THE ST JOE COMMUNITY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE ST JOE COMMUNITY FOUNDATION INC (EIN 59-3576402)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349101497
- Schema version
- 2017v2.3
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T15:14:56-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRAND BOULEVARD SUITE 210 | AddressLine1Txt |
| City | MIRAMAR BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593576402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ST JOE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 8502316435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SOUTH WATERSOUND PARKWAY | AddressLine1Txt |
| City | WATERSOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | APRIL WILKES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8502316435 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY FULMER | PreparerPersonNm |
| PTIN | P00173708 | PTIN |
| Phone | 8508373141 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.185.21.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 12:26:00 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 472ECF21F4D42F7D3E00C990EFB9CF42FF36A8D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,553,586 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $207,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,743 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,390,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,623,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,743 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $451 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,135,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,135,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,288,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,135,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $335,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,218,472 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,431,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,431,586 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $122,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $122,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,422 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,422 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,218,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,553,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,553,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,218,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,553,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,218,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,553,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,218,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,553,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,218,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $335,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,553,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,553,586 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,217,202 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,882,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.313472 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,027,747 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,194,404 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.321734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,097,979 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,446,988 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.448706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $892,266 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,735,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.514017 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,798,926 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,469,356 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.224296 | DistributionYr5Rt |
| Total Distribution | 2.822225 | TotalDistributionRt |
| Average Distribution | 0.564445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,609,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,601,635 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,601,901 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,135,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $537 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STJCF.COM | WebsiteAddressTxt |
| Individual With Books | APRIL WILKES | IndividualWithBooksNm |
| Phone | 8502316435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 S WATERSOUND PKWY | AddressLine1Txt |
| City | WATERSOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEN BORICK | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32461 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JORGE GONZALEZ | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32461 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| APRIL WILKES | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32461 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| RHEA GOFF | ||||||||
| 133 S WATERSOUND PKWY | WATERSOUND | FL | 32461 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,679,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,679,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,679,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,609,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $533 | TotalTaxAmt |
| Distributable Before Adj | $229,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,135,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,135,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,135,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,725,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $805,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $975,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $868,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,035,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,409,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,135,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,905,698 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,315,369 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,725,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,589,911 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $805,473 | ExcessFromYear4Amt |
| Excess From Year3 | $975,630 | ExcessFromYear3Amt |
| Excess From Year2 | $868,027 | ExcessFromYear2Amt |
| Excess From Year1 | $1,035,083 | ExcessFromYear1Amt |
| Excess From Current Year | $1,905,698 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 30A 10K INC | ||||||||
| 251 GROVE LANE | FREEPORT | FL | 32439 | NONE | PC | HEALTHCARE/EDUCATION | $5,000 | |
| AIR FORCE ASSOCIATION EDUCATION FOUNDATION | ||||||||
| P O BOX 176 | SHALIMAR | FL | 32579 | NONE | PC | EDUCATION | $10,000 | |
| IN MEMORY OF ALAN RIEHL | ||||||||
| 288 BRUSHED DUNES CIRCLE | FREEPORT | FL | 32459 | NONE | PF | HEALTHCARE | $2,500 | |
| AMERICAN LEGION POST 356 | ||||||||
| 400 ABERDEEN PARKWAY | PANAMA CITY | FL | 32444 | NONE | PC | CULTURAL ARTS | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 222 N BAYLEN STREET | PENSCAOLA | FL | 32502 | NONE | PC | HEALTHCARE | $25,000 | |
| AMERICAN RED CROSS - NW FLORIDA CHAPTER | ||||||||
| 222 N BAYLEN STREET | PENSACOLA | FL | 32502 | NONE | PC | HEALTHCARE | $20,000 | |
| AMIKIDS PANAMA CITY MARINE INSTITUTE | ||||||||
| PO BOX 268 | PANAMA CITY | FL | 32402 | NONE | PC | EDUCATION | $25,000 | |
| ANCHORAGE CHILDREN'S HOME OF BAY COUNTY | ||||||||
| 2121 LISENBY AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | HEALTHCARE | $14,000 | |
| ANGEL HOUSE BEREAVEMENT CENTER | ||||||||
| 1015 GRACE AVENUE UNIT C | PANAMA CITY | FL | 32401 | NONE | PC | HEALTHCARE | $3,000 | |
