $3,768 | $6,104 | $6,104 |
| .50 OTIS WW | D | 2003-08-24 | 2020-04-03 | $24 | $11 | $13 | $13 |
| 932 OTIS WW | D | 2003-08-24 | 2020-07-16 | $54,153 | $21,125 | $33,028 | $33,028 |
| 150000 PENNSYLVANIA | P | 2011-01-24 | 2020-07-15 | $150,000 | $150,000 | ||
| 70 PEPSICO INC | D | 2003-08-24 | 2020-02-10 | $10,164 | $3,736 | $6,428 | $6,428 |
| 1865 RAYTHEON | D | 2003-08-24 | 2020-09-23 | $112,061 | $44,610 | $67,451 | $67,451 |
| 30 ROPER TECH | D | 2003-08-24 | 2020-02-10 | $11,703 | $735 | $10,968 | $10,968 |
| 135 TARGET | P | 2006-03-03 | 2020-02-10 | $15,745 | $6,026 | $9,719 | $9,719 |
| 70 TRAVELERS CO | P | 2009-03-19 | 2020-02-10 | $9,490 | $2,803 | $6,687 | $6,687 |
| 85 UNITED TECHNOLOGIES | D | 2003-08-24 | 2020-02-10 | $13,219 | $3,685 | $9,534 | $9,534 |
| 100 WALT DISNEY | D | 2003-08-24 | 2020-02-10 | $14,179 | $2,687 | $11,492 | $11,492 |
| 595000 USTB | P | 2019-01-16 | 2020-01-16 | $595,000 | $595,000 | ||
| 250000 USTB | P | 2019-02-06 | 2020-02-06 | $250,000 | $250,000 | ||
| 650000 USTB | P | 2019-03-12 | 2020-03-12 | $650,000 | $650,000 | ||
| 500000 USTB | P | 2019-04-09 | 2020-04-09 | $500,000 | $500,000 | ||
| 50000 USTB | P | 2019-04-16 | 2020-04-16 | $50,000 | $50,000 | ||
| 200000 CD | P | 2019-06-29 | 2020-06-29 | $200,000 | $200,000 | ||
| 200000 CD | P | 2019-09-23 | 2020-09-23 | $200,000 | $200,000 | ||
| ETF LIQUIDATION | P | 2001-01-01 | 2020-12-17 | $498,279 | $502,161 | -$3,882 | -$3,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $482,320 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$511 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,866 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,866 | SubtotalAmt |
| Tax Based On Investment Income | $11,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,255 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,255 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,389 | OverpaymentAmt |
| Applied To ES Tax | $3,389 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G GRIMSLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043549900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST FORSYTH STREET SUITE 1300 | AddressLine1Txt |
| City | JAX | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322023607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN G GRIMSLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST FORSYTH STREET 1300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322023607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $40,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,926,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $779,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,705,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,705,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,425,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $921,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $921,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,866 | TotalTaxAmt |
| Distributable Before Adj | $909,386 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $909,386 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $909,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $937,512 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $937,512 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $937,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $909,386 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,809 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,462 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,165 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $202,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $937,512 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $909,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,126 | RemainingDistriFromCorpusAmt |
| Total Corpus | $230,364 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $217,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,479 | ExcessFromYear4Amt |
| Excess From Year3 | $33,809 | ExcessFromYear3Amt |
| Excess From Year2 | $47,462 | ExcessFromYear2Amt |
| Excess From Year1 | $40,165 | ExcessFromYear1Amt |
| Excess From Current Year | $28,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SALVATION ARMY | |||||||
| 328 N OCEAN STREET | JACKSONVILLE | FL | 32202 | NONE | PC | CHILD DEVELOPMENT CENTER FOR HOMELESSCHILDREN | $25,000 |
| BOYS GIRLS CLUBS OF NE FL | |||||||
| 555 W 25TH ST | JACKSONVILLE | FL | 32206 | NONE | PC | SCHOLARSHIPS, CAMPS | $150,000 |
| GIRL SCOUTS OF GATEWAY COUNCIL | |||||||
| 1000 SHEARER STREET | JACKSONVILLE | FL | 32205 | NONE | PC | FINANCIAL ASSISTANCE PROGRAM, MENTORING PROGRAM | $50,000 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | PC | CHILDREN'S BEREAVEMENT CAMP | $10,000 |
| CHILDREN'S HOME SOCIETY | |||||||
| 3027 SAN DIEGO ROAD | JACKSONVILLE | FL | 32207 | NONE | PC | SUMMER ACTIVITIES, SUMMER POOL PROGRAMAND SCHOLARSHIPS | $10,000 |
| SULZBACHER HOMELESS CENTER | |||||||
| 611 E ADAMS STREET | JACKSONVILLE | FL | 32202 | NONE | PC | CASE MANAGEMENT AND MENTAL HEALTH SERVICES FOR HOMELESS | $150,000 |
| UNITED WAY OF NORTHEAST FL | |||||||
| 40 EAST ADAMS STREET 200 | JACKSONVILLE | FL | 32202 | NONE | PC | HOME SVCS FOR SRS, SUCCESS BY 6, AND SUMMER CAMP PROGRAMS | $400,000 |
| ST VINCENTS FOUNDATION | |||||||
| 1800 BARRS STREET | JACKSONVILLE | FL | 32203 | NONE | PC | PROVIDE MOBILE HEALTH OUTREACH IN JAX AREA | $25,000 |
| CATHEDRAL ARTS PROJECT | |||||||
| 207 NORTH LAURA STREET | JACKSONVILLE | FL | 32202 | NONE | PC | SUPPORT CLASSES AND GENERAL PROGRAMS FOR AT-RISK CHILDREN | $20,000 |
| YMCA OF FL FIRST COAST | |||||||
| 40 EAST ADAMS STREET 210 | JACKSONVILLE | FL | 32202 | NONE | PC | CAMPER SCHOLARSHIPS FOR CAMP IMMOKALEE | $25,000 |
| FL SHERIFF'S YOUTH RANCH | |||||||
| P O BOX 2000 | BOYS RANCH | FL | 32064 | NONE | PC | STUDENT TUTORING AND EDUCATION SUPPLIES | $15,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 41 East Duval Street | JACKSONVILLE | FL | 32202 | NONE | PC | FUND MEDICAL SERVICES TO UNINSURED, MEDICALLY NEEDY IN JAX AREA | $20,000 |
| FLORIDA FISH WILDLIFE CONSERVATION | |||||||
| 620 S MERIDIAN STREET | TALLAHASSEE | FL | 32399 | NONE | PC | SUPPORT YOUTH SUMMER FISHING PROGRAM IN JAX | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $417,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $482,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $900,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $900,067 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEE | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $35,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $10,000 | |
| FOREIGN TAX | $1,379 | $1,379 |
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