| APALACHICOLA RIVER COMMUNITY OF INDIANS | ||||||||
| 6928 BAYOU GEORGE DRIVE | PANAMA CITY | FL | 32404 | NONE | PC | CULTURAL ARTS | $1,425 | |
| BAY COUNTY AUDUBON SOCIETY | ||||||||
| P O BOX 1182 | PANAMA CITY | FL | 32402 | NONE | PC | ENVIRONMENT | $8,180 | |
| BAY EDUCATION FOUNDATION | ||||||||
| 1311 BALBOA AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | EDUCATION | $97,500 | |
| BAY HIGH QUARTERBACK CLUB | ||||||||
| PO BOX 30625 | PANAMA CITY | FL | 32412 | NONE | PC | HEALTHCARE | $15,000 | |
| BEACH CARE SERVICES INC | ||||||||
| 6816 THOMAS DRIVE | PANAMA CITY | FL | 32408 | NONE | PC | HEALTHCARE | $10,000 | |
| BEACH DOLPHINS BOOSTER CLUB | ||||||||
| 2116 PEBBLE BEACH PLACE | PANAMA CITY | FL | 32408 | NONE | PC | HEALTHCARE | $5,000 | |
| BOYS & GIRLS CLUB OF THE EMERALD COAST | ||||||||
| 923 DENTON BOULEVARD | FORT WALTON BEACH | FL | 32547 | NONE | PC | EDUCATION | $42,300 | |
| BOZEMAN BASEBALL BOOSTER CLUB | ||||||||
| P O BOX 8385 | SOUTHPORT | FL | 32409 | NONE | PC | HEALTHCARE | $300 | |
| CARING & SHARING OF SOUTH WALTON | ||||||||
| 112 LYNN DRIVE | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $20,000 | |
| CHAUTAUQUA CHARTER SCHOOL | ||||||||
| 1118 MAGNOLIA AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | EDUCATION | $25,000 | |
| CHILDREN'S ADVOCACY CENTER | ||||||||
| 210 EAST 11TH STREET | PANAMA CITY | FL | 32401 | NONE | PC | HEALTHCARE | $17,000 | |
| CHILDREN'S VOLUNTEER HEALTH NETWORK | ||||||||
| P O BOX 2142 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $17,000 | |
| CHOCTAWHATCHEE BASIN ALLIANCE | ||||||||
| 109 GREENWAY TRAIL | SANTA ROSA BEACH | FL | 32459 | NONE | PC | ENVIRONMENT | $33,000 | |
| COVENANT CARE | ||||||||
| 107 WEST 19TH STREET | PANAMA CITY | FL | 32405 | NONE | PC | HEALTHCARE | $50,000 | |
| EASY ON 30A | ||||||||
| 142 POND CYPRESS WAY | SANTA ROSA BEACH | FL | 32459 | NONE | PC | CULTURAL ARTS | $10,000 | |
| EMERALD COAST CHILDREN'S ADVOCACY CENTER | ||||||||
| PO BOX 1237 | NICEVILLE | FL | 325881237 | NONE | PC | HEALTHCARE | $10,000 | |
| EMERALD COAST SCIENCE CENTER | ||||||||
| 31 SW MEMORIAL PARKWAY | FORT WALTON BEACH | FL | 32548 | NONE | PC | EDUCATION | $18,000 | |
| EMERALD COAST THEATRE COMPANY | ||||||||
| P O BOX 9175 | MIRAMAR BEACH | FL | 32459 | NONE | PC | CULTURAL ARTS | $20,100 | |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | ||||||||
| 4750 COLLEGIATE DRIVE | PANAMA CITY | FL | 32405 | NONE | PC | EDUCATION | $170,000 | |
| FOOD FOR THOUGHT OUTREACH | ||||||||
| 174 WATERCOLOR WAY SUITE 2013 286 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $37,000 | |
| FOOD4KIDZ | ||||||||
| 22811 PANAMA CITY BEACH PARKWAY 26 | PANAMA CITY | FL | 32413 | NONE | PC | HEALTHCARE | $3,000 | |
| FORE HER INC | ||||||||
| 54 W SHIPWRECK ROOAD | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $1,000 | |
| FREEPORT AREA YOUTH SPORTS ASSOCIATION | ||||||||
| 560 WATERVIEW COVE | FREEPORT | FL | 32439 | NONE | PC | HEALTHCARE | $10,000 | |
| GEORGE A BUTCHIKAS FOUNDATION FOR AUTISM | ||||||||
| P O BOX 9008 | PANAMA CITY | FL | 32417 | NONE | PC | HEALTHCARE | $20,000 | |
| GIRLS INC | ||||||||
| 1100 FOUNTAIN AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | EDUCATION | $10,000 | |
| GULF COAST CHIEF PETTY OFFICERS ASSOCIATION | ||||||||
| 2117 WILKINSON AVENUE | PANAMA CITY BEACH | FL | 32408 | NONE | PC | ENVIRONMENT | $2,500 | |
| GULF COAST CHILDREN'S ADVOCACY CENTER | ||||||||
| 210 EAST 11TH STREET | PANAMA CITY | FL | 32401 | NONE | PC | HEALTHCARE | $25,000 | |
| GULF COAST COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 9440 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | PC | EDUCATION | $48,000 | |
| GULF COAST STATE COLLEGE FOUNDATION | ||||||||
| 5230 WEST HIGHWAY 98 | PANAMA CITY | FL | 32401 | NONE | PC | EDUCATION | $112,500 | |
| GULF JAZZ SOCIETY | ||||||||
| PO BOX 1535 | PANAMA CITY | FL | 32401 | NONE | PC | CULTURAL ARTS | $4,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 110 S COUNTY HIGHWAY 393 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEATLHCARE | $17,000 | |
| HISTORIC ST ANDREWS WATERFRONT PARTNERSHIP | ||||||||
| 1134 BECK AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | CULTURAL ARTS | $5,000 | |
| HOUSEBOYS OF FLORIDA | ||||||||
| 2716 RAVENWOOD COURT | LYNN HAVEN | FL | 32444 | NONE | PC | HEALTHCARE | $2,000 | |
| JUNIOR LEAGUE OF PANAMA CITY | ||||||||
| PO BOX 311 | PANAMA CITY | FL | 30402 | NONE | PC | HEALTHCARE | $10,000 | |
| KALEIDOSCOPE THEATRE | ||||||||
| P O BOX 526 | LYNN HAVEN | FL | 32444 | NONE | PC | CULTURAL ARTS | $10,000 | |
| KINDRED SPIRIT THERAPY MINIS | ||||||||
| 5411 HILTON ROAD NORTH | BAKER | FL | 32531 | NONE | PC | HEALTHCARE | $4,000 | |
| LIFE MANAGEMENT CENTER OF NWFL | ||||||||
| 525 EAST 15TH STREET | PANAMA CITY | FL | 32405 | NONE | PC | HEALTHCARE | $50,000 | |
| MATRIX COMMUNITY OUTREACH CENTER | ||||||||
| 37 NORTH 9TH STREET | DEFUNIAK SPRINGS | FL | 32433 | NONE | PC | HEALTHCARE | $2,000 | |
| MUSCOGEE NATION OF FLORIDA | ||||||||
| 278 CHURCH ROAD | BRUCE | FL | 32455 | NONE | PC | CULTURAL ARTS | $13,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| P O BOX 10642 | PANAMA CITY | FL | 32404 | NONE | PC | HEALTHCARE | $1,500 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 1040 WOODCOCK ROAD SUITE 119 | ORLANDO | FL | 32803 | NONE | PC | HEALTHCARE | $5,000 | |
| NORTH BAY HAVEN BOOSTERS INC | ||||||||
| 1 BUCCANEER DRIVE | PANAMA CITY | FL | 32504 | NONE | PC | EDUCATION | $1,900 | |
| NORTHWEST FLORIDA BALLET | ||||||||
| 310 PERRY AVENUE SE | FORT WALTON BEACH | FL | 32548 | NONE | PC | CULTURAL ARTS | $22,170 | |
| NORTHWEST FLORIDA GUARDIAN AD LITEM | ||||||||
| 19 IOWA DRIVE NE | FORT WALTON BEACH | FL | 32548 | NONE | PC | HEALTHCARE | $3,500 | |
| PANAMA CITY BEACH SENIOR SERVICES FOUNDATION INC | ||||||||
| 423 LYNDELL LANE | PANAMA CITY | FL | 32407 | NONE | PC | HEALTHCARE | $2,400 | |
| PANAMA CITY COMMUNITY DEVELOPMENT COUNCIL | ||||||||
| 1000 BECK AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | CULTURAL ARTS | $10,000 | |
| PANAMA CITY MUSIC ASSOCIATION | ||||||||
| P O BOX 133 | PANAMA CITY | FL | 32402 | NONE | PC | CULTURAL ARTS | $3,000 | |
| PANAMA CITY POPS ORCHESTRA | ||||||||
| PO BOX 744 | PANAMA CITY | FL | 32402 | NONE | PC | CULTURAL ARTS | $30,000 | |
| PANAMA CITY RESCUE MISSION | ||||||||
| 609 ALLEN AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | HEALTHCARE | $25,000 | |
| PARKWAY PRESBYTERIAN CHURCH | ||||||||
| 505 SOUTH TYNDALL PARKWAY | PANAMA CITY | FL | 32404 | NONE | PC | HEALTHCARE | $5,000 | |
| PYRAMID INC | ||||||||
| 524 HARISON AVENUE | PANAMA CITY | FL | 32401 | NONE | PC | HEALTHCARE | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF NWFL | ||||||||
| 5200 BAYOU BOULEVARD | PENSCOLA | FL | 32503 | NONE | PC | HEALTHCARE | $1,500 | |
| ROSEMARY BEACH FOUNDATION INC | ||||||||
| 9440 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | PF | EDUCATION | $5,000 | |
| ROTARY YOUTH CAMP OF NORTH FLORIDA | ||||||||
| PO BOX 10426 | TALLAHASSEE | FL | 32302 | NONE | PC | HEALTHCARE | $12,000 | |
| SACRED HEART FOUNDATION | ||||||||
| PO BOX 2700 | PENSACOLA | FL | 32513 | NONE | PC | HEALTHCARE | $600,000 | |
| SALVATION ARMY | ||||||||
| PO BOX 540 | PANAMA CITY | FL | 32402 | NONE | PC | HEALTHCARE | $5,000 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 30000 | BOONE | NC | 26807 | NONE | PC | HEALTHCARE | $25,000 | |
| SEASIDE SCHOOL FOUNDATION | ||||||||
| PO BOX 4825 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | EDUCATION | $10,000 | |
| SIGHT SAVERS AMERICA | ||||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | NONE | PC | HEALTHCARE | $12,000 | |
| SINFONIA GULF COAST | ||||||||
| 36468 EMERALD COAST PARKWAY SUITE | DESTIN | FL | 32541 | NONE | PC | CULTURAL ARTS | $30,000 | 11102 |
| SOUTH WALTON LITTLE LEAGUE | ||||||||
| 325 MOLL DRIVE | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $6,000 | |
| SOUTH WALTON YOUTH FOOTBALL INC | ||||||||
| PO BOX 2039 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | HEALTHCARE | $850 | |
| ST ANDREW BAY CENTER INC | ||||||||
| 1804 CAROLINA AVENUE | LYNN HAVEN | FL | 32444 | NONE | PC | HEALTHCARE | $20,000 | |
| ST ANDREW BAY RESOURCE MGMT ASSOCIATION INC | ||||||||
| P O BOX 15028 | PANAMA CITY | FL | 32406 | NONE | PC | ENVIRONMENT | $22,000 | |
| TAYLOR HAUGEN FOUNDATION | ||||||||
| P O BOX 5201 | NICEVILLE | FL | 32578 | NONE | PF | HEALTHCARE | $2,500 | |
| THE HISTORICAL MCKENZIE HOUSE FOUNDATION INC | ||||||||
| 1301 MASSACHUSETTS AVENUE | LYNN HAVEN | FL | 32444 | NONE | PC | CULTURAL ARTS | $3,500 | |
| THE NEMOURS FOUNDATION | ||||||||
| 5153 N 9TH AVENUE | PENSACOLA | FL | 32504 | NONE | PC | HEALTHCARE | $25,000 | |
| THE PRESCHOOL AT POINT WASHINGTON | ||||||||
| 1290 NORTH COUNTY HIGHWAY 395 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | EDUCATION | $4,500 | |
| TOWN PLANTERS SOCIETY OF FREEPORT | ||||||||
| P O BOX 747 | FREEPORT | FL | 32439 | NONE | PC | CULTURAL ARTS | $5,000 | |
| WALTON ACADEMY INC | ||||||||
| 389 DORSEY AVENUE | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | EDUCATION | $6,000 | |
| WALTON COUNTY ATHLETIC LEAGUE INC | ||||||||
| 145 PARK STREET SUITE 5 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | HEALTHCARE | $3,500 | |
| WALTON COUNTY EDUCATION FOUNDATION | ||||||||
| 145 PARK STREET SUITE 5 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | EDUCATION/HEALTHCARE | $141,000 | |
| WHS BAND BOOSTERS INC | ||||||||
| POBOX 1565 | DEFUNIAK SPRINGS | FL | 32435 | NONE | PC | EDUCATION | $7,500 | |
| WOMEN'S CIVIC CLUB OF PANAMA CITY BEACH | ||||||||
| PO BOX 9759 | PANAMA CITY | FL | 32408 | NONE | PC | CULTURAL ARTS | $1,000 | |
| ZOOWORLD ZOOLOGICAL & BOTANICAL CONSERVATORY | ||||||||
| 9008 FRONT BEACH ROAD | PANAMA CITY BEACH | FL | 32407 | NONE | PC | EDUCATION | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,135,625 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE ASSESSMENT | Desc |
| Related Or Exempt Function Incm | $2,390,040 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,390,040 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,416,783 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE FEE ASSESSMENT IS AN AMOUNT COLLECTED ON THE SALE OF ALL HOMES. THIS MONEY IS THEN CONTRIBUTED TO ORGANIZATIONS IN THE COUNTIES FROM WHICH IT CAME. EXAMPLES INCLUDE PROVIDING MONEY TO LOCAL SCHOOLS AND PROVIDING SUPPORT TO IMPROVE LIVING CONDITIONS FOR PEOPLE IN THESE COUNTIES. THE FEE ASSESSMENT IS MADE TO SUPPORT THE CHARITABLE PURPOSES OF THE FOUNDATION AND DOES NOT CONSTITUTE NET INVESTMENT INCOME. |
| 11A | MISCELLANEOUS INCOME RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - HELD-FOR-SALE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $122,000 | BookValueAmt |
| EOYFMV | $122,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $101 | $101 | $0 |
| DUES & SUBSCRIPTIONS | $39 | $0 | $0 |
| LICENSES & FEES | $1,294 | $0 | $0 |
| MANAGEMENT FEES | $94,721 | $0 | $0 |
| OFFICE SUPPLIES | $685 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $3,282 | $0 | $0 |
| INSURANCE | $3,735 | $0 | $0 |
| ADVERTISING | $5,811 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $61 | $0 | $0 |
| REPAIRS AND MAINTENANCE | $12,203 | $0 | $0 |
| FUNDRAISING EXPENSES | $13,250 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE ASSESSMENT | Desc |
| Revenue And Expenses Per Books | $2,390,040 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,390,040 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE DESIGN | $2,600 | $0 | $0 |
| COMMUNICATION CONSULTANT | $690 | $0 | $0 |
